Investment Q&A

• Ball Corporation (BLL)
  • P/E (TTM): 27.1X Cap: $24.66B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $82.15)
  • $82.15 P/E (TTM): 17.33X Cap: $14.32B
  • View CCL.B Profile
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.87)
  • $53.87 Cap: $7.11B
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Q: Please suggest tax loss proxies for CCL.B and BIPC. Thank-you.

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Read Answer Asked by Stephen on December 17, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.73)
  • $16.73 Cap: $2.30B
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Q: I have a feeling there are still people selling LSPD now for the tax loss, meaning to buy it back in 30 days. It might work out for them but selling it now means having to wait until the middle of January to buy it back. I think the bounce will happen sooner than that and the people who really make the gain are the buyers picking it up at fire-sale prices right now? What do you think?

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Read Answer Asked by Bryan on December 17, 2021

• CrowdStrike Holdings Inc. (CRWD $418.60)
  • $418.60 Cap: $104.33B
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• Digital Turbine Inc. (APPS $3.97)
  • $3.97 Cap: $429M
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Q: Hello 5I.
I have a pretty well balanced portfolio and am currently a little overweight tech. That said I am torn on weather to take a loss on $Sq and buy something like $CRWD or $Apps as I want to keep the growth tech. I am down 20%. The tax write off is a small help but not the decision maker. With that is mind do you think $sq has more upside vs the other 2 listed? Would you recommend I just stay the course with $SQ?
Thanks

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Read Answer Asked by Tyler on December 17, 2021

• Enghouse Systems Limited (ENGH $22.30)
  • $22.30 P/E (TTM): 15.74X Cap: $1.22B
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Q: I had been wanting to buy Enghouse Systems for a few months but since it’s highs of 77$ it has been steadily coming down. Now sitting at 48$ and reporting good earnings for Q4 do you think it would be a good buying opportunity or should I wait until 2022? If so what would be a good entry price.

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Read Answer Asked by Mathieu on December 17, 2021

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $18M
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Q: Do you think Corus is a takeover candidate due to its cheap value or is its debt a big deterrent for any potential suitor? I’m thinking a company like Netflix or Disney might be interested in the content and to a lesser degree BCE for it’s Crave service.

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Read Answer Asked by Anthony on December 17, 2021

• Adobe Inc. (ADBE $361.03)
  • $361.03 P/E (TTM): 22.91X Cap: $153.14B
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Q: Hi 5i,

Can you offer some comments on the recent selloff with ADBE?
Would you consider this a long term core holding?
What do you think of the current valuation today at $566.09 USD?

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Read Answer Asked by Ian on December 17, 2021

• Enghouse Systems Limited (ENGH $22.30)
  • $22.30 P/E (TTM): 15.74X Cap: $1.22B
  • View ENGH Profile
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Q: Could I have your assessment of Enghouse earnings.
Thank-you.

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Read Answer Asked by William on December 17, 2021

• Adobe Inc. (ADBE $361.03)
  • $361.03 P/E (TTM): 22.91X Cap: $153.14B
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• Miscellaneous (MISC)
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Q: Hello 5i Team
Why did the Technology stocks
sold off today when yesterday they all (most) rallied.What changed ?

Thanks

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Read Answer Asked by claudio on December 17, 2021

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Digital Turbine Inc. (APPS $3.97)
  • $3.97 Cap: $429M
  • View APPS Profile
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Q: Hi 5i
Still holding AYX at a great loss in a registered account. Would you sell and replace with APPS at this time? Thanks for your great support and have a safe and happy holiday.

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Read Answer Asked by Gary on December 16, 2021

• AbbVie Inc. (ABBV $206.19)
  • $206.19 P/E (TTM): 88.28X Cap: $364.24B
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• Pfizer Inc. (PFE $25.32)
  • $25.32 P/E (TTM): 18.17X Cap: $143.95B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?

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Read Answer Asked by Terry on December 16, 2021

• Zimmer Biomet Holdings Inc. (ZBH $104.31)
  • $104.31 P/E (TTM): 22.79X Cap: $20.66B
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Q: Is Zimmer Biomet Holdings a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

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Read Answer Asked by James on December 16, 2021

• Sangoma Technologies Corporation (STC $7.85)
  • $7.85 Cap: $263M
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Q: Can you provide insight to STC and this on again, off again-no notice, and now on again listing on the Nasdaq. What are some reasons why strategically this would be happening?

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Read Answer Asked by Chris on December 16, 2021

• QRAFT AI-Enhanced U.S. High Dividend ETF (HDIV)
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Q: CAN YOU PLEASE GIVE ME YOUR OPINION ON THIS

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Read Answer Asked by Karen on December 16, 2021

Q: I would appreciate your recommendations for two or three top choices of dividend growers in each of the Gold and Oil and Gas categories.

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Read Answer Asked by James on December 16, 2021

• Cematrix Corporation (CVX $0.51)
  • $0.51 Cap: $76M
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Q: What do you think of cvx at these levels??

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Read Answer Asked by Bill on December 16, 2021

• Global X Lithium & Battery Tech ETF (LIT $45.39)
  • $45.39 P/E (TTM): 122.7X Cap: $1.03B
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• iShares Core S&P Mid-Cap ETF (IJH $63.81)
  • $63.81 P/E (TTM): 48.18X Cap: $97.79B
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• GLOBAL X FDS (BOTZ $33.48)
  • $33.48 P/E (TTM): 47.28X Cap: $2.83B
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• ARK Innovation ETF (ARKK $74.03)
  • $74.03 P/E (TTM): 246.89X Cap: $7.73B
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• iShares Core S&P Small-Cap ETF (IJR $114.75)
  • $114.75 P/E (TTM): 49.78X Cap: $82.96B
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Q: Given recent corrections, which ETFs (both Canada and US) are worth watching/stepping into to take advantage of the sales.

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Read Answer Asked by Hua on December 16, 2021

• Spin Master Corp. Subordinate Voting Shares (TOY $23.09)
  • $23.09 P/E (TTM): 19.93X Cap: $2.34B
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• WELL Health Technologies Corp. (WELL $4.93)
  • $4.93 Cap: $1.25B
  • View WELL Profile
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Q: Hi,

I am still comfortably ahead wit my investment in Well Health Technologies. I am considering swlling it to salvage my profits and buying Spin Master with the the Proceeds .Could you please let me know the pos and cons of this idea

Thanks in advance .

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Read Answer Asked by Leonard on December 16, 2021

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: Hi team,
With the uncertainty around the latest Covid variant and possible lockdowns and border closures feels like GXE's stock price is under pressure.Thinking longer term,three to six months would it be a good tactical decision to accumulate the shares at this price?Or would it be nest to sit on the sidelines and wait this through?
Many thanks,
Jean

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Read Answer Asked by Jean on December 16, 2021

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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• Pinterest Inc. Class A (PINS $35.22)
  • $35.22 P/E (TTM): 12.9X Cap: $23.94B
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Q: What would be a good proxy for PINS as a tax loss strategy?


Thanks for your service?

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Read Answer Asked by Ozzie on December 16, 2021

• Topicus.com Inc. (TOI $165.94)
  • $165.94 P/E (TTM): 81.66X Cap: $13.82B
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Q: I hold TOI in a non-registered account. Is TOI considered a foreign company that would need to be reported on the T1135 tax filing form? I believe it is Netherlands based, but trades on the TSXV. Based on the fact that it is domiciled in Europe therefore it would need to be reported on the T1135 form. Please confirm.

Paul

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Read Answer Asked by Paul on December 16, 2021