Investment Q&A

• NVIDIA Corporation (NVDA $187.24)
  • $187.24 P/E (TTM): 53.16X Cap: $4.54T
  • View NVDA Profile
  • View Questions on NVDA
• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.42X Cap: $2.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• CrowdStrike Holdings Inc. (CRWD $499.96)
  • $499.96 Cap: $125.46B
  • View CRWD Profile
  • View Questions on CRWD
• Boyd Group Services Inc. (BYD $232.24)
  • $232.24 P/E (TTM): 458.53X Cap: $4.98B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Topicus.com Inc. (TOI $152.78)
  • $152.78 P/E (TTM): 70.73X Cap: $12.51B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.

Upvote 0

Read Answer Asked by Don on February 18, 2021

• Exchange Income Corporation (EIF $73.51)
  • $73.51 P/E (TTM): 28.59X Cap: $3.78B
  • View EIF Profile
  • View Questions on EIF

Q: Can you comment on earnings and outlook?

Thanks!

Upvote 0

Read Answer Asked by Denis on February 18, 2021

• Costco Wholesale Corporation (COST $917.34)
  • $917.34 P/E (TTM): 54.07X Cap: $406.81B
  • View COST Profile
  • View Questions on COST
• Starbucks Corporation (SBUX $84.40)
  • $84.40 P/E (TTM): 36.47X Cap: $95.93B
  • View SBUX Profile
  • View Questions on SBUX

Q: Thinking about adding both COST and SBUX with new RRSP money. How do you like their growth profiles going forward? How will they achieve this growth? Is it just a matter of scale and breaking into new markets?

Upvote 0

Read Answer Asked by Matthew on February 18, 2021

• The Kraft Heinz Company (KHC $26.28)
  • $26.28 Cap: $31.10B
  • View KHC Profile
  • View Questions on KHC

Q: Would you see KHC a buy today? Thx.

Upvote 0

Read Answer Asked by David on February 18, 2021

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.3X Cap: $81.20B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $152.78)
  • $152.78 P/E (TTM): 70.73X Cap: $12.51B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Can you please describe what these companies do exactly and explain?

Upvote 0

Read Answer Asked by Fabio on February 18, 2021

• Amgen Inc. (AMGN $298.50)
  • $298.50 P/E (TTM): 23.06X Cap: $160.70B
  • View AMGN Profile
  • View Questions on AMGN
• AbbVie Inc. (ABBV $244.38)
  • $244.38 P/E (TTM): 110.78X Cap: $431.71B
  • View ABBV Profile
  • View Questions on ABBV
• Medtronic plc. (MDT $94.81)
  • $94.81 P/E (TTM): 26.31X Cap: $121.61B
  • View MDT Profile
  • View Questions on MDT
• Merck & Company Inc. (MRK $90.13)
  • $90.13 P/E (TTM): 12.94X Cap: $225.12B
  • View MRK Profile
  • View Questions on MRK

Q: Hi,

No exposure to healthcare. Looking at big cap pharma in the U.S. with attractive dividend. What do you recommend?

Thanks,
Jason

Upvote 0

Read Answer Asked by Jason on February 18, 2021

• Questor Technology Inc. (QST $0.62)
  • $0.62 Cap: $17M
  • View QST Profile
  • View Questions on QST
  • View Reports on QST
• WELL Health Technologies Corp. (WELL $5.32)
  • $5.32 Cap: $1.34B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.30)
  • $16.30 Cap: $2.24B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Let's build a three stock portfolio and have some fun :)
In it there needs to be one small cap, one mid cap and one large cap.
For long term hold 10+ years
No etf's and only CND stocks.

On another topic, Peter if you were in France, on your road bike, climbing l'alpe d'Huez (It being the stock market) Where on that climb do you believe you are at before heading down? In other words, how much more RPM(revolutions per minute) does this market have before the chain comes off it's derailleur?

Thank you,

Biking Enthusiast :))

Upvote 0

Read Answer Asked by Rino on February 18, 2021

• Lithium Americas Corp. (LAC $9.81)
  • $9.81 Cap: $2.37B
  • View LAC Profile
  • View Questions on LAC
• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X Cap: $958M
  • View NLC Profile
  • View Questions on NLC
• Sociedad Quimica y Minera S.A. (SQM $43.51)
  • $43.51 P/E (TTM): 17.91X Cap: $12.42B
  • View SQM Profile
  • View Questions on SQM
• Bitfarms Ltd. (BITF $3.91)
  • $3.91 Cap: $2.16B
  • View BITF Profile
  • View Questions on BITF

Q: Could you give me your top 3-4. Lithium related plays for growth potential in politically safe areas with your reasoning.
And your top 3-4 block chain plays for growth long and short term and your reasoning please.
What are your thoughts on
Bitf for a blockchain and Bitcoin play and also your thoughts on btcc.b an etf listing tomorrow.
I apologize I probably should have sent a few emails. Thank you for your great advice over the years.
Mike

Upvote 0

Read Answer Asked by mike on February 18, 2021

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
  • View PTQ Profile
  • View Questions on PTQ
• Element Fleet Management Corp. (EFN $36.26)
  • $36.26 P/E (TTM): 26.58X Cap: $14.55B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• Interfor Corporation (IFP $10.14)
  • $10.14 Cap: $521M
  • View IFP Profile
  • View Questions on IFP
• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP
• Martinrea International Inc. (MRE $10.49)
  • $10.49 Cap: $763M
  • View MRE Profile
  • View Questions on MRE
• ECN Capital Corp. (ECN $2.80)
  • $2.80 Cap: $788M
  • View ECN Profile
  • View Questions on ECN
• Viemed Healthcare Inc. (VMD $6.93)
  • $6.93 P/E (TTM): 19.97X Cap: $274M
  • View VMD Profile
  • View Questions on VMD

Q: Hi, realizing that you can’t comment on personal weighting’s etc, I would appreciate your ranking of the upside of above companies within the next 12 months. Thanks in advance.

Upvote 0

Read Answer Asked by Robert on February 18, 2021

• Stem Inc Com (STPK)
  • P/E (TTM): -369.5X Cap: $1.27B
  • View STPK Profile
  • View Questions on STPK

Q: What are your thoughts on $STPK? What would be the stock symbol to choose from the 3 if buying this company?

thanks Valter

Upvote 0

Read Answer Asked by Valter on February 18, 2021

• First Solar Inc. (FSLR $224.82)
  • $224.82 P/E (TTM): 18.85X Cap: $24.11B
  • View FSLR Profile
  • View Questions on FSLR
• Illumina Inc. (ILMN $102.26)
  • $102.26 P/E (TTM): 12.21X Cap: $15.71B
  • View ILMN Profile
  • View Questions on ILMN
• NVIDIA Corporation (NVDA $187.24)
  • $187.24 P/E (TTM): 53.16X Cap: $4.54T
  • View NVDA Profile
  • View Questions on NVDA
• Brookfield Renewable Partners L.P. (BEP.UN $37.21)
  • $37.21 Cap: $23.59B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.62)
  • $208.62 P/E (TTM): 83.96X Cap: $271.07B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Plug Power Inc. (PLUG $2.93)
  • $2.93 Cap: $3.38B
  • View PLUG Profile
  • View Questions on PLUG
• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA
• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• SolarEdge Technologies Inc. (SEDG $38.62)
  • $38.62 Cap: $2.29B
  • View SEDG Profile
  • View Questions on SEDG
• CRISPR Therapeutics AG (CRSP $66.16)
  • $66.16 Cap: $6.01B
  • View CRSP Profile
  • View Questions on CRSP
• NIO Inc. American depositary shares each representing one Class A (NIO $7.65)
  • $7.65 Cap: $17.18B
  • View NIO Profile
  • View Questions on NIO
• Twist Bioscience Corporation (TWST $29.26)
  • $29.26 Cap: $1.76B
  • View TWST Profile
  • View Questions on TWST
• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
  • View Questions on IRBO
• ARK Genomic Revolution ETF (ARKG $28.85)
  • $28.85 P/E (TTM): 22.05X Cap: $1.09B
  • View ARKG Profile
  • View Questions on ARKG
• Electrameccanica Vehicles Corp. Ltd. (SOLO)
  • Cap: $25M
  • View SOLO Profile
  • View Questions on SOLO
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.19)
  • $6.19 Cap: $1.72B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Upvote 0

Read Answer Asked by Michael on February 18, 2021

• Apple Inc. (AAPL $255.45)
  • $255.45 P/E (TTM): 38.64X Cap: $3.79T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $245.54)
  • $245.54 P/E (TTM): 25.96X Cap: $2.94T
  • View GOOG Profile
  • View Questions on GOOG

Q: Which one would you prefer or will they perform similarly over the long term?

Upvote 0

Read Answer Asked by Mike on February 18, 2021

• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.42X Cap: $2.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I believe they're reporting after the bell today (Wednesday). The stock has had a huge run, no matter how good the results, I imagine it'll be a 'sell on the news'...maybe they can consolidate a bit in here. If you could provide your analysis of the results, please.
Thanks very much.

Upvote 0

Read Answer Asked by Warren on February 17, 2021

• TE Connectivity plc (TEL $221.69)
  • $221.69 P/E (TTM): 44.89X Cap: $65.50B
  • View TEL Profile
  • View Questions on TEL

Q: Good morning

what is your opinion on TEL these days?

thanks

Upvote 0

Read Answer Asked by alex on February 17, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Can I transfer stock from my CASH a/c to a TFSA a/c WITHOUT having to SELL it first in the Cash a/c and then BUY it back in the TFSA a/c? Obviously, I don't want to incur Cap Gains on a stock this is up 200%.
Many Thanks!

Upvote 0

Read Answer Asked by Austin on February 17, 2021

• Global X Autonomous & Electric Vehicles ETF (DRIV $28.77)
  • $28.77 P/E (TTM): 3.82X Cap: $346M
  • View DRIV Profile
  • View Questions on DRIV

Q: Hi 5i team
What would be your recommendation for EV ETF?
Thanks very much!

leo

Upvote 0

Read Answer Asked by Le on February 17, 2021

• Integra Resources Corp. (ITR $4.40)
  • $4.40 P/E (TTM): 48.91X Cap: $743M
  • View ITR Profile
  • View Questions on ITR

Q: I would like to add itr to my gold portfolio.What do you think of the company. Thanks Phil

Upvote 0

Read Answer Asked by philip on February 17, 2021

Q: IBT Can I have your thoughts on this stock? Thank you.

Upvote 0

Read Answer Asked by ANDY on February 17, 2021

• TerraVest Industries Inc. (TVK $142.35)
  • $142.35 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Hi 5I,
Just wanted your thoughts on TVK.CA.
Would you consider it for a 5 year hold and would you rate it as a high risk stock?
Thanks,
Earl

Upvote 0

Read Answer Asked by earl on February 17, 2021

• iShares Canadian Select Dividend Index ETF (XDV $36.51)
  • $36.51 P/E (TTM): 11.58X Cap: $1.94B
  • View XDV Profile
  • View Questions on XDV
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.11)
  • $40.11 P/E (TTM): 14.87X Cap: $1.04B
  • View CDZ Profile
  • View Questions on CDZ

Q: Can you suggest an alternative to CDZ? I believe one was mentioned some time ago but I can't find the reference.
Thanks

Upvote 0

Read Answer Asked by steve on February 17, 2021