Investment Q&A

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: I had been waiting for awhile for xbc to correct before taking a position. Got tired of waiting and watching it continually climb. Took a small position at $10.60ish and of course now I am seeing the correction I was waiting for. I added a bit more at $9.03 but now it’s down almost another $1.00.
Is there any news accounting for this?
Is your longer term thesis still positive?
Would now be a good time to add a bit more or is there more downside to come?
My overall position is still quite small relative to my whole portfolio and its in my TFSA and I don’t need the money.

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Read Answer Asked by Bruce on February 24, 2021

• Purpose Bitcoin ETF (BTCC.B $21.55)
  • $21.55 Cap: $1.46B
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• Evolve Bitcoin ETF (EBIT $54.25)
  • $54.25 Cap: $272M
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Q: Hello,

What do you think of these ETFS? And how much of ones portfolio would you suggest? I was thinking 1%.

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Read Answer Asked by Carla on February 24, 2021

• Miscellaneous (MISC)
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• ARK Innovation ETF (ARKK $88.98)
  • $88.98 P/E (TTM): 39.1X Cap: $7.94B
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Q: Hi there,

Do you think we are closed to the beginning of a sell off/correct, or the end? Also, do you see this as a good opportunity to start a position in ARKK (~$135)?

Thanks!

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Read Answer Asked by Michael on February 24, 2021

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• CrowdStrike Holdings Inc. (CRWD $543.01)
  • $543.01 Cap: $135.18B
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• Unity Software Inc. (U $37.90)
  • $37.90 Cap: $15.26B
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Q: Unity software was recommended earlier this year as one of your top US growth stocks. It is now down over 40% from it’s high. I’ve been watching but never bought. Would you still rate this as one of your top US growth stocks. And with the recent pull back what would be your top US growth stocks currently.
I’m a long term member and thank you for getting me into numerous growth stocks since 2014 which I would never have bought and which provided handsome returns. So many thanks for being there for us little guys.

Steve

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Read Answer Asked by Steve on February 24, 2021

• Canaccord Genuity Growth II Corp. (CGGZ.UN $3.18)
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Q: What are your thoughts on buying 1-2% of CGGZ? Would you recommend it be placed in a TFSA for the high growth potential, or in a non-registered account for potential capital loss, or to not buy it all? I am not risk adverse since I still have 10+ years until retirement.

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Read Answer Asked by Jasmine on February 24, 2021

Q: does one have to use cents when doing a tax return or will .00 be ok? Thanks

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Read Answer Asked by george on February 24, 2021

• Lucid Group Inc Com (CCIV $24.25)
  • $24.25 Cap: $55.35B
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Q: Hi Gang, looks like cciv made it. What happens next? Is it worth holding? Thanks
Alnoor

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Read Answer Asked by Alnoor on February 24, 2021

• SPDR Semiconductors ETF (XSD $352.27)
  • $352.27 P/E (TTM): 41.26X Cap: $1.80B
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• Vanguard Information Technology ETF (VGT $793.21)
  • $793.21 P/E (TTM): 37.24X Cap: $96.20B
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• ARK Next Generation Internet ETF (ARKW $176.90)
  • $176.90 P/E (TTM): 55.77X Cap: $2.50B
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• Invesco WilderHill Clean Energy ETF (PBW $33.51)
  • $33.51 P/E (TTM): 23.33X Cap: $581M
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• iShares MSCI South Korea ETF (EWY $97.00)
  • $97.00 P/E (TTM): 39.99X Cap: $6.82B
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• ARK Fintech Innovation ETF (ARKF $56.61)
  • $56.61 P/E (TTM): 45.42X Cap: $1.37B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $124.22)
  • $124.22 P/E (TTM): 58.6X Cap: $1.56B
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• Invesco NASDAQ Next Gen 100 ETF (QQQJ $36.62)
  • $36.62 P/E (TTM): 24.11X Cap: $704M
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Q: Hi team,
Being overweight in the tech sector, which ETFs of my present portfolio (above) would you suggest to drop either because they are too similar or not representing strong growth ?
Which of these ETF you would consider « Buy and forget » type ?
In addition, I hold the following tech stocks: TOI-T, CRWD-Q, NVDA-Q, TTD-Q, LSPD-T, ENPH-Q, QCOM-Q, SHOP-T, APPS-Q, SEDG-Q. As I need to raise cash, is it better to sell ETFs or individual stocks and which ones ?
Please use credits as you see fit.
Grateful for your attention,

Jacques IDS

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Read Answer Asked by Jacques on February 24, 2021

• ING Group N.V. (ING $24.93)
  • $24.93 P/E (TTM): 12.61X Cap: $80.16B
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Q: You last commented on ING in May of last year. I am down substantially on this stock and would appreciate your updated views on the merits, if any, of holding on.

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Read Answer Asked by Lloyd on February 24, 2021

• Wynn Resorts Limited (WYNN $118.99)
  • $118.99 P/E (TTM): 34.83X Cap: $12.45B
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• Air Canada Voting and Variable Voting Shares (AC $18.44)
  • $18.44 P/E (TTM): 4.92X Cap: $5.40B
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• goeasy Ltd. (GSY $168.65)
  • $168.65 P/E (TTM): 10.15X Cap: $2.68B
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Q: I have been fortunate to have made 300 per cent with Go Easy, is it time to trim and buy into Air Canada or WYNN with the potential rebound or simply run with GSY? Thanks
PS I’d have never known about GSY if it weren’t for your stellar recommendation and advice.

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Read Answer Asked by Dennis on February 24, 2021

Q: A blogger I have followed for some time always warns his readers about gold and silver option expiration on the Comex as he did for Tuesday's expiration. Far more often than not the metals experience downside pressure, sometimes significant. Can you explain why option expiration invites such downside volatility?

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Read Answer Asked by Richard on February 24, 2021

• Linamar Corporation (LNR $75.95)
  • $75.95 P/E (TTM): 21.59X Cap: $4.48B
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• Magna International Inc. (MG $66.26)
  • $66.26 P/E (TTM): 10.64X Cap: $17.60B
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Q: Some time back I was looking at buying either Linamar or Magna. Sadly, I went with Linamar. It has gone up, but no where like Magna. At this point, the outlook for Magna still seems very positive; where does Linamar go from here? I feel like I missed the boat on Magna, or would a switch still be a good idea? Thanks for your excellent service.

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Read Answer Asked by Leonard on February 24, 2021

• The Trade Desk Inc. (TTD $50.28)
  • $50.28 P/E (TTM): 60.19X Cap: $23.94B
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• Roku Inc. (ROKU $106.13)
  • $106.13 Cap: $14.73B
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• CrowdStrike Holdings Inc. (CRWD $543.01)
  • $543.01 Cap: $135.18B
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Q: Hi team,
I am looking to add some new money to a tfsa. It looks like there have been some sizable pullbacks and leading stocks from some of your CA and US favourites...could you please suggest three of each that you might advise investing in at this point?
I already have sizable positions in TFI and GSY.
Thanks as always!

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Read Answer Asked by Peter on February 24, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.04)
  • $52.04 P/E (TTM): 4.95X Cap: $3.46B
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• Vanguard S&P 500 Index ETF (VFV $170.28)
  • $170.28 P/E (TTM): 27.07X Cap: $27.43B
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Q: Hi gentlemen,

is there a way to buy the snp 500 on the tsx? Also, what is your favorite index/etf for exposure to foreign stocks?

Thanks

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Read Answer Asked by Jacob on February 24, 2021

• Linde plc (LIN $418.30)
  • $418.30 P/E (TTM): 30.73X Cap: $201.58B
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Q: Writing in Energy & Capital, the author claims that ammonia is the fuel for the future. In addition to potash and nitrogen NTR also produces ammonia. Are there other companies in Canada that produce ammonia for commercial consumption? Thanks.

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Read Answer Asked by Patricia on February 24, 2021

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: It appears that the sale of People to Goldman Sachs was approved and finalized as of Feb 18, 2021. The shares have disappeared from my account now but no money has been put in. When should we expect to get the money?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 24, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.75)
  • $42.75 Cap: $27.77B
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Q: Wondering if any one can answer question. In my tax package I received a foreign property list which had Brookfield Renewable BEP.UN listed in it.
I can't figure this out as I bought this on the TSX. None of my other Brookfield holdings were on the list. Hoping someone can solve the mystery.

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Read Answer Asked by Susan on February 24, 2021

• Schrodinger Inc. (SDGR $21.04)
  • $21.04 Cap: $1.50B
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Q: Hi Peter
Schrodinger
I’d like your input on this company . Is it a buy ? Is it the type of company that 5i recommend .
Give me all the details

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Read Answer Asked by Candi on February 24, 2021

• Gibson Energy Inc. (GEI $23.91)
  • $23.91 P/E (TTM): 24.52X Cap: $3.88B
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Q: What's your opinion on the recent earnings, do you consider any upside from here on the company thx

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Read Answer Asked by steve on February 24, 2021

• Thomson Reuters Corporation (TRI $214.84)
  • $214.84 P/E (TTM): 42.14X Cap: $97.42B
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Q: Hi Peter & 5i,
I've been watching TRI for some time. It is currently classed as Industrial sector in the PA database. I'm pretty sure it would be more appropriately classified as Technology or something else?
After Tuesday's price increase would you still initiate a position at this time for a 5+ year investment.
Thanks so much.

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Read Answer Asked by Dennis on February 24, 2021