Investment Q&A

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
  • View NUAN Profile
  • View Questions on NUAN
• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $4.20)
  • $4.20 Cap: $454M
  • View APPS Profile
  • View Questions on APPS
• Celsius Holdings Inc. (CELH $62.88)
  • $62.88 P/E (TTM): 190.55X Cap: $16.21B
  • View CELH Profile
  • View Questions on CELH
• Magnite Inc. (MGNI $25.95)
  • $25.95 P/E (TTM): 85.55X Cap: $3.69B
  • View MGNI Profile
  • View Questions on MGNI

Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

Upvote 0

Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $331.28)
  • $331.28 P/E (TTM): 22.96X Cap: $230.53B
  • View AXP Profile
  • View Questions on AXP
• Mastercard Incorporated (MA $595.29)
  • $595.29 P/E (TTM): 39.82X Cap: $538.14B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $351.78)
  • $351.78 P/E (TTM): 34.17X Cap: $682.43B
  • View V Profile
  • View Questions on V

Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

Upvote 0

Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $4.58)
  • $4.58 Cap: $253M
  • View CURI Profile
  • View Questions on CURI

Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

Upvote 0

Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
  • View ZZZ Profile
  • View Questions on ZZZ

Q: What I should know about Sleep Country,what's with price action today ? Thanks

Upvote 0

Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $6.54)
  • $6.54 P/E (TTM): 22.65X Cap: $784M
  • View DFN Profile
  • View Questions on DFN

Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

Upvote 0

Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

Upvote 0

Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

Upvote 0

Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
  • View BIP.PR.C Profile
  • View Questions on BIP.PR.C
• Brookfield Asset Management Inc Class A Limited (BAM $60.16)
  • $60.16 P/E (TTM): 41.26X Cap: $97.04B
  • View BAM Profile
  • View Questions on BAM
• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.38)
  • $25.38 Cap: $16.69B
  • View BEP Profile
  • View Questions on BEP

Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

Upvote 0

Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
  • View TBR203 Profile
  • View Questions on TBR203
• Brompton European Dividend Growth ETF (EDGF $11.38)
  • $11.38 P/E (TTM): 42.8X Cap: $33M
  • View EDGF Profile
  • View Questions on EDGF

Q: Could I have your view on the following companies.

Upvote 0

Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
  • View SPLK Profile
  • View Questions on SPLK

Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

Upvote 0

Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

Upvote 0

Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

Upvote 0

Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $19.27)
  • $19.27 P/E (TTM): 57.2X Cap: $27M
  • View PAYF Profile
  • View Questions on PAYF

Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

Upvote 0

Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $17.88)
  • $17.88 P/E (TTM): 39.76X Cap: $163M
  • View ZMI Profile
  • View Questions on ZMI
• Global X Active Global Dividend ETF (HAZ $39.50)
  • $39.50 P/E (TTM): 68.71X Cap: $523M
  • View HAZ Profile
  • View Questions on HAZ
• iShares Canadian Financial Monthly Income ETF (FIE $9.01)
  • $9.01 P/E (TTM): 17.77X Cap: $1.16B
  • View FIE Profile
  • View Questions on FIE
• iShares Diversified Monthly Income ETF (XTR $11.52)
  • $11.52 P/E (TTM): 9.16X Cap: $360M
  • View XTR Profile
  • View Questions on XTR
• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.80)
  • $23.80 P/E (TTM): 41.29X Cap: $160M
  • View CYH Profile
  • View Questions on CYH
• Dynamic Active Global Dividend ETF (DXG $74.14)
  • $74.14 P/E (TTM): 104.05X Cap: $834M
  • View DXG Profile
  • View Questions on DXG
• Purpose Multi-Asset Income Fund (PINC $19.45)
  • $19.45 P/E (TTM): 0.11X Cap: $60M
  • View PINC Profile
  • View Questions on PINC

Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

Upvote 0

Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $24.33)
  • $24.33 P/E (TTM): 40.82X Cap: $717M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Industrials Index ETF (ZIN $46.00)
  • $46.00 P/E (TTM): 39.94X Cap: $38M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.88)
  • $59.88 P/E (TTM): 24.34X Cap: $320M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.98)
  • $76.98 P/E (TTM): 1.29X Cap: $646M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Capped Materials Index ETF (XMA $31.47)
  • $31.47 P/E (TTM): 103.9X Cap: $276M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Capped REIT Index ETF (XRE $16.17)
  • $16.17 P/E (TTM): 30.38X Cap: $1.50B
  • View XRE Profile
  • View Questions on XRE

Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

Upvote 0

Read Answer Asked by Fiona on February 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.33)
  • $48.33 P/E (TTM): 5.19X Cap: $3.12B
  • View XAW Profile
  • View Questions on XAW
• BMO Aggregate Bond Index ETF (ZAG $13.74)
  • $13.74 Cap: $11.16B
  • View ZAG Profile
  • View Questions on ZAG
• CI Morningstar Canada Momentum Index ETF (WXM $38.08)
  • $38.08 P/E (TTM): 25.94X Cap: $686M
  • View WXM Profile
  • View Questions on WXM
• Vanguard Balanced ETF Portfolio (VBAL $35.40)
  • $35.40 P/E (TTM): 15.14X Cap: $3.78B
  • View VBAL Profile
  • View Questions on VBAL
• Vanguard Growth ETF Portfolio (VGRO $40.63)
  • $40.63 P/E (TTM): 0.01X Cap: $7.47B
  • View VGRO Profile
  • View Questions on VGRO
• AGFIQ Global ESG Factor ETF (QEF)
  • View QEF Profile
  • View Questions on QEF

Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

Upvote 0

Read Answer Asked by D on February 05, 2021

Q: At time of writing this question, AT is up 17 percent. Can't find any news. Can you shed some light on the rise today.

Upvote 0

Read Answer Asked by Bruce on February 05, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $9.31)
  • $9.31 P/E (TTM): 31.87X Cap: $60M
  • View HMMJ Profile
  • View Questions on HMMJ

Q: TD Webbroker indicates that the etf HMMJ pays a 4.2% dividend. Where does the money come from to do this since their top 10 holdings, comprising 88% of their portfolio, pay next to nothing in dividends?

Upvote 0

Read Answer Asked by Myles on February 05, 2021

• Canaccord Genuity Group Inc. 6.25% Convertible Unsecured Senior Subordinated Debentures (CF.DB.A $124.86)
  • View CF.DB.A Profile
  • View Questions on CF.DB.A

Q: I was reading that CF may be redeeming these convertible debentures starting April 1, 2021. Is that true? Could you provide the details please? What would you recommend that I do as I own this convertible debenture? Thank you.

Upvote 0

Read Answer Asked by Robert on February 05, 2021