Investment Q&A

Q: Hi,
I am trying to analyze/understand risk/reward of the balance portfolio in the wake of the market meltdown. I noted it has underperformed relative to the benchmark(XIC) in 2019 which in my understanding, was good for growth stocks. However when the market comes down, it looks like the portfolio come downs more than the bench mark in the last week. I understand 5i always looks at the long term view. But I am wondering if there is any fundamental weakness in this stock selection compared to the broader market ? or this is just a disconnect to fundamentals and is a big buying opportunity ?

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Read Answer Asked by Dineth on February 26, 2020

• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
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Q: Please comment on earnings. Would you add to this name?

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Read Answer Asked by Julie on February 26, 2020

• Miscellaneous (MISC)
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Q: I am up for renewal and want to renew for more than one year so I can get a discount. Do you still have that option

Thanks

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Read Answer Asked by Hector on February 25, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $37.34)
  • $37.34 Cap: $24.57B
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Q: The markets have taken a hammering the last three days due to fears of the corona virus. The Utilities have been hit too, but far less so than other areas. The exception seems to be Brookfield Renewable, which has taken a hammering three straight days and is down over 5% today. It's acting like a high priced tech stock with heavy business in China, not a utility. Is there anything you can think of which explains this?

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Read Answer Asked by John on February 25, 2020

• Bank of Nova Scotia (The) (BNS $76.00)
  • $76.00 P/E (TTM): 15.88X Cap: $94.66B
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Q: Not a question, but adding context to an answered question. BNS stated last year that they were moving from a semi annual dividend increase to an annual. That is why there was no increase this quarter like some of the other banks. I believe the annual is in q2.

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Read Answer Asked by Adam on February 25, 2020

• Wilmington Capital Management Inc. Class A Non-voting Shares (WCM.A $2.30)
  • $2.30 Cap: $28M
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Q: Some impressive metrics on this. Its small but is it investable?

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Read Answer Asked by Robert on February 25, 2020

• Innovator IBD 50 ETF (FFTY $33.41)
  • $33.41 P/E (TTM): 61.56X Cap: $84M
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Q: Good day everyone your thoughts on FFTY:US

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Read Answer Asked by George on February 25, 2020

• goeasy Ltd. (GSY $176.43)
  • $176.43 P/E (TTM): 11.38X Cap: $2.90B
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Q: Since its earnings beat the stock has been off 15%, to about where it was at the start of the year.

Simply profit taking or other macro related reasons?

Sheldon

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Read Answer Asked by Sheldon on February 25, 2020

• PayPal Holdings Inc. (PYPL $74.82)
  • $74.82 P/E (TTM): 16.67X Cap: $72.76B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Palomar Holdings Inc. (PLMR $139.86)
  • $139.86 P/E (TTM): 27.86X Cap: $3.85B
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• CoreCard Corp Com (INS)
  • P/E (TTM): 41.5X Cap: $349M
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• NMI Holdings Inc (NMIH $38.26)
  • $38.26 P/E (TTM): 8.21X Cap: $2.96B
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Q: I own these 5 financial/fintech u.s. growth stocks. Thoughts on them?

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Read Answer Asked by Jamie on February 25, 2020

• Bank of Nova Scotia (The) (BNS $76.00)
  • $76.00 P/E (TTM): 15.88X Cap: $94.66B
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Q: Hi Peter & 5i,
BNS had been increasing their dividend every second quarter. Did BNS give their stated reason for not increasing the dividend this quarter in their quarterly report; or do you have an opinion why they didn't increase?
Thanks for your insight and advice.
Cheers

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Read Answer Asked by Dennis on February 25, 2020

• The Trade Desk Inc. (TTD $80.03)
  • $80.03 P/E (TTM): 97.82X Cap: $39.32B
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• Paycom Software Inc. (PAYC $227.94)
  • $227.94 P/E (TTM): 32.72X Cap: $13.17B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Zoom Communications Inc. (ZM $74.48)
  • $74.48 P/E (TTM): 22.48X Cap: $22.53B
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• CrowdStrike Holdings Inc. (CRWD $481.58)
  • $481.58 Cap: $120.03B
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• Datadog Inc. (DDOG $145.27)
  • $145.27 P/E (TTM): 312.54X Cap: $50.16B
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Q: I own these 6 u.s. tech stocks. What are your thoughts on each?

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Read Answer Asked by Jamie on February 25, 2020

• Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $58.57)
  • $58.57 Cap: $451M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.40)
  • $18.40 Cap: $1.20B
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• TD U.S. Long Term Treasury Bond ETF (TULB $106.70)
  • $106.70 Cap: $60M
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Q: Do you have an opinion on this etf ?

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Read Answer Asked by James on February 25, 2020

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 10.0X
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• iShares MSCI Japan ETF (EWJ $72.61)
  • $72.61 Cap: $15.01B
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• CI Japan Equity Index ETF (JAPN $51.65)
  • $51.65 P/E (TTM): 0.16X Cap: $25M
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Q: I am looking for a Japanese equity etf, preferably Canadian but could be US. Any recomendations? Thanks

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Read Answer Asked by James on February 25, 2020

• EQB Inc. (EQB $102.69)
  • $102.69 P/E (TTM): 10.46X Cap: $3.93B
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Q: Why this big drop today?
Would you buy it?

Thanks,
Milan

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Read Answer Asked by Milan on February 25, 2020

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
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Q: You last answered a question on CXB in November in which you said that CXB's 4th quarter earnings would be key in assessing the comp;any. Those earnings are now out. What do you think?

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Read Answer Asked by Ken on February 25, 2020

• Medtronic plc. (MDT $89.70)
  • $89.70 P/E (TTM): 24.82X Cap: $114.92B
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• Stryker Corporation (SYK $387.32)
  • $387.32 P/E (TTM): 52.62X Cap: $148.02B
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Q: Which would be the better buy with safety and growth in mind for 3 years?
Thank You
Peter

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Read Answer Asked by Peter on February 25, 2020

• Miscellaneous (MISC)
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Q: Good Evening
In one of your answers today about Magna you indicated that the corona virus will affect negatively "everything". Yet, today we saw that some stocks like Northview REIT and Fortis were not affected. Can you please elaborate which sectors will not be affected by the corona virus?
Thanks

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Read Answer Asked by Terry on February 25, 2020

• Enbridge Inc. (ENB $61.01)
  • $61.01 P/E (TTM): 22.88X Cap: $133B
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Q: Enbridge (ENB) downgraded to Sell from Neutral at Goldman

What do you think of their assessment of ENB?

Sheldon

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Read Answer Asked by Sheldon on February 25, 2020

• Largo Inc. (LGO $2.19)
  • $2.19 Cap: $140M
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Q: What is your take on LGO now that the vanadium price appears to be recovering?

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Read Answer Asked by david on February 25, 2020

• Amazon.com Inc. (AMZN $229.30)
  • $229.30 P/E (TTM): 36.83X Cap: $2.43T
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• Costco Wholesale Corporation (COST $947.56)
  • $947.56 P/E (TTM): 55.55X Cap: $420.22B
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• Alphabet Inc. (GOOGL $190.10)
  • $190.10 P/E (TTM): 20.65X Cap: $2.30T
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• Microsoft Corporation (MSFT $510.06)
  • $510.06 P/E (TTM): 39.45X Cap: $3.79T
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• NVIDIA Corporation (NVDA $171.38)
  • $171.38 P/E (TTM): 55.62X Cap: $4.18T
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• The Trade Desk Inc. (TTD $80.03)
  • $80.03 P/E (TTM): 97.82X Cap: $39.32B
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Q: In response to the question by Satish, your suggestion was to look at tech growth stocks for a faster recovery. I had been considering TTD, NVDA, MSFT, GOOGL ,AMZN, COST and UTX before the correction; waiting for pullback. While UTX and COST have held up the others have dropped by varying degrees.
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards

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Read Answer Asked by Rajiv on February 25, 2020