Investment Q&A

• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $16M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: Any news re the big jump in stock price?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on April 14, 2021

• Aecon Group Inc. (ARE $20.16)
  • $20.16 P/E (TTM): 57.57X Cap: $1.26B
  • View ARE Profile
  • View Questions on ARE

Q: Hello 5i. I own ARE and am looking for another Canadian company in this space that might have more upside. What names would you recommend and why? Or if you think staying in ARE is better, why?

Upvote 0

Read Answer Asked by Fabio on April 14, 2021

• BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD $52.09)
  • $52.09 P/E (TTM): 0.11X Cap: $242M
  • View LCTD Profile
  • View Questions on LCTD
• BlackRock U.S. Carbon Transition Readiness ETF (LCTU $70.14)
  • $70.14 P/E (TTM): 79.83X Cap: $1.33B
  • View LCTU Profile
  • View Questions on LCTU

Q: Do you have an opinion of these funds?

Upvote 0

Read Answer Asked by brent on April 14, 2021

• Quanterix Corporation (QTRX $4.95)
  • $4.95 Cap: $222M
  • View QTRX Profile
  • View Questions on QTRX

Q: May I have you comments on Quanterix (QTRX)?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on April 14, 2021

• Snap-On Incorporated (SNA $323.20)
  • $323.20 P/E (TTM): 17.38X Cap: $16.98B
  • View SNA Profile
  • View Questions on SNA

Q: Is this a good recovery play? More room to run?

Upvote 1

Read Answer Asked by Mark on April 14, 2021

• Tamarack Valley Energy Ltd. (TVE $5.37)
  • $5.37 P/E (TTM): 11.34X Cap: $2.70B
  • View TVE Profile
  • View Questions on TVE

Q: Any thoughts on this morning`s acquisition news?
Thanks
Jerry

Upvote 0

Read Answer Asked by Jerry on April 14, 2021

• Fisker Inc. Class A (FSR)
  • Cap: $47M
  • View FSR Profile
  • View Questions on FSR

Q: Fisker has had a big drop. Any news on the reason for the big drop. What are the prospects for the future;

Thanks
Thomas

Upvote 0

Read Answer Asked by Thomas on April 14, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: I just sold BPY which I held in my RRSP. Can you suggest a replacement company or ETF in the Real Estate sector which would provide a good payout and some growth.

Upvote 0

Read Answer Asked by Bruce on April 14, 2021

• TFI International Inc. (TFII $125.74)
  • $125.74 P/E (TTM): 21.01X Cap: $10.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Matson Inc. (MATX $105.18)
  • $105.18 P/E (TTM): 7.13X Cap: $3.49B
  • View MATX Profile
  • View Questions on MATX

Q: Can you provide your opinion on Matson. Are there any other shipping or transport stocks you find attractive? Thanks.

Upvote 0

Read Answer Asked by Stefan on April 14, 2021

• Hamilton Enhanced Canadian Bank ETF (HCAL $28.79)
  • $28.79 P/E (TTM): 12.51X Cap: $627M
  • View HCAL Profile
  • View Questions on HCAL

Q: If bank stocks generally rise in a rising interest rate environment, would this ETF perform more positively or negatively given that it is also leveraged as the ETF's cost of borrowing would also increase at the same time?

Upvote 0

Read Answer Asked by Craig on April 14, 2021

Q: I have been told that investment counselling and portfolio management firms in Canada are not required by regulation to report security holdings like US institutions.
How much faith can we put in the amount of institutional ownership reported in the Company Profile?
Is there anyway to determine what institution owns stock in Canada or at least how much stock is held by institutions?

Upvote 0

Read Answer Asked by Rob on April 14, 2021

• Infineon Technologies AG ADR (IFNNY $42.76)
  • $42.76 Cap: $55.86B
  • View IFNNY Profile
  • View Questions on IFNNY

Q: Peter; Could you comment on this co outlook,management,debt etc? Thanks.Rod

Upvote 0

Read Answer Asked by Rodney on April 14, 2021

• Strathcona Resources Ltd. (SCR $38.32)
  • $38.32 P/E (TTM): 11.06X Cap: $7.89B
  • View SCR Profile
  • View Questions on SCR
• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $16M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: I own both of these, should I sell SCR (have a sizeable gain I can realize) or do you see good things for both companies moving forward? If you would sell SCR, can you provide some good 3-5 year growth suggestion as a replacement?

Upvote 0

Read Answer Asked by Harrison on April 14, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
  • View MRS Profile
  • View Questions on MRS

Q: Been a 5i member for several years. I am excited you identified this stock and added to the growth portfolio. Curious to know how this one showed up on your radar? Also why can't they just list directly on one of the larger exchanges? First listed on OTCQB and now on the OTCQX.

Upvote 0

Read Answer Asked by Sal on April 14, 2021

• Zoom Communications Inc. (ZM $73.64)
  • $73.64 P/E (TTM): 21.96X Cap: $22.12B
  • View ZM Profile
  • View Questions on ZM

Q: Your opinion on Zoom today would be appreciated.
Where do you think the company will be in 3-5 years?
Thank you.

Upvote 0

Read Answer Asked by Uli on April 14, 2021

• Bank of Montreal (BMO $156.13)
  • $156.13 P/E (TTM): 13.89X Cap: $113.14B
  • View BMO Profile
  • View Questions on BMO

Q: It has just been announced that BMO is selling its EMEA assets to Ameriprise Financial. Does this effect ETFs currently held with the bank?

Upvote 0

Read Answer Asked by Paul W on April 14, 2021

• Celestica Inc. (CLS $269.04)
  • $269.04 P/E (TTM): 43.7X Cap: $31.08B
  • View CLS Profile
  • View Questions on CLS

Q: Any hope for ClS Buy or sell

Upvote 0

Read Answer Asked by Tony on April 14, 2021

• FirstService Corporation (FSV $273.52)
  • $273.52 P/E (TTM): 63.76X Cap: $12.47B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• TFI International Inc. (TFII $125.74)
  • $125.74 P/E (TTM): 21.01X Cap: $10.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $206.49)
  • $206.49 P/E (TTM): 12.28X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Altus Group Limited (AIF $61.04)
  • $61.04 P/E (TTM): 7.08X Cap: $2.63B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF
• Boyd Group Services Inc. (BYD $221.16)
  • $221.16 P/E (TTM): 252.98X Cap: $4.63B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.

Upvote 0

Read Answer Asked by Albert on April 14, 2021

• goeasy Ltd. (GSY $206.49)
  • $206.49 P/E (TTM): 12.28X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Upstart Holdings Inc. (UPST $65.30)
  • $65.30 Cap: $6.16B
  • View UPST Profile
  • View Questions on UPST

Q: Hello 5i guys!
I’m considering buying either GSY or UPST. Which one would you recommend and why? Alternatively, would you consider buying both?

Thank you very much for your advice. Great job!

Upvote 0

Read Answer Asked by Marc on April 14, 2021

• NVIDIA Corporation (NVDA $182.01)
  • $182.01 P/E (TTM): 58.21X Cap: $4.40T
  • View NVDA Profile
  • View Questions on NVDA
• goeasy Ltd. (GSY $206.49)
  • $206.49 P/E (TTM): 12.28X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• CrowdStrike Holdings Inc. (CRWD $426.34)
  • $426.34 Cap: $106.65B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you list 3 companies you would initiate a buy today for growth and why/thesis?

Upvote 0

Read Answer Asked by Fabio on April 14, 2021