Investment Q&A

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Imperial Oil Limited (IMO)
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Q: I thought Imperial Oil had a great quarter but it's getting hammered by the market. What did I miss and what is your outlook here? Should I switch to a different oil stock?

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Read Answer Asked by John on October 29, 2021

• Twilio Inc. Class A (TWLO)
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Lundin Mining Corporation (LUN)
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Q: Can you please comment on Lundin Mining's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

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Read Answer Asked by Richard on October 29, 2021

• TFI International Inc. (TFII)
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Q: Why after a solid earnings report (from what I interpret) was there a significant drop in share price this morning ? Many thanks.

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Read Answer Asked by Michael on October 29, 2021

• Coca-Cola Company (The) (KO)
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• Nutrien Ltd. (NTR)
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Q: Could you explain "goodwill" to me please.

Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?

Is this 60% number something to be concerned about?

Thanks...Steve

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Read Answer Asked by Stephen on October 29, 2021

• Nexe Innovations Inc. (NEXE)
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Q: I, have stock in this company , I was told their was some great news coming out in Sept. but never heard anything can you give me some insight on this company.
Thanks
Jim.

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Read Answer Asked by James on October 29, 2021

• Suncor Energy Inc. (SU)
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• Enbridge Inc. (ENB)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.

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Read Answer Asked by Warren on October 29, 2021

• Mastercard Incorporated (MA)
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Q: Good day Team can i have your thoughts on Mastercard MA on the earnings and would it be a good entry Thank you . Norm

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Read Answer Asked by Norman on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY)
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• Global X Cloud Computing ETF (CLOU)
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Shift4 Payments Inc. Class A (FOUR)
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Emerson Electric Company (EMR)
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Q: Can you provide a current comment on Emerson …Looking for your view of its financials and potential return outlook.Kim

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Read Answer Asked by Kim on October 29, 2021

• Whitecap Resources Inc. (WCP)
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Q: Hi 5i
WCP report earnings today...How did they do in your opinion? Shares are down -3% so far..
What is their outlook going forward and if its looking OK at what price would be a decent entry point.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Fortis Inc. (FTS)
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• Emera Incorporated (EMA)
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• Algonquin Power & Utilities Corp. (AQN)
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• Northland Power Inc. (NPI)
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Q: For a longer term (5-10yr) dividend hold we currently own AQN and are wondering if adding or replacing it with another such as EMA, FTS or NPI is prudent given AQN's flaccid performance over the past 18 months.
Thank you for sharing your insight.

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Read Answer Asked by Delbert on October 29, 2021

• Cencora Inc. (COR)
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Q: 3rd quarter FFO.1.39 doesn't look that terrible in short therm, if sequentially could be a bit lower, the med. Long therm show good numbers, the volatility surprise-me.
As usual Thank-you
Dan

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Read Answer Asked by DANIEL on October 29, 2021

Q: I've been holding this for a few months, popped today. What do you think of it long term hold. Goal growth. It's a small piece of my portfolio at the moment.

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Read Answer Asked by Danielle on October 29, 2021

• AbbVie Inc. (ABBV)
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• JPMorgan Chase & Co. (JPM)
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Q: Have US cash to deploy in a US Spousal RSP. Looking for long term yield, capital appreciation and relative safety. Comparing ABBV vs JPM (acknowledge different sectors). ABBV has high yield/high multiple, JPM ok yield/lower multiple/likely more upside with interest rates. Which is preferred?

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Read Answer Asked by Harry on October 29, 2021

Q: Hello,

I am in the process of converting my RRSP into a RRIF.

I also have a USD-SDRSP, would you know how the conversion of a US based account works?

Thanks

Stephen

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Read Answer Asked by Stephen on October 29, 2021

• The Ether Fund (QETH.UN)
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• Coinbase Global Inc (COIN)
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Q: I would like to have broad exposure to digital currency . I have COIN and QETH-UN.CA.
Your thoughts on these please . Any other choices you find interesting ?

Many Thanks

Greg

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Read Answer Asked by Greg on October 29, 2021

• Linde plc (LIN)
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• Olin Corporation (OLN)
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Q: Could you give me an analysis of these two, are either or both buys and which would you choose between the two.
Thank You,
Barry

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Read Answer Asked by Barry on October 29, 2021