Investment Q&A

Q: I'm interested in learning about technical analysis. What resources would you recommend?

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Read Answer Asked by Brenda on July 07, 2020

• Artemis Gold Inc. (ARTG $28.05)
  • $28.05 Cap: $6.46B
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Q: Could you please update status on Artg? It’s gone up a lot since last year. What do you think about Artg now.? Is it a buy more , sell or hold?
Many thanks

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Read Answer Asked by Hue on July 07, 2020

• iShares Canadian Real Return Bond Index ETF (XRB $22.70)
  • $22.70 Cap: $254M
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Q: Do you see any need to include real return bonds as part of a fixed income portion of a portfolio? If so what percentage of ones fixed income portion makes sense?
Are there any unexpected risks to holding real return bonds compared to normal bonds? e.g. compared to zag/xbb/vab.

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Read Answer Asked by Mike on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG $26.53)
  • $26.53 P/E (TTM): 22.55X Cap: $9.74B
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Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

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Read Answer Asked by Daniel on July 07, 2020

• Constellation Software Inc. (CSU $4,438.01)
  • $4,438.01 P/E (TTM): 108.15X Cap: $94.04B
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• Northland Power Inc. (NPI $22.11)
  • $22.11 Cap: $5.78B
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• Premium Brands Holdings Corporation (PBH $95.58)
  • $95.58 P/E (TTM): 45.83X Cap: $4.26B
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Q: Hi Peter and team,

Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?

Thank you very much,

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Read Answer Asked by Stefan on July 07, 2020

• Vanguard Global Liquidity Factor ETF Units (VLQ $32.40)
  • $32.40 P/E (TTM): 14.5X
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Q: Received Notice Of Termination from Vanguard. Should I sell now ( if possible) or wait until termination date. , Thanks

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Read Answer Asked by David on July 07, 2020

• ATS Corporation (ATS $37.07)
  • $37.07 Cap: $3.62B
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Q: Are you surprised this company is not trading near it’s 52 week high? With so many businesses having to shutdown because of COVID, I thought It would make what ATS has to offer even more attractive.

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Read Answer Asked by Curtis on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $8.97)
  • $8.97 P/E (TTM): 54.01X Cap: $959M
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Q: good for income at this level ????. risks ??????

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Read Answer Asked by JOSEPH on July 07, 2020

• CAE Inc. (CAE $37.36)
  • $37.36 P/E (TTM): 28.82X Cap: $11.98B
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Q: It appears that CAE is a company that still has room for bounce back in the recovery, can you name other favourites that you are surprised haven’t gone up more significantly. Thank Dennis

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Read Answer Asked by Dennis on July 07, 2020

• Aurora Spine Corporation (ASG $0.27)
  • $0.27 Cap: $22M
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Q: Can you please review Liberty All-Star Growth Fund (ASG:US). Net assets of approximately $ 193 million, Expense ratio 1.22%. Would you consider it investible?
Thank you for considering my question.

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Read Answer Asked by Gail on July 07, 2020

• Atlantica Sustainable Infrastructure plc (AY)
  • Cap: $2.55B
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Q: Hi Guys,

Can you please update your opinion of Atlantica Sustainable (AY:US).

Thanks

Dave

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Read Answer Asked by David on July 07, 2020

• iShares S&P/TSX SmallCap Index ETF (XCS $24.89)
  • $24.89 P/E (TTM): 26.42X Cap: $149M
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Q: Good Morning All,
I'm trying to find a largish cap Canadian equity fund or ETF that does not contain any Banks. can you recommend one or more?
Thanks,
Dennis

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Read Answer Asked by Dennis on July 07, 2020

• Miscellaneous (MISC)
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Q: I am trying to access an article that 5i wrote I think in late March or early April about the 10 or 20 stocks to buy in the midst of the pandemic? Thanks for all your excellent advice?

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Read Answer Asked by Bryan on July 07, 2020

• Desert Star Resources (DSR)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.83)
  • $131.83 P/E (TTM): 17.35X Cap: $29.58B
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• Descartes Systems Group Inc. (The) (DSG $137.82)
  • $137.82 P/E (TTM): 59.52X Cap: $11.82B
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• Open Text Corporation (OTEX $44.39)
  • $44.39 P/E (TTM): 13.17X Cap: $11.28B
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Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,

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Read Answer Asked by Harry on July 07, 2020

• Sylogist Ltd. (SYZ $8.04)
  • $8.04 Cap: $188M
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Q: Why is sylogist down 5% today. Is it a good company?

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Read Answer Asked by Thomas on July 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.44)
  • $34.44 Cap: $22.65B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.71)
  • $41.71 P/E (TTM): 1011.3X Cap: $19.23B
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Q: Have you compared BIP.UN and BEP.UN before?
I hold BIP.UN and see that you recommend BEP.UN in your income model portfolio.
Thanks, Gary

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Read Answer Asked by Gary on July 07, 2020

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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• Baylin Technologies Inc. (BYL $0.36)
  • $0.36 Cap: $54M
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Q: Could you recommend a Canadian stock that would take advantage of growth in 5G inforstructure.

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Read Answer Asked by Stan on July 07, 2020

• Akamai Technologies Inc. (AKAM $76.32)
  • $76.32 P/E (TTM): 25.52X Cap: $10.96B
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• Twilio Inc. Class A (TWLO $100.97)
  • $100.97 Cap: $15.49B
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• Fastly Inc. Class A (FSLY $7.23)
  • $7.23 Cap: $1.06B
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Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

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Read Answer Asked by Alex on July 07, 2020

• Constellation Software Inc. (CSU $4,438.01)
  • $4,438.01 P/E (TTM): 108.15X Cap: $94.04B
  • View CSU Profile
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• Kinaxis Inc. (KXS $194.71)
  • $194.71 P/E (TTM): 163.77X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
  • $190.10 P/E (TTM): 77.67X Cap: $247B
  • View SHOP Profile
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• Atlassian Corporation (TEAM $164.59)
  • $164.59 Cap: $43.17B
  • View TEAM Profile
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• Veeva Systems Inc. Class A (VEEV $282.28)
  • $282.28 P/E (TTM): 60.3X Cap: $46.12B
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• Real Matters Inc. (REAL $6.15)
  • $6.15 Cap: $456M
  • View REAL Profile
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• Roku Inc. (ROKU $90.61)
  • $90.61 Cap: $13.34B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• DocuSign Inc. (DOCU $70.74)
  • $70.74 P/E (TTM): 13.44X Cap: $14.29B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hello 5i,
If one wants a high concentration of very strong growth stocks and understands the risks involved with applying this type of investing strategy, can you please name 10 stocks that 5i would be very comfortable in owning for this purpose (a mix of USD and CAD)?

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Read Answer Asked by Michael on July 07, 2020

• Cenovus Energy Inc. (CVE $21.17)
  • $21.17 P/E (TTM): 14.65X Cap: $38.58B
  • View CVE Profile
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• H&R Real Estate Investment Trust (HR.UN $11.97)
  • $11.97 Cap: $3.29B
  • View HR.UN Profile
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Q: Is there any reason at all to hang onto either of these two companies -- HR Reit and Cenovus -- in a well balanced portfolio. These are two of my deadbeats in the Worst Performance category. Any suggestions to improve stability and growth?

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Read Answer Asked by Sylvia on July 07, 2020