Investment Q&A

• Freeport-McMoRan Inc. (FCX $38.87)
  • $38.87 P/E (TTM): 29.39X Cap: $55.80B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Mosaic Company (The) (MOS $34.76)
  • $34.76 P/E (TTM): 11.46X Cap: $11.03B
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• Reliance Inc. (RS $285.60)
  • $285.60 P/E (TTM): 20.49X Cap: $15.02B
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• Trane Technologies plc (TT $423.53)
  • $423.53 P/E (TTM): 33.76X Cap: $94.24B
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Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks

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Read Answer Asked by Paul on June 10, 2021

• PICTON Long Short Income Alternative Fund (PFIA $10.23)
  • $10.23 P/E (TTM): 12.87X Cap: $507M
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Q: hello 5i:
PFIA has a listed yield of 6.328% (TNX Money). The last distribution was .015. Using this figure, and an ETF price of 10.64, I come to a 1.69% yield. Can you advise where I'm erring?
thanks
Paul L

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Read Answer Asked by Paul on June 10, 2021

Q: Any information that you can provide for this upcoming ipo would be appreciated

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Read Answer Asked by Todd on June 10, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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Q: Hi,
I have a small position in EGLX was looking for an entry to add to my existing position. Would you consider today’s drawdown a decent time to add to that position?
Thanks.

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Read Answer Asked by ilie on June 10, 2021

• Bank of Montreal (BMO $181.86)
  • $181.86 P/E (TTM): 15.11X Cap: $130.26B
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Q: Hi 5i
Currently holding BMO for last 3yrs and see that its share price appears to have increased about the same as CM but appears to have increased quite a bit compared to the others, in last 6 months, TD, BNS and RY.
Why do you think this is happening and Is this something that would be cause for concern? Would you continue to hold or lighten up? My Position size 4%
Even though its a bank, I begin to get uneasy when share prices seems to be out of step with peers.


Thx
jim

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Read Answer Asked by jim on June 10, 2021

Q: This sounds like a great idea, over the years other fund companies have had income for life ideas, Some with guarantees, one off market corrections can cause havoc. The Dynamic one went into protection mode then you were only guaranteed to get your own money back.
This one the fund company does not take on any risk, the investor does. there is more then one risk to look at.
Here is a link to a good article.
https://www.moneysense.ca/save/investing/is-the-longevity-pension-fund-a-cure-for-retirement-income-worries

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Read Answer Asked by fwb181 on June 10, 2021

• Precision Drilling Corporation (PD $79.54)
  • $79.54 P/E (TTM): 11.95X Cap: $1.05B
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Q: Can you give me your opinion on Precision Drilling. It's been a quire a ride - would you suggest buying at these prices today?

Thanks

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Read Answer Asked by JOHN on June 10, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Ultra Clean Holdings Inc. (UCTT $29.10)
  • $29.10 Cap: $1.31B
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Q: Just wondering if you thought UCTT might be a good replacement for PHO when it gets taken over?

TIA

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Read Answer Asked by Gerald on June 10, 2021

• Filo Corp (FIL $32.25)
  • $32.25 Cap: $4.21B
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Q: FIL drilled "the hole of the year" recently and soared big time. A spec admittedly and on the wrong side of the border. I chipped in a little bit on ALDE but was wondering what you make of FIL and the Lundin connection?

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Read Answer Asked by Gerald on June 10, 2021

• Century Communities Inc. (CCS $63.62)
  • $63.62 P/E (TTM): 7.83X Cap: $1.87B
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Q: What's going on with CCS? It's down 17% in the past two days on heavy volume and there are no news.

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Read Answer Asked by Michael on June 10, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ $82.40)
  • $82.40 P/E (TTM): 40.96X Cap: $9.45B
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Q: Hi Team,
I have noticed ATZ has been recommended quite a bit recently by 5i as a favorite. I didn't see a report on it yet when I looked, so I was wondering if you could elaborate a bit as to why this stock looks good right now (business prospects, growth, re-opening play?, valuation, etc), and if it would be one of your top picks in the canadian market to buy right now? Or if there is another compnay you prefer better in the consumer discretionary space within canada? Thanks
Shane

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Read Answer Asked by Shane on June 10, 2021

Q: What do you make of this New Som Sef/Purpose Fund guaranteeing a 6.15% Yield for life?
Thanks!

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Read Answer Asked by Austin on June 10, 2021

• Advantage Energy Ltd. (AAV $11.53)
  • $11.53 Cap: $1.92B
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Q: What is you opinion on this stock for the long term. It is up 50 per cent in the last couple of months. Would you consider it a buy at these levels due to it carbon recapture technology or should profits be taken now. Thanks for your expert advice.

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Read Answer Asked by Ian on June 10, 2021

• Celsius Holdings Inc. (CELH $58.90)
  • $58.90 P/E (TTM): 174.24X Cap: $15.19B
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Q: Any reason for the sharp price drop recently ? Thanks a million .

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Read Answer Asked by Lai Kuen on June 10, 2021

• Tourmaline Oil Corp. (TOU $60.28)
  • $60.28 P/E (TTM): 15.32X Cap: $22.58B
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Q: I am up 104% on TOU and the stock now represents 28% of my portfolio. I know it is time to trim, but would like your opinion on how much to sell and where I might reallocate the money for growth (non-sector specific).

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Read Answer Asked by Donald on June 10, 2021

• VanEck Morningstar Wide Moat ETF (MOAT $100.59)
  • $100.59 P/E (TTM): 23.18X Cap: $12.89B
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Q: Your response regarding the Van Eck Vectors MOAT ETF caught my attention. I went to the Van Eck website and found it to be sparse, I could not any further information on their ETFs. Can you provide insight into the company and their various ETFs?
Thank you.

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Read Answer Asked by Dennis on June 10, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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Q: Can you comment on EGLX marketed public offering. Why would they choose this method of raising cash and at what price do you think they will sell the shares at? How is their financial position? Are they burning a lot of cash? Thanks

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Read Answer Asked by Roy on June 10, 2021

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.57)
  • $46.57 P/E (TTM): 16.97X Cap: $653M
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• iShares S&P U.S. Small-Cap Index ETF (XSMC $33.49)
  • $33.49 P/E (TTM): 17.41X Cap: $73M
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Q: What are your thoughts about XSMC as an alternative to XSU in a non-registered account?

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Read Answer Asked by Timothy on June 10, 2021

• Purpose Ether ETF (ETHH $17.30)
  • $17.30 Cap: $230M
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Q: What do you think is the best way to invest in Ethereum and why, and is there a particular relatively safe fund you could recommend?

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Read Answer Asked by John on June 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.00)
  • $8.00 Cap: $6.14B
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• Northland Power Inc. (NPI $24.36)
  • $24.36 Cap: $6.37B
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• Boralex Inc. Class A Shares (BLX $27.34)
  • $27.34 Cap: $2.80B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.87)
  • $49.87 Cap: $18.62B
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Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks

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Read Answer Asked by Daryl on June 10, 2021