Investment Q&A

• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
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• goeasy Ltd. (GSY $203.65)
  • $203.65 P/E (TTM): 12.41X Cap: $3.29B
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• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.25B
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• Tinkerine Studios Ltd. (TTD)
  • Cap: $1M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.97)
  • $15.97 Cap: $2.30B
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• CrowdStrike Holdings Inc. (CRWD $419.17)
  • $419.17 Cap: $104.33B
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Q: Hi Peter, Ryan and Team,

Sorry if this as been asked before but I am wondering what your top 3 growth companies would be irrespective of sector on both the U.S. and Canadian side? (So 3 U.S. and 3 Canadian) to take a position in on this pull-back?

Thanks for all you folks do, very appreciated.

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Read Answer Asked by Wes on March 08, 2021

• CI Galaxy Bitcoin Fund (BTCG.U $26.07)
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• Purpose Bitcoin ETF (BTCC.B $22.27)
  • $22.27 Cap: $1.59B
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• Purpose Bitcoin ETF (BTCC.U $20.38)
  • $20.38 Cap: $475M
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• Purpose Bitcoin ETF (BTCC $20.77)
  • $20.77 Cap: $1.02B
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Q: Are there any bitcoin ETFs eligible for purchase in a Canadian RSP? If so, please provide ticker symbols of applicable ETFs available to a Canadian investor, and which one(s) you might recommend to someone who desires a small bitcoin exposure (1% portfolio weighting). (Both US$ and CA$ RSP accounts are available.)
Ted

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Read Answer Asked by Ted on March 08, 2021

• Lockheed Martin Corporation (LMT $446.00)
  • $446.00 P/E (TTM): 24.74X Cap: $102.98B
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• Verizon Communications Inc. (VZ $45.06)
  • $45.06 P/E (TTM): 10.35X Cap: $189.48B
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• Walmart Inc. (WMT $102.57)
  • $102.57 P/E (TTM): 43.03X Cap: $808.33B
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• Air Canada Voting and Variable Voting Shares (AC $19.11)
  • $19.11 P/E (TTM): 5.21X Cap: $5.74B
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• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 167.66X Cap: $5.48B
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• Magna International Inc. (MG $61.48)
  • $61.48 P/E (TTM): 10.36X Cap: $17.32B
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• goeasy Ltd. (GSY $203.65)
  • $203.65 P/E (TTM): 12.41X Cap: $3.29B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $74.20)
  • $74.20 P/E (TTM): 38.74X Cap: $8.65B
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• Veeva Systems Inc. Class A (VEEV $284.02)
  • $284.02 P/E (TTM): 59.89X Cap: $46.46B
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• The Trade Desk Inc. (TTD $52.53)
  • $52.53 P/E (TTM): 66.2X Cap: $25.68B
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• CrowdStrike Holdings Inc. (CRWD $419.17)
  • $419.17 Cap: $104.33B
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• Unity Software Inc. (U $35.84)
  • $35.84 Cap: $15.73B
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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.

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Read Answer Asked by Matthew on March 08, 2021

• eBay Inc. (EBAY $99.15)
  • $99.15 P/E (TTM): 22.06X Cap: $45.64B
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Q: Hi 5i. What are your thoughts on eBay? Do you think their recent growth is sustainable?

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Read Answer Asked by Fabio on March 08, 2021

• Veoneer Inc. (VNE $36.95)
  • $36.95 Cap: $4.13B
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Q: Could I have your opinion on this company please. Would you consider it a buy at present price? Thanks

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Read Answer Asked by Ivan on March 08, 2021

• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
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• BCE Inc. (BCE $35.67)
  • $35.67 P/E (TTM): 76.7X Cap: $33.04B
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• Leon's Furniture Limited (LNF $30.00)
  • $30.00 P/E (TTM): 12.86X Cap: $2.04B
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• Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $19.01)
  • $19.01 P/E (TTM): 9.22X Cap: $1.58B
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Q: Can you provide some ideas for income generation either individual names or etfs that you think look attractive during this market selloff

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Read Answer Asked by Kim on March 08, 2021

• Power Corporation of Canada Subordinate Voting Shares (POW $57.54)
  • $57.54 P/E (TTM): 13.63X Cap: $37.02B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.77)
  • $50.77 P/E (TTM): 12.94X Cap: $5.70B
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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

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Read Answer Asked by Brad on March 08, 2021

• MEG Energy Corp. (MEG $27.55)
  • $27.55 P/E (TTM): 6.09X Cap: $7B
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Q: Will you please give us your thoughts on their 1/4ly release and your thoughts on them going forward.
Thanks

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Read Answer Asked by Greg on March 08, 2021

• LifeMD Inc. (LFMD $6.19)
  • $6.19 Cap: $326M
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Q: Can you please comment on these two (LFMD, BOMH) companies from investment perspective. Thanks

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Read Answer Asked by Imtiaz on March 08, 2021

• Amerigo Resources Ltd. (ARG $2.18)
  • $2.18 P/E (TTM): 15.83X Cap: $356M
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Q: Your thoughts, any reason for pop thanks

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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.

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Read Answer Asked by terrance on March 08, 2021

• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 167.66X Cap: $5.48B
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.07)
  • $5.07 Cap: $11.38B
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• CrowdStrike Holdings Inc. (CRWD $419.17)
  • $419.17 Cap: $104.33B
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• Celsius Holdings Inc. (CELH $61.95)
  • $61.95 P/E (TTM): 185.45X Cap: $15.59B
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• Unity Software Inc. (U $35.84)
  • $35.84 Cap: $15.73B
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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%

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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.

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Read Answer Asked by John on March 08, 2021

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
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Q: hi
do you know when bam.a will finalize mic's takeover ?

jacques

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Read Answer Asked by jacques on March 08, 2021

• QUALCOMM Incorporated (QCOM $155.44)
  • $155.44 P/E (TTM): 15.35X Cap: $168.59B
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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.

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Read Answer Asked by Brady on March 08, 2021

• Costco Wholesale Corporation (COST $994.57)
  • $994.57 P/E (TTM): 57.21X Cap: $434.98B
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• Meta Platforms Inc. (META $747.72)
  • $747.72 P/E (TTM): 27.84X Cap: $1.88T
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• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.78X Cap: $2.44T
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• Microsoft Corporation (MSFT $505.72)
  • $505.72 P/E (TTM): 37.91X Cap: $3.78T
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• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
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• iShares U.S. Medical Devices ETF (IHI $62.59)
  • $62.59 P/E (TTM): 164.7X Cap: $4.34B
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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.

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Read Answer Asked by ed on March 08, 2021

Q: Please analyze this company from investment perspective. Thanks

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Read Answer Asked by Imtiaz on March 08, 2021

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.37)
  • $46.37 Cap: $17.41B
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Q: BEPC .. why is it falling so much . Is it time to take it to full position . I got half at 64

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Read Answer Asked by manish on March 08, 2021

• EcoSynthetix Inc. (ECO $4.00)
  • $4.00 Cap: $237M
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Q: Could you comment on ECO's earnings? Thanks.

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Read Answer Asked by Jeff on March 08, 2021

• Amazon.com Inc. (AMZN $223.81)
  • $223.81 P/E (TTM): 35.29X Cap: $2.43T
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• Meta Platforms Inc. (META $747.72)
  • $747.72 P/E (TTM): 27.84X Cap: $1.88T
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• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.78X Cap: $2.44T
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• Open Text Corporation (OTEX $44.43)
  • $44.43 P/E (TTM): 12.98X Cap: $11.29B
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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?

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Read Answer Asked by shirley on March 08, 2021