Investment Q&A

• lululemon athletica inc. (LULU $172.43)
  • $172.43 P/E (TTM): 11.43X Cap: $18.99B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $91.42)
  • $91.42 P/E (TTM): 37.56X Cap: $10.34B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.46)
  • $18.46 P/E (TTM): 97.16X Cap: $1.79B
  • View GOOS Profile
  • View Questions on GOOS
• QuantumScape Corporation Class A (QS $16.14)
  • $16.14 Cap: $8.69B
  • View QS Profile
  • View Questions on QS

Q: Which clothing company do you prefer between lulu, goos and atz short term and long term?

Is QS attractive back in the $60 range, or what price should you find it attractive if any at this point?

Thanks very much
Brian

Upvote 0

Read Answer Asked by Brian on January 06, 2021

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $172.92)
  • $172.92 P/E (TTM): 35.03X Cap: $2.77B
  • View ZQQ Profile
  • View Questions on ZQQ
• First Trust ISE Cloud Computing Index Fund (SKYY $134.43)
  • $134.43 P/E (TTM): 35.51X Cap: $3.21B
  • View SKYY Profile
  • View Questions on SKYY
• ARK Innovation ETF (ARKK $90.01)
  • $90.01 P/E (TTM): 39.1X Cap: $8.23B
  • View ARKK Profile
  • View Questions on ARKK
• TD Global Technology Leaders Index ETF (TEC $54.06)
  • $54.06 P/E (TTM): 0.67X Cap: $3.45B
  • View TEC Profile
  • View Questions on TEC

Q: My Grandson is 10 month old. Looking for a tech ETF for his RESP. Would you list your number 1 - 4 picks.

Upvote 0

Read Answer Asked by David on January 06, 2021

• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $46.39)
  • $46.39 P/E (TTM): 5.67X Cap: $546M
  • View QCLN Profile
  • View Questions on QCLN

Q: Happy New Year Peter,
which one of the following clean energy ETFs would you choose and WHY?
QCLN NASDAQW Clean Edge Green Energy ETF
or
ACES Alps Clean Energy ETF
Is clean energy a good sector to be invested in for the long haul?
Thanks
Ron

Upvote 0

Read Answer Asked by Ron on January 06, 2021

• Mawer Global Small Cap Fund Series A (MAW150 $17.06)
  • $17.06 P/E (TTM): 17.4X Cap: $844M
  • View MAW150 Profile
  • View Questions on MAW150
• Mawer Global Equity Fund Series A (MAW120 $47.97)
  • $47.97 P/E (TTM): 16.7X Cap: $1.39B
  • View MAW120 Profile
  • View Questions on MAW120
• Capital Group Global Equity Fund (Canada) Ser D (CIF833 $65.58)
  • $65.58 P/E (TTM): 18.8X Cap: $162M
  • View CIF833 Profile
  • View Questions on CIF833
• PH&N Global Equity Fund Series D (RBF1370 $37.57)
  • $37.57 P/E (TTM): 19.3X
  • View RBF1370 Profile
  • View Questions on RBF1370

Q: Thx for mentioning these 2 actively global managed mutual funds in March for my RSP. I am looking for 1 more that 5i likes. I prefer a global mutual fund with a reasonable MER. Thx

Upvote 0

Read Answer Asked by blake on January 06, 2021

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.05)
  • $31.05 P/E (TTM): 4.94X Cap: $2.48B
  • View XEI Profile
  • View Questions on XEI
• Purpose Core Dividend Fund (PDF $37.42)
  • $37.42 P/E (TTM): 17.03X Cap: $200M
  • View PDF Profile
  • View Questions on PDF
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.84)
  • $103.84 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG

Q: I own XEI in a TFSA and am looking for better growth prospects with an ETF or MF. I prefer CDN denominated but with some US holdings is fine. Thanks Cal

Upvote 0

Read Answer Asked by Calvin on January 06, 2021

• Whitecap Resources Inc. (WCP $10.30)
  • $10.30 P/E (TTM): 7.16X Cap: $12.87B
  • View WCP Profile
  • View Questions on WCP
• Freehold Royalties Ltd. (FRU $13.59)
  • $13.59 P/E (TTM): 17.6X Cap: $2.22B
  • View FRU Profile
  • View Questions on FRU

Q: I own a small position on both and would like to consolidate. Into 1 position. Which of the two would be your preference for growth and which is of the least risk.

Thanks

Wayne

Upvote 0

Read Answer Asked by Wayne on January 06, 2021

Q: I guess that the model portfolio is the balanced portfolio??

Upvote 0

Read Answer Asked by JAMES on January 06, 2021

Q: what is the forecast EPS for topicus? who are the major competitors? what exchanges will topicus trade? who are the 3 major shareholders and what percent of equity will they own? thanks Richard

Upvote 0

Read Answer Asked by richard on January 06, 2021

• Becton Dickinson and Company (BDX $191.00)
  • $191.00 P/E (TTM): 34.48X Cap: $54.20B
  • View BDX Profile
  • View Questions on BDX

Q: Which companies would you suggest to buy now that would be in the business of producing and selling medical supplies for the vaccination process?

Upvote 0

Read Answer Asked by serge on January 06, 2021

• Galaxy Digital Inc. Class A common stock (GLXY $55.61)
  • $55.61 Cap: $19.91B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi
I want to know is it proper time to buy GLXY?
Is it good for me to consist 5 to 10 percent of my prtfoilo with this share? 5th jan 2021

Upvote 0

Read Answer Asked by Mahdi on January 06, 2021

Q: Would you recommend ATCO for a 3 to 5 year hold or would Fortis or Emera be a better choice? Also, why has ATCO gone down so much in the past 6 months.

Thank-you.

Upvote 0

Read Answer Asked by David M. on January 06, 2021

• FPX Nickel Corp. (FPX $0.50)
  • $0.50 Cap: $173M
  • View FPX Profile
  • View Questions on FPX
• Canada Nickel Company Inc. (CNC $1.13)
  • $1.13 Cap: $230M
  • View CNC Profile
  • View Questions on CNC

Q: Could I please have your opinion on Canadian nickel mining companies with a few suggestions. Thanks.

Upvote 0

Read Answer Asked by John on January 06, 2021

• Sangoma Technologies Corporation (STC $6.79)
  • $6.79 Cap: $224M
  • View STC Profile
  • View Questions on STC
• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• WELL Health Technologies Corp. (WELL $4.97)
  • $4.97 Cap: $1.23B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi 5i - what are your 5 top growth stocks for a 10 year hold across the portfolios? Im looking at XBC, WELL, LSPD, SHOP and STC, but interested in your favorites right now. Thanks, Neil

Upvote 0

Read Answer Asked by Neil on January 06, 2021

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

Q: Are we approaching a point where we should be cautious about putting new funds to work in the Balanced Equity 5iPortfolio? Valuations are high and for some reason one of the world’s best investors is sitting on mountains of cash?

Upvote 0

Read Answer Asked by Ian on January 06, 2021

• Real Matters Inc. (REAL $7.34)
  • $7.34 Cap: $547M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Redfin Corporation (RDFN)
  • Cap: $1.43B
  • View RDFN Profile
  • View Questions on RDFN
• Zillow Group Inc. (Z $74.66)
  • $74.66 Cap: $16.94B
  • View Z Profile
  • View Questions on Z
• Opendoor Technologies Inc (OPEN $7.37)
  • $7.37 Cap: $5.26B
  • View OPEN Profile
  • View Questions on OPEN

Q: After reading Opendoors convincing investor presentation, I'm looking to start a position in an ibuying company. How would you rank these three companies in terms of overall growth? (rdfn/open/z) Do you know of any Canadian listed companies that take part in this?

Thanks

Upvote 0

Read Answer Asked by dan on January 06, 2021

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

Q: What stocks within the Balanced Equity 5i Portfolio are best positioned for stronger returns in 2021?

Upvote 0

Read Answer Asked by Ian on January 06, 2021

• Russel Metals Inc. (RUS $40.94)
  • $40.94 P/E (TTM): 14.02X Cap: $2.25B
  • View RUS Profile
  • View Questions on RUS

Q: I would appreciate your outlook and opinion on RUS.CA and is the dividend safe? Thanks
Bill

Upvote 0

Read Answer Asked by William on January 06, 2021

• MEDIFAST INC (MED $12.72)
  • $12.72 P/E (TTM): 39.15X Cap: $142M
  • View MED Profile
  • View Questions on MED
• WW International Inc. (WW)
  • P/E (TTM): 1.92X Cap: $291M
  • View WW Profile
  • View Questions on WW

Q: Hi group do you think will weight reduction companies like weight watchers / Jenny Craig will do well when we get back to work and economy improves. ? lots of folks have really gained a lot of weight from working from home. looks like a up/coming runway? Which companied do you like in this space /what sector does it fit in . Appreciate your expertise /help

Upvote 0

Read Answer Asked by Terence on January 06, 2021

Q: What are your thoughts on oil supply and demand? I know you favour Parex and Suncor. Do you have a price deck you are working off, or oil and gas forecasts? With Brent and WTI at or above USD50, I would think there are some companies with a ton of operating leverage.

What companies have the most torque if oil goes to $60 this year?

Upvote 0

Read Answer Asked by Bruce on January 06, 2021

• Agnico Eagle Mines Limited (AEM $250.46)
  • $250.46 P/E (TTM): 35.81X Cap: $122.86B
  • View AEM Profile
  • View Questions on AEM

Q: If I am purchasing AEM today, would you purchase a full position or part of. This would be my only gold play.
Would you also give me your clarification as to what type of stock you would purchase in a TFSA and which in an RSP.
Many Thanks,
Regards

Upvote 0

Read Answer Asked by Loretta on January 06, 2021