Investment Q&A

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Can I get your thoughts on the earnings today? The stock is taking a hit - is it a buying opportunity?
Thanks,

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Read Answer Asked by Doris on February 11, 2022

• Leon's Furniture Limited (LNF)
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Q: Hi...Bill Harris on BNN today said that Avenue is no longer in Leon's. They had bought, believing in the pandemic impact that would cause people to stay home and buy a TV & sofa. Now, with the potential reopening post-Covid, people may soon prefer to go out to a baseball game and have a beer & hotdog (I'm paraphrasing). The result = Leon's may feel the impact. I am a happy owner of LNF...just curious on your thoughts?

Thanks....Steve

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Read Answer Asked by Stephen on February 11, 2022

• Digital Turbine Inc. (APPS)
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• Topicus.com Inc. (TOI)
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Q: Which of these 3 companies would rate as the best to add more shares too.

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Read Answer Asked by Mike on February 11, 2022

• iShares Core Canadian Long Term Bond Index ETF (XLB)
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Q: Hi Guys
Is the yield starting to look tempting at 3.35% . If long term rates aren't moving much, doesn't that say the inflation fears might be a little over done ? and if not now, at what percentage yield on XLB would you purchase,
Thanks Gord

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Read Answer Asked by Gordon on February 11, 2022

• BMO Aggregate Bond Index ETF (ZAG)
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Q: What do you see as the pros and cons of holding ZAG in 2022 and beyond? Thanks.

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Read Answer Asked by Dan on February 11, 2022

• Loblaw Companies Limited (L)
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• Thomson Reuters Corporation (TRI)
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• Winpak Ltd. (WPK)
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• Leon's Furniture Limited (LNF)
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• Morguard Corporation (MRC)
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• Magellan Aerospace Corporation (MAL)
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• Hydro One Limited (H)
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• Morguard Real Estate Investment Trust (MRT.UN)
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Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks

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Read Answer Asked by Curtis on February 11, 2022

• Affirm Holdings Inc. (AFRM)
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Q: I don't own the stock, but I'm curious on your thoughts about Affirm releasing quarterly results while the market is open. Isn't this highly unusual?

Jason

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Read Answer Asked by Jason on February 11, 2022

• Sun Life Financial Inc. (SLF)
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• Ally Financial Inc. (ALLY)
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• Medical Properties Trust Inc. (MPW)
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• VICI Properties Inc. (VICI)
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• ChargePoint Holdings Inc. (CHPT)
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• Solid Power Inc. (SLDP)
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Q: Hi gang, could you please me your take on this company. I would like to buy one company from each sector.
1:mpw /vici are divided safe and strong growth.
2:sldp/ chpt which one would you buy today?
3:suf/ally which is a better set for growth and safety of dividends? I would like to buy one company from each sector. Thanks
Alnoor

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Read Answer Asked by Alnoor on February 11, 2022

• Affirm Holdings Inc. (AFRM)
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Q: Comments on #1 earnings report and #2 twitter early release fiasco. Genuine mistake or deliberate manipulation?

Should I keep holding or take a large tax loss?

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Read Answer Asked by Maureen on February 11, 2022

• Trane Technologies plc (TT)
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Q: Hi 5i team,
I have held shares of Trane Technologies for one year now. Recently the stock price looks very bearish. My understanding is there are concerns about supply chain issues. How serious is this problem ? Will this hurt the profits of the company for the long term?
Thank you for your opinion

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Read Answer Asked by john on February 10, 2022

Q: thoughts on the quarter please ? Thx

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Read Answer Asked by blake on February 10, 2022

Q: Please comment on Brookfield's announcement this morning and what it means / what you think

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Read Answer Asked by Alexander on February 10, 2022

Q: The latest news from BAM would suggest another spin off is on the horizon would 5i see this as positive. According to what I've been able to read so far the spin off would be a private company how would that benefit the common shareholders over the long term.

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Read Answer Asked by Thomas on February 10, 2022

Q: If BAM spins off it's asset management business, what is left? Just 'Brookfield' and it would be similar to their infastructure/renewable/insurance spin-offs?

Thanks in advance

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Read Answer Asked by Jeff on February 10, 2022

• Sun Life Financial Inc. (SLF)
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Q: thoughts please on the quarter? Thx

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Read Answer Asked by blake on February 10, 2022

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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• C3.ai Inc. Class A (AI)
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Q: WHAT STOCKS ARE INVOLVE OR DOING ARTIFICIAL INTELLIGENT?

THANK YOU

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Read Answer Asked by Herbert on February 10, 2022

• Costco Wholesale Corporation (COST)
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Q: I am considering purchasing one of the following and would appreciate your guidance.
Maple Leaf Foods, Loblaws, Costco. Or, would you recommend a different company. Many thanks

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Read Answer Asked by Patricia on February 10, 2022

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard S&P 500 ETF (VOO)
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• Evolve Innovation Index Fund (EDGE)
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Q: Hi,

For a long term hold in an RSP, would you have any preference between VGG and EDGE?

thank you

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Read Answer Asked by Brad on February 10, 2022

• Xebec Adsorption Inc. (XBC)
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Q: Can you comment on the change in mangement in XBC. Is this a similar situation to LSPD and Dax where the CEO was encouraged to find a different role by the board? Thoughts of the new CEO and COO? Still holding onto this struggling stock and looking for something positive on it. Do you still see it having potential and worth holding or is it time to move on? If time to move on, can you please suggest some of your top picks today (comfortable with risk and does not have to be the same sector). XBC is held within my TFSA so no tax loss option. Thanks for all that you and your team do!

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Read Answer Asked by Justin on February 10, 2022

• Trane Technologies plc (TT)
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• Carrier Global Corporation (CARR)
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Q: Please provide your comments on this company in terms of long term growth and risk.

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Read Answer Asked by Janice on February 10, 2022