Investment Q&A

• Hut 8 Corp. (HUT)
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Q: I don't see a recent answer for HUT8.
I know little about this company, yet a technical flag (Diamond Bottom, with $8.80 target in 60 days), caught my eye.
The Morningstar Quant report of July 30 shows a rating of Three Stars, with a PE of 10.2, and Fair Value of $7.42.
Sounds interesting.... if only I had a clue on how they make $$ and if the above factors are even relevant to a stock in this sector.
Many many thanks.

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Read Answer Asked by Dave on August 09, 2021

• Bragg Gaming Group Inc. (BRAG)
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Q: After the buy out of Score Media, do you think there will be other gaming company mergers. I am looking at BRAG a stock I previously owned but sold on this big downturn. Can I have your opinion on BRAG at this time and do you think it would be a take out candidate.

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Read Answer Asked by Bruce on August 09, 2021

• ProShares Short S&P500 -1x Shares (SH)
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Q: Hi Guys
I have initiated a short position for my portfolio. I know timing the Market is impossible, but at todays lofty valuations i just felt it was warranted.
I have started very small, 1.5% of my Portfolio. My aim is to continue to slowly add to the position over time, maybe every 3 months or so. My thinking is the longer I'm wrong, say over 3 months I'm down 10 % i can lower my average cost base going forward, by adding another 1.5% to the position. Can i have your opinion please, and at what percent would you top out at on this hedge.

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Read Answer Asked by Gordon on August 09, 2021

• Invitation Homes Inc. (INVH)
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Q: What would you consider to be similar Canadian companies (or companies that trade in Canada) to Invitation homes? I like what they're doing but hoping to find a Canadian alternative. If there are a few wich is your favorite?

Thanks!

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Read Answer Asked by Dennis on August 09, 2021

• Stella-Jones Inc. (SJ)
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• goeasy Ltd. (GSY)
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• Logistec Corporation Class B Subordinate Voting Shares (LGT.B)
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• Topicus.com Inc. (TOI)
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Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.

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Read Answer Asked by Ben on August 09, 2021

• Loblaw Companies Limited (L)
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Q: Any reason why Loblaws has increased so much when it is usually a defensive play?
Do you think this is sustainable?

thanks, Paul

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Read Answer Asked by Paul on August 09, 2021

• WSP Global Inc. (WSP)
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• TFI International Inc. (TFII)
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Q: Hi Folks
I currently hold WSP in my TFSA. I am looking at adding either TFII or WSP to my non-registered account - I hold CAE in the account now - what would you recommend - add some more WSP or start a new position with TFII? In my industrial Sector across all portfolios, I hold CN, CAE and WSP.
Thanks

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Read Answer Asked by JOHN on August 09, 2021

• Antero Resources Corporation (AR)
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Q: Hello Peter and 5i team,

Could you please give your opinion on Antero Resources?
Natural gas prices have been stronger than expected yet Antero missed earning estimates by a wide margin. Is it because of hedging or other factors? It is one of the largest producers and could benefit from the natural gas price in the near term.
Where do you see the stock going forward?
Thanks.

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Read Answer Asked by Rajiv on August 09, 2021

• Maple Leaf Foods Inc. (MFI)
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Q: Hi Peter

Can you comment on MFI quarterly results. The YoY comparison does not look good, still the stock popped by over 7%

BTW, one of the team members has set a very large font. Their answers, appears really big...

Thanks

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Read Answer Asked by Greyhair on August 09, 2021

• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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• Balanced Equity Portfolio (BEPORT)
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Q: Hi 5i Team,

I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.

I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?

The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?

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Read Answer Asked by Marc on August 09, 2021

Q: Hello - I have some funds that I am looking to invest. Longer term (5+ year) holds. Could you give me your top 10 buy now bigger name picks and top 3 small caps?

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Read Answer Asked by Ray on August 09, 2021

• QUALCOMM Incorporated (QCOM)
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• Magna International Inc. (MG)
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• Veoneer Inc. (VNE)
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Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?

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Read Answer Asked by JR on August 09, 2021

• Whitecap Resources Inc. (WCP)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy

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Read Answer Asked by Roy on August 09, 2021

• Richards Packaging Income Fund (RPI.UN)
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Q: Just starting a new TFSA account. Looking for dividend growth, dividend yield and share price appreciation. Can you please list 5 Canadian stocks that fit this requirement.

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Read Answer Asked by Ric on August 09, 2021

• INVESCO MORTGAGE CAPITAL INC (IVR)
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Q: Can you please comment on the quarter results and outlook?

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Read Answer Asked by Rick on August 09, 2021

• Parex Resources Inc. (PXT)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Trevali Mining Corporation (TV)
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• Cascades Inc. (CAS)
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• Fastly Inc. Class A (FSLY)
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Q: I own all 5 of these stocks and they all reported in the last 24 hours. Thoughts on the latest quarter for each ?

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Read Answer Asked by Randy on August 09, 2021

• Apple Inc. (AAPL)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• The Walt Disney Company (DIS)
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• Manulife Financial Corporation (MFC)
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• Canadian Natural Resources Limited (CNQ)
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• Descartes Systems Group Inc. (The) (DSG)
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• Magna International Inc. (MG)
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• Open Text Corporation (OTEX)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.

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Read Answer Asked by Aly on August 09, 2021

• Xebec Adsorption Inc. (XBC)
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Q: When does xbc next report and what are analysts' expectations? Is this a buy, hold or sell and why.

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Read Answer Asked on August 09, 2021

Q: Hi,
Can you please tell me the expected earning results for Acuityads next week on 10th

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Read Answer Asked by Mohit on August 09, 2021

• Manulife Financial Corporation (MFC)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Please comment on Q2 results for both ADW.A and MFC.
Thanks...Steve

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Read Answer Asked by Stephen on August 09, 2021