Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.46)
  • $51.46 P/E (TTM): 20.27X Cap: $3.76B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $47.72)
  • $47.72 P/E (TTM): 23.12X Cap: $18.70B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.12)
  • $45.12 P/E (TTM): 1.18X Cap: $8.98B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.45)
  • $45.45 P/E (TTM): 6.04X Cap: $3.60B
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Q: Currently our portfolio is 15% too high in Canadian stocks and ETFs and am
needing to add to International I would appreciate 3 stocks or an ETF that would be the highest on your ratings. Thanks!

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Read Answer Asked by diane joan on July 30, 2021

• Atlassian Corporation (TEAM $78.72)
  • $78.72 Cap: $21.63B
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Q: Could I get your comments on earnings? The stock had quite a pop today (Friday). Thanks!

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Read Answer Asked by William on July 30, 2021

• Amazon.com Inc. (AMZN $214.92)
  • $214.92 P/E (TTM): 29.74X Cap: $2.29T
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Q: Is AMZN a buy today after 5% drop in share price?
Thanks!

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Read Answer Asked by Le on July 30, 2021

• Amazon.com Inc. (AMZN $214.92)
  • $214.92 P/E (TTM): 29.74X Cap: $2.29T
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Q: Would you think today is a good opportunity to add Amazon? Thanks.

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Read Answer Asked by Hua on July 30, 2021

• Pinterest Inc. Class A (PINS $19.56)
  • $19.56 P/E (TTM): 32.8X Cap: $13.06B
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Q: After the drop following the FB earnings i decided to sell pins because i had a feeling the stock would do the same thing after earnings... Do you guys like pinterest this morning under 60$ ? thanks.

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Read Answer Asked by Philippe on July 30, 2021

• BlackBerry Limited (BB $4.73)
  • $4.73 Cap: $2.78B
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Q: Hi 5i,
Are you able to provide an overview of what the impact is to Blackberry on their QNX system being awarded in a deal they announced with South Korea for use in the country's unmanned train operation system. Thanks

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Read Answer Asked by Gordon on July 30, 2021

Q: You are in a stock picking contest against a fellow investor named Joe. The contest is to pick 10 Canadian stocks that you must hold for 5 years. No trading. The winner will be the portfolio that has the highest total return including dividends over the 5 year period. Joe is somewhat conservative, so he likes to stick with large companies. He has selected ATD.B, BAM.A, CNR, CSU, RY, SHOP, SLF, T, TD, WSP as his 10 stock portfolio. What 10 Canadian stocks would you select to try to win the contest?

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Read Answer Asked by Dan on July 30, 2021

Q: Can you provide your insights into this company?

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Read Answer Asked by Denis on July 30, 2021

• Foran Mining Corporation (FOM $6.47)
  • $6.47 Cap: $3.17B
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Q: The last question you had on FOM was 2015. Can you give us your thoughts on it now and whether you would consider it a buy? Thanks!

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Read Answer Asked by TK on July 30, 2021

• Microsoft Corporation (MSFT $405.54)
  • $405.54 P/E (TTM): 25.58X Cap: $3.04T
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• AbbVie Inc. (ABBV $228.41)
  • $228.41 P/E (TTM): 97.5X Cap: $402.17B
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• JPMorgan Chase & Co. (JPM $291.41)
  • $291.41 P/E (TTM): 14.47X Cap: $781.92B
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• Visa Inc. (V $314.82)
  • $314.82 P/E (TTM): 29.8X Cap: $605.40B
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• Enbridge Inc. (ENB $73.13)
  • $73.13 P/E (TTM): 28.1X Cap: $159.94B
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• Fortis Inc. (FTS $78.48)
  • $78.48 P/E (TTM): 22.52X Cap: $39.83B
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• Restaurant Brands International Inc. (QSR $99.22)
  • $99.22 P/E (TTM): 31.62X Cap: $45.86B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.70)
  • $40.70 Cap: $27.75B
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• Alaris Equity Partners Income Trust (AD.UN $20.53)
  • $20.53 P/E (TTM): 6.27X Cap: $967M
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• Exchange Income Corporation (EIF $100.91)
  • $100.91 P/E (TTM): 34.14X Cap: $5.59B
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• Hydro One Limited (H $59.26)
  • $59.26 P/E (TTM): 27.26X Cap: $35.71B
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Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!

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Read Answer Asked by Chris on July 30, 2021

• Covalon Technologies Ltd. (COV $1.79)
  • $1.79 P/E (TTM): 62.0X Cap: $50M
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Q: Would you please comment on the recent sale of one of its product lines by Covalon. The market liked it in terms of share price, but where does that leave the company going forward. I own it, would you sell or hold at this time. Thanks.

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Read Answer Asked by Donald on July 30, 2021

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,291.09)
  • $2,291.09 P/E (TTM): 7.57X Cap: $48.09B
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Q: Hi Peter
I sold FFH at 550 at around mid May for a small gain
it has now slowly declined to 510
I am aware that it is not a stock alot of people like, pays a small dividend
any fundamental /technical reasons of the decline from 550 to 510 in about 10
weeks time? I am considering of starting a partial position
and hope for a 10% gain for trade (hold for at least over 6 months)

thanks
Michael

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Read Answer Asked by Michael on July 30, 2021

• DigitalOcean Holdings Inc. (DOCN $58.01)
  • $58.01 P/E (TTM): 21.61X Cap: $5.29B
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Q: Would you consider this a small cap growth company? Even though it is losing money, would you recommend investing .

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Read Answer Asked by Howie on July 30, 2021

• Suncor Energy Inc. (SU $78.25)
  • $78.25 P/E (TTM): 15.88X Cap: $92.65B
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on July 30, 2021

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: The energy sector has been doing ok in the last week, buy MEG seems to be underperforming greatly compared to the sector. Any thought on why this is happening. Thank

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Read Answer Asked by Darcy on July 30, 2021

• Kinaxis Inc. (KXS $141.54)
  • $141.54 P/E (TTM): 82.32X Cap: $3.97B
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Q: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.

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Read Answer Asked by Kel on July 30, 2021

• Fortis Inc. (FTS $78.48)
  • $78.48 P/E (TTM): 22.52X Cap: $39.83B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.70)
  • $40.70 Cap: $27.75B
  • View BEP.UN Profile
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• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.45B
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Q: Have reviewed from report on BEP.UN.CA. Already have a large position in Fortis and AQN..T Reasonable to add BEP.UN,CA, or drop one of the others ? Await your comments ,

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Read Answer Asked by David on July 30, 2021

• Enbridge Inc. (ENB $73.13)
  • $73.13 P/E (TTM): 28.1X Cap: $159.94B
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• TC Energy Corporation (TRP $86.71)
  • $86.71 P/E (TTM): 26.89X Cap: $86.06B
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Q: Hello! If you had to pick one, which would you side with and why?

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Read Answer Asked by Fabio on July 30, 2021

Q: Recent G&M article suggested that CIBC has initiated CDRs for Amazon and plans other U.S. stocks also; must one open a CIBC account to purchase this product or will it be available through other institutions? (on NEO exchange)

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Read Answer Asked by don on July 30, 2021

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.66)
  • $54.66 Cap: $8.01B
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Q: I own a half position in BEPC in my TFSA. Should I sell and purchase BEP.UN?

Thanks for your advice

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Read Answer Asked by Joyce on July 30, 2021