Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.30)
  • $16.30 Cap: $2.24B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $76.89)
  • $76.89 P/E (TTM): 42.76X Cap: $6.79B
  • View FOUR Profile
  • View Questions on FOUR
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on March 19, 2021

• Shaw Communications Inc. (SJR.A $40.42)
  • $40.42 P/E (TTM): 12.15X Cap: $20.19B
  • View SJR.A Profile
  • View Questions on SJR.A

Q: What price has Roger's made for Shaw class A shares. What in your opinion is the probability of the deal going through and if it does get approved what would be the timeline. Thanks

Upvote 0

Read Answer Asked by Ian on March 19, 2021

• NVIDIA Corporation (NVDA $187.24)
  • $187.24 P/E (TTM): 53.16X Cap: $4.54T
  • View NVDA Profile
  • View Questions on NVDA
• MEDIFAST INC (MED $13.57)
  • $13.57 P/E (TTM): 41.42X Cap: $149M
  • View MED Profile
  • View Questions on MED
• Reliance Inc. (RS $283.16)
  • $283.16 P/E (TTM): 20.32X Cap: $14.89B
  • View RS Profile
  • View Questions on RS
• CrowdStrike Holdings Inc. (CRWD $499.96)
  • $499.96 Cap: $125.46B
  • View CRWD Profile
  • View Questions on CRWD
• Trane Technologies plc (TT $425.41)
  • $425.41 P/E (TTM): 33.49X Cap: $94.66B
  • View TT Profile
  • View Questions on TT

Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks

Upvote 0

Read Answer Asked by claudio on March 19, 2021

• Pembina Pipeline Corporation (PPL $55.67)
  • $55.67 P/E (TTM): 18.99X Cap: $32.34B
  • View PPL Profile
  • View Questions on PPL
• Pembina Pipeline Corp. (Canada) (PBA $39.93)
  • $39.93 P/E (TTM): 18.99X Cap: $23.22B
  • View PBA Profile
  • View Questions on PBA

Q: What is 5i position on PBA. Good yield, is there room for growth?

Upvote 0

Read Answer Asked by LARRY on March 19, 2021

• The Boeing Company (BA $215.20)
  • $215.20 Cap: $162.72B
  • View BA Profile
  • View Questions on BA
• Delta Air Lines Inc. (DAL $56.11)
  • $56.11 P/E (TTM): 8.23X Cap: $36.63B
  • View DAL Profile
  • View Questions on DAL
• Home Depot Inc. (The) (HD $397.02)
  • $397.02 P/E (TTM): 27.55X Cap: $395.18B
  • View HD Profile
  • View Questions on HD
• AT&T Inc. (T $27.55)
  • $27.55 P/E (TTM): 16.05X Cap: $196.99B
  • View T Profile
  • View Questions on T
• Air Canada Voting and Variable Voting Shares (AC $17.71)
  • $17.71 P/E (TTM): 4.77X Cap: $5.24B
  • View AC Profile
  • View Questions on AC
• iShares Russell 2000 ETF (IWM $242.49)
  • $242.49 P/E (TTM): 16.66X Cap: $71.64B
  • View IWM Profile
  • View Questions on IWM
• Associated Capital Group Inc. (AC)
  • P/E (TTM): 17.18X Cap: $652M
  • View AC Profile
  • View Questions on AC

Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You

Upvote 0

Read Answer Asked by rajeev on March 19, 2021

Q: With rising bond yields, what is the best strategy in this environnement, what are the sectors who benefits from this thx

Upvote 0

Read Answer Asked by steve on March 19, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE $10.98)
  • $10.98 P/E (TTM): 7.54X Cap: $46.87B
  • View VALE Profile
  • View Questions on VALE

Q: Hello again your thoughts on Vale S.A.
Thanks

Upvote 0

Read Answer Asked by George on March 19, 2021

Q: Are you planning to update the holdings in your 3 portfolios this month.

Upvote 0

Read Answer Asked by Winston on March 19, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $37.21)
  • $37.21 Cap: $23.59B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.87)
  • $49.87 Cap: $18.63B
  • View BEPC Profile
  • View Questions on BEPC

Q: If only one was to be owned, which one and why. Cash account or rrsp? Long term old (3+ yrs).

Upvote 0

Read Answer Asked on March 19, 2021

Q: How much would interest rates have to increase before it would effect dividend stocks? And what percentage decrease would you expect to see in dividend stocks?
Thanks
Brian

Upvote 0

Read Answer Asked by Brian on March 19, 2021

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.95)
  • $18.95 Cap: $871M
  • View XLB Profile
  • View Questions on XLB

Q: A small percentage of my portfolio is in XLB for all the reasons you have previously espoused. I am down about 10% over the past short while and I am wondering if I should go to a shorter duration fund - CBO perhaps - or just continue to ride it out with this one. Or any other suggestions.

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on March 19, 2021

• Killam Apartment Real Estate Investment Trust (KMP.UN $17.99)
  • $17.99 P/E (TTM): 4.18X Cap: $2.23B
  • View KMP.UN Profile
  • View Questions on KMP.UN

Q: What do you think of kmp.un.ca for safety and growth ?

Upvote 0

Read Answer Asked by philip on March 19, 2021

• Parkland Corporation (PKI $38.73)
  • $38.73 P/E (TTM): 22.78X Cap: $6.75B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Badger Infrastructure Solutions Ltd. (BDGI $61.38)
  • $61.38 P/E (TTM): 26.89X Cap: $2.07B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: What is the 12 month outlook for these 2 funds in the Balanced portfolio?

Upvote 0

Read Answer Asked by Ian on March 19, 2021

• Methanex Corporation (MX $55.18)
  • $55.18 P/E (TTM): 11.8X Cap: $3.71B
  • View MX Profile
  • View Questions on MX
• Nutrien Ltd. (NTR $78.95)
  • $78.95 P/E (TTM): 190.57X Cap: $38.36B
  • View NTR Profile
  • View Questions on NTR

Q: Hi 5i,

Over the next few years would you pick MX or NTR for minerals exposure?

Thx

Upvote 0

Read Answer Asked by Christopher on March 19, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.49)
  • $6.49 P/E (TTM): 21.03X Cap: $691M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: thoughts on the quarter please?

Upvote 0

Read Answer Asked by blake on March 19, 2021

• Knight Therapeutics Inc. (GUD $5.93)
  • $5.93 Cap: $590M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Knight is said to report earning March 25. Can you advise market expectation and what the effect of a miss or a beat may have.
Thanks
John

Upvote 0

Read Answer Asked by John on March 19, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: What are EGLX 2020 4th Quarter estimates?

Upvote 0

Read Answer Asked by Karen on March 19, 2021

• Sylogist Ltd. (SYZ $6.64)
  • $6.64 Cap: $155M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Followup to question asked/responded to March 17. Isn't the pop in SYZ related to their recently announced acquisition?

Upvote 0

Read Answer Asked by Walter on March 18, 2021

• AbbVie Inc. (ABBV $244.38)
  • $244.38 P/E (TTM): 110.78X Cap: $431.71B
  • View ABBV Profile
  • View Questions on ABBV

Q: Why did this stock drop heavily yesterday? Would you think it is a good time to initiate a long term position now? Thank you!

Upvote 0

Read Answer Asked by David on March 18, 2021

• BMO Short Corporate Bond Index ETF (ZCS $14.10)
  • $14.10 Cap: $4.34B
  • View ZCS Profile
  • View Questions on ZCS
• BMO Short Federal Bond Index ETF (ZFS $13.98)
  • $13.98 Cap: $367M
  • View ZFS Profile
  • View Questions on ZFS
• iShares Core Canadian Short Term Bond Index ETF (XSB $27.10)
  • $27.10 Cap: $3.26B
  • View XSB Profile
  • View Questions on XSB
• iShares Floating Rate Index ETF (XFR $20.02)
  • $20.02 Cap: $724M
  • View XFR Profile
  • View Questions on XFR
• Invesco Canadian Government Floating Rate Index ETF (PFL $19.47)
  • $19.47 Cap: $351M
  • View PFL Profile
  • View Questions on PFL
• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.51)
  • $23.51 Cap: $1.19B
  • View VSB Profile
  • View Questions on VSB

Q: If interest rates were to start creeping-up slowly in the next year or two , which bond ETFs would you suggest?
Thank's
Ronald

Upvote 0

Read Answer Asked by Ronald on March 18, 2021