Investment Q&A

• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.

Which of these particular two:

- Has the best valuation?

- Has the best potential growth?

- Is the "safest" and has the best chance at being around for the long term?

- Has the best product / geographic diversification?

- Are both of these considered at the cutting edge?

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Read Answer Asked by James on January 12, 2023

• Magic Software Enterprises Ltd. (MGIC)
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Q: Can I have your opinion on this stock. Trading at reasonable values, balance sheet looks fine, nice dividend, and some future growth.
Thanks Gord

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Read Answer Asked by Gordon on January 12, 2023

• Horizons Active High Yield Bond ETF (HYI.A)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• BMO High Yield US Corporate Bond Index ETF (ZJK)
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• Mackenzie US High Yield Bond Index ETF (CAD-Hedged) (QHY)
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Q: I noted and likely your strategy to add to XHY for income and possible capital gains. However, when I looked at high yield corp. bond ETFs, ZJK looked better overall. There is also the matter of CAD hedging. I'm looking to park cash for my 2023 RIF withdrawal this December and I've been using the BMO HISA for this. Can I have your opinion on using ZJK or XHY instead for about 2% higher income?

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Read Answer Asked by Earl on January 12, 2023

• Algonquin Power & Utilities Corp. (AQN)
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Q: what is your opinion of AQN going forward long-term now that they have cut their dividend?

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Read Answer Asked by Cheryl on January 12, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Why C.Cycl. sector for CCL.B in Bal portfolio but Materials in Analytics?

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Read Answer Asked by Hali on January 12, 2023

• Sisecam Resources LP representing limited partner interests (SIRE)
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Q: Your thoughts on this company please.

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Read Answer Asked by Tom on January 12, 2023

• i3 Energy plc ordinary shares (ITE)
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Q: Could you do an update (only 1 question and it was 2021? Now approaching CAD$0.5B, strong earnings, low debt, pays a dividend, in good assets in CAD, interesting opportunities in North Sea - a UK company but listed on TSX.V. In particular, to what would you attribute its lackluster performance in the last year? Thx.
John

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Read Answer Asked by John on January 12, 2023

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Suncor Energy Inc. (SU)
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• Enbridge Inc. (ENB)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months

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Read Answer Asked by Guy on January 12, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Profitability, why is this so difficult to achieve for LSPD? Is one reason that the CAO and Board are still continuing to be driven or leaning to expansion and therefore changing to control control is difficult to achieve? But that does not make sense because we have heard they want to be profitable in 2024! I am confused. Clayton

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Read Answer Asked by Clayton on January 12, 2023

Q: Hi 5i,

Is there an explanation somewhere as to the meaning of the % at the bottom right corner of the Income Model Portfolio? The headings are: Portfolio; Benchmark; Active. An explanation of each line in the chart would help me understand the relevance.

Thanks for the help.
John

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Read Answer Asked by John on January 12, 2023

• Miscellaneous (MISC)
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Q: Hi 5i Team - I sometimes hear about the amount of money waiting on the sidelines for possible investments in the equities markets. Do you have an idea of what this might be in the U.S. or Canada or even globally. Also would you consider it a significant amount. Thanks.

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Read Answer Asked by Rob on January 12, 2023

• Yamana Gold Inc. (YRI)
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Q: Hello 5i, Could you provide the takeover offer for YRI that looks like cash and shares. Say a person has 1000 shares and want to sell , what is the sell price. Thanks

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Read Answer Asked by Michael on January 12, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: Good Morning all!,
Why such an abrupt fall this morning while this company is still breaking records? Is it buyable today or should we wait for volatility to reduce ?

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Read Answer Asked by Roger on January 12, 2023

• Ford Motor Company (F)
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Q: Hello,

When you last answered a question about Ford it had just been hit with some bad news. Despite that you felt it still had redeeming qualities and rated it a hold.

I’d welcome hearing your current assessment.

Thank you!

Marc.

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Read Answer Asked by Marc on January 12, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: At first glance I am a bit disappointed
Sales grew at a fantastic rate yet net income did not
Margins down and costs way up.
Should we shareholders be worried

Q3 net revenue increased by 37.8% to $624.6 million
Q3 net income increased by 8.9% to $70.7 million
Q3 Adjusted EBITDA(1) increased by 9.5% to $119.6 million

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Read Answer Asked by Leon on January 12, 2023

• A&W Revenue Royalties Income Fund (AW.UN)
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• Boston Pizza Royalties Income Fund (BPF.UN)
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Q: Looking for steady type income stream. One that has some momentum preferably. Most valuations seem similar. Which might you prefer in the Royalty type area of consumer cyclicals?

Thank You

Upvote 1

Read Answer Asked by Stephen on January 12, 2023

Q: Hello, This is not a question about stocks but more towards interest rate and the effect on markets. How can the US un-employment rate still be around the 5% when we hear of mass layoffs everyday from major companies? It would seem that the 5% is skewed so as to give reason for the fed to keep raising rates which in turn would seem to affect the markets.

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Read Answer Asked by pietro on January 12, 2023

• Mirasol Resources Ltd. (MRZ)
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Q: Hi 5i Team - Could you provide an update on Mirasol Resources, in particular its balance sheet including cash on hand and debt. The stock has been doing better over the past few months and am just wondering if there have been any significant developments. Thanks

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Read Answer Asked by Rob on January 12, 2023

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN)
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Q: I am a retired income investor. I own a lot of the various Brookfield companies. I have held BGI.un for quite some time and, unlike the Brookfied companies, I am well under water. It is very thinly traded. I have no problems keeping BGI because it fits my need for dividends but I am wondering if it is dead money and will keep slipping. Can I have your opinionon its future

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Read Answer Asked by Don on January 12, 2023

• Canaccord Genuity Group Inc. Cumulative 5-Year Rate Reset First Preferred Shares Series A (CF.PR.A)
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Q: 5i,
Further to Kim's question on Jan 11.

Does adding all the debt for the "go private" not affect the security of the Pref?

Will Cannacord, the company, eventually end up with the debt or will the buy-out shareholders be responsible for the debt?

Thanks,
John

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Read Answer Asked by John on January 12, 2023