Investment Q&A

• First Solar Inc. (FSLR $220.45)
  • $220.45 P/E (TTM): 17.36X Cap: $24.43B
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• Illumina Inc. (ILMN $114.44)
  • $114.44 P/E (TTM): 27.49X Cap: $17.78B
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• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.54T
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• Brookfield Renewable Partners L.P. (BEP.UN $42.31)
  • $42.31 Cap: $27.98B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
  • $150.55 P/E (TTM): 92.54X Cap: $195.90B
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• Plug Power Inc. (PLUG $1.82)
  • $1.82 Cap: $2.53B
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• Xebec Adsorption Inc. (XBC $0.51)
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• SolarEdge Technologies Inc. (SEDG $34.41)
  • $34.41 Cap: $2.17B
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• CRISPR Therapeutics AG (CRSP $48.93)
  • $48.93 Cap: $4.60B
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• NIO Inc. American depositary shares each representing one Class A (NIO $4.95)
  • $4.95 Cap: $11.11B
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• Twist Bioscience Corporation (TWST $47.66)
  • $47.66 Cap: $3.04B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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• ARK Genomic Revolution ETF (ARKG $27.85)
  • $27.85 P/E (TTM): 23.39X Cap: $1.05B
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• Electrameccanica Vehicles Corp. Ltd. (SOLO)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

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Read Answer Asked by Michael on February 18, 2021

• Apple Inc. (AAPL $261.73)
  • $261.73 P/E (TTM): 34.64X Cap: $4.04T
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• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
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Q: Which one would you prefer or will they perform similarly over the long term?

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Read Answer Asked by Mike on February 18, 2021

• goeasy Ltd. (GSY $121.54)
  • $121.54 P/E (TTM): 9.34X Cap: $1.95B
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Q: I believe they're reporting after the bell today (Wednesday). The stock has had a huge run, no matter how good the results, I imagine it'll be a 'sell on the news'...maybe they can consolidate a bit in here. If you could provide your analysis of the results, please.
Thanks very much.

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Read Answer Asked by Warren on February 17, 2021

• TE Connectivity plc (TEL $225.44)
  • $225.44 P/E (TTM): 32.53X Cap: $66.15B
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Q: Good morning

what is your opinion on TEL these days?

thanks

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Read Answer Asked by alex on February 17, 2021

• Miscellaneous (MISC)
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Q: Can I transfer stock from my CASH a/c to a TFSA a/c WITHOUT having to SELL it first in the Cash a/c and then BUY it back in the TFSA a/c? Obviously, I don't want to incur Cap Gains on a stock this is up 200%.
Many Thanks!

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Read Answer Asked by Austin on February 17, 2021

• Global X Autonomous & Electric Vehicles ETF (DRIV $32.38)
  • $32.38 P/E (TTM): 3.33X Cap: $363M
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Q: Hi 5i team
What would be your recommendation for EV ETF?
Thanks very much!

leo

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Read Answer Asked by Le on February 17, 2021

• Integra Resources Corp. (ITR $4.58)
  • $4.58 P/E (TTM): 25.77X Cap: $844M
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Q: I would like to add itr to my gold portfolio.What do you think of the company. Thanks Phil

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Read Answer Asked by philip on February 17, 2021

Q: IBT Can I have your thoughts on this stock? Thank you.

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Read Answer Asked by ANDY on February 17, 2021

• TerraVest Industries Inc. (TVK $134.78)
  • $134.78 Cap: $2.92B
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Q: Hi 5I,
Just wanted your thoughts on TVK.CA.
Would you consider it for a 5 year hold and would you rate it as a high risk stock?
Thanks,
Earl

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Read Answer Asked by earl on February 17, 2021

• iShares Canadian Select Dividend Index ETF (XDV $40.94)
  • $40.94 P/E (TTM): 12.91X Cap: $2.22B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.64)
  • $42.64 P/E (TTM): 15.96X Cap: $1.12B
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Q: Can you suggest an alternative to CDZ? I believe one was mentioned some time ago but I can't find the reference.
Thanks

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Read Answer Asked by steve on February 17, 2021

• iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB $97.25)
  • $97.25 Cap: $15.84B
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Q: Hello,
I am considering moving about 10% of my unregistered portfolio into international (developed market and emerging market) bonds.
I'd greatly appreciate your thoughts on this move -- as some are saying the bonds are even more of a potential bubble than equities -- and which specific bond ETFs you might recommend (ie: EMB for emerging markets).
As always, many thanks in advance! Aaron

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Read Answer Asked by Aaron on February 17, 2021

• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
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• Accenture plc Class A (Ireland) (ACN $222.05)
  • $222.05 P/E (TTM): 19.91X Cap: $152.18B
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• International Business Machines Corporation (IBM $259.52)
  • $259.52 P/E (TTM): 34.82X Cap: $242.58B
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Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN

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Read Answer Asked by Nhung on February 17, 2021

• Vanguard U.S. Total Market Index ETF (VUN $124.32)
  • $124.32 P/E (TTM): 25.54X Cap: $14.96B
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• iShares ESG Aware MSCI Canada Index ETF (XESG $39.54)
  • $39.54 P/E (TTM): 19.48X Cap: $579M
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Q: What do you think about replacing standard global equity etfs with similar etfs that are ESG screened? Obviously values are personal but any other considerations. Are there good options for this in Canada?

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Read Answer Asked by Chris on February 17, 2021

• Miscellaneous (MISC)
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• iShares Core MSCI EAFE IMI Index ETF (XEF $49.91)
  • $49.91 P/E (TTM): 15.62X Cap: $18.93B
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• iShares Global Water Index ETF (CWW $68.87)
  • $68.87 P/E (TTM): 31.82X Cap: $315M
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• AGFIQ Global ESG Factor ETF (QEF)
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Q: Is there an ETF focused on environmental theme companies in Canada?

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Read Answer Asked by Chris on February 17, 2021

Q: What are some etf recommendations for a non registered account; longer term hold ie 10 years.
Thanks

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Read Answer Asked by Patricia on February 17, 2021

• Trisura Group Ltd. (TSU $44.48)
  • $44.48 P/E (TTM): 17.38X Cap: $2.10B
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Q: Please review the results for Trisura. The stock is showing great momentum recently. Does the future growth prospects explain the share price increase?

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Read Answer Asked by Dennis on February 17, 2021

• AbbVie Inc. (ABBV $227.50)
  • $227.50 P/E (TTM): 169.8X Cap: $390.39B
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• Bristol-Myers Squibb Company (BMY $59.86)
  • $59.86 P/E (TTM): 20.49X Cap: $121.90B
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• CVS Health Corporation (CVS $77.93)
  • $77.93 P/E (TTM): 199.21X Cap: $97.98B
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• Lockheed Martin Corporation (LMT $637.43)
  • $637.43 P/E (TTM): 29.3X Cap: $144.65B
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• Medtronic plc. (MDT $100.88)
  • $100.88 P/E (TTM): 27.41X Cap: $129.32B
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• AstraZeneca PLC (AZN $204.52)
  • $204.52 P/E (TTM): 37.38X Cap: $629.60B
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Q: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.

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Read Answer Asked by Jody on February 17, 2021

• Good Natured Products Inc. (GDNP $0.02)
  • $0.02 Cap: $5M
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Q: Since Oct GDNP (Good Natured Products) has moved from .14 to 1.78 today. I know this is in a sweet spot sentiment wise but wondering if it is too far ahead of itself or do you think there is a good basis to continue.
I am not asking for a prediction just a sober look.
Thanks
Peter

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Read Answer Asked by Peter on February 17, 2021

• Emerge Commerce Ltd Com (AUOC.P $0.50)
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Q: AUOC.P I know that this company is fairly new it went on the tsx venture back in December of last year under the symbol ECOM what are your thoughts about this new company moving foward please.

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Read Answer Asked by wilson on February 17, 2021

• Unity Software Inc. (U $19.65)
  • $19.65 Cap: $8.50B
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Q: hi guys,you mentioned Unity lots of time and you did a lot of research on it.
What did you found during your research and if what are your expectations going forward with the share price?
You think the lower share price is a good entry point?
Mitek,guardian (GH)or Unity....which of the 3 would you pick?
Or would you suggest something else in the tech sector?

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Read Answer Asked by Josh on February 17, 2021