Investment Q&A

Q: Responding to Wilson on Dec 21 you stated that Acuity Ads was moving up based on a "comparable valuation move" relative to TTD based on "price to sales" and that "momentum in the stock is about the best we have seen".  Valuation relative to competitor MGNI was also mentioned in your response.  Since then AT is up approx 40% while TTD is flat, and MGNI has more than doubled.  Please provide an update on the current relative valuation of AT, TTD and MGNI using the price to sales metric (and any additional metric that you feel may be relevant).  Do you consider AT to still be significantly undervalued relative to TTD and MGNI?  Looking ahead, is it a takeover target?  Do you think that the current momentum on AT will push it higher?  Are there any catalysts on the horizon that may push it higher?  Thanks to 5i I have a substantial position in AT with a cost base of $1.46.  I really like to let my winners run but sitting on a holding with a 19x gain, I need to decide if/when to liquidate some of the position.....thank you.

Q: What is your opinion of Invesco International Fund Series F or other Invesco International Fund Series?

Q: I am looking at adding to our TFSA accounts - I know you like CRWD and NVDA - but which one would you add now - for growth.
Thanks

Q: Hello Peter,
With the US elections and the senate win by the democrats, I was expecting that the US cannabis stocks would surge alot more than the Canadian ones. However, this is not the case and am wondering what that is.. For example. if you look at Aphria and Tilray, and Organirams, they have surged alot more than companies that are actually making money like Curaleaf in the USA .. Do you think this is because US companies are not surging as much due to them being on CDNX (not on TSX or NYSE) and may not be readily available for US investors..Also, can you comment on why Medmen is going through the roof in the last 5 days..? thanks very much

Q: Just wondering about the wisdom of purchasing this stock just to capture the dividend then selling it. You would only need to hold it for the time period necessary to be guaranteed the dividend which would be just a few days. I suspect the share price would not drop substantially in those few days. I do not care about share price appreciation that one would get with a buy and hold strategy.

Q: hi, What yours thoughts for those Fund for 2/3% portfolio?
is it to expensive?
thanks jean guy.

Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David

Q: Which one offers the best return over the next 5 years?

Q: Your pick between these two utilities? Any other thoughts? Already own AQN. Just exited Fortis.

Thanks

Q: Just wondering, in your opinion, does QBTC.U in a TFSA beat BTC in a crypto account, even with QBTC.U's premium and MER. Thanks for any help you can give.

Q: Your thoughts on their LOI?

Q: 5i,

A bit more information for Yves question on WELL. The following from an RBC note on CRH may be the major concern.

“Uncertainty regarding potential loss of largest customer. In December 2020, CRH disclosed that its largest customer (United Digestive, guided to contribute ~20% of 2021 Adj. EBITDA to SH) doesn't intend to renew its service agreement with CRH, which would negatively impact CRH's results beginning in 2022. Negotiations are continuing.”

Q: last question on GMA was in november, it's up 20% today ,what's up?

Q: Any news on TLO? 7 mil plus shares trading today. Up 40% at one point.

TKS
M

Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.

Q: What is your view on a core portfolio of the following ETFs: IEMG (12%), IEFA (23%), ITOT/ VFV (40%). The US ETFs would be in RRSP to minimize fees and withholding taxes while VFV would be in a TFSA. Both accounts would be supplemented with individual stocks from the 5i balanced/growth portfolios and a select few US stocks (CRWD, U, SQ, PINS, PLTR, NVDA) for Canada/growth exposure. Do you prefer Vanguard’s comparative US ETFs over the ones mentioned or are you largely indifferent? Thanks!

Q: Hi Guys
How do you think Mawer International fund will perform going out 5 or 10 years, or would you choose Emerging Markets instead, Would China be a risk ?
Geographic Allocation
45.9% Europe Ex. U.K.
20.0% United Kingdom
14.2% Asia Pacific Ex. Japan
10.7% Japan
5.3% United States
3.9% Cash & Cash Equivalents
0.0% Middle East/Africa
0.0% Latin America
0.0% Canada

Q: Do you think DocuSign has a lot of potential still, or do you think its shares (like zoom) skyrocketed only from Covid and the company is trading at far too high a premium? Would you enter DOCU today ?

Q: What is your understanding of the retracement to the stock from the $9.80 to now under $9.00 when principals are willing to pay more than the market gives. What is the market skeptical about ? What are the reasons you think for the lack of enthusiasm ? Is this because of a dilution effect or something?

Thank you for your guidance.

Yves

Q: USA is currently in talks with nickel mining companies in Canada, trying to alter it's dependence on Chinese companies supplying periodic table elements to them. Do you see a Canadian company/ companies benefiting from nickel supply to the EV market that are current producers, or in early development of mining that can fill this need that are undervalued. Alternately is there a royalty company supplying nickel. Which company would you pick.