Investment Q&A - 5i Research

NIO Inc. American depositary shares each representing one Class A (NIO $4.84)
- $4.84 Cap: $10.87B
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Dye & Durham Limited (DND $5.09)
- $5.09 Cap: $341M
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Q: Which of these companies have the best chance for growth

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Read Answer Asked by Mike on April 27, 2021

Water Ways Technologies Inc. (WWT $0.03)
- View WWT Profile
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Q: Hello,

What's your view on this company [ Water Ways Technologies Inc. (WWT:CA) ]?

Thank you

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Read Answer Asked by Timour on April 27, 2021

Excellon Resources Inc. (EXN $0.56)
- $0.56 Cap: $187M
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Q: On sept 1 2020. you stated that Eric Sprott had 14% of exn shares and now 52%.Did
I miss something?

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Read Answer Asked by Gaston on April 27, 2021

Loblaw Companies Limited (L $62.47)
- $62.47 P/E (TTM): 12.07X Cap: $73.41B
- View L Profile
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Premium Brands Holdings Corporation (PBH $100.83)
- $100.83 P/E (TTM): 69.01X Cap: $4.50B
- View PBH Profile
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- View Reports on PBH

Q: Hi Team
What would be your favourite consumer staple stock today, and why please? Thank you.

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Read Answer Asked by Molly on April 27, 2021

Q: What are your top 3 choices for long-term holds in the infrastructure space in Canada?

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Read Answer Asked by JAMES on April 27, 2021

Brookfield Renewable Partners L.P. (BEP.UN $41.55)
- $41.55 Cap: $28.25B
- View BEP.UN Profile
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- View Reports on BEP.UN
Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $38.94)
- $38.94 P/E (TTM): 106.92X Cap: $17.95B
- View BIP Profile
- View Questions on BIP

Q: What is your perspective on BEP.UN and BIP.UN as long-term holds? Is it better to hold BAM?

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Read Answer Asked by JAMES on April 27, 2021

iShares S&P/TSX Global Gold Index ETF (XGD $63.36)
- $63.36 P/E (TTM): 24.93X Cap: $4.63B
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- View Questions on XGD
BMO Aggregate Bond Index ETF (ZAG $13.90)
- $13.90 Cap: $12.26B
- View ZAG Profile
- View Questions on ZAG
BMO MSCI Emerging Markets Index ETF (ZEM $29.05)
- $29.05 P/E (TTM): 0.34X Cap: $2.82B
- View ZEM Profile
- View Questions on ZEM
BMO S&P 500 Index ETF (ZSP $102.71)
- $102.71 P/E (TTM): 25.46X Cap: $21.37B
- View ZSP Profile
- View Questions on ZSP
iShares Core MSCI EAFE IMI Index ETF (XEF $48.74)
- $48.74 P/E (TTM): 23.12X Cap: $19.07B
- View XEF Profile
- View Questions on XEF
iShares S&P/TSX 60 Index ETF (XIU $49.42)
- $49.42 P/E (TTM): 18.08X Cap: $21.46B
- View XIU Profile
- View Questions on XIU

Q: I'm helping a friend set up a "couch potato portfolio". I noticed a while back that you commented on such a portfolio. I am suggesting the following to my friend. What do you think? Is there any of the ETFs that you would swap out? And why?

XIU S&P/TSX60 total return for Canada 25%
ZSP BMO S&P 500 Index ETF for USA 25%
XEF ishares Core MSCI EAFE for Europe/Japan 25%
ZEM BMO MSCI Emerging Markets Index ETF for emerging markets 5%
XGD iShares S&P/TSX Global Gold for gold exposure 5%
ZAG BMO Aggregate Bond ETF 15%

It appears that both ZSP and XEF offer USD versions. What are the pros and cons?
Thanks

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Read Answer Asked by Steven on April 27, 2021

GreenFirst Forest Products Inc. (GFP $2.60)
- $2.60 Cap: $61M
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Q: GFP acquired a bunch of sawmills recently. Your thoughts on this company would be appreciated.

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Read Answer Asked by Jerry on April 27, 2021

Braxia Scientific Corp Com (SHRM)
- P/E (TTM): -0.7X
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- View Questions on SHRM

Q: Any thoughts?

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Read Answer Asked by Gregory on April 27, 2021

Marvell Technology Inc. (MRVL $78.09)
- $78.09 P/E (TTM): 27.2X Cap: $68.03B
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UP Fintech Holding Limited (TIGR $7.61)
- $7.61 P/E (TTM): 370.5X Cap: $1.39B
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Mitek Systems Inc. (MITK $15.19)
- $15.19 P/E (TTM): 42.43X Cap: $688M
- View MITK Profile
- View Questions on MITK

Q: Hi gang, I have
Tigr
Mrvl
Gevo
Mitk
I have this stocks in my non rrsp account I am not sure why or when I bought them . My question is are they good stocks to hold for above 2 years. Thanks.
Alnoor

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Read Answer Asked by Alnoor on April 27, 2021

Plains All American Pipeline L.P. (PAA $21.83)
- $21.83 P/E (TTM): 17.15X Cap: $14.75B
- View PAA Profile
- View Questions on PAA

Q: Hi gang, looking into buying PAA as dividend paying . How safe would you rate this coming. Is the dividend safe. It’s for my rrsp account. 2year play. Thanks
Alnoor

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Read Answer Asked by Alnoor on April 27, 2021

Amazon.com Inc. (AMZN $216.82)
- $216.82 P/E (TTM): 29.11X Cap: $2.32T
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Alphabet Inc. (GOOG $303.45)
- $303.45 P/E (TTM): 28.08X Cap: $3.67T
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NVIDIA Corporation (NVDA $183.04)
- $183.04 P/E (TTM): 36.74X Cap: $4.44T
- View NVDA Profile
- View Questions on NVDA
Citigroup Inc. (C $111.32)
- $111.32 P/E (TTM): 15.85X Cap: $194.73B
- View C Profile
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The Walt Disney Company (DIS $103.04)
- $103.04 P/E (TTM): 15.21X Cap: $182.53B
- View DIS Profile
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Johnson & Johnson (JNJ $245.30)
- $245.30 P/E (TTM): 22.37X Cap: $591.14B
- View JNJ Profile
- View Questions on JNJ
JPMorgan Chase & Co. (JPM $299.39)
- $299.39 P/E (TTM): 15.01X Cap: $807.46B
- View JPM Profile
- View Questions on JPM
Eli Lilly and Company (LLY $1,003.57)
- $1,003.57 P/E (TTM): 43.91X Cap: $946.72B
- View LLY Profile
- View Questions on LLY
Mastercard Incorporated (MA $522.92)
- $522.92 P/E (TTM): 31.74X Cap: $466.34B
- View MA Profile
- View Questions on MA
Morgan Stanley (MS $167.58)
- $167.58 P/E (TTM): 16.25X Cap: $266.09B
- View MS Profile
- View Questions on MS
Union Pacific Corporation (UNP $266.70)
- $266.70 P/E (TTM): 22.21X Cap: $158.25B
- View UNP Profile
- View Questions on UNP
Visa Inc. (V $320.47)
- $320.47 P/E (TTM): 30.12X Cap: $614.02B
- View V Profile
- View Questions on V
Toronto-Dominion Bank (The) (TD $134.70)
- $134.70 P/E (TTM): 10.7X Cap: $225.12B
- View TD Profile
- View Questions on TD
Bank of Nova Scotia (The) (BNS $101.53)
- $101.53 P/E (TTM): 24.68X Cap: $125.16B
- View BNS Profile
- View Questions on BNS
- View Reports on BNS
Canadian National Railway Company (CNR $151.18)
- $151.18 P/E (TTM): 20.62X Cap: $92.43B
- View CNR Profile
- View Questions on CNR
Bank of Montreal (BMO $199.29)
- $199.29 P/E (TTM): 15.48X Cap: $140.73B
- View BMO Profile
- View Questions on BMO
Air Canada Voting and Variable Voting Shares (AC $18.90)
- $18.90 P/E (TTM): 9.49X Cap: $5.56B
- View AC Profile
- View Questions on AC
Algonquin Power & Utilities Corp. (AQN $9.52)
- $9.52 Cap: $7.31B
- View AQN Profile
- View Questions on AQN
Interfor Corporation (IFP $9.39)
- $9.39 Cap: $617M
- View IFP Profile
- View Questions on IFP
Thomson Reuters Corporation (TRI $142.92)
- $142.92 P/E (TTM): 27.3X Cap: $63.57B
- View TRI Profile
- View Questions on TRI
Block Inc. Class A (SQ)
- P/E (TTM): 59.56X Cap: $53.89B
- View SQ Profile
- View Questions on SQ
Twilio Inc. Class A (TWLO $122.99)
- $122.99 P/E (TTM): 617.55X Cap: $18.63B
- View TWLO Profile
- View Questions on TWLO
State Street SPDR S&P 500 ETF Trust (SPY $685.13)
- $685.13 P/E (TTM): 26.17X Cap: $697.03B
- View SPY Profile
- View Questions on SPY
INVESCO QQQ Trust (QQQ $610.75)
- $610.75 P/E (TTM): 30.22X Cap: $397.14B
- View QQQ Profile
- View Questions on QQQ
Real Matters Inc. (REAL $6.10)
- $6.10 Cap: $452M
- View REAL Profile
- View Questions on REAL
- View Reports on REAL
iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $341.54)
- $341.54 P/E (TTM): 38.05X Cap: $21.02B
- View SOXX Profile
- View Questions on SOXX
Magna International Inc. (MGA $61.97)
- $61.97 P/E (TTM): 21.09X Cap: $17.42B
- View MGA Profile
- View Questions on MGA
Suncor Energy Inc. (SU $57.34)
- $57.34 P/E (TTM): 16.07X Cap: $67.88B
- View SU Profile
- View Questions on SU
Royal Dutch Shell PLC American Depositary Shares (Each representing two Class A) (RDS.A $51.04)
- $51.04 P/E (TTM): 11.44X
- View RDS.A Profile
- View Questions on RDS.A
Berkshire Hathaway Inc. (BRK.B $487.48)
- $487.48 P/E (TTM): 0.04X Cap: $1.05T
- View BRK.B Profile
- View Questions on BRK.B
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.77)
- $55.77 Cap: $8.11B
- View BEPC Profile
- View Questions on BEPC
Field Trip Health Ltd. (FTRP)
- P/E (TTM): -10.7X
- View FTRP Profile
- View Questions on FTRP
Airbnb Inc. (ABNB $135.54)
- $135.54 P/E (TTM): 33.01X Cap: $82.50B
- View ABNB Profile
- View Questions on ABNB
Affirm Holdings Inc. (AFRM $50.72)
- $50.72 P/E (TTM): 57.63X Cap: $16.89B
- View AFRM Profile
- View Questions on AFRM
Coinbase Global Inc (COIN $208.93)
- $208.93 P/E (TTM): 40.98X Cap: $55.17B
- View COIN Profile
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Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

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Read Answer Asked by grace on April 27, 2021

NVIDIA Corporation (NVDA $183.04)
- $183.04 P/E (TTM): 36.74X Cap: $4.44T
- View NVDA Profile
- View Questions on NVDA
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $357.44)
- $357.44 P/E (TTM): 49.59X Cap: $1.85T
- View TSM Profile
- View Questions on TSM

Q: I am either going to buy into NVDA or TSM. Which might be the better option for two year growth. Or might it be prudent to buy both in equal measure. It appears the chip manufacturing will heat up with global shortages. Thnks

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Read Answer Asked by Dennis on April 26, 2021

Q: Hi all. You mentioned COPX for copper in one of your answers about copper as well as ERO and LUN. I cannot find COPX?
Thank you

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Read Answer Asked by El-ann on April 26, 2021

Mission Ready Solutions Inc. (MRS)
- Cap: $7M
- View MRS Profile
- View Questions on MRS

Q: My question is on MRS which was just included in your portfolio.
When and more importantly, how often does MRS report quarterly earnings?
I am looking at a few sites and I do not see them reporting every quarter!
Am I right and why is this?

Thanks

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Read Answer Asked by Herm on April 26, 2021

UiPath Inc. Class A (PATH $11.07)
- $11.07 P/E (TTM): 26.29X Cap: $5.91B
- View PATH Profile
- View Questions on PATH

Q: Hi,
Any insights for this one?
TIA

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Read Answer Asked by sorin on April 26, 2021

Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.75)
- $176.75 P/E (TTM): 132.0X Cap: $230.50B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: Hi Team,
Could you comment on SHOP? it hasn't gone anywhere since last July.... Is this about market sentiment? no more momentum? Should I get out???
Thanks!

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Read Answer Asked by Issaku on April 26, 2021

Brookfield Renewable Partners L.P. (BEP.UN $41.55)
- $41.55 Cap: $28.25B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
BMO Equal Weight US Banks Index ETF (ZBK $42.25)
- $42.25 P/E (TTM): 12.07X Cap: $676M
- View ZBK Profile
- View Questions on ZBK
BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $70.17)
- $70.17 P/E (TTM): 21.63X Cap: $180M
- View ZUH Profile
- View Questions on ZUH
Invesco S&P 500 Equal Weight ETF (RSP $202.89)
- $202.89 P/E (TTM): 19.95X Cap: $89.80B
- View RSP Profile
- View Questions on RSP
Invesco S&P 500 Equal Weight Index ETF (EQL $42.02)
- $42.02 P/E (TTM): 19.95X Cap: $1.61B
- View EQL Profile
- View Questions on EQL
BMO Equal Weight US Health Care Index ETF (ZHU $44.60)
- $44.60 P/E (TTM): 21.63X Cap: $9M
- View ZHU Profile
- View Questions on ZHU
First Trust Nasdaq-100 Select Equal Weight ETF (QQEW $134.87)
- $134.87 P/E (TTM): 32.87X Cap: $1.73B
- View QQEW Profile
- View Questions on QQEW

Q: Can you suggest an US Equal Weight trading on TSX or on US Exchange? BEP.UN or BEPC for non-registered account? Thank you

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Read Answer Asked by Shiraz on April 26, 2021

Genworth Financial Inc (GNW $8.56)
- $8.56 P/E (TTM): 6.12X Cap: $3.37B
- View GNW Profile
- View Questions on GNW

Q: Hi 5i
Any thoughts on Genworth Financial?
Thx
Gerry

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Read Answer Asked by Gerry on April 26, 2021

Unilever PLC American Depositary Shares (each representing One) (UL $69.07)
- $69.07 P/E (TTM): 25.72X Cap: $152.48B
- View UL Profile
- View Questions on UL
Tencent Holdings Ltd. ADR (TCEHY $65.13)
- $65.13 P/E (TTM): 29.41X Cap: $607.07B
- View TCEHY Profile
- View Questions on TCEHY
Nestle SA (NESN)
- View NESN Profile
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BYD Co - Class H (BYDDF $12.31)
- $12.31 Cap: $66.83B
- View BYDDF Profile
- View Questions on BYDDF
iShares Global Consumer Discretionary ETF (RXI $199.41)
- $199.41 P/E (TTM): 33.49X Cap: $269M
- View RXI Profile
- View Questions on RXI
iShares Global Consumer Staples ETF (KXI $70.97)
- $70.97 P/E (TTM): 27.43X Cap: $1.01B
- View KXI Profile
- View Questions on KXI

Q: Hi 5I,
You have recommended that I up my international , consumer defensive , & consumer cyclical exposure. With a 5 year time frame what would be some of your suggestions?
Earl

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Read Answer Asked by earl on April 26, 2021