Investment Q&A

• Alphabet Inc. (GOOG $315.36)
  • $315.36 P/E (TTM): 27.54X Cap: $3.69T
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• NVIDIA Corporation (NVDA $181.55)
  • $181.55 P/E (TTM): 36.25X Cap: $4.32T
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• AbbVie Inc. (ABBV $210.89)
  • $210.89 P/E (TTM): 87.58X Cap: $365.01B
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• CrowdStrike Holdings Inc. (CRWD $425.15)
  • $425.15 Cap: $107.33B
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• Trane Technologies plc (TT $448.52)
  • $448.52 P/E (TTM): 33.2X Cap: $95.58B
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Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron

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Read Answer Asked by Aaron on April 27, 2021

• Canfor Corporation (CFP $13.48)
  • $13.48 Cap: $1.55B
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• Interfor Corporation (IFP $10.21)
  • $10.21 Cap: $655M
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• Western Forest Products Inc. (WEF $14.58)
  • $14.58 Cap: $151M
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Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

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Read Answer Asked by Edward on April 27, 2021

• Jazz Pharmaceuticals plc (JAZZ $196.08)
  • $196.08 Cap: $11.58B
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Q: Would you get rid of Jazz. What do you think of their unusual recent acquisition? Thanks.

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Read Answer Asked by Ken on April 27, 2021

• Paysafe Limited (PSFE $7.15)
  • $7.15 Cap: $417M
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Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks

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Read Answer Asked by Greg on April 27, 2021

• Fortuna Mining Corp. (FVI $14.38)
  • $14.38 P/E (TTM): 12.08X Cap: $4.40B
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Q: As a Fortuna investor I was disappointed in the Roxgold takeover offer. I try and avoid the geographical areas Roxgold is in and also want FVI for a silver play. I see no advantage to the takeover from FVI's perspective and it looks like the market agrees. What do you think about this offer and merger with Roxgold? Does it make sense to you?

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Read Answer Asked by Richard on April 27, 2021

• Miscellaneous (MISC)
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Q: As a general rule how much of one's portfolio should be in US dollars to hedge currency risk?

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Read Answer Asked by Joe on April 27, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.45)
  • $18.45 Cap: $824M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $26.86)
  • $26.86 P/E (TTM): 45.21X Cap: $3.91B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.02)
  • $28.02 P/E (TTM): 31.38X Cap: $9.93B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.33)
  • $23.33 Cap: $1.52B
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Q: I am one that is not very fond of Bonds and with their present performance I have decided to sell ETF XBB .
What would be a best ETF as an alternative to XBB in a RRIF account over a five year time frame?

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Read Answer Asked by Terry on April 27, 2021

• Miscellaneous (MISC)
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Q: I realize that you do not have a crystal ball however my concern is over the Covid Variants especially the ones in India. There is a suggestion that some of the variants may block the effectiveness of the vaccines. If this becomes a huge issue, I am thinking that the market could be in for another rout. I wonder if sitting in cash is the prudent thing to do and just wait out the current virus situation. The market has gone up allot and I would rather give up a small potential gain over time vs a large drop in a much shorter period of time. Your thoughts?

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Read Answer Asked by Bradley on April 27, 2021

• IDEXX Laboratories Inc. (IDXX $589.98)
  • $589.98 P/E (TTM): 44.15X Cap: $45.70B
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• Trupanion Inc. (TRUP $25.87)
  • $25.87 P/E (TTM): 57.31X Cap: $1.10B
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• Chewy Inc. Class A (CHWY $26.45)
  • $26.45 P/E (TTM): 51.04X Cap: $10.92B
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Q: Peter; Going back to Peter Lynch - everybody has a dog or cat now due to Covid- any way to play this - apparently out here (Vancouver) there are animals dying due to not enough vets. Maybe somebody should do a WELL thing and consolidate vet clinics. Thanks. Rod

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Read Answer Asked by Rodney on April 27, 2021

• Fair Isaac Corporation (FICO $1,090.37)
  • $1,090.37 P/E (TTM): 40.5X Cap: $25.66B
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Q: What are you thoughts on FICO as a long term hold? I like their ability to control pricing in an inflationary environment but I'm unsure about the robustness of their core business model.

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Read Answer Asked by Robert on April 27, 2021

• TD International Equity Index ETF (TPE $29.04)
  • $29.04 P/E (TTM): 23.08X Cap: $4.67B
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Q: Hi 5i
Can I please get your thoughts on geographic selection for index mutual fund investment?

Working with TD e-Series Funds, monthly contribution, 19 year old just getting started, single fund has been the thought so far.

Choice Range: Canada Index? US Index? International Index(Holds TPE ETF)?
(can go Europe only but I'm guessing you will ward off this selection)

Comments welcome on all aspects.
Thanks
Dave

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Read Answer Asked by David on April 27, 2021

• State Street Consumer Staples Select Sector SPDR ETF (XLP $82.47)
  • $82.47 P/E (TTM): 24.94X Cap: $15.39B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $110.40)
  • $110.40 P/E (TTM): 34.95X Cap: $21.27B
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Q: Is there any merit in owning both? Doesn't seem to be much overlap.XLY has nearly 40% in Amazon and Tesla. XLP almost 36% with PG, Walmart and Pepsi.Thanks Paul

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Read Answer Asked by Paul on April 27, 2021

• State Street SPDR S&P 500 ETF Trust (SPY $673.32)
  • $673.32 P/E (TTM): 26.17X Cap: $661.61B
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• INVESCO QQQ Trust (QQQ $603.08)
  • $603.08 P/E (TTM): 33.2X Cap: $379.81B
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• iShares Russell 2000 ETF (IWM $258.77)
  • $258.77 P/E (TTM): 17.63X Cap: $71.77B
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Q: SPY, QQQ, and IWM HAve what seem to be historically (and ridiculously) attenuated charts especially viewed from a 20 year perspective. Short of using trailing stop loss orders with each of my largely dividend-oriented equity positions, what would you recommend as a defensive strategy? E.G. gradually adding to a laddered IWM put and/or LEAP put position(s)?

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Read Answer Asked by David on April 27, 2021

• Paysafe Limited (PSFE $7.15)
  • $7.15 Cap: $417M
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Q: What are the pros and cons of this company?
Is it a buy?

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Read Answer Asked by patricia on April 27, 2021

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X
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Q: Could you please provide guidance with regards to this stock going forward. They are purchasing back stock in a auction?

Thanks

Dave.

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Read Answer Asked by David on April 27, 2021

• Mind Medicine Inc (Sub Voting) (MMEDF)
  • P/E (TTM): -36.9X Cap: $1.52B
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Q: With Mindmeds move from OTC in the USA to the Nasdaq does this change your feelings on this new potential bio space? Once listed on Nasdaq in your opinion does this give more validation to the company? Lastly would the shares on the NEO mirror the Nasdaq listing as it starts to trade?

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Read Answer Asked by Kolbi on April 27, 2021

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $975M
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• Boyd Group Services Inc. (BYD $166.90)
  • $166.90 P/E (TTM): 155.43X Cap: $4.78B
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Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You

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Read Answer Asked by Kevin on April 27, 2021

• Dye & Durham Limited (DND $3.61)
  • $3.61 Cap: $268M
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Q: Last week DND held a Virtual Investor Day which I missed. Were there any highlights concerning the company's plans going forward or was it mostly housekeeping material?
Thanks
Dave

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Read Answer Asked by Dave on April 27, 2021

• Alphabet Inc. (GOOG $315.36)
  • $315.36 P/E (TTM): 27.54X Cap: $3.69T
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• NVIDIA Corporation (NVDA $181.55)
  • $181.55 P/E (TTM): 36.25X Cap: $4.32T
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• Roku Inc. (ROKU $101.04)
  • $101.04 P/E (TTM): 175.36X Cap: $14.52B
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• Alteryx Inc. Class A (AYX)
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• Avalara Inc. (AVLR)
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• Fastly Inc. (FSLY $33.22)
  • $33.22 Cap: $4.79B
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• Cerence Inc. (CRNC $7.80)
  • $7.80 P/E (TTM): 378.0X Cap: $341M
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• Palantir Technologies Inc. (PLTR $141.03)
  • $141.03 P/E (TTM): 234.81X Cap: $358.76B
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Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave

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Read Answer Asked by Dave on April 27, 2021

• KnowBe4 Inc. (KNBE)
  • P/E (TTM): 277.56X
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Q: Hi 5i,

May I have your thought on this company?

Best,
Matt

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Read Answer Asked by Matt on April 27, 2021