Investment Q&A

• Micron Technology Inc. (MU $120.87)
  • $120.87 P/E (TTM): 21.7X Cap: $135.26B
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• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
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• QUALCOMM Incorporated (QCOM $157.85)
  • $157.85 P/E (TTM): 15.25X Cap: $170.32B
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• Salesforce Inc. (CRM $242.44)
  • $242.44 P/E (TTM): 37.94X Cap: $231.77B
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• Enbridge Inc. (ENB $65.01)
  • $65.01 P/E (TTM): 22.85X Cap: $141.78B
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• BioNTech SE (BNTX $113.52)
  • $113.52 Cap: $27.24B
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Q: Hi Peter and Team
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter

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Read Answer Asked by Linda on November 23, 2020

• Algonquin Power & Utilities Corp. (AQN $8.06)
  • $8.06 Cap: $6.19B
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• Northland Power Inc. (NPI $21.94)
  • $21.94 P/E (TTM): 22.16X Cap: $5.73B
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Q: Would welcome recommendation for a renewable energy TSX/NASDAQ ETF ? Any preference between AQN or NPI ?

Thx

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Read Answer Asked by CARL on November 23, 2020

• Exro Technologies Inc. (EXRO $0.08)
  • $0.08 Cap: $41M
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Q: Update on exro please.
thank you

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Read Answer Asked by george on November 23, 2020

• Equinox Gold Corp. (EQX $11.02)
  • $11.02 P/E (TTM): 12.12X Cap: $8.37B
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Q: Hello,
Could you please tell me your opinion of Equinox Gold?
Is there another gold stock you think has greater merit?
How does Franco Nevada look as an alternative if I wish to invest in some gold stock?
Many thanks,
V.

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Read Answer Asked by V on November 23, 2020

• Butterfly Network Inc Cl A (LGVW)
  • P/E (TTM): -3021.0X Cap: $1.19B
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Q: Longview is a SPAC that is acquiring Butterfly Networks a medical imaging company.
What is your opinion of this deal?
Thank You
Peter

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Read Answer Asked by Peter on November 23, 2020

• Integra LifeSciences Holdings Corporation (IART $14.19)
  • $14.19 Cap: $1.10B
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Q: Would appreciate your opinion and outlook for Integra Life Sciences.
Ken

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Read Answer Asked by ken on November 23, 2020

• Blink Charging Co. (BLNK $0.94)
  • $0.94 Cap: $96M
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Q: Hello 5i
Please comment on Blink Charging’s latest quarter and their runaway stock price.
Thank you
Dave

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Read Answer Asked by Dave on November 23, 2020

• Wheaton Precious Metals Corp. (WPM $130.33)
  • $130.33 P/E (TTM): 69.06X Cap: $59.16B
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Q: With Wheaton having fallen around 28% since it's highs back in July, what are your thoughts on Wheaton at its current price levels? Do you see it recovering back to those highs in the next couple years?

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Read Answer Asked by David on November 23, 2020

Q: I would like you opinion on this Company; in particular the financials, long term growth potential and risks they may face.. thanks

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Read Answer Asked by John on November 23, 2020

• Simon Property Group Inc. (SPG $173.28)
  • $173.28 P/E (TTM): 27.59X Cap: $56.57B
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Q: Hi last question was in June. Barrons article this week likes this stock. your thoughts? Thank you. Bill

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Read Answer Asked by Bill on November 23, 2020

• Horizons Morningstar Hedge Fund Index ETF (HHF $18.30)
  • $18.30 P/E (TTM): 24.9X
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Q: Can you help me on this: HHF, an horizon ETF, is billed as a replication of the "Morningstar broad "600 to 800" hedge funds index. When you look at the holdings, however, it's 52% SP 500 future, 18% 10-year japan bond, 10% 10-year canadian bond etc. How do this "capture" the performance of 500 hedge funds ?

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Read Answer Asked by Martin on November 23, 2020

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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Q: What is your thought about Macro?
Is it cheap and would you buy it?how is their balance sheet and do they just rely on oil and gas?

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Read Answer Asked by Josh on November 23, 2020

Q: good morning - which basic materials companies in Canada would you recommend for a long term investor, please?

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Read Answer Asked by alex on November 23, 2020

• Costco Wholesale Corporation (COST $972.04)
  • $972.04 P/E (TTM): 56.78X Cap: $431.07B
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• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.85X Cap: $2.47T
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• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.14X Cap: $3.86T
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• Starbucks Corporation (SBUX $90.60)
  • $90.60 P/E (TTM): 39.05X Cap: $102.98B
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• Lockheed Martin Corporation (LMT $437.56)
  • $437.56 P/E (TTM): 24.57X Cap: $102.15B
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• Enbridge Inc. (ENB $65.01)
  • $65.01 P/E (TTM): 22.85X Cap: $141.78B
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• Canadian Pacific Kansas City Limited (CP $102.56)
  • $102.56 P/E (TTM): 22.84X Cap: $95.42B
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• Kinaxis Inc. (KXS $197.97)
  • $197.97 P/E (TTM): 167.12X Cap: $5.59B
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• Thomson Reuters Corporation (TRI $236.67)
  • $236.67 P/E (TTM): 47.6X Cap: $106.66B
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Q: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?

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Read Answer Asked by Robert on November 23, 2020

• Wesdome Gold Mines Ltd. (WDO $16.22)
  • $16.22 P/E (TTM): 13.19X Cap: $2.44B
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• Harmony Gold Mining Company Limited (HMY $15.43)
  • $15.43 P/E (TTM): 20.09X Cap: $9.76B
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Q: Hi 5iR,
After their recent dip, i entered into the 2 gold stocks. They are still continuing to fall down and am 15% negative. Pls advise if you recommend holding on to them or exit.

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Read Answer Asked by Vinod on November 23, 2020

• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
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• Veeva Systems Inc. Class A (VEEV $280.61)
  • $280.61 P/E (TTM): 59.58X Cap: $45.85B
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• Pinterest Inc. Class A (PINS $35.78)
  • $35.78 P/E (TTM): 12.78X Cap: $24.32B
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• Celsius Holdings Inc. (CELH $57.30)
  • $57.30 P/E (TTM): 173.64X Cap: $14.78B
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• Magnite Inc. (MGNI $23.70)
  • $23.70 P/E (TTM): 76.45X Cap: $3.37B
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• Palantir Technologies Inc. (PLTR $177.17)
  • $177.17 P/E (TTM): 770.3X Cap: $420.30B
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• Unity Software Inc. (U $38.01)
  • $38.01 Cap: $16.05B
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Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!

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Read Answer Asked by Ray on November 23, 2020

• Industrial Logistics Properties Trust (ILPT $5.79)
  • $5.79 Cap: $384M
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Q: Am interested in this small US industrial REIT and would appreciate your thoughts. Thanks Bill

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Read Answer Asked by Bill on November 23, 2020

• Salesforce Inc. (CRM $242.44)
  • $242.44 P/E (TTM): 37.94X Cap: $231.77B
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Q: Hi team ,
What’s up with the lack of investor enthusiasm over the last few months in regards to the bigger players such as crm ? Is the investment opportunity gone stagnant here? I am overweight this position , should I be looking at other smaller cap plays.? If so , which ones do you have high conviction of today for the long term ? Thanks

Shane

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Read Answer Asked by Shane on November 23, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: what percentage of revenues/sales are comprised for each of the 3 business segments of the company. can the company's process to remove carbon be easily copied by competitors? assuming this is the greatest area of future growth who are the companies greatest competitors? thanks Richard

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Read Answer Asked by richard on November 23, 2020

Q: Good morning
there has been several questions at various times regarding parking money for short periods example 3 months or less
most times you suggest GICs or PSA or high interest accounts
would a short term money market fund be appropriate and if so can you suggest some with liquidity on a daily basis
What are the risks of such funds
the intent is to have this money available for purchasing stocks at short notice
If not any other ideas would be welcome
Thanks

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Read Answer Asked by Indra on November 23, 2020