Investment Q&A

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Lundin Mining Corporation (LUN)
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• Hudbay Minerals Inc. (HBM)
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• Copper Mountain Mining Corporation (CMMC)
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Q: Hello Peter and Team
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf

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Read Answer Asked by Raoul on May 14, 2021

• Sangoma Technologies Corporation (STC)
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Q: STC is supposed to report on 5/27 (about two weeks from now). What are the expected EPS, revenue and net income figures? As well, what would we see in the future guidance? Thanks.

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Read Answer Asked by Victor on May 14, 2021

• Cemex S.A.B. de C.V. Sponsored ADR (CX)
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Q: Hello again your thoughts on Cemex please thanks

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Read Answer Asked by George on May 14, 2021

• YETI Holdings Inc. (YETI)
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Q: Hello,

What are your thoughts on Yeti? Is it too pricey or worth starting a position? Is this a cyclical stock?Thanks. Shyam

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Read Answer Asked by Shyam on May 14, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Flutter Entertainment Plc (PDYPF)
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Q: My timing of buying flutter was unfortunate, am I to assume that it has just been punished for being an expensive growth company along with the rest? Do you like a guy of Aritzia with today’s weakness due to financing? Thx as always for great service

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Read Answer Asked by Brian on May 14, 2021

• Descartes Systems Group Inc. (The) (DSG)
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• Leon's Furniture Limited (LNF)
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Q: I hope all is well. Given the current market conditions are there any stocks that in your educated and experienced opinion that look to be just too cheap? Any suggestions for stink bids on some as well? I realize you do not have a crystal ball. Thanks so much. Dan

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Read Answer Asked by Danny-boy on May 14, 2021

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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• Real Matters Inc. (REAL)
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• Etsy Inc. (ETSY)
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• Redfin Corporation (RDFN)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Pinterest Inc. Class A (PINS)
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• Unity Software Inc. (U)
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Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!

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Read Answer Asked by Tim on May 14, 2021

• SolarEdge Technologies Inc. (SEDG)
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Q: Hi 5i Team,

Can you please provide your update commentary on SEDG and whether you would consider it a good investment right now? How would you compare it to some of the other companies in the renewable energy space?

Thanks,
Jon

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Read Answer Asked by Jonathan on May 14, 2021

• Home Capital Group Inc. (HCG)
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Q: Thoughts on the quarter? Do YOU think HCG will reinstate dividend soon? Do they have the same restrictions from OSFI as the big banks where they can not raise their dividend during COVID?

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Read Answer Asked by Robert on May 14, 2021

• MindBeacon Holdings Inc. (MBCN)
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Q: Hello
Could you comment on MBCN earnings?
Thank you

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Read Answer Asked by Stephane on May 14, 2021

• Polaris Renewable Energy Inc. (PIF)
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Q: Hi team,

How does it rank among your preferred utilities ? Why ?
Would you buy it now for good growth in a reasonable period of time ?
Have a good day,

Jacques IDS

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Read Answer Asked by Jacques on May 14, 2021

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: What do you think of nwh.un latest earnings
Thanks Phil

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Read Answer Asked by philip on May 14, 2021

• Canadian National Railway Company (CNR)
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Q: Please give me your thoughts on CNR's successful bid for Kansas City Southern. Is this good for CNR's stock in the short and long term. Any pertinent comments would be appreciated. Thanks

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Read Answer Asked by Brian on May 14, 2021

• Exchange Income Corporation (EIF)
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on May 14, 2021

• Enthusiast Gaming Holdings Inc. (EGLX)
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• Unity Software Inc. (U)
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Q: Have fundamentals changed or have these just been caught up in the market shift? Down on these stocks, would you add or avg down to current positions at these levels or hold? Thanks!

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Read Answer Asked by Keith on May 14, 2021

• Knight Therapeutics Inc. (GUD)
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Q: Thoughts on the quarter?

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Read Answer Asked by Chris on May 14, 2021

• UGE International Ltd. (UGE)
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Q: Please comment on results

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Read Answer Asked by hal on May 14, 2021

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Your thoughts please on their decline today and earnings? Thanks as always.

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Read Answer Asked by Doug on May 14, 2021

Q: Which of these two would be best suited for RRSP accounts vs Taxable accounts?

I would note that analyst price targets are quite wide ranging for BEP.UN. Can you please shed some light on why you think this is so?

Thanks for your insights.

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Read Answer Asked by Arthur on May 14, 2021

• Enbridge Inc. (ENB)
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Q: Good morning,

In light of the most recent overtures by the Michigan State governor, could you please offer some insights ? Is this a manageable event ?
Thank you.

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Read Answer Asked by Brad on May 14, 2021