Investment Q&A

• PayPal Holdings Inc. (PYPL $40.38)
  • $40.38 P/E (TTM): 7.61X Cap: $38.19B
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• Mastercard Incorporated (MA $539.53)
  • $539.53 P/E (TTM): 34.23X Cap: $485.26B
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• Visa Inc. (V $329.80)
  • $329.80 P/E (TTM): 30.57X Cap: $628.77B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $34.01)
  • $34.01 P/E (TTM): 161.88X Cap: $3.79B
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• Affirm Holdings Inc. (AFRM $56.20)
  • $56.20 P/E (TTM): 69.82X Cap: $19.87B
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Q: Looking to put some money into fintech space which company or ETF would you recommend

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Read Answer Asked by mike on November 03, 2021

• Anaergia Inc. (ANRG $2.14)
  • $2.14 Cap: $376M
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Q: What seems to have evolved from the Glasgow Climate Conference is the targeting methane gas. I have a small position in ANRG and am wondering if the latest news would warrant adding to it. In your sage opinion does the risk reward on this small cap look interesting?

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Read Answer Asked by Robert on November 03, 2021

Q: Hi 5i,

May I have your take on earnings? Is the growth story still intact?

TIA!

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Read Answer Asked by Wayne on November 03, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Are all dividends in the form of cash distribution which are not eligible for dividend credit?

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Read Answer Asked by Roy on November 03, 2021

• NVIDIA Corporation (NVDA $192.09)
  • $192.09 P/E (TTM): 47.16X Cap: $4.58T
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Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

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Read Answer Asked by Robert on November 03, 2021

• Air Canada Voting and Variable Voting Shares (AC $19.55)
  • $19.55 Cap: $5.97B
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Q: May I please get your take on Air Canada's latest earnings report, and whether you still think it has a good "runway" in front of it (i.e. as a recovery play)

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Read Answer Asked by Peter on November 03, 2021

• BMO International Dividend ETF (ZDI $31.50)
  • $31.50 P/E (TTM): 18.89X Cap: $812M
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• Purpose International Dividend Fund (PID $32.50)
  • $32.50 P/E (TTM): 24.8X Cap: $160M
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Q: Hello 5i,
How would you compare/rank these two for International exposure?
Which would be your favourite and why?
Could both be held or is the overlap too significant?
Many thanks as always!!
Cheers,
Mike

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Read Answer Asked by Mike on November 03, 2021

Q: We have all seen bidders or sellers put in (bids/asks) prices 10 to 20% either below or above yesterdays prices. How effective is the practice?
As always thanks for great advice.
Clayton

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Read Answer Asked by Clayton on November 03, 2021

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $179.45)
  • $179.45 P/E (TTM): 61.01X Cap: $10.05B
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Q: Comments please on CIGI's latest quarterly results.

Thanks, Tim.

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Read Answer Asked by tim on November 03, 2021

• WeWork Inc - Class A (WE $46.61)
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Q: Thoughts on we work with more companies using a hybrid working moving forward?

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Read Answer Asked by mike on November 03, 2021

• Fidelity National Information Services Inc. (FIS $48.93)
  • $48.93 P/E (TTM): 165.33X Cap: $26.17B
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Q: Hi, the stock as well as competitors FISV and especially GPN are all significantly down and I can't find news that would justify the move. Any idea? Is there an opportunity on FIS which seems to be a quality company in a growing industry ?
Thank you.

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Read Answer Asked by anthony on November 03, 2021

• Twilio Inc. Class A (TWLO $110.72)
  • $110.72 P/E (TTM): 294.92X Cap: $18B
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• Energy Fuels Inc. (EFR $30.07)
  • $30.07 Cap: $6.98B
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• Energy Fuels Inc (UUUU $22.19)
  • $22.19 Cap: $5.14B
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Q: EFR just reported their earnings, how was it? any upside left in share price?

TWLO is keeping going down, buy more, hold or sell?

As always many thanks!

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Read Answer Asked by Lin on November 03, 2021

• Match Group Inc. (MTCH $31.27)
  • $31.27 P/E (TTM): 15.23X Cap: $7.66B
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Q: Please provide your assessment of the last quarter. This has been an underperformer for the past 6 months now, selling off at every quarterly report.

Do you still believe in the company? I hold a fairly sizeable position (5%). Would you buy sell or hold ?
Thank you

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Read Answer Asked by Karim on November 03, 2021

• iShares Biotechnology ETF (IBB $172.12)
  • $172.12 P/E (TTM): 20.63X Cap: $8.39B
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• iShares U.S. Pharmaceuticals ETF (IHE $90.13)
  • $90.13 P/E (TTM): 21.49X Cap: $1.01B
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Q: WHAT ARE YOUR FEELINGS ABOUT INVESTING IN PHARMACEUTICALS AND IF SO WHICH ONES OR AN ETF

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Read Answer Asked by Bonnie on November 03, 2021

• BMO Aggregate Bond Index ETF (ZAG $13.90)
  • $13.90 Cap: $12.15B
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.08)
  • $27.08 P/E (TTM): 43.28X Cap: $3.71B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.50)
  • $23.50 Cap: $1.60B
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Q: The short duration bond ETFs like these have declined in last few months with possibility of increased rates. If these are held for five years, would there still be loss of principal, if interest rates stay higher than today. I was assuming if bonds are held to maturity, there is no loss of principal. Hopefully, my question makes sense.

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Read Answer Asked by Sudhir on November 03, 2021

• Propel Holdings Inc. (PRL $25.03)
  • $25.03 P/E (TTM): 11.7X Cap: $1.01B
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Q: Hi

I am thinking about buying PRL as a 5 year hold in my RRSP at 1% of my total holdings.

I know it was a resent IPO., and could be a mini CSU.

Your comments would be most welcome concerning PRL.

Thank you

Mike

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Read Answer Asked by Mike on November 03, 2021

Q: You mention that whenever there is a big drop in share price the ambulance chasers come out and try a class action lawsuit. I have seen it in many stocks lately. How often would you say that the lawyers see something out of it or do they just fade away when they don't get enough people to sign up? Or the share price bounces back making the lawsuit useless.

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Read Answer Asked by Neil on November 03, 2021

• Manulife Financial Corporation (MFC $51.51)
  • $51.51 P/E (TTM): 16.22X Cap: $87.36B
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Q: Hi Foks,

Any insight into MFC's reporting this week? Thanks as always.

Gary

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Read Answer Asked by Gary on November 03, 2021

• Harvest Healthcare Leaders Income ETF (HHL $7.59)
  • $7.59 P/E (TTM): 23.22X Cap: $1.62B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.51)
  • $19.51 P/E (TTM): 15.55X Cap: $269M
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Q: You have recommended HHL in several recent answers. I currently hold LIFE and would appreciate your comparison of the two. I would have to declare a small capital gain to make a switch; would you endorse such a move?

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Read Answer Asked by Peter on November 03, 2021

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• AECOM (ACM $102.03)
  • $102.03 P/E (TTM): 24.39X Cap: $12.39B
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• Jacobs Solutions Inc. (J $143.49)
  • $143.49 P/E (TTM): 63.43X Cap: $17.77B
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Q: Biden seems to be making a push to finance and enhance infrastructure support in developing nations to counteract China’s Belt and Road Initiative. Thoughts on which North American companies would benefit from such a build-out?

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Read Answer Asked by John on November 03, 2021