Investment Q&A

• Mosaic Company (The) (MOS $26.62)
  • $26.62 P/E (TTM): 15.51X Cap: $8.45B
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• Nutrien Ltd. (NTR $103.70)
  • $103.70 P/E (TTM): 36.09X Cap: $50.12B
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• Farmland Partners Inc. (FPI $11.62)
  • $11.62 P/E (TTM): 18.92X Cap: $498M
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• Gladstone Land Corporation (LAND $10.28)
  • $10.28 Cap: $428M
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Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan

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Read Answer Asked by DANIEL on August 30, 2021

• Lithium Americas Corp. (LAC $5.78)
  • $5.78 Cap: $1.81B
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• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X
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• Sociedad Quimica y Minera S.A. (SQM $82.48)
  • $82.48 P/E (TTM): 32.72X Cap: $23.55B
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Q: Could you please recommend 3 or 4 lithium producers, CND or US. Always thankful. Best service available.

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Read Answer Asked by Rob on August 30, 2021

• Noront Resources Ltd. (NOT $1.10)
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Q: What's up here? $.55 cash offer and now it's up to $.80 today?
B, S or H?

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Read Answer Asked by Tim on August 30, 2021

• Capstone Copper Corp. (CS $11.89)
  • $11.89 P/E (TTM): 19.89X Cap: $9.07B
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• Copper Mountain Mining Corporation (CMMC $2.49)
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Q: I would like to invest in the expected future demand for copper. What are your favorite companies in this space.
Thanks for your thoughts.
Ian

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Read Answer Asked by Ian on August 30, 2021

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: There has been recent news (which I did not think was extremely material) but there seems to have been a very strong recovery based on this? Thoughts on this company in the near term and longer term?

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Read Answer Asked by Shyam on August 30, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Thoughts on this stock and valuation/growth? It has fallen a bit... wondering if I should sell or not

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Read Answer Asked by Max on August 30, 2021

• M/I Homes Inc. (MHO $123.88)
  • $123.88 P/E (TTM): 8.0X Cap: $3.19B
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• NVR Inc. (NVR $6,755.50)
  • $6,755.50 P/E (TTM): 14.87X Cap: $18.76B
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Q: Hi, Between these two which one would you pick. Already have a half position in NVR..Should I add to that or buy some MHO? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on August 30, 2021

• Amazon.com Inc. (AMZN $221.25)
  • $221.25 P/E (TTM): 29.81X Cap: $2.37T
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• Alphabet Inc. (GOOG $314.74)
  • $314.74 P/E (TTM): 28.12X Cap: $3.83T
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• Microsoft Corporation (MSFT $374.33)
  • $374.33 P/E (TTM): 23.28X Cap: $2.77T
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Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc

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Read Answer Asked by Marc on August 30, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: What are your thoughts on SQ.US compared to NVEI.TO for growth
thanks
Peter

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Read Answer Asked by Peter on August 30, 2021

• Dell Technologies Inc. Class C (DELL $185.47)
  • $185.47 P/E (TTM): 23.2X Cap: $119.76B
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Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?

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Read Answer Asked by J on August 30, 2021

• Superior Plus Corp. (SPB $6.50)
  • $6.50 P/E (TTM): 13.21X Cap: $1.42B
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• Alaris Equity Partners Income Trust (AD.UN $22.00)
  • $22.00 P/E (TTM): 11.53X Cap: $997M
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• Exchange Income Corporation (EIF $105.00)
  • $105.00 P/E (TTM): 34.8X Cap: $5.89B
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Q: Which stock of these three do you prefer and what order would you put them in.

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Read Answer Asked by don on August 30, 2021

• NVIDIA Corporation (NVDA $182.08)
  • $182.08 P/E (TTM): 36.35X Cap: $4.42T
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• Roku Inc. (ROKU $100.99)
  • $100.99 P/E (TTM): 175.95X Cap: $14.88B
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• CrowdStrike Holdings Inc. (CRWD $426.51)
  • $426.51 Cap: $108.16B
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• Lightspeed Commerce Inc. Subordinate (LSPD $8.72)
  • $8.72 Cap: $1.19B
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• Unity Software Inc. (U $22.24)
  • $22.24 Cap: $9.70B
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• Upstart Holdings Inc. (UPST $27.31)
  • $27.31 P/E (TTM): 62.98X Cap: $2.67B
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Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB

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Read Answer Asked by bob on August 30, 2021

Q: Please explain where a bought deal is announced by a Company with a broker at a discount to the share price at the time of announcement, where the institution then "shorts' the stock to cover the PP. Rookie question, but the only dumb question is the one not asked.

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Read Answer Asked by Kelly on August 30, 2021

• Canaccord Genuity Group Inc. Cumulative 5-Year Rate Reset First Preferred Shares Series A (CF.PR.A $22.49)
  • $22.49 Cap: $1.23B
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Q: Hi 5i,

If your recommendation is to use the 3 month T-Bill alternative, what do you see as the high for this rate over the next 5 years?

Thanks for your guess.

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Read Answer Asked by John on August 30, 2021

• Hims & Hers Health Inc. Class A (HIMS $19.39)
  • $19.39 P/E (TTM): 39.0X Cap: $4.41B
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Q: What do you think about this one here? Got a tip about it and it looks beaten down.

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Read Answer Asked by Danielle on August 30, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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Q: Bought these when you first put them into the Growth Portfolio. Was wondering if you still feel that they have potential. What do you think is needed to get them going in a positive direction? What do their financials look like?
Thanks for your invaluable wisdom and knowledge.
John

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Read Answer Asked by John on August 30, 2021

• NVIDIA Corporation (NVDA $182.08)
  • $182.08 P/E (TTM): 36.35X Cap: $4.42T
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Q: Lots of talk about China taking over Taiwan. Maybe something happens, maybe not. How would a disruption in Taiwan Semiconductor production/supply impact NVDA in the short to intermediate term? Should the market be pricing in this risk in your opinion?

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Read Answer Asked by Joel on August 30, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.09)
  • $12.09 Cap: $1.65B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $92.83)
  • $92.83 P/E (TTM): 292.4X Cap: $11.95B
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Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You

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Read Answer Asked by rajeev on August 30, 2021

• Amazon.com Inc. (AMZN $221.25)
  • $221.25 P/E (TTM): 29.81X Cap: $2.37T
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Q: Hi Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis

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Read Answer Asked by Dennis on August 30, 2021

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.98)
  • $46.98 P/E (TTM): 6.04X Cap: $3.83B
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• iShares Core MSCI Emerging Markets ETF (IEMG $74.14)
  • $74.14 P/E (TTM): 7.35X Cap: $144.04B
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Q: Hi Guys
For a long term hold, if your view is the U.S. dollar will decline steeply over time, would it not be best to purchase my Emerging Markets through IEMG, as the foreign currencies become worth more against the U.S. dollar?
thanks Gord

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Read Answer Asked by Gordon on August 30, 2021