Investment Q&A

• Alcanna Inc. (CLIQ)
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Q: I have continued to hold because I thought the overall strategy was sound and selling pot as a retail business makes longer term sense compared to the valuations in the pot growing companies themselves. Can you comment on recent earnings and how you see management's strategy playing out? Does their generally optimistic evaluation of the quarter and their prospects seem reasonable?
Thank-you.

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Read Answer Asked by Alex on November 19, 2019

• ATS Corporation (ATS)
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Q: I have held this company for a long time. Is it time to buy,sell or hold.

Thanks

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Read Answer Asked by VICKI on November 19, 2019

• Aurora Cannabis Inc. (ACB)
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Q: Greetings 5i,

What is ACB book value? It looks to be trading below book value? Can you break the number down so I can understand what accounts for the number. I know Aurora also owns liquor distribution outlets in Alberta.

What do you think of the current valuation?

Cheers!

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Read Answer Asked by Duane on November 18, 2019

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• INVESCO QQQ Trust (QQQ)
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• Vanguard Information Technology ETF (VGT)
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Q: I am looking to take on some technology exposure in my RRSP, and leaning toward ETF rather than individual stocks. Would appreciate a couple ideas for core holdings in this sector. Thanks

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Read Answer Asked by Steven on November 18, 2019

• Zoetis Inc. Class A (ZTS)
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• lululemon athletica inc. (LULU)
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• MSCI Inc. (MSCI)
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Q: Can you give me for and against thesis for ZOE, LULU, MSCI and which would be your current preference?
Thank you

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Read Answer Asked by Mark on November 18, 2019

• Real Matters Inc. (REAL)
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Q: Hi there, I noticed REAL has pretty much made a round trip back to it's day 1 listing price. What are your thoughts on this company going forward and would you be comfortable taking a position in the name?

Thank you!

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Read Answer Asked by Michael on November 18, 2019

• Aphria Inc. (APHA)
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Q: I know tour not keen on this stock my average cost is 11.00 should I buy more hold or sell Thanks

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Read Answer Asked by Jo-Anne on November 18, 2019

• Medtronic plc. (MDT)
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• Roku Inc. (ROKU)
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Q: What US companies would you suggest I look into for a growth portfolio.

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Read Answer Asked by Matt on November 18, 2019

• Bird Construction Inc. (BDT)
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Q: How material is Bird,s contract on lng project in Kitmat. I don’t have exposure to infrastructure. A while back I traded this stock and made money. My objective this time is for diversification and longer term hold. The divided also fits in nicely with my portfolio. Your opinion on it’s valuation.
Would you buy it or are there better opportunities in the industry? Opinion please. Thank you.

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Read Answer Asked by Roy on November 18, 2019

• Restaurant Brands International Inc. (QSR)
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• Premium Brands Holdings Corporation (PBH)
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Q: I sold my PBH in the mid 90s, and am wondering if I should buy it back now, or is QSR a better buy today. I would it hold fit or a few years. Which do you prefer today, and why?

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Read Answer Asked by Paul on November 15, 2019

• Quorum Information Technologies Inc. (QIS)
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Q: What is 5i's opinion on Quorum's Q3 results and how does it compare to analyst expectations?

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Read Answer Asked by Charles on November 15, 2019

• Sangoma Technologies Corporation (STC)
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Q: Please comment on Q1.

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Read Answer Asked by sandy on November 15, 2019

• Village Farms International Inc. (VFF)
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Q: Can you please comment about company’s growth? Would you buy it at current price level?

Thanks!

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Read Answer Asked by Nick on November 14, 2019

• Canopy Growth Corporation (WEED)
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Q: Weed is trading near $20. Is it a interesting speculation near that price? Thanks for your previous advice on that stock; you saved me thousands of $.

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Read Answer Asked by George on November 14, 2019

• Raytheon Company (RTN)
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• The Rubicon Project Inc. (RUBI)
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• The Trade Desk Inc. (TTD)
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• Guardant Health Inc. (GH)
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Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?

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Read Answer Asked by Paul on November 14, 2019

• MediPharm Labs Corp. (LABS)
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Q: Hello Peter,
Medipharm labs reported a strong quarter and yet the stock took a tumble. Any comments please?

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Read Answer Asked by umedali on November 14, 2019

• Boyd Group Income Fund (BYD.UN)
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• Roku Inc. (ROKU)
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Q: Is there currently a stock that 5I considers a "screaming buy" in Canada or the US for a short or long term hold.

Thanks Valter

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Read Answer Asked by Valter on November 14, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hi,
I have a 1% starter position in Goose. I was holding off on adding till after they reported. Would you add now during this pull back? Is the growth story still intact?
Thanks,
Kerri

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Read Answer Asked by KERRI on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Just to polish off the answer to Adam's question on GOOS, what do you reccomend to those holding the stock given all of the new info brought to light?

Sheldon

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Read Answer Asked by Sheldon on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: GOOS looked to have a good quarter, reiterated guidance, was trading higher in pre-markets this morning and now is getting hammered. Obviously I missed something... Where do you see GOOS going from here and what is dragging it down today?

Thanks!

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Read Answer Asked by Adam on November 13, 2019