Investment Q&A

• Dynamic Active Global Dividend ETF (DXG $74.19)
  • $74.19 P/E (TTM): 59.27X Cap: $834M
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• RBC Global Dividend Growth Fund Series A (RBF565 $24.21)
  • $24.21 P/E (TTM): 16.9X
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Q: What do you think of this as a global fund (ex. Canada) and are there better choices to consider?

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Read Answer Asked by Peter on December 01, 2020

• Real Matters Inc. (REAL $5.57)
  • $5.57 P/E (TTM): 202.6X Cap: $409M
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Q: Good Afternoon
Can you help explain the large drop on REAL since August? Granted there was a small miss on latest earnings, expectations were high. However from your previous answers and comments from management there are many good things happening. I’m just trying to align those comments with what is happening to the SP?
Thank you

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Read Answer Asked by Marty on December 01, 2020

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.06X Cap: $95.19B
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Q: What's your take on BNS' results today?

Thanks,

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Read Answer Asked by Robert on December 01, 2020

• Amazon.com Inc. (AMZN $222.31)
  • $222.31 P/E (TTM): 34.81X Cap: $2.37T
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• BlackBerry Limited (BB $5.12)
  • $5.12 Cap: $3.05B
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Q: Hi 5i
Blackberry had a large move up this morning...do you have any insight as to why.
Current share holder finally in a break even position.....depending on the reason for the move up would you continue to hold or sell and move on.
Thx
jim

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Read Answer Asked by jim on December 01, 2020

• Ballard Power Systems Inc. (BLDP $2.50)
  • $2.50 Cap: $749M
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• Plug Power Inc. (PLUG $1.46)
  • $1.46 Cap: $1.57B
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• FuelCell Energy Inc. (FCEL $4.41)
  • $4.41 Cap: $100M
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Q: Could you please suggest a few names - preferably Canadian if possible - of companies developing hydrogen as an energy source along with any insight/opinions you might have.
Many thanks, Dave

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Read Answer Asked by David on December 01, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: do you have any favourite companies in the area of carbon capture technology? if so please rank from first to last thanks Richard

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Read Answer Asked by richard on December 01, 2020

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Picked this one and did well, now wondering if should keep or sell?
Chart looks good, lumber price up, consumer cyclical stocks rolling, good latest reporting, and debt reduction.
Dividend not a consideration to me.
What would you do?

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Read Answer Asked by Daniel on December 01, 2020

• LightInTheBox Holding Co. Ltd. American Depositary Shares each representing twelve (LITB $1.31)
  • $1.31 Cap: $135M
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Q: just your opinion thanks

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Read Answer Asked by terrance on December 01, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $35.35)
  • $35.35 Cap: $23.26B
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Q: Hi Team:

I just noticed the book value of my BEP.un dropped a lot from August, is it because the free BEPC given to share holders´É. Also, the description of the free shares says non-taxable. Will appreciate your explanation.

Thank you.
LL

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Read Answer Asked by LOUISA on December 01, 2020

• Miscellaneous (MISC)
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Q: Your most recent report ask if the reader has seen the recent chart attack. I’ve searched the site and can’t seem to find it. Where can members find the recent chart attack posting.

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Read Answer Asked by Kim on December 01, 2020

• Neo Performance Materials Inc. (NEO $17.38)
  • $17.38 Cap: $726M
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• MP Materials Corp. (MP $67.51)
  • $67.51 Cap: $11.03B
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Q: Mp Materials, a recently listed rare earth metals company, have reported earnings. Do you see this stock, at current valuation, as a good opportunity for investing in this important commodity? Any other speculative options in rare earth space? Thanks

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Read Answer Asked by John on December 01, 2020

• Constellation Software Inc. (CSU $4,723.53)
  • $4,723.53 P/E (TTM): 100.04X Cap: $100.09B
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• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 443.98X Cap: $5.45B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 104.82X Cap: $276.10B
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Q: In a Friday question on AC, you mentioned "long term keepers". Who else would you put on this list?
Thx.

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Read Answer Asked by Robert on December 01, 2020

• Strathcona Resources Ltd. (SCR $34.07)
  • $34.07 P/E (TTM): 10.12X Cap: $7.29B
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Q: In a previous question your replied "The 17% discount makes sense considering the stock has only traded above $1.40 for two days."
I would have expected the price would have been set/negotiated at some point prior to the announcement and so would have been at a premium while this was in "the works" which I thought would have been prior to the increase. But I suspect I'm not correct on this. Can you explain how this bought deal pricing is set? Thanks John

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Read Answer Asked by John on December 01, 2020

Q: Hi 5i team : what level of cash do you recommend in a portfolio ?, this outside the requirements of cash required for our own expenses (so not to sell stocks when the market had crashed/bottomed due to cash needs) . In the market environment as today , is 5%, 10 % ?, or in between ?, does it change according to the market condition ?, thanks

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Read Answer Asked by Alejandro (Alex) on December 01, 2020

• Descartes Systems Group Inc. (The) (DSG $142.59)
  • $142.59 P/E (TTM): 65.25X Cap: $12.23B
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• Enghouse Systems Limited (ENGH $22.71)
  • $22.71 P/E (TTM): 16.05X Cap: $1.25B
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• Calian Group Ltd. (CGY $50.38)
  • $50.38 Cap: $588M
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Q: WHICH 2 WOULD YOU SUGGEST FOR A 5YR+ HOLD IN A TFSA, NO OTHER FACTORS JUST 2 BEST HOLDS.

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Read Answer Asked by Dave on December 01, 2020

• CAE Inc. (CAE $39.78)
  • $39.78 P/E (TTM): 31.54X Cap: $12.74B
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Q: I see that Mr Parent has been awarded the order of Canada. A good testament to the quality of CAE management. What is the 5I view of the recent acquisition of Tru Simulation.
Is it material?
CAE management must be positive about their future.
Thank You
Clarence

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Read Answer Asked by Clarence on December 01, 2020

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
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Q: Have you learned anything more on the KL sale and the prior answers you've given.

If you owned NVO shares now would you sell them?

Sheldon

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Read Answer Asked by Sheldon on December 01, 2020

• Mene Inc. (MENE $0.16)
  • $0.16 Cap: $22M
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Q: IIROC has suspended trading, pending delisting.
As far as I know Mene has provided all documents so I suspect the delisting may be to take Mene private. Insiders own about 80% of the stock. If this is what is happening, how do you see this played out ? Is there any chance shareholders will get nothing or little ?
Thanks

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Read Answer Asked by Luc on December 01, 2020

• Trillium Therapeutics Inc. (TRIL $23.33)
  • $23.33 Cap: $2.44B
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Q: I am surprised that there have not been more questions on this stock (I count three in the last year), given its performance (from .40 to 26.00, 5300% according to T.R.). I appreciate it was higher in past years, but, still, there must be something moving this one. It is, now, a 2 billion market cap company. Perhaps I am just missing something. I would appreciate your thoughts going forward.
Thanks
Neil

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Read Answer Asked by Neil on December 01, 2020

• Global X Equal Weight Canadian REITs Index ETF (REIT $21.81)
  • $21.81 Cap: $3M
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Q: i was just wonder which reit u buy today







i was wondering if u were buying a reit today which one would it be. I looking for dividend I do own bit BPY & H&R but not whole lot. i would like something new or would u just buy theses?




/

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Read Answer Asked by brian on December 01, 2020