Investment Q&A

• Booking Holdings Inc. (BKNG $4,146.13)
  • $4,146.13 P/E (TTM): 28.09X Cap: $134.06B
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• Starbucks Corporation (SBUX $94.75)
  • $94.75 P/E (TTM): 82.6X Cap: $110.23B
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• The Walt Disney Company (DIS $104.82)
  • $104.82 P/E (TTM): 15.92X Cap: $181.36B
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• Nike Inc. (NKE $63.16)
  • $63.16 P/E (TTM): 36.68X Cap: $90.45B
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• Roku Inc. (ROKU $90.38)
  • $90.38 Cap: $12.25B
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Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.

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Read Answer Asked by Lyle on August 05, 2021

• Geo Group Inc (The) REIT (GEO $14.39)
  • $14.39 P/E (TTM): 9.15X Cap: $1.87B
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Q: I note good quarterly numbers. The short interest is 23%. Would this be a possible meme stock that would shoot higher with a short covering rally from improving financial situation? It's in the unpopular, possibly immoral, industry of private prisons but isn't that exactly what an investor should be looking for? - buy what others don't want and sell what everyone wants? If crime continues to increase, the political will to swing back to more incarceration may help.

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Read Answer Asked by Neelesh on August 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $43.18)
  • $43.18 Cap: $27.83B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.61)
  • $52.61 P/E (TTM): 58.82X Cap: $24.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.56)
  • $67.56 Cap: $9B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.95)
  • $59.95 Cap: $19.93B
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Q: Last Friday bepc was trading at 7.2% above bep.un. yet bipc was trading 19.8% above bip.un.
Why such a large price difference in bip.un and bipc and do you think they will narrow as they have done in bepc and bep.un?

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Read Answer Asked by Terry on August 05, 2021

• Alcoa Corporation (AA $59.14)
  • $59.14 P/E (TTM): 13.29X Cap: $15.66B
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• Century Aluminum Company (CENX $44.92)
  • $44.92 P/E (TTM): 137.03X Cap: $4.89B
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Q: What's the best way to play the rising aluminum price ? Thank you.

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Read Answer Asked by Paul on August 05, 2021

• Premium Brands Holdings Corporation (PBH $105.05)
  • $105.05 P/E (TTM): 69.0X Cap: $4.64B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.24)
  • $12.24 Cap: $1.64B
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Q: Please comment on earnings

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Read Answer Asked by Drew on August 05, 2021

• Topicus.com Inc. (TOI $86.12)
  • $86.12 P/E (TTM): 754.5X Cap: $7.20B
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Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx

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Read Answer Asked by Adam on August 05, 2021

• Robinhood Markets Inc. (HOOD $76.32)
  • $76.32 P/E (TTM): 32.49X Cap: $63.95B
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Q: Hello 5i
Could I have your assessment of Robinhood please. I know it is new but what do you think of it business model? Is it investable?
Thank you
Dave

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Read Answer Asked by Dave on August 05, 2021

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: Hi, significant selloff on INE earnings, we’re the results that bad and is the dividend still reasonably secure.

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Read Answer Asked by Gary on August 05, 2021

Q: What are your current favourite Canadian growth stocks and funds - reasonable to purchase now for a 3 to 5 year hold? Thanks!

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Read Answer Asked by Robert on August 05, 2021

• TMX Group Limited (X $45.24)
  • $45.24 P/E (TTM): 30.72X Cap: $12.34B
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Q: Can I please have your comments, analysis on the TMX group recently announced earnings. Do you see it as a good long term hold? Thank You.

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Read Answer Asked by Brian on August 05, 2021

• NVIDIA Corporation (NVDA $184.57)
  • $184.57 P/E (TTM): 47.16X Cap: $4.54T
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• iShares Russell 2000 Growth ETF (IWO $336.90)
  • $336.90 P/E (TTM): 22.36X Cap: $13.12B
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• Vanguard Dividend Appreciation FTF (VIG $228.19)
  • $228.19 P/E (TTM): 25.07X Cap: $100.62B
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• State Street SPDR S&P 500 ETF Trust (SPY $685.39)
  • $685.39 P/E (TTM): 26.17X Cap: $697.74B
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• Veeva Systems Inc. Class A (VEEV $176.84)
  • $176.84 P/E (TTM): 34.51X Cap: $28.27B
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• MEDIFAST INC (MED $10.86)
  • $10.86 P/E (TTM): 542.5X Cap: $118M
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• Trane Technologies plc (TT $468.85)
  • $468.85 P/E (TTM): 36.41X Cap: $101.91B
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Q: My 31 year old daughter has $50,000 cash in her US TFSA account. What investments would you recommend for a mid to long term hold.

Thanks

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Read Answer Asked by Barney on August 05, 2021

• Clear Secure Inc. Class A (YOU $32.59)
  • $32.59 P/E (TTM): 20.43X Cap: $4.33B
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Q: Thoughts on YOU:US?

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Read Answer Asked by Colin I on August 05, 2021

• AbCellera Biologics Inc. (ABCL $3.15)
  • $3.15 Cap: $866M
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Q: Hi, What s your opinion on ABCL?

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Read Answer Asked by francis on August 05, 2021

• Celsius Holdings Inc. (CELH $45.21)
  • $45.21 P/E (TTM): 403.18X Cap: $11.44B
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Q: When is the next earning report date ? Thanks a million.

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Read Answer Asked by Lai Kuen on August 05, 2021

• Sylogist Ltd. (SYZ $4.01)
  • $4.01 Cap: $85M
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Q: SYZ has been quite soft the past few days. Don't see any news to explain. Do you see anything? What is your outlook and when do they next report?

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Read Answer Asked on August 05, 2021

• Uber Technologies Inc. (UBER $70.01)
  • $70.01 P/E (TTM): 9.13X Cap: $147.98B
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Q: pls comment on results
would you add to a half position here?

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Read Answer Asked by john on August 05, 2021

• Profound Medical Corp. (PRN $9.07)
  • $9.07 Cap: $255M
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Q: Any thoughts why the stock is moving downwards. I am still up 50 percent. Would you sell or hold. Thanks

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Read Answer Asked by Charles on August 05, 2021

• WSP Global Inc. (WSP $223.02)
  • $223.02 P/E (TTM): 37.88X Cap: $28.92B
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• TFI International Inc. (TFII $163.81)
  • $163.81 P/E (TTM): 31.92X Cap: $12.92B
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• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: Can you look into your crystal ball and give me a list in order which of the above stock would be best for growth in a 3 year hold.

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Read Answer Asked by Bonnie on August 05, 2021

• BioNTech SE (BNTX $106.87)
  • $106.87 Cap: $25.37B
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Q: Hi ...my favorite team on the planet. Happily I still own BNTX thanks to you. I have shaved a bit along the road., ..but this rise in price is astronomical. Do you think it can continue for a bit ?
much thanks as always!

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Read Answer Asked by El-ann on August 05, 2021

• Sylogist Ltd. (SYZ $4.01)
  • $4.01 Cap: $85M
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Q: whats causing the drop today? Thx

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Read Answer Asked by blake on August 05, 2021