Investment Q&A

Q: Could you provide a few ideas for a long term RESP?
Thinking specific company over ETF at this point.
Thanks
Paul

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Read Answer Asked by Paul on July 16, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
  • View WELL Profile
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  • View Reports on WELL
• Ultra Clean Holdings Inc. (UCTT $23.30)
  • $23.30 Cap: $1.05B
  • View UCTT Profile
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Q: when can we expect to receive the cash after the sale of Photon, and what do you suggest to replace it. thanks, Jean

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Read Answer Asked by Jean on July 16, 2021

• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
  • View FNV Profile
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• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
  • View AEM Profile
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: I am interested in investing in gold. Please advise if this is a good time to put money into this and if so, which company do you think has the most potential. As well please advise which companies to stay away from at this time.
Thank you for your great service
Stella

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Read Answer Asked by Stella on July 16, 2021

• Hexcel Corporation (HXL $60.88)
  • $60.88 P/E (TTM): 55.14X Cap: $4.85B
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Q: Would appreciate an updated opinion of this company. At this moment, is it in your opinion a buy, sell or hold? With thanks.

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Read Answer Asked by Donald on July 16, 2021

• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
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Q: Hi 5i, pls comment on the Kamp acquisition, and the now north of 18% ownership by B&M.

Thx

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Read Answer Asked by Christopher on July 16, 2021

• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
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Q: what's your outlook on superieur plus with the new acquisition today, positive, negative or neutral? thx

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Read Answer Asked by steve on July 16, 2021

• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
  • View GOOG Profile
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• Dominion Energy Inc. (D $61.13)
  • $61.13 P/E (TTM): 25.07X Cap: $52.17B
  • View D Profile
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• Freeport-McMoRan Inc. (FCX $40.42)
  • $40.42 P/E (TTM): 32.81X Cap: $58.05B
  • View FCX Profile
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• Mosaic Company (The) (MOS $35.52)
  • $35.52 P/E (TTM): 30.45X Cap: $11.26B
  • View MOS Profile
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• NRG Energy Inc. (NRG $173.91)
  • $173.91 P/E (TTM): 27.07X Cap: $32.57B
  • View NRG Profile
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• Realty Income Corporation (O $57.45)
  • $57.45 P/E (TTM): 51.43X Cap: $51.88B
  • View O Profile
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• Xcel Energy Inc. (XEL $74.24)
  • $74.24 P/E (TTM): 21.61X Cap: $43.90B
  • View XEL Profile
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• Twitter Inc. (TWTR)
  • Cap: $41.09B
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• Cencora Inc. (COR $293.64)
  • $293.64 P/E (TTM): 33.37X Cap: $56.91B
  • View COR Profile
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• T-Mobile US Inc. (TMUS $241.01)
  • $241.01 P/E (TTM): 23.16X Cap: $271.23B
  • View TMUS Profile
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• Reliance Inc. (RS $284.66)
  • $284.66 P/E (TTM): 20.14X Cap: $14.97B
  • View RS Profile
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Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

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Read Answer Asked by jacques on July 16, 2021

• Alamos Gold Inc. (AGI $34.24)
  • $34.24 P/E (TTM): 40.32X Cap: $14.39B
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Q: Could you please update status on Agi, buy, sell or hold? Many thanks

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Read Answer Asked by Hue on July 16, 2021

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
  • View WSP Profile
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Q: I almost always struggle with selling a stock. Currently in need to trim WSP because it has become too high a percentage of my portfolio but it continues to go up. Would you suggest trimming anyway or wait?

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Read Answer Asked by Larry M. on July 16, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Ultra Clean Holdings Inc. (UCTT $23.30)
  • $23.30 Cap: $1.05B
  • View UCTT Profile
  • View Questions on UCTT

Q: I sold all the PHO stock in my TFSA account (5000 shares). I would like to replace it with a high growth stock. What is your suggestions?
Thanks

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Read Answer Asked by Joanne on July 16, 2021

• BMO Ultra Short-Term Bond ETF (ZST $48.97)
  • $48.97 Cap: $4.54B
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• BMO Ultra Short-Term Bond ETF (ZST.L $61.60)
  • $61.60 Cap: $458M
  • View ZST.L Profile
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Q: I asked a question about ZST yesterday and noticed there's actually 2 that I can buy through my broker. ZST and ZST.L What is the difference between these and witch one would you prefer for park cash in.

Thanks

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Read Answer Asked by Dennis on July 16, 2021

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
  • $53.03 Cap: $7B
  • View BIPC Profile
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Q: Hi 5i team,
I have been holding onto IPL, and hoping to unload it at maximum value when the battle between PPL and BIPC is 'done'. Do you think we are there yet? I plan to move the funds away from the energy sector so I'm not looking to pick up PPL shares.
Thank you,
Ian

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Read Answer Asked by Ian on July 15, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
  • View LSPD Profile
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Q: I know tech stocks have been taken a beating this whole week. I there a reason for LSPD to decline $10.00 a share in week

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Read Answer Asked by wilson on July 15, 2021

• Welltower Inc. (WELL $168.78)
  • $168.78 P/E (TTM): 94.99X Cap: $112.88B
  • View WELL Profile
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Q: any news

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Read Answer Asked by garry on July 15, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
  • View ATZ Profile
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• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
  • View CURA Profile
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Q: Hello,
If US legalization on cannabis does not happen during Biden's term, would curaleaf still be a good buy? The company appears to be firing on all cylinders and yet the stock hardly moves. It only trades over the counter and cdnx given the current status of legalization in US. I am sure if it traded on nasdaq or NYSE, there would be more exposure. Is it worth holding or consider buying more shares? Is Aritzia a good long term stock given its current guidance and numbers..? Thanks very much.

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Read Answer Asked by umedali on July 15, 2021

• Plug Power Inc. (PLUG $1.45)
  • $1.45 Cap: $1.56B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
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Q: I'm looking for some ways to invest in hydrogen as an alternative fuel source. I would like to invest in some companies that one could consider to be the "best of the best" in the business. In other words, they produce "green hydrogen' but also are solid financially. I'm hoping they would also be reasonable buys at their current prices. I would appreciate both Canadian and global companies if possible. One last thing, if it's too early to be investing in this new fuel, I'm prepared to wait for the appropriate time.
Thanks as always for your valuable opinion.

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Read Answer Asked by Les on July 15, 2021

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $38.95)
  • $38.95 P/E (TTM): 11.8X Cap: $9.17B
  • View QBR.B Profile
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Q: Is there any reason you see why Quebecor is down over 2% today? I already have a good size position in BCE and Telus and I am thinking, for me, QBR.b, given its eps growth estimates, valuation and dividend, looks pretty attractive.

Thanks

John

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Read Answer Asked by john on July 15, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
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• Real Matters Inc. (REAL $5.42)
  • $5.42 P/E (TTM): 197.85X Cap: $398M
  • View REAL Profile
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• Redfin Corporation (RDFN)
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Q: Hi Team,
I like to sell REAL for tax lose and buy it back after 30 days or could you recommend one stock of the similar to replace REAL ?
Thanks as always,
Tak

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Read Answer Asked by Tak on July 15, 2021

• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 13.62X Cap: $37.23B
  • View CVE Profile
  • View Questions on CVE
• Cenovus Energy Inc. common share purchase warrants (CVE.WT $13.90)
  • $13.90 P/E (TTM): 13.62X Cap: $25.33B
  • View CVE.WT Profile
  • View Questions on CVE.WT

Q: Hi 5i
Years ago I made a pant load on Stelco warrants. The CVE warrants expire end of 2025 and allow you to buy CVE share for 6.54. I expect some time in the next 4 years oil will run up so would these warrants be a good way to profit from it?
Are there any other warrants you suggest?

Greg

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Read Answer Asked by Greg on July 15, 2021

• AbbVie Inc. (ABBV $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
  • View ABBV Profile
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• The Walt Disney Company (DIS $119.35)
  • $119.35 P/E (TTM): 23.79X Cap: $214.56B
  • View DIS Profile
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• Medtronic plc. (MDT $89.64)
  • $89.64 P/E (TTM): 24.75X Cap: $114.85B
  • View MDT Profile
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Q: I own MDT and ABBV in the Health Care Field. I am thinking of selling MDT and buying DIS. I know these are in completely different sectors but was wondering if there would be more growth in DIS going forward?
Thanks for all your professional advice.

Dave.

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Read Answer Asked by David on July 15, 2021