Investment Q&A

• Sangoma Technologies Corporation (STC $6.00)
  • $6.00 Cap: $202M
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• Descartes Systems Group Inc. (The) (DSG $90.84)
  • $90.84 P/E (TTM): 39.04X Cap: $7.70B
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• Kinaxis Inc. (KXS $123.75)
  • $123.75 P/E (TTM): 75.34X Cap: $3.47B
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• Topicus.com Inc. (TOI $86.00)
  • $86.00 P/E (TTM): 720.22X Cap: $7.18B
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Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?

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Read Answer Asked by Mintu on February 08, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: PHO has moved nicely the last couple months. Would you say it was under, over or fair value here? Would you buy, sell or hold at these levels?

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Read Answer Asked by Tony on February 08, 2021

• North West Company Inc. (The) (NWC $55.57)
  • $55.57 P/E (TTM): 18.68X Cap: $2.60B
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Q: No news I see today. Any reason you can see for the healthy movement in this one?


Sheldon

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Read Answer Asked by Sheldon on February 08, 2021

Q: Hi Peter,

Thanks for the good work you do.
One suggestion, could you have a section where you post 10 stocks for say
1. Top Stock Picks
2. Safe stock picks
3. High growth Picks
.....etc

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Read Answer Asked by HARRY on February 08, 2021

• Nuance Communications Inc. (NUAN)
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• CrowdStrike Holdings Inc. (CRWD $407.83)
  • $407.83 Cap: $108.31B
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• Digital Turbine Inc. (APPS $3.94)
  • $3.94 Cap: $502M
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• Celsius Holdings Inc. (CELH $43.15)
  • $43.15 P/E (TTM): 406.18X Cap: $11.51B
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• Magnite Inc. (MGNI $11.47)
  • $11.47 P/E (TTM): 29.25X Cap: $1.68B
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Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

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Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $345.23)
  • $345.23 P/E (TTM): 21.68X Cap: $231.73B
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• Mastercard Incorporated (MA $523.22)
  • $523.22 P/E (TTM): 31.38X Cap: $462.27B
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• Visa Inc. (V $319.67)
  • $319.67 P/E (TTM): 29.49X Cap: $601.78B
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Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

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Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $3.23)
  • $3.23 Cap: $185M
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Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

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Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
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Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

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Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
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Q: What I should know about Sleep Country,what's with price action today ? Thanks

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Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $7.65)
  • $7.65 P/E (TTM): 10.96X Cap: $922M
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Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

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Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
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Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

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Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

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Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
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• Brookfield Asset Management Inc Class A Limited (BAM $52.16)
  • $52.16 P/E (TTM): 33.43X Cap: $84.68B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $32.53)
  • $32.53 Cap: $20.88B
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Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

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Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
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• Brompton European Dividend Growth ETF (EDGF $12.06)
  • $12.06 P/E (TTM): 14.38X Cap: $36M
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Q: Could I have your view on the following companies.

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Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

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Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

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Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

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Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $18.24)
  • $18.24 P/E (TTM): 23.34X Cap: $50M
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Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

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Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $19.21)
  • $19.21 P/E (TTM): 16.68X Cap: $214M
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• Global X Active Global Dividend ETF (HAZ $42.30)
  • $42.30 P/E (TTM): 0.52X Cap: $538M
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• iShares Canadian Financial Monthly Income ETF (FIE $9.94)
  • $9.94 P/E (TTM): 12.28X Cap: $1.27B
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• iShares Diversified Monthly Income ETF (XTR $12.04)
  • $12.04 P/E (TTM): 17.93X Cap: $371M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $26.96)
  • $26.96 P/E (TTM): 15.44X Cap: $192M
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• Dynamic Active Global Dividend ETF (DXG $78.90)
  • $78.90 P/E (TTM): 5.96X Cap: $828M
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• Purpose Multi-Asset Income Fund (PINC $20.81)
  • $20.81 P/E (TTM): 10.96X Cap: $61M
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Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

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Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $27.44)
  • $27.44 P/E (TTM): 17.83X Cap: $854M
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• BMO Equal Weight Industrials Index ETF (ZIN $53.41)
  • $53.41 P/E (TTM): 18.53X Cap: $46M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $68.25)
  • $68.25 P/E (TTM): 14.12X Cap: $385M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $61.09)
  • $61.09 P/E (TTM): 57.34X Cap: $630M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $47.91)
  • $47.91 P/E (TTM): 7.76X Cap: $670M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.21)
  • $16.21 P/E (TTM): 12.81X Cap: $1.10B
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021