Investment Q&A

• Sangoma Technologies Corporation (STC $7.36)
  • $7.36 Cap: $245M
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• Descartes Systems Group Inc. (The) (DSG $128.91)
  • $128.91 P/E (TTM): 56.05X Cap: $10.96B
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• Kinaxis Inc. (KXS $180.54)
  • $180.54 P/E (TTM): 150.99X Cap: $5.05B
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• Topicus.com Inc. (TOI $152.09)
  • $152.09 P/E (TTM): 70.73X Cap: $12.51B
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Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?

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Read Answer Asked by Mintu on February 08, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: PHO has moved nicely the last couple months. Would you say it was under, over or fair value here? Would you buy, sell or hold at these levels?

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Read Answer Asked by Tony on February 08, 2021

• North West Company Inc. (The) (NWC $47.08)
  • $47.08 P/E (TTM): 16.9X Cap: $2.25B
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Q: No news I see today. Any reason you can see for the healthy movement in this one?


Sheldon

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Read Answer Asked by Sheldon on February 08, 2021

Q: Hi Peter,

Thanks for the good work you do.
One suggestion, could you have a section where you post 10 stocks for say
1. Top Stock Picks
2. Safe stock picks
3. High growth Picks
.....etc

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Read Answer Asked by HARRY on February 08, 2021

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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• CrowdStrike Holdings Inc. (CRWD $495.83)
  • $495.83 Cap: $125.46B
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• Digital Turbine Inc. (APPS $6.23)
  • $6.23 Cap: $706M
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• Celsius Holdings Inc. (CELH $58.15)
  • $58.15 P/E (TTM): 174.21X Cap: $14.83B
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• Magnite Inc. (MGNI $20.15)
  • $20.15 P/E (TTM): 70.26X Cap: $2.90B
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Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

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Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $328.18)
  • $328.18 P/E (TTM): 23.32X Cap: $228.63B
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• Mastercard Incorporated (MA $572.15)
  • $572.15 P/E (TTM): 38.36X Cap: $518.69B
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• Visa Inc. (V $344.09)
  • $344.09 P/E (TTM): 33.34X Cap: $674.76B
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Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

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Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $5.10)
  • $5.10 Cap: $297M
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Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

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Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
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Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

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Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: What I should know about Sleep Country,what's with price action today ? Thanks

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Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $6.79)
  • $6.79 P/E (TTM): 11.98X Cap: $812M
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Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

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Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
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Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

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Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

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Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
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• Brookfield Asset Management Inc Class A Limited (BAM $56.07)
  • $56.07 P/E (TTM): 38.94X Cap: $91.22B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.62)
  • $26.62 Cap: $17.58B
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Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

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Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
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• Brompton European Dividend Growth ETF (EDGF $11.79)
  • $11.79 P/E (TTM): 21.12X Cap: $34M
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Q: Could I have your view on the following companies.

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Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

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Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

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Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

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Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $19.12)
  • $19.12 P/E (TTM): 20.38X Cap: $39M
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Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

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Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $18.35)
  • $18.35 Cap: $177M
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• Global X Active Global Dividend ETF (HAZ $41.55)
  • $41.55 P/E (TTM): 0.52X Cap: $548M
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• iShares Canadian Financial Monthly Income ETF (FIE $9.26)
  • $9.26 P/E (TTM): 9.37X Cap: $1.21B
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• iShares Diversified Monthly Income ETF (XTR $11.71)
  • $11.71 Cap: $362M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.83)
  • $23.83 P/E (TTM): 14.98X Cap: $163M
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• Dynamic Active Global Dividend ETF (DXG $75.53)
  • $75.53 P/E (TTM): 35.73X Cap: $851M
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• Purpose Multi-Asset Income Fund (PINC $20.03)
  • $20.03 P/E (TTM): 19.36X Cap: $62M
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Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

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Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $25.52)
  • $25.52 P/E (TTM): 17.76X Cap: $815M
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• BMO Equal Weight Industrials Index ETF (ZIN $47.24)
  • $47.24 Cap: $43M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.91)
  • $58.91 P/E (TTM): 13.41X Cap: $328M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.19)
  • $79.19 P/E (TTM): 50.49X Cap: $664M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $36.78)
  • $36.78 P/E (TTM): 2.41X Cap: $343M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.19)
  • $16.19 P/E (TTM): 17.07X Cap: $1.15B
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021