Investment Q&A

• iShares 7-10 Year Treasury Bond ETF (IEF $97.03)
  • $97.03 Cap: $35.84B
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• iShares 20+ Year Treasury Bond ETF (TLT $89.63)
  • $89.63 Cap: $48.56B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.97)
  • $82.97 Cap: $24.54B
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Q: Hello 5IR,
Do you know of any fund or ETF that invests exclusively in US T-Bills?
Thanks you. cheers

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Read Answer Asked by Hans on November 04, 2022

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.32)
  • $12.32 P/E (TTM): 25.67X Cap: $3.60B
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Q: Wondering your thoughts on there earnings this quarter

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Read Answer Asked by Sam on November 04, 2022

• Kinaxis Inc. (KXS $190.64)
  • $190.64 P/E (TTM): 161.07X Cap: $5.39B
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Q: what are thoughts on earnings. are you still bullish as a top pick.

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Read Answer Asked on November 04, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.16)
  • $203.16 P/E (TTM): 82.93X Cap: $264.21B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.69)
  • $16.69 Cap: $2.31B
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Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?

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Read Answer Asked by Marty on November 04, 2022

• Premium Brands Holdings Corporation (PBH $94.96)
  • $94.96 P/E (TTM): 45.46X Cap: $4.22B
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Q: Hi 5i,

Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.

Thx

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Read Answer Asked by Christopher on November 04, 2022

• Trisura Group Ltd. (TSU $39.92)
  • $39.92 P/E (TTM): 16.14X Cap: $1.90B
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Q: Can I please have your comments on Trisura's recently announced earnings. Do you see upside for this security? thank You.

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Read Answer Asked by Brian on November 04, 2022

• Enbridge Inc. (ENB $66.67)
  • $66.67 P/E (TTM): 23.5X Cap: $145.84B
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• Fortis Inc. (FTS $67.44)
  • $67.44 P/E (TTM): 20.05X Cap: $34.33B
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• Algonquin Power & Utilities Corp. (AQN $7.79)
  • $7.79 Cap: $6.02B
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• Capital Power Corporation (CPX $56.29)
  • $56.29 P/E (TTM): 17.56X Cap: $8.80B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.97)
  • $45.97 Cap: $17.20B
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Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?

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Read Answer Asked by Alexander on November 04, 2022

• Chartwell Retirement Residences (CSH.UN $19.47)
  • $19.47 P/E (TTM): 87.5X Cap: $5.60B
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Q: At this extremely low price,in a RRSP,is it risky to keep this stock ,or is it an acceptable option to keep it for longer term and dividends ?

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Read Answer Asked by Jean-Yves on November 04, 2022

• Decisive Dividend Corporation (DE $7.66)
  • $7.66 P/E (TTM): 30.92X Cap: $153M
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Q: Could I have your views on the latest quarter for this company. Is the dividend safe. It seems to have held up quite well in this volatile market. Many tnx.

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Read Answer Asked by Jacques on November 04, 2022

• SoFi Technologies Inc. (SOFI $25.92)
  • $25.92 P/E (TTM): 50.89X Cap: $30.65B
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Q: Hi Team,

Can I get your latest on this company? Is there a real risk of bankruptcy? Seems like they are consistently growing even in this environment?

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Read Answer Asked by David on November 04, 2022

• Equinox Gold Corp. (EQX $13.69)
  • $13.69 P/E (TTM): 98.23X Cap: $10.28B
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Q: does it pay to hold eqx after bad eps ?

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Read Answer Asked by philip on November 04, 2022

Q: We own 10 preferred shares with BCE,BRF,BPO,NPI,PWF,ENB,CU. Overall we are down considerably on capital loss. But making a good return at these current prices. Question to you is, should we keep preferred shares for the current return or take a loss and sell them. Most are in registered accounts so no tax loss is available.

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Read Answer Asked by Vicki on November 04, 2022

• Purpose US Cash Fund (PSU.U $100.14)
  • $100.14 Cap: $781M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.05)
  • $116.05 Cap: $1.90B
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Q: I have cash in my US$ RRSP and would like to park it in a ETF like HSAV but I don't want to be clipped by TD if I move the cash to my CDN$ RRSP account. I noticed HYGH.US in your ETF model portfolio but it is not like HSAV. Any suggestions would be greatly welcome or if HYGH is the best then please advise. Thanks again.

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Read Answer Asked by Danny-boy on November 04, 2022

• Microsoft Corporation (MSFT $498.15)
  • $498.15 P/E (TTM): 36.29X Cap: $3.67T
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Q: What do I do with this name.I thought given it was one of two AAA rated companies around it was solid.This year has been a disaster from a share price point of view.Still up meaningfully….cause I have owned for years but been huge drawdown. Should I just sell?

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Read Answer Asked by Kim on November 04, 2022

• Datadog Inc. (DDOG $135.92)
  • $135.92 P/E (TTM): 384.41X Cap: $47.45B
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• Snowflake Inc. (SNOW $228.33)
  • $228.33 Cap: $75.27B
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• Confluent Inc. (CFLT $20.18)
  • $20.18 Cap: $6.66B
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Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you

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Read Answer Asked by Anthony on November 04, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.65)
  • $42.65 P/E (TTM): 1022.92X Cap: $19.48B
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Q: Hi 5i
5i's thoughts on the quarter and current price vs valuation - I have been scratching my head with this one for a while ....the market keeps trading it down, even with the decent certainty of inflation protected future cash flows. Appreciate your reply.

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Read Answer Asked by Patrick on November 04, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.65)
  • $42.65 P/E (TTM): 1022.92X Cap: $19.48B
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Q: Why BIP.UN today traded at almost 8 times the normal volume (6.4 million units today vs. 800K units normally) and down about 2.6% too? Any story or issues behind that? Thanks.

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Read Answer Asked by Victor on November 04, 2022

• Datadog Inc. (DDOG $135.92)
  • $135.92 P/E (TTM): 384.41X Cap: $47.45B
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Q: Can you please provide an assessment of Datadog's Q3 Financial results? How do Datadog's prospects look going forward?

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Read Answer Asked by Stephen on November 04, 2022

• Avery Dennison Corporation (AVY $167.75)
  • $167.75 P/E (TTM): 18.86X Cap: $13B
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• Ecolab Inc. (ECL $275.01)
  • $275.01 P/E (TTM): 37.22X Cap: $77.58B
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• Zoetis Inc. Class A (ZTS $151.23)
  • $151.23 P/E (TTM): 27.53X Cap: $67.94B
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Q: Could you please comment on earnings and whether buy, sell or hold? If you don't like what companies would you prefer? Thank you!

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Read Answer Asked by Neil on November 04, 2022

• Athabasca Oil Corporation (ATH $6.11)
  • $6.11 P/E (TTM): 6.8X Cap: $3B
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• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: your opinion on earnings of gear and athabaska. dave

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Read Answer Asked by david on November 04, 2022