Investment Q&A

• Sangoma Technologies Corporation (STC $5.49)
  • $5.49 Cap: $182M
  • View STC Profile
  • View Questions on STC
• Descartes Systems Group Inc. (The) (DSG $97.76)
  • $97.76 P/E (TTM): 43.28X Cap: $8.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $139.10)
  • $139.10 P/E (TTM): 42.99X Cap: $3.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Topicus.com Inc. (TOI $97.48)
  • $97.48 P/E (TTM): 300.57X Cap: $12.67B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?

Upvote 0

Read Answer Asked by Mintu on February 08, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: PHO has moved nicely the last couple months. Would you say it was under, over or fair value here? Would you buy, sell or hold at these levels?

Upvote 0

Read Answer Asked by Tony on February 08, 2021

• North West Company Inc. (The) (NWC $52.00)
  • $52.00 P/E (TTM): 18.46X Cap: $2.57B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: No news I see today. Any reason you can see for the healthy movement in this one?


Sheldon

Upvote 0

Read Answer Asked by Sheldon on February 08, 2021

Q: Hi Peter,

Thanks for the good work you do.
One suggestion, could you have a section where you post 10 stocks for say
1. Top Stock Picks
2. Safe stock picks
3. High growth Picks
.....etc

Upvote 0

Read Answer Asked by HARRY on February 08, 2021

• Nuance Communications Inc. (NUAN)
  • View NUAN Profile
  • View Questions on NUAN
• CrowdStrike Holdings Inc. (CRWD $400.48)
  • $400.48 Cap: $101.09B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $2.96)
  • $2.96 Cap: $363M
  • View APPS Profile
  • View Questions on APPS
• Celsius Holdings Inc. (CELH $34.58)
  • $34.58 P/E (TTM): 136.32X Cap: $9.28B
  • View CELH Profile
  • View Questions on CELH
• Magnite Inc. (MGNI $12.13)
  • $12.13 P/E (TTM): 13.83X Cap: $1.75B
  • View MGNI Profile
  • View Questions on MGNI

Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

Upvote 0

Read Answer Asked by John on February 08, 2021

• American Express Company (AXP $304.95)
  • $304.95 P/E (TTM): 19.28X Cap: $209.66B
  • View AXP Profile
  • View Questions on AXP
• Mastercard Incorporated (MA $498.84)
  • $498.84 P/E (TTM): 29.87X Cap: $447.24B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $303.44)
  • $303.44 P/E (TTM): 28.24X Cap: $581.18B
  • View V Profile
  • View Questions on V

Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?

Upvote 0

Read Answer Asked by James on February 08, 2021

• CuriosityStream Inc. (CURI $3.23)
  • $3.23 Cap: $172M
  • View CURI Profile
  • View Questions on CURI

Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

Upvote 0

Read Answer Asked by Cory on February 08, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on February 06, 2021

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
  • View ZZZ Profile
  • View Questions on ZZZ

Q: What I should know about Sleep Country,what's with price action today ? Thanks

Upvote 0

Read Answer Asked by Gilles on February 06, 2021

• Dividend 15 Split Corp. Class A Shares (DFN $7.36)
  • $7.36 P/E (TTM): 10.96X Cap: $885M
  • View DFN Profile
  • View Questions on DFN

Q: I am interested in your opinion of DFN. I do understand how it works. Do you think that as long as the markets stay in their current bullish mood, DFN can maintain its amazing yield?

Upvote 0

Read Answer Asked by David on February 06, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

Upvote 0

Read Answer Asked by Rob on February 06, 2021

Q: in TFSA account, what is the tax implication if buying Canadian listed EFT investing in US listed stocks? is there any witholding tax ?

Upvote 0

Read Answer Asked by Santoso on February 06, 2021

• Brookfield Infrastructure Partners L.P. Class A preferred limited partnership units series 5 (BIP.PR.C $24.99)
  • $24.99 P/E (TTM): 34.16X
  • View BIP.PR.C Profile
  • View Questions on BIP.PR.C
• Brookfield Asset Management Inc Class A Limited (BAM $43.37)
  • $43.37 P/E (TTM): 30.33X Cap: $72.29B
  • View BAM Profile
  • View Questions on BAM
• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $33.48)
  • $33.48 Cap: $22.65B
  • View BEP Profile
  • View Questions on BEP

Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

Upvote 0

Read Answer Asked by Donald on February 06, 2021

• Hazelview Global Real Estate Fund series F (TBR203 $7.76)
  • View TBR203 Profile
  • View Questions on TBR203
• Brompton European Dividend Growth ETF (EDGF $11.30)
  • $11.30 P/E (TTM): 14.38X Cap: $33M
  • View EDGF Profile
  • View Questions on EDGF

Q: Could I have your view on the following companies.

Upvote 0

Read Answer Asked by Donald on February 06, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
  • View SPLK Profile
  • View Questions on SPLK

Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

Upvote 0

Read Answer Asked by Frank on February 05, 2021

Q: Hi,
If I wanted to sell all of the holdings I have in my TFSA - would I be able to reinvest the accumulated amount available again at a later date.- I believe it is $ 75500.00 up to 2021. I have not invested using the 2021 amount yet - if that matters.
If you could give me an overall review of it or even a reference link - it would be much appreciated.
Thanks

Upvote 0

Read Answer Asked by Paul on February 05, 2021

Q: Hi group gold/silver looking like a sell. Gold appears to be on it way to testing $1700 i am overweight (20%) time to run for the hills . I have been trying to follow Larry Berman strategy and its was working earlier in 2020 but it looks like Bitcoin stole the show. Can i please have your thoughts on where we go from here . Buy sell hold and why ? Thanks for your analysis

Upvote 0

Read Answer Asked by Terence on February 05, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $17.90)
  • $17.90 P/E (TTM): 23.34X Cap: $50M
  • View PAYF Profile
  • View Questions on PAYF

Q: Morning:
Any opinions on this ETF as a source for income??
Thanks,
Greg.

Upvote 0

Read Answer Asked by Greg on February 05, 2021

• BMO Monthly Income ETF (ZMI $18.86)
  • $18.86 P/E (TTM): 1.99X Cap: $221M
  • View ZMI Profile
  • View Questions on ZMI
• Global X Active Global Dividend ETF (HAZ $41.95)
  • $41.95 P/E (TTM): 0.52X Cap: $516M
  • View HAZ Profile
  • View Questions on HAZ
• iShares Canadian Financial Monthly Income ETF (FIE $9.83)
  • $9.83 P/E (TTM): 13.37X Cap: $1.26B
  • View FIE Profile
  • View Questions on FIE
• iShares Diversified Monthly Income ETF (XTR $11.95)
  • $11.95 P/E (TTM): 18.54X Cap: $368M
  • View XTR Profile
  • View Questions on XTR
• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $26.59)
  • $26.59 P/E (TTM): 16.27X Cap: $190M
  • View CYH Profile
  • View Questions on CYH
• Dynamic Active Global Dividend ETF (DXG $76.43)
  • $76.43 P/E (TTM): 29.99X Cap: $811M
  • View DXG Profile
  • View Questions on DXG
• Purpose Multi-Asset Income Fund (PINC $21.06)
  • $21.06 P/E (TTM): 10.94X Cap: $60M
  • View PINC Profile
  • View Questions on PINC

Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

Upvote 0

Read Answer Asked by pietro on February 05, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $29.46)
  • $29.46 P/E (TTM): 20.46X Cap: $865M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Industrials Index ETF (ZIN $54.12)
  • $54.12 P/E (TTM): 20.48X Cap: $50M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $65.19)
  • $65.19 P/E (TTM): 16.5X Cap: $391M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.34)
  • $63.34 P/E (TTM): 54.87X Cap: $674M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Capped Materials Index ETF (XMA $47.00)
  • $47.00 P/E (TTM): 31.72X Cap: $731M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.87)
  • $15.87 P/E (TTM): 63.09X Cap: $1.10B
  • View XRE Profile
  • View Questions on XRE

Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

Upvote 0

Read Answer Asked by Fiona on February 05, 2021