Investment Q&A

• Purpose Enhanced Premium Yield Fund (PAYF $19.10)
  • $19.10 P/E (TTM): 43.6X Cap: $27M
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• BMO Premium Yield ETF (ZPAY $31.35)
  • $31.35 P/E (TTM): 55.86X Cap: $358M
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Q: Good morning, Besides PAYF writing covered calls to enhanced yield, would there be enough difference in correlation in invest in both of these investments, or too much overlap, thanks?

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Read Answer Asked by Pat on February 08, 2021

• PAR Technology Corporation (PAR $60.23)
  • $60.23 Cap: $2.37B
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Q: PAR seems to have good momentum in the past year. What is your opinion of the company? Is their any comparison to LSPD?
John

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Read Answer Asked by John on February 08, 2021

• Mosaic Company (The) (MOS $35.80)
  • $35.80 P/E (TTM): 30.45X Cap: $11.26B
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• Canfor Corporation (CFP $13.41)
  • $13.41 Cap: $1.59B
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• Nutrien Ltd. (NTR $81.79)
  • $81.79 P/E (TTM): 55.11X Cap: $39.37B
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• West Fraser Timber Co. Ltd. (WFG $98.59)
  • $98.59 Cap: $7.63B
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Q: Will you please give me your top choices in Forestry stocks, at present, Can either be CAN or US.

Also, please give your top choices in either country for Agriculture Stocks.

Thank you. Please take 2 credits.

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Read Answer Asked by Donna on February 08, 2021

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.59)
  • $14.59 P/E (TTM): 21.05X Cap: $411M
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Q: What is your opinion as to Corby's dividend sustainability?

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Read Answer Asked by Jean on February 08, 2021

• Hudbay Minerals Inc. (HBM $12.71)
  • $12.71 P/E (TTM): 24.04X Cap: $4.94B
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• Teck Resources Ltd (TECK $32.26)
  • $32.26 P/E (TTM): 78.96X Cap: $16.18B
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Q: I am interested in copper- is there still upside do you think, or has it had its' run? is the etf COPX a good way to play this, or is teck or hudbay maybe a better alternative? Thank you!

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Read Answer Asked by Elle on February 08, 2021

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• WELL Health Technologies Corp. (WELL $4.67)
  • $4.67 Cap: $1.15B
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Q: I'm looking to add a new holding in the healthcare sector, and am currently looking at either WELL or PTQ, for a smaller cap stock. Currently, I only have Stryker (SYK) and Amgen (AMGN) in the healthcare sector. Which of either WELL or PTQ would you prefer for more significant growth potential over 3-5 years, with moderate risk. Please provide a rationale for your preference. Thanks!

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Read Answer Asked by Lois on February 08, 2021

• Salesforce Inc. (CRM $250.13)
  • $250.13 P/E (TTM): 39.24X Cap: $241.21B
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Q: Hello 5i
I have noticed that CRM doesn't show up in the disclaimer at the bottom of any 5i answers. Maybe I'm reading too much into this but is there a peer of CRM that you "like" more?
Thanks
Dave

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Read Answer Asked by Dave on February 08, 2021

Q: Hello 5i. Can you please recommend 5 names you think will sector outperform in the next 1-2 years?

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Read Answer Asked by Fabio on February 08, 2021

• Algoma Central Corporation (ALC $16.20)
  • $16.20 P/E (TTM): 7.2X Cap: $657M
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• Danaos Corporation (DAC $91.31)
  • $91.31 Cap: $1.71B
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• International Seaways Inc. (INSW $42.50)
  • $42.50 P/E (TTM): 6.21X Cap: $2.02B
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Q: I was wondering if there are any shipping container companies that you would recommend for investment consideration?
Canadian options?
Thanks, Calvin

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Read Answer Asked by Calvin on February 08, 2021

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.82)
  • $4.82 Cap: $1.18B
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Q: Do you think Northwest is overvalued at current prices (13.20).

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Read Answer Asked by David M. on February 08, 2021

• Franco-Nevada Corporation (FNV $234.98)
  • $234.98 P/E (TTM): 50.87X Cap: $42.95B
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• Agnico Eagle Mines Limited (AEM $184.15)
  • $184.15 P/E (TTM): 26.83X Cap: $86.83B
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• MicroStrategy Incorporated (MSTR $376.23)
  • $376.23 Cap: $110.37B
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Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you

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Read Answer Asked by Terry on February 08, 2021

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• WELL Health Technologies Corp. (WELL $4.67)
  • $4.67 Cap: $1.15B
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Q: Big news for Well. Could you comment on the acquisition of CRH??? Thanks!

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Read Answer Asked by Jeff on February 08, 2021

• Zomedica Pharmaceuticals Corp. (ZOM $0.29)
  • $0.29 Cap: $279M
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• Trupanion Inc. (TRUP $47.71)
  • $47.71 Cap: $2.02B
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Q: This stock has moved to the american exchange and has quite a run lately, what do you think of it.

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Read Answer Asked by don on February 08, 2021

• Stingray Group Inc. Variable Subordinate Voting Shares (RAY.B $11.05)
  • $11.05 P/E (TTM): 20.53X Cap: $750M
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Q: What are your thoughts on their earnings? Is it worth holding or sell?
You have listed as Interactive Media is that same as Consumer Cyclicals
or Consumer Non- Cyclicals (Defensive) industry.

Thanks for the great service

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Read Answer Asked by Hector on February 08, 2021

• Freeport-McMoRan Inc. (FCX $40.01)
  • $40.01 P/E (TTM): 32.81X Cap: $58.05B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.41)
  • $44.41 P/E (TTM): 78.96X Cap: $21.71B
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $20.40)
  • $20.40 P/E (TTM): 33.4X Cap: $223M
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Q: Hi, what would be your choice please for a TSX listed metal weighting in a portfolio? Any better options than XBM or Teck? Thanks.

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Read Answer Asked by Gary on February 08, 2021

• ARK Next Generation Internet ETF (ARKW $152.54)
  • $152.54 P/E (TTM): 142.22X Cap: $2.15B
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• ARK Innovation ETF (ARKK $72.35)
  • $72.35 P/E (TTM): 132.78X Cap: $7.06B
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• ARK Genomic Revolution ETF (ARKG $23.70)
  • $23.70 P/E (TTM): 21.94X Cap: $1.05B
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• ARK Fintech Innovation ETF (ARKF $51.78)
  • $51.78 P/E (TTM): 113.19X Cap: $1.24B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $97.69)
  • $97.69 P/E (TTM): 94.2X Cap: $1.14B
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Q: Thank you for answering my question comparing ARKK with QQQJ/EDGW. Somehow it seems to have been flagged as Private! Didn't mean to mark as private. Please feelfree to unflag it!
Your answer as always has been consistent. You favoured ARKK. Thanks.
But this is an extension of that question. I know you don't get into asset allocation! Let me try anyway in the following manner!
If someone is ready to invest 100k, 3 to 5 years, high risk tolerance, what would be % you would allocate in each of the ARK funds?

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Read Answer Asked by Savalai on February 08, 2021

• Canadian Natural Resources Limited (CNQ $42.94)
  • $42.94 P/E (TTM): 11.97X Cap: $89.42B
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Q: Hello 5i teams,
I have CNQ stock about 40% of my portfolio so I want diversified my portfolio by selling CNQ, which stocks do you suggest to buy for 3 to 5 years holdings.
Thx

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Read Answer Asked by Jigneshbhai on February 08, 2021

• Sangoma Technologies Corporation (STC $8.01)
  • $8.01 Cap: $262M
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Q: Resume trading at open on Monday.How was the conference call? Txs for u usual great services & views

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Read Answer Asked by Peter on February 08, 2021

• Leon's Furniture Limited (LNF $27.50)
  • $27.50 P/E (TTM): 11.81X Cap: $1.86B
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Q: In the past, 5i mentioned that LNF has hidden real estate value. Can you elaborate a bit more on this? I assume not enough real estate to spin out a REIT in the distant future.
Thanks!

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Read Answer Asked by Grant on February 08, 2021

• Badger Infrastructure Solutions Ltd. (BDGI $52.56)
  • $52.56 P/E (TTM): 26.71X Cap: $1.77B
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Q: I’ve held BAD since it’s .un days so done well with it over the long term, and was fortunate to be able to add to my position last March taking it to 3.5% in a well diversified RRSP. I’m looking for some decent growth out of it, however, and I’m not sure this one has that over the next couple of years unless oil activity fires up again in NA (fat chance). Does BAD have potential to benefit from from all the recovery infrastructure spending and is that a catalyst worth holding/adding to BAD?

Thanks

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Read Answer Asked by Tony on February 08, 2021