Investment Q&A

• BMO S&P 500 Index ETF (ZSP $103.40)
  • $103.40 P/E (TTM): 25.89X Cap: $21.21B
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• BMO US Dividend ETF (ZDY $53.50)
  • $53.50 P/E (TTM): 20.56X Cap: $787M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.22)
  • $54.22 P/E (TTM): 18.19X Cap: $26.61B
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• iShares S&P/TSX 60 Index ETF (XIU $49.27)
  • $49.27 P/E (TTM): 18.52X Cap: $20.96B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.41)
  • $43.41 P/E (TTM): 15.96X Cap: $1.13B
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• Vanguard U.S. Total Market Index ETF (VUN $126.30)
  • $126.30 P/E (TTM): 25.54X Cap: $15.19B
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Q: Hi gang, have $200,000.00 canadian to invest for 2-3 years. Just want to invest 50-50 Canada-USA. Would like to be as safe as possible. Some stocks and some ETF. If possible dividend paying one. Thanks
Alnoor.

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Read Answer Asked by Alnoor on April 28, 2021

• Tesla Inc. (TSLA $408.63)
  • $408.63 P/E (TTM): 381.31X Cap: $1.50T
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Q: Greetings 5i,

Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?

As always take as many credits as required.

Cheers!

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Read Answer Asked by Duane on April 28, 2021

• Pan American Silver Corp. (PAAS $89.44)
  • $89.44 P/E (TTM): 26.1X Cap: $37.69B
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• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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Q: I would like your opinion of silvercrest metals, pan-american and MAG silver corp in terms of valuation, growth potential and risk. Could you rank order them?
thanks

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Read Answer Asked by Mary on April 28, 2021

Q: I am looking to more real estate to protect from massive inflation from money printing everywhere. I already have PM's and already have a bunch of Canadian Reits . I am looking to buy more in the US. I already have STOR and SPG ,I am thinking about COLD and Gladstone land corporation LAND mainly because I am from agriculture and Michael Bury has taken an interest in this company.I know it's out of your scope but any opinion would be appreciated.

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Read Answer Asked by lynn on April 28, 2021

• Mawer Balanced Fund Series A (MAW104 $39.22)
  • $39.22 P/E (TTM): 17.4X Cap: $4.86B
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• Mawer Tax Effective Balanced Fund series A (MAW105 $48.91)
  • $48.91 P/E (TTM): 17.4X Cap: $1.44B
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• Mawer Global Balanced Fund Series A (MAW130 $20.75)
  • $20.75 P/E (TTM): 16.6X Cap: $744M
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Q: MAW105 is supposed to be more tax efficient but how can it be since the distribution under that fund is greater than under MAW104 or MAW130.
MAW104 is a fund of funds while the other 2 hold the securities. What is the difference between the global balanced fund and the tax efficient one.
What will be the best one for a non registered account and for an rrsp. Why?
Thank you for your help with this matter.

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Read Answer Asked by Monique on April 28, 2021

Q: What is the best way to purchase this stock? My online brokerage service only allows me to buy Canadian or stocks listed on U.S. exchanges.

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Read Answer Asked by Paul on April 28, 2021

• TFI International Inc. (TFII $160.46)
  • $160.46 P/E (TTM): 42.19X Cap: $12.94B
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Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

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Read Answer Asked by Victor on April 28, 2021

• Pinterest Inc. Class A (PINS $17.12)
  • $17.12 P/E (TTM): 29.13X Cap: $11.10B
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Q: Could you please comment on their earnings and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on April 28, 2021

• Enbridge Inc. (ENB $71.33)
  • $71.33 P/E (TTM): 26.98X Cap: $156.55B
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• TELUS Corporation (T $18.49)
  • $18.49 P/E (TTM): 25.85X Cap: $29.03B
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Q: Which do you prefer telus or enbridge for income growth and safety. thanks

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Read Answer Asked by don on April 28, 2021

• Alphabet Inc. (GOOG $310.36)
  • $310.36 P/E (TTM): 29.13X Cap: $3.81T
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• NVIDIA Corporation (NVDA $192.66)
  • $192.66 P/E (TTM): 47.1X Cap: $4.65T
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• AbbVie Inc. (ABBV $228.37)
  • $228.37 P/E (TTM): 171.61X Cap: $405.75B
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• CrowdStrike Holdings Inc. (CRWD $350.88)
  • $350.88 Cap: $88.31B
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• Trane Technologies plc (TT $463.17)
  • $463.17 P/E (TTM): 35.99X Cap: $101.79B
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Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

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Read Answer Asked by Satish on April 28, 2021

• Sangoma Technologies Corporation (STC $6.40)
  • $6.40 Cap: $205M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• NVIDIA Corporation (NVDA $192.66)
  • $192.66 P/E (TTM): 47.1X Cap: $4.65T
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• Constellation Software Inc. (CSU $2,410.73)
  • $2,410.73 P/E (TTM): 58.29X Cap: $51B
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• Descartes Systems Group Inc. (The) (DSG $87.62)
  • $87.62 P/E (TTM): 40.0X Cap: $7.39B
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• Kinaxis Inc. (KXS $118.60)
  • $118.60 P/E (TTM): 75.6X Cap: $3.34B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.72)
  • $162.72 P/E (TTM): 136.93X Cap: $209.53B
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• Advanced Micro Devices Inc. (AMD $214.20)
  • $214.20 P/E (TTM): 75.53X Cap: $320.07B
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• The Trade Desk Inc. (TTD $24.80)
  • $24.80 P/E (TTM): 28.85X Cap: $11.68B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.35)
  • $12.35 Cap: $1.67B
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• CrowdStrike Holdings Inc. (CRWD $350.88)
  • $350.88 Cap: $88.31B
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• Docebo Inc. (DCBO $22.72)
  • $22.72 P/E (TTM): 23.05X Cap: $649M
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• Dye & Durham Limited (DND $3.77)
  • $3.77 Cap: $241M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Unity Software Inc. (U $18.08)
  • $18.08 Cap: $7.41B
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• Topicus.com Inc. (TOI $87.56)
  • $87.56 P/E (TTM): 747.98X Cap: $7.40B
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Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

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Read Answer Asked by Stefan on April 28, 2021

• FirstService Corporation (FSV $212.32)
  • $212.32 P/E (TTM): 52.0X Cap: $9.54B
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Q: Do you think FSV is fully valued or do you see more growth ahead?
Thanks for your service

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Read Answer Asked by Ozzie on April 27, 2021

• AbbVie Inc. (ABBV $228.37)
  • $228.37 P/E (TTM): 171.61X Cap: $405.75B
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• Eli Lilly and Company (LLY $1,046.81)
  • $1,046.81 P/E (TTM): 43.99X Cap: $998.60B
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Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

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Read Answer Asked by Mark on April 27, 2021

• The Trade Desk Inc. (TTD $24.80)
  • $24.80 P/E (TTM): 28.85X Cap: $11.68B
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Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?

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Read Answer Asked by Kim on April 27, 2021

• Pulse Seismic Inc. (PSD $3.88)
  • $3.88 P/E (TTM): 8.85X Cap: $199M
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Q: Can I get your current thoughts on PSD please.

Thanks

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Read Answer Asked by Scott on April 27, 2021

• BMO MSCI EAFE Index ETF (ZEA $30.56)
  • $30.56 P/E (TTM): 1.17X Cap: $12.36B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $50.43)
  • $50.43 P/E (TTM): 15.62X Cap: $19.41B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $45.30)
  • $45.30 P/E (TTM): 15.74X Cap: $1.82B
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• iShares Core MSCI EAFE ETF (IEFA $97.67)
  • $97.67 P/E (TTM): 13.51X Cap: $178.93B
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• iShares MSCI EAFE Small-Cap ETF (SCZ $84.96)
  • $84.96 P/E (TTM): 4.09X Cap: $14.26B
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• iShares MSCI EAFE ETF (EFA $104.72)
  • $104.72 P/E (TTM): 31.94X Cap: $77.09B
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Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks

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Read Answer Asked by Mary on April 27, 2021

• AllianceBernstein Holding L.P. Units (AB $38.35)
  • $38.35 P/E (TTM): 13.18X Cap: $3.76B
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Q: Could you please provide your current view of Alliance Bernstein’s growth prospects and the potential for the continuity of its dividend? Thanks!

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Read Answer Asked by David on April 27, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.72)
  • $162.72 P/E (TTM): 136.93X Cap: $209.53B
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• Real Matters Inc. (REAL $5.90)
  • $5.90 Cap: $443M
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Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

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Read Answer Asked by Leo on April 27, 2021

• AbbVie Inc. (ABBV $228.37)
  • $228.37 P/E (TTM): 171.61X Cap: $405.75B
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• Stryker Corporation (SYK $382.92)
  • $382.92 P/E (TTM): 45.16X Cap: $147.23B
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• Veeva Systems Inc. Class A (VEEV $176.00)
  • $176.00 P/E (TTM): 35.15X Cap: $28.30B
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Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?

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Read Answer Asked by Allen on April 27, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Hi - what can you tell me about Cubic Farms Systems (valuation/growth, etc). Is it a buy?

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Read Answer Asked by Max on April 27, 2021