Investment Q&A

Q: Hello,
I would really appreciate hearing your thoughts on the EU’s Sustainable Finance Disclosure Regulation, the EU Climate Transition Benchmark (EU CTB), and the EU
Paris Aligned Benchmark (EU PAB)?

I would appreciate your macro view on these and the impacts you see them having, if any.

On a side note thank you 5i for always having such excellent materials. I particularly look forward to reading your blog.

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Read Answer Asked by Frederick on September 08, 2021

Q: Hello 5i,

Economical Insurance is demutualizing. Do you know if there will be access to the IPO for the small investor?

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Read Answer Asked on September 08, 2021

• North West Company Inc. (The) (NWC $47.54)
  • $47.54 P/E (TTM): 16.77X Cap: $2.26B
  • View NWC Profile
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Q: Could I get your thoughts on NWC Quarter report.
Do you think this would be a good entry point at this time.

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Read Answer Asked by Stephen on September 08, 2021

• Alvopetro Energy Ltd. (ALV $5.94)
  • $5.94 P/E (TTM): 9.15X Cap: $214M
  • View ALV Profile
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Q: What is your take on the recent share consolidation followed by a share split. Shareholders who held less than 2,100 common shares get paid out in cash.
Shares outstanding were significantly reduced from an already low level. Why was this done?

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Read Answer Asked by JACK on September 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.09)
  • $18.09 Cap: $2.43B
  • View LSPD Profile
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Topicus.com Inc. (TOI $187.01)
  • $187.01 P/E (TTM): 100.73X Cap: $24.92B
  • View TOI Profile
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Q: Hi There,
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You

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Read Answer Asked by Kevin on September 08, 2021

• Autodesk Inc. (ADSK $300.21)
  • $300.21 P/E (TTM): 63.2X Cap: $63.16B
  • View ADSK Profile
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Q: Hi 5i team. Can you comment on ADSK. It’s been on a downtrend lately since last earnings announcement. Is this company still in good financial shape for future growth or should be concerned about cash flow headwind with their recent changes to subscription payment plans? If fundamentals still look fine, what might be a good entry price point for this stock? Would recent news cause stock to go sideways for a while before picking back up from its current level?

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Read Answer Asked by Sylvain on September 08, 2021

• Descartes Systems Group Inc. (The) (DSG $142.95)
  • $142.95 P/E (TTM): 62.7X Cap: $12.22B
  • View DSG Profile
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  • View Reports on DSG

Q: Since u recommendation of DSG on May 18,it has a "Fly me to the Month" move, hitting new highs after new highs. Your opinion on Q2 on Sep 8. Is it time to take some profit before report? Txs for u usual great views & services.

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Read Answer Asked by Peter on September 08, 2021

• Premier Health of America Inc. (PHA $0.04)
  • $0.04 Cap: $2M
  • View PHA Profile
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Q: With the Caisse de depot acquiring a large US health care staffing company, do you see a potential in it buying PHA, a health care staffing company in its own backyard?

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Read Answer Asked by Charles on September 07, 2021

• Denison Mines Corp. (DML $2.95)
  • $2.95 Cap: $2.59B
  • View DML Profile
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• Neo Performance Materials Inc. (NEO $17.23)
  • $17.23 Cap: $711M
  • View NEO Profile
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• Skyharbour Resources Ltd. (SYH $0.32)
  • $0.32 Cap: $67M
  • View SYH Profile
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• Appia Rare Earths & Uranium Corp. (API $0.18)
  • $0.18 Cap: $29M
  • View API Profile
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Q: Hello. Any recommendations for small/micro cap uranium plays (top 5?) if one wanted to take advantage of increasing uranium prices? A few comments on each if possible. Thank you.

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Read Answer Asked by Robert on September 07, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
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Q: With thanks in advance I am interested in your thoughts on PLC's recent capital raise and future prospects for the stock, Would you be comfortable buying here?

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Read Answer Asked by Don on September 07, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
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• Genesis Land Development Corp. (GDC $3.35)
  • $3.35 P/E (TTM): 4.64X Cap: $180M
  • View GDC Profile
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Q: Are you aware of any companies in Canada that would have a business model similar to Tricon (TSX:TCN) wherein they rent single family residences in Canada. My understanding is that Tricon's portfolio is largely in the United States.

Thank you

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Read Answer Asked by Brad on September 07, 2021

• Acadia Healthcare Company Inc. (ACHC $22.01)
  • $22.01 P/E (TTM): 10.66X Cap: $2.08B
  • View ACHC Profile
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• ModivCare Inc. (MODV $3.23)
  • $3.23 Cap: $41M
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Q: can you think of any drug and addiction centres that are publicly listed that could have some growth and up side going forward ? thanks

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Read Answer Asked by jim on September 07, 2021

• Smart Employee Benefits Inc. (SEB $0.30)
  • $0.30 Cap: $52M
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• LifeSpeak Inc (LSPK $0.32)
  • $0.32 Cap: $18M
  • View LSPK Profile
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Q: Looking to get your thoughts on Smart Employee Benefits and Lifespeak. What is your assessment of these companies, long term outlook, and would you buy? Thanks.

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Read Answer Asked by Nick on September 07, 2021

• Coinbase Global Inc (COIN $407.54)
  • $407.54 P/E (TTM): 77.55X Cap: $105.35B
  • View COIN Profile
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Q: HI

Wondering about coinbase and its future. Bought in when it went public and it is down but slowly climbing. What do you think of this company going forward.

thanks
K&C

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Read Answer Asked by cindy on September 07, 2021

• Scotts Miracle-Gro Company (The) (SMG $68.93)
  • $68.93 P/E (TTM): 115.29X Cap: $3.85B
  • View SMG Profile
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Q: Hi, Can you please provide a brief update on SMG: Current valuation, possible reasons for the recent drop (~20% YTD) and growth potential ?

Thank you,

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Read Answer Asked by Luc on September 07, 2021

• Global X Lithium & Battery Tech ETF (LIT $43.85)
  • $43.85 P/E (TTM): 82.41X Cap: $957M
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• Eastfield Resources Ltd. (ETF $0.02)
  • View ETF Profile
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• iShares Self-Driving EV and Tech ETF (IDRV $34.51)
  • $34.51 P/E (TTM): 25.3X Cap: $154M
  • View IDRV Profile
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• Global X Autonomous & Electric Vehicles ETF (DRIV $25.09)
  • $25.09 P/E (TTM): 34.1X Cap: $320M
  • View DRIV Profile
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Q: Hi Team,
Could you recommend some ETF/s for
1/ Electric Vehicle and battery manufacturers in North America.
2/ Electric Vehicle and battery manufacturers in China.
Which I am thinking for long term hold.
Thank you as always,
Tak

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Read Answer Asked by Tak on September 07, 2021

• Riskified Ltd. Class A (RSKD $5.59)
  • $5.59 Cap: $832M
  • View RSKD Profile
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Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc

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Read Answer Asked by Marc on September 07, 2021

• DigitalOcean Holdings Inc. (DOCN $29.01)
  • $29.01 P/E (TTM): 25.79X Cap: $2.65B
  • View DOCN Profile
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Q: Hello Team

Heard this company on BNN and kind of caught our eye. Can you provide some information and thoughts on this company, We would buy and hold for longer term (5 years)

thanks again for your valuable insight.

cheers
K&C

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Read Answer Asked by cindy on September 07, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
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Q: I am contemplating to eliminate XBC from my non taxable accounts with significance losses (-52% of book value). The proceed (C$ 30K) will be invested into potentially better growth candidates, such as TIXT, WELL or BAM.a. Please kindly give your opinion and advice. Thank you very much. Bill.

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Read Answer Asked by Bill on September 07, 2021

• Royal Bank of Canada (RY $181.18)
  • $181.18 P/E (TTM): 19.71X Cap: $257.04B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $102.11)
  • $102.11 P/E (TTM): 10.42X Cap: $175.38B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $76.72)
  • $76.72 P/E (TTM): 15.93X Cap: $94.66B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $156.39)
  • $156.39 P/E (TTM): 13.95X Cap: $113.58B
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM $101.27)
  • $101.27 P/E (TTM): 12.52X Cap: $93.93B
  • View CM Profile
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• National Bank of Canada (NA $142.88)
  • $142.88 P/E (TTM): 13.58X Cap: $55.78B
  • View NA Profile
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Q: I know that ranking banks often is like picking shades of the same colour. At this point in time do you feel there is any "clear" division amongst any of the banks for investing purposes? Can you give your order of preference and the magnitude of the gap between each choice.
Thanks,
Terry

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Read Answer Asked by Terry on September 07, 2021