Investment Q&A

• NVIDIA Corporation (NVDA $174.51)
  • $174.51 P/E (TTM): 44.1X Cap: $4.15T
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• Constellation Software Inc. (CSU $3,317.30)
  • $3,317.30 P/E (TTM): 75.35X Cap: $70.24B
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• Kinaxis Inc. (KXS $176.99)
  • $176.99 P/E (TTM): 105.86X Cap: $4.92B
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• Atlassian Corporation (TEAM $164.80)
  • $164.80 Cap: $42.61B
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• The Trade Desk Inc. (TTD $37.15)
  • $37.15 P/E (TTM): 42.11X Cap: $17.97B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.62)
  • $16.62 Cap: $2.20B
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• Unity Software Inc. (U $45.03)
  • $45.03 Cap: $18.73B
  • View U Profile
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Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).

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Read Answer Asked by Paul on November 17, 2020

• Teladoc Health Inc. (TDOC $7.13)
  • $7.13 Cap: $1.28B
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• WELL Health Technologies Corp. (WELL $3.89)
  • $3.89 Cap: $990M
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Q: Hi 5i team,

With the recent pull back, will this be a good entry point for these stocks? Can you also comment on the valuation?

Thanks,

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Read Answer Asked by Kate on November 17, 2020

• Devon Energy Corporation (DVN $36.04)
  • $36.04 P/E (TTM): 8.26X Cap: $23.17B
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• Suncor Energy Inc. (SU $58.50)
  • $58.50 P/E (TTM): 13.57X Cap: $70.84B
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• Enbridge Inc. (ENB $64.50)
  • $64.50 P/E (TTM): 24.56X Cap: $141.04B
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• Pason Systems Inc. (PSI $11.96)
  • $11.96 P/E (TTM): 15.34X Cap: $938M
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• State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP $125.65)
  • $125.65 P/E (TTM): 11.35X Cap: $1.79B
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Q: I have the the above exposures to the oil industry and I would like to reduce them. Can you please rank them in terms of recovery/return potential in the next year or two?

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Read Answer Asked by Mahdi on November 17, 2020

• WELL Health Technologies Corp. (WELL $3.89)
  • $3.89 Cap: $990M
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Q: Re Well Health Technologies, you recently saud that it will go much higher or not at all. Why is this, and roughly what do you think the odds of it going much higher are, thanks?

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Read Answer Asked by Pat on November 17, 2020

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Cap: $601M
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Q: I keep this company and think of it as keeping cash around. Mr. Goodman and I made a lot of money on Paladin and I mean a lot but if he has plans for Knight I sure have not figured them out. Would you have anything to add? I think most investors are tired of waiting or have already moved on. Appreciate your thought. THANKS

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Read Answer Asked by John on November 17, 2020

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.40)
  • $44.40 P/E (TTM): 20.67X Cap: $502M
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• Vanguard FTSE Emerging Markets ETF (VWO $53.69)
  • $53.69 P/E (TTM): 4.67X Cap: $100.44B
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• Vanguard FTSE Developed Markets ETF (VEA $62.56)
  • $62.56 P/E (TTM): 11.79X Cap: $177.87B
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• Vanguard International High Dividend Yield ETF (VYMI $89.70)
  • $89.70 P/E (TTM): 17.74X Cap: $12.72B
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Q: hello 5i team
i just read one of the articles you recommended to us stating that the consensus amongst money managers is that European stocks will do better than US stocks in the coming years. they give various reasons for this view. i was wondering what your thoughts were on this thesis. i am a little light on foreign equities but have been a bit hesitant to add any. But now i am rethinking this. if you see this as more or less an accurate perception of the investing reality today would you think that the etf’s mentionned would provide the coverage needed?
as always thanks for your expertise

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Read Answer Asked by joseph on November 17, 2020

• GoodRx Holdings Inc. (GDRX $2.74)
  • $2.74 P/E (TTM): 31.72X Cap: $943M
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Q: Can u discuss the huge drop in good Rx today
Do u consider it a buy or a compelling buy at this price $33us
Thanks for your opinion

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Read Answer Asked by Indra on November 17, 2020

• CAE Inc. (CAE $41.20)
  • $41.20 P/E (TTM): 29.36X Cap: $12.68B
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• Kinaxis Inc. (KXS $176.99)
  • $176.99 P/E (TTM): 105.86X Cap: $4.92B
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Q: CAE is down today. Based on their announcements of today, at what price would you think this should be purchased.
KXS is still reeling downward... would you suggest buying at todays price or do you believe there is still more downward stress?

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Read Answer Asked by ed on November 17, 2020

• Richards Packaging Income Fund (RPI.UN $30.25)
  • $30.25 P/E (TTM): 15.1X Cap: $335M
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Q: Hi Peter
Read your article in the NP on the week. Following your comment on selling some of your winners, would you consider RPI be one of them. Own for many years and had to reduce my holding in my TSFA. Still over 5% of my portfolio with a profit of over 460%.

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Read Answer Asked by ray on November 17, 2020

• TerrAscend Corp. (TER $2.38)
  • $2.38 Cap: $576M
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Q: Could you comment on TER

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Read Answer Asked by tom on November 17, 2020

• WELL Health Technologies Corp. (WELL $3.89)
  • $3.89 Cap: $990M
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Q: What would you suggest as a good entry point for WELL for a longterm hold
Thank you

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Read Answer Asked by Josette on November 17, 2020

• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
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Q: Would you be able to explain the pop in SAFM today?
Tyson Foods has been mentioned as a possible acquirer. They reported good results today. Could this affect a possible acquisition or did SAFM just increase with expectation of a similar good qtr? SAFM reports in mid December.
Thanks for your great insights.
Ian

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Read Answer Asked by Ian on November 17, 2020

• NIO Inc. American depositary shares each representing one Class A (NIO $4.96)
  • $4.96 Cap: $10.91B
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Q: Despite the massive gain this year, could you see starting a small position with a 5 year plus outlook? Would you expect a drop at year end with large players locking in some gains? Thx as always for outstanding advice.

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Read Answer Asked by Brian on November 17, 2020

• GURU Organic Energy Corp. (GURU $4.96)
  • $4.96 Cap: $144M
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Q: Any insight?
thanks great service!!

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Read Answer Asked by BENOIT on November 17, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.04)
  • $32.04 P/E (TTM): 4.66X Cap: $2.75B
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• iShares Diversified Monthly Income ETF (XTR $11.70)
  • $11.70 P/E (TTM): 16.83X Cap: $365M
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• Vanguard Retirement Income ETF Portfolio (VRIF $26.38)
  • $26.38 P/E (TTM): 15.68X Cap: $301M
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Q: Hey there,
All of these etfs pay good dividends for a retiree. Can you compare/contrast the risks associated with each and in particular, and is there any compelling reason to switch to VRIF?

Thanks

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Read Answer Asked by kelly on November 17, 2020

• Constellation Software Inc. (CSU $3,317.30)
  • $3,317.30 P/E (TTM): 75.35X Cap: $70.24B
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Q: What do we make of the CSU release this morning?
Thanks

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Read Answer Asked by Herm on November 17, 2020

• BMO Canadian Dividend ETF (ZDV $27.15)
  • $27.15 P/E (TTM): 13.11X Cap: $1.39B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.45)
  • $50.45 P/E (TTM): 20.73X Cap: $21.25B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.30)
  • $61.30 P/E (TTM): 5.9X Cap: $5.40B
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Q: Hi, if I hold ZDV, VDY or XIC in a TFSA are there any tax implications whatsoever. Do I need to keep track of ACB? Thanks.

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Read Answer Asked by Gary on November 17, 2020

• Moderna Inc. (MRNA $32.00)
  • $32.00 Cap: $11.91B
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Q: Following the news release from Moderna regarding their interim analysis of their Covid vaccine what is your opinion of this stock going forward?
Geoff

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Read Answer Asked by Geoffrey on November 17, 2020

• Enbridge Inc. (ENB $64.50)
  • $64.50 P/E (TTM): 24.56X Cap: $141.04B
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Q: In light of all news lately can we still hold , dividend safe? there talk of buy backs..

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Read Answer Asked by Gilles on November 17, 2020

• Real Matters Inc. (REAL $5.93)
  • $5.93 Cap: $432M
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Q: Do you have any concerns with the insider selling recently at Real?

Thanks for your help.

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Read Answer Asked by Ron on November 17, 2020