Investment Q&A

• iShares S&P/TSX 60 Index ETF (XIU $41.99)
  • $41.99 P/E (TTM): 14.6X Cap: $17.71B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $43.95)
  • $43.95 P/E (TTM): 26.38X Cap: $546M
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $103.51)
  • $103.51 P/E (TTM): 82.03X Cap: $4.82B
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• Harvest Healthcare Leaders Income ETF (HHL $7.15)
  • $7.15 P/E (TTM): 56.1X Cap: $1.39B
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• Global X Robotics & AI Index ETF (RBOT $31.65)
  • $31.65 P/E (TTM): 111.67X Cap: $55M
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• Harvest Clean Energy ETF (HCLN $8.48)
  • $8.48 P/E (TTM): 9.49X Cap: $16M
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Q: My 50 year young daughter is adding $100,000 to a balanced $1m conservative portfolio. Which 2 or 3 etfs (your suggestion or ours) would you suggest that fit a post pandemic world.

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Read Answer Asked by joe on May 25, 2021

• Bitcoin Fund The (QBTC $155.73)
  • $155.73 Cap: $2.53B
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• 3iQ Bitcoin ETF (BTCQ $25.67)
  • $25.67 Cap: $398M
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Q: Should I convert my closed end fund QBTC to the etf - BTCQ under the conversion privilege ending May 31?
I see it will be on a NAV to NAV basis but is there any advantage if this is periodically offered? Daily vol on QBTC is higher so is this the better trade?
And what is the current NAV for each?

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Read Answer Asked by Jeff on May 25, 2021

• Miscellaneous (MISC)
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Q: Hi 5i Team, I'm looking for a couple of suggestions on (very) good, general mutual funds in the mold -- if I can reveal my age -- of Bob Krembil's Trimark Fund in the '90s. Nothing country or sector specific, just a couple of funds that have exceptional management and consistently good returns. My wife has a small amount in a LIRA that warrants one or two mutual funds at the most (I like active management; I'm not a fan of ETF's for the most part). Thank you for your insights, Pete in Calgary.

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Read Answer Asked by Peter on May 25, 2021

• Topicus.com Inc. (TOI $163.78)
  • $163.78 P/E (TTM): 83.99X Cap: $21.26B
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Q: Hi Peter/Ryan, just noticed my book value for TOI is only the amount of 22 shares or 1671.55 which I bought after receiving the 3 from the spin off, what would be my correct adjusted cost for the total 25 shares, what's the value of the 3 I received. Thanks

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Read Answer Asked by Nick on May 25, 2021

Q: Now that Dentalcorp has set their IPO pricing, how do you feel about this deal?

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Read Answer Asked by Vern on May 21, 2021

• Questor Technology Inc. (QST $0.46)
  • $0.46 Cap: $12M
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• Unity Software Inc. (U $38.42)
  • $38.42 Cap: $16.23B
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Q: I know you do not usually average down on stocks. That said, you do seem to like both QST and U:US. I am underwater on both and we appreciate your opinion here. Thx.

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Read Answer Asked by Penny on May 21, 2021

• Nucor Corporation (NUE $144.35)
  • $144.35 P/E (TTM): 24.94X Cap: $31.77B
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• Reliance Inc. (RS $290.27)
  • $290.27 P/E (TTM): 20.36X Cap: $15.26B
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Q: Your preference please between RS and NUE and why ? Also, any entry point thoughts. Preferred alternatives - Canadian or US ?
Many thanks, as always.

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Read Answer Asked by Alexandra on May 21, 2021

• BMO Canadian Dividend ETF (ZDV $24.30)
  • $24.30 P/E (TTM): 27.97X Cap: $1.20B
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Q: If ETF’s don’t report quarterly earnings then how do the Net Asset Values grow and the share price. Unless I am mistaken and they do report earnings.

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Read Answer Asked by David M. on May 21, 2021

• Globex Mining Enterprises Inc. (GMX $1.33)
  • $1.33 P/E (TTM): 44.33X Cap: $74M
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Q: Any thought on GMX. BMO shows it as quite undervalued.
GUY

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Read Answer Asked by Guy R. on May 21, 2021

• Upstart Holdings Inc. (UPST $63.83)
  • $63.83 Cap: $6.14B
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Q: Upstart has been extremely hot lately. Its up about 45% in a week; and up 11% today alone. all on pretty good volume. Do you have any idea what could be causing this sudden surge in the share price? No complaints, mind you, just trying to understand what is going on....

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Read Answer Asked by arnold on May 21, 2021

• Microsoft Corporation (MSFT $522.48)
  • $522.48 P/E (TTM): 38.8X Cap: $3.86T
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• Salesforce Inc. (CRM $233.37)
  • $233.37 P/E (TTM): 36.25X Cap: $226.60B
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• Atlassian Corporation (TEAM $164.39)
  • $164.39 Cap: $43.04B
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Q: Hi 5i,

I know you like TEAM and have been holding for a while (Thanks!). However, I'm beginning to worry that with CRM bulking up and trying to compete with MSFT in the enterprise collaboration space, that TEAM will start falling behind. Especially, as the other two do more and more acquisitions and bundling. Do you think that will be the case or do you think TEAM has still got good growth? I currently hold TEAM and MSFT. Should I continue to hold TEAM or maybe swap it out for CRM? (I also have ADBE and VEEV if that make any difference).

TIA!
Wayne

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Read Answer Asked by Wayne on May 21, 2021

• Canacol Energy Ltd. (CNE $1.60)
  • $1.60 Cap: $59M
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Q: Hi team,
This company is very successful in the percentage of drilled wells, has paid of a large portion of it's debt, pays a healthy 6.2% dividend and is now being recommended as a very undervalued play by Motley fool, but who is being "fooled" as the stock price languishes? Would you recommend entering at this price for a two to three year hold?
Many thanks,
Jean

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Read Answer Asked by Jean on May 21, 2021

Q: In light of the expected recovery and the need to get goods and materials to the users and markets I am wondering what your opinion would be with regards to investing in transportation companies and if you feel this is a viable area to invest in, what companies would be a top investment and is there an EFT that may also be a consideration.

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Read Answer Asked by Colleen on May 21, 2021

• LifeWorks Inc. (LWRK $32.27)
  • $32.27 P/E (TTM): 85.12X Cap: $2.24B
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Q: Given the recent purchase of People Corporation, i am not aware of any listed small/microcap benefit or HR admin firms. Can you suggest alternatives or are we limited to the PAYX and Morneau Sobecos?

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Read Answer Asked by David on May 21, 2021

• Berkshire Hathaway Inc. (BRK.B $479.22)
  • $479.22 P/E (TTM): 16.12X Cap: $1.02T
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Q: I'm curious about BRK. Is Berkshire kind of like an etf? Is the value of its stock the equal to its underlying investments minus a management fee? Or does the market arrive at its stock value based on some kind of discounted cash flow analysis. Are all its investments publicly disclosed?

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Read Answer Asked by William on May 21, 2021

• iShares U.S. Transportation ETF (IYT $70.29)
  • $70.29 P/E (TTM): 73.19X Cap: $596M
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Q: What Canadian ETF would you recommend for Transportation stocks?

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Read Answer Asked by James on May 21, 2021

• iShares Global Agriculture Index ETF (COW $67.86)
  • $67.86 P/E (TTM): 44.01X Cap: $259M
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Q: What Canadian ETF offers exposure to agriculture?

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Read Answer Asked by James on May 21, 2021

• Toromont Industries Ltd. (TIH $142.42)
  • $142.42 P/E (TTM): 23.99X Cap: $11.66B
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• Ag Growth International Inc. (AFN $42.17)
  • $42.17 Cap: $809M
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• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 P/E (TTM): 6.54X Cap: $301M
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• Nutrien Ltd. (NTR $78.63)
  • $78.63 P/E (TTM): 180.91X Cap: $38.20B
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Q: What Canadian stocks would you recommend for exposure to agriculture?

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Read Answer Asked by James on May 21, 2021

• SIR Royalty Income Fund (SRV.UN $14.82)
  • $14.82 P/E (TTM): 12.18X Cap: $124M
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Q: Would you consider this a play on things getting back to normal here in Canada? Your views on this fund and outlook for next 3-5 years. I quite like the Brands, so may be a bit biased.

Thanks for your help.

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Read Answer Asked by Arthur on May 21, 2021

• Freeport-McMoRan Inc. (FCX $42.28)
  • $42.28 P/E (TTM): 34.55X Cap: $61.36B
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• Franco-Nevada Corporation (FNV $244.93)
  • $244.93 P/E (TTM): 55.59X Cap: $47.54B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: What Canadian stocks would you recommend in the material sector?

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Read Answer Asked by James on May 21, 2021