Investment Q&A

• TFI International Inc. (TFII $122.27)
  • $122.27 P/E (TTM): 19.45X Cap: $10.26B
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Q: Any idea why TFII is down $10 today?

Sheldon

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Read Answer Asked by Sheldon on August 29, 2022

• Deere & Company (DE $505.69)
  • $505.69 P/E (TTM): 23.98X Cap: $136.95B
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• Toromont Industries Ltd. (TIH $131.44)
  • $131.44 P/E (TTM): 21.1X Cap: $10.68B
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Q: Dear 5i,
I am considering buying these for a long term hold.
Is there a lot of overlap between DE and TIH.
Do you think one needs to own both or none?
If only one, which one would you prefer and what are the key reasons
you chose it over the other one. Thanks for your advice.

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Read Answer Asked by Ian on August 29, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.12)
  • $0.12 Cap: $19M
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• Pinterest Inc. Class A (PINS $38.11)
  • $38.11 P/E (TTM): 13.82X Cap: $25.71B
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• Palantir Technologies Inc. (PLTR $149.07)
  • $149.07 P/E (TTM): 659.96X Cap: $351.79B
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• Unity Software Inc. (U $34.23)
  • $34.23 Cap: $14.93B
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Q: Hi,
I own EGLX, PLTR, PINS and U in my TFSA and all getting killed. Would you sell any to consolidate in 1 or 2 or sell them all and move to something else? Holding on is also an option. Looking forward to your thoughts.
Thanks for your great service.

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Read Answer Asked by Marco on August 29, 2022

• Global X S&P/TSX 60 Covered Call ETF (CNCC $12.72)
  • $12.72 Cap: $76M
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Q: Your opinion on this investment for income risk and future growth would be appreciated. Thx James

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Read Answer Asked by JAMES on August 29, 2022

• Ninepoint Energy Fund Series F (NPP008 $30.48)
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Q: This fund is held in several accounts (cash, tfsa, rrsp and rdsp) all at approximately 7% in each portfolio. Thinking about selling all because of the high fees but want to know if we'll miss out on a dividend or distribution if we sell before the end of the year. I can't seem to find this information anywhere.

Thanks

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Read Answer Asked by Andrea on August 29, 2022

• Neo Performance Materials Inc. (NEO $17.22)
  • $17.22 Cap: $720M
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Q: Is trading well above the Oaktree agreed price - why??

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Read Answer Asked by Mike on August 29, 2022

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: In my non-registered account I have BAM.A with a portfolio weighting of 4 % & BAMR with a weighting of 0.02 %. Is there any advantage with holding two separate stocks of the same company. If not which would you recommended aggregating all the shares to BAM.A or BAMR. Thanks … Cal

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Read Answer Asked by cal on August 29, 2022

• iShares 20+ Year Treasury Bond ETF (TLT $86.52)
  • $86.52 Cap: $47.74B
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• BMO Asset Management Inc (ZTL)
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Q: If, as I believe the market is going to experience another large downturn, would TLT, ZROZ, or in Canada ZTL be a good investment in US Treasury long bonds, due to a possible flight to safety?

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Read Answer Asked by Tom on August 29, 2022

• Open Text Corporation (OTEX $40.61)
  • $40.61 P/E (TTM): 11.77X Cap: $10.79B
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• Micro Focus Intl PLC ADS each representing One Ord Sh (MFGP)
  • Cap: $2.19B
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Q: Is the deal done or still need shareholders or government authority’s approval?

Thanks.

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Read Answer Asked by Liping on August 29, 2022

Q: With interest rates heading higher for longer, countries/ corporations with high debt levels will suffer pains not seen in a very long time. Should investors begin to switch to fixed income products (bonds,prefs) as rates rise? Will traditional income stocks get knocked about too?

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Read Answer Asked by adam on August 29, 2022

• 3M Company (MMM $151.20)
  • $151.20 P/E (TTM): 19.3X Cap: $80.53B
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Q: Hi 5i, what do you think of 3M today due to the litigation, military earplug issue. They had a big down day on Friday any idea how this will impact the company. Thanks for your help.

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Read Answer Asked by Mark on August 29, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $218.54B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.92)
  • $17.92 Cap: $2.43B
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Q: I know you like both stocks, but which one would you side with if you have to choose one ? Many thanks

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Read Answer Asked by Hue on August 29, 2022

• Dye & Durham Limited (DND $9.08)
  • $9.08 Cap: $618M
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Q: Can you please help me understand why share price dropped more than 10% today?

thanks,

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Read Answer Asked by Kai on August 29, 2022

• Global X S&P 500 Covered Call ETF (XYLD $38.71)
  • $38.71 P/E (TTM): 56.59X Cap: $3.09B
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Q: It often seems difficult to find the holdings of covered call etf's and whether their returns include return of capital. Do you have a solution and your opinion of xyld for long term hold. Thanks for you expertise.

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Read Answer Asked by Ian on August 29, 2022

• JPMorgan Chase & Co. (JPM $291.43)
  • $291.43 P/E (TTM): 14.28X Cap: $809.91B
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• Morgan Stanley (MS $140.04)
  • $140.04 P/E (TTM): 16.47X Cap: $224.66B
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Q: I have a stake in one of these companies. Is it prudent to ad at this time and to what one and why. Also, I am starting to think that market timing is everything. You must time your investments and get out at times and maybe get back in at certain times. I think that not just buy and hold until you get Killed any more. I would appreciate tour thoughts and opinions. Thanks James

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Read Answer Asked by JAMES on August 29, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $218.54B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.92)
  • $17.92 Cap: $2.43B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $186.24)
  • $186.24 P/E (TTM): 100.73X Cap: $24.92B
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Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks

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Read Answer Asked by Tyler on August 29, 2022

• Miscellaneous (MISC)
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Q: If a person owns a house, should they have any real estate stocks in their investment portfolio?

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Read Answer Asked by Martin on August 29, 2022

• iShares Convertible Bond Index ETF (CVD $17.89)
  • $17.89 Cap: $99M
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• CI Canadian Convertible Bond ETF (CXF $10.38)
  • $10.38 P/E (TTM): 79.36X Cap: $52M
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• iShares Convertible Bond ETF (ICVT $92.82)
  • $92.82 Cap: $2.76B
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Q: Do you have a proxy for CVD? It can be stock or ETF. The reason I ask is it is thinly traded and my purchase exceeds the average daily volume. I’d rather not pick away at small lots to reach my position, or is that what I should actually do?

Thx.

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Read Answer Asked by Kelly on August 29, 2022

Q: Bank has a long long holding time if you can help me for last settlement date for August.

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Read Answer Asked by Nizar on August 27, 2022

• Xylem Inc. New (XYL $131.05)
  • $131.05 P/E (TTM): 35.56X Cap: $31.89B
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• American Water Works Company Inc. (AWK $144.91)
  • $144.91 P/E (TTM): 26.02X Cap: $28.25B
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Q: I have a sizeable position in XYL which has had a barely adequate return over the years. I am considering reducing this position and investing the proceeds in another water stock such as American Water Works or an alternate in either the USA or Canada.
May I have your opinion of XYL and possibly replacing part of my holding with a different water stock of your choice?
With appreciation,
Ed

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Read Answer Asked by Ed on August 27, 2022