Investment Q&A

Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.

Upvote 0

Read Answer Asked by Vinod on November 06, 2021

• First Mining Gold Corp. (FF $0.17)
  • $0.17 Cap: $189M
  • View FF Profile
  • View Questions on FF

Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?

Upvote 0

Read Answer Asked by Conrad L on November 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Costco Wholesale Corporation (COST $986.41)
  • $986.41 P/E (TTM): 57.3X Cap: $435.04B
  • View COST Profile
  • View Questions on COST
• Morgan Stanley (MS $143.74)
  • $143.74 P/E (TTM): 16.79X Cap: $228.56B
  • View MS Profile
  • View Questions on MS
• Royal Bank of Canada (RY $183.96)
  • $183.96 P/E (TTM): 19.72X Cap: $257.05B
  • View RY Profile
  • View Questions on RY
• Sun Life Financial Inc. (SLF $78.45)
  • $78.45 P/E (TTM): 14.23X Cap: $44.24B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TMX Group Limited (X $56.93)
  • $56.93 P/E (TTM): 37.97X Cap: $16.04B
  • View X Profile
  • View Questions on X
  • View Reports on X
• BRP Inc. Subordinate Voting Shares (DOO $71.14)
  • $71.14 Cap: $5.15B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $58.09)
  • $58.09 P/E (TTM): 10.02X Cap: $16.76B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• lululemon athletica inc. (LULU $187.05)
  • $187.05 P/E (TTM): 12.89X Cap: $21.73B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $71.14)
  • $71.14 P/E (TTM): 36.48X Cap: $8.33B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Cencora Inc. (COR $290.61)
  • $290.61 P/E (TTM): 33.0X Cap: $55.28B
  • View COR Profile
  • View Questions on COR
• Trisura Group Ltd. (TSU $42.93)
  • $42.93 P/E (TTM): 18.48X Cap: $2.01B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Celsius Holdings Inc. (CELH $52.98)
  • $52.98 P/E (TTM): 157.42X Cap: $13.38B
  • View CELH Profile
  • View Questions on CELH

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Upvote 0

Read Answer Asked by kevin on November 06, 2021

• Trane Technologies plc (TT $429.02)
  • $429.02 P/E (TTM): 34.13X Cap: $95.70B
  • View TT Profile
  • View Questions on TT

Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike

Upvote 0

Read Answer Asked by michael on November 06, 2021

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
  • View PDYPF Profile
  • View Questions on PDYPF

Q: Any comments on recent news? Is this still a good hold?

Upvote 0

Read Answer Asked by Earl on November 05, 2021

• Trisura Group Ltd. (TSU $42.93)
  • $42.93 P/E (TTM): 18.48X Cap: $2.01B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Good Morning 5i
Would appreciate your analysis of Trisura Results please.
Thanks

Upvote 0

Read Answer Asked by Gordon on November 05, 2021

• Trisura Group Ltd. (TSU $42.93)
  • $42.93 P/E (TTM): 18.48X Cap: $2.01B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.

Upvote 0

Read Answer Asked by Michael on November 05, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
  • View ATVI Profile
  • View Questions on ATVI

Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks

Upvote 0

Read Answer Asked by Ian on November 05, 2021

• Western Forest Products Inc. (WEF $11.72)
  • $11.72 Cap: $130M
  • View WEF Profile
  • View Questions on WEF

Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!

Upvote 0

Read Answer Asked by Paul on November 05, 2021

• K-Bro Linen Inc. (KBL $33.37)
  • $33.37 P/E (TTM): 19.95X Cap: $354M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: Held KBL is a number of years. Has a nice dividend but it seems to be going nowhere. Noticed one analyst had price target of $53. Your thoughts?

Upvote 0

Read Answer Asked by Albert on November 05, 2021

• iShares Russell 2000 Growth ETF (IWO $292.00)
  • $292.00 P/E (TTM): 4.55X Cap: $11.73B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $96.43)
  • $96.43 P/E (TTM): 57.09X Cap: $19.17B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Biotechnology ETF (IBB $131.51)
  • $131.51 P/E (TTM): 41.5X Cap: $5.40B
  • View IBB Profile
  • View Questions on IBB
• INVESCO QQQ Trust (QQQ $575.37)
  • $575.37 P/E (TTM): 59.46X Cap: $367.13B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Global Financials ETF (IXG $112.24)
  • $112.24 P/E (TTM): 37.36X Cap: $560M
  • View IXG Profile
  • View Questions on IXG
• iShares U.S. Medical Devices ETF (IHI $60.97)
  • $60.97 P/E (TTM): 105.73X Cap: $4.34B
  • View IHI Profile
  • View Questions on IHI
• Vanguard Information Technology ETF (VGT $700.28)
  • $700.28 P/E (TTM): 81.09X Cap: $88.73B
  • View VGT Profile
  • View Questions on VGT
• Vanguard Growth ETF (VUG $460.34)
  • $460.34 P/E (TTM): 76.92X Cap: $169.85B
  • View VUG Profile
  • View Questions on VUG
• Fidelity MSCI Information Technology Index ETF (FTEC $208.30)
  • $208.30 P/E (TTM): 87.8X Cap: $14.48B
  • View FTEC Profile
  • View Questions on FTEC

Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.

Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?

Thanks in advance. Please deduct credits as required.
KD

Upvote 0

Read Answer Asked by K on November 05, 2021

• Taseko Mines Limited (TKO $4.33)
  • $4.33 Cap: $1.37B
  • View TKO Profile
  • View Questions on TKO

Q: Can you please comment on Taseko's recent quarter. Copper price volatility notwithstanding, do you see further upside for the share price? Thanks.

Upvote 0

Read Answer Asked by Richard on November 05, 2021

Q: Would you endorse selling AT and buy it back in 30 days?

Thanks for your service?

Upvote 0

Read Answer Asked by Ozzie on November 05, 2021

• Alphabet Inc. (GOOG $201.73)
  • $201.73 P/E (TTM): 21.54X Cap: $2.44T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello, I just realized that the sector classification for Google is now "Communication Services". Do you agree with this classification? I thought it was classified under "Technology". I currently hold Bell and Telus in the Communication Services sector, would you advise that I put Google in the same sector as them? Thank you

Upvote 0

Read Answer Asked by Gervais on November 05, 2021

• Pinterest Inc. Class A (PINS $34.70)
  • $34.70 P/E (TTM): 12.78X Cap: $23.88B
  • View PINS Profile
  • View Questions on PINS

Q: Would you endorse selling PINS.US and buying back in 30 days?

Thanks for your service?

Upvote 0

Read Answer Asked by Ozzie on November 05, 2021

• Jamieson Wellness Inc. (JWEL $37.49)
  • $37.49 P/E (TTM): 30.98X Cap: $1.56B
  • View JWEL Profile
  • View Questions on JWEL

Q: Can you provide some commentary on Jamieson Wellness' earnings? Is this the type of name that you think can eventually get bought out by a larger player in the sector?

Upvote 0

Read Answer Asked by john on November 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.27)
  • $5.27 Cap: $1.42B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: The secondary offering was quite large. Was it made at a lower price than the stock was then going for? Otherwise, why would someone buy a lot of shares knowing the price would immediately plunge?

Upvote 0

Read Answer Asked by John on November 05, 2021

• Viavi Solutions Inc. (VIAV $10.95)
  • $10.95 P/E (TTM): 546.5X Cap: $2.43B
  • View VIAV Profile
  • View Questions on VIAV

Q: VIAV reported decent results but stock is down today (Friday). Do you see anything that would explain this?

Upvote 0

Read Answer Asked on November 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.80)
  • $47.80 P/E (TTM): 40.25X Cap: $3.08B
  • View XAW Profile
  • View Questions on XAW
• iShares Russell 2000 Growth ETF (IWO $292.00)
  • $292.00 P/E (TTM): 4.55X Cap: $11.73B
  • View IWO Profile
  • View Questions on IWO
• BMO Aggregate Bond Index ETF (ZAG $13.79)
  • $13.79 Cap: $11.20B
  • View ZAG Profile
  • View Questions on ZAG
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.41)
  • $44.41 P/E (TTM): 5.94X Cap: $18.05B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.17)
  • $38.17 P/E (TTM): 5.74X Cap: $989M
  • View CDZ Profile
  • View Questions on CDZ
• Purpose International Dividend Fund (PID $27.50)
  • $27.50 P/E (TTM): 0.01X Cap: $109M
  • View PID Profile
  • View Questions on PID
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $41.38)
  • $41.38 P/E (TTM): 26.7X Cap: $408M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.95)
  • $41.95 P/E (TTM): 0.16X Cap: $2.71B
  • View VEE Profile
  • View Questions on VEE
• iShares Biotechnology ETF (IBB $131.51)
  • $131.51 P/E (TTM): 41.5X Cap: $5.40B
  • View IBB Profile
  • View Questions on IBB
• SPDR S&P 500 ETF Trust (SPY $637.33)
  • $637.33 P/E (TTM): 57.48X Cap: $663.57B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $575.37)
  • $575.37 P/E (TTM): 59.46X Cap: $367.13B
  • View QQQ Profile
  • View Questions on QQQ

Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

Upvote 0

Read Answer Asked by Ben on November 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.27)
  • $5.27 Cap: $1.42B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Your analysis of results please

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 05, 2021