Investment Q&A

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.93)
  • $33.93 P/E (TTM): 12.42X Cap: $359M
  • View ZUB Profile
  • View Questions on ZUB

Q: Good Morning
A report issued today by the Bank of America is bullish on Canadian banks. Can you say the same for the American banks?
I own ZUB and I will appreciate your views on this ETF going forward. Do you advise, at this stage, to switch to the unhedged version which is ZBK ?
Thank you for your insight.
Terry

Upvote 0

Read Answer Asked by Terry on February 05, 2021

• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: At one time was up35% in real and am now down 10%. Wondering if I should sell it now as I'll only have about 3-4 years to hold it.
Thanks for your great advice.

Upvote 0

Read Answer Asked by Bonnie on February 05, 2021

• Pinterest Inc. Class A (PINS $32.51)
  • $32.51 P/E (TTM): 11.72X Cap: $22.10B
  • View PINS Profile
  • View Questions on PINS

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on February 05, 2021

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I never own CSU before but with TOI is being published. Would you recommend to own TOI for 10% of the portfolio?

Thank you,

Upvote 0

Read Answer Asked by Kay on February 05, 2021

Q: I missed your talk on the money show. Would you be able to provide a link please?

Upvote 0

Read Answer Asked by Steven on February 05, 2021

• Electrameccanica Vehicles Corp. Ltd. (SOLO)
  • Cap: $25M
  • View SOLO Profile
  • View Questions on SOLO

Q: Hi 5i,

I hear lot's of hypes around Solo, last review was Nov 2020 with now support from your group, have your perspective changed?

Upvote 0

Read Answer Asked by Frederic on February 05, 2021

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Do you still consider Enbridge as a long term hold?

Thanks
Paul

Upvote 0

Read Answer Asked by Paul on February 05, 2021

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric

Upvote 0

Read Answer Asked by Eric on February 05, 2021

• Open Text Corporation (OTEX $52.96)
  • $52.96 P/E (TTM): 22.99X Cap: $13.46B
  • View OTEX Profile
  • View Questions on OTEX

Q: Please comment on the quarter reported Feb 4.
An extraordinary charge results in a loss .

Upvote 0

Read Answer Asked by Doug on February 05, 2021

• Beyond Inc Com (OSTK)
  • Cap: $760M
  • View OSTK Profile
  • View Questions on OSTK

Q: Hello 5i
Could I have your assessment of OSTK please?
Also who are their peers/competitors?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on February 05, 2021

• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
  • View META Profile
  • View Questions on META
• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
  • View QCOM Profile
  • View Questions on QCOM
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Snap Inc. Class A (SNAP $7.60)
  • $7.60 Cap: $12.84B
  • View SNAP Profile
  • View Questions on SNAP
• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 60.19X Cap: $23.94B
  • View TTD Profile
  • View Questions on TTD
• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
  • View U Profile
  • View Questions on U
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

Upvote 0

Read Answer Asked by Antonio on February 05, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
  • View QCOM Profile
  • View Questions on QCOM
• NXP Semiconductors N.V. (NXPI $206.38)
  • $206.38 P/E (TTM): 24.4X Cap: $51.94B
  • View NXPI Profile
  • View Questions on NXPI

Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.

Upvote 0

Read Answer Asked by Thomas on February 05, 2021

• Greenbrook TMS Inc. (GTMS $0.97)
  • $0.97 Cap: $45M
  • View GTMS Profile
  • View Questions on GTMS
• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
  • View FD Profile
  • View Questions on FD

Q: Can you be kind to comment on Greenbrook TMS recent activities. Bought it approx 2 years ago, it went down then recently up 20 % from where I bought it. Today it consolidated 5 to 1 share and apparently will be listed on the Nasdaq. Should I keep it.
Also Facedrive was up 27 % today. Are you still reluctant to own this company & why. Thank You

Michel

Upvote 0

Read Answer Asked by Michel on February 05, 2021

• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $230M
  • View STC Profile
  • View Questions on STC

Q: Please comment on Q2 results released after market closed today. Stc remains halted with a $4 bid/ask.Please advise who & how the bid/ask is set. Hopefully the situation will be resolved favourably. Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on February 05, 2021

• NextEra Energy Inc. (NEE $81.64)
  • $81.64 P/E (TTM): 28.59X Cap: $170.02B
  • View NEE Profile
  • View Questions on NEE

Q: Is there something about NEE that might make you lean towards it as opposed to the Canadian alternatives (BEP, BLX, NPI, etc.)? How would NEE rank against the Canadian options listed? Thanks.

Upvote 0

Read Answer Asked by Christopher on February 05, 2021

• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 161.53X Cap: $15.51B
  • View CELH Profile
  • View Questions on CELH
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.03)
  • $6.03 Cap: $1.67B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Would you start to buy CELH / TIXT now or do you foresee the opportunity to buy either of them at lower price from here? Other than market fluctuations, anything specific in the near future that might be a headwind for either of them. Thanks.

Upvote 0

Read Answer Asked by Christopher on February 05, 2021

• Canadian National Railway Company (CNR $130.55)
  • $130.55 P/E (TTM): 17.89X Cap: $81.48B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $101.63)
  • $101.63 P/E (TTM): 22.71X Cap: $91.55B
  • View CP Profile
  • View Questions on CP

Q: Where do you think Canadian Railroad Stocks are going, and do you have a favorite?

Upvote 0

Read Answer Asked by Mackenzie on February 05, 2021

• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
  • View QCOM Profile
  • View Questions on QCOM

Q: I've been eyeing qcom for a bit. Given today's drop, what would be a good entry point?

Upvote 0

Read Answer Asked by deirdre on February 05, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I heard Peter at the virtual money show some great ideas, thanks for those. and thank all of you at 5i. Your advice pays for its self in so many ways.

Upvote 0

Read Answer Asked by Mark on February 05, 2021

• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
  • View U Profile
  • View Questions on U

Q: Could you please comment on their results and outlook.
Would you buy it today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on February 05, 2021