Investment Q&A

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $123.88B
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• Digital Turbine Inc. (APPS $6.41)
  • $6.41 Cap: $693M
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• Celsius Holdings Inc. (CELH $61.14)
  • $61.14 P/E (TTM): 159.74X Cap: $15.77B
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• Magnite Inc. (MGNI $17.50)
  • $17.50 P/E (TTM): 56.45X Cap: $2.49B
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Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

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Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $323.12)
  • $323.12 P/E (TTM): 22.21X Cap: $224.85B
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• Mastercard Incorporated (MA $559.24)
  • $559.24 P/E (TTM): 37.59X Cap: $505.55B
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• Visa Inc. (V $343.30)
  • $343.30 P/E (TTM): 33.56X Cap: $665.98B
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Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

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Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $4.82)
  • $4.82 Cap: $305M
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Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

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Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
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Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

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Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: What I should know about Sleep Country,what's with price action today ? Thanks

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Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $6.79)
  • $6.79 P/E (TTM): 11.98X Cap: $814M
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Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

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Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
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Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

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Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

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Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
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• Brookfield Asset Management Inc Class A Limited (BAM $56.96)
  • $56.96 P/E (TTM): 37.92X Cap: $90.20B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $27.80)
  • $27.80 Cap: $17.37B
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Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

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Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
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• Brompton European Dividend Growth ETF (EDGF $11.60)
  • $11.60 P/E (TTM): 21.12X Cap: $34M
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Q: Could I have your view on the following companies.

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Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

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Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

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Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

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Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $19.09)
  • $19.09 P/E (TTM): 20.38X Cap: $39M
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Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

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Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $18.20)
  • $18.20 Cap: $177M
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• Global X Active Global Dividend ETF (HAZ $40.80)
  • $40.80 P/E (TTM): 0.52X Cap: $537M
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• iShares Canadian Financial Monthly Income ETF (FIE $9.28)
  • $9.28 P/E (TTM): 9.36X Cap: $1.21B
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• iShares Diversified Monthly Income ETF (XTR $11.64)
  • $11.64 Cap: $360M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.41)
  • $23.41 P/E (TTM): 14.98X Cap: $161M
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• Dynamic Active Global Dividend ETF (DXG $73.61)
  • $73.61 P/E (TTM): 35.73X Cap: $817M
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• Purpose Multi-Asset Income Fund (PINC $19.98)
  • $19.98 P/E (TTM): 19.36X Cap: $61M
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Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

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Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $26.25)
  • $26.25 P/E (TTM): 17.76X Cap: $797M
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• BMO Equal Weight Industrials Index ETF (ZIN $46.83)
  • $46.83 Cap: $41M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.28)
  • $59.28 P/E (TTM): 13.41X Cap: $333M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.01)
  • $80.01 P/E (TTM): 50.49X Cap: $712M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $37.04)
  • $37.04 P/E (TTM): 2.41X Cap: $351M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.82)
  • $15.82 P/E (TTM): 17.07X Cap: $1.09B
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $49.93)
  • $49.93 P/E (TTM): 17.65X Cap: $3.30B
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• BMO Aggregate Bond Index ETF (ZAG $13.95)
  • $13.95 Cap: $11.80B
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• CI Morningstar Canada Momentum Index ETF (WXM $39.69)
  • $39.69 P/E (TTM): 12.89X Cap: $751M
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• Vanguard Balanced ETF Portfolio (VBAL $36.26)
  • $36.26 Cap: $4.04B
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• Vanguard Growth ETF Portfolio (VGRO $41.83)
  • $41.83 Cap: $7.95B
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• AGFIQ Global ESG Factor ETF (QEF)
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Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

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Read Answer Asked by D on February 05, 2021

Q: At time of writing this question, AT is up 17 percent. Can't find any news. Can you shed some light on the rise today.

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Read Answer Asked by Bruce on February 05, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $9.30)
  • $9.30 P/E (TTM): 11.2X Cap: $57M
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Q: TD Webbroker indicates that the etf HMMJ pays a 4.2% dividend. Where does the money come from to do this since their top 10 holdings, comprising 88% of their portfolio, pay next to nothing in dividends?

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Read Answer Asked by Myles on February 05, 2021

• Canaccord Genuity Group Inc. 6.25% Convertible Unsecured Senior Subordinated Debentures (CF.DB.A $124.86)
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Q: I was reading that CF may be redeeming these convertible debentures starting April 1, 2021. Is that true? Could you provide the details please? What would you recommend that I do as I own this convertible debenture? Thank you.

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Read Answer Asked by Robert on February 05, 2021