Investment Q&A

• Amazon.com Inc. (AMZN $222.17)
  • $222.17 P/E (TTM): 33.5X Cap: $2.34T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $179.90)
  • $179.90 P/E (TTM): 22.84X Cap: $396.98B
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• MercadoLibre Inc. (MELI $2,501.31)
  • $2,501.31 P/E (TTM): 60.98X Cap: $125.14B
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• JD.com Inc. (JD $35.64)
  • $35.64 P/E (TTM): 9.14X Cap: $50.13B
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• Shopify Inc. (SHOP $149.00)
  • $149.00 P/E (TTM): 79.35X Cap: $182.04B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
  • $16.59 Cap: $2.21B
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Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ

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Read Answer Asked by claude on December 07, 2020

• Toronto-Dominion Bank (The) (TD $111.11)
  • $111.11 P/E (TTM): 9.31X Cap: $188.38B
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• Bank of Nova Scotia (The) (BNS $90.20)
  • $90.20 P/E (TTM): 17.26X Cap: $111.43B
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Q: Looking for the better bank; TD or BNS? Core holding, long term in a registered account

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Read Answer Asked by Harry on December 07, 2020

• Descartes Systems Group Inc. (The) (DSG $132.77)
  • $132.77 P/E (TTM): 56.59X Cap: $11.37B
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Q: Recently in a trading range. After strong Q,it went up sharply,but dropped back almost the same amount the next day.Any reasons? Is it timely to start a position? Txs for u usual great services & advices,

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Read Answer Asked by Peter on December 07, 2020

• Royal Bank of Canada (RY $204.70)
  • $204.70 P/E (TTM): 20.55X Cap: $286.09B
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• National Bank of Canada (NA $148.92)
  • $148.92 P/E (TTM): 14.78X Cap: $59.04B
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Q: Hi Team:
I currently own about 2+% RY and 1+% of NA, I wonder if I should add more bank holdings. Also, what is your ranking of the 5 banks. Please take as many points as appropriate.

Thank you.

LL

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Read Answer Asked by LOUISA on December 07, 2020

• Enghouse Systems Limited (ENGH $20.80)
  • $20.80 P/E (TTM): 15.25X Cap: $1.14B
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Q: Recently in a trading range,then starting to trend down.What are the estimates for eps & revenue for the next Q,expected on Dec 9.Is this a buy?Do you prefer DSG?Txs for u usual great services & views.

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Read Answer Asked by Peter on December 07, 2020

• NVIDIA Corporation (NVDA $181.85)
  • $181.85 P/E (TTM): 50.77X Cap: $4.33T
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• NIO Inc. American depositary shares each representing one Class A (NIO $7.21)
  • $7.21 Cap: $15.81B
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Q: What's your take on Nvda and Nio ?
Would you buy either of these companies today.

Thanks,
John

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Read Answer Asked by John on December 07, 2020

• BCE Inc. (BCE $32.39)
  • $32.39 P/E (TTM): 70.02X Cap: $30.03B
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• TELUS Corporation (T $21.92)
  • $21.92 P/E (TTM): 34.11X Cap: $33.50B
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Q: Which company do you prefer for some growth
And sustainable dividend for the next 3 to 5 years
Or do you have another fav in this area
Thanks

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Read Answer Asked by Sam on December 07, 2020

Q: In my self administered TFSA I’m invested about 50% in US equities/50%CND equities.

So whenever I’m buying or selling a US stock I have to deal with currency conversions as well as trading fees.

Am I allowed to have a Self directed US dollar TFSA thru Invest Direct at CIBC and linked to US dollar account held at the same bank? My local CIBC guy says no. Seems RBC allows it. Thanks for your appreciated guidance!!

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Read Answer Asked by Rob on December 07, 2020

• Constellation Software Inc. (CSU $3,766.74)
  • $3,766.74 P/E (TTM): 90.38X Cap: $77.56B
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Q: I hold CSU shares in a taxable account at a purchase cost of $80 per share ( Thank you 5i ). Will the spin off of Tropicus shares be deemed as a disposition by the CRA and subject to capital gains tax ?

Thanks, Tim.

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Read Answer Asked by tim on December 07, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $33.11)
  • $33.11 P/E (TTM): 1110.96X Cap: $15.24B
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Q: Do you see BIP.Un and WSP as similar in terms of what they do and performance in a re open global economy? WSP is too rich for me but BIP has an entry point I am comfortable with. Registered account with 7-10 year horizon

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Read Answer Asked by Harry on December 07, 2020

Q: Hi 5i: can you rank these IPOS in order, best first:
ABNB RBLX AFRM WISH?

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Read Answer Asked by Fernando on December 07, 2020

Q: How can I purchase shares in this Danish renewables company for my TFSA
Thanks

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Read Answer Asked by Peter on December 07, 2020

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $48.42)
  • $48.42 Cap: $18.02B
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Q: BEPC is down more than 10% from its peak? Can you please comment on reasons and if this is an opportunity to add or to take some profit?

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Read Answer Asked by Naren on December 07, 2020

• Sangoma Technologies Corporation (STC $6.82)
  • $6.82 Cap: $235M
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• T-Mobile US Inc. (TMUS $237.96)
  • $237.96 P/E (TTM): 22.42X Cap: $267.25B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: What % gold should you hold in your portfolio?

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Read Answer Asked by Don on December 07, 2020

• NVIDIA Corporation (NVDA $181.85)
  • $181.85 P/E (TTM): 50.77X Cap: $4.33T
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• AbbVie Inc. (ABBV $223.16)
  • $223.16 P/E (TTM): 105.56X Cap: $389.72B
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• Veeva Systems Inc. Class A (VEEV $293.00)
  • $293.00 P/E (TTM): 59.73X Cap: $47.57B
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• The Trade Desk Inc. (TTD $49.64)
  • $49.64 P/E (TTM): 56.8X Cap: $23.04B
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• CrowdStrike Holdings Inc. (CRWD $488.45)
  • $488.45 Cap: $120.81B
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Q: If you had $75k US to deploy in a TFSA, what 5 US stocks would you consider given today's market & recent run up? Investor profile is Growth with a 5 year time horizon.
Thank you!

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Read Answer Asked by Greg on December 07, 2020

• Regis Corporation (RGS $28.53)
  • $28.53 P/E (TTM): 0.62X Cap: $69M
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• Boyd Group Services Inc. (BYD $238.37)
  • $238.37 P/E (TTM): 466.23X Cap: $5.12B
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Q: Greetings:
In your Nov 27 update report on Boyd Group Services you show n/a
for the 5 year eps growth. Please explain? Also, in the last few days
a question was asked about the viability of a company. Your answer
was that it has a Bloomberg default risk rating of I think it was about 6.8?. Can any member of the team remember the name of the
company? I understand what this rating is, I just like to remember
the details in the questions and to satisfy my memory.
Thanks very much.
BEN.

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Read Answer Asked by BEN on December 07, 2020

• Bally's Corporation (BALY $11.42)
  • $11.42 Cap: $530M
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Q: Peter; Are there any restrictions to stop US betting companies, like Bally, from entering Canada ? Thanks.
Rod

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Read Answer Asked by Rodney on December 07, 2020

Q: Hi
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?

Thanks
Kristelle

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Read Answer Asked by Kristelle on December 07, 2020

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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• Gamesquare Esports Inc. (GSQ $0.18)
  • $0.18 Cap: $2M
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Q: Good morning looking at the e-sport and gaming space it seems to be growing a fair bit every year. What would be you opinion on these two companies? I know GSQ just went public but do you feel this space has a big future? Thanks

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Read Answer Asked by Kolbi on December 07, 2020

• Sea Limited American Depositary Shares each representing one Class A (SE $181.45)
  • $181.45 P/E (TTM): 249.43X Cap: $109.27B
  • View SE Profile
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Q: Appreciate your prior "guess" on the odds of SE getting the banking license.
They have now been officially awarded a full digital bank license. What do you see next for the company?

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Read Answer Asked by Sal on December 07, 2020