Investment Q&A

• PayPal Holdings Inc. (PYPL $45.48)
  • $45.48 P/E (TTM): 8.38X Cap: $41.87B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $501.50)
  • $501.50 P/E (TTM): 29.87X Cap: $447.24B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $303.33)
  • $303.33 P/E (TTM): 28.24X Cap: $576.33B
  • View V Profile
  • View Questions on V
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Upstart Holdings Inc. (UPST $26.91)
  • $26.91 P/E (TTM): 60.9X Cap: $2.63B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $48.45)
  • $48.45 P/E (TTM): 55.8X Cap: $16.13B
  • View AFRM Profile
  • View Questions on AFRM

Q: Looking to put some money into fintech space which company or ETF would you recommend

Upvote 0

Read Answer Asked by mike on November 03, 2021

• Anaergia Inc. (ANRG $2.76)
  • $2.76 Cap: $473M
  • View ANRG Profile
  • View Questions on ANRG

Q: What seems to have evolved from the Glasgow Climate Conference is the targeting methane gas. I have a small position in ANRG and am wondering if the latest news would warrant adding to it. In your sage opinion does the risk reward on this small cap look interesting?

Upvote 0

Read Answer Asked by Robert on November 03, 2021

Q: Hi 5i,

May I have your take on earnings? Is the growth story still intact?

TIA!

Upvote 0

Read Answer Asked by Wayne on November 03, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Are all dividends in the form of cash distribution which are not eligible for dividend credit?

Upvote 0

Read Answer Asked by Roy on November 03, 2021

• NVIDIA Corporation (NVDA $177.64)
  • $177.64 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA

Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

Upvote 0

Read Answer Asked by Robert on November 03, 2021

• Air Canada Voting and Variable Voting Shares (AC $18.20)
  • $18.20 P/E (TTM): 8.89X Cap: $5.36B
  • View AC Profile
  • View Questions on AC

Q: May I please get your take on Air Canada's latest earnings report, and whether you still think it has a good "runway" in front of it (i.e. as a recovery play)

Upvote 0

Read Answer Asked by Peter on November 03, 2021

• BMO International Dividend ETF (ZDI $30.93)
  • $30.93 P/E (TTM): 18.13X Cap: $829M
  • View ZDI Profile
  • View Questions on ZDI
• Purpose International Dividend Fund (PID $31.63)
  • $31.63 P/E (TTM): 24.8X Cap: $173M
  • View PID Profile
  • View Questions on PID

Q: Hello 5i,
How would you compare/rank these two for International exposure?
Which would be your favourite and why?
Could both be held or is the overlap too significant?
Many thanks as always!!
Cheers,
Mike

Upvote 0

Read Answer Asked by Mike on November 03, 2021

Q: We have all seen bidders or sellers put in (bids/asks) prices 10 to 20% either below or above yesterdays prices. How effective is the practice?
As always thanks for great advice.
Clayton

Upvote 0

Read Answer Asked by Clayton on November 03, 2021

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $151.10)
  • $151.10 P/E (TTM): 54.82X Cap: $7.72B
  • View CIGI Profile
  • View Questions on CIGI

Q: Comments please on CIGI's latest quarterly results.

Thanks, Tim.

Upvote 0

Read Answer Asked by tim on November 03, 2021

• WeWork Inc - Class A (WE $46.61)
  • View WE Profile
  • View Questions on WE

Q: Thoughts on we work with more companies using a hybrid working moving forward?

Upvote 0

Read Answer Asked by mike on November 03, 2021

• Fidelity National Information Services Inc. (FIS $46.68)
  • $46.68 P/E (TTM): 63.76X Cap: $24.01B
  • View FIS Profile
  • View Questions on FIS

Q: Hi, the stock as well as competitors FISV and especially GPN are all significantly down and I can't find news that would justify the move. Any idea? Is there an opportunity on FIS which seems to be a quality company in a growing industry ?
Thank you.

Upvote 0

Read Answer Asked by anthony on November 03, 2021

• Twilio Inc. Class A (TWLO $131.53)
  • $131.53 P/E (TTM): 654.75X Cap: $19.92B
  • View TWLO Profile
  • View Questions on TWLO
• Energy Fuels Inc. (EFR $24.84)
  • $24.84 Cap: $5.96B
  • View EFR Profile
  • View Questions on EFR
• Energy Fuels Inc (UUUU $17.83)
  • $17.83 Cap: $4.42B
  • View UUUU Profile
  • View Questions on UUUU

Q: EFR just reported their earnings, how was it? any upside left in share price?

TWLO is keeping going down, buy more, hold or sell?

As always many thanks!

Upvote 0

Read Answer Asked by Lin on November 03, 2021

• Match Group Inc. (MTCH $32.14)
  • $32.14 P/E (TTM): 13.21X Cap: $7.47B
  • View MTCH Profile
  • View Questions on MTCH

Q: Please provide your assessment of the last quarter. This has been an underperformer for the past 6 months now, selling off at every quarterly report.

Do you still believe in the company? I hold a fairly sizeable position (5%). Would you buy sell or hold ?
Thank you

Upvote 0

Read Answer Asked by Karim on November 03, 2021

• iShares Biotechnology ETF (IBB $168.83)
  • $168.83 P/E (TTM): 20.63X Cap: $8.14B
  • View IBB Profile
  • View Questions on IBB
• iShares U.S. Pharmaceuticals ETF (IHE $86.33)
  • $86.33 P/E (TTM): 21.49X Cap: $1B
  • View IHE Profile
  • View Questions on IHE

Q: WHAT ARE YOUR FEELINGS ABOUT INVESTING IN PHARMACEUTICALS AND IF SO WHICH ONES OR AN ETF

Upvote 0

Read Answer Asked by Bonnie on November 03, 2021

• BMO Aggregate Bond Index ETF (ZAG $13.71)
  • $13.71 Cap: $11.77B
  • View ZAG Profile
  • View Questions on ZAG
• iShares Core Canadian Short Term Bond Index ETF (XSB $26.84)
  • $26.84 P/E (TTM): 45.21X Cap: $3.92B
  • View XSB Profile
  • View Questions on XSB
• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.31)
  • $23.31 Cap: $1.63B
  • View VSB Profile
  • View Questions on VSB

Q: The short duration bond ETFs like these have declined in last few months with possibility of increased rates. If these are held for five years, would there still be loss of principal, if interest rates stay higher than today. I was assuming if bonds are held to maturity, there is no loss of principal. Hopefully, my question makes sense.

Upvote 0

Read Answer Asked by Sudhir on November 03, 2021

• Propel Holdings Inc. (PRL $18.23)
  • $18.23 P/E (TTM): 9.54X Cap: $717M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi

I am thinking about buying PRL as a 5 year hold in my RRSP at 1% of my total holdings.

I know it was a resent IPO., and could be a mini CSU.

Your comments would be most welcome concerning PRL.

Thank you

Mike

Upvote 0

Read Answer Asked by Mike on November 03, 2021

Q: You mention that whenever there is a big drop in share price the ambulance chasers come out and try a class action lawsuit. I have seen it in many stocks lately. How often would you say that the lawyers see something out of it or do they just fade away when they don't get enough people to sign up? Or the share price bounces back making the lawsuit useless.

Upvote 0

Read Answer Asked by Neil on November 03, 2021

• Manulife Financial Corporation (MFC $48.95)
  • $48.95 P/E (TTM): 15.98X Cap: $82.07B
  • View MFC Profile
  • View Questions on MFC

Q: Hi Foks,

Any insight into MFC's reporting this week? Thanks as always.

Gary

Upvote 0

Read Answer Asked by Gary on November 03, 2021

• Harvest Healthcare Leaders Income ETF (HHL $7.04)
  • $7.04 P/E (TTM): 23.48X Cap: $1.60B
  • View HHL Profile
  • View Questions on HHL
• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.00)
  • $18.00 P/E (TTM): 16.07X Cap: $269M
  • View LIFE Profile
  • View Questions on LIFE

Q: You have recommended HHL in several recent answers. I currently hold LIFE and would appreciate your comparison of the two. I would have to declare a small capital gain to make a switch; would you endorse such a move?

Upvote 0

Read Answer Asked by Peter on November 03, 2021

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• AECOM (ACM $84.98)
  • $84.98 P/E (TTM): 28.62X Cap: $11.08B
  • View ACM Profile
  • View Questions on ACM
• Jacobs Solutions Inc. (J $128.04)
  • $128.04 P/E (TTM): 34.69X Cap: $15.03B
  • View J Profile
  • View Questions on J

Q: Biden seems to be making a push to finance and enhance infrastructure support in developing nations to counteract China’s Belt and Road Initiative. Thoughts on which North American companies would benefit from such a build-out?

Upvote 0

Read Answer Asked by John on November 03, 2021