Investment Q&A

• PENN Entertainment Inc. (PENN $16.59)
  • $16.59 Cap: $2.42B
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• DraftKings Inc. (DKNG $30.14)
  • $30.14 Cap: $14.96B
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Q: Happy New Year to all at 5i!!
Penn National or Draft Kings for growth and reasons why please.
Thank you
Dave

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Read Answer Asked by Dave on January 05, 2021

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: happy new year

i'd like to know your thoughts on RNW, please. It looks rather inexpensive in the renewable sector. many thanks

al

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Read Answer Asked by alex on January 05, 2021

• AbCellera Biologics Inc. (ABCL $5.36)
  • $5.36 Cap: $1.57B
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Q: Happy new year!

ABCL looks to be settling down.....would you step in here? 1/2 or full position?

All the best in 2021 !!

Dave

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Read Answer Asked by David on January 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Happy New Year to all at 5i!!
In answer to John on Jan5 you said you would be reluctant to transfer LSPD to a TFSA because it would trigger a capital gain. I’m faced with the same situation and would like to understand your reasoning. My thinking is to transfer to the TFSA, pay some tax and get years of tax free gains in the future. Love to hear your thoughts.
Dave

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Read Answer Asked by Dave on January 05, 2021

• CI Galaxy Bitcoin Fund (BTCG.U $26.07)
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Q:
Given the hype recently of Digital currency.Could you please give us your view of this fund. Is it worth investing in?

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Read Answer Asked by shirley on January 05, 2021

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
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• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
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• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
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Q: I own all three in my RRSP in equal position. Outside of my RRSP, I have large exposure to the US markets (>50%).

I'm thinking on consolidating banks by selling RY & TD to buy BNS. BNS is up from its previous lows but looks to be trading at reasonable multiplies.

Thoughts?

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Read Answer Asked by Ian on January 05, 2021

Q: What is your opinion on this company? Can you also include the general terms and conditions on the warrant? Thank you. Greg

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Read Answer Asked by Greg on January 05, 2021

Q: DNMR What is your opinion of this company and there environmental industry changing technology?

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Read Answer Asked by Ian on January 05, 2021

• Vanguard Total Stock Market ETF (VTI $334.08)
  • $334.08 P/E (TTM): 26.9X Cap: $498.94B
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Q: What would be your recommendation for a total US stock market ETF?

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Read Answer Asked by Tony on January 05, 2021

• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.19X Cap: $37.23B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.51B
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Q: Good afternoon, I am wondering if you could provide 4 or 5 top Canadian or American non-tech suggestions for our 2021 TFSA purchases. I noticed Xebec in one answer but would this be considered "tech"? I also have a second question. I sold half my shopify some time ago and of course, it has continued to run up. Would you trim again or would you just enjoy the ride at this point?
Thanks, Rod

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Read Answer Asked by Rod on January 05, 2021

• Grayscale Bitcoin Trust (GBTC $83.34)
  • $83.34 Cap: $19.03B
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• INVESCO QQQ Trust (QQQ $626.05)
  • $626.05 P/E (TTM): 36.04X Cap: $414.39B
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• ARK Innovation ETF (ARKK $85.68)
  • $85.68 P/E (TTM): 39.1X Cap: $8.27B
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Q: Dear 5i,

If one wanted to invest in bitcoin would you wait for a US listed ETF or would
you invest in an existing blockchain ETF like BLOK?
(Van Eck filed just recently for a bitcoin ETF)

On the same risk/return spectrum do you think there are better themes to invest in with my money? Please suggest alternatives and perhaps some ETF's to research.

happy new year

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Read Answer Asked by Ian on January 05, 2021

• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.19X Cap: $37.23B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.51B
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Q: can I get your top 3-5 growth picks excluding the tech sector at this time?

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Read Answer Asked by Patricia on January 05, 2021

• Cargojet Inc. Common and Variable Voting Shares (CJT $80.91)
  • $80.91 P/E (TTM): 9.54X Cap: $1.22B
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Q: I have done well on Cargojet in 2020. It has had a significant pullback in the past two months. Do you think that it has had its run or would you suggest holding on.Thank You.

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Read Answer Asked by Brian on January 05, 2021

• Enbridge Inc (ENB $46.98)
  • $46.98 P/E (TTM): 23.08X Cap: $101.88B
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Q: Happy New Year. Your opinion on a $50K RRSP account for a 10yr+ window with the above mentioned equal weighted shares (with this time frame, I suppose emphasis on capital appreciation would be preferable):. If you prefer others, which ones and why. Thanks. Jacques

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Read Answer Asked by Jacques on January 05, 2021

• FAX Capital Corp. (FXC $4.95)
  • $4.95 Cap: $210M
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Q: Would like your opinion on FXC, they seem to have made a few initial good investments.

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Read Answer Asked by Jim on January 05, 2021

• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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• Aecon Group Inc. (ARE $32.18)
  • $32.18 P/E (TTM): 83.46X Cap: $1.89B
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Q: I have been retired for a long time. Is it reasonable to add Aecon (with its larger yield) for income to my portfolio, or is the larger WSP a better choice even though the yield is lower?

Thanks

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Read Answer Asked by M.S. on January 05, 2021

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $66.92)
  • $66.92 P/E (TTM): 0.28X Cap: $953M
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Q: I am looking for a world market etf X USA that trades in Canadian dollars that you would recommend for my TFSA

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Read Answer Asked by Jean on January 05, 2021

• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.27B
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Q: I'm just curious.. Do you think it is likely or unlikely that WELL will start trading on the American stock market in addition to the Canadian one day? (Like LSPD did recently.)

Thank you & Happy New Year

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Read Answer Asked by Sandra on January 05, 2021

• Questor Technology Inc. (QST $0.50)
  • $0.50 Cap: $14M
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• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.27B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Happy new year to 5i team!

I own the companies listed above within TFSA in equal positions of 8-10% except KXS where I am at 3% position.
I will add 6K to TFSA in 2021
Option 1: Buy more KXS with new money
Option 2: Buy XBC with new money
Option 3: Sell REAL and buy both KXS and XBC

In your opinions which of above option has better growth potential

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Read Answer Asked by Mahendiali on January 05, 2021

• Sonida Senior Living Inc Com (New) (CSU)
  • P/E (TTM): -0.5X Cap: $75M
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Q: Is the dividend from the Topicus spinout from CSU an eligible one in a taxable account and would you know the amount per share?

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Read Answer Asked by Jeff on January 05, 2021