Investment Q&A

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Am thinking of swapping either SQ or WELL for NVEI for more growth. What are your thoughts?
Peter

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Read Answer Asked by Peter on August 30, 2021

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $60.76)
  • $60.76 Cap: $8.11B
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Q: Good Morning,
Why BIPC is going down so much in the last few days? Thank you!

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Read Answer Asked by Nhung on August 30, 2021

• CT Real Estate Investment Trust (CRT.UN $16.21)
  • $16.21 P/E (TTM): 17.06X Cap: $3.85B
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Q: What are your current thoughts on CRT.UN? Thanks.

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Read Answer Asked by Peter on August 30, 2021

Q: How can you answer a question on a specific stock when it is not specified in the question? Is there a function on the form that masks the stock subject or something? Usually, your answer identifies the stock, not the case in Patricia's question on the 30th. Please follow up.
Thank you for the great service you provide.

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Read Answer Asked by Jean on August 30, 2021

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $119.25)
  • $119.25 P/E (TTM): 91.49X Cap: $76.01B
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Q: i read somewhere that Constellation Software has a new debenture but i cannot find any information. Can you provide any further information and do you think this is a reasonable investment for a retiree with some tolerance for risk.

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Read Answer Asked by kelly on August 30, 2021

• Mosaic Company (The) (MOS $27.71)
  • $27.71 P/E (TTM): 9.96X Cap: $9.09B
  • View MOS Profile
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 182.87X Cap: $38.24B
  • View NTR Profile
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• Farmland Partners Inc. (FPI $10.31)
  • $10.31 P/E (TTM): 8.04X Cap: $451M
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• Gladstone Land Corporation (LAND $8.97)
  • $8.97 Cap: $324M
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Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan

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Read Answer Asked by DANIEL on August 30, 2021

• Lithium Americas Corp. (LAC $7.86)
  • $7.86 Cap: $1.93B
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• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X Cap: $958M
  • View NLC Profile
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• Sociedad Quimica y Minera S.A. (SQM $48.23)
  • $48.23 P/E (TTM): 18.63X Cap: $13.15B
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Q: Could you please recommend 3 or 4 lithium producers, CND or US. Always thankful. Best service available.

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Read Answer Asked by Rob on August 30, 2021

• Noront Resources Ltd. (NOT $1.10)
  • $1.10 Cap: $612M
  • View NOT Profile
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Q: What's up here? $.55 cash offer and now it's up to $.80 today?
B, S or H?

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Read Answer Asked by Tim on August 30, 2021

• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 83.55X Cap: $9.39B
  • View CS Profile
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• Copper Mountain Mining Corporation (CMMC $2.49)
  • $2.49 Cap: $441M
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Q: I would like to invest in the expected future demand for copper. What are your favorite companies in this space.
Thanks for your thoughts.
Ian

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Read Answer Asked by Ian on August 30, 2021

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
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Q: There has been recent news (which I did not think was extremely material) but there seems to have been a very strong recovery based on this? Thoughts on this company in the near term and longer term?

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Read Answer Asked by Shyam on August 30, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Thoughts on this stock and valuation/growth? It has fallen a bit... wondering if I should sell or not

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Read Answer Asked by Max on August 30, 2021

• M/I Homes Inc. (MHO $126.35)
  • $126.35 P/E (TTM): 7.19X Cap: $3.26B
  • View MHO Profile
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• NVR Inc. (NVR $7,245.71)
  • $7,245.71 P/E (TTM): 15.78X Cap: $21.04B
  • View NVR Profile
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Q: Hi, Between these two which one would you pick. Already have a half position in NVR..Should I add to that or buy some MHO? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on August 30, 2021

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
  • View AMZN Profile
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
  • View MSFT Profile
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Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc

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Read Answer Asked by Marc on August 30, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: What are your thoughts on SQ.US compared to NVEI.TO for growth
thanks
Peter

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Read Answer Asked by Peter on August 30, 2021

• Dell Technologies Inc. Class C (DELL $161.01)
  • $161.01 P/E (TTM): 23.69X Cap: $110B
  • View DELL Profile
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Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?

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Read Answer Asked by J on August 30, 2021

• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 32.03X Cap: $1.78B
  • View SPB Profile
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• Alaris Equity Partners Income Trust (AD.UN $19.59)
  • $19.59 P/E (TTM): 6.38X Cap: $881M
  • View AD.UN Profile
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• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.2X Cap: $3.94B
  • View EIF Profile
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Q: Which stock of these three do you prefer and what order would you put them in.

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Read Answer Asked by don on August 30, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
  • View ROKU Profile
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
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• Lightspeed Commerce Inc. Subordinate (LSPD $11.72)
  • $11.72 Cap: $1.68B
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• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.69B
  • View U Profile
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• Upstart Holdings Inc. (UPST $44.96)
  • $44.96 Cap: $4.32B
  • View UPST Profile
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Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB

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Read Answer Asked by bob on August 30, 2021

Q: Please explain where a bought deal is announced by a Company with a broker at a discount to the share price at the time of announcement, where the institution then "shorts' the stock to cover the PP. Rookie question, but the only dumb question is the one not asked.

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Read Answer Asked by Kelly on August 30, 2021

• Canaccord Genuity Group Inc. Cumulative 5-Year Rate Reset First Preferred Shares Series A (CF.PR.A $21.10)
  • $21.10 Cap: $1.18B
  • View CF.PR.A Profile
  • View Questions on CF.PR.A

Q: Hi 5i,

If your recommendation is to use the 3 month T-Bill alternative, what do you see as the high for this rate over the next 5 years?

Thanks for your guess.

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Read Answer Asked by John on August 30, 2021

• Hims & Hers Health Inc. Class A (HIMS $44.06)
  • $44.06 P/E (TTM): 59.65X Cap: $10.53B
  • View HIMS Profile
  • View Questions on HIMS

Q: What do you think about this one here? Got a tip about it and it looks beaten down.

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Read Answer Asked by Danielle on August 30, 2021