Investment Q&A

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
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• Digital Turbine Inc. (APPS $6.02)
  • $6.02 Cap: $676M
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• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.51B
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• Magnite Inc. (MGNI $17.31)
  • $17.31 P/E (TTM): 64.16X Cap: $2.65B
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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 $358.88)
  • $358.88 P/E (TTM): 25.35X Cap: $246.76B
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• Mastercard Incorporated (MA $553.68)
  • $553.68 P/E (TTM): 38.16X Cap: $501.34B
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• Visa Inc. (V $345.03)
  • $345.03 P/E (TTM): 33.88X Cap: $662.06B
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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 $4.42)
  • $4.42 Cap: $272M
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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 Cap: $1.18B
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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 $7.27)
  • $7.27 P/E (TTM): 11.98X Cap: $872M
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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 $53.67)
  • $53.67 P/E (TTM): 37.3X Cap: $88.20B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.16)
  • $30.16 Cap: $19.92B
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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 $11.68)
  • $11.68 P/E (TTM): 21.12X Cap: $34M
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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 $19.01)
  • $19.01 P/E (TTM): 20.38X Cap: $47M
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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 $18.37)
  • $18.37 P/E (TTM): 17.93X Cap: $179M
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• Global X Active Global Dividend ETF (HAZ $41.48)
  • $41.48 P/E (TTM): 0.52X Cap: $535M
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• iShares Canadian Financial Monthly Income ETF (FIE $9.38)
  • $9.38 P/E (TTM): 9.57X Cap: $1.20B
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• iShares Diversified Monthly Income ETF (XTR $11.64)
  • $11.64 P/E (TTM): 19.12X Cap: $359M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.86)
  • $23.86 P/E (TTM): 15.18X Cap: $164M
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• Dynamic Active Global Dividend ETF (DXG $78.18)
  • $78.18 P/E (TTM): 35.73X Cap: $861M
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• Purpose Multi-Asset Income Fund (PINC $19.94)
  • $19.94 P/E (TTM): 19.36X Cap: $60M
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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 $26.73)
  • $26.73 P/E (TTM): 17.63X Cap: $788M
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• BMO Equal Weight Industrials Index ETF (ZIN $49.13)
  • $49.13 P/E (TTM): 15.56X Cap: $43M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $57.97)
  • $57.97 P/E (TTM): 13.61X Cap: $326M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $86.73)
  • $86.73 P/E (TTM): 42.06X Cap: $790M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $35.72)
  • $35.72 P/E (TTM): 2.19X Cap: $333M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.49)
  • $15.49 P/E (TTM): 16.98X Cap: $1.09B
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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

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.83)
  • $51.83 P/E (TTM): 4.95X Cap: $3.48B
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• BMO Aggregate Bond Index ETF (ZAG $13.99)
  • $13.99 Cap: $11.73B
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• CI Morningstar Canada Momentum Index ETF (WXM $40.52)
  • $40.52 P/E (TTM): 13.58X Cap: $819M
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• Vanguard Balanced ETF Portfolio (VBAL $36.97)
  • $36.97 P/E (TTM): 1.06X Cap: $4.16B
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• Vanguard Growth ETF Portfolio (VGRO $42.84)
  • $42.84 P/E (TTM): 1.08X Cap: $8.19B
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• AGFIQ Global ESG Factor ETF (QEF)
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Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

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Read Answer Asked by D on February 05, 2021

Q: At time of writing this question, AT is up 17 percent. Can't find any news. Can you shed some light on the rise today.

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Read Answer Asked by Bruce on February 05, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.44)
  • $8.44 P/E (TTM): 11.2X Cap: $53M
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Q: TD Webbroker indicates that the etf HMMJ pays a 4.2% dividend. Where does the money come from to do this since their top 10 holdings, comprising 88% of their portfolio, pay next to nothing in dividends?

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Read Answer Asked by Myles on February 05, 2021

• Canaccord Genuity Group Inc. 6.25% Convertible Unsecured Senior Subordinated Debentures (CF.DB.A $124.86)
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Q: I was reading that CF may be redeeming these convertible debentures starting April 1, 2021. Is that true? Could you provide the details please? What would you recommend that I do as I own this convertible debenture? Thank you.

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Read Answer Asked by Robert on February 05, 2021