Investment Q&A

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,476.09)
  • $5,476.09 P/E (TTM): 33.58X Cap: $177.47B
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• QUALCOMM Incorporated (QCOM $147.51)
  • $147.51 P/E (TTM): 14.32X Cap: $159.16B
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• Atlassian Corporation (TEAM $185.69)
  • $185.69 Cap: $48.74B
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• Crocs Inc. (CROX $100.36)
  • $100.36 P/E (TTM): 5.95X Cap: $5.44B
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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• Digital Turbine Inc. (APPS $5.69)
  • $5.69 Cap: $608M
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• Unity Software Inc. (U $34.01)
  • $34.01 Cap: $14.13B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.

Upvote 0

Read Answer Asked by Alexandra on May 18, 2022

• Bank of America Corporation (BAC $45.85)
  • $45.85 P/E (TTM): 13.63X Cap: $339.60B
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• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $817.77B
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• Morgan Stanley (MS $141.36)
  • $141.36 P/E (TTM): 16.31X Cap: $226.78B
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• Wells Fargo & Company (WFC $77.58)
  • $77.58 P/E (TTM): 13.99X Cap: $252.45B
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Q: Hello Folks:

How would you compare Bank of America; Morgan Stanley; Wells Fargo and JP Morgan's quality, as investments?

Thanks very much
brian

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Read Answer Asked by Brian on May 18, 2022

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Anaergia Inc. (ANRG $1.35)
  • $1.35 Cap: $229M
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Q: Team, I'm down almost 90% on Xebec and almost 60% on Anaergia. Do you think these are going to zero? Should I take what's left and move on?
Thanks.

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Read Answer Asked by James on May 18, 2022

• Nexus Industrial REIT (NXR.UN $7.60)
  • $7.60 Cap: $716M
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Q: Any thoughts on NXR.UN. Very weak today after their recently quarterly results.

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Read Answer Asked by Albert on May 18, 2022

• iShares TIPS Bond ETF (TIP $110.49)
  • $110.49 Cap: $13.65B
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• iShares 20+ Year Treasury Bond ETF (TLT $88.06)
  • $88.06 Cap: $48.53B
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Q: Hi Team,

I understand that TLT should decline as bond yields rise. On the other hand, why does TIP continue to decline? I was under the impression that TIP is indexed to CPI, shouldn't TIP be rising at this time?

Upvote 0

Read Answer Asked by David on May 18, 2022

• Revival Gold Inc. (RVG $0.50)
  • $0.50 Cap: $104M
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Q: Thoughts on Revival Gold for a small cap speculative position?

Upvote 0

Read Answer Asked by Robert on May 18, 2022

Q: I am having trouble finding the maturity dates on tse listed bonds,is there a way to go that you know,Thanks Phil

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Read Answer Asked by philip on May 18, 2022

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Topaz Energy Corp. (TPZ $25.23)
  • $25.23 P/E (TTM): 61.54X Cap: $3.87B
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Q: Given the current environment and momentum do you see Topaz as a buy at this point a how would you compare it to Enbridge for income?

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Read Answer Asked by Martin on May 18, 2022

• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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Q: Hello 5i, Could you comment on CNQ as to the possibility of a share split and if they have split there shares previously. Thanks

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Read Answer Asked by Michael on May 18, 2022

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: Hi 5iTeam - Could you provide an update on fundamentals including the latest quarter on H2O Innovations. Also insider holdings and recent trading. Thanks.

Upvote 0

Read Answer Asked by Rob on May 18, 2022

• Greenlane Renewables Inc. (GRN $0.10)
  • $0.10 Cap: $14M
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Q: Hi 5i Team - Which do you think is the better company at this time based on fundamentals, valuation of shares, growth prospects and beta: Xebec or Greenlane Renewables. Thanks.

Upvote 0

Read Answer Asked by Rob on May 18, 2022

• LifeWorks Inc. (LWRK $32.27)
  • $32.27 P/E (TTM): 85.12X Cap: $2.24B
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Q: Ever since this Co changed it's name all it has done is the share price to drop. Was there a corporate restructure that I missed? I have owned and collected the dividend for about 20 years.

Upvote 0

Read Answer Asked by Del on May 18, 2022

• Exxon Mobil Corporation (XOM $107.37)
  • $107.37 P/E (TTM): 14.54X Cap: $462.72B
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• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 13.62X Cap: $37.23B
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Q: Hello:

Appreciate your steady guidance through latest "interesting" markets.

What are the realistic possible paths for oil pricing and related companies? i.e. +6mo, +1 year, +2-3 years?

The Russia factor is a huge variable and I cannot see global sympathy restoring demand for Russian oil but money talks ... when I see US pump prices something will have to move longer term or there will be a lot of frustration and pain.

I own smaller positions in a few O&G companies at historic highs so I am tempted to take a little profit after not taking some for lots of growth stocks when they had tailwinds.

Thanks.

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Read Answer Asked by Marilou on May 18, 2022

• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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Q: Kinaxis or Descartes for growth in 5 years?

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Read Answer Asked by Gregory on May 18, 2022

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: What is their cash position? Is it likely they will need to raise cash any time soon? Thanks.

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Read Answer Asked by Gerald on May 18, 2022

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• First Horizon Corporation (FHN $21.67)
  • $21.67 P/E (TTM): 14.78X Cap: $10.99B
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Q: There has been little said regarding the proposed TD acquisition of FHN. Could you offer some more insight on whether this makes TD a buy, the potential add to EPS, how they plan to pay for it, how the buy-out premium works and most importantly, what are the odds that it will close? Other 5i comments would be welcome.

Upvote 0

Read Answer Asked by TG on May 18, 2022

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hi,
I own TV shares and am down 90%. It would only make sense to sell if you think company will not survive. I would appreciate if you can provide some insight into its BS. Will they be able to service their debt and outlook for 2-3 years.
Thanks

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Read Answer Asked by Harpinder on May 18, 2022

Q: I'm wondering if you might have an opinion regarding "seasonality" with respect to the various sports betting companies, especially regarding the opening and closing periods for the various sports leagues. Thank you.

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Read Answer Asked by Howard on May 18, 2022

• Gladstone Land Corporation (LAND $9.13)
  • $9.13 Cap: $329M
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Q: Hi Peter, why is LAND is taking a hit while agriculture remains hot ?
Where would you step in ? Thank you,

Upvote 0

Read Answer Asked by Paul on May 18, 2022

• AbbVie Inc. (ABBV $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
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• Pfizer Inc. (PFE $23.53)
  • $23.53 P/E (TTM): 17.02X Cap: $133.77B
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• Verizon Communications Inc. (VZ $42.95)
  • $42.95 P/E (TTM): 10.21X Cap: $181.09B
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• Williams Companies Inc. (The) (WMB $60.26)
  • $60.26 P/E (TTM): 32.4X Cap: $73.57B
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• Exxon Mobil Corporation (XOM $107.37)
  • $107.37 P/E (TTM): 14.54X Cap: $462.72B
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Q: Looking for dividends (monthly would be superb). Any US stock with a 4-5% dividend that you would recommend for long term hold (5 years)? Appreciate all your great suggestions!

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Read Answer Asked by Dr Lorraine on May 18, 2022