Investment Q&A

Q: For a variety of reasons I feel that Precious Metals and Resources should do well. However, picking stocks in this space leaves a lot to be desired(FNV, KL, AEM aside) Getting both the timing the commodity and company execution seems nearly impossible, even if you are willing to listen to all the crazies that think the world is about to implode! Yet getting both right seems to be critical.
I think active management may earn it's fees in this sector.
For PM -I'm looking at Dynamic Precious Metals
For Resources - I'm looking at Dynamic Strategic Resource Class

How do you feel about the manager? Is there another you would suggest?

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Read Answer Asked by Steve on November 21, 2019

• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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• The Rubicon Project Inc. (RUBI)
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Digital Turbine Inc. (APPS $5.69)
  • $5.69 Cap: $547M
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Q: What are your top 5 (multi-bagger) growth stocks to buy right now (US or Canada)? Understanding that there is a high level of risk with each.

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Read Answer Asked by Jeff on November 21, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: The lockup period for shareholders in the secondary deal expires Nov 21.If there is a further drop in price as appears selling already started today, is this an opportunity to add/ buy Txs for u usual great advices & services

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Read Answer Asked by Peter on November 21, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.16)
  • $76.16 P/E (TTM): 16.21X Cap: $13.46B
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• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $33.72)
  • $33.72 P/E (TTM): 21.48X Cap: $784M
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave

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Read Answer Asked by Dave on November 21, 2019

Q: Hello 5i , could I have your comments on Kodiak Sciences.
Its momentum is amazing. Any red flags?
Thanks
Dave

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Read Answer Asked by Dave on November 21, 2019

• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $804.18B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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Q: Which bank has more potential for capital appreciation and dividend growth?

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Read Answer Asked by Albert on November 21, 2019

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
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Q: Peter and His Wonder Team
I had a significant position with BXE. Of course with there ...I think you call it "reverse split"...I was almost wiped out.
Trading was halted for a few weeks and now they are not listed at all. Can you provide any information about the status of this company and if share holds have any value left? Thanks!

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Read Answer Asked by Ernest on November 21, 2019

• Lowe's Companies Inc. (LOW $233.81)
  • $233.81 P/E (TTM): 18.73X Cap: $126.88B
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Q: Will Lowe's stores closure in Canada affect any REITs?

Thanks,
Jim

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Read Answer Asked by Jim on November 21, 2019

• Adobe Inc. (ADBE $338.85)
  • $338.85 P/E (TTM): 22.31X Cap: $147.53B
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• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.27T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.23T
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• Salesforce Inc. (CRM $252.32)
  • $252.32 P/E (TTM): 39.24X Cap: $239.70B
  • View CRM Profile
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $185.69)
  • $185.69 Cap: $48.02B
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• Twilio Inc. Class A (TWLO $125.32)
  • $125.32 Cap: $18.56B
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• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $42.30B
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• Paycom Software Inc. (PAYC $229.32)
  • $229.32 P/E (TTM): 32.26X Cap: $13.09B
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• Rapid7 Inc. (RPD $20.74)
  • $20.74 P/E (TTM): 50.9X Cap: $1.30B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave

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Read Answer Asked by Dave on November 21, 2019

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.27T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.23T
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• Salesforce Inc. (CRM $252.32)
  • $252.32 P/E (TTM): 39.24X Cap: $239.70B
  • View CRM Profile
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Q: Can you please name a US company best positioned to provide AI, preferably one with a dividend, even a modest one.

Thanks

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Read Answer Asked by Joanne on November 20, 2019

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Boralex Inc. Class A Shares (BLX $30.56)
  • $30.56 P/E (TTM): 282.96X Cap: $3.14B
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• Axon Enterprise Inc. (AAXN)
  • P/E (TTM): -258.0X Cap: $11.09B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Digital Turbine Inc. (APPS $5.69)
  • $5.69 Cap: $547M
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Q: Hi 5i Team - Could you provide the names of 5 or 6 companies which you think have potential for good growth but are still in relatively early stages of development and are still pretty much unknown to the investment world. I am looking for companies with manageable levels of debt or no debt at all. Sector and market cap are not a factor. Thank you.

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Read Answer Asked by Rob on November 20, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Dear sirs,

Could you please comment on the trajectory of the share price, as the decline has been mostly unabated from it's high of $48. Is this a revaluation on the multiple ?
Your thoughts are appreciated.
Thank you.

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Read Answer Asked by Brad on November 20, 2019

• Amarin Corporation plc (AMRN $15.38)
  • $15.38 Cap: $313M
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Q: Hi 5i Team,

Today analyst at Oppenheimer issues a report which commented a very bearish take on Amarin
Corp stock , arguing it will fall to 7.00 within 18 months due to higher cost in sale. This resulted a 15% drop at time of writing.

I am holding this stock for a few months , should I hold , sell or buy more?

What is your take? Are you still positive on this stock?

Thank you for your professional advice and assistance as always.







arguing

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Read Answer Asked by Pui on November 20, 2019

• Netflix Inc. (NFLX $1,170.99)
  • $1,170.99 P/E (TTM): 49.37X Cap: $492.31B
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• The Walt Disney Company (DIS $119.35)
  • $119.35 P/E (TTM): 23.79X Cap: $209.59B
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Q: Hi Peter and Staff

Which sectors would they be in if on TSX?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on November 20, 2019

• Polaris Renewable Energy Inc. (PIF $12.45)
  • $12.45 Cap: $261M
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Q: I see you are not liking PIF lately. At what price do you think it gets more interesting again?

TIA

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Read Answer Asked by Gerald on November 20, 2019

• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
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• Wheaton Precious Metals Corp. (WPM $127.06)
  • $127.06 P/E (TTM): 67.71X Cap: $57.67B
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Q: What are the chances these two marry up??

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Read Answer Asked by Bill on November 20, 2019

• mCloud Technologies Corp. (MCLD)
  • Cap: $17M
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• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Can you please comment on the investing rationale whether positive or negative for these companies. Has your outlook changed from your previous comments on these companies.

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Read Answer Asked by Imtiaz on November 20, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: What are your thoughts on their recent earnings? Thanks

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Read Answer Asked by Dave on November 20, 2019

• Martinrea International Inc. (MRE $8.30)
  • $8.30 Cap: $604M
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Q: It has been a while since there was a question on Martinrea. The latest numbers seem fine. Do you have a comment on the company and the global auto sector?
Thanks

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Read Answer Asked by Randy on November 20, 2019

• BMO MSCI China Selection Equity Index ETF (ZCH $18.88)
  • $18.88 P/E (TTM): 2.99X Cap: $113M
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• BMO Covered Call Utilities ETF (ZWU $11.20)
  • $11.20 P/E (TTM): 47.01X Cap: $1.85B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $19.68)
  • $19.68 P/E (TTM): 50.74X Cap: $653M
  • View ZWE Profile
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• BMO International Dividend ETF (ZDI $25.71)
  • $25.71 P/E (TTM): 18.68X Cap: $637M
  • View ZDI Profile
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.09)
  • $41.09 P/E (TTM): 4.77X Cap: $2.66B
  • View VEE Profile
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $67.43)
  • $67.43 P/E (TTM): 23.02X Cap: $2.47B
  • View VXC Profile
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• Invesco NASDAQ 100 Index ETF (QQC.F $178.34)
  • $178.34 P/E (TTM): 67.04X Cap: $1.06B
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• Mawer U.S. Equity Fund Series A (MAW108 $101.66)
  • $101.66 P/E (TTM): 23.9X Cap: $900M
  • View MAW108 Profile
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• iShares Global REIT ETF (REET $24.71)
  • $24.71 P/E (TTM): 74.87X Cap: $3.86B
  • View REET Profile
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• iShares MSCI Switzerland ETF (EWL $53.31)
  • $53.31 P/E (TTM): 18.24X Cap: $1.27B
  • View EWL Profile
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Q: Greetings 5i,

I will be adding the following ETFs / Mutual Funds to my portfolio over time in order to round out my sector and geographic imbalances. Could you please suggest the prefered account to hold each of these in. RRSP, TFSA, or Regular Trading Account.

VXC, MAW108, ZWU, QQQ, VEE, ZCH, EWL, REET, ZDI, ZWE

Cheers!

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Read Answer Asked by Duane on November 20, 2019