Investment Q&A

• Alphabet Inc. (GOOGL $304.53)
  • $304.53 P/E (TTM): 28.76X Cap: $3.72T
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• Microsoft Corporation (MSFT $390.26)
  • $390.26 P/E (TTM): 24.98X Cap: $2.90T
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• NVIDIA Corporation (NVDA $178.02)
  • $178.02 P/E (TTM): 37.13X Cap: $4.38T
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• Constellation Software Inc. (CSU $2,527.35)
  • $2,527.35 P/E (TTM): 78.8X Cap: $54.41B
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• Descartes Systems Group Inc. (The) (DSG $98.60)
  • $98.60 P/E (TTM): 42.36X Cap: $8.40B
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• Kinaxis Inc. (KXS $135.02)
  • $135.02 P/E (TTM): 40.66X Cap: $3.77B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.00)
  • $168.00 P/E (TTM): 138.45X Cap: $221.77B
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• Topicus.com Inc. (TOI $96.50)
  • $96.50 P/E (TTM): 308.43X Cap: $12.58B
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Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.

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Read Answer Asked by Jim on March 16, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Care to comment on CTS earnings? From what i read, they killed it !

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Read Answer Asked by Philippe on March 16, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: At 8.6x earnings, I find this a steal. For most of 2022 it ran between 6 and 7. It dropped to 4 and a little below in December with tax loss and market backdrop. If you agree with this would you consider this a strong buy especially with shorts needing to cover.

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Read Answer Asked by Steve on March 16, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $96.41)
  • $96.41 P/E (TTM): 8.28X Cap: $6.79B
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• Celestica Inc. (CLS $374.85)
  • $374.85 P/E (TTM): 39.65X Cap: $43.24B
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• Sanmina Corporation (SANM $127.26)
  • $127.26 P/E (TTM): 29.86X Cap: $6.82B
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• Benchmark Electronics Inc. (BHE $54.67)
  • $54.67 P/E (TTM): 78.51X Cap: $1.94B
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Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

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Read Answer Asked by Daniel on March 16, 2023

• Alcoa Corporation (AA $57.19)
  • $57.19 P/E (TTM): 14.97X Cap: $16.94B
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• Arconic Corporation (ARNC)
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• Century Aluminum Company (CENX $50.79)
  • $50.79 P/E (TTM): 134.5X Cap: $5.41B
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• Kaiser Aluminum Corporation (KALU $111.65)
  • $111.65 P/E (TTM): 17.68X Cap: $1.90B
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Q: May I have the names of 2 or 3 aluminum stocks and suggested entry prices?
Wih appreciation,
Ed

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Read Answer Asked by Ed on March 16, 2023

• Tamarack Valley Energy Ltd. (TVE $11.16)
  • $11.16 Cap: $5.30B
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Q: What makes Tamarack Valley so unique amongst the small-mid cap oil/gas producers in Canada? Just curious to know if there are others you also recommend or is this one at the top of the list?

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Read Answer Asked by Eugene on March 16, 2023

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $50.30)
  • $50.30 P/E (TTM): 20.27X Cap: $3.63B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.88)
  • $50.88 P/E (TTM): 18.19X Cap: $25.52B
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• Vanguard S&P 500 Index ETF (VFV $160.78)
  • $160.78 P/E (TTM): 26.01X Cap: $27.66B
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Q: 3 ETF's for my 40 ish daughters RRSP

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Read Answer Asked by Ken on March 16, 2023

• Adobe Inc. (ADBE $246.87)
  • $246.87 P/E (TTM): 15.22X Cap: $100.98B
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• DocuSign Inc. (DOCU $49.14)
  • $49.14 P/E (TTM): 33.24X Cap: $9.79B
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Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod

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Read Answer Asked by Rodney on March 16, 2023

• Bank of America Corporation (BAC $46.37)
  • $46.37 P/E (TTM): 12.51X Cap: $336.08B
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• JPMorgan Chase & Co. (JPM $285.56)
  • $285.56 P/E (TTM): 14.34X Cap: $776.04B
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Q: Hi There similar to a question about easing into the Canadian banks during this time - would feel the same way about the US major banks?

Thanks!

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Read Answer Asked by Robert on March 16, 2023

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 37.74X Cap: $867M
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Q: Good Morning

If ECN were to be taken over what price might you believe it would take for the price to be succesfull?

Thks
Marse

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Read Answer Asked by Marcel on March 16, 2023

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1.06B
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Q: WELL down 5%+ of heavy volume late Wednesday. Don't see any news. Any explanation for the move?

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Read Answer Asked on March 15, 2023

• Suncor Energy Inc. (SU $87.70)
  • $87.70 P/E (TTM): 17.31X Cap: $101.04B
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Q: Pretty ugly day, particularly for oil. Is this just more negative market sentiment re banking fallout? Does your opinion still stand to pick away on the buy side?

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Read Answer Asked by Brett on March 15, 2023

Q: I never thought I would be prompted to ask a question like this but now I wonder...

If I have an account with a discount broker that is part of a big 5 bank which contains say, $250k of cash, and $250k of, for example BCE stock, is there a greater of losing the cash or the stock in a default? Thanks

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Read Answer Asked by Robert on March 15, 2023

Q: With all the trauma in the financial sector, would you add to existing positions in Canadian bank stocks? Those dividends are starting to look real good.
Thanks Ron

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Read Answer Asked by Ronald on March 15, 2023

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 37.74X Cap: $867M
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Q: Peter; Would GSY be a possible buyer of ECN? Thanks
Rod

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Read Answer Asked by Rodney on March 15, 2023

• Royal Bank of Canada (RY $220.07)
  • $220.07 P/E (TTM): 15.08X Cap: $311.35B
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• EQB Inc. (EQB $108.88)
  • $108.88 P/E (TTM): 18.21X Cap: $3.99B
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Q: Hello 5i Team,
I'm looking to buy a bank, I was leaning towards EQ or NB, but I'm open to all. Which bank would you purchase this week?

Thank you,
Brent

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Read Answer Asked by Brent on March 15, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.20)
  • $5.20 P/E (TTM): 17.6X Cap: $562M
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Q: Does the current panic in the financial sector make FSZ more attractive or less? Should we treat its recent 13% drop as an opportunity, or should we worry that spooked investors will withdraw assets?

Sometimes companies get taken private when their share price is depressed; given such a move, would shareholders likely be the losers? Not so long ago (at $1/share higher), you characterized FSZ as "fine for income"; do you still think so?

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Read Answer Asked by John on March 15, 2023

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,394.60)
  • $2,394.60 P/E (TTM): 8.09X Cap: $51.67B
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• Intact Financial Corporation (IFC $250.99)
  • $250.99 P/E (TTM): 13.91X Cap: $45.29B
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Q: Looking at one of these two for long term growth.
Discuss the strength and weaknesses of both and reasons for your pick. Thanks. Derek

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Read Answer Asked by Derek on March 15, 2023

• iShares U.S. Regional Banks ETF (IAT $51.17)
  • $51.17 P/E (TTM): 11.58X Cap: $555M
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Q: One comment this am: "regional banks, the buying opportunity of a lifetime" How would you approach this opportunity?
Thanks Peter

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Read Answer Asked by Peter on March 15, 2023

• BMO Covered Call Canadian Banks ETF (ZWB $24.89)
  • $24.89 P/E (TTM): 15.51X
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• BMO Covered Call Utilities ETF (ZWU $12.18)
  • $12.18 P/E (TTM): 16.11X Cap: $2.13B
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Q: I am thinking of picking up ZWU and ZWB for income at this time. Your thoughts please.
Thank you.
Martin

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Read Answer Asked by Martin on March 15, 2023