Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.49)
  • $16.49 Cap: $2.24B
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• Shift4 Payments Inc. Class A (FOUR $78.80)
  • $78.80 P/E (TTM): 42.76X Cap: $6.79B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave

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Read Answer Asked by Dave on March 19, 2021

• Shaw Communications Inc. (SJR.A $40.42)
  • $40.42 P/E (TTM): 12.15X Cap: $20.19B
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Q: What price has Roger's made for Shaw class A shares. What in your opinion is the probability of the deal going through and if it does get approved what would be the timeline. Thanks

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Read Answer Asked by Ian on March 19, 2021

• NVIDIA Corporation (NVDA $188.89)
  • $188.89 P/E (TTM): 53.16X Cap: $4.54T
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• MEDIFAST INC (MED $13.67)
  • $13.67 P/E (TTM): 41.42X Cap: $149M
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• Reliance Inc. (RS $285.60)
  • $285.60 P/E (TTM): 20.32X Cap: $14.89B
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• CrowdStrike Holdings Inc. (CRWD $496.80)
  • $496.80 Cap: $125.46B
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• Trane Technologies plc (TT $423.53)
  • $423.53 P/E (TTM): 33.49X Cap: $94.66B
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Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks

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Read Answer Asked by claudio on March 19, 2021

• Pembina Pipeline Corporation (PPL $55.43)
  • $55.43 P/E (TTM): 18.99X Cap: $32.34B
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• Pembina Pipeline Corp. (Canada) (PBA $39.70)
  • $39.70 P/E (TTM): 18.99X Cap: $23.22B
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Q: What is 5i position on PBA. Good yield, is there room for growth?

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Read Answer Asked by LARRY on March 19, 2021

• The Boeing Company (BA $217.43)
  • $217.43 Cap: $162.72B
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• Delta Air Lines Inc. (DAL $57.08)
  • $57.08 P/E (TTM): 8.23X Cap: $36.63B
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• Home Depot Inc. (The) (HD $395.01)
  • $395.01 P/E (TTM): 27.55X Cap: $395.18B
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• AT&T Inc. (T $27.01)
  • $27.01 P/E (TTM): 16.05X Cap: $196.99B
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• Air Canada Voting and Variable Voting Shares (AC $18.02)
  • $18.02 P/E (TTM): 4.77X Cap: $5.24B
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• iShares Russell 2000 ETF (IWM $244.02)
  • $244.02 P/E (TTM): 16.66X Cap: $71.64B
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• Associated Capital Group Inc. (AC)
  • P/E (TTM): 17.18X Cap: $652M
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Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You

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Read Answer Asked by rajeev on March 19, 2021

Q: With rising bond yields, what is the best strategy in this environnement, what are the sectors who benefits from this thx

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Read Answer Asked by steve on March 19, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE $11.02)
  • $11.02 P/E (TTM): 7.54X Cap: $46.87B
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Q: Hello again your thoughts on Vale S.A.
Thanks

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Read Answer Asked by George on March 19, 2021

Q: Are you planning to update the holdings in your 3 portfolios this month.

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Read Answer Asked by Winston on March 19, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $37.02)
  • $37.02 Cap: $23.59B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.87)
  • $49.87 Cap: $18.63B
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Q: If only one was to be owned, which one and why. Cash account or rrsp? Long term old (3+ yrs).

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Read Answer Asked on March 19, 2021

Q: How much would interest rates have to increase before it would effect dividend stocks? And what percentage decrease would you expect to see in dividend stocks?
Thanks
Brian

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Read Answer Asked by Brian on March 19, 2021

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.97)
  • $18.97 Cap: $871M
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Q: A small percentage of my portfolio is in XLB for all the reasons you have previously espoused. I am down about 10% over the past short while and I am wondering if I should go to a shorter duration fund - CBO perhaps - or just continue to ride it out with this one. Or any other suggestions.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on March 19, 2021

• Killam Apartment Real Estate Investment Trust (KMP.UN $18.06)
  • $18.06 P/E (TTM): 4.18X Cap: $2.23B
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Q: What do you think of kmp.un.ca for safety and growth ?

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Read Answer Asked by philip on March 19, 2021

• Parkland Corporation (PKI $38.30)
  • $38.30 P/E (TTM): 22.78X Cap: $6.75B
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• Badger Infrastructure Solutions Ltd. (BDGI $61.08)
  • $61.08 P/E (TTM): 26.89X Cap: $2.07B
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Q: What is the 12 month outlook for these 2 funds in the Balanced portfolio?

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Read Answer Asked by Ian on March 19, 2021

• Methanex Corporation (MX $54.59)
  • $54.59 P/E (TTM): 11.8X Cap: $3.71B
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• Nutrien Ltd. (NTR $83.39)
  • $83.39 P/E (TTM): 190.57X Cap: $38.36B
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Q: Hi 5i,

Over the next few years would you pick MX or NTR for minerals exposure?

Thx

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Read Answer Asked by Christopher on March 19, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.43)
  • $6.43 P/E (TTM): 21.03X Cap: $691M
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on March 19, 2021

• Knight Therapeutics Inc. (GUD $5.83)
  • $5.83 Cap: $590M
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Q: Knight is said to report earning March 25. Can you advise market expectation and what the effect of a miss or a beat may have.
Thanks
John

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Read Answer Asked by John on March 19, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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Q: What are EGLX 2020 4th Quarter estimates?

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Read Answer Asked by Karen on March 19, 2021

• Sylogist Ltd. (SYZ $6.77)
  • $6.77 Cap: $155M
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Q: Followup to question asked/responded to March 17. Isn't the pop in SYZ related to their recently announced acquisition?

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Read Answer Asked by Walter on March 18, 2021

• AbbVie Inc. (ABBV $236.56)
  • $236.56 P/E (TTM): 110.78X Cap: $431.71B
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Q: Why did this stock drop heavily yesterday? Would you think it is a good time to initiate a long term position now? Thank you!

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Read Answer Asked by David on March 18, 2021

• BMO Short Corporate Bond Index ETF (ZCS $14.11)
  • $14.11 Cap: $4.34B
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• BMO Short Federal Bond Index ETF (ZFS $13.99)
  • $13.99 Cap: $367M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.12)
  • $27.12 Cap: $3.26B
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• iShares Floating Rate Index ETF (XFR $20.03)
  • $20.03 Cap: $724M
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• Invesco Canadian Government Floating Rate Index ETF (PFL $19.48)
  • $19.48 Cap: $351M
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.53)
  • $23.53 Cap: $1.19B
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Q: If interest rates were to start creeping-up slowly in the next year or two , which bond ETFs would you suggest?
Thank's
Ronald

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Read Answer Asked by Ronald on March 18, 2021