Investment Q&A

• Trisura Group Ltd. (TSU)
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Q: I recently added TSU to my portfolio and am disappointed to see considerable downward movement in recent days. Could you please comment on why the stock seems to be pulling back. I realize it has done very well since it came to market.
Thank you,
Maria

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Read Answer Asked by Maria on June 16, 2021

• Smart Employee Benefits Inc. (SEB)
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Q: What do you think about this company?

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Read Answer Asked by Murray on June 16, 2021

• monday.com Ltd. (MNDY)
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Q: Hello Team Extraordinaire!

What are your thoughts on this company in terms of fundamentals? Would you consider it high risk? Looking at a 3 year hold here.
Jump in or run for the hills?
Many thanks for such a great service!

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Read Answer Asked by Wes on June 16, 2021

• Tricon Residential Inc. (TCN)
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Q: Hi 5i!
I would like your opinion on TCN and Real Estate sector overall for its potential stability in an uncertain inflationary (permanent/transitory) environment. Can it be considered defensive?
Thank you!

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Read Answer Asked by Stéphane on June 16, 2021

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Enbridge Inc. (ENB)
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• TELUS Corporation (T)
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• Inter Pipeline Ltd. (IPL)
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• AltaGas Ltd. (ALA)
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• Tourmaline Oil Corp. (TOU)
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• Air Canada Voting and Variable Voting Shares (AC)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Vermilion Energy Inc. (VET)
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• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• NFI Group Inc. (NFI)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Kinaxis Inc. (KXS)
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• Barrick Gold Corporation (ABX)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Kirkland Lake Gold Ltd. (KL)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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• Lightspeed Commerce Inc. Subordinate (LSPD)
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Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

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Read Answer Asked by Carlo on June 16, 2021

• Martello Technologies Group Inc. (MTLO)
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Q: Have had patience with this one for awhile now and need your expert analysis on tailwinds and expectations for the future or leave and revisit later. What are their expectations for this months earnings?
Thanx Gary

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Read Answer Asked by Gary on June 16, 2021

• Interfor Corporation (IFP)
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• Western Forest Products Inc. (WEF)
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• West Fraser Timber Co. Ltd. (WFG)
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Q: Forestry stocks are down 10-30 percent. Is it time to buy, hold or sell?

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Read Answer Asked by Jacques on June 16, 2021

• Canopy Growth Corporation (WEED)
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• TerrAscend Corp. (TER)
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Q: would appreciate your current opinion on this co. Also how/where do I extend my subscription at your new lower rate before the increase

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Read Answer Asked by george on June 16, 2021

Q: Could i have your opinion on Applied Therapeutics ?

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Read Answer Asked by Richard on June 16, 2021

• Harley-Davidson Inc. (HOG)
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Q: Back in February you were recommending HOG as a good consumer discretionary play. since then the stock has reached a high of about $52.00, but has pulled back and currently seems to be in a bit of a downtrend. How do you feel about the stock today and would you still recommend it as a buy?

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Read Answer Asked by Marie on June 16, 2021

• Keyera Corp. (KEY)
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• Savaria Corporation (SIS)
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Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?

Ken

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Read Answer Asked by Ken on June 16, 2021

• Vitalhub Corp. (VHI)
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• WELL Health Technologies Corp. (WELL)
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• CloudMD Software & Services Inc. (DOC)
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Q: Of the 3, which do you see with greatest growth potential? Is there any overlap in owning all 3 that would make one expendable?

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Read Answer Asked by Todd on June 16, 2021

• Procter & Gamble Company (The) (PG)
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Q: Could you suggest a buy-and-forget type US dividend stock that would offer some dividend growth and share-price growth for a 10 year hold? Already own MSFT, AAPL, INTC, NVDA, JNJ on the US side.
PFE?
Thanks

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Read Answer Asked by Roman on June 16, 2021

• Ultra Clean Holdings Inc. (UCTT)
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• Digital Turbine Inc. (APPS)
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• Affirm Holdings Inc. (AFRM)
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Q: I'm down on both of these (which I'm fine with), but wondering if you still see potential in them as the higher risk higher reward portion of my portfolio. If not, what would you suggest as replacements for a 3-5 yr outlook?

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Read Answer Asked by Rick on June 16, 2021

• Mission Ready Solutions Inc. (MRS)
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• Questor Technology Inc. (QST)
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• Xebec Adsorption Inc. (XBC)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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• Unity Software Inc. (U)
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Q: I am looking at what to do with cash in my TFSA once cash from PHO is available. (nice gain -thank you !)
Shown below are existing positions in my TFSA that are in negative or small positive territory. My portfolio has a good weighting in tech, so staying in that sector not necessary. Would appreciate your thoughts on which of these (if any) you would choose to add to and in what priority. As always, thank you .
QST ( -24%, currently 0.8 % of total portfolio)
XBC ( -32%, currently 2 % of total portfolio)
AT (0%, currently 1.25% of total portfolio)
EGLX (+4%, currently 1.45 % of total portfolio)
MRS (+4%, currently 0.3 % of total portfolio)
U (-25%, currently 1.4% of total portfolio)

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Read Answer Asked by Alexandra on June 16, 2021

• Leon's Furniture Limited (LNF)
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Q: I seems to me that LNF is (or has been in the 6 months I've owned) more volatile than any of my other holdings, going up or down frequently as much as 2 - 3% on a daily basis, and often in the absence of news.
What might cause this? I have no particular concerns (unless you tell me I should have <g>) and am not considering selling, but am curious.
Is it because of their small size/market cap, relative to my other holdings (banks, BCE, Telus, Enbridge . . . ), because their shares are relatively thinly traded, or something else? It's almost enough to make one sell on the up days and rebuy on the down days, since they're so close together time-wise and so far apart price-wise . . . just kidding!

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Read Answer Asked by Lotar on June 16, 2021

• Pembina Pipeline Corporation (PPL)
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Q: Good afternoon,
Given recent corporate developments at PPL - would you view it as having much more room for price appreciation or view primarily as a hold for income?

Thank you

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Read Answer Asked by Brad on June 16, 2021

• Nutrien Ltd. (NTR)
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Q: Hi group NTR appears to be faltering lately buy sell hold /why thanks

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Read Answer Asked by Terence on June 16, 2021

Q: Are you aware of any Canadian investment firm that offers extended hours trading?

thanks
Don

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Read Answer Asked by Don on June 16, 2021

• Thomson Reuters Corporation (TRI)
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Q: Is it a mature company that has a lot upside still ? I find it interesting as I found it is included in 5i growth portfolio model . Thanks a million.

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Read Answer Asked by Lai Kuen on June 16, 2021