Investment Q&A

• Algonquin Power & Utilities Corp. (AQN $8.28)
  • $8.28 Cap: $6.23B
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Q: Peter; So would the new large equity issue account for the weakness over the past few weeks? Don't want to sound paranoid but it seems obvious someone knew the issue was coming.

Rod

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Read Answer Asked by Rodney on July 09, 2020

• MTY Food Group Inc. (MTY $40.14)
  • $40.14 P/E (TTM): 25.04X Cap: $930M
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Q: Any news on MTY, it's been on fire these last two days?

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Read Answer Asked by Greg on July 08, 2020

• PyroGenesis Inc. (PYR $0.44)
  • $0.44 Cap: $82M
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Q: Hi group PYR was halted for 2 hrs today then dropped like a stone when it started trading again - I cannot find any news can you? - this is a high risk stock but the rewards could be substantial - what do you think I bought in @$ 2.05 Thanks for your opinion its appreciated

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Read Answer Asked by Terence on July 08, 2020

Q: Hi There,
I can't seem to lookup this companies information correctly. Can you please test this out. I was hoping to find answered questions about this company but, the ticker provided by your web site directs me to another company instead.

thanks

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Read Answer Asked by Ian on July 08, 2020

• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
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Q: This company seems to be on fire up a lot in the last month. What do you think of it and is it to late to get in now.

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Read Answer Asked by don on July 08, 2020

• Redfin Corporation (RDFN)
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Q: Hi 5i team,

What’s your thoughts on RedFin as a current investment for the next 3-5 years? Would you see this company as a disruptor within its space?

Thanks as always,
Jon

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Read Answer Asked by Jonathan on July 08, 2020

• Sunrun Inc. (RUN $10.46)
  • $10.46 Cap: $2.38B
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Q: Good morning,
Your comments on this cie, is it a buy?
Thank you
Martin

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Read Answer Asked by Martin on July 08, 2020

• Pieridae Energy Limited (PEA)
  • Cap: $95M
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Q: Hi

Sitting on this company at a huge loss, any chance for a recovery?

Thanks

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Read Answer Asked by Amy on July 08, 2020

• Vanguard Canadian Short-Term Government Bond Index ETF Redeemable Transferable Units (VSG $25.11)
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Q: Regarding yesterdays question on Vanguard ETF terminations
Why do you feel it is better to sell before termination? when the commission can be avoided by letting Vanguard distribute the cash to unit holders.

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Read Answer Asked by Brad on July 08, 2020

• Goodfood Market Corp. (FOOD $0.19)
  • $0.19 Cap: $18M
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Q: I would like you opinion on the financial results of FOOD posted this morning. Time to get in?

Thanks

Dave.

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Read Answer Asked by David on July 08, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.79)
  • $175.79 P/E (TTM): 104.34X Cap: $228.06B
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Q: When does SHOP next report and what is expected?

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Read Answer Asked on July 08, 2020

• Alphabet Inc. (GOOG $191.15)
  • $191.15 P/E (TTM): 20.75X Cap: $2.31T
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• Micron Technology Inc. (MU $113.23)
  • $113.23 P/E (TTM): 27.3X Cap: $126.71B
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• iShares Expanded Tech Sector ETF (IGM $115.11)
  • $115.11 P/E (TTM): 43.25X Cap: $6.95B
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• Atlassian Corporation (TEAM $194.36)
  • $194.36 Cap: $51.02B
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• Veeva Systems Inc. Class A (VEEV $281.00)
  • $281.00 P/E (TTM): 59.93X Cap: $45.91B
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• Roku Inc. (ROKU $91.69)
  • $91.69 Cap: $13.68B
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• DocuSign Inc. (DOCU $79.34)
  • $79.34 P/E (TTM): 15.0X Cap: $16.03B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves

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Read Answer Asked by Yves on July 08, 2020

• AerCap Holdings N.V. (AER $111.81)
  • $111.81 Cap: $20.88B
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Q: Hi there, do you have any updated thoughts on AER after their recent LOC drawdown and 3 billion fundraising? Is this a company barely holding on, or looking to make deals?

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Read Answer Asked by Rick on July 08, 2020

• GrafTech International Ltd. (EAF $1.32)
  • $1.32 Cap: $283M
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Q: Do you have any updated thoughts on Graftech? Profitability and revenue growth look good on the surface.

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Read Answer Asked by Rick on July 08, 2020

• BCE Inc. (BCE $32.83)
  • $32.83 P/E (TTM): 77.38X Cap: $29.95B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.63)
  • $45.63 P/E (TTM): 14.83X Cap: $24.38B
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• TELUS Corporation (T $22.50)
  • $22.50 P/E (TTM): 28.24X Cap: $34.06B
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• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: Hello 5i Team
Comparing Rogers Communications vs Shaw Communications - which is the better company for further growth and increased dividends? RCI-B increased its dividend slightly in 2018 and no previous increases since 2015. SJR-B last increased its dividend in 2016.
I already have equal weight positions in BCE, Shaw and Telus - I am looking for which company I should invest in to reach my desired portfolio percentage in the Communications Sector?
Should I look at the Cogeco family of companies instead of Rogers/Shaw?
Thanks

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Read Answer Asked by Stephen on July 08, 2020

• Pender Growth Fund Inc. (PTF $13.75)
  • $13.75 P/E (TTM): 5.29X Cap: $103M
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Q: It looks like PTF is trading at a nice discount to NAV now and they have been buying back some shares. Is this a decent time to buy it? What do you think of it? Thanks

Upvote 1

Read Answer Asked by Scott on July 08, 2020

• Solar Alliance Energy Inc. (SAN)
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Q: Can you give me your opinion on this company?

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Read Answer Asked by Mike on July 08, 2020

• BMO Premium Yield ETF (ZPAY $31.56)
  • $31.56 P/E (TTM): 55.86X Cap: $338M
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Q: Could I get your view on zpay. It is a relatively new ETF under the BMO banner and managed by Larry Bergman.
It looks like it would provide higher steady income with some growth while providing some downside protection.

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Read Answer Asked by Bruce on July 08, 2020

• Amazon.com Inc. (AMZN $229.30)
  • $229.30 P/E (TTM): 36.83X Cap: $2.43T
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• Alphabet Inc. (GOOG $191.15)
  • $191.15 P/E (TTM): 20.75X Cap: $2.31T
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• AbbVie Inc. (ABBV $184.85)
  • $184.85 P/E (TTM): 80.88X Cap: $326.51B
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• Atlassian Corporation (TEAM $194.36)
  • $194.36 Cap: $51.02B
  • View TEAM Profile
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• Veeva Systems Inc. Class A (VEEV $281.00)
  • $281.00 P/E (TTM): 59.93X Cap: $45.91B
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• The Trade Desk Inc. (TTD $80.03)
  • $80.03 P/E (TTM): 97.82X Cap: $39.41B
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• Roku Inc. (ROKU $91.69)
  • $91.69 Cap: $13.68B
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• DocuSign Inc. (DOCU $79.34)
  • $79.34 P/E (TTM): 15.0X Cap: $16.03B
  • View DOCU Profile
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Avalara Inc. (AVLR)
  • Cap: $8.25B
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• Fastly Inc. Class A (FSLY $7.15)
  • $7.15 Cap: $1.03B
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• CrowdStrike Holdings Inc. (CRWD $481.58)
  • $481.58 Cap: $118.63B
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Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!

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Read Answer Asked by Michael on July 08, 2020

• Gatekeeper Systems Inc. (GSI $1.35)
  • $1.35 Cap: $126M
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Q: Could you please comment on GSI Q3 report released yesterday. My concern would be, company comments in regards to supply chain, where they state the Company has single-sourced manufacturer relationships.
Thanks

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Read Answer Asked by Roy on July 08, 2020