Investment Q&A

• ECN Capital Corp. (ECN)
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Q: I just have Goeasy in Financial sector from your Growth Portfolio. I am looking to add one more name but confused between ECN and TSU.

Are there any other strong names in Financial sector which are not part of your growth portfolio. Your help always appreciated

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Read Answer Asked by Mahendiali on October 28, 2022

Q: IF the tech sector has had its day (decades) in the sun and will not outperform coming out of this bear market, what do you think will outperform instead? Next 10 years or so.

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Read Answer Asked by Eric on October 28, 2022

• Park Lawn Corporation (PLC)
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• Carriage Services Inc. (CSV)
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Q: Do you know of any reason for the large downward move on plc’s share price today.

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Read Answer Asked by Dennis on October 28, 2022

• First National Financial Corporation (FN)
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Q: Can I get your thoughts on FN’s results and dividend increased announced yesterday? Market does not seem too impressed today.

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Read Answer Asked by Mark on October 28, 2022

• Premium Brands Holdings Corporation (PBH)
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Q: Could you please provide an update on Premium Brands and it's current price action. Would you be adding to it now?
Thanks...Steve

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Read Answer Asked by Stephen on October 28, 2022

• ATS Corporation (ATS)
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• Thomson Reuters Corporation (TRI)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• Boyd Group Services Inc. (BYD)
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Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA

ATA, GDI, TRI, BYD,

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Read Answer Asked by Mahendiali on October 28, 2022

• Whitecap Resources Inc. (WCP)
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Q: Hi! Want your opinion on the last results and a price target based on 85$ wti for the next 12 months thank you

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Read Answer Asked by steve on October 28, 2022

• Opsens Inc. (OPS)
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• Perimeter Medical Imaging AI Inc. (PINK)
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Q: What are your thoughts on Pink & Opsens at this time? Thanks

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Read Answer Asked by Dave on October 28, 2022

• iShares Core U.S. Aggregate Bond ETF (AGG)
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• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: In response to Jason's question on Oct 25th, you indicated that you like AGG and TLT. can you recommend CAD hedged versions of these?
thanks

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Read Answer Asked by Mary on October 28, 2022

• Royal Bank of Canada (RY)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• Capital Power Corporation (CPX)
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• Descartes Systems Group Inc. (The) (DSG)
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• TMX Group Limited (X)
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• Alimentation Couche-Tard Inc. (ATD.A)
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Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.

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Read Answer Asked by Cheryl on October 28, 2022

• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: What environment would TLT perform the best? If the fed goes on hold will TLT effectively be flat, in other words does it take a decrease in the fed funds rate for TLT to have a significant move? What might it take for TLT to go from current price of $96 say to $125. Is a recession good for TLT?
Thanks
Rob

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Read Answer Asked by Robert on October 28, 2022

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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• Vanguard Total International Stock (VXUS)
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Q: I need to increase the overall international exposure in my portfolio (currently 15%).
I am considering using VE as a simple way to increase international exposure to 30%.

1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor

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Read Answer Asked by Trevor on October 28, 2022

• BMO Global Infrastructure Index ETF (ZGI)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: I hold both of these and I realize it's difficult to compare an ETF to a single stock I was thinking of selling one and putting it in the other. My thought process was once the war is over the Ukraine will need a lot of help in therefore the ETF. Considering my age being 73 what would you suggest
.

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Read Answer Asked by Bonnie on October 28, 2022

• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Miscellaneous (MISC)
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• Trisura Group Ltd. (TSU)
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• InMode Ltd. (INMD)
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Q: Hi Everyone at 5i!!!
First, I would like to thank everyone for your support and hand holding in these trying market times!! You have helped me keep panic and the temptation of emotional selling at bay. My question: I am building TFSA’s for my kids . Could you please give me 5 long term holds either US or Canadian which you think hold decent growth prospects for the future for them . I understand that you do not have a manic crystal ball . Cheers, Tamara

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Read Answer Asked by Tamara on October 28, 2022

• Vanguard S&P 500 Index ETF (VFV)
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Q: You mentioned in one reply that VFV was CAD hedged. I can't find any reference to it being CAD hedged and I thought it was not hedged. Can you please confirm because I prefer the unhedged fund.

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Read Answer Asked by Earl on October 28, 2022

• Southern Energy Corp. (SOU)
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Q: It is my understanding that the price of nat gas has fallen sharply recently, circa 40+%. To what extent is SOU dependent on the price for this commodity and do you anticipate further price declines in this commodity?

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Read Answer Asked by Mike on October 28, 2022

• Lundin Mining Corporation (LUN)
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• Agnico Eagle Mines Limited (AEM)
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Q: Hi Peter and 5i Team
Have held AEM for several years in a LIF. Share price is down about 35%. I am looking at LUN as an alternative with a higher dividend and possibly better growth. Gold or copper? Could I get your opinion for a long term hold. Thanks

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Read Answer Asked by Gary on October 28, 2022

• Eli Lilly and Company (LLY)
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• Lantheus Holdings Inc. (LNTH)
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Q: Which of these would you invest in for growth? How do they compare in terms of risk, valuation, and upside?

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Read Answer Asked by Mike on October 28, 2022

• Canadian Natural Resources Limited (CNQ)
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Q: Has CNQ lowered their dividends

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Read Answer Asked by wilson on October 28, 2022

• Visa Inc. (V)
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• Block Inc. Class A (SQ)
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Q: I am down on Block and was looking to tax loss before year end. That said:
1) Would it be worthwhile to wait for earnings? I thought perhaps a good report might help improve this situation. 2) Is Block worthwhile to buy back after 30 days or move the funds to my 1/2 position in Visa?

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Read Answer Asked by Dean on October 28, 2022