Investment Q&A

• Amplify Cybersecurity ETF (HACK $77.91)
  • $77.91 P/E (TTM): 35.21X Cap: $1.96B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $65.15)
  • $65.15 P/E (TTM): 33.62X Cap: $9.83B
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• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
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Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray

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Read Answer Asked by Murray on January 05, 2021

• Booking Holdings Inc. (BKNG $4,241.26)
  • $4,241.26 P/E (TTM): 25.53X Cap: $134.33B
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• Starbucks Corporation (SBUX $99.15)
  • $99.15 P/E (TTM): 82.63X Cap: $112.95B
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• TELUS Corporation (T $18.01)
  • $18.01 P/E (TTM): 25.01X Cap: $28.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 133.46X Cap: $220.17B
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• Vanguard S&P 500 Index ETF (VFV $161.80)
  • $161.80 P/E (TTM): 26.01X Cap: $27.65B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.61)
  • $101.61 Cap: $2.25B
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• Veeva Systems Inc. Class A (VEEV $178.88)
  • $178.88 P/E (TTM): 34.87X Cap: $29.40B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
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• Trane Technologies plc (TT $422.40)
  • $422.40 P/E (TTM): 32.54X Cap: $93.49B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.85)
  • $53.85 Cap: $7.88B
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• Unity Software Inc. (U $19.43)
  • $19.43 Cap: $8.41B
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Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

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Read Answer Asked by Roy on January 05, 2021

• iShares Core Canadian Universe Bond Index ETF (XBB $27.94)
  • $27.94 P/E (TTM): 31.38X Cap: $9.88B
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• PH&N Inflation-Linked Bond Fund Series D (RBF1650 $7.19)
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Q: Please comment on the timing of taking a position in RBF1650 as an income investment. What is the risk compared to XBB? Inflation is one of the biggest worries for Canadians currently. Happy New Year to everyone at 5i. Thank you

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Read Answer Asked by Richard on January 05, 2021

• JPMorgan Chase & Co. (JPM $283.44)
  • $283.44 P/E (TTM): 14.16X Cap: $764.44B
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• Lennar Corporation Class A (LEN $94.96)
  • $94.96 P/E (TTM): 11.9X Cap: $23.51B
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• Southwest Airlines Company (LUV $38.75)
  • $38.75 P/E (TTM): 45.06X Cap: $19.03B
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• Sonic Automotive Inc. (SAH $59.89)
  • $59.89 P/E (TTM): 29.5X Cap: $2B
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• MarineMax Inc. (FL) (HZO $25.42)
  • $25.42 Cap: $559M
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Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!

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Read Answer Asked by Grant on January 05, 2021

• Lockheed Martin Corporation (LMT $646.00)
  • $646.00 P/E (TTM): 30.06X Cap: $148.63B
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Q: I would like to have your outlook on LMT for 2021.
Do you consider the company with good fundamentals and stable balance sheet?
Do you recommend holding a position on the stock?
Thank you

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Read Answer Asked by Kristelle on January 05, 2021

Q: Peter; If the Georgia election is “ overwhelming “ in the Democrats favour - basically rejecting the Trumpaffoon - is this a market changer and possibly the end of the clown politics? Crystal ball question I realize. Thanks . Rod

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Read Answer Asked by Rodney on January 05, 2021

• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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• Atlassian Corporation (TEAM $75.21)
  • $75.21 Cap: $19.83B
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• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
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Q: Hi Peter, Ryan and Team,

Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?

Thanks.

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Read Answer Asked by Marvin on January 05, 2021

• Palantir Technologies Inc. (PLTR $150.95)
  • $150.95 P/E (TTM): 239.6X Cap: $360.87B
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• Unity Software Inc. (U $19.43)
  • $19.43 Cap: $8.41B
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Q: Hello Team, do you feel both these stocks are buys and how would you rank them for short term growth and momentum? Long term growth and momentum.
Thanks,
Barry

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Read Answer Asked by Barry on January 05, 2021

• BMO MSCI Emerging Markets Index ETF (ZEM $28.28)
  • $28.28 P/E (TTM): 6.55X Cap: $2.80B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.46)
  • $46.46 P/E (TTM): 23.12X Cap: $18.42B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $37.19)
  • $37.19 P/E (TTM): 9.99X Cap: $3.55B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.57)
  • $44.57 P/E (TTM): 6.04X Cap: $3.59B
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• iShares Latin America 40 ETF (ILF $33.15)
  • $33.15 P/E (TTM): 2.2X Cap: $3.99B
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• iShares MSCI Brazil ETF (EWZ $35.49)
  • $35.49 P/E (TTM): 55.54X Cap: $9B
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Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!

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Read Answer Asked by Henry on January 04, 2021

• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.03B
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• Think Research Corporation (THNK $0.32)
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Q: what are the differences between the services provided by THNK and WELL ? if there are many similarities will THNK compete with WELL in the future acquisition of companies in the digital and non digital field ? thanks Richard

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Read Answer Asked by richard on January 04, 2021

• Think Research Corporation (THNK $0.32)
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Q: Thoughts on this newly public company? Who are it’s competitors in the space? Does management have a good track record? Insider ownership?

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Read Answer Asked by Robert on January 04, 2021

• Think Research Corporation (THNK $0.32)
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Q: What are your thoughts on Think Research IPO.
Is it a buy, Sell or Hold. What business are they doing.

Thanks for the great service

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Read Answer Asked by Hector on January 04, 2021

• Snowflake Inc. (SNOW $178.66)
  • $178.66 Cap: $61.13B
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Q: 5i
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C

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Read Answer Asked by Bill on January 04, 2021

• ChargePoint Holdings Inc Cl A (SBE $30.83)
  • $30.83 P/E (TTM): 2048.3X Cap: $1.21B
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Q: I've been told this company already owns 60% of the charging stations in the U.S. and is set to have major future growth. Would you agree with such an opinion?

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Read Answer Asked by Anthony on January 04, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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Q: Can you compare the two companies?
Thanks.

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Read Answer Asked by Liping on January 04, 2021

• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
  • View CRWD Profile
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Q: HAPPY NEW YEAR TO ALL. Whats happening to CRWD? Its down 5% as I type. Naturally I just bought more last week....!
Thank you for a very good 2020.

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Read Answer Asked by El-ann on January 04, 2021

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X
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Q: Peter - happy new year to you and the 5i team! Thanks for your great service.

I have been interested in this stock for some time but have held off purchasing shares simply because it seems to be very thinly traded. Today, for example, even with National Bank raising its target to $45.50 per share, there is a bit of a bump in volume but still a $1 spread between bid and ask.

What's up with this stock and how should one purchase shares given its weird trading patterns? I usually use limit orders but a bit hard to find a suitable buy price with this one.

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Read Answer Asked by David on January 04, 2021

• ChargePoint Holdings Inc Cl A (SBE $30.83)
  • $30.83 P/E (TTM): 2048.3X Cap: $1.21B
  • View SBE Profile
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Q: Would appreciate your comments on this stock? Thanks & Happy New Year!

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Read Answer Asked by Austin on January 04, 2021

Q: Hi,
Is the Brookfield family not the majority shareholder of Brookfield Properties ? If so, I do not see how the present offer would be turned down or increased.

Thank you

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Read Answer Asked by Guy on January 04, 2021

Q: Can you give me your favorite small to midcap gold,silver,and copper for next year.Thanks

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Read Answer Asked by Don on January 04, 2021