Investment Q&A

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.51)
  • $166.51 P/E (TTM): 21.16X Cap: $384.51B
  • View BABA Profile
  • View Questions on BABA
• Tencent Holdings Ltd. ADR (TCEHY $70.68)
  • $70.68 P/E (TTM): 29.41X Cap: $658.80B
  • View TCEHY Profile
  • View Questions on TCEHY
• NetEase Inc. (NTES $123.52)
  • $123.52 P/E (TTM): 18.76X Cap: $78.21B
  • View NTES Profile
  • View Questions on NTES
• JD.com Inc. (JD $28.35)
  • $28.35 P/E (TTM): 7.29X Cap: $40.70B
  • View JD Profile
  • View Questions on JD
• NIO Inc. American depositary shares each representing one Class A (NIO $4.96)
  • $4.96 Cap: $11.14B
  • View NIO Profile
  • View Questions on NIO

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Upvote 0

Read Answer Asked by Lorraine on August 31, 2021

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

Upvote 0

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

Upvote 0

Read Answer Asked by Rodney on August 30, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI

Q: Am thinking of swapping either SQ or WELL for NVEI for more growth. What are your thoughts?
Peter

Upvote 0

Read Answer Asked by Peter on August 30, 2021

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $68.54)
  • $68.54 Cap: $9.05B
  • View BIPC Profile
  • View Questions on BIPC

Q: Good Morning,
Why BIPC is going down so much in the last few days? Thank you!

Upvote 0

Read Answer Asked by Nhung on August 30, 2021

• CT Real Estate Investment Trust (CRT.UN $16.74)
  • $16.74 P/E (TTM): 17.43X Cap: $4B
  • View CRT.UN Profile
  • View Questions on CRT.UN

Q: What are your current thoughts on CRT.UN? Thanks.

Upvote 0

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.

Upvote 0

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): 56.5X Cap: $51.70B
  • View CSU.DB Profile
  • View Questions on CSU.DB

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.

Upvote 0

Read Answer Asked by kelly on August 30, 2021

• Mosaic Company (The) (MOS $30.12)
  • $30.12 P/E (TTM): 7.41X Cap: $9.56B
  • View MOS Profile
  • View Questions on MOS
• Nutrien Ltd. (NTR $96.36)
  • $96.36 P/E (TTM): 55.53X Cap: $46.57B
  • View NTR Profile
  • View Questions on NTR
• Farmland Partners Inc. (FPI $11.88)
  • $11.88 P/E (TTM): 9.21X Cap: $500M
  • View FPI Profile
  • View Questions on FPI
• Gladstone Land Corporation (LAND $10.95)
  • $10.95 Cap: $408M
  • View LAND Profile
  • View Questions on LAND

Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan

Upvote 0

Read Answer Asked by DANIEL on August 30, 2021

• Lithium Americas Corp. (LAC $6.43)
  • $6.43 Cap: $1.95B
  • View LAC Profile
  • View Questions on LAC
• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X
  • View NLC Profile
  • View Questions on NLC
• Sociedad Quimica y Minera S.A. (SQM $70.28)
  • $70.28 P/E (TTM): 29.78X Cap: $20.32B
  • View SQM Profile
  • View Questions on SQM

Q: Could you please recommend 3 or 4 lithium producers, CND or US. Always thankful. Best service available.

Upvote 0

Read Answer Asked by Rob on August 30, 2021

• Noront Resources Ltd. (NOT $1.10)
  • View NOT Profile
  • View Questions on NOT

Q: What's up here? $.55 cash offer and now it's up to $.80 today?
B, S or H?

Upvote 0

Read Answer Asked by Tim on August 30, 2021

• Capstone Copper Corp. (CS $15.84)
  • $15.84 P/E (TTM): 28.25X Cap: $12.23B
  • View CS Profile
  • View Questions on CS
• Copper Mountain Mining Corporation (CMMC $2.49)
  • View CMMC Profile
  • View Questions on CMMC

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

Upvote 0

Read Answer Asked by Ian on August 30, 2021

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

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?

Upvote 0

Read Answer Asked by Shyam on August 30, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
  • View CUB Profile
  • View Questions on CUB

Q: Thoughts on this stock and valuation/growth? It has fallen a bit... wondering if I should sell or not

Upvote 0

Read Answer Asked by Max on August 30, 2021

• M/I Homes Inc. (MHO $145.40)
  • $145.40 P/E (TTM): 8.32X Cap: $3.80B
  • View MHO Profile
  • View Questions on MHO
• NVR Inc. (NVR $8,094.28)
  • $8,094.28 P/E (TTM): 17.33X Cap: $22.98B
  • View NVR Profile
  • View Questions on NVR

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

Upvote 1

Read Answer Asked by Shyam on August 30, 2021

• Amazon.com Inc. (AMZN $206.96)
  • $206.96 P/E (TTM): 29.33X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $318.63)
  • $318.63 P/E (TTM): 29.89X Cap: $3.92T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $413.27)
  • $413.27 P/E (TTM): 28.53X Cap: $3.06T
  • View MSFT Profile
  • View Questions on MSFT

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

Upvote 0

Read Answer Asked by Marc on August 30, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: What are your thoughts on SQ.US compared to NVEI.TO for growth
thanks
Peter

Upvote 0

Read Answer Asked by Peter on August 30, 2021

• Dell Technologies Inc. Class C (DELL $126.01)
  • $126.01 P/E (TTM): 15.78X Cap: $83.50B
  • View DELL Profile
  • View Questions on DELL

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?

Upvote 0

Read Answer Asked by J on August 30, 2021

• Superior Plus Corp. (SPB $7.56)
  • $7.56 P/E (TTM): 110.05X Cap: $1.64B
  • View SPB Profile
  • View Questions on SPB
• Alaris Equity Partners Income Trust (AD.UN $22.56)
  • $22.56 P/E (TTM): 5.91X Cap: $1.02B
  • View AD.UN Profile
  • View Questions on AD.UN
• Exchange Income Corporation (EIF $98.38)
  • $98.38 P/E (TTM): 36.53X Cap: $5.37B
  • View EIF Profile
  • View Questions on EIF

Q: Which stock of these three do you prefer and what order would you put them in.

Upvote 0

Read Answer Asked by don on August 30, 2021

• NVIDIA Corporation (NVDA $188.54)
  • $188.54 P/E (TTM): 46.01X Cap: $4.61T
  • View NVDA Profile
  • View Questions on NVDA
• Roku Inc. (ROKU $90.91)
  • $90.91 Cap: $13.43B
  • View ROKU Profile
  • View Questions on ROKU
• CrowdStrike Holdings Inc. (CRWD $413.39)
  • $413.39 Cap: $104.21B
  • View CRWD Profile
  • View Questions on CRWD
• Lightspeed Commerce Inc. Subordinate (LSPD $9.25)
  • $9.25 Cap: $1.26B
  • View LSPD Profile
  • View Questions on LSPD
• Unity Software Inc. (U $29.06)
  • $29.06 Cap: $12.43B
  • View U Profile
  • View Questions on U
• Upstart Holdings Inc. (UPST $38.96)
  • $38.96 P/E (TTM): 159.33X Cap: $3.79B
  • View UPST Profile
  • View Questions on UPST

Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB

Upvote 0

Read Answer Asked by bob on August 30, 2021