Investment Q&A

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
  • View T Profile
  • View Questions on T
• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $28.16B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 19.35X Cap: $65.78B
  • View ATD Profile
  • View Questions on ATD

Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks

Upvote 0

Read Answer Asked by Robert on February 26, 2021

• United Lithium Corp (New) Com (ULTH $0.33)
  • $0.33 Cap: $15M
  • View ULTH Profile
  • View Questions on ULTH

Q: Your comments ULTH as an investment would be appreciated. Is it too small? How is it's debt ? % owned by insiders/?
Thanks as always
Dave

Upvote 0

Read Answer Asked by Dave on February 26, 2021

Q: What would be your top pick with regard to relative low risk in each of the 11 industry mentioned in your asset allocator? Growth is not a concern. Dividend not a concern. Just want to match cost of living index

Upvote 0

Read Answer Asked by Allan on February 26, 2021

• BMO Covered Call Utilities ETF (ZWU $11.31)
  • $11.31 P/E (TTM): 18.8X Cap: $1.91B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.84)
  • $20.84 P/E (TTM): 49.74X Cap: $730M
  • View ZWE Profile
  • View Questions on ZWE
• BMO Mid-Term US IG Corporate Bond Index ETF (ZIC.U $13.78)
  • $13.78 Cap: $30M
  • View ZIC.U Profile
  • View Questions on ZIC.U
• BMO Short Corporate Bond Index ETF (ZCS $14.12)
  • $14.12 Cap: $4.33B
  • View ZCS Profile
  • View Questions on ZCS
• BMO Ultra Short-Term US Bond ETF (ZUS.U $46.82)
  • $46.82 Cap: $74M
  • View ZUS.U Profile
  • View Questions on ZUS.U

Q: Hello, I own above ETF's, and with rising bond yields, is it time to bail out ? If so, which one(s) to let go and which one(s) to keep.
Thanks
Carlo

Upvote 0

Read Answer Asked by Carlo on February 26, 2021

• ProShares Short 20+ Year Treasury -1x Shares (TBF $23.46)
  • $23.46 Cap: $68M
  • View TBF Profile
  • View Questions on TBF

Q: HI guys:

Do you know of an investment vehicle, like a mutual fund or ETF, that acts like an inverse bond fund; that is the price of the "bonds" increase as yields rise? It might be helpful in this interest rate environment.

Thanks

Upvote 0

Read Answer Asked by David on February 26, 2021

• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: I am really under water on REAL right now.Should I sell and replace with another tech and if so which one
Thank you -Al

Upvote 0

Read Answer Asked by Allen on February 26, 2021

• Rocket Companies Inc. Class A (RKT $15.94)
  • $15.94 Cap: $37.60B
  • View RKT Profile
  • View Questions on RKT

Q: Fairly new company(1 year publicly traded). Could I have your view of its growth and profit potential. Do you like it’s future prospects. Thx.

Upvote 0

Read Answer Asked by Chris on February 26, 2021

• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.19X Cap: $37.23B
  • View XYL Profile
  • View Questions on XYL

Q: Would you recommend either company. on what exchange does Iberdola

Upvote 0

Read Answer Asked by thambirajah on February 25, 2021

• Conformis Inc. (CFMS)
  • Cap: $17M
  • View CFMS Profile
  • View Questions on CFMS

Q: Hi,

Could you comment on this cie, market cap is relatively low but it seems they had good revenues in 2020. Are they under valued and would you feel confident to invest at least for a couple of years. Thanks

Upvote 0

Read Answer Asked by Eric on February 25, 2021

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Open Text Corporation (OTEX $52.96)
  • $52.96 P/E (TTM): 23.93X Cap: $13.52B
  • View OTEX Profile
  • View Questions on OTEX
• Tucows Inc. (TC $25.88)
  • $25.88 Cap: $282M
  • View TC Profile
  • View Questions on TC
• Calian Group Ltd. (CGY $49.48)
  • $49.48 Cap: $556M
  • View CGY Profile
  • View Questions on CGY
• TECSYS Inc. (TCS $35.51)
  • $35.51 P/E (TTM): 199.67X Cap: $521M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Docebo Inc. (DCBO $34.86)
  • $34.86 P/E (TTM): 39.45X Cap: $1B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.03)
  • $6.03 Cap: $1.67B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.

Upvote 0

Read Answer Asked by Jeff on February 25, 2021

• The Very Good Food Company (VERY)
  • P/E (TTM): -50.3X
  • View VERY Profile
  • View Questions on VERY

Q: I was hoping to hear your thoughts on VERY. I sent in a question about this company a few days ago, and elected to re-send the question in the event the message was not received. If you received the earlier message and have been working on a response, please accept my apologies for asking twice. In any event, as always, I look forward to your insight. Have great day!

Upvote 0

Read Answer Asked by Domenic on February 25, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
  • $6.27 P/E (TTM): 20.48X Cap: $673M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Knowing that Bam is much bigger then Fsz, can you still compare them. They are both asset management companies one much bigger than the other. One has a dividend of 1.19%, the other smaller one has a dividend of 7.81%.Why such a difference.

Upvote 0

Read Answer Asked by David on February 25, 2021

Q: Hi 5i
Can you provide me with one or two Stocks or ETFs. for the following sectors: real estate, financials, materials, industrial
I'm retiring in a year. To be held in RRSP.
Thanks

Upvote 0

Read Answer Asked by Fernando on February 25, 2021

Q: Hi group watching these high growth/high valuation stocks going down..down....down. Is it time to cash out and lock in what profits I have left usually do nothing is the best strategy but i am struggling to make any sense of that as the present environment feels different - your thought on sell or hold would be appreciated

Upvote 0

Read Answer Asked by Terence on February 25, 2021

• AbCellera Biologics Inc. (ABCL $5.36)
  • $5.36 Cap: $1.57B
  • View ABCL Profile
  • View Questions on ABCL

Q: The stock has been trending down but any insights into the relatively large dive today?

Upvote 0

Read Answer Asked by Barbara on February 25, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA
• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
  • View ROKU Profile
  • View Questions on ROKU

Q: I have some money available to invest. Are there any 'must own' stocks, either Canadian or US, that are currently at or near their 'must buy' prices, that you would recommend? Or should I keep the cash on the sidelines for now? Thanks

Upvote 0

Read Answer Asked by Charles on February 25, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA
• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
  • View ROKU Profile
  • View Questions on ROKU
• Pinterest Inc. Class A (PINS $32.51)
  • $32.51 P/E (TTM): 11.86X Cap: $22.10B
  • View PINS Profile
  • View Questions on PINS

Q: Can you identify a couple Canadian and U.S. opportunities created by today's selloff? Growth focused 1-3 year timeframe, favourites that have crossed into comfortable "buy" territory?

Upvote 0

Read Answer Asked by Jeff on February 25, 2021

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.25)
  • $54.25 P/E (TTM): 31.95X Cap: $2.11B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND

Q: Hi 5i team. Can I have your take on the Andlauer acquisition of Skelton.
Thank you

Upvote 0

Read Answer Asked by Mark on February 25, 2021

• Caldwell Partners International Inc. (The) (CWL $0.70)
  • $0.70 P/E (TTM): 35.0X Cap: $20M
  • View CWL Profile
  • View Questions on CWL

Q: I listened to the Caldwell AGM webcast yesterday and it appears that business is booming for both Caldwell and at their recent buy of IQ Talent. They talk about the Company being at $100M sales run rate. The stock price seems to be rerating now. What is your opinion?

Upvote 0

Read Answer Asked by Charles on February 25, 2021

• Gildan Activewear Inc. (GIL $82.24)
  • $82.24 P/E (TTM): 19.4X Cap: $12.55B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL

Q: Thoughts on the quarter please?

Upvote 0

Read Answer Asked by blake on February 25, 2021