Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: PHO has moved nicely the last couple months. Would you say it was under, over or fair value here? Would you buy, sell or hold at these levels?

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Read Answer Asked by Tony on February 08, 2021

• North West Company Inc. (The) (NWC $48.59)
  • $48.59 P/E (TTM): 17.17X Cap: $2.32B
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Q: No news I see today. Any reason you can see for the healthy movement in this one?


Sheldon

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Read Answer Asked by Sheldon on February 08, 2021

Q: Hi Peter,

Thanks for the good work you do.
One suggestion, could you have a section where you post 10 stocks for say
1. Top Stock Picks
2. Safe stock picks
3. High growth Picks
.....etc

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Read Answer Asked by HARRY on February 08, 2021

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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• CrowdStrike Holdings Inc. (CRWD $425.00)
  • $425.00 Cap: $105.93B
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• Digital Turbine Inc. (APPS $4.70)
  • $4.70 Cap: $508M
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• Celsius Holdings Inc. (CELH $50.12)
  • $50.12 P/E (TTM): 129.52X Cap: $12.91B
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• Magnite Inc. (MGNI $21.75)
  • $21.75 P/E (TTM): 102.18X Cap: $3.09B
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Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

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Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $294.73)
  • $294.73 P/E (TTM): 20.75X Cap: $205.09B
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• Mastercard Incorporated (MA $561.22)
  • $561.22 P/E (TTM): 39.69X Cap: $514.50B
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• Visa Inc. (V $332.09)
  • $332.09 P/E (TTM): 33.91X Cap: $644.23B
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Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

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Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $4.25)
  • $4.25 Cap: $244M
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Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

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Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
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Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

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Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: What I should know about Sleep Country,what's with price action today ? Thanks

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Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $6.47)
  • $6.47 P/E (TTM): 16.58X Cap: $776M
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Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

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Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
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Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

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Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

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Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
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• Brookfield Asset Management Inc Class A Limited (BAM $60.92)
  • $60.92 P/E (TTM): 44.55X Cap: $98.23B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.45)
  • $25.45 Cap: $16.75B
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Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

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Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
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• Brompton European Dividend Growth ETF (EDGF $11.39)
  • $11.39 P/E (TTM): 70.28X Cap: $33M
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Q: Could I have your view on the following companies.

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Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

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Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

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Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

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Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $19.11)
  • $19.11 P/E (TTM): 43.6X Cap: $27M
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Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

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Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $17.60)
  • $17.60 P/E (TTM): 36.33X Cap: $160M
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• Global X Active Global Dividend ETF (HAZ $39.22)
  • $39.22 P/E (TTM): 62.35X Cap: $519M
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• iShares Canadian Financial Monthly Income ETF (FIE $8.83)
  • $8.83 P/E (TTM): 17.86X Cap: $1.14B
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• iShares Diversified Monthly Income ETF (XTR $11.41)
  • $11.41 P/E (TTM): 9.62X Cap: $357M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.14)
  • $23.14 P/E (TTM): 25.94X Cap: $155M
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• Dynamic Active Global Dividend ETF (DXG $73.86)
  • $73.86 P/E (TTM): 59.27X Cap: $830M
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• Purpose Multi-Asset Income Fund (PINC $19.23)
  • $19.23 P/E (TTM): 0.12X Cap: $60M
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Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

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Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $24.51)
  • $24.51 P/E (TTM): 38.82X Cap: $724M
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• BMO Equal Weight Industrials Index ETF (ZIN $45.39)
  • $45.39 P/E (TTM): 19.06X Cap: $37M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.13)
  • $60.13 P/E (TTM): 23.92X Cap: $321M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.27)
  • $78.27 P/E (TTM): 1.27X Cap: $666M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $29.08)
  • $29.08 P/E (TTM): 95.2X Cap: $255M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.80)
  • $15.80 P/E (TTM): 29.82X Cap: $1.47B
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.42)
  • $47.42 P/E (TTM): 40.25X Cap: $3.06B
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• BMO Aggregate Bond Index ETF (ZAG $13.79)
  • $13.79 Cap: $11.18B
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• CI Morningstar Canada Momentum Index ETF (WXM $37.61)
  • $37.61 P/E (TTM): 27.0X Cap: $678M
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• Vanguard Balanced ETF Portfolio (VBAL $34.91)
  • $34.91 P/E (TTM): 20.32X Cap: $3.72B
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• Vanguard Growth ETF Portfolio (VGRO $39.87)
  • $39.87 P/E (TTM): 25.6X Cap: $7.33B
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• AGFIQ Global ESG Factor ETF (QEF)
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Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

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Read Answer Asked by D on February 05, 2021