Investment Q&A

• Dollar Tree Inc. (DLTR)
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• Dollar General Corporation (DG)
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• Datadog Inc. (DDOG)
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Q: 2 Questions :
1) Datadog recently came off of a bottom and is now on an upward move. What do you think of this company and would you initiate a position now ?
2) Which dollar store would you suggest owning ? DLTR or DG or none of them ?

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Read Answer Asked by Frank on May 18, 2023

• The Trade Desk Inc. (TTD)
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• Magnite Inc. (MGNI)
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• PubMatic Inc. (PUBM)
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Q: Please treat this as three separate questions for credit purposes. Thanks
I am interested in your current impressions of the above stocks. Could you compare them and their present market valuation and would you buy any of them at this time?

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Read Answer Asked by Terry on May 18, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: CU keeps chugging along. Thoughts ? Thank you.

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Read Answer Asked by Paul on May 18, 2023

• ECN Capital Corp. (ECN)
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Q: Are you able to confirm if Steve Hudson purchased 794,000 shares over the last 12months. At an average price of $5.88. If so, when did this exactly happen??

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Read Answer Asked by Chris on May 18, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ)
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• iShares MSCI Japan ETF (EWJ)
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Q: Could you please commended a Japanese index ETF? Both David Rosenberg and Warren Buffet have mentioned Japanese equity market will be outromanced. Just wondering if it's good timing to invest in that market.

thank you,

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Read Answer Asked by Kiwi on May 18, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: I really can't understand CTS's stock price.
They beat earnings with .12 with estimates at .086. EPS which you have mentioned is 9X is supposed to rise 60% in the next 2 years.

Why is this tech stock at lows and not trading like its fundamentals?

Thanks

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Read Answer Asked by Herm on May 18, 2023

• Pine Cliff Energy Ltd. (PNE)
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• Enbridge Inc. (ENB)
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• Tamarack Valley Energy Ltd. (TVE)
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• TECSYS Inc. (TCS)
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• ECN Capital Corp. (ECN)
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• Gear Energy Ltd. (GXE)
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• WELL Health Technologies Corp. (WELL)
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• Converge Technology Solutions Corp. (CTS)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Mitek Systems Inc. (MITK)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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• Lumine Group Inc. (LMN)
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Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty

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Read Answer Asked by Martin on May 18, 2023

• Medtronic plc. (MDT)
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Q: What are your thoughts on MDT these days? Worth investing at current levels? thanks

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Read Answer Asked by alex on May 18, 2023

• Decisive Dividend Corporation (DE)
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Q: Hi,
I am interested in initiating a position in DE:CA and would like to know what you would consider an attractive, attainable, entry point? I am in no rush to buy, so can wait if that might be the best strategy given the recent little run-up unless you feel it is fine to buy at current levels.
Thanks!!
Cheers,
Mike

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Read Answer Asked by Mike on May 18, 2023

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.

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Read Answer Asked by Bob on May 18, 2023

• Ferrari N.V. (RACE)
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Q: Can you please comment on $RACE's debt load versus cash flow.

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Read Answer Asked by Valter on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: LSPD has been gaining, any idea why?

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Read Answer Asked by stephen on May 18, 2023

• iShares Russell 2000 ETF (IWM)
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• Royce Micro-Cap Trust Inc. (RMT)
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Q: Not having a lot of personal expertise in U.S. small caps, I thought a closed ended fund or index ETF might be the way to add some U.S. small cap exposure. Can you comment on the value of Royce Micro Cap Trust or the Russell 2000 for 5-10% of an otherwise reasonably diversified portfolio?

Upvote 1

Read Answer Asked by David on May 18, 2023

• Alamos Gold Inc. (AGI)
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• Sandstorm Gold Ltd. (SSL)
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• Aris Mining Corporation (ARIS)
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Q: ARIS has taken a beating lately and hasn't paid a dividend in about 8 months. I'm hesitant to take the loss as I'm bullish on gold and have it in a registered account.

You commented today that "Very good growth is expected over the next 24 months" Can you expand on this? Will they bring back their dividend? Are there better beaten up stocks in the sector that pay a dividend?

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Read Answer Asked by Robert on May 18, 2023

• LifeSpeak Inc (LSPK)
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Q: Please comment on the 1st q results released today. Do these dry bones have any potential life ( you need to know the Bible to get the reference)?

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Read Answer Asked by Murray on May 18, 2023

• Intel Corporation (INTC)
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• Honeywell International Inc. (HON)
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• STMicroelectronics N.V. (STM)
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• Ericsson (ERIC)
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Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

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Read Answer Asked by Kyle on May 18, 2023

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
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• iShares Russell 2000 ETF (IWM)
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Q: Hello, what Canadian ETFs would you recommend for US or global smallcaps? I would prefer ETFs with daily volumes higher than 10k per day. Thanks.

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Read Answer Asked by Martin on May 18, 2023

• Algonquin Power & Utilities Corp. (AQN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Fortis Inc. (FTS)
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Q: Hi Folks,
I have decided to sell AQN from my RRSP account. Can you suggest a possible replacement. Looking for something with a good safe growing yield. I also hold BIP.UN and FTS.
Thanks,

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Read Answer Asked by JOHN on May 18, 2023

• TJX Companies Inc. (The) (TJX)
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Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD)
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Q: I've been interested in HD for a while...what are your thoughts post-earnings and is a an almost 19x forward p/e multiple still too expensive? What do you feel would be a good entry point? Thanks.

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Read Answer Asked by Michael on May 17, 2023