Investment Q&A

Q: Hi there, in a recent question you mentioned that 'owning insurance companies provides a bit more protection from higher interest rates.'

Please suggest a couple of US insurance companies that you'd consider for this purpose and which one you'd choose and why.

thanks a bunch, M

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Read Answer Asked by Mark on August 31, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $117.07)
  • $117.07 P/E (TTM): 15.66X Cap: $270.34B
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• Tencent Holdings Ltd. ADR (TCEHY $67.91)
  • $67.91 P/E (TTM): 29.41X Cap: $632.98B
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• NetEase Inc. (NTES $127.31)
  • $127.31 P/E (TTM): 19.86X Cap: $80.61B
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• JD.com Inc. (JD $30.91)
  • $30.91 P/E (TTM): 8.25X Cap: $44.92B
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.01)
  • $5.01 Cap: $11.25B
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Q: Is there any China stocks you like
Thank you for your great service Lorraine

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Read Answer Asked by Lorraine on August 31, 2021

Q: Could I have your opinion on this company. Thx

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Read Answer Asked by Bill on August 30, 2021

Q: BNN has adopted a new policy of only having money managers on Market Call which seems a bit much given 5i’s excellent record. I’ve created a New Topic in Forums suggesting we send BNN objections to this. Rod

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Read Answer Asked by Rodney on August 30, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Am thinking of swapping either SQ or WELL for NVEI for more growth. What are your thoughts?
Peter

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Read Answer Asked by Peter on August 30, 2021

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
  • $53.03 Cap: $7B
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Q: Good Morning,
Why BIPC is going down so much in the last few days? Thank you!

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Read Answer Asked by Nhung on August 30, 2021

• CT Real Estate Investment Trust (CRT.UN $15.39)
  • $15.39 P/E (TTM): 13.15X Cap: $3.65B
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Q: What are your current thoughts on CRT.UN? Thanks.

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Read Answer Asked by Peter on August 30, 2021

Q: How can you answer a question on a specific stock when it is not specified in the question? Is there a function on the form that masks the stock subject or something? Usually, your answer identifies the stock, not the case in Patricia's question on the 30th. Please follow up.
Thank you for the great service you provide.

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Read Answer Asked by Jean on August 30, 2021

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $117.01)
  • $117.01 P/E (TTM): 98.53X Cap: $2.47B
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Q: i read somewhere that Constellation Software has a new debenture but i cannot find any information. Can you provide any further information and do you think this is a reasonable investment for a retiree with some tolerance for risk.

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Read Answer Asked by kelly on August 30, 2021

• Mosaic Company (The) (MOS $35.32)
  • $35.32 P/E (TTM): 30.45X Cap: $11.20B
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• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
  • View NTR Profile
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• Farmland Partners Inc. (FPI $10.61)
  • $10.61 P/E (TTM): 9.82X Cap: $468M
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• Gladstone Land Corporation (LAND $9.11)
  • $9.11 Cap: $329M
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Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan

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Read Answer Asked by DANIEL on August 30, 2021

• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X Cap: $958M
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• Sociedad Quimica y Minera S.A. (SQM $35.80)
  • $35.80 P/E (TTM): 14.92X Cap: $10.22B
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Q: Could you please recommend 3 or 4 lithium producers, CND or US. Always thankful. Best service available.

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Read Answer Asked by Rob on August 30, 2021

• Noront Resources Ltd. (NOT $1.10)
  • $1.10 Cap: $612M
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Q: What's up here? $.55 cash offer and now it's up to $.80 today?
B, S or H?

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Read Answer Asked by Tim on August 30, 2021

• Capstone Copper Corp. (CS $8.17)
  • $8.17 P/E (TTM): 54.72X Cap: $6.22B
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• Copper Mountain Mining Corporation (CMMC $2.49)
  • $2.49 Cap: $441M
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Q: I would like to invest in the expected future demand for copper. What are your favorite companies in this space.
Thanks for your thoughts.
Ian

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Read Answer Asked by Ian on August 30, 2021

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: There has been recent news (which I did not think was extremely material) but there seems to have been a very strong recovery based on this? Thoughts on this company in the near term and longer term?

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Read Answer Asked by Shyam on August 30, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Thoughts on this stock and valuation/growth? It has fallen a bit... wondering if I should sell or not

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Read Answer Asked by Max on August 30, 2021

• M/I Homes Inc. (MHO $122.64)
  • $122.64 P/E (TTM): 6.49X Cap: $3.23B
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• NVR Inc. (NVR $7,760.68)
  • $7,760.68 P/E (TTM): 16.0X Cap: $22.69B
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Q: Hi, Between these two which one would you pick. Already have a half position in NVR..Should I add to that or buy some MHO? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on August 30, 2021

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.2X Cap: $2.29T
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• Microsoft Corporation (MSFT $524.11)
  • $524.11 P/E (TTM): 40.53X Cap: $3.89T
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Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc

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Read Answer Asked by Marc on August 30, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: What are your thoughts on SQ.US compared to NVEI.TO for growth
thanks
Peter

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Read Answer Asked by Peter on August 30, 2021

• Dell Technologies Inc. Class C (DELL $127.32)
  • $127.32 P/E (TTM): 19.8X Cap: $86.43B
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Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?

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Read Answer Asked by J on August 30, 2021

• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
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• Alaris Equity Partners Income Trust (AD.UN $18.51)
  • $18.51 P/E (TTM): 4.48X Cap: $843M
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• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: Which stock of these three do you prefer and what order would you put them in.

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Read Answer Asked by don on August 30, 2021