Investment Q&A

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.39B
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• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $443M
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• Celsius Holdings Inc. (CELH $60.19)
  • $60.19 P/E (TTM): 186.42X Cap: $15.52B
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• Magnite Inc. (MGNI $25.33)
  • $25.33 P/E (TTM): 77.94X Cap: $3.60B
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Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

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Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $315.80)
  • $315.80 P/E (TTM): 22.41X Cap: $219.75B
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• Mastercard Incorporated (MA $593.21)
  • $593.21 P/E (TTM): 40.39X Cap: $541.46B
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• Visa Inc. (V $348.82)
  • $348.82 P/E (TTM): 34.18X Cap: $676.69B
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Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

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Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $4.41)
  • $4.41 Cap: $246M
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Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

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Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
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Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

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Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: What I should know about Sleep Country,what's with price action today ? Thanks

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Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $6.62)
  • $6.62 P/E (TTM): 22.65X Cap: $794M
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Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

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Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
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Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

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Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

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Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
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• Brookfield Asset Management Inc Class A Limited (BAM $60.10)
  • $60.10 P/E (TTM): 41.72X Cap: $96.94B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.09)
  • $25.09 Cap: $16.50B
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Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

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Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
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• Brompton European Dividend Growth ETF (EDGF $11.59)
  • $11.59 P/E (TTM): 42.8X Cap: $34M
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Q: Could I have your view on the following companies.

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Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

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Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

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Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

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Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $19.36)
  • $19.36 P/E (TTM): 57.2X Cap: $28M
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Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

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Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $17.96)
  • $17.96 P/E (TTM): 39.76X Cap: $164M
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• Global X Active Global Dividend ETF (HAZ $39.72)
  • $39.72 P/E (TTM): 68.71X Cap: $526M
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• iShares Canadian Financial Monthly Income ETF (FIE $8.95)
  • $8.95 P/E (TTM): 17.77X Cap: $1.15B
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• iShares Diversified Monthly Income ETF (XTR $11.53)
  • $11.53 P/E (TTM): 9.82X Cap: $360M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.95)
  • $23.95 P/E (TTM): 41.29X Cap: $161M
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• Dynamic Active Global Dividend ETF (DXG $73.38)
  • $73.38 P/E (TTM): 104.05X Cap: $825M
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• Purpose Multi-Asset Income Fund (PINC $19.59)
  • $19.59 P/E (TTM): 0.11X Cap: $61M
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Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

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Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $24.52)
  • $24.52 P/E (TTM): 40.82X Cap: $723M
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• BMO Equal Weight Industrials Index ETF (ZIN $45.87)
  • $45.87 P/E (TTM): 39.94X Cap: $38M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.20)
  • $60.20 P/E (TTM): 24.19X Cap: $322M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.65)
  • $76.65 P/E (TTM): 1.29X Cap: $643M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $30.54)
  • $30.54 P/E (TTM): 103.9X Cap: $268M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.02)
  • $16.02 P/E (TTM): 30.38X Cap: $1.49B
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.79)
  • $48.79 P/E (TTM): 1.66X Cap: $3.15B
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• BMO Aggregate Bond Index ETF (ZAG $13.69)
  • $13.69 Cap: $11.12B
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• CI Morningstar Canada Momentum Index ETF (WXM $37.79)
  • $37.79 P/E (TTM): 27.0X Cap: $681M
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• Vanguard Balanced ETF Portfolio (VBAL $35.40)
  • $35.40 P/E (TTM): 15.14X Cap: $3.78B
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• Vanguard Growth ETF Portfolio (VGRO $40.63)
  • $40.63 P/E (TTM): 0.01X Cap: $7.47B
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• AGFIQ Global ESG Factor ETF (QEF)
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Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

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Read Answer Asked by D on February 05, 2021

Q: At time of writing this question, AT is up 17 percent. Can't find any news. Can you shed some light on the rise today.

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Read Answer Asked by Bruce on February 05, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $9.08)
  • $9.08 P/E (TTM): 31.87X Cap: $59M
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Q: TD Webbroker indicates that the etf HMMJ pays a 4.2% dividend. Where does the money come from to do this since their top 10 holdings, comprising 88% of their portfolio, pay next to nothing in dividends?

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Read Answer Asked by Myles on February 05, 2021

• Canaccord Genuity Group Inc. 6.25% Convertible Unsecured Senior Subordinated Debentures (CF.DB.A $124.86)
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Q: I was reading that CF may be redeeming these convertible debentures starting April 1, 2021. Is that true? Could you provide the details please? What would you recommend that I do as I own this convertible debenture? Thank you.

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Read Answer Asked by Robert on February 05, 2021