Investment Q&A

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hello -
I'd like to buy ATD.B. It appears to be at a reasonable valuation relative to it's past if I'm interpreting my info from Morningstar correctly. I'm just wondering how much of this comes at the expense of their exposure to transportation fuel. I already own SU, TRP and ENB to know enough of how the association with "dirty" energy knocks down a stock's price.
I know that you like their management. Do you have concerns about ATD.B going forward with all the talk of EV's these days ?

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Read Answer Asked by James on November 30, 2020

• Strathcona Resources Ltd. (SCR)
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Q: A friend of mine mentioned this company to me today. And it looks like they got their license for people to gamble n sports. When will this take effect or is it already started. WOULD YOU HAVE ANY THOUGHTS ON THIS COMPANY. THANKS AGAION GUYS

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Read Answer Asked by wilson on November 30, 2020

• Data Communications Management Corp. (DCM)
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Q: Any thoughts on why DCM has more than doubled in the past week? Are you still extremely negative on the stock?
Thanks
Philip

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Read Answer Asked by Philip on November 30, 2020

• Grayscale Bitcoin Trust (GBTC)
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• Bitcoin Fund The (QBTC)
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Q: Greetings 5i Team,
Is there any ETF that you could suggest,for crypto currency both in Canada and US. Or what is the best way to get some exposure in to this crypto market.

Thank you
Ravi.

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Read Answer Asked by Raveendra on November 27, 2020

• iShares S&P/TSX Global Gold Index ETF (XGD)
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• iShares Gold Bullion ETF (CGL)
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• Sprott Physical Gold Trust Unit (PHYS)
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Q: I have been reading that given the current situation one should have about 5% or so in gold. I would be interested in your recommendation on:
1. This recommendation
2. Which of the above(s) would you buy or other?
Thanks again.

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Read Answer Asked by Danny-boy on November 27, 2020

• BCE Inc. (BCE)
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• Bank Of Montreal (BMO)
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Q: Looking to sell some BCE and BMO re tax loss
and then re-buying either one in Jan/21 and
also BAM.A.
Your thoughts will be appreciated

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Read Answer Asked by Elgin on November 27, 2020

• Labrador Iron Ore Royalty Corporation (LIF)
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Q: LIF-T issued a press release announcing a dividend payable Dec 17, 2020. The release did not state the 'ex-date' or the 'amount per share', Can you provide this detail? Thanks

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Read Answer Asked by Gordon on November 27, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi,

Not sure where I read it but somewhere I saw a comparison of SHOP to the FAANG stocks and that it could achieve that level over time. Do you agree? Could it be a trillion dollar company? Can you see a large tech company in the U.S. acquiring it?

Thanks,
Jason

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Read Answer Asked by Jason on November 27, 2020

• Flutter Entertainment Plc (PDYPF)
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Q: why is flutter up today? what impact will Britains exit from the European Union have on flutter? thanks Richard

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Read Answer Asked by richard on November 27, 2020

• Real Matters Inc. (REAL)
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Q: This company seems to check all the boxes. Gaining share in a market, operating a capital-light business model that is tech-enabled with the network-effects of a platform connecting independent real estate professionals to lenders while growing new lines of business adjacent to their bread and butter (in Title Insurance and Data). Does this company seem too good to be true and there's some suspicious going on that we don't understand as minority shareholders?

If the business is so good, go high margin and so easy to win deals with Tier 1/2/3 suppliers doesn't that sounds like there barriers to entry are low and there may be increasing competitive forces coming up the rear end?

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Read Answer Asked by Eugene on November 27, 2020

• Dye & Durham Limited (DND)
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Q: Any particular reason for the recent rally?

Keep up the good work!

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Read Answer Asked by Leo on November 27, 2020

• Enbridge Inc. (ENB)
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• Algonquin Power & Utilities Corp. (AQN)
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• Superior Plus Corp. (SPB)
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• Labrador Iron Ore Royalty Corporation (LIF)
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• Russel Metals Inc. (RUS)
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• Rogers Sugar Inc. (RSI)
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Q: Please rank these stocks in terms of safety of dividends and please provide payout ratio for each. Thank you!

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Read Answer Asked by Chris on November 27, 2020

• NVIDIA Corporation (NVDA)
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• Palantir Technologies Inc. (PLTR)
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Q: Good Morning
Considering recent price movements, which stock do you prefer with a 3-5 year timeframe, NVIDIA or PALANTIR?

Thank you

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Read Answer Asked by Marty on November 27, 2020

• H2O Innovation Inc. (HEO)
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Q: Could you please update on HEO, is this a good small cap stock for long term? Many thanks

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Read Answer Asked by Hue on November 27, 2020

• Park Lawn Corporation (PLC)
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• Carriage Services Inc. (CSV)
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• Service Corporation International (SCI)
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Q: Hello,

Would really appreciate your view on those companies and the sector in general going forward.
Also, are there any other alternatives to PLC sector wise in Canada?

Thank you kindly

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Read Answer Asked by Timour on November 27, 2020

• Constellation Software Inc. (CSU)
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Q: With no regard to market cap, classification etc., who would your top 5-10 management teams be in Canada right now?

Any small/med. cap companies that stand out to you just on management alone?

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Read Answer Asked by Jeff on November 27, 2020

• ARC Resources Ltd. (ARX)
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• Tourmaline Oil Corp. (TOU)
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• Enerplus Corporation (ERF)
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• Canacol Energy Ltd. (CNE)
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Q: I have losses on ERF and ARX, thinking of switching them to one or combination of CNE, SU and TOU or any suggestion you may have for less risk and better recovery. Your opinion please. Thanks

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Read Answer Asked by Saad on November 27, 2020

Q: Hi, what do you think about this news about Microsoft Cloud Provider AvePoint Going Public Via Apex Technology SPAC ? It a SAAS provider for Microsoft 365 customers and it has plans to grow 25% or more and it have EBIT margins of 10%. I did not understand the symbols, it will start with AXPT and after it will change to AVPT ?

https://m.benzinga.com/article/18489999?utm_referrer=https%3A%2F%2Fwww.google.com%2F&utm_source=https%3A%2F%2Fwww.google.com%2F

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Read Answer Asked by Clayton on November 27, 2020

• Ivanhoe Mines Ltd. (IVN)
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Q:
Metals generally and more so copper seem to be on a roll. Your thoughts on this continuing and a few stocks with good growth. cheers. Great service

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Read Answer Asked by kenneth on November 27, 2020

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: Hello 5i,
I am a 74 buy and hold income investor investing for dividends with some growth positions.You wrote on October 2 that Cu was OK for income. Are you still OK with Cu for income or should I sell then add to Fortis, NWS, SLF and QSR?
Thank you
Stanley

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Read Answer Asked by STANLEY on November 27, 2020