Investment Q&A

• Adobe Inc. (ADBE $333.26)
  • $333.26 P/E (TTM): 21.21X Cap: $137.81B
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• Amazon.com Inc. (AMZN $213.04)
  • $213.04 P/E (TTM): 32.86X Cap: $2.28T
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• Microsoft Corporation (MSFT $513.58)
  • $513.58 P/E (TTM): 37.64X Cap: $3.80T
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• Netflix Inc. (NFLX $1,199.36)
  • $1,199.36 P/E (TTM): 51.27X Cap: $502.93B
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• Mastercard Incorporated (MA $560.97)
  • $560.97 P/E (TTM): 37.95X Cap: $497.09B
  • View MA Profile
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• Atlassian Corporation (TEAM $151.95)
  • $151.95 Cap: $39.38B
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Q: Hello Peter

I sold recently almost 50% of my US stocks:ADBE,AMZN,TEAM,NFLX,MA & MSFT from my unregstr. acct. and I do not want to keep cash and I do not want to buy US stocks.

Please provide me with idea of 5 Canadian stocks that are reasonably safe and be kept for 2 to 3 years, or 2 Canadian stocks very safe with little growth.

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Read Answer Asked by Andrzej on August 11, 2021

Q: Hello 5i
Could you please give me your opinion on Vaxart. Thank you, Bill

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Read Answer Asked by William on August 11, 2021

Q: Do you know of an ETF that specializes in industrial REITs? I think warehousing and distribution centres will continue to be a growth business. Would you agree?

Thank you.

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Read Answer Asked by David on August 11, 2021

• AirIQ Inc. (IQ $0.53)
  • $0.53 Cap: $15M
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• Apollo Healthcare Corp. Class B Shares (AHC $4.50)
  • $4.50 P/E (TTM): 3.06X Cap: $327M
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Q: Very different small cap companies that seem poised for upturn. Are AHC's numbers, in particular, too good to be true? Which would you pick today for long-term growth?

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Read Answer Asked by David on August 11, 2021

• Interfor Corporation (IFP $8.21)
  • $8.21 Cap: $429M
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Q: What do you think the prospectus is for interfor over the next 6 months. Thanks.

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Read Answer Asked by steven on August 11, 2021

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.06)
  • $28.06 P/E (TTM): 19.47X Cap: $667M
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Q: Please comment on the latest quarterly results. I have half a position.
Do you think GDI is a hold or a buy.

Thanks, Tim.

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Read Answer Asked by tim on August 11, 2021

• Viatris Inc. (VTRS $10.17)
  • $10.17 Cap: $11.77B
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Q: Would you give me your opinion on Viatris for a longer term hold. Thank you. Cheers

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Read Answer Asked by Hans on August 11, 2021

• Largo Inc. (LGO $1.80)
  • $1.80 Cap: $119M
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Q: Hi 5i, pls comment on Largo's 2nd qtr results and guidance going forward.

Thx

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Read Answer Asked by Christopher on August 11, 2021

• Agnico Eagle Mines Limited (AEM $174.49)
  • $174.49 P/E (TTM): 36.79X Cap: $93.29B
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Q: Is AEM a good purchase for short term growth today, considering gold prices are down but there are inflationary concerns? Thank you.

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Read Answer Asked by Ron on August 11, 2021

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Hi team I sold Transalta Renewables (RNW) today out of my Cash account @ 63% profit and my TFSA @ 84% profit. Not particularly happy with todays report and future forecast.
Looking for a good solid replacement with a bit of growth and dividend. I am thinking of Brookfield Renewable BEP.UN and Hydro One (H) both in your Income Model Portfolio. Looking for your thoughts, good entry points and any additional suggestions. My total Utilities Sector now sits at 9%. Thanks.
Bill

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Read Answer Asked by William on August 11, 2021

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Could you comment on RNW results-seems like a disappointment and surprise

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Read Answer Asked by terrance on August 11, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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Q: I would appreciate your analysis of their recent earnings. Buy, Sell, or long term hold.

Thanks
Dave.

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Read Answer Asked by David on August 11, 2021

• Martinrea International Inc. (MRE $9.91)
  • $9.91 Cap: $717M
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Q: Hi 5i, pls comment on Martinrea's 2nd qtr results and guidance going forward.

Thx

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Read Answer Asked by Christopher on August 11, 2021

• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.23X Cap: $4.41T
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• Roku Inc. (ROKU $94.21)
  • $94.21 Cap: $14.04B
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• MEDIFAST INC (MED $12.92)
  • $12.92 P/E (TTM): 39.91X Cap: $141M
  • View MED Profile
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• CrowdStrike Holdings Inc. (CRWD $484.65)
  • $484.65 Cap: $121.01B
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• Celsius Holdings Inc. (CELH $64.86)
  • $64.86 P/E (TTM): 166.05X Cap: $16.58B
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Q: Hello! I am tech heavy and don’t mind the extra volatility for a growth centric portfolio. Recently I am adding 10% of capital to my investments, considering a balance for the overall portfolio and tactical sector positioning, would you be able to recommend 5 Canadian and 5 US names each you are most convicted in for new capital deployment? Thanks very much.

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Read Answer Asked by DOUGLAS on August 11, 2021

• Tencent Holdings Ltd. ADR (TCEHY $80.21)
  • $80.21 P/E (TTM): 29.41X Cap: $742.69B
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Q: What does Tencent hold in the way of investments NOW? They used to have SEA, Afterpay, Flipchart, Rakuten, Snapchat, Spotify, Warner, Tesla, Nio, Vivendy, Uber, Lyft TTWO, etc.

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Read Answer Asked by Austin on August 11, 2021

• Fluor Corporation (FLR $46.65)
  • $46.65 P/E (TTM): 2.08X Cap: $7.83B
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Q: thoughts on this company as an infrastructure play?

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Read Answer Asked by Neelesh on August 11, 2021

• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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Q: How do you think about its quarter result?

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Read Answer Asked by Rebecca on August 11, 2021

• Suncor Energy Inc. (SU $54.04)
  • $54.04 P/E (TTM): 11.79X Cap: $65.75B
  • View SU Profile
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• Canadian Natural Resources Limited (CNQ $42.19)
  • $42.19 P/E (TTM): 11.01X Cap: $88.75B
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Q: Given the under-investment in oil exploration over the past several years, I am seeking an investment in an oil name with strong reserves to complement my SU holding. Can you suggest a couple options with sustainable supply (low depletion) over the medium term to capitalize on the anticipated price rally needed to spur new investment in supply. Thank you.

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Read Answer Asked by Benjamin on August 11, 2021

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Hi,

Your thought on Absolute Software recent results ?

Thanks

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Read Answer Asked by Guy on August 11, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $39.99)
  • $39.99 Cap: $26.55B
  • View BEP.UN Profile
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Q: Bep.un dropped from its peak of some $63 in Jan 2021 to May & since then has been trading in a range. Is this sector related rather than company specific? Txs for u usual great services & views

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Read Answer Asked by Peter on August 11, 2021