Investment Q&A

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Q: Hi 5i,
GDI may be in falling knife mode right now but, looking ahead to when it finds support, do you think it will be an attractive add point, on a longer term view? Or would you say that recent results were related to issues in the business performance that are likely to persist and continue to be a drag going forward? Thanks!

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Read Answer Asked by Lance on November 17, 2021

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard Russell 2000 Index Fund (VTWO)
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• iShares Russell 2000 ETF (IWM)
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• Vanguard Small Cap Growth ETF (VBK)
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• SPDR S&P 600 Small Cap Growth ETF (SLYG)
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Q: This is a follow up to a previous question about USD ETFs where you suggested IWO for the long term small cap portion of a USD TFSA or USD RRSP. I'm curious why you suggest IWO in particular, as it seems to be a recurring suggestion. I'm partiuclarly interested in a comparison of IWO to IWM, VTWO, VBK and SLYG, how you would distinguish them, and in what situations these others might be preferred over IWO. These others all seem to have lower fees and slightly different composition features. Please take as many question credits as needed - thanks as always for helpful answers.

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Read Answer Asked by Brad on November 17, 2021

• goeasy Ltd. (GSY)
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• Xebec Adsorption Inc. (XBC)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Is there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter

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Read Answer Asked by Linda on November 17, 2021

• Roku Inc. (ROKU)
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Q: Hello 5I
Roku has taken a real downturn to-day. I know one brokerage has downgraded it, but is there anymore bad news to have this lose 10%. Its been going down since August, almost at its 52 week low. It this justified???

Thank you

Steve

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Read Answer Asked by Steve on November 17, 2021

• StoneCo Ltd. (STNE)
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Q: Can you please comment on StoneCo results. Absolutely horrific stock price movement. What has me perplexed is how the big money has invested in this(ie- Berkshire etc..), are they expecting long term upside? If you owned $50 average would you cut bait and move on or ride out long term?

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Read Answer Asked by Chris on November 17, 2021

• Itron Inc. (ITRI)
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• NV5 Global Inc. (NVEE)
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Q: ITRI is trying my patience. Would you recommend a switch to NVEE? Ideally, would holding both also make sense? Thanks.

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Read Answer Asked by Alex on November 17, 2021

• Anaergia Inc. (ANRG)
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Q: can I have your analysis on earnings - sell off a buying opp?

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Read Answer Asked by Scott on November 17, 2021

• goeasy Ltd. (GSY)
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• Affirm Holdings Inc. (AFRM)
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Q: Would it be correct to say GSY has marked to mkt. profit on AFRM up to Sep. 30? If so, then would they still have about $37. CDN on the balance of 368,000 if AFRM closed the year about $150.US for a total about $13,500,000. CDN?
Thanks

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Read Answer Asked by Joseph on November 17, 2021

• Teladoc Health Inc. (TDOC)
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Q: What is your outlook on TDOC? Is there another stock in the Healthcare space that you would prefer or stay with TDOC for the long term?

Thanks for your service?

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Read Answer Asked by Ozzie on November 17, 2021

• Stella-Jones Inc. (SJ)
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Q: What do you see as likely impacts (quantum) to SJ of the US' emphasis on electricity distribution and railway infrastructure improvements.

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Read Answer Asked by Lotar on November 17, 2021

• Leon's Furniture Limited (LNF)
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Q: I want to add LNF to my portfolio, With the shipping bottlenecks potentially causing increased delivery cost and time, do you think now is a good time to start a position?

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Read Answer Asked by Grant on November 17, 2021

Q: Hi, I saw an article about Brookefield almost defaulting on one of their properties in Chicago..I dont see why they would let that happen? They are flushed with funds and have a very good credit rating. Do you know anymore about this story? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on November 17, 2021

Q: Do you have any recommendation's on an independent financial planner that specifically specializes with early retirement?

Thanks,

Joe

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Read Answer Asked by Joe on November 17, 2021

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• AbbVie Inc. (ABBV)
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• Bank of America Corporation (BAC)
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• The Walt Disney Company (DIS)
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• Xylem Inc. New (XYL)
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• Block Inc. Class A (SQ)
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• NV5 Global Inc. (NVEE)
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• DexCom Inc. (DXCM)
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• T-Mobile US Inc. (TMUS)
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• CrowdStrike Holdings Inc. (CRWD)
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• Jacobs Solutions Inc. (J)
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• Matterport Inc. (MTTR)
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Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter

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Read Answer Asked by Linda on November 17, 2021

• Parkland Corporation (PKI)
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Q: Thoughts please on the announcement from Parkland?

Thx

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Read Answer Asked by blake on November 17, 2021

• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
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Q: Hi, for an rrsp acct. who do like for 4years+ . I think maybe MFC and SLF would be similar, but not sure about BAMR? Would it be the better choice for growth? Dividend is always nice but not necessary.
Thanks

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Read Answer Asked by Brad on November 17, 2021

• WELL Health Technologies Corp. (WELL)
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Q: I am wondering if the recent $65M debenture deal is significant.
Is well looking at another significant acquisition or is it simply to meet the request of a major investor ?

Thank You

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Read Answer Asked by Clarence on November 17, 2021

• Bausch Health Companies Inc. (BHC)
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• PENN Entertainment Inc. (PENN)
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• Schrodinger Inc. (SDGR)
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• AbCellera Biologics Inc. (ABCL)
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• Bumble Inc. (BMBL)
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Q: Hello team,

I have to crystalize some losses to offset gains. I have a substantial position in ABCL (-56%) and BHC (-78%) and can sell either completely and be done with offsetting the gains. Do you suggest I do that or should I get rid of SDGR (-23%), BMBL (-38%) and PENN (-23%) as well ,if ABCL is worth holding onto, at least partially?

I know other than BHC, they all do have a good bounce potential after the tax-loss season is over. However, I also know that something like BMBL or even ABCL may be broken stories and may take a very long time to recover.

I appreciate it if you can share in which order you would sell and why (if you could kindly include the main reason for each).

Best!

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Read Answer Asked by Saeed on November 17, 2021

Q: My question is about convertible debenture. What are they? What is the difference between a good one or a bad one? For instance, exchange income corp. Just put one out at 5.25%
Thx

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Read Answer Asked by Todd on November 17, 2021

• Miscellaneous (MISC)
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Q: For example, I have 200 TD shares at a cost of $50 EA in my cash account with Questrade. I have built this up over the last few years. I have NOT done anything at Tax Time, re: Div Tax Credit, Gross Up, etc. Should I be doing something? Each year I simply filed my Tax return based on what Questrade sent to me & the CRA.

Thank you!

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Read Answer Asked by Austin on November 17, 2021