Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $165.70)
  • $165.70 P/E (TTM): 216.3X Cap: $98.09B
  • View SE Profile
  • View Questions on SE
• Vanguard Total International Stock (VXUS $74.93)
  • $74.93 P/E (TTM): 9.63X Cap: $83.85B
  • View VXUS Profile
  • View Questions on VXUS
• Sony Group Corporation American Depositary Shares (SONY $29.19)
  • $29.19 P/E (TTM): 23.38X Cap: $175.86B
  • View SONY Profile
  • View Questions on SONY
• JD.com Inc. (JD $33.76)
  • $33.76 P/E (TTM): 8.78X Cap: $49.06B
  • View JD Profile
  • View Questions on JD

Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.

Upvote 0

Read Answer Asked by Nimish on January 17, 2022

• Keyera Corp. (KEY $42.62)
  • $42.62 P/E (TTM): 17.86X Cap: $9.76B
  • View KEY Profile
  • View Questions on KEY
• Freehold Royalties Ltd. (FRU $13.59)
  • $13.59 P/E (TTM): 17.6X Cap: $2.22B
  • View FRU Profile
  • View Questions on FRU

Q: Would like your in depth opinion on investing in these 2 stocks for income and growth. Thank you.

Upvote 0

Read Answer Asked by kenneth on January 17, 2022

• JPMorgan Chase & Co. (JPM $302.36)
  • $302.36 P/E (TTM): 15.26X Cap: $831.41B
  • View JPM Profile
  • View Questions on JPM

Q: Some US banks announced earnings recently. Can I have your thoughts? Is the sector still one you would overweight?

Upvote 0

Read Answer Asked by Alex on January 17, 2022

• AerCap Holdings N.V. (AER $120.99)
  • $120.99 Cap: $22.49B
  • View AER Profile
  • View Questions on AER

Q: I really like AER and the (near) monopoly that they hold in their space. With interest rates set to rise though, do you see this negatively affecting their balance sheet and thus stock performance over the next 5 years? Thank you

Upvote 0

Read Answer Asked by Anthony on January 17, 2022

• Expedia Group Inc. (EXPE $218.25)
  • $218.25 P/E (TTM): 25.63X Cap: $27B
  • View EXPE Profile
  • View Questions on EXPE
• Booking Holdings Inc. (BKNG $5,141.88)
  • $5,141.88 P/E (TTM): 35.35X Cap: $166.64B
  • View BKNG Profile
  • View Questions on BKNG
• lululemon athletica inc. (LULU $172.43)
  • $172.43 P/E (TTM): 11.43X Cap: $18.99B
  • View LULU Profile
  • View Questions on LULU
• Big 5 Sporting Goods Corporation (BGFV)
  • View BGFV Profile
  • View Questions on BGFV
• Columbia Sportswear Company (COLM $52.53)
  • $52.53 P/E (TTM): 13.5X Cap: $2.87B
  • View COLM Profile
  • View Questions on COLM
• Camping World Holdings Inc. Class A (CWH $15.26)
  • $15.26 Cap: $1.55B
  • View CWH Profile
  • View Questions on CWH
• Vista Outdoor Inc. (VSTO)
  • Cap: $2.60B
  • View VSTO Profile
  • View Questions on VSTO
• Dick's Sporting Goods Inc (DKS $225.79)
  • $225.79 P/E (TTM): 15.98X Cap: $18.32B
  • View DKS Profile
  • View Questions on DKS

Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.

Upvote 0

Read Answer Asked by Stefan on January 17, 2022

• Silvercorp Metals Inc. (SVM $9.88)
  • $9.88 P/E (TTM): 23.89X Cap: $2.16B
  • View SVM Profile
  • View Questions on SVM

Q: Please comment on their latest numbers.

Bill

Upvote 1

Read Answer Asked by Bill on January 17, 2022

• iShares U.S. Infrastructure ETF (IFRA $53.68)
  • $53.68 P/E (TTM): 19.45X Cap: $3.11B
  • View IFRA Profile
  • View Questions on IFRA

Q: What are your thoughts on Real Asset funds? TD is pushing Greystone. If such funds are okay, would you recommend one? Thanks again.

Upvote 0

Read Answer Asked by Danny-boy on January 17, 2022

• PROSHARES TRUST (EQRR $62.29)
  • $62.29 P/E (TTM): 15.98X Cap: $9M
  • View EQRR Profile
  • View Questions on EQRR

Q: Following up to your answer to Michael this morning, EQRR appears to have a total asset value of only about US$11 million. Is that a concern?
Thank you.

Upvote 0

Read Answer Asked by D on January 17, 2022

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $62.14)
  • $62.14 P/E (TTM): 106.4X Cap: $29.65B
  • View TECK.B Profile
  • View Questions on TECK.B
• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG
• West Fraser Timber Co. Ltd. (WFG $92.06)
  • $92.06 Cap: $7.39B
  • View WFG Profile
  • View Questions on WFG

Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)

Upvote 0

Read Answer Asked by Doug on January 17, 2022

• Real Matters Inc. (REAL $7.34)
  • $7.34 Cap: $547M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Real reports Jan 28th would you consider buying a few shares?

Upvote 0

Read Answer Asked by Gilles on January 17, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.41)
  • $16.41 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hi,
I’m wondering if you prefer either one in terms of growth. With both having taken losses would now be a good time to buy? I’m considering holdings in each.
Thank you

Upvote 0

Read Answer Asked by David on January 17, 2022

• Costco Wholesale Corporation (COST $936.11)
  • $936.11 P/E (TTM): 67.22X Cap: $414.86B
  • View COST Profile
  • View Questions on COST
• Walmart Inc. (WMT $107.05)
  • $107.05 P/E (TTM): 40.5X Cap: $853.49B
  • View WMT Profile
  • View Questions on WMT
• Loblaw Companies Limited (L $58.28)
  • $58.28 P/E (TTM): 7.32X Cap: $69.28B
  • View L Profile
  • View Questions on L
• Premium Brands Holdings Corporation (PBH $98.22)
  • $98.22 P/E (TTM): 47.08X Cap: $4.38B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: What are currently your two favourite consumer staple companies (either US or Can)?

Thx as always for terrific service

Upvote 0

Read Answer Asked by Brian on January 17, 2022

• TC Energy Corporation (TRP $72.33)
  • $72.33 P/E (TTM): 17.67X Cap: $75.17B
  • View TRP Profile
  • View Questions on TRP

Q: Goldman Sachs just downgraded TRP to sell. What's your view? Has it gotten too expensive? How would you rate it compared to ENB? I currently own both. Should I perhaps shift my TRP money to ENB?

Upvote 0

Read Answer Asked by John on January 17, 2022

• Amazon.com Inc. (AMZN $216.48)
  • $216.48 P/E (TTM): 32.48X Cap: $2.30T
  • View AMZN Profile
  • View Questions on AMZN

Q: Shares of AMZN and some other high priced shares are available at very much lower denomination on the TSX. Do these have a significant hidden cost that would give the clear preference to buying AMZN on the US exchange? Thank you for your answer. Cheers

Upvote 0

Read Answer Asked by Hans on January 17, 2022

• Roku Inc. (ROKU $96.28)
  • $96.28 Cap: $14.18B
  • View ROKU Profile
  • View Questions on ROKU

Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.

Upvote 0

Read Answer Asked by Alan on January 17, 2022

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X Cap: $26.63B
  • View HZNP Profile
  • View Questions on HZNP

Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?

Upvote 0

Read Answer Asked by Ken on January 17, 2022

• Citigroup Inc. (C $99.30)
  • $99.30 P/E (TTM): 14.36X Cap: $182.80B
  • View C Profile
  • View Questions on C

Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed

Upvote 0

Read Answer Asked by Ed on January 17, 2022

• GLOBAL X FDS (FINX $34.25)
  • $34.25 P/E (TTM): 34.44X Cap: $306M
  • View FINX Profile
  • View Questions on FINX
• ARK Fintech Innovation ETF (ARKF $56.13)
  • $56.13 P/E (TTM): 45.42X Cap: $1.46B
  • View ARKF Profile
  • View Questions on ARKF

Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?

John

Upvote 0

Read Answer Asked by John on January 17, 2022

• ATS Corporation (ATS $37.36)
  • $37.36 Cap: $3.64B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Magna International Inc. (MG $62.90)
  • $62.90 P/E (TTM): 10.5X Cap: $17.67B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Aritzia Inc. Subordinate Voting Shares (ATZ $91.42)
  • $91.42 P/E (TTM): 37.56X Cap: $10.53B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.46)
  • $18.46 P/E (TTM): 97.16X Cap: $1.79B
  • View GOOS Profile
  • View Questions on GOOS
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• MEDIFAST INC (MED $12.72)
  • $12.72 P/E (TTM): 39.15X Cap: $139M
  • View MED Profile
  • View Questions on MED
• Ultra Clean Holdings Inc. (UCTT $29.17)
  • $29.17 Cap: $1.32B
  • View UCTT Profile
  • View Questions on UCTT
• Reliance Inc. (RS $278.42)
  • $278.42 P/E (TTM): 19.66X Cap: $14.64B
  • View RS Profile
  • View Questions on RS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.41)
  • $16.41 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Trane Technologies plc (TT $418.37)
  • $418.37 P/E (TTM): 33.0X Cap: $93.09B
  • View TT Profile
  • View Questions on TT

Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

Upvote 0

Read Answer Asked by David on January 17, 2022

• PROSHARES TRUST (EQRR $62.29)
  • $62.29 P/E (TTM): 15.98X Cap: $9M
  • View EQRR Profile
  • View Questions on EQRR

Q: Stan Wong recommended EQRR as a good holding during rising interest rates. What is your opinion of this etf?

Thanks very much,

Mike

Upvote 0

Read Answer Asked by Michael on January 17, 2022