Investment Q&A

• NVIDIA Corporation (NVDA $171.29)
  • $171.29 P/E (TTM): 43.74X Cap: $4.31T
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• MEDIFAST INC (MED $12.27)
  • $12.27 P/E (TTM): 36.36X Cap: $132M
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• Reliance Inc. (RS $296.19)
  • $296.19 P/E (TTM): 21.15X Cap: $15.39B
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• CrowdStrike Holdings Inc. (CRWD $474.73)
  • $474.73 Cap: $123.15B
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• Trane Technologies plc (TT $387.42)
  • $387.42 P/E (TTM): 30.11X Cap: $87.79B
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Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks

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Read Answer Asked by claudio on March 19, 2021

• Pembina Pipeline Corporation (PPL $51.33)
  • $51.33 P/E (TTM): 18.56X Cap: $29.49B
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• Pembina Pipeline Corp. (Canada) (PBA $37.24)
  • $37.24 P/E (TTM): 18.56X Cap: $21.41B
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Q: What is 5i position on PBA. Good yield, is there room for growth?

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Read Answer Asked by LARRY on March 19, 2021

• The Boeing Company (BA $208.17)
  • $208.17 Cap: $157.11B
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• Delta Air Lines Inc. (DAL $71.02)
  • $71.02 P/E (TTM): 10.04X Cap: $46.45B
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• Home Depot Inc. (The) (HD $355.38)
  • $355.38 P/E (TTM): 24.35X Cap: $351.09B
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• AT&T Inc. (T $24.33)
  • $24.33 P/E (TTM): 7.89X Cap: $170.64B
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• Air Canada Voting and Variable Voting Shares (AC $18.61)
  • $18.61 Cap: $5.50B
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• iShares Russell 2000 ETF (IWM $248.81)
  • $248.81 P/E (TTM): 18.15X Cap: $71.69B
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• Associated Capital Group Inc. (AC)
  • Cap: $652M
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Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You

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Read Answer Asked by rajeev on March 19, 2021

Q: With rising bond yields, what is the best strategy in this environnement, what are the sectors who benefits from this thx

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Read Answer Asked by steve on March 19, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE $12.74)
  • $12.74 P/E (TTM): 8.87X Cap: $54.29B
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Q: Hello again your thoughts on Vale S.A.
Thanks

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Read Answer Asked by George on March 19, 2021

Q: Are you planning to update the holdings in your 3 portfolios this month.

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Read Answer Asked by Winston on March 19, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $37.04)
  • $37.04 Cap: $25.18B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $51.36)
  • $51.36 Cap: $19.99B
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Q: If only one was to be owned, which one and why. Cash account or rrsp? Long term old (3+ yrs).

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Read Answer Asked on March 19, 2021

Q: How much would interest rates have to increase before it would effect dividend stocks? And what percentage decrease would you expect to see in dividend stocks?
Thanks
Brian

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Read Answer Asked by Brian on March 19, 2021

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.63)
  • $18.63 Cap: $847M
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Q: A small percentage of my portfolio is in XLB for all the reasons you have previously espoused. I am down about 10% over the past short while and I am wondering if I should go to a shorter duration fund - CBO perhaps - or just continue to ride it out with this one. Or any other suggestions.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on March 19, 2021

• Killam Apartment Real Estate Investment Trust (KMP.UN $16.39)
  • $16.39 P/E (TTM): 4.27X Cap: $2.03B
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Q: What do you think of kmp.un.ca for safety and growth ?

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Read Answer Asked by philip on March 19, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Badger Infrastructure Solutions Ltd. (BDGI $74.07)
  • $74.07 P/E (TTM): 31.0X Cap: $2.57B
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Q: What is the 12 month outlook for these 2 funds in the Balanced portfolio?

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Read Answer Asked by Ian on March 19, 2021

• Methanex Corporation (MX $53.11)
  • $53.11 P/E (TTM): 13.2X Cap: $4.14B
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• Nutrien Ltd. (NTR $86.14)
  • $86.14 P/E (TTM): 50.29X Cap: $41.08B
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Q: Hi 5i,

Over the next few years would you pick MX or NTR for minerals exposure?

Thx

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Read Answer Asked by Christopher on March 19, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.01)
  • $6.01 P/E (TTM): 23.88X Cap: $638M
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on March 19, 2021

• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $606M
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Q: Knight is said to report earning March 25. Can you advise market expectation and what the effect of a miss or a beat may have.
Thanks
John

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Read Answer Asked by John on March 19, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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Q: What are EGLX 2020 4th Quarter estimates?

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Read Answer Asked by Karen on March 19, 2021

• Sylogist Ltd. (SYZ $5.54)
  • $5.54 Cap: $129M
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Q: Followup to question asked/responded to March 17. Isn't the pop in SYZ related to their recently announced acquisition?

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Read Answer Asked by Walter on March 18, 2021

• AbbVie Inc. (ABBV $224.78)
  • $224.78 P/E (TTM): 108.83X Cap: $395.31B
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Q: Why did this stock drop heavily yesterday? Would you think it is a good time to initiate a long term position now? Thank you!

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Read Answer Asked by David on March 18, 2021

• BMO Short Corporate Bond Index ETF (ZCS $14.06)
  • $14.06 Cap: $4.31B
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• BMO Short Federal Bond Index ETF (ZFS $13.92)
  • $13.92 Cap: $369M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.01)
  • $27.01 Cap: $3.51B
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• iShares Floating Rate Index ETF (XFR $20.04)
  • $20.04 Cap: $739M
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• Invesco Canadian Government Floating Rate Index ETF (PFL $19.51)
  • $19.51 Cap: $280M
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.44)
  • $23.44 Cap: $1.35B
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Q: If interest rates were to start creeping-up slowly in the next year or two , which bond ETFs would you suggest?
Thank's
Ronald

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Read Answer Asked by Ronald on March 18, 2021

• Invesco DWA Healthcare Momentum ETF (PTH $51.38)
  • $51.38 P/E (TTM): 39.92X Cap: $131M
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• Invesco DWA Industrials Momentum ETF (PRN $170.46)
  • $170.46 P/E (TTM): 36.55X Cap: $314M
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• Invesco DWA Consumer Staples Momentum ETF (PSL $102.57)
  • $102.57 P/E (TTM): 22.16X Cap: $84M
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Q: What do you think of Invesco Momentum ETFs in general and which ones would you buy now, in any sector, for good growth in the next couple of year ?
I am looking for some diversification from my ARK ETFs and do you think PTH-Q, PFI-Q, PRN-Q, PSI-N and PDP-Q would achieve the purpose ?
Gratefully yours,
Jacques IDS

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Read Answer Asked by Jacques on March 18, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Was the conference call quite negative i.e. did the company project negative earning or a negative outlook for the next year? The stock is dropping even though the earnings report was quite positive. Is it the dropping US dollar? Thanks ,as always.
Dave

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Read Answer Asked by Dave on March 18, 2021