Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: Shop is being sued by publishers accusing them of textbook piracy. How much is this weighing on the stock price now and should it be much of a concern? It is troubling that this puts a bad light on SHOP since it is reported that this concern was brought up to SHOP several times in the past with SHOP basically ignoring it.
Would like to thank 5i for having guided us through these past troubled years (and all the years outside Covid as well). Gerry

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Read Answer Asked by Gerald on December 07, 2021

• Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX $26.60)
  • $26.60 P/E (TTM): 62.69X Cap: $1.27B
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• BlackRock Science and Technology Term Trust of Beneficial Interest (BSTZ $21.35)
  • $21.35 Cap: $471M
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Q: These CEFs pay good dividends. Would you consider either a good investment from a Canadian point of view - with particular reference to tax liabilities inside a LIF account, or in a non-registered account?

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Read Answer Asked by Catherine on December 07, 2021

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
  • View TV Profile
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Q: Has TV undergone a stock consolidation? It appears they have by the price but I can't find any news articles re the consolidation.Could you fill me in on any details that you may know?
Thanks
Dave

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Read Answer Asked by Dave on December 07, 2021

• Hess Corporation (CVX $151.04)
  • $151.04 P/E (TTM): 17.3X Cap: $263.77B
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• Exxon Mobil Corporation (XOM $107.37)
  • $107.37 P/E (TTM): 14.54X Cap: $462.72B
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• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
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• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.30)
  • $17.30 P/E (TTM): 37.76X Cap: $1.54B
  • View XEG Profile
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• The Energy Select Sector SPDR Fund (XLE $85.40)
  • $85.40 P/E (TTM): 57.77X Cap: $26.69B
  • View XLE Profile
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Q: Hello 5i team:

At this particular time, which ETF do you think worth buying? US based XLE or Canadian based XEG? Is there a ETF based on Europe or the rest of the world?

Will you underweight or overweight energy in one's portfolio? I know in the US energy doesn't play a big role. But in Canadian index, they do.

Thanks in advance.

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Read Answer Asked by Savalai on December 07, 2021

• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Tesla Inc. (TSLA $309.26)
  • $309.26 P/E (TTM): 166.28X Cap: $997.50B
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Q: Hello, earlier this year I bought tesla at $590. I have watched it rapidly grow to what I believe overvalued. I set a 15% stop loss and I sold at $1045 I'm quite happy with this transaction. Do you think Im I wrong for getting out? Should I get back in? If I made the right move, can you recommend 2 stocks that I should look at? (Take as many credits for this.)

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Read Answer Asked by Ziaad on December 07, 2021

• Palantir Technologies Inc. (PLTR $160.66)
  • $160.66 P/E (TTM): 670.74X Cap: $379.14B
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Q: What's your opinion on adding to Palantir at this time for the long term? I'm down about 10%

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Read Answer Asked by Wes on December 07, 2021

• AT&T Inc. (T $27.68)
  • $27.68 P/E (TTM): 17.02X Cap: $197.92B
  • View T Profile
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• Verizon Communications Inc. (VZ $42.95)
  • $42.95 P/E (TTM): 10.21X Cap: $181.09B
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Q: I have a position in T I have been holding for years for the dividend which was cut with more cuts on the horizon.
I plan to sell and replace with Verizon. I am thinking T will drop further in December due to tax loss harvesting. With this in mind is it better to sell it now or wait until the new year.

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Read Answer Asked by MANFRED on December 07, 2021

• Acadian Timber Corp. (ADN $17.93)
  • $17.93 P/E (TTM): 16.15X Cap: $319M
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Q: How safe is the dividend? Would it be deemed appropriate for RIF income?

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Read Answer Asked by Tony on December 07, 2021

• Horizons Enhanced Income Equity ETF (HEX)
  • P/E (TTM): 12.4X
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Q: Could I have your thoughts on hex , thanks

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Read Answer Asked by Joseph on December 07, 2021

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• iShares Russell 2000 Growth ETF (IWO $291.64)
  • $291.64 P/E (TTM): 4.55X Cap: $11.73B
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $61.27)
  • $61.27 P/E (TTM): 64.56X Cap: $457M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $59.85)
  • $59.85 P/E (TTM): 54.53X Cap: $124M
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $240.40)
  • $240.40 P/E (TTM): 59.85X Cap: $13.70B
  • View SOXX Profile
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• Invesco PHLX Semiconductor ETF (SOXQ $44.30)
  • $44.30 P/E (TTM): 62.23X Cap: $497M
  • View SOXQ Profile
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Q: Recommendations from portfolio analytics indicated i should increase my holdings in healthcare and industrials. Please provide your comments on XHC, XGI and WSP. Are there other options that i should consider?
I am considering investing in sector specific ETFs. What are comments on SOXQ and IWO.US? Are there specific sectors that are expected to show high growth in the next few years?

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Read Answer Asked by Don on December 07, 2021

• BMO Laddered Preferred Share Index ETF (ZPR $11.81)
  • $11.81 P/E (TTM): 11.07X Cap: $1.42B
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Q: Any idea why preferreds are collapsing the last few weeks? Some to below their recall rates of $25. I only own rate reset preferreds and the BMO fund ZPR. With the prospect of higher rates I can see why perpetuals would drop, but rate reset preferreds should benefit from higher rates. Even those with minimum resets of 5% are on the decline. Thanks.

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Read Answer Asked by Ken on December 07, 2021

Q: Peter; Just a heads up to everyone- I have this terrible urge to sell APPS and UPST- so the end is nigh!! Rod

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Read Answer Asked by Rodney on December 07, 2021

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: If I have a synthetic drip established with my broker for ECN, will I be buying an bunch of ECN shares instead of receiving cash from the dividend? If yes, is it worth keeping this in place?

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Read Answer Asked by Mike on December 07, 2021

Q: Hi 5i!
The markets have taken quite a hit today. Do you have a list of top-5 companies that seem like intriguing long term buys right now (for a 5+ year timeframe)?

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Read Answer Asked by Kyle on December 07, 2021

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
  • View WSP Profile
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• Stantec Inc. (STN $149.91)
  • $149.91 P/E (TTM): 44.75X Cap: $17.09B
  • View STN Profile
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Q: I have held STN for almost 10 years and it has recently showed some good growth. I am considering selling STN and purchasing WSP. Which company do you expect to perform better in the next 5 to 10 years and why?

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Read Answer Asked by Don on December 07, 2021

• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
  • View MSFT Profile
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
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Q: Can Constellation Software be considered the "Microsoft of Canada"?

Like MSFT, can CSU still reach new highs by acquiring better software companies to it constellation?

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Read Answer Asked by Eugene on December 07, 2021

• Globex Mining Enterprises Inc. (GMX $1.33)
  • $1.33 P/E (TTM): 44.33X Cap: $74M
  • View GMX Profile
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• Urbana Corporation (URB $6.97)
  • $6.97 P/E (TTM): 5.08X Cap: $289M
  • View URB Profile
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• Forza Petroleum Limited (FORZ $0.15)
  • $0.15 Cap: $90M
  • View FORZ Profile
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Q: Good morning, I am looking for a few suggestions for my TFSA with the following criteria:
-Canadian small cap or mid cap
-Current and projected double digit sales growth
-Reasonably strong balance sheet
-Currently trading at a reasonable price/sales multiple (for a growth company)
-Strong management

Thanks team for your great service.
Rob

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Read Answer Asked by Robert on December 07, 2021

• Digital Turbine Inc. (APPS $5.69)
  • $5.69 Cap: $608M
  • View APPS Profile
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Q: Hi Everyone at 5i!!!! I recently purchase APPS and am now down 42.3%. Ouch! I am usually a buy and hold type of gal, but this was quite a drop over a short period of time. Is it just the rotation out of the tech sector or is there something wrong with the company? Would it be prudent to take a loss to offset another gain, and buy back at a later date?? January say...
Thank you for all your wisdom!! Tamara

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Read Answer Asked by Tamara on December 07, 2021

Q: Hi

I am currently holding RRSP/TFSA/Non registered accounts with Weathsimple (Both US/CA stocks) and trying move all US stocks to Questrade within same account. So that I can buy and sell US stocks in Questrade and keep CA stocks in Weathsimple. Do do see any issue with this move and any tax implication? I am not planing to withdraw the funds. Just transferring only.

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Read Answer Asked by Suthan on December 07, 2021

• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
  • View WELL Profile
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
  • View DOC Profile
  • View Questions on DOC

Q: Thank you for your recent tax loss opportunities list. I have been interested in Well for some time and am considering for just such an opportunity. I have also been looking closely at cloudMD. It looks like Well is forecasted to become profitable before cloudMD but the latter remains a compelling opportunity having dropped in price further with an excellent balance sheet and forecast earnings. Which security do you prefer and why

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Read Answer Asked by jeff on December 07, 2021