Investment Q&A

• iShares 7-10 Year Treasury Bond ETF (IEF $96.44)
  • $96.44 Cap: $48.02B
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• iShares 20+ Year Treasury Bond ETF (TLT $88.28)
  • $88.28 Cap: $45.14B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.69)
  • $82.69 Cap: $24.71B
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Q: Hello 5IR,
Do you know of any fund or ETF that invests exclusively in US T-Bills?
Thanks you. cheers

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Read Answer Asked by Hans on November 04, 2022

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 33.95X Cap: $3.70B
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Q: Wondering your thoughts on there earnings this quarter

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Read Answer Asked by Sam on November 04, 2022

• Kinaxis Inc. (KXS $144.99)
  • $144.99 P/E (TTM): 87.44X Cap: $3.95B
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Q: what are thoughts on earnings. are you still bullish as a top pick.

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Read Answer Asked on November 04, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.55)
  • $179.55 P/E (TTM): 143.69X Cap: $229.23B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.90)
  • $12.90 Cap: $1.75B
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Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?

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Read Answer Asked by Marty on November 04, 2022

• Premium Brands Holdings Corporation (PBH $97.97)
  • $97.97 P/E (TTM): 67.12X Cap: $4.37B
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Q: Hi 5i,

Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.

Thx

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Read Answer Asked by Christopher on November 04, 2022

• Trisura Group Ltd. (TSU $43.91)
  • $43.91 P/E (TTM): 14.91X Cap: $2.08B
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Q: Can I please have your comments on Trisura's recently announced earnings. Do you see upside for this security? thank You.

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Read Answer Asked by Brian on November 04, 2022

• Enbridge Inc. (ENB $72.89)
  • $72.89 P/E (TTM): 28.03X Cap: $159.19B
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• Fortis Inc. (FTS $77.93)
  • $77.93 P/E (TTM): 22.5X Cap: $39.67B
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• Algonquin Power & Utilities Corp. (AQN $8.33)
  • $8.33 Cap: $6.44B
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• Capital Power Corporation (CPX $61.36)
  • $61.36 P/E (TTM): 76.9X Cap: $9.60B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.02)
  • $56.02 Cap: $8.15B
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Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?

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Read Answer Asked by Alexander on November 04, 2022

• Chartwell Retirement Residences (CSH.UN $21.19)
  • $21.19 P/E (TTM): 107.5X Cap: $6.74B
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Q: At this extremely low price,in a RRSP,is it risky to keep this stock ,or is it an acceptable option to keep it for longer term and dividends ?

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Read Answer Asked by Jean-Yves on November 04, 2022

• Decisive Dividend Corporation (DE $7.70)
  • $7.70 P/E (TTM): 27.77X Cap: $154M
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Q: Could I have your views on the latest quarter for this company. Is the dividend safe. It seems to have held up quite well in this volatile market. Many tnx.

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Read Answer Asked by Jacques on November 04, 2022

• SoFi Technologies Inc. (SOFI $18.29)
  • $18.29 P/E (TTM): 49.45X Cap: $23.32B
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Q: Hi Team,

Can I get your latest on this company? Is there a real risk of bankruptcy? Seems like they are consistently growing even in this environment?

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Read Answer Asked by David on November 04, 2022

• Equinox Gold Corp. (EQX $22.45)
  • $22.45 P/E (TTM): 71.8X Cap: $17.69B
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Q: does it pay to hold eqx after bad eps ?

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Read Answer Asked by philip on November 04, 2022

Q: We own 10 preferred shares with BCE,BRF,BPO,NPI,PWF,ENB,CU. Overall we are down considerably on capital loss. But making a good return at these current prices. Question to you is, should we keep preferred shares for the current return or take a loss and sell them. Most are in registered accounts so no tax loss is available.

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Read Answer Asked by Vicki on November 04, 2022

• Purpose US Cash Fund (PSU.U $100.14)
  • $100.14 Cap: $751M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.43)
  • $117.43 Cap: $1.92B
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Q: I have cash in my US$ RRSP and would like to park it in a ETF like HSAV but I don't want to be clipped by TD if I move the cash to my CDN$ RRSP account. I noticed HYGH.US in your ETF model portfolio but it is not like HSAV. Any suggestions would be greatly welcome or if HYGH is the best then please advise. Thanks again.

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Read Answer Asked by Danny-boy on November 04, 2022

• Microsoft Corporation (MSFT $406.50)
  • $406.50 P/E (TTM): 25.6X Cap: $3.01T
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Q: What do I do with this name.I thought given it was one of two AAA rated companies around it was solid.This year has been a disaster from a share price point of view.Still up meaningfully….cause I have owned for years but been huge drawdown. Should I just sell?

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Read Answer Asked by Kim on November 04, 2022

• Datadog Inc. (DDOG $123.91)
  • $123.91 P/E (TTM): 414.71X Cap: $43.55B
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• Snowflake Inc. (SNOW $179.22)
  • $179.22 Cap: $59.99B
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• Confluent Inc. (CFLT $30.73)
  • $30.73 Cap: $10.99B
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Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you

Upvote 1

Read Answer Asked by Anthony on November 04, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $51.17)
  • $51.17 P/E (TTM): 99.44X Cap: $23.79B
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Q: Hi 5i
5i's thoughts on the quarter and current price vs valuation - I have been scratching my head with this one for a while ....the market keeps trading it down, even with the decent certainty of inflation protected future cash flows. Appreciate your reply.

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Read Answer Asked by Patrick on November 04, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $51.17)
  • $51.17 P/E (TTM): 99.44X Cap: $23.79B
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Q: Why BIP.UN today traded at almost 8 times the normal volume (6.4 million units today vs. 800K units normally) and down about 2.6% too? Any story or issues behind that? Thanks.

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Read Answer Asked by Victor on November 04, 2022

• Datadog Inc. (DDOG $123.91)
  • $123.91 P/E (TTM): 414.71X Cap: $43.55B
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Q: Can you please provide an assessment of Datadog's Q3 Financial results? How do Datadog's prospects look going forward?

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Read Answer Asked by Stephen on November 04, 2022

• Avery Dennison Corporation (AVY $172.80)
  • $172.80 P/E (TTM): 20.1X Cap: $14.39B
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• Ecolab Inc. (ECL $279.06)
  • $279.06 P/E (TTM): 38.72X Cap: $79.34B
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• Zoetis Inc. Class A (ZTS $120.50)
  • $120.50 P/E (TTM): 20.33X Cap: $50.86B
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Q: Could you please comment on earnings and whether buy, sell or hold? If you don't like what companies would you prefer? Thank you!

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Read Answer Asked by Neil on November 04, 2022

• Athabasca Oil Corporation (ATH $8.75)
  • $8.75 P/E (TTM): 9.59X Cap: $4.20B
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• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X
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Q: your opinion on earnings of gear and athabaska. dave

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Read Answer Asked by david on November 04, 2022