Investment Q&A

• iShares Self-Driving EV and Tech ETF (IDRV $37.70)
  • $37.70 P/E (TTM): 23.48X Cap: $165M
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• Global X Autonomous & Electric Vehicles ETF (DRIV $29.40)
  • $29.40 P/E (TTM): 4.77X Cap: $331M
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Q: Is there an ETF in Canada or the US that provides exposure to the EV trend that includes both vehicles, charging and batteries?

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Read Answer Asked by Rachel on November 10, 2021

• AutoCanada Inc. (ACQ $22.54)
  • $22.54 P/E (TTM): 14.3X Cap: $521M
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Q: ACQ seems to have had a good quarter, but not reflected in their stock. May I have your comments on their earnings please.

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Read Answer Asked by Vinod on November 10, 2021

• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 42.42X Cap: $4.23T
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• Booking Holdings Inc. (BKNG $5,345.47)
  • $5,345.47 P/E (TTM): 34.79X Cap: $172.30B
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• iShares Russell 2000 Growth ETF (IWO $324.28)
  • $324.28 P/E (TTM): 22.72X Cap: $13.13B
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• iShares Biotechnology ETF (IBB $166.19)
  • $166.19 P/E (TTM): 21.3X Cap: $8.40B
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• Global X Robotics & AI Index ETF (RBOT $32.80)
  • $32.80 P/E (TTM): 5.81X Cap: $60M
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• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $120.31B
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Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.

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Read Answer Asked by Adam on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.64)
  • $8.64 Cap: $6.63B
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• Alaris Equity Partners Income Trust (AD.UN $21.08)
  • $21.08 P/E (TTM): 5.52X Cap: $955M
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• Boralex Inc. Class A Shares (BLX $25.32)
  • $25.32 Cap: $2.60B
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• LifeWorks Inc. (LWRK $32.27)
  • $32.27 P/E (TTM): 85.12X Cap: $2.24B
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Q: Hi 5i Team.

Really enjoy this service.

I am primarily an income investor and will be retiring within the next few months.

No pension.

Need to make some adjustments to my non-income holdings.

Have most of the Income Portfolio.

Looking for 5 - 10 new ideas. Preferably with a little higher yield but still reasonably safe and enough growth to keep up with inflation.

Thanks very much for you help.

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Read Answer Asked by Dave on November 10, 2021

• Sierra Metals Inc. (SMT $1.14)
  • $1.14 P/E (TTM): 8.0X Cap: $242M
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Q: Thoughts on the latest earnings and guidance going forward? Would this be one of your preferred copper plays, and would the next few days be a good time to buy? Thx.

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Read Answer Asked by Henry on November 10, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• BSR Real Estate Investment Trust (HOM.UN $16.95)
  • $16.95 Cap: $661M
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Q: What did you think of their q3 results? Seems like the company is benefiting from exposure to the strong texas market. How does the valuation/growth compare to to other alternatives? Thanks

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Read Answer Asked by Scott on November 10, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.71)
  • $37.71 P/E (TTM): 98.34X Cap: $5.94B
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• Colliers International Group Inc. Subordinate Voting Shares (CIGI $202.02)
  • $202.02 P/E (TTM): 62.77X Cap: $10.24B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
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Q: How was their q3? Did it beat expectations? What do you think of this reit relative to alternatives?

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Read Answer Asked by Scott on November 10, 2021

Q: Definity Financial Corp is currently being marketed for an IPO with a price range of $19 - $22. Given the information available what are your initial thoughts? Would you participate?

Thanks - Phil

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Read Answer Asked by philip on November 10, 2021

Q: Any input on this ipo would be appreciated!

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Read Answer Asked by Todd on November 10, 2021

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.63)
  • $12.63 P/E (TTM): 29.23X Cap: $3.70B
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Q: DIR is up 25% since June. Do you think this REIT is now overvalued or fairly valued and what are your thoughts about its growth prospects in the next 2 to 3 years?

Thanks for the great service.

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Read Answer Asked by David C. on November 10, 2021

Q: Any thoughts on this ipo? Have they tried before as when read the description, it mentions reworked?

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Read Answer Asked by Todd on November 10, 2021

Q: Hi
Thoughts on the Coveo IPO ? thank you

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Read Answer Asked by francis on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.64)
  • $8.64 Cap: $6.63B
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Q: hi, Ben Pham of BMO has a report out today on AQN. do you agree with the assessment, and do you see this as a good buy price? this would most likely be a long term hold for me. cheers, Chris

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Read Answer Asked by chris on November 10, 2021

• Boyd Group Services Inc. (BYD $223.00)
  • $223.00 P/E (TTM): 217.31X Cap: $6.20B
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Q: Hello 5i
Please let us know what the market is objecting to on BYDs report.
Many thanks,

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Read Answer Asked by Kat on November 10, 2021

• Boyd Group Services Inc. (BYD $223.00)
  • $223.00 P/E (TTM): 217.31X Cap: $6.20B
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Q: Your link to Cheryl's question still does not work


Sheldon

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Read Answer Asked by Sheldon on November 10, 2021

• Boyd Group Services Inc. (BYD $223.00)
  • $223.00 P/E (TTM): 217.31X Cap: $6.20B
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Q: Hi Peter, Ryan, and Team

Re: Cheryl's question -- Could you please post a link showing your comments on Boyd's earnings? I searched and can't find it.

Thanks!

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Read Answer Asked by Jerry on November 10, 2021

• Boyd Group Services Inc. (BYD $223.00)
  • $223.00 P/E (TTM): 217.31X Cap: $6.20B
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Q: Please comment on earnings

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Read Answer Asked by Agata on November 10, 2021

• Boyd Group Services Inc. (BYD $223.00)
  • $223.00 P/E (TTM): 217.31X Cap: $6.20B
  • View BYD Profile
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Q: Please comment on their latest quarterly report. Thank you.

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Read Answer Asked by Cheryl on November 10, 2021

• Global X Big Data & Hardware Index ETF (HBGD $45.37)
  • $45.37 P/E (TTM): 30.17X Cap: $36M
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Q: Considering that this ETF is small with short history, are there other ETF's actively or passively managed or other mutual funds that resembles this one? Drilling down in the content of this ETF do you consider it much different from other science and technology fund/etf? Appreciate your opinion on the prospect of this ETF? Thanks

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Read Answer Asked by Saad on November 10, 2021

• Kulicke and Soffa Industries Inc. (KLIC $45.61)
  • $45.61 Cap: $2.38B
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• null (SGH)
  • P/E (TTM): 72.59X
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• Nova Ltd. (NVMI $312.78)
  • $312.78 Cap: $8.81B
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Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?

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Read Answer Asked by TRINA on November 10, 2021