Investment Q&A

• Coinbase Global Inc (COIN $343.78)
  • $343.78 P/E (TTM): 33.72X Cap: $92.69B
  • View COIN Profile
  • View Questions on COIN
• ISHARES BITCOIN TR (IBIT $62.30)
  • $62.30 Cap: $85.65B
  • View IBIT Profile
  • View Questions on IBIT

Q: Hi 5i,

Interested on which you think will perform better in a crypto bull market? An ETF like IBIT or something like COIN? Also, the fact that I've warmed up to crypto should be a warning to everyone that it's going to fall. :)

TIA!

Upvote 4

Read Answer Asked by Wayne on July 12, 2024

• Vanguard S&P 500 ETF (VOO $627.04)
  • $627.04 P/E (TTM): 27.51X Cap: $687.81B
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY $682.06)
  • $682.06 P/E (TTM): 27.29X Cap: $688.86B
  • View SPY Profile
  • View Questions on SPY

Q: What is the main difference between SPY and VOO?

What are your top 3 ETFs for buy and long term hold (10+ year) today?

Upvote 4

Read Answer Asked by Kyle on July 12, 2024

• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X Cap: $1.09B
  • View HRX Profile
  • View Questions on HRX

Q: Could I have your views on the takeover of this company announced this morning. Is this a good offer and are there more offers coming or should I sell this stock and invest the proceed in another company. Are there other Canadian companies that you feel are similar with a good outlook. Many tnx.

Upvote 2

Read Answer Asked by Jacques on July 12, 2024

Q: If a company gets taken out are you better owning A shares or B shares

Upvote 2

Read Answer Asked by lynn on July 12, 2024

• Anaergia Inc. (ANRG $2.54)
  • $2.54 Cap: $431M
  • View ANRG Profile
  • View Questions on ANRG

Q: What do I do with Anaergia? There has been a major restructuring of the capital and I sense that my old shares are no longer worth so much.

Upvote 2

Read Answer Asked by Anthony on July 12, 2024

• Aritzia Inc. Subordinate Voting Shares (ATZ $97.97)
  • $97.97 P/E (TTM): 41.02X Cap: $11.29B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: How were ATZ earnings?
What should we expect to see with aritzia earnings this evening? Thank you

Upvote 8

Read Answer Asked by Taia on July 12, 2024

• International Battery Metals Ltd. (IBAT)
  • View IBAT Profile
  • View Questions on IBAT

Q: What is your view on IBAT? How significant is today's news and does it have further upside? Would you consider it a Buy, Hold or Sell. Thanks

Upvote 1

Read Answer Asked by Charles on July 12, 2024

• MTY Food Group Inc. (MTY $33.84)
  • $33.84 P/E (TTM): 23.74X Cap: $766M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 1

Read Answer Asked by francis on July 12, 2024

• PIMCO Dynamic Income Fund (PDI $18.36)
  • $18.36 Cap: $4.46B
  • View PDI Profile
  • View Questions on PDI
• Nextracker Inc. (NXT $101.22)
  • $101.22 P/E (TTM): 27.98X Cap: $14.66B
  • View NXT Profile
  • View Questions on NXT

Q: This question is more about Portfolio Analytics.

Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.

Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.

I have considered PDI as part of my Fixed Income portfolio. Is this wrong?

Upvote 1

Read Answer Asked by J Stephen on July 12, 2024

• QuantumScape Corporation Class A (QS $18.44)
  • $18.44 Cap: $11.08B
  • View QS Profile
  • View Questions on QS

Q: Hi Peter…I bought some QS early in the year. As of Monday I was down 25%, c’est la vie! Today the stock is up 30%. Apparently Barron’s has a positive report on the company “the’re making progress”. What’s 5i’s take on the company?
Thanks,
Jim

Upvote 1

Read Answer Asked by James on July 12, 2024

• Plurilock Security Inc. (PLUR $0.24)
  • $0.24 Cap: $19M
  • View PLUR Profile
  • View Questions on PLUR

Q: What's behind the increase in PLUR the last 2 days? Is it warranted and does it have legs? Is the stock a buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on July 12, 2024

• Firan Technology Group Corporation (FTG $10.92)
  • $10.92 P/E (TTM): 25.35X Cap: $274M
  • View FTG Profile
  • View Questions on FTG

Q: I would like your take on the earnings report for Firan Tech group that just came out, warts and all.

Upvote 1

Read Answer Asked by Neil on July 12, 2024

Q: Pls give your analyisis for UHG Tks in advance

Upvote 1

Read Answer Asked by WIB on July 12, 2024

Q: If I want to invest in coffee and cocoa (preferably stocks that don't just use the product like Starbucks or Hershey), what stocks or ETFs would you recommend that would give me good exposure to profiting from a possible rise in coffee and cocoa prices? Thanks.

Upvote 3

Read Answer Asked by Ed on July 12, 2024

• Saputo Inc. (SAP $33.89)
  • $33.89 Cap: $13.72B
  • View SAP Profile
  • View Questions on SAP

Q: SAP has had a nice run since mid April. What has been the reason for it? where is the growth coming from and can it continue?
Thanks for your great advice.
Ian

Upvote 2

Read Answer Asked by Ian on July 12, 2024

• TFI International Inc. (TFII $126.04)
  • $126.04 P/E (TTM): 20.51X Cap: $10.13B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Old Dominion Freight Line Inc. (ODFL $140.42)
  • $140.42 P/E (TTM): 26.59X Cap: $28.61B
  • View ODFL Profile
  • View Questions on ODFL

Q: Which of ODFL or TFII would you invest in today for long-term hold?

Upvote 5

Read Answer Asked by sam on July 12, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.93)
  • $5.93 Cap: $1.64B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: What would have to happen at Tixt to get the company back on track and have insiders been buyers?

Thx

Upvote 4

Read Answer Asked by blake on July 12, 2024

• BMO Aggregate Bond Index ETF (ZAG $14.00)
  • $14.00 Cap: $11.74B
  • View ZAG Profile
  • View Questions on ZAG
• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.66)
  • $18.66 Cap: $777M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.62)
  • $28.62 Cap: $8.77B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $19.23)
  • $19.23 Cap: $899M
  • View XLB Profile
  • View Questions on XLB

Q: Hello,

I need to increase the fixed income component of my portfolio. XBB and CBO make up 12% of my portfolio. Please suggest a few more CDN fixed income ETF's I could invest in. I am retired so a more conservative approach is what I am looking for.

Thanks for all your help.

Upvote 5

Read Answer Asked by Mauro on July 12, 2024

• Jumia Technologies AG American Depositary Shares each representing two (JMIA $10.91)
  • $10.91 Cap: $1.38B
  • View JMIA Profile
  • View Questions on JMIA

Q: While it's outside your normal sphere of interest, is there a solid basis for believing JMIA has turned the corner to realize its potential? I have long liked their Baillie Gifford association but their potential's realization has been a long-time coming...
Best regards,
David

Upvote 1

Read Answer Asked by David on July 12, 2024

• Mirasol Resources Ltd. (MRZ $0.44)
  • $0.44 Cap: $36M
  • View MRZ Profile
  • View Questions on MRZ

Q: Hi 5i Team - Could you please provide an update on Mirasol Resources including cash on hand, debt, any interesting projects and insider ownership. Thanks.

Upvote 1

Read Answer Asked by Rob on July 12, 2024