Investment Q&A

• Lockheed Martin Corporation (LMT $651.75)
  • $651.75 P/E (TTM): 31.08X Cap: $152.88B
  • View LMT Profile
  • View Questions on LMT
• Verizon Communications Inc. (VZ $51.19)
  • $51.19 P/E (TTM): 12.53X Cap: $215.94B
  • View VZ Profile
  • View Questions on VZ
• Walmart Inc. (WMT $121.86)
  • $121.86 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Air Canada Voting and Variable Voting Shares (AC $18.58)
  • $18.58 P/E (TTM): 9.49X Cap: $5.56B
  • View AC Profile
  • View Questions on AC
• Kinaxis Inc. (KXS $137.62)
  • $137.62 P/E (TTM): 81.3X Cap: $3.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Magna International Inc. (MG $83.17)
  • $83.17 P/E (TTM): 21.09X Cap: $23.82B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY $112.75)
  • $112.75 P/E (TTM): 7.72X Cap: $1.77B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $121.84)
  • $121.84 Cap: $14.08B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Veeva Systems Inc. Class A (VEEV $192.88)
  • $192.88 P/E (TTM): 36.24X Cap: $30.98B
  • View VEEV Profile
  • View Questions on VEEV
• The Trade Desk Inc. (TTD $29.48)
  • $29.48 P/E (TTM): 27.78X Cap: $11.98B
  • View TTD Profile
  • View Questions on TTD
• CrowdStrike Holdings Inc. (CRWD $422.77)
  • $422.77 Cap: $102.77B
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U $20.72)
  • $20.72 Cap: $8.82B
  • View U Profile
  • View Questions on U

Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.

Upvote 0

Read Answer Asked by Matthew on March 08, 2021

• eBay Inc. (EBAY $92.01)
  • $92.01 P/E (TTM): 20.65X Cap: $40.78B
  • View EBAY Profile
  • View Questions on EBAY

Q: Hi 5i. What are your thoughts on eBay? Do you think their recent growth is sustainable?

Upvote 0

Read Answer Asked by Fabio on March 08, 2021

• Veoneer Inc. (VNE $36.95)
  • View VNE Profile
  • View Questions on VNE

Q: Could I have your opinion on this company please. Would you consider it a buy at present price? Thanks

Upvote 0

Read Answer Asked by Ivan on March 08, 2021

• Bank of Nova Scotia (The) (BNS $99.89)
  • $99.89 P/E (TTM): 24.68X Cap: $125.16B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $35.64)
  • $35.64 P/E (TTM): 5.42X Cap: $33.67B
  • View BCE Profile
  • View Questions on BCE
• Leon's Furniture Limited (LNF $27.58)
  • $27.58 P/E (TTM): 17.92X Cap: $1.88B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $23.32)
  • $23.32 P/E (TTM): 11.38X Cap: $1.93B
  • View TCL.B Profile
  • View Questions on TCL.B

Q: Can you provide some ideas for income generation either individual names or etfs that you think look attractive during this market selloff

Upvote 0

Read Answer Asked by Kim on March 08, 2021

• Power Corporation of Canada Subordinate Voting Shares (POW $67.17)
  • $67.17 P/E (TTM): 14.2X Cap: $43.16B
  • View POW Profile
  • View Questions on POW
• ATCO Ltd. Class I Non-voting Shares (ACO.X $65.73)
  • $65.73 P/E (TTM): 49.18X Cap: $7.37B
  • View ACO.X Profile
  • View Questions on ACO.X

Q: Hi, looking at income and some growth , with the view to ride out a downturn that may or may not come in the future.
With this in mind would you prefer one of the above ,or something else ? Five year or more hold
Thanks

Upvote 0

Read Answer Asked by Brad on March 08, 2021

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
  • View MEG Profile
  • View Questions on MEG

Q: Will you please give us your thoughts on their 1/4ly release and your thoughts on them going forward.
Thanks

Upvote 0

Read Answer Asked by Greg on March 08, 2021

• LifeMD Inc. (LFMD $3.05)
  • $3.05 Cap: $150M
  • View LFMD Profile
  • View Questions on LFMD

Q: Can you please comment on these two (LFMD, BOMH) companies from investment perspective. Thanks

Upvote 0

Read Answer Asked by Imtiaz on March 08, 2021

• Amerigo Resources Ltd. (ARG $5.51)
  • $5.51 P/E (TTM): 19.32X Cap: $935M
  • View ARG Profile
  • View Questions on ARG

Q: Your thoughts, any reason for pop thanks

Upvote 0

Read Answer Asked by Ken on March 08, 2021

Q: Seems like the renewables and utilities are seeing a downward spiral..Is this due to rising bond yields and will they become attractive at a certain point.

Upvote 0

Read Answer Asked by terrance on March 08, 2021

• Kinaxis Inc. (KXS $137.62)
  • $137.62 P/E (TTM): 81.3X Cap: $3.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• NIO Inc. American depositary shares each representing one Class A (NIO $4.64)
  • $4.64 Cap: $10.87B
  • View NIO Profile
  • View Questions on NIO
• Redfin Corporation (RDFN)
  • Cap: $1.43B
  • View RDFN Profile
  • View Questions on RDFN
• CrowdStrike Holdings Inc. (CRWD $422.77)
  • $422.77 Cap: $102.77B
  • View CRWD Profile
  • View Questions on CRWD
• Celsius Holdings Inc. (CELH $45.19)
  • $45.19 P/E (TTM): 428.27X Cap: $11.71B
  • View CELH Profile
  • View Questions on CELH
• Unity Software Inc. (U $20.72)
  • $20.72 Cap: $8.82B
  • View U Profile
  • View Questions on U

Q: My stocks and losses are below. You indicated that the rise in rates was causing the selloff. If rates just keep rising, do you think these stocks will keep dropping?
Are these stocks healthy enough to rebound? Your views much appreciated.

US:NIO -48.31%
US:U -41.66%
KXS -21.42%
US:RDFN -21.04%
US:CRWD -19.50%
US:CELH -12.98%

Upvote 0

Read Answer Asked by TOM on March 08, 2021

Q: Hi 5i,
How does a person puchase actual Bitcoin, not an ETF, (e.g. is there any bank that does this?) and do you know what the typical fees are likely to be? What are the risks apart from volatility of Bitcoin?
Thank you.

Upvote 0

Read Answer Asked by John on March 08, 2021

• Genworth MI Canada Inc. (MIC $43.48)
  • View MIC Profile
  • View Questions on MIC

Q: hi
do you know when bam.a will finalize mic's takeover ?

jacques

Upvote 0

Read Answer Asked by jacques on March 08, 2021

• QUALCOMM Incorporated (QCOM $137.80)
  • $137.80 P/E (TTM): 27.85X Cap: $148.85B
  • View QCOM Profile
  • View Questions on QCOM

Q: Would you be a buyer of Qualcomm at this time? The chip shortage fiasco seems to have made a decent buying opportunity. If not Qualcomm, is there another company you would recommend? Thanks.

Upvote 0

Read Answer Asked by Brady on March 08, 2021

• Costco Wholesale Corporation (COST $981.45)
  • $981.45 P/E (TTM): 70.03X Cap: $446.86B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $657.23)
  • $657.23 P/E (TTM): 27.89X Cap: $1.68T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $298.74)
  • $298.74 P/E (TTM): 28.08X Cap: $3.67T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $406.56)
  • $406.56 P/E (TTM): 25.26X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 36.74X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• iShares U.S. Medical Devices ETF (IHI $57.64)
  • $57.64 P/E (TTM): 29.95X Cap: $3.54B
  • View IHI Profile
  • View Questions on IHI

Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.

Upvote 0

Read Answer Asked by ed on March 08, 2021

Q: Please analyze this company from investment perspective. Thanks

Upvote 0

Read Answer Asked by Imtiaz on March 08, 2021

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.97)
  • $54.97 Cap: $8.11B
  • View BEPC Profile
  • View Questions on BEPC

Q: BEPC .. why is it falling so much . Is it time to take it to full position . I got half at 64

Upvote 0

Read Answer Asked by manish on March 08, 2021

• EcoSynthetix Inc. (ECO $3.65)
  • $3.65 Cap: $207M
  • View ECO Profile
  • View Questions on ECO

Q: Could you comment on ECO's earnings? Thanks.

Upvote 0

Read Answer Asked by Jeff on March 08, 2021

• Amazon.com Inc. (AMZN $216.80)
  • $216.80 P/E (TTM): 29.11X Cap: $2.32T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $657.23)
  • $657.23 P/E (TTM): 27.89X Cap: $1.68T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $298.74)
  • $298.74 P/E (TTM): 28.08X Cap: $3.67T
  • View GOOG Profile
  • View Questions on GOOG
• Open Text Corporation (OTEX $35.09)
  • $35.09 P/E (TTM): 14.66X Cap: $8.57B
  • View OTEX Profile
  • View Questions on OTEX

Q: there is a lot of buzz about "artificial intelligence" and the stocks that are best positioned in this sphere . Would you consider OTEX a good choice?
What others would you you recommend?

Upvote 0

Read Answer Asked by shirley on March 08, 2021

• Palantir Technologies Inc. (PLTR $151.66)
  • $151.66 P/E (TTM): 233.68X Cap: $366.22B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi Guys. Been a rough couple weeks for tech. Wondering about your thoughts on Palantir partnering with Amazon AWS. which was announced after close on Friday. Do you think this is significant or just some fluff PR. Appreciate your insight. Thanks. Chris

Upvote 0

Read Answer Asked by christopher on March 08, 2021

• BRP Inc. Subordinate Voting Shares (DOO $96.36)
  • $96.36 Cap: $7.18B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: When does DOO reports,& what are the estimates for Rev.& EPS. Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on March 08, 2021