Investment Q&A

• Vanguard Short-Term Bond ETF (BSV)
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• iShares Floating Rate Bond ETF (FLOT)
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• JPMorgan Ultra-Short Income ETF (JPST)
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Q: What ETFs would you recommendations for US dollar floating rate or very short term bond exposure?

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Read Answer Asked by Andre on March 22, 2021

• Emera Incorporated (EMA)
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• Boralex Inc. - Subscription Receipts - July 2018 (BLXR)
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Q: The other day i asked about selling emera. There were a few details that i neglected to mention. I am thinking of investing the money in clean energy utility. Because they are currently down i thought it a good idea. Looking at utilitirs, though, is it reasonable to have too big a concentration? I already ow icln and algonquin. But, if the answer is yes on that score, which one? i already own a full position in Bam.a. Does this mitigate against Brookfields energy arm and then most reasonably leave boralex?
Thanks

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Read Answer Asked by joseph on March 22, 2021

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Affirm Holdings Inc. (AFRM)
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Q: I get why rising rates would help good 'ol fashion bank stocks. While fintech names seem to be considered more growth oriented, wouldn't higher rates ultimately help those stocks as well?

I own the names above. Any issues with any of them?

Thanks

Dave

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Read Answer Asked by David on March 22, 2021

• AbbVie Inc. (ABBV)
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• Medtronic plc. (MDT)
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• Merck & Company Inc. (MRK)
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• Profound Medical Corp. (PRN)
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Q: Health seems to now be a preferred sector. What would your top two choices be in this sector ?
Regards, David

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Read Answer Asked by David on March 22, 2021

• Premier Health of America Inc. (PHA)
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• The Duckhorn Portfolio Inc. (NAPA)
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Q: Can you give your opinion on their last acquisition? And what you think of NAPA ipo?
thank you

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Read Answer Asked by francis on March 22, 2021

Q: Hi,
I was wandering if there is a list of stocks that provide monthly income and from the list which stocks would you recommend in regards to income security and have some growth associated with the stock.

Regards,
Ed

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Read Answer Asked by Edward on March 22, 2021

• Schrodinger Inc. (SDGR)
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Q: Can you provide your outlook for this company? I noticed that Bill Gate's Foundation recently acquired shares.

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Read Answer Asked by Ian on March 22, 2021

• AirBoss of America Corp. (BOS)
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Q: Hi Peter & Team
is BOS still buyable as its had a tremendous run up in the last ten days.?
Would you wait for a pull back?
Overall do you think that BOS is a good investment?
Thanks , Ron

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Read Answer Asked by Ron on March 22, 2021

Q: when you are asked to rank companies, am I right in assuming you rank highest to lowest?

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Read Answer Asked by M.S. on March 22, 2021

• Visa Inc. (V)
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Q: How serious is this investigation against Visa ?

Do you think it will Visa, is this a good point to enter visa ?

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Read Answer Asked by HARRY on March 22, 2021

• Real Matters Inc. (REAL)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: What would be your thoughts on swapping REAL for EGLX today?

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Read Answer Asked by Andrew on March 22, 2021

• WELL Health Technologies Corp. (WELL)
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Q: My question is on WELL’s recent earnings report. With a revenue run rate of $300M, doesn’t this give WELL a forward-looking P/S ratio of less than 5? This sounds incredibly cheap for a high-growth, small cap company. What am I missing? Trailing revenue run rate was only $50M. Has the big jump in revenue already been priced in?

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Read Answer Asked by Laxmyharan on March 22, 2021

• Real Matters Inc. (REAL)
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Q: Any news on REAL? It has only one, which unfortunately is down for 8 months. It's basically at the same level since last February, while the real estate market it's booming. Something doesn't add up

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Read Answer Asked by Marios on March 22, 2021

• Dye & Durham Limited (DND)
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Q: Hi 5i,

I am beginning to wonder about DND’s management. Can you explain why there was no press release in Canada or on their website about not pursuing the IDOX deal?

Does your opinion of DND change due to not acquiring IDOX.

Thanks
John

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Read Answer Asked by John on March 22, 2021

• New Look Vision Group Inc. (BCI)
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Q: What an unexpected surprise. Do you reccommend we sell the stock in the market place, now that it will find a bid or shall we hold for the cash takeout?

What is timing and price on the takeout?

Thanks

Sheldon

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Read Answer Asked by Sheldon on March 22, 2021

• goeasy Ltd. (GSY)
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Q: DO YOU RECOMMEND BUYING OR SELLING

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Read Answer Asked by Dennis on March 22, 2021

• Dollarama Inc. (DOL)
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• Boyd Group Services Inc. (BYD)
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Q: Looks like BYD and DOL are both rallying into their earnings. I am expecting a good dividend increase from DOL but not sure what to expect from BYD. What does 5i think?
Also, do you think BYD can actually grow their stores by 700 over the next five years?
Thanks Keith

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Read Answer Asked by Keith on March 22, 2021

• iShares 20+ Year Treasury Bond ETF (TLT)
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• ProShares Short 20+ Year Treasury -1x Shares (TBF)
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Q: Suppose an investor believes that the US Treasury market is at the end of its multi decade rise and likely to collapse within the next 1-3 years. Is there a low cost way to short US Treasuries you could recommend? If so then what about at different maturities? What would be your opinion about this strategy and its risk?

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Read Answer Asked by Steven on March 22, 2021

• Sylogist Ltd. (SYZ)
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Q: Hello,
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you

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Read Answer Asked by Timour on March 22, 2021

• goeasy Ltd. (GSY)
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Q: Hi,
I noticed other questions covering the fact GSY was added to the index and that we might expect a bit of pick up and / or increased volume with it. However, it seemed to drop fairly hard on Friday and I am wondering if I've missed something material here. Interested in your thoughts and as always appreciate the input! Thanks,
Dawn

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Read Answer Asked by Dawn on March 22, 2021