Investment Q&A

• PayPal Holdings Inc. (PYPL)
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• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: Hello 5i Research
I have held Visa ,MasterCard and PayPal for a while in my US RRSP account and happy with the performance.Would consider them as an reopening stock and performance even better as people travel more and go out more.
Thanks
Claudio

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Read Answer Asked by claudio on August 30, 2021

• Topicus.com Inc. (TOI)
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Q: It’s seems odd to me Topicus is listed in Vancouver.Do you see it moving to the Toronto exchange?

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Read Answer Asked by Kim on August 30, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT)
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Q: MAGT This stock has had a good run. Would you consider it a buy at this time? Many thanks for your guidance.

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Read Answer Asked by Patricia on August 30, 2021

• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Pembina Pipeline Corporation (PPL)
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• Russel Metals Inc. (RUS)
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• A&W Revenue Royalties Income Fund (AW.UN)
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Q: I am looking to lock in some profits and hold a little more cash at the moment. The above stocks are ones I've done well on but are feeling a bit stagnant at the moment. I still like them but looking for ones to sell that have the least FOMO. BNS is probably already a for sure as I am overweight on it a lot at the moment. I have losses from the market downturn so taxes are not a major concern. What of these would you consider selling first if raising cash? I don't worry about sector weights.

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Read Answer Asked by Graham on August 30, 2021

• Roku Inc. (ROKU)
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• CrowdStrike Holdings Inc. (CRWD)
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• Upstart Holdings Inc. (UPST)
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Q: Please provide me with 6/7 high growth stocks & 3/4 value stocks for a minimum hold of 10years especially for Tfsa , Txs for u usual great services & views. As a aside,when is u next appearance on BNN?

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Read Answer Asked by Peter on August 30, 2021

• Supremex Inc. (SXP)
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Q: Could I have your updated opinion on this company. Thx

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Read Answer Asked by Bill on August 30, 2021

• Quorum Information Technologies Inc. (QIS)
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Q: What does 5i think about Quorum's Q2 report and current stock valuation for being a SaaS Company?

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Read Answer Asked by Charles on August 30, 2021

• EnWave Corporation (ENW)
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Q: Do you think their deal with Dole is material to their prospects?

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Read Answer Asked by Mike on August 30, 2021

• Fortis Inc. (FTS)
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• Restaurant Brands International Inc. (QSR)
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• Algonquin Power & Utilities Corp. (AQN)
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• Leon's Furniture Limited (LNF)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: I need in increase my portfolio weightings in Consumer Cyclical and Utilities. I currently hold AQN, BIP.UN and FTS in Utilities in roughly equal amounts and hold QSR and LNF for Consumer Cyclical with QSR double the holding of LNF. Should I add to my current positions to increase my weighting in both sectors or consider adding new stocks?

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Read Answer Asked by Sandy on August 30, 2021

• Premier Health of America Inc. (PHA)
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Q: Hi, Could you please comment on PHA earnings. Thank you

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Read Answer Asked by francis on August 30, 2021

• Wecommerce Holdings Ltd. (WE)
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Q: Can you please comment on earnings

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Read Answer Asked by Bruce on August 30, 2021

• NuLegacy Gold Corporation (NUG)
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Q: Would drill results signify an immediate sell or is there hope for a bounceback?

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Read Answer Asked by hal on August 28, 2021

• TC Energy Corporation (TRP)
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Q: I am looking to sell half of my shares in TRP can you name two stocks that would have more upside in this space.

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Read Answer Asked by Roy on August 28, 2021

• NVIDIA Corporation (NVDA)
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• Twitter Inc. (TWTR)
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• Advanced Micro Devices Inc. (AMD)
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Q: I am thinking to sell TWTR and replace it with AMD or NVDA.
What do you think?

Thanks,
Milan

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Read Answer Asked by Milan on August 28, 2021

Q: The National Bank of Canada has recently introduced online trading for $0/stock trades and $1.25/contract for option trades. Their trading platform is free if you do a minimum 15 trades/month. I calculate saving about $350/month if I switch from the TD. Do you see any downside?

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Read Answer Asked by Myles on August 28, 2021

• Real Matters Inc. (REAL)
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Q: What is the latest information on the forward P/E for REAL? It would seem with the price drop REAL must be cheap by now. Let's assume REAL is successful with the onboarding of the tier one client, which they are being quite careful about, and growth continues. Isn't there an opportunity here for new buyers of REAL?

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Read Answer Asked by Robert on August 28, 2021

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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Q: Between DSG and KXS, which stock would you side with and why?

Thank you,

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Read Answer Asked by Kirk on August 28, 2021

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV)
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Q: Can you recommend 2 value focused emerging market index/etf funds, one of which does not include Chinese companies and and one that does. Thanks for your guidance.

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Read Answer Asked by Ian on August 28, 2021

• goeasy Ltd. (GSY)
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Q: Good Morning,

I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.

Sorry for putting the team on the spot!

It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol

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Read Answer Asked by Kelly on August 28, 2021

• Nova Royalty Corp. (NOVR)
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Q: NOVR What is your opinion on this royalty trust. Would you see this as the best way to play copper and nickel appreciation or are there other trusts/companies that you would prefer. Thank for your expertise.

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Read Answer Asked by Ian on August 28, 2021