Investment Q&A

• Miscellaneous (MISC)
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Q: just a comment, but the question of where do you think tourmaline will be in the next week- really and you answered it-the patience of job.
.
my point is some of the questions are so off the wall, maybe you should put a stop to it, if anything to keep 5i on a bit of a higher level.

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Read Answer Asked by david on February 02, 2022

• Constellation Software Inc. (CSU)
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Q: What does the market expect for this quarter?

Thx

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Read Answer Asked by blake on February 02, 2022

• The Valens Company Inc. (VLNS)
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Q: What are thoughts on this company. Do you think that it has bottomed and now a good entry point?

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Read Answer Asked by Tim on February 02, 2022

• Constellation Software Inc. (CSU)
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Q: Can you give me 2 or 3 of your favorite management teams. I'm starting to think that's what I should put the most weight on. I'm going to use this as my deciding factor for picking growth companies.

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Read Answer Asked by Steve on February 02, 2022

• PayPal Holdings Inc. (PYPL)
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Q: It looks like investors are disappointed with Paypal for another quarter. What are your thoughts? Is this a good company that just got ahead of itself in valuation and returning to earth or is there maybe a problem here. I've held shares for about 3 years and wondering if it's time to move on from this name. Thanks!

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Read Answer Asked by Dennis on February 02, 2022

• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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Q: At this time, is APPS and CRWD similar in their risk/reward profile or is one preferred over the other; I see that CRWD's market cap is almost 10x that of APPS. Can you explain very briefly how APPS generates the majority of it's income.
Thanks!

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Read Answer Asked by Grant on February 02, 2022

• Bausch Health Companies Inc. (BHC)
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• Stag Industrial Inc. (STAG)
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• Companhia Siderurgica Nacional S.A. (SID)
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• Grab Holdings Limited (GRAB)
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Q: Please comment on these stocks. Thanks!

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Read Answer Asked by Austin on February 02, 2022

• Nextdoor Holdings Inc. Class A (KIND)
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Q: Can I please have your opinion on this company? Thinking of adding a small position realizing it is more risky.

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Read Answer Asked by Lois on February 02, 2022

• WSP Global Inc. (WSP)
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• Jacobs Solutions Inc. (J)
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Q: I already own WSP. Is there any reason to add J or are they too similar?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 02, 2022

• Labrador Iron Ore Royalty Corporation (LIF)
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• Diversified Royalty Corp. (DIV)
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Q: these two companies pay high dividends, are either of them secure for their dividends going forward ? thanks

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Read Answer Asked by jim on February 02, 2022

• goeasy Ltd. (GSY)
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Q: What is goeasy's track record for recent earnings releases? How has the stock reacted afterward? Thank you

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Read Answer Asked by Martin on February 02, 2022

Q: Do I have it right that dividends of ALL stocks ending with .UN (trusts) are ineligible for div. tax credit?
Thanks
jerry

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Read Answer Asked by jery on February 02, 2022

• Topicus.com Inc. (TOI)
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Q: Topicus seems to have rebounded nicely from the recent pullback. What numbers do you expect for upcoming revenue, earnings and cash flow? Thanks.

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Read Answer Asked by Michael on February 02, 2022

• DocuSign Inc. (DOCU)
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Q: It looks like 5i has sold DOCU. I've held shares for about 3 years so it's been a great performer for me (although not so much lately). If you can share your thoughts, I'm curious why you've moved on from this name.

Thanks

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Read Answer Asked by Dennis on February 02, 2022

• BCE Inc. (BCE)
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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• TELUS Corporation (T)
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Q: Hello.
I have owned all 3 of BCE, T and RCI.B for years in an income-generating portfolio of dividend stocks, around 12% of the total.
Considering selling RCI.B and splitting the proceeds between BCE and T, to simplify and to capture more income from BCE and more growth from T.
Does holding RCI.B provide some "diversification" value amongst the three?
Thanks as always.

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Read Answer Asked by Roman on February 02, 2022

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hi team,

Can you provide the quarter estimates and date for goos?

Thanks

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Read Answer Asked by David on February 02, 2022

• Coupa Software Incorporated (COUP)
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• Celsius Holdings Inc. (CELH)
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Q: Which would you choose for growth over the next 1-2 years?

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Read Answer Asked by Rick on February 02, 2022

• Amgen Inc. (AMGN)
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• Gilead Sciences Inc. (GILD)
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• AbbVie Inc. (ABBV)
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Q: Good morning everyone at 5i
I have been thinking of selling gild at a tax loss following their earnings report. Wondering what you would see as a replacement in order to buy back later. And should I buy back later or just keep the replacement. I already own abbievie in this sector.

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Read Answer Asked by joseph on February 02, 2022

• Alphabet Inc. (GOOG)
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Q: After market closed today,Goog reports big beat on top & bottom line for Q4,plus 20 to 1 split resulting in some 9.26% rise in AH. In this market backdrop is it OK to buy the shares,& if so,nibble or take a personal full position..Txs for u usual great services & views

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Read Answer Asked by Peter on February 02, 2022

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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Q: Hello 5i,

My question relates to ETFs such as ZQQ and others put out by BMO that hold foreign stocks and Tax Form T1135. Are these considered foreign property and thus have to reported on form T1135. My broker did not really know and the CRA site did not deal with ETFs
Thank you for your answer.Cheers

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Read Answer Asked by Hans on February 02, 2022