Investment Q&A

Q: On Mar 29th you answered Lindsey’s question
“Why are there companies in the model portfolios that are not rated? If you are recommending them why wouldn't you rate them? “
with
"Some other companies have been added for better sector and market cap diversification within the portfolios.”

This explains why they were added but not why 5i doesn’t rate them. Assuming that you have done some due diligence in making your choice to add these companies to the portfolio why not add those companies to your list of rated stocks?

5i prides itself on unbiased research. Besides the work that is done when selecting a stock for a portfolio, what else is involved in rating a stock?

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Read Answer Asked by Rob on March 30, 2021

Q: If one uses Computershare to direct register their securities, how does Computershare make money? Tx.

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Read Answer Asked by John on March 30, 2021

• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $641M
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Q: Management keeps highlighting how much stock they have repurchased. Even on the latest earnings call Mr Goodman made that his last point. When building Paladin Labs did management utilize the same strategy or is GUD following a different path?

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Read Answer Asked by Sal on March 30, 2021

• Palantir Technologies Inc. (PLTR $153.11)
  • $153.11 P/E (TTM): 516.33X Cap: $370.41B
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Q: Have a 4% position(basically no profit) of PLTR has declined from recent $45 high.You opinion please. Buy more,hold or sell.Thanks for u usual great services & views

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Read Answer Asked by Peter on March 30, 2021

• iShares S&P Global Clean Energy Index Fund (ICLN $14.68)
  • $14.68 P/E (TTM): 30.32X Cap: $1.55B
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Q: Hi, any reason for the decline in the price of this etf since the beginning of the year? Is it a good time to add to my half position? Thanks!

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Read Answer Asked by Keith on March 29, 2021

• Intel Corporation (INTC $24.49)
  • $24.49 Cap: $107.71B
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• Pershing Square Tontine Holdings Ltd. Units each consisting of one share of Class A Common Stock and one-ninth of one Warrant to purchase one share of Class A C (PSTH.U $22.10)
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Q: Good Morning, I recently read in the FP that the new CEO of Intel Pat Gelsinger declared that "Intel is back" - Do you think that he can turn things around to participate in the huge demand for chips, and is this the time to invest?
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS

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Read Answer Asked by JORDAN on March 29, 2021

Q: Any thoughts about ARKX, should I buy it soon or wait?

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Read Answer Asked by William on March 29, 2021

Q: is it possible too short or ultra short the real estate market ? thanks

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Read Answer Asked by jim on March 29, 2021

• Enbridge Inc. (ENB $66.87)
  • $66.87 P/E (TTM): 23.44X Cap: $145.21B
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• TC Energy Corporation (TRP $71.83)
  • $71.83 P/E (TTM): 17.62X Cap: $73.86B
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• Pembina Pipeline Corporation (PPL $52.57)
  • $52.57 P/E (TTM): 17.56X Cap: $30.33B
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Q: Hi,
How would you rank the 3 pipeline companies in regards to safety of dividend, revenue growth and dividend growth.
Thank you
Ed

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Read Answer Asked by Edward on March 29, 2021

• Real Matters Inc. (REAL $6.68)
  • $6.68 Cap: $470M
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• Dye & Durham Limited (DND $10.73)
  • $10.73 Cap: $710M
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Q: I have a difficult time differentiating what each of these companies do for lawyers and lenders. How much actual overlap/competition is there?
I see there has been a fair bit of public market selling by REAL directors but then some buying late last week. How large is REAL insiders holdings commitment today compared to the last 5I report?
If there is any overlap/competition of services or perhaps synergies would it make sense for DND to acquire REAL if they could swallow it? Is DND, at 2X REAL’s market cap, large enough to acquire REAL?

Thank You
Clarence

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Read Answer Asked by Clarence on March 29, 2021

• Baidu Inc. (BIDU $101.96)
  • $101.96 P/E (TTM): 10.51X Cap: $33.76B
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Q: Your thoughts on BIDU? Too risky based on China crackdown on internet companies? Or, a buying opportunity as with all storms, this too will pass?

Thanks as always.

Dave

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Read Answer Asked by David on March 29, 2021

• Amgen Inc. (AMGN $283.64)
  • $283.64 P/E (TTM): 23.19X Cap: $150.79B
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• Merck & Company Inc. (MRK $84.71)
  • $84.71 P/E (TTM): 12.27X Cap: $209.93B
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Q: Hello,
Between AMGN and MRK, which would you sell?
Thanks.

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Read Answer Asked by Alex on March 29, 2021

• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $641M
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Q: whats popping this since earnings? Thx

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Read Answer Asked by blake on March 29, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE $10.40)
  • $10.40 P/E (TTM): 7.09X Cap: $43.79B
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• Talon Metals Corp. (TLO $0.39)
  • $0.39 Cap: $429M
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• BHP Group Ltd. (BHP $54.39)
  • $54.39 P/E (TTM): 15.75X Cap: $141.52B
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• FPX Nickel Corp. (FPX $0.24)
  • $0.24 Cap: $75M
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• Canada Nickel Company Inc. (CNC $0.89)
  • $0.89 Cap: $178M
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Q: Electric véhicules: nickel is important,what Cies would be a "safer" Investment in Canada and also on US stock exchange concerning nickel ?

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Read Answer Asked by Jean-Yves on March 29, 2021

• Miscellaneous (MISC)
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Q: There are some experts who suggest that humanity’s greatest threat is climate change, even more urgent than COVID-19. If this is true then should not all of our future decisions be filtered with a relative carbon footprint weighing.
In your opinion what is the future of the resource sector, particularly energy, in my portfolio?

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Read Answer Asked by Denis on March 29, 2021

• Vermilion Energy Inc. (VET $10.10)
  • $10.10 Cap: $1.59B
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• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.97X Cap: $12.63B
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Q: Is this a good time to consider smaller cap oil and gas stocks? Which would you recommend?

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Read Answer Asked by Rick on March 29, 2021

• goeasy Ltd. (GSY $214.54)
  • $214.54 P/E (TTM): 12.79X Cap: $3.45B
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Q: Most compelling small to mid-cap in US or Canada currently?
Thanks

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Read Answer Asked by Terry on March 29, 2021

• Alphabet Inc. (GOOG $235.17)
  • $235.17 P/E (TTM): 24.64X Cap: $2.81T
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• Vanguard S&P 500 ETF (VOO $594.96)
  • $594.96 P/E (TTM): 81.12X Cap: $687.20B
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• VanEck Morningstar Wide Moat ETF (MOAT $98.53)
  • $98.53 P/E (TTM): 65.82X Cap: $12.67B
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• Invesco S&P 500 Equal Weight ETF (RSP $188.44)
  • $188.44 P/E (TTM): 64.62X Cap: $74.46B
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Q: I listened recently to a discussion involving Cathy Wood and the principal of the Van Eck fund. Cathy Wood said that she thinks possibly fifty per cent of the s and p 500 could be negatively affected because they failed to invest in innovation. A bit scary when you own rsp or voo. On the same interview was van Eck, who seemed to agree with her. And partially for this reason they have developed MOAT. He seems to think that with these companies he circumvents the problem. Perhaps this is my reading into his comments. Wondering whether you might think it would be worthwhile to trade out of rsp and voo and into most
Thanks as always

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Read Answer Asked by joseph on March 29, 2021

• CrowdStrike Holdings Inc. (CRWD $417.63)
  • $417.63 Cap: $103.50B
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• Unity Software Inc. (U $43.82)
  • $43.82 Cap: $16.97B
  • View U Profile
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Q: What do you see as a good entry point for these two stocks for a 5 year hold? CRWD continues to drop in this sector transition and U seems to be holding around low 90s.

Any other US Stocks you would also recommend now and a sense of a good entry point for those as well?

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Read Answer Asked by Loretta on March 29, 2021

• Manulife Financial Corporation (MFC $42.48)
  • $42.48 P/E (TTM): 13.3X Cap: $72.57B
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• Sun Life Financial Inc. (SLF $79.98)
  • $79.98 P/E (TTM): 14.64X Cap: $45.43B
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• Power Corporation of Canada Subordinate Voting Shares (POW $57.96)
  • $57.96 P/E (TTM): 13.77X Cap: $37.36B
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Q: Between the 3 insurance companies, what are the pros and cons of each, if you could suggest which would be a buy today for an RRSP.

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Read Answer Asked by jessie on March 29, 2021