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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: For real estate exposure, would you recommend buying both CAR.UN and TCN, or is holding only one sufficient? If one is acceptable, which do you prefer? Thank you!!
Read Answer Asked by Greg on January 25, 2021
Q: Hello Peter, you may want to clarify your response to Pierre's CDIC question of Jan 21. He wondered about coverage if he has both a $90,000 GIC and a $90,000 High Interest Saving Account at the same financial institution. While it is true that he would get coverage of $100,000 coverage for each account if they were in two separate categories (e.g., non-registered, RRSP, TFSA, a joint account with another person or a trust account), he would NOT get 'double coverage' for up to $200,000 if both the GIC and the savings account were just in non-registered accounts in his name alone, nor if both were held in his RRSP or another single category. CDIC will aggregate the deposits in each category, even if they are in multiple separate accounts. Thank you.
Read Answer Asked by James on January 25, 2021
Q: I'm trying to keep a decent weighting of fixed income, and started buying the TIPS etf a couple years ago for better-than-GIC returns, and its worked out well. Now, I'm thinking of shorter duration TIPS (STIP) in case the fed has to move on rates sooner than anticipated. I'd appreciate your comments.
Read Answer Asked by Mike on January 25, 2021
Q: Hi Peter, Ryan, and 5i Team,
Are there any Consumer Staples ETFs that exclude tobacco? Any geographic area would be considered. Thanks for all your help.
Read Answer Asked by Jerry on January 25, 2021
Q: I would like to add to your comments to a question asked by Murray early last week. IBI Group is a much smaller company compared to Stantec and WSP but adjusted EBITDA margins are higher and its growth rate is marginally higher(lower base). Its debt is also higher at 1.1 adjusted EBITDA where as Stantec is 0.8 and WSP is 0.3(would be 0.7 except for the $550 million share issue). Insiders of IBI own approximately 36%. There are 31.3 million common shares issued and there are also 6.3 million class B shares, non voting, but exchangeable for common shares on a I for I basis. Combined there are 37.5 million shares. The management partnership owns 7.2 million of the common shares and if the class B shares were converted, the insiders would own almost 36%.
IBI seems to be on the right track now and is an interesting small cap which is undervalued based on a diluted adjusted EBITDA multiple to Stantec. Similarly Stantec is undervalued compared to WSP Global.
Read Answer Asked by Don on January 25, 2021
Q: Hi fabulous team,

I saw this under some answer:
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in PLTR.
Does that means some of your team owns the stock?

Thanks!
Read Answer Asked by Jinlong on January 25, 2021
Q: Hi team,
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS
Read Answer Asked by Jacques on January 25, 2021
Q: Good Day,

Currently I have approximately $72 000 invested and I am working toward ensuring that my portfolio is diversified. Your portfolio analytics tool has informed me that I need more international exposure. I recently read an article about investing in small cap ETFs now in order to realize potential gains down the road. I am wondering what you would recommend for small cap ETFs?

Regards,

Ryan
Read Answer Asked by Ryan on January 25, 2021
Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!
Read Answer Asked by Allie on January 25, 2021
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