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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter,
On yahoo, i get a pe of 32 for shopify. Does this make sense ? What are the metrics one should use to evaluate good value for shopify? Given that there is competition for shopify, do you think the company deserve a full weighting of 5 percent? I am just concerned about what happened with black berry (RIM in early days) when apple and samsung came along.. can this happen to shopify as well as there is competition building.. Much appreciated
Read Answer Asked by umedali on January 27, 2022
Q: Hi Peter and Team
Although a lot of down positions in my RRIF, I would like your opinion on whether to continue to hold XBC and Acuity Ads; both down so much that they make up less than 1% of the portfolio.
Would you hold on, or switch to a couple of your recent suggestions, ANRG and CTS (that have aslo dipped since your December reports.
Don't worry about tax loss and the RIFF is long term growth.
Cheers, Peter
Read Answer Asked by Linda on January 27, 2022
Q: Please shed light on what has been happening to Boyd. Its price has been in a fairly steady decline from over $250 in October to around $175 today. Some decline is to be expected in this current period of economic uncertainty, but 30%, steadily, over 3 months? New and used cars are in short supply these days due to the chip shortage and transportation bottlenecks, so why aren't people spending as much or even more on repairs to their older cars? Is Boyd suffering from internal problems of some kind? I am puzzled by what's been happening, over a period of many weeks, to a company with such a solid longer term record. What does the market know that I don't?
Read Answer Asked by Philip on January 27, 2022
Q: I own LSPD in a registered account and am just breaking even. Considering swapping it out for SHOP, which I suspect may be lower risk and a sounder investment going forward. Given the wild ride both companies have had recently, which do you believe will perform better in the long term (3-5 years)? Thanks.
Read Answer Asked by Maureen on January 27, 2022
Q: Hello 5i Research team, not a question, more as a follow-up to your response to Sheldon's question earlier today about Park Lawn: I would like to mention that I believe a major factor that has allowed funeral homes to perform well in 2020 and 2021 is the COVID surcharge ($500+) imposed at each funeral in many jurisdictions for the additional sanitation measures required due to the pandemic. The profit margin on this surcharge seems to be quite generous in my opinion... Publish if you think this information can be useful. Thank you for your collaboration, Eric
Read Answer Asked by Eric on January 26, 2022
Q: Hello Peter & Team,

MG is showing a P/E of 16.85 yet the PEG is a -2.64 meaning that the company is losing money or that the estimated growth rate for future earnings is negative, indicating that the earnings of the company are expected to decrease in the future. Have I read this/interpreted this correctly? And if so, is MG a company we should be staying a clear of right now? Or do I have this all wrong?

Thanks for all you do

gm

info sourced via MSN Money
Read Answer Asked by Gord on January 25, 2022
Q: I invested in this a few months ago for a number of reasons. It is a renewable energy investment, 5i gave it an 'A' rating and it pays a good dividend. It is down 18% since purchase.
The current dip in the market presents buying opportunities. Would you recommend adding to my current position of BEP.UN or simply holding what I have?
Read Answer Asked by Ron on January 25, 2022
Q: Hi, Interested in your take on why BRP Inc trades at such a low valuation. They have great brands, seem to have the ability to innovate, and it looks like they can continue to grow (10% for the next several years seems reasonable). What am I missing? I am a long term investor (investing for 10+ years out) and I don't mind volatility so would you recommend I look for more aggressive growth?
Thanks
Read Answer Asked by Alex on January 25, 2022
Q: I own a broad spectrum of your balanced equity portfolio, including some 'growth' equities. I still hold an approx. 30% cash position. What stocks would you recommend adding on to, in order of your priority, during this correction? Presuming a 3 - 5 year hold!
mille grazie,
c
Read Answer Asked by Claus on January 25, 2022
Q: I read this in the G&M.

"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."

Can I have your point of view and how this will or not affect PLC?

Thanks


Sheldon
Read Answer Asked by Sheldon on January 25, 2022
Q: where are you at with acuity, i know its cheap, hit an all time low of 3.13 today before bouncing.
would you be a buyer at 3.50.
dave
Read Answer Asked by david on January 24, 2022
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