Investment Q&A

• Lam Research Corporation (LRCX $142.79)
  • $142.79 P/E (TTM): 31.59X Cap: $169.46B
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• The Trade Desk Inc. (TTD $49.32)
  • $49.32 P/E (TTM): 59.81X Cap: $23.96B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.31)
  • $16.31 Cap: $2.21B
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• Digital Turbine Inc. (APPS $6.55)
  • $6.55 Cap: $692M
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Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?

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Read Answer Asked by Timothy on July 06, 2021

Q: Peter,

I love the new print function on Portfolio Analytics !
.

Paul

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Read Answer Asked by paul on July 06, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi
Thank you for your insights. It has been very helpful grow my portfolio so that is balanced and diversified. I have about $10000 that I would like to invest in mostly growth stocks with a 10-year horizon. Its possible I will have additional funds to add in the next couple of years. I would like to keep this separate from my larger portfolio. My risk profile is medium to aggressive for these stocks. Are there others I should be interested in as well? I am looking to purchase 4 stocks. What would your suggestion be based on growth and risk/reward?

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Read Answer Asked by Leonard on July 06, 2021

• Real Matters Inc. (REAL $7.25)
  • $7.25 Cap: $540M
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Q: Real reports Q3 on July 28 1)What are the Rev & Eps estimates? 2) What are u expectations & opinion of its business leading up to Q3. Txs for u usual great services & view

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Read Answer Asked by Peter on July 06, 2021

Q: Very comfortably retired with secure indexed income streams.

What would you suggest as the "right" SECTOR ASSET ALLOCATION for long term estate growth?

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Read Answer Asked by Richard on July 06, 2021

• Broadcom Inc. (AVGO $333.39)
  • $333.39 P/E (TTM): 83.65X Cap: $1.55T
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• NVIDIA Corporation (NVDA $187.21)
  • $187.21 P/E (TTM): 51.81X Cap: $4.53T
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $289.11)
  • $289.11 P/E (TTM): 37.09X Cap: $1.44T
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Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.

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Read Answer Asked by Pat on July 06, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $182.78)
  • $182.78 P/E (TTM): 23.9X Cap: $412.73B
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• KraneShares CSI China Internet ETF (KWEB $42.45)
  • $42.45 P/E (TTM): 3.56X Cap: $9.68B
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Q: Could you compare investment into KWEB or BABA.
Would you recommend both for diversification?
Thank you.

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Read Answer Asked by Joe on July 06, 2021

• FIGS Inc. Class A (FIGS $6.77)
  • $6.77 P/E (TTM): 165.75X Cap: $1.07B
  • View FIGS Profile
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Q: Can I get your thoughts on FIGS? Funny name, but I really like the concept. I do wonder about a lack to barriers to entry though.

I look forward to reading your comments.

Thanks,
Scott

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Read Answer Asked by Scott on July 06, 2021

Q: What are your top 5 income/dividend stock selections?
Thanks

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Read Answer Asked by Pierre on July 06, 2021

• Copart Inc. (CPRT $45.09)
  • $45.09 P/E (TTM): 29.34X Cap: $43.51B
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• Digital Turbine Inc. (APPS $6.55)
  • $6.55 Cap: $692M
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Q: I have some US cash in my unregistered account. Although they are not in the same industry, I've had my eye on these two companies for a while and see that apps has dropped alot lately. I'm looking for growth and can tolerate some volatility. Would you have a preference?

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Read Answer Asked by Andrea on July 06, 2021

• Winpak Ltd. (WPK $41.52)
  • $41.52 P/E (TTM): 13.28X Cap: $2.50B
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Q: I was waiting for a special dividend and now that it has been paid should I continue to be patient and hold the stock or move on?

Thanks for your help. Your service has been invaluable to me.

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Read Answer Asked by Stewart on July 06, 2021

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: I have stocks of this company listed on the LSE. What can you tell me about this company and its prospects going forward compared to Flutter.
Thank you as always for your great advice.

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Read Answer Asked by Jean on July 06, 2021

Q: Hi 5i
Vtnr -vertex energy, is not currently in your data base.
It recently joined russell microcap index is an environmental services company and recycles motor oil...

I would like your opinion on this company and if it is something that would interest you as an investment. It has recently had several upgrades as far as i can tell...

Do you think share price has gone too far too fast?

Thx
Jim

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Read Answer Asked by jim on July 06, 2021

Q: Hi 5i. From BAM.A's website, they show Managed assets of over $6ooB.

Of this they show:
Real Estate : $210B, Infrastructure : $95B, Renewables : $59B, Oaktree Inv.: $159B, Priv. Equity : $73B.

Instead of allocating our entire holdings in BAM.A to the Financial Sector,
Would it be reasonable for us to allocate :

Real Estate : 35%, Industrial (Infrastructure) : 16%, Energy : 10%, Financial : 39% ?

Thanks for your advice. T.

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Read Answer Asked by Terrance on July 06, 2021

• Vanguard S&P 500 ETF (VOO $614.59)
  • $614.59 P/E (TTM): 27.89X Cap: $685.22B
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• VanEck Morningstar Wide Moat ETF (MOAT $100.47)
  • $100.47 P/E (TTM): 23.18X Cap: $12.70B
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Q: Dear 5i,
Comparing MOAT vs VOO it appears that in general MOAT outperforms even thought
MER is considerably higher. It looks like they both distribute dividends but, no return of capital. I am interested in purchasing for my NonReg account and don't want to update my ACB if there is a ROC or phantom distribution. Should I buy one of these or both? Do US ETF's ever have phantom distributions like some Canadian ETF's and mutual funds? I'm afraid I could not find any information on this matter.

thanks

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Read Answer Asked by Ian on July 06, 2021

• Brookfield Reinsurance Ltd Cl A Exchangeable Ltd Vtg Shs (BAMR)
  • P/E (TTM): 3.7X Cap: $1.55B
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Q: Do you know the cost base of these shares? I have it in a couple of different accounts at TD and the cost base is different in each account. Also, when I go to add BAMR:CA in my 5i Portfolio Analysis only BAMR:US is available.

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Read Answer Asked by stephen on July 06, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Hi there,
Bpy.un normally pays a duvidend on June 30. Do you know if they suspended it due to the pending takeover by BAM?
Thanks

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Read Answer Asked by Charles on July 06, 2021

• Booking Holdings Inc. (BKNG $5,350.56)
  • $5,350.56 P/E (TTM): 38.03X Cap: $174.98B
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• Wynn Resorts Limited (WYNN $132.03)
  • $132.03 P/E (TTM): 38.16X Cap: $13.33B
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• Southwest Airlines Company (LUV $32.28)
  • $32.28 P/E (TTM): 50.02X Cap: $16.75B
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• Air Canada Voting and Variable Voting Shares (AC $17.71)
  • $17.71 P/E (TTM): 4.86X Cap: $5.20B
  • View AC Profile
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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• MTY Food Group Inc. (MTY $38.90)
  • $38.90 P/E (TTM): 23.41X Cap: $879M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
  • View KEG.UN Profile
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• Dave & Buster's Entertainment Inc. (PLAY $18.04)
  • $18.04 P/E (TTM): 45.21X Cap: $629M
  • View PLAY Profile
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• Six Flags Entertainment Corporation New (FUN $22.69)
  • $22.69 Cap: $2.21B
  • View FUN Profile
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Q: Hello
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks

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Read Answer Asked by Mary on July 06, 2021

• Growth Portfolio (Growth)
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Q: I follow 5i growth and balance portfolio religiously. What would be your top 5 stock picks be today in each portfolio. Sector doesn't matter. Time period 5 + years

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Read Answer Asked by Mahendiali on July 06, 2021

• Exchange Income Corporation (EIF $73.51)
  • $73.51 P/E (TTM): 28.47X Cap: $3.73B
  • View EIF Profile
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Q: Wow, that was some news about EIF's acquisitions. Good for EIF...and thanks for your previous comment to me about not seeing any reason to change (May 17, 2021).......Now with a weighting of 2.3% but with a risk rating that I would say is 3, moving up to 4 out of 5, I'm pondering increasing my EIF weighting....Me, like the 5.67% dividend, too.......What say you, aka your take please!!!......Tom

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Read Answer Asked by Tom on July 06, 2021