Investment Q&A

• Cargojet Inc. Common and Variable Voting Shares (CJT $99.04)
  • $99.04 P/E (TTM): 11.24X Cap: $1.49B
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• Waste Connections Inc. (WCN $238.96)
  • $238.96 P/E (TTM): 71.07X Cap: $62.32B
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Q: I have sold a security and have cash to invest. Can I have your thoughts on Cargojet and Waste Connection. Which of the two do you see as the better investment? Thank You.

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Read Answer Asked by Brian on October 30, 2019

• Waste Connections Inc. (WCN $238.96)
  • $238.96 P/E (TTM): 71.07X Cap: $62.32B
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Q: Can you please comment on the earnings for $WCN, Waster Connections.

Thanks Valter

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Read Answer Asked by Valter on October 30, 2019

• Ballard Power Systems Inc. (BLDP $2.98)
  • $2.98 Cap: $901M
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• Plug Power Inc. (PLUG $1.63)
  • $1.63 Cap: $1.81B
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• Bloom Energy Corporation Class A (BE $71.98)
  • $71.98 P/E (TTM): 611.45X Cap: $15.68B
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Q: Hi 5i Team - Having just read an article in the Star about the renewed potential for fuel cell powered vehicles am just wondering what your opinion on this would be especially given the great need to reduce greenhouse gases. Also are there any specific companies in this field that you think might do well over the next three to five years. Thank you.

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Read Answer Asked by Rob on October 29, 2019

Q: Do you have any opinions and advice regarding the upcoming IPO of GFL Environmental?

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Read Answer Asked by chris on October 29, 2019

• Neo Performance Materials Inc. (NEO $16.76)
  • $16.76 Cap: $713M
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Q: Hi Everyone at 5i! Any suggestion for a company dealing with rare earth mining in North America which is investment worthy ? Cheers, Tamara

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Read Answer Asked by Tamara on October 28, 2019

• Atlassian Corporation (TEAM $174.59)
  • $174.59 Cap: $45.61B
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• Guardant Health Inc. (GH $54.83)
  • $54.83 Cap: $6.83B
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Q: I am way down with team and gh. Please advise your outlook for them over the next 12 months (acknowledging and notwithstanding your standard 5 year time horizon). Also, what is your feeling today regarding the recent shift from growth to value, will it continue or does it seem like it has run its course?

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Read Answer Asked by daniel on October 28, 2019

• StorageVault Canada Inc. (SVI $4.78)
  • $4.78 Cap: $1.73B
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Q: Your thoughts about SVI. Would you consider this stock recession-proof?. Many thanks Joseph.

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Read Answer Asked by Joseph on October 25, 2019

• Tesla Inc. (TSLA $420.11)
  • $420.11 P/E (TTM): 228.87X Cap: $1.32T
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Q: Thoughts on TESLA as an investment for a 5+ year hold?

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Read Answer Asked by Darrin on October 25, 2019

• Amazon.com Inc. (AMZN $234.77)
  • $234.77 P/E (TTM): 34.78X Cap: $2.46T
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Q: Can you please comment on earnings? Would you add on the weakness (3,5% position currently?
Thanks
Karim from Montréal.

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Read Answer Asked by Karim on October 25, 2019

• goeasy Ltd. (GSY $209.28)
  • $209.28 P/E (TTM): 12.47X Cap: $3.36B
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Q: Where would you put new money to work in a TFSA as of today? My portfolio is fairly well balanced and I won"t need the money even at 74 years of age for a long time. (Ever the optimist).

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Read Answer Asked by Cathy on October 23, 2019

• Restaurant Brands International Inc. (QSR $87.71)
  • $87.71 P/E (TTM): 23.74X Cap: $39.60B
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Q: Would you be comfortable buying here?

Thank you!

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Read Answer Asked by Yong Mei on October 23, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Is this a good time to buy this stock? Do you still recommend it for an aggressive investor?

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Read Answer Asked by Josette on October 23, 2019

• Pason Systems Inc. (PSI $11.88)
  • $11.88 P/E (TTM): 13.24X Cap: $927M
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi
Any reason not to start a new position in either Ayx or Psi. I am considering both for a long term hold with expectation of high volatility for Ayx in the near term.

Thanks
Mike

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Read Answer Asked by mike on October 23, 2019

• Strathcona Resources Ltd. (SCR $36.80)
  • $36.80 P/E (TTM): 11.25X Cap: $7.88B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $11M
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Q: I am interested in small and mid cap companies involved in ONLINE gaming. With the trend in new forms of gaming (legalized sport betting & E- Sports, pending), what do you have on your radar?
Thanks
rick

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Read Answer Asked by Richard on October 22, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Smartsheet Inc. Class A (SMAR)
  • Cap: $7.90B
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Q: Hello,
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor

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Read Answer Asked by Victor on October 22, 2019

• Canopy Growth Corporation (WEED $1.97)
  • $1.97 Cap: $513M
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Q: I am currently down 55% on WEED. I am wondering if I should sell and take my losses now, before tax loss selling, or leave it and ride it out for several years. There is no advantage to me to sell for a tax loss because this is in my TFSA. Thank you!

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Read Answer Asked by Jo-Anne on October 22, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $200.97)
  • $200.97 P/E (TTM): 80.6X Cap: $264.64B
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Q: I am looking to initiate a position in Shopify. May I please get your feedback / analysis on the stock and what you are expecting with regard to the upcoming 3rd quarter financial results on October 29th.

Thanks

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Read Answer Asked by ilie on October 22, 2019

• Bank of Nova Scotia (The) (BNS $88.63)
  • $88.63 P/E (TTM): 16.87X Cap: $109.45B
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• BCE Inc. (BCE $32.01)
  • $32.01 P/E (TTM): 72.74X Cap: $30.44B
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• Sun Life Financial Inc. (SLF $80.96)
  • $80.96 P/E (TTM): 15.0X Cap: $46.72B
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• WSP Global Inc. (WSP $286.36)
  • $286.36 P/E (TTM): 46.91X Cap: $37.60B
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• Alimentation Couche-Tard Inc. (ATD $72.59)
  • $72.59 P/E (TTM): 19.64X Cap: $68.86B
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• Premium Brands Holdings Corporation (PBH $93.49)
  • $93.49 P/E (TTM): 44.96X Cap: $4.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $200.97)
  • $200.97 P/E (TTM): 80.6X Cap: $264.64B
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• Savaria Corporation (SIS $20.70)
  • $20.70 P/E (TTM): 26.64X Cap: $1.48B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.15)
  • $60.15 P/E (TTM): 100.32X Cap: $3.94B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.70)
  • $100.70 Cap: $2.16B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.23)
  • $22.23 P/E (TTM): 18.84X Cap: $2.23B
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Q: Hello,

The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.

Thank-you.

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Read Answer Asked by Stephen on October 22, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: After reading your most recent comments on the TSGI/FLTR transaction, I checked with my broker about the possibility of selling FLTR after the transaction closes in Q3 2020. My broker doesn't handle anything but CDN and USA stock exchanges. You've suggested that selling TSGI nearer the closing date (a year from now) might carry increased risk of share decline. That said, should I sell my $10k investment fairly soon, or sit and wait a while? Thanks.

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Read Answer Asked by RANDALL on October 22, 2019

• Bank of Nova Scotia (The) (BNS $88.63)
  • $88.63 P/E (TTM): 16.87X Cap: $109.45B
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• Canadian National Railway Company (CNR $130.69)
  • $130.69 P/E (TTM): 17.82X Cap: $81.93B
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• Enbridge Inc. (ENB $67.44)
  • $67.44 P/E (TTM): 23.89X Cap: $147.39B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.60)
  • $41.60 P/E (TTM): 83.42X Cap: $6.60B
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• Premium Brands Holdings Corporation (PBH $93.49)
  • $93.49 P/E (TTM): 44.96X Cap: $4.17B
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• Sienna Senior Living Inc. (SIA $18.06)
  • $18.06 P/E (TTM): 45.58X Cap: $1.68B
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Q: HI 5i
In my grandchildren's RESP, I have about $1500 to invest, Currently have the above stocks at about equal weighting except for CNR at 26%, rest at approx. 15%. Would you recommend a couple of options for the next investment?
Regards
Kathy

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Read Answer Asked by Kathy on October 21, 2019