Investment Q&A

Q: Dear 5i,

can you suggest some valuation metrics/ratios one can consider when trying to get an idea of a companies valuation when the company in question doesn't have any positive earnings? Can you also please give ranges from expensive to cheap one can use a rough guide. Is Price/Sales a good one to use?

thanks

Q: how would you rank these stocks value wise , growth wise and voltility wise ? Thanks Donna

Q: The recent price decline seems to be reversing with similar voracity. We took the shares for our IPL position, primarily because of the name "Brookfield". It seems to be a name that attracts money.
Is there any other reason that you can see, for the recent volatility ?

Q: These two stocks seem to be very well positioned for post COVID recovery. With the potential of huge dollars in infrastructure for URI, it seems like a winner. With folks going back to stadiums, arenas and concert venues, LYV also seems poised for real growth. Comments please.

Q: Hi. I want to buy an ETF for US or International exposure and therefore need to understand the impact of the withholding tax. In doing so, I need to determine the type of ETF they are such as; Canadian equity, Canadian dividend and income, U.S. Equity, International Equity Fund or Can Bon fund. So, wow do I determine what type of fund XAW or QEF fall under such that I can understand the withholding tax implications. Looking at the website/fact sheets/etc is still difficult to determine the "holdings" which has a direct correlation to the with holding tax.

Q: After their call, can you provide commentary on SHOP outlook. What do you see happening to the stock short and longer term. Has you view of SHOP shifted at all.

Q: tamaracks results , start of a divvy, share buyback seem very very positive to me and augurs well for all the other oil companies.
your opinion.
dave

Q: I team, want to have your comments on the earnings of tamarack valley released today, thx

Q: Coupa Software (COUP) is down 35% from its high last February. Does it have the potential to retrace that loss and more in the near future? I like what the company is doing and it's rated 3 stars by Morningstar. I'm hoping it's about to turn things around.

Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks

Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated

Q: Reuters is reporting that BAM is buying SGMS
But I see no press release from BAM, do you ?

Q: I need to do some trimming of Lightspeed due to substantial gains since purchase at $20 to $25. I am undecided though as to whether to wait for the quarterly report which I think comes out on Nov.4. I read the estimates in your answer to a recent question, $124 m revenue and loss of $0.18. In your opinion would meeting these estimates provide stability to the stock price. Do you know of any general consensus out there as to whether it will meet, miss or beat estimates. I realize this last question involves some guess work so please feel free to leave it out in your response.
As always many thanks for the great service!

Q: What is your opinion on this company? Is it the real deal, or is it a crazy mania, encouraged by the involvement of Eric Sprott? I'm thinking of taking a small speculative position. Would you do that?

Q: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!

Q: Would you please comment on the current use of ai and how it effects stocks ,especially with concentration of wealth.

Q: Hi 5i. Would you rate these companies as a buy right now? Any thoughts you have about long- and short-term prospects would be appreciated as well.

Q: Earlier this am you commented on SHOP earnings.

"SHOP reported EPS of 81 cents vs $1.13 expected. Sales were $1.12B vs $1.15B estimates. Gross merchandise value was $41.88B vs $43.43B estimated. It did, as expected, say the commerce market may be impacted by supply chain delays. But it also did say the full year outlook is consistent with prior February assumptions. This is the company's first 'miss' and the stock is down 5% in the pre-market. "

When I saw your comments I had a single malt (just kidding) prepping for a $100+ drop on top of the weakness the stock has had recently.

So at 1015 I mustered up enough courage to look at the stock and to my amazement it was up $80.

I thought i knew something about trading/investing but each day that passes humbles you more and more in this business doesn't it?

Sheldon

Q: Could you weigh in on your views of TDOCs Earnings today? They continue to have increasing net losses from stock compensation and amortization expense. But I would think those are temporary. Top line growth is solid and it's an industry leader in the space.

The share price valuation seems unreasonable. It continues to stay barely above pre-covid levels after making a huge acquisition and going through a pandemic with companies looking to add telehealth capabilities to their benefit plans.

What am I missing?

Thanks as always!

Q: If one has some massive winners (but no offsetting losers) in a non-registered account, do you think it makes any sense to sell such securities this year given the on and off talk about the federal government increasing the capital gains inclusion rate?