Investment Q&A

• Netflix Inc. (NFLX)
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• Roku Inc. (ROKU)
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Q: Hi 5i,
Do you put any weight at all on takeover rumours? This morning a Seeking Alpha article said that ROKU employees had a cease trading order put on them internally in the past couple of days. NFLX is rumoured to be circling. What do you think is the likelihood here?

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Read Answer Asked by Dave on June 09, 2022

Q: Can you give me a list of some small cap canadian companies who have good balance sheet, debt are not too high and you recommend in investing for the long term

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Read Answer Asked by Kristelle on June 09, 2022

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick

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Read Answer Asked by Nick on June 09, 2022

• NexPoint Residential Trust Inc. (NXRT)
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Q: How do you feel about NXRT? If you remember the Big Short this was a favourite of one of the principal investors in that movie - and paid off for him in spades.

Thanks, as always, David

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Read Answer Asked by David on June 09, 2022

• ECN Capital Corp. (ECN)
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Q: In another question today, ECN was described as a deep value stock. Can you please tell me a bit more about how it generates income. Also, where can I get the most accurate forward P/E? 5i Research lists ECN P/E at 1.3, Yahoo finance at 14.12 and Dividend Stocks Rock at 14.70.
Thanks!

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Read Answer Asked by Grant on June 09, 2022

• Savaria Corporation (SIS)
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Q: Since your oct report bplus is it progrssing and divdends increased ?
in todays BNNit was toppick of with bivednd s of over 3 %

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Read Answer Asked by thambirajah on June 09, 2022

• Archer-Daniels-Midland Company (ADM)
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• Bunge Limited (BG)
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• Corteva Inc. (CTVA)
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Q: I already own Nutrien (NTR) in my Canadain portfolio and am looking to add an agricultural stock in the US. Which would you prefer among Archer Daniels Midland (ADM), Bunge (BG) and Corteva (CTVA)?

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Read Answer Asked by ROB on June 09, 2022

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Netflix Inc. (NFLX)
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• Trisura Group Ltd. (TSU)
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• Crocs Inc. (CROX)
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• InMode Ltd. (INMD)
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Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.

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Read Answer Asked by Nizar on June 09, 2022

Q: Can you list some CAD companies that are down big right now and would be good long term positions?

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Read Answer Asked by Danielle on June 09, 2022

Q: Question on Norbert’s gambit that I’m hoping you know or the community might.

I have a TD RRSP where I accidentally bought Roku in my CAD section of my RRSP. I have a USD portion of the same RRSP, can I have this moved in kind to the USD section?

Thanks!

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Read Answer Asked by David on June 09, 2022

Q: There are several opinions and blurbs in the media (Barrons, WSJ, CNBC, Bloomberg, and the London Financial Times) that opine on, or point to the probability of, semis having been over-ordered by OEMs in the last couple of quarters. The thinking, if I have understood correctly, is that the revenues of semi conductor companies (designers and foundries alike) will rapidly slide down for the next 9 to 12 months.

What is your own view on this? Would the above— if true— not be priced into stock values already? I am overweight in semis but am reluctant to trim in down markets. Nevertheless I would definitely do so right away if you believe it more prudent to trim (even in taxable accounts).

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Read Answer Asked by Adam on June 09, 2022

• Illumina Inc. (ILMN)
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• Upstart Holdings Inc. (UPST)
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Q: Would you have a proxy for ILMN and UPST for tax loss selling? Would you buy them back after 30 days or keep the proxies. All within the same risk/upside potential.
Thanks for your service!

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Read Answer Asked by Ozzie on June 09, 2022

• Lundin Gold Inc. (LUG)
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Q: Hi 5i Team - Could you provide an update on Lundin Gold, its fundamentals, insider holdings and trading, as well as potential. It is free cash flow positive but doesn't seem to be moving beyond a fairly narrow trading range. Thanks.

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Read Answer Asked by Rob on June 09, 2022

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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• QVC Group Inc Com Ser A (QRTEA)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello,
I have lost about 55% on qrtea. In your opinion, is there any chance it could recover? Should I sell and invest in something else? if so, any suggestions?
thanks

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Read Answer Asked by Mary on June 09, 2022

• Garmin Ltd. (Switzerland) (GRMN)
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• Freeport-McMoRan Inc. (FCX)
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• United Rentals Inc. (URI)
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• Carriage Services Inc. (CSV)
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• NV5 Global Inc. (NVEE)
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• Century Communities Inc. (CCS)
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• Antero Resources Corporation (AR)
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• MEDIFAST INC (MED)
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• Olaplex Holdings Inc. (OLPX)
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• Franchise Group Inc. (FRG)
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• Lantheus Holdings Inc. (LNTH)
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Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

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Read Answer Asked by Nick on June 09, 2022

• PennyMac Mortgage Investment Trust of Beneficial Interest (PMT)
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Q: Pennymac would, at first glance, appear to be on the "road to nowhere" in terms of stock price and prospects. However, in Point & Figure terms it is currently in "Triple Top Breakout" mode since May 24 and its cash flow seems more than adequate to meet dividend payout requirements. Is this a decent income stock?

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Read Answer Asked by David on June 09, 2022

Q: I heard a rumour about the Federal government's threat to REIT flow-through taxation status. Is this something that is actively under consideration? Remnants of the Halloween Income Trust debacle come to mind

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Read Answer Asked by Doug on June 09, 2022

• Miscellaneous (MISC)
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Q: Hello,

I am looking at buying some corporate bonds for the fixed income portion of my portfolio.

Via my discount brokerage account, I see annual yield between 3% and 4.5% for terms between 3 and 4 years for bonds issued by big banks or Lifeco. If I hold to maturity, am I correct my annual return will be the annual yield?

Also, anything to watch for with these securities? To make my life easier, I was planning on buying a few larger positions to balance my portfolio (as opposed to the typical 7% max stock position for the equiy portion of the portfolio).

Thank you for your help.

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Read Answer Asked by Pierre on June 09, 2022

• Fortis Inc. (FTS)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• iShares Global Agriculture Index ETF (COW)
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• Boralex Inc. Class A Shares (BLX)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Hi,

Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.

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Read Answer Asked by Graeme on June 09, 2022

Q: Peter; Are the “ generalists” in the energy sector yet- and if not what are they waiting for? Thanks.Rod

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Read Answer Asked by Rodney on June 09, 2022