Investment Q&A

• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.38B
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Q: Hi Folks,

Need an income producing industrial for balance.
Is EIF still a top pick or would you suggest others ahead of it?

Thanks,

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Read Answer Asked by Dave on March 12, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hello 5i. What is your view on Xebec’s latest update to 2020 guidance? Revision in revenue estimate appears material.

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Read Answer Asked by Fabio on March 12, 2021

• Vodafone Group Plc (VOD $11.10)
  • $11.10 Cap: $26.83B
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• Liberty Latin America Ltd. (LILA $7.11)
  • $7.11 Cap: $1.38B
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• Telefonica SA (TEF $5.26)
  • $5.26 Cap: $30.05B
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• Telecom Argentina SA (TEO $9.38)
  • $9.38 Cap: $4.08B
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• Millicom International Cellular S.A. (TIGO $40.26)
  • $40.26 Cap: $7.02B
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Q: Which of the above has the most upside potential and safety
Thanks

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Read Answer Asked by James on March 12, 2021

• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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Q: I have noticed WSP's share price seems to be quite volatile going up one day, down the next , and back up the next. For a company involved in engineering, construction type contracts which are usually long duration I am curious about what I see as unususal volatility. Comments please.

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Read Answer Asked by Mark on March 12, 2021

• Invesco Semiconductors ETF (PSI $59.53)
  • $59.53 P/E (TTM): 58.4X Cap: $699M
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $238.73)
  • $238.73 P/E (TTM): 59.85X Cap: $13.70B
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Q: I am looking to take a small position in semiconductors and noticed your response on ranking QCOM, AMD, MU and NVDA (and liking all of them). Would one of the above ETFs be a reasonable means of participating in the sector? Your thoughts and suggested recommendation would be greatly appreciated. Thanks.

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Read Answer Asked by Danny-boy on March 12, 2021

• Lockheed Martin Corporation (LMT $428.24)
  • $428.24 P/E (TTM): 23.64X Cap: $98.91B
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• Magellan Aerospace Corporation (MAL $17.21)
  • $17.21 P/E (TTM): 24.6X Cap: $983M
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Q: Pls comment on MAL's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.

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Read Answer Asked by David on March 12, 2021

• Teladoc Health Inc. (TDOC $6.96)
  • $6.96 Cap: $1.23B
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Q: Hi,
TDOC has taken quite a beating recently and the stock was down ~40% off its high. Do you think the selling overdone and is it a good time to start a position?

Thanks

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Read Answer Asked by ilie on March 12, 2021

Q: NFT's seem to be all the rage in this week's news. Someone called "Beeple" making a 69 million sale of Digital art or Jack Dorsey selling a tweet for $2.5 million. I understand that it's something associated with registering ownership of the digital asset in blockchain and it seems to be becoming popular. Is there a public company that is best positioned to manage and profit from these transactions and if so, are we early enough to benefit by buying now if the trend grows?

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Read Answer Asked by Tim on March 12, 2021

• K92 Mining Inc. (KNT $15.06)
  • $15.06 P/E (TTM): 14.18X Cap: $3.46B
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• Skeena Resources Limited (SKE $20.98)
  • $20.98 Cap: $2.27B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: I have these 3 gold stocks. Approximately equal weighting. I am currently over weight in gold. What would be your order of selling? Thanks.

Nick

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Read Answer Asked by Nicholas on March 12, 2021

• Descartes Systems Group Inc. (The) (DSG $148.35)
  • $148.35 P/E (TTM): 63.41X Cap: $12.36B
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• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.33B
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Q: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.

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Read Answer Asked by jacques on March 12, 2021

• Coupang Inc. Class A (CPNG $29.90)
  • $29.90 P/E (TTM): 209.78X Cap: $53.79B
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Q: What is your opinion on coupa game?

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Read Answer Asked by Gerald on March 12, 2021

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.93)
  • $26.93 Cap: $3.03B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.69)
  • $18.69 Cap: $832M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.55)
  • $41.55 P/E (TTM): 4.77X Cap: $2.66B
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Q: Hello 5i,
It was suggested that I switch from XLB, XSB, and VEE to ZAG and ZEM which I did. Lately I have seen on the daily watch report that XSB, XLB, and VEE are again mentioned as suggestions in many instances over the past few weeks. Should I switch back or maintain my positions in ZAG and ZEM?

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Read Answer Asked by STANLEY on March 12, 2021

• iShares Global Industrials ETF (EXI $166.84)
  • $166.84 P/E (TTM): 54.43X Cap: $977M
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• iShares Global Infrastructure ETF (IGF $59.97)
  • $59.97 P/E (TTM): 40.93X Cap: $7.78B
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• ESS U.S.Global Jets ETF (JETS $23.58)
  • $23.58 P/E (TTM): 27.66X Cap: $779M
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Q: Can you suggest 2-3 global etfs for industrials exposure?

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Read Answer Asked by Gary on March 12, 2021

• DocuSign Inc. (DOCU $73.84)
  • $73.84 P/E (TTM): 13.96X Cap: $15.23B
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Q: Can you comment on the earnings report, its prospects moving forward, and if anything positive or negative that stood out during the conference call (if you listened).

Thanks for everything you and your team do!

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Read Answer Asked by Justin on March 12, 2021

• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 P/E (TTM): 6.54X Cap: $301M
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Q: Can you please update your opinion on cerv after you have a chance to digest earnings today, thanks!!

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Read Answer Asked by Jim on March 12, 2021

• Ivanhoe Mines Ltd. (IVN $11.04)
  • $11.04 P/E (TTM): 24.3X Cap: $14.39B
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Q: Hi Guys
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord

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Read Answer Asked by Gordon on March 12, 2021

• Ivanhoe Mines Ltd. (IVN $11.04)
  • $11.04 P/E (TTM): 24.3X Cap: $14.39B
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Q: Can you please explain why the issuance of convertible senior notes has resulted in such a large drop in share price. Thanks

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Read Answer Asked by Janice on March 12, 2021

• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.40B
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Q: Did otex pay 210% of its profit as dividends last year? Is there growth projected this year? If already owned, would you hold or sell?

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Read Answer Asked by Steven on March 12, 2021

• Enghouse Systems Limited (ENGH $22.79)
  • $22.79 P/E (TTM): 16.02X Cap: $1.25B
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Q: Wondering your opinion on engh’s results. If owned, would you hold or sell?

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Read Answer Asked by Steven on March 12, 2021

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
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Q: Hi, your thoughts on their earnings please. They looked decent to me but the stock is selling off? Thanks.

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Read Answer Asked by Gary on March 12, 2021