Investment Q&A

Q: Hi 5i team, I would like to convert $6000 Canadian to US dollars in a tfsa at Qtrade using Norbert’s Gambit. Is this a good strategy? Is there a preferred holding for this strategy like DLR? Are there any pitfalls to watch for? Thank you for your help!

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Read Answer Asked by Steven on January 06, 2021

• Franco-Nevada Corporation (FNV $252.72)
  • $252.72 P/E (TTM): 42.91X Cap: $47.67B
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Q: What is your opinion on FNV.ca for the next 1-3 years.
Thanks, Stan

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Read Answer Asked by Steinar on January 06, 2021

• goeasy Ltd. (GSY $204.60)
  • $204.60 P/E (TTM): 12.3X Cap: $3.27B
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• CrowdStrike Holdings Inc. (CRWD $414.06)
  • $414.06 Cap: $103.20B
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• Lightspeed Commerce Inc. Subordinate (LSPD $11.72)
  • $11.72 Cap: $1.61B
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Q: Hi Peter
Am looking for candidates for my tfsa
Could you please rank these based on potential upside, debt and balance sheet.
Also, am trying to transfer USD from my TD Bank account or my TD non-reg USD account to my tfsa USD acct. It is not working -- am I not able to transfer my own USD into the tfsa USD account? ie. must I convert from the tfsa CAD acct? It is bizzare.
Thank you for your great support, very unique indeed.

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Read Answer Asked by TOM on January 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Bank of Nova Scotia (The) (BNS $78.70)
  • $78.70 P/E (TTM): 16.47X Cap: $98.03B
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• Enbridge Inc. (ENB $66.70)
  • $66.70 P/E (TTM): 22.99X Cap: $145.29B
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• Canadian Natural Resources Limited (CNQ $41.94)
  • $41.94 P/E (TTM): 10.43X Cap: $87.60B
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• Sun Life Financial Inc. (SLF $81.67)
  • $81.67 P/E (TTM): 14.85X Cap: $46.42B
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• Algonquin Power & Utilities Corp. (AQN $8.04)
  • $8.04 Cap: $6.17B
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• TFI International Inc. (TFII $126.63)
  • $126.63 P/E (TTM): 21.79X Cap: $10.40B
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• Savaria Corporation (SIS $20.82)
  • $20.82 P/E (TTM): 27.21X Cap: $1.48B
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Q: Hi Peter & 5i team,
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.

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Read Answer Asked by john on January 06, 2021

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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Q: Nuance seems to have a good trend line. What do you think of this company and can they continue.
John

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Read Answer Asked by John on January 06, 2021

• Amazon.com Inc. (AMZN $221.95)
  • $221.95 P/E (TTM): 34.12X Cap: $2.36T
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• FedEx Corporation (FDX $225.28)
  • $225.28 P/E (TTM): 13.52X Cap: $53.14B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $102.30)
  • $102.30 P/E (TTM): 11.75X Cap: $1.54B
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Q: Hi everyone!

Just a quick question on Amazon purchasing 11 jets from Westjet and Delta. I know online purchases have been accelerated because of the pandemic. Do you see Amazon's purchase of jets and their existing fleet as a medium term threat to companies like Cargojet?

Jason

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Read Answer Asked by Jason on January 06, 2021

Q: Can you withdraw us$ from rrsp into tfsa without currency change into Can$? Thanks rose

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Read Answer Asked by Rose on January 06, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Thoughts on investing this company as of today?

Is there any structural risks to permanently and adversely affecting the business if COVID and closures/restrictions remain for longer?

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Read Answer Asked by Eugene on January 06, 2021

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Teledyne Technologies Incorporated (TDY $542.44)
  • $542.44 P/E (TTM): 29.87X Cap: $25.43B
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Q: Happy New Year

Just looking for your thoughts on yet another takeover (Teledyne acquiring FLIR) that will impact me.

Thanks
Mike E

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Read Answer Asked by mike on January 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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Q: What do you expect from Photon Controls as far as growth goes for 2021. I have this in my TFSA and wonder if this is worth holding.

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Read Answer Asked by Garry on January 06, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I have a position in BPY that has finally came back to my initial purchase price after the recent news. Is it wise to sell now or hold and wait for buyout. If one is to hold shares, what would happen to the shares when the buyout finalizes?

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Read Answer Asked by Shawn on January 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• TELUS Corporation (T $23.01)
  • $23.01 P/E (TTM): 35.81X Cap: $35.32B
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• WSP Global Inc. (WSP $282.72)
  • $282.72 P/E (TTM): 45.42X Cap: $36.90B
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• Algonquin Power & Utilities Corp. (AQN $8.04)
  • $8.04 Cap: $6.17B
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• Alimentation Couche-Tard Inc. (ATD $70.31)
  • $70.31 P/E (TTM): 18.77X Cap: $66.58B
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• Premium Brands Holdings Corporation (PBH $95.58)
  • $95.58 P/E (TTM): 45.83X Cap: $4.26B
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• Savaria Corporation (SIS $20.82)
  • $20.82 P/E (TTM): 27.21X Cap: $1.48B
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Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

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Read Answer Asked by Don on January 06, 2021

Q: TPAY is a TD income ETF. Do you have an opinion re: a place to store cash for 6 months? Thanks!

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Read Answer Asked by Paul on January 06, 2021

Q: Can you please give me the 2020 Percent increases for the TSX, Dow and Nasdaq. I have searched different sites and I get a variety of answers. Bloomberg results are TSX 5.63, Dow 9.32% and Nasdaq 44.27%. Do you agree with these numbers and if not please set me straight. Thank you.

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Read Answer Asked by Brian on January 06, 2021

• Sernova Biotherapeutics Inc. (SVA $0.20)
  • $0.20 Cap: $64M
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Q: You have commented on Sernova in response to several questions since 2013. DoEs its movement since the first of December, 2020 indicate som form of “critical mass” has been achieved?

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Read Answer Asked by David on January 06, 2021

• ARK Innovation ETF (ARKK $73.51)
  • $73.51 P/E (TTM): 246.89X Cap: $7.67B
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• e (EARK)
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Q: Hi,
What's your perspective on this fund? Also, is there a Canadian equivalent to ARK funds? Is TEC.To similar to ARK in Canada?
Thanks

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Read Answer Asked by Kapil on January 06, 2021

• Fortis Inc. (FTS $70.61)
  • $70.61 P/E (TTM): 20.74X Cap: $35.55B
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• Winpak Ltd. (WPK $41.79)
  • $41.79 P/E (TTM): 13.47X Cap: $2.57B
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Q: Hi Peter, Ryan and Team,

Happy New Year greetings.

FTS and WPK have provided me excellent returns in the past 5 years but recently have been rather stagnant. Can you give a list of 3-4 suggestions to replace them with ( it does not have to be in the same sectors) inside a TFSA?

Thanks.

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Read Answer Asked by Marvin on January 06, 2021

• Alaris Equity Partners Income Trust (AD.UN $18.54)
  • $18.54 P/E (TTM): 4.42X Cap: $836M
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Q: Why is alaris moving so much today? What do you think of their prospects.

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Read Answer Asked by mike on January 06, 2021

• EMQQ The Emerging Markets Internet ETF (EMQQ $42.58)
  • $42.58 P/E (TTM): 6.67X Cap: $372M
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Q: Hi Team,

What are your thoughts on this ETF for a long term hold for growth potential?

Regards,

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Read Answer Asked by Keith on January 06, 2021

• Exchange Income Corporation (EIF $72.50)
  • $72.50 P/E (TTM): 28.69X Cap: $3.73B
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Q: Hello,

Could you please name a few (or more) companies (preferably from different industries), which were undeservingly punished during the tax loss season, but you think might have a great potential to bounce back in 2021?

Thank you

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Read Answer Asked by Timour on January 06, 2021