Investment Q&A

• Parsons Corporation (PSN)
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Q: Good day :
Opinion of this name please ?
Thx
Mark

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Read Answer Asked by Mark on August 26, 2020

• Brand Leaders Income Fund (HBL.UN)
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Q: I would like your thoughts on the above. It has an attractive dividend and appears to have some price momentum and am wondering if this might present an opportunity to earn an attractive dividend. Welcome your thoughts

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Read Answer Asked by Colleen on August 26, 2020

• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: Would you buy Visa or MasterCard at these prices and which would you prefer

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Read Answer Asked by Paul on August 26, 2020

• Templeton Dragon Fund Inc. (TDF)
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Q: Closed ended funds have a sometimes-deservedly mixed reputation. The Templeton Dragon fund's Far East coverage seems to offer that relatively rare (for me, at least) combination of excellent return and low correlation to other holdings in my portfolio. Can you comment on its value to a predominantly North American portfolio?

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Read Answer Asked by David on August 26, 2020

• Bitcoin Fund The (QBTC.U)
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Q: There is some reliable ETF dealing with Crypto currency.

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Read Answer Asked by DANIEL on August 26, 2020

• Wesdome Gold Mines Ltd. (WDO)
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• K92 Mining Inc. (KNT)
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• Maverix Metals Inc. (MMX)
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• Fortuna Mining Corp. (FVI)
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Q: When I graph the performance of these four gold miners over a period of three months, six months or year to date, KNT and FVI appear to have performed best. Can I trust Mr Market here? I hold shares in each of these two companies. Should I add to these positions or sell them in preference to MMX and WDO?
If you do not trust what the market seems to be telling me here please explain why.

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Read Answer Asked by John on August 26, 2020

Q: Does your research show that this company has a top rated management how would there management compare to Well? Thank You for an amazing service!

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Read Answer Asked by Danny on August 26, 2020

• Mr. Cooper Group Inc. (COOP)
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Q: Can you please give your opinion on COOP trading at less than 4x earnings in a recessionary environment as far as growth, safety, and capital appreciation. Thanks for your analysis.

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Read Answer Asked by Ian on August 26, 2020

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
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Q: Could you please give an update on BRE in terms of last earnings report, news going forward, dividend sustainability. What would be an appropriate percent of an income portfolio would you hold?

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Read Answer Asked by Ric on August 26, 2020

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Q: Morning Team,

Curious to get your thoughts on Canadian Tire's performance of late. Do you think this increase is sustainable and why? What has changed in your opinion to cause such a significant recovery since the beginning of the pandemic?

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Read Answer Asked by Harrison on August 26, 2020

• Micron Technology Inc. (MU)
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• Baidu Inc. (BIDU)
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• Ambarella Inc. (AMBA)
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• GLOBAL X FDS (FINX)
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• Sonos Inc. (SONO)
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• VanEck Vectors Video Gaming and eSports ETF (ESPO)
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Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

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Read Answer Asked by John on August 26, 2020

• Enbridge Inc. (ENB)
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• Pembina Pipeline Corporation (PPL)
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• BP Midstream Partners LP representing Limited Partner Interests (BPMP)
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Q: I currently have a total of 5% of my portfolio in an equal combination of ENB and PPL. How advantageous (if at all), would it be to add BPMP for the sake of its dividend and seemingly low current valuation? As this would be a non-registered account investment does the tax treatment of U.S. dividends present a material issue?

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Read Answer Asked by David on August 26, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: Why do you like Veev so much?how do you see them going forward?

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Read Answer Asked by Jack on August 26, 2020

• Fusion Pharmaceuticals Inc. (FUSN)
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Q: I am watching Fusion Pharma and am considering buying because the drop in price from their IPO. This is a local story and would like to support the McMaster entry.

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Read Answer Asked by Paul on August 26, 2020

• Kamada Ltd. (KMDA)
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Q: Would appreciate your thoughts on these 3. Thanks as always!

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Read Answer Asked by Austin on August 26, 2020

• GreenPower Motor Company Inc. (GPV)
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Q: Good momentum and volume on GPV in the last few days! Glad to be holding some. Any thoughts on what is driving this?

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Read Answer Asked by Robert on August 26, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Renewable Corporation Class A Subordinate (BEPC)
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Q: For a non-regustered account, with the price difference at about 8 dollars would it be better overall for income to purchase BIP.UN if you had a fixed dollar amount to invest for the additional shares you would get over purchasing BEPC even considering the dividend tax credit benefit of BEPC..

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Read Answer Asked by RALPH on August 26, 2020

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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• Consumer Staples Select Sector SPDR (XLP)
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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• iShares Global Consumer Staples ETF (KXI)
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• Vanguard Consumer Staples ETF (VDC)
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Q: Morning 5i team,
I'm looking for a few suggestions on an ETF that covers consumer staples in the NAM? Some that came to mind were XST and STPL, but they seem to lack US exposure?
Thanks

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Read Answer Asked by Phillip on August 26, 2020

• Intuitive Surgical Inc. (ISRG)
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Q: May I have your views on this company as a long term hold for growth. Would you buy at present prices. Thanks.

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Read Answer Asked by Gerry on August 26, 2020

• Miscellaneous (MISC)
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Q: Hi 5i,

Was wondering if a weighted global etf exists? I looked thru vanguard(canadian site) and blackrock but found nothing. Would you be aware of such product?
Thanks

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Read Answer Asked by Rino on August 26, 2020