Investment Q&A

• Fronsac Real Estate Investment Trust (FRO.UN)
  • P/E (TTM): 21.7X Cap: $134M
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Q: I am interested in this REIT, please give me your opinion with regard to comparison to peers and anything else that is relevant.

Bill

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Read Answer Asked by Bill on January 05, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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Q: Hi, I am looking at topping up my TFSA with a transfer in kind from a cash account. I realize that doing so with a profitable holding will trigger a capital gain, so am wondering about transferring stock that I currently show a loss on. Granted it is a paper loss and I do not wish to sell the stock outright as it is NVDA. Would the same be true here in that I will trigger a capital loss, because technically the holdings are sold in the cash account and bought again in the TFSA? If so, then it seems like an interesting option - would you agree? Or is there an alternative you would suggest that is better? As always, your thoughts and input are greatly appreciated.
Happy New Year!
Dawn

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Read Answer Asked by Dawn on January 05, 2021

Q: If I open an TFSA in my Wife's name and borrow from bank $75,000.00 (LOC)n my name to buy stocks ,, can the banks interest be deducted from my Annual salary or Cash account dividends as an expense.? I have my own TFSA. Is their such a thing as a "spousal" TFSA.
HNY...CEC

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Read Answer Asked by Cecil on January 05, 2021

• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
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Q: Thoughts on Lulu Lemon? How "expensive" are they relative to peers on a forward basis?

I think their international expansion could be really successful.

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Read Answer Asked by Max on January 05, 2021

• Trican Well Service Ltd. (TCW $5.21)
  • $5.21 P/E (TTM): 10.67X Cap: $1.16B
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Q: Looking to add a speculative position to my portfolio and been researching Trican. After going through its November presentation its evident things have been tough with a lot of their fleet parked. However, it is showing good momentum and want to know your thoughts. thanks.

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Read Answer Asked by David on January 05, 2021

Q: I am a snowbird and require income in US funds. With the recent weakening in the US dollar is now a good time to convert some Canadian currency assets into US currency assets. What are your thoughts on the Canada USA exchange rate has it peaked or will the Canadian dollar stronger?


Thank you


Steve

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Read Answer Asked by Stephen on January 05, 2021

• Birchcliff Energy Ltd. (BIR $6.28)
  • $6.28 P/E (TTM): 22.54X Cap: $1.71B
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Q: HappyNew year guys Ihave 13000 shares of this stock I don,t need the money so should Ikeep them i am only down about $800 or is there something better to get into Thanks

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Read Answer Asked by Larry on January 05, 2021

• Brookfield Office Properties Inc. Class AAA Preference Shares Series CC (BPO.PR.C $24.31)
  • $24.31 Cap: $9.11B
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Q: with regards to the proposed takeover of BPY by BAM does this increase the credit quality of this preferred...ie..is it a direct obligation of BAM once completed....and does it increase the likelihood of redemption at par later this year...many thanks...Cheers

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Read Answer Asked by Cam on January 05, 2021

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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Q: I noticed KXS has been up and down and is currently down a bit from the highs in the fall. Is this a good opportunity to add to a position in KXS, or is something going on with the company?

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Read Answer Asked by Erin on January 05, 2021

• Ingersoll Rand Inc. (IR $78.73)
  • $78.73 P/E (TTM): 61.6X Cap: $31.67B
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Q: What is your growth outlook for IR? Buy Hold or Sell?

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Read Answer Asked by Jacques on January 05, 2021

• AbCellera Biologics Inc. (ABCL $5.36)
  • $5.36 Cap: $1.57B
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Q: Please provide me with the name of your top 10 Canadian companies that had an IPO in 2020. Also please rank them in order.
Thank You
André

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Read Answer Asked by André on January 05, 2021

• Amplify Cybersecurity ETF (HACK $86.10)
  • $86.10 P/E (TTM): 34.6X Cap: $2.31B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $76.33)
  • $76.33 P/E (TTM): 37.47X Cap: $11.31B
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
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Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray

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Read Answer Asked by Murray on January 05, 2021

• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Starbucks Corporation (SBUX $83.15)
  • $83.15 P/E (TTM): 36.82X Cap: $95.67B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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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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• Vanguard S&P 500 Index ETF (VFV $169.34)
  • $169.34 P/E (TTM): 27.07X Cap: $27.43B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.71)
  • $103.71 Cap: $2.25B
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• Veeva Systems Inc. Class A (VEEV $285.03)
  • $285.03 P/E (TTM): 59.95X Cap: $46.71B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
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• Trane Technologies plc (TT $446.37)
  • $446.37 P/E (TTM): 33.84X Cap: $95.12B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.04)
  • $59.04 Cap: $22.25B
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• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
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Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

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Read Answer Asked by Roy on January 05, 2021

• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 Cap: $8.76B
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• PH&N Inflation-Linked Bond Fund Series D (RBF1650 $7.19)
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Q: Please comment on the timing of taking a position in RBF1650 as an income investment. What is the risk compared to XBB? Inflation is one of the biggest worries for Canadians currently. Happy New Year to everyone at 5i. Thank you

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Read Answer Asked by Richard on January 05, 2021

• JPMorgan Chase & Co. (JPM $309.44)
  • $309.44 P/E (TTM): 15.66X Cap: $840.07B
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• Lennar Corporation Class A (LEN $124.13)
  • $124.13 P/E (TTM): 12.71X Cap: $31.66B
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• Southwest Airlines Company (LUV $30.09)
  • $30.09 P/E (TTM): 47.47X Cap: $15.85B
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• Sonic Automotive Inc. (SAH $62.25)
  • $62.25 P/E (TTM): 14.28X Cap: $2.19B
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• MarineMax Inc. (FL) (HZO $23.71)
  • $23.71 Cap: $569M
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Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!

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Read Answer Asked by Grant on January 05, 2021

• Lockheed Martin Corporation (LMT $489.72)
  • $489.72 P/E (TTM): 27.28X Cap: $113.30B
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Q: I would like to have your outlook on LMT for 2021.
Do you consider the company with good fundamentals and stable balance sheet?
Do you recommend holding a position on the stock?
Thank you

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Read Answer Asked by Kristelle on January 05, 2021

Q: Peter; If the Georgia election is “ overwhelming “ in the Democrats favour - basically rejecting the Trumpaffoon - is this a market changer and possibly the end of the clown politics? Crystal ball question I realize. Thanks . Rod

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Read Answer Asked by Rodney on January 05, 2021

• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
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• Atlassian Corporation (TEAM $160.67)
  • $160.67 Cap: $41.78B
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
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Q: Hi Peter, Ryan and Team,

Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?

Thanks.

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Read Answer Asked by Marvin on January 05, 2021

• Palantir Technologies Inc. (PLTR $194.55)
  • $194.55 P/E (TTM): 632.0X Cap: $461.53B
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• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
  • View U Profile
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Q: Hello Team, do you feel both these stocks are buys and how would you rank them for short term growth and momentum? Long term growth and momentum.
Thanks,
Barry

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Read Answer Asked by Barry on January 05, 2021

• BMO MSCI Emerging Markets Index ETF (ZEM $27.96)
  • $27.96 P/E (TTM): 6.82X Cap: $1.87B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.13)
  • $46.13 P/E (TTM): 12.7X Cap: $15.36B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.98)
  • $36.98 P/E (TTM): 10.91X Cap: $3.03B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.42)
  • $46.42 P/E (TTM): 5.86X Cap: $3.17B
  • View VEE Profile
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• iShares Latin America 40 ETF (ILF $29.39)
  • $29.39 P/E (TTM): 3.59X Cap: $2.04B
  • View ILF Profile
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• iShares MSCI Brazil ETF (EWZ $31.05)
  • $31.05 P/E (TTM): 51.35X Cap: $6B
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Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!

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Read Answer Asked by Henry on January 04, 2021