Investment Q&A

• PrairieSky Royalty Ltd. (PSK $28.05)
  • $28.05 P/E (TTM): 29.4X Cap: $6.52B
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• Gibson Energy Inc. (GEI $25.90)
  • $25.90 P/E (TTM): 28.86X Cap: $4.22B
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• Whitecap Resources Inc. (WCP $11.99)
  • $11.99 P/E (TTM): 10.15X Cap: $14.37B
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Q: Hi 5i
I'm considering a 5% position in one of these 3 companies as maybe Oil has some room to improve with increased activity.
In what order would you consider these to invest?
Thanks
Ken

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Read Answer Asked by Kenneth on June 07, 2021

• Pembina Pipeline Corporation cumulative redeemable rate reset class A preferred shares series 9 (PPL.PR.I $24.99)
  • $24.99 P/E (TTM): 18.97X Cap: $31.47B
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Q: I bought these preferreds on issue in 2015 . For most of the time they have traded well below issue price . Recently they have recovered back to the issue price . would you still advise on holding these prefs

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Read Answer Asked by gilbert on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.00)
  • $16.00 Cap: $2.15B
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Q: Hello, I am overweight in LSPD in my TFSA.
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?

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Read Answer Asked by Lorraine on June 07, 2021

• Xeris Biopharma Holdings Inc. (XERS $6.54)
  • $6.54 Cap: $1.11B
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Q: Merging with SBBP, huge short, waking up. Hold or Sell ? Your assessment. Thanks

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Read Answer Asked by Kamal on June 07, 2021

• Himax Technologies Inc. (HIMX $9.07)
  • $9.07 P/E (TTM): 17.57X Cap: $1.43B
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Q: i am up 85% with a small position in Himax. HIMX
Is there still looking like room to run with this one?

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Read Answer Asked by Tom on June 07, 2021

• Topicus.com Inc. (TOI $125.32)
  • $125.32 P/E (TTM): 1048.88X Cap: $10.45B
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Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.

I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?

Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?

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Read Answer Asked by James on June 07, 2021

• Huntsman Corporation (HUN $10.08)
  • $10.08 Cap: $1.73B
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Q: I helps Huntsman Corporation for a long while. It has not done much. Any chance of it being taken over? Should I hold or sell? What stock will you buy as a replacement?

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Read Answer Asked by Joanne on June 07, 2021

Q: What do you think about this company?

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Read Answer Asked by Danielle on June 07, 2021

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: As part of the momentum in oil, and in anticipation of $80 + oil, how do you place Gear as partaking in this momentum up. Not a long term play but 1 to 2 year max to exit

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Read Answer Asked by Harry on June 07, 2021

• iShares Russell 2000 Growth ETF (IWO $331.74)
  • $331.74 P/E (TTM): 23.11X Cap: $13.42B
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• Vanguard S&P 500 Index ETF (VFV $169.07)
  • $169.07 P/E (TTM): 27.07X Cap: $27.83B
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• ISHARES TRUST (IUSG $169.61)
  • $169.61 P/E (TTM): 33.58X Cap: $26.29B
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Q: I am hoping you would be able to make some suggestions for my Grandsons RESP. $20,000 dollars. The boys are 1 and 4 years old.
Thank you.

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Read Answer Asked by Nancy on June 07, 2021

• Laurentian Bank of Canada (LB $39.88)
  • $39.88 P/E (TTM): 13.06X Cap: $1.76B
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Q: Seems like the new CEO at Laurentian Bank since October 2020 is impressive. Last two quarters have been very positive. First female bank CEO and many females in management and diversity on the board. Check out the ESG journey in their recent report.
https://www.laurentianbank.ca/sn_uploads/fck/T1-2021/Corporate_presentation_Final_EN.pdf
This is a feel good investment for me.
I think people are waiting for their strategic review report.
Would like your comments including financials results.

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Read Answer Asked by Madeline on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.00)
  • $16.00 Cap: $2.15B
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Q: With these acquisitions, does that mean they will issue large amount of shares soon?

Thanks

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Read Answer Asked by Herm on June 07, 2021

• Kinaxis Inc. (KXS $176.38)
  • $176.38 P/E (TTM): 102.34X Cap: $5.01B
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• CrowdStrike Holdings Inc. (CRWD $517.70)
  • $517.70 Cap: $129.35B
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Q: Good morning,

CRWD or KXS - which one for growth?

Thanks,
Robert

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Read Answer Asked by Robert on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.00)
  • $16.00 Cap: $2.15B
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Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?

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Read Answer Asked by STANLEY on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.00)
  • $16.00 Cap: $2.15B
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Q: Please comment on LSPD's 2 acquistions this morning. Txs for u usual great services & views

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Read Answer Asked by Peter on June 07, 2021

• WELL Health Technologies Corp. (WELL $4.00)
  • $4.00 Cap: $1.01B
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Q: What are your thoughts on Well’s acquisition this morning? Also, can you please explain the financing? They mention the 9.80 stock and vendor take back.

Thanks.

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Read Answer Asked by James on June 07, 2021

• DocuSign Inc. (DOCU $66.51)
  • $66.51 P/E (TTM): 53.1X Cap: $14.29B
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Q: Hi, could I please get your comments on DOCU's earnings and guidance. It looks like the market was pleased. Thanks.

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Read Answer Asked by William on June 07, 2021

• Amazon.com Inc. (AMZN $229.75)
  • $229.75 P/E (TTM): 32.82X Cap: $2.44T
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• Costco Wholesale Corporation (COST $897.75)
  • $897.75 P/E (TTM): 66.21X Cap: $397.02B
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• Microsoft Corporation (MSFT $481.18)
  • $481.18 P/E (TTM): 33.98X Cap: $3.57T
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• NVIDIA Corporation (NVDA $182.18)
  • $182.18 P/E (TTM): 51.17X Cap: $4.45T
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• PayPal Holdings Inc. (PYPL $62.53)
  • $62.53 P/E (TTM): 12.32X Cap: $57.75B
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• Sun Life Financial Inc. (SLF $80.68)
  • $80.68 P/E (TTM): 20.18X Cap: $44.91B
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• Constellation Software Inc. (CSU $3,328.47)
  • $3,328.47 P/E (TTM): 74.79X Cap: $70.14B
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• WSP Global Inc. (WSP $242.79)
  • $242.79 P/E (TTM): 36.54X Cap: $31.63B
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• Algonquin Power & Utilities Corp. (AQN $8.13)
  • $8.13 Cap: $6.26B
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• Descartes Systems Group Inc. (The) (DSG $130.10)
  • $130.10 P/E (TTM): 48.89X Cap: $11.38B
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• TFI International Inc. (TFII $134.88)
  • $134.88 P/E (TTM): 24.13X Cap: $10.99B
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• Magna International Inc. (MG $68.23)
  • $68.23 P/E (TTM): 13.46X Cap: $19.27B
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• Thomson Reuters Corporation (TRI $186.01)
  • $186.01 P/E (TTM): 34.38X Cap: $83.02B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.07)
  • $221.07 P/E (TTM): 89.44X Cap: $294.96B
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• goeasy Ltd. (GSY $121.75)
  • $121.75 P/E (TTM): 9.39X Cap: $2B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.08)
  • $113.08 P/E (TTM): 46.23X Cap: $12.82B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.00)
  • $16.00 Cap: $2.15B
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• CrowdStrike Holdings Inc. (CRWD $517.70)
  • $517.70 Cap: $129.35B
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• Jacobs Solutions Inc. (J $142.64)
  • $142.64 P/E (TTM): 58.29X Cap: $16.71B
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Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

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Read Answer Asked by jim on June 07, 2021

• WELL Health Technologies Corp. (WELL $4.00)
  • $4.00 Cap: $1.01B
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Q: Please provide thoughts and commentary on today's acquisition announcement.

Thanks

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Read Answer Asked by Greg on June 07, 2021

Q: What does NR means under Rating Column in your model portfolios?

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Read Answer Asked by Piyush on June 07, 2021