Investment Q&A

Q: Guests on BNN's Market Call often tell a good story but I wonder exactly how well they perform overall. They use different metrics to evaluate companies and I am curious to know which systems work better. Is there a website that reports the actual results of the various investment firms?
Thanks for the great service.
Ian

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Read Answer Asked by Ian on February 08, 2021

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $43.70)
  • $43.70 P/E (TTM): 36.89X Cap: $16.02B
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• MAG Silver Corp. (MAG $31.72)
  • $31.72 P/E (TTM): 26.73X Cap: $3.29B
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• Fortuna Mining Corp. (FVI $9.18)
  • $9.18 P/E (TTM): 12.96X Cap: $2.77B
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Q: Hi Gang
What are your 4 best silver stocks at this time
Thanks Mike B

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Read Answer Asked by Mike on February 08, 2021

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.53)
  • $17.53 Cap: $595M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.74)
  • $39.74 P/E (TTM): 20.98X Cap: $6.43B
  • View VIU Profile
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• Vanguard S&P 500 Index ETF (VFV $156.00)
  • $156.00 P/E (TTM): 59.73X Cap: $24.33B
  • View VFV Profile
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Q: My RSP is comprised of VFV, VIU, CLF but I like the concept of the auto rebalancing of VGRO. However the longer duration bonds in VGRO are concerning. Would you make the switch. Conventional wisdom says bonds are going to be destroyed going forward, when monetary tightening eventually happens.
And by the way my 2020 5i account return was 16%. You guys Rock!!
Thanks

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Read Answer Asked by Brad on February 08, 2021

• Silicon Motion Technology Corporation (SIMO $75.55)
  • $75.55 P/E (TTM): 28.82X Cap: $2.60B
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Q: Could you please comment on their results, outlook and balance sheet.
It has grown to 6 % of my portfolio. Should I trim it or let it run.

Thanks,
Milan

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Read Answer Asked by Milan on February 08, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.12)
  • $0.12 Cap: $19M
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Q: what percent of EGLX is held by insiders? what date will the company list in the USA? in your opinion would EGLX be candidate for a takeover in the future? thanks Richard

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Read Answer Asked by richard on February 08, 2021

• American Tower Corporation (REIT) (AMT $206.28)
  • $206.28 P/E (TTM): 74.82X Cap: $96.69B
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Q: Can you recommend a company which specializes in cell towers (preferably Canadian) I already own BCE. Cheers

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Read Answer Asked by Margot on February 08, 2021

• WELL Health Technologies Corp. (WELL $4.82)
  • $4.82 Cap: $1.22B
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Q: Great call so far on WELL. Bought some on Friday. Looking to add. Is this a good time or wait for a drop. I guess my question is with the news today do you see a stronger move.
What is their goal. Get bigger in USA?
Thanks so much
Barry
Montreal

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Read Answer Asked by Barry on February 08, 2021

• Global X S&P 500 Index Corporate Class ETF (HXS $90.41)
  • $90.41 Cap: $4.65B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $73.05)
  • $73.05 Cap: $4.27B
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Q: Thanks for all your good advice.
I have set up In Trust Accounts for my grandchildren invested equally in HXS and HXT - to avoid tax implications to me. However, due to the swap change introduced Nov 2019 and effective in 2020 - I have been issued T5008 slips seemingly indicating capital gains as a result of the swaps. Is this just for record purposes or is there a need to account for this at tax time?
Thanks

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Read Answer Asked by Stephen on February 08, 2021

• Sylogist Ltd. (SYZ $9.00)
  • $9.00 Cap: $214M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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• Apple Inc. (AAPL $227.39)
  • $227.39 P/E (TTM): 34.8X Cap: $3.40T
  • View AAPL Profile
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• Alphabet Inc. (GOOG $201.54)
  • $201.54 P/E (TTM): 21.54X Cap: $2.44T
  • View GOOG Profile
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• Skyworks Solutions Inc. (SWKS $71.11)
  • $71.11 P/E (TTM): 27.98X Cap: $10.55B
  • View SWKS Profile
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• Constellation Software Inc. (CSU $4,864.37)
  • $4,864.37 P/E (TTM): 96.06X Cap: $97.47B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $137.30)
  • $137.30 P/E (TTM): 61.25X Cap: $11.94B
  • View DSG Profile
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• Enghouse Systems Limited (ENGH $22.13)
  • $22.13 P/E (TTM): 15.87X Cap: $1.24B
  • View ENGH Profile
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• Kinaxis Inc. (KXS $197.51)
  • $197.51 P/E (TTM): 428.71X Cap: $5.60B
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• Agnico Eagle Mines Limited (AEM $186.73)
  • $186.73 P/E (TTM): 41.93X Cap: $93.83B
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• Winpak Ltd. (WPK $41.83)
  • $41.83 P/E (TTM): 13.57X Cap: $2.56B
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• Savaria Corporation (SIS $21.26)
  • $21.26 P/E (TTM): 30.25X Cap: $1.49B
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• Leon's Furniture Limited (LNF $28.30)
  • $28.30 P/E (TTM): 12.86X Cap: $2.03B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• lululemon athletica inc. (LULU $187.35)
  • $187.35 P/E (TTM): 12.89X Cap: $21.73B
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• Five Below Inc. (FIVE $132.68)
  • $132.68 P/E (TTM): 27.99X Cap: $7.35B
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• Veeva Systems Inc. Class A (VEEV $278.61)
  • $278.61 P/E (TTM): 59.9X Cap: $46.10B
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• Real Matters Inc. (REAL $5.29)
  • $5.29 P/E (TTM): 197.12X Cap: $397M
  • View REAL Profile
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Guardant Health Inc. (GH $54.23)
  • $54.23 Cap: $6.76B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
  • $16.59 Cap: $2.27B
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• CrowdStrike Holdings Inc. (CRWD $427.63)
  • $427.63 Cap: $105.80B
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• Mitek Systems Inc. (MITK $9.83)
  • $9.83 P/E (TTM): 34.74X Cap: $453M
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Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

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Read Answer Asked by Grant on February 08, 2021

• Skillz Inc. Class A (SKLZ $8.04)
  • $8.04 Cap: $135M
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Q: Thoughts on the deal between Skillz and the NFL and the future of the company? Good growth name?

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Read Answer Asked by Brett on February 08, 2021

• Vanguard S&P 500 Index ETF (VFV $156.00)
  • $156.00 P/E (TTM): 59.73X Cap: $24.33B
  • View VFV Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.92)
  • $96.92 Cap: $2.07B
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Q: In a rising interest rate environment, would VGG as a dividend growth ETF face more headwinds than VFV?

Thanks.

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Read Answer Asked by Alan on February 08, 2021

• PENN Entertainment Inc. (PENN $16.78)
  • $16.78 Cap: $2.47B
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• DraftKings Inc. (DKNG $42.54)
  • $42.54 Cap: $21.28B
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Q: Is debit still extremely high for PENN? Is DKNG still sitting on a lot of cash? If you were limited to buying just one, which one would you buy?
Best, Don

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Read Answer Asked by DONALD on February 08, 2021

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
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• Vitalhub Corp. (VHI $13.07)
  • $13.07 P/E (TTM): 310.22X Cap: $778M
  • View VHI Profile
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  • View Reports on VHI
• NetCents Technology Inc (NC $0.69)
  • $0.69 Cap: $57M
  • View NC Profile
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Q: Hi, I would like to reduce the number of stocks in my portfolio. I have small positions in these 3 stocks. In what order should I sell them and is any worth keeping?
Thanks.

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Read Answer Asked by Keith on February 08, 2021

• Cisco Systems Inc. (CSCO $70.72)
  • $70.72 P/E (TTM): 29.3X Cap: $284.28B
  • View CSCO Profile
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• QUALCOMM Incorporated (QCOM $148.46)
  • $148.46 P/E (TTM): 14.26X Cap: $159.21B
  • View QCOM Profile
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• Skyworks Solutions Inc. (SWKS $71.11)
  • $71.11 P/E (TTM): 27.98X Cap: $10.55B
  • View SWKS Profile
  • View Questions on SWKS
• American Tower Corporation (REIT) (AMT $206.28)
  • $206.28 P/E (TTM): 74.82X Cap: $96.69B
  • View AMT Profile
  • View Questions on AMT
• Crown Castle Inc. (CCI $103.80)
  • $103.80 Cap: $45.50B
  • View CCI Profile
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• CalAmp Corp. (CAMP)
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Q: Do you have any recommendations on 5 G stocks

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Read Answer Asked by Donald on February 08, 2021

• Peyto Exploration & Development Corp. (PEY $19.00)
  • $19.00 P/E (TTM): 12.78X Cap: $3.76B
  • View PEY Profile
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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• Birchcliff Energy Ltd. (BIR $6.40)
  • $6.40 P/E (TTM): 12.74X Cap: $1.73B
  • View BIR Profile
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Q: Hi esteemed analysts of 5i. Love your work and advice.
Now that natural gas prices seem to be moving upward lately, can you suggest which of these 3 gas producers in Western Canada would be the best choice for buying today, and why?
Thanks!

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Read Answer Asked by hank on February 08, 2021

• Topicus.com Inc. (TOI $175.04)
  • $175.04 P/E (TTM): 87.6X Cap: $23.47B
  • View TOI Profile
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.32)
  • $5.32 Cap: $1.42B
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Q: Hi, which of the 2 would you buy if you only want to invest in just one and why? Thanks.

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Read Answer Asked by Keith on February 08, 2021

• WELL Health Technologies Corp. (WELL $4.82)
  • $4.82 Cap: $1.22B
  • View WELL Profile
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
  • View DOC Profile
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Q: Wondering what the differences are in these two companies? Are there enough differences to hold both and which has the best growth potential, better metrics and has the better management team.

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Read Answer Asked by JEFF on February 08, 2021

Q: According to my very superficial analysis ARKK and ARKW have at least 6 stocks of the major holdings that are held by both funds: TSLA,ROKU,SQ,TDOC,PSTG and SPOT. Is owning both necessary?Is there enough of a difference? Thanks.

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Read Answer Asked by Paul on February 08, 2021

• Alphabet Inc. (GOOG $201.54)
  • $201.54 P/E (TTM): 21.54X Cap: $2.44T
  • View GOOG Profile
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• Salesforce Inc. (CRM $234.31)
  • $234.31 P/E (TTM): 37.64X Cap: $229.92B
  • View CRM Profile
  • View Questions on CRM
• Canadian General Investments Limited (CGI $40.50)
  • $40.50 P/E (TTM): 27.8X Cap: $845M
  • View CGI Profile
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Q: Thanks 5i for your continued timely reports and advice.

I have run with CRM for the last four years and it is now 5% of my portfolio. I usually cap individual holdings at 5% and wonder if it is worth trimming it to add to use the funds to add to GOOG(2.0%) currently. Good to see google results last week and assume it will continue to grow. Which of the two do you see having the most upside in 3 - 5 years or should I dump (CGI 2.5%)to add to my google position. I recently started a position in ACN so I will have the service industry covered.

Feel free to subtract the necessary question allocation.

Kevin

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Read Answer Asked by Kevin on February 08, 2021

• Lockheed Martin Corporation (LMT $425.11)
  • $425.11 P/E (TTM): 23.9X Cap: $99.36B
  • View LMT Profile
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Q: Looking to add a defense company to my long term holdings...wondering what your company preference would be for a 10 year + hold. Thank you!

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Read Answer Asked by Peter on February 08, 2021