Investment Q&A

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.57)
  • $6.57 P/E (TTM): 18.29X Cap: $116M
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Q: Hi 5i,
Do you think that Brookfield Global Infrastructure BGI.un will benefit from the passing of the Biden infrastructure bill? They have quite a diverse ownership of assets with approximately 70% in the US. They also pay a very good dividend. Thanks

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Read Answer Asked by Gordon on August 10, 2021

• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.88T
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• Alphabet Inc. (GOOGL $281.48)
  • $281.48 P/E (TTM): 28.51X Cap: $3.40T
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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Q: Hi Folks,
finally breaking even with KXS - do you think it's a sell at this price or does it have more runway left in it ? Would a switch to GOOG or FB make more sense at this time?
Thanks

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Read Answer Asked by JOHN on August 10, 2021

• Atlassian Corporation (TEAM $160.67)
  • $160.67 Cap: $41.78B
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• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
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• Palantir Technologies Inc. (PLTR $194.55)
  • $194.55 P/E (TTM): 632.0X Cap: $461.53B
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• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
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Q: I hold all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave

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Read Answer Asked by Dave on August 10, 2021

• Parkland Corporation (PKI $39.92)
  • $39.92 P/E (TTM): 24.01X Cap: $6.96B
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• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: Am looking at two for a company with good yield and growing dividends. Quick analysis : both have good management ; different sectors, one with oil/ gas issues and the other has risks in the housing market. Would FN follow the banks movement and how close does PKI track the oil/ gas index ? Understand PKI is in one of your models. PKI keeps hitting the $40.00 mark and has difficulty breaking out while FN has declined recently. Your choice ? Thanks. Derek

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Read Answer Asked by Derek on August 10, 2021

• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 17.1X Cap: $2.15B
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Q: What is going on with TOY ? It moved up and then tanked. What do you predict for this stock?

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Read Answer Asked by brian on August 10, 2021

Q: As I enter my 60's I have discovered the benefits of not having more than 5% in any one company. I sleep much better, my returns are superior ( up 25% this year) and the 5% cap allows me to invest in as many as 20 or more companies. I do tend to have more cash on the sidelines but it is ready to be deployed whenever I find a bargain.

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Read Answer Asked by Murray on August 10, 2021

• LyondellBasell Industries NV Class A (Netherlands) (LYB $45.20)
  • $45.20 P/E (TTM): 61.83X Cap: $15.02B
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Q: What are your thoughts on Lyondell Basell? Just saw their results and they were good, it has low PE, good dividend, but looks like no one cares much. I'm not looking for a home run but a stable stock with a good dividend.

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Read Answer Asked by Richard on August 10, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $234M
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• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $86.73)
  • $86.73 P/E (TTM): 42.06X Cap: $790M
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• Volatus Aerospace Inc. (FLT $0.67)
  • $0.67 Cap: $397M
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• Vitalhub Corp. (VHI $10.90)
  • $10.90 P/E (TTM): 136.0X Cap: $611M
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• MediaValet Inc. (MVP $1.70)
  • $1.70 Cap: $73M
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• Adcore Inc. (ADCO $0.25)
  • $0.25 Cap: $14M
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• Perimeter Medical Imaging AI Inc. (PINK $0.25)
  • $0.25 Cap: $31M
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• Altigen Communications Inc (ATGN $0.61)
  • $0.61 Cap: $15M
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• Wishpond Technologies Ltd. (WISH $0.17)
  • $0.17 Cap: $9M
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Q: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?

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Read Answer Asked by James on August 10, 2021

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: Just a follow-up to the question I just posed. Own SYZ for several months now and down 23%. Should I keep it going forward. Like other tech holdings - in total represent a small fraction of total assets owned.

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Read Answer Asked by James on August 10, 2021

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.

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Read Answer Asked by Linda on August 10, 2021

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $4.95)
  • $4.95 P/E (TTM): 21.74X Cap: $216M
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Q: Hi, 5i team
Do you still think ADW.A a hold after recent (Aug/05) sell-off? You recommend a "hold" after the first sell-off aroun Jun/22. By the way, what is the reason for the price drop this time? What is your view about the company's performance in the next couple of years?

Thanks so much!

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Read Answer Asked by Jane on August 10, 2021

Q: Hello 5i,
5i does not seem to include fair value in the Portfolio Tracking section. Is it that you do not think this is important? I should think one of the basic metrics before buying shares would be to by at at below fair value. Will you include fair value eventually? Also in the tracking section will you be combining the same companies so that a comprehensive readout would be a simple matter to enable our own calculations?
Thank you
Stanley

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Read Answer Asked by STANLEY on August 10, 2021

• Granite Real Estate Investment Trust (GRT.UN $77.51)
  • $77.51 P/E (TTM): 20.87X Cap: $4.69B
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Q: In about 4 yrs I have more than doubled by initial investment in GRT. A nice problem to have but...is it time to cash in (registered account) and deploy elsewhere or are forward metrics still showing potential for mid term appreciation. Still showing a decent yield

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Read Answer Asked by Harry on August 10, 2021

• MEDIFAST INC (MED $12.14)
  • $12.14 P/E (TTM): 38.58X Cap: $133M
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Q: Would you buy MED on this drop? Any information on what has caused the decline? Thanks

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Read Answer Asked by gary on August 10, 2021

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
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Q: I am considering buying Amazon by buying CDR's via the Neo exchange. What is your opinion on buying shares in Amazon this way?

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Read Answer Asked by Blair on August 10, 2021

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.39X Cap: $30.57B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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Q: Which do you prefer for a long term hold.

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Read Answer Asked by Stephen on August 10, 2021

• Guardant Health Inc. (GH $92.41)
  • $92.41 Cap: $11.64B
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Q: Hello Peter, Ryan and your amazing team!

Wondering if you could please give me your current take on Guardant Health considering their recent earnings and news about Covid testing. Are you still a strong advocate of holding this stock patiently, with the hope that a significant advancement will eventually propel the SP? Thank you.

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Read Answer Asked by Bradley on August 10, 2021

• Valero Energy Corporation (VLO $170.10)
  • $170.10 P/E (TTM): 67.74X Cap: $52.05B
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Q: Want your opinion on valero, was a recommendation from Wilsey asset management thx

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Read Answer Asked by steve on August 10, 2021

Q: You stated in a previous question:
"Cash, long term, acts as a portfolio drag. Generally, we like to keep cash fairly low. Personally, we are in a small (7%) margin position right now in our portfolio. "

My questions are 1. Is a margin position just a negative cash amount in a portfolio or do you have to request an amount based on the margin amounts determined by your stock positions?
2. What interest rate is charged when you borrow on margin?
3. What happens when a margin is called?
I realize these may be naïve questions. Thanks, Len

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Read Answer Asked by Leonard on August 10, 2021

• Amplify Thematic All-Stars ETF (MVPS)
  • P/E (TTM): 46.05X Cap: $2M
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Q: Hi Peter
please comment on the new MVPS Amplify Thematic All- Starts ETF
Thanks Ron

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Read Answer Asked by Ron on August 10, 2021