Investment Q&A

• TD One-Click Moderate ETF Portfolio (TOCM)
  • View TOCM Profile
  • View Questions on TOCM

Q: What do you think of the TD all in one portfolios? They seem to offer some active management that the vanguard and share all in one portfolios do not offer. They allocate a certain portion to technology etc. Are they worth it?

They list the MER at 0.25 but also list a management fee, having a hard time figuring out the total fees.

Torn between doing something like this or creating my own portfolio with 6 ETFs.

Upvote 0

Read Answer Asked by Carla on November 25, 2021

• Silver Dollar Resources Inc. - Common Shares (SLV)
  • View SLV Profile
  • View Questions on SLV

Q: This company advertises that both Eric Sprott and First Majestic are investors. Are the size of these investments significant enough to indicate a fairly strong conviction?

On the Insiders report on your site I see the following during Sept 2020:
Shares Traded: 4,621,241
Transaction: Buy under a prospectus exemption at $1.40 per Share
Value: $6,469,737.00
Shares Held: 0

There are three separate transactions listed with the same figures, except that one shows Shares Held as > 0.

What should this tell me? Why is "Shares Held" = 0 after two of the transactions?

Thanks,

Upvote 0

Read Answer Asked by Peter on November 25, 2021

• Petco Health and Wellness Company Inc. (WOOF)
  • View WOOF Profile
  • View Questions on WOOF
• Pet Valu Holdings Ltd. (PET)
  • View PET Profile
  • View Questions on PET

Q: What are your thoughts on starting a position in WOOF given it's current price (near IPO price) and downtrend this past year?

Looking to add a pet related stock to my portfolio but there aren't many attractive options so please suggest any other that you would consider.

Upvote 0

Read Answer Asked by David on November 25, 2021

• Lithium Americas Corp. (LAC)
  • View LAC Profile
  • View Questions on LAC
• Global X Lithium & Battery Tech ETF (LIT)
  • View LIT Profile
  • View Questions on LIT

Q: Him

I have about 5% of my portfolio in LIT and LAC. What do you think of lithium prices in the next few years? Is it sustainable. I fear another 2019 slide.

Upvote 0

Read Answer Asked by Graeme on November 25, 2021

• Imaflex Inc. (IFX)
  • View IFX Profile
  • View Questions on IFX

Q: I would appreciate your comments on the 3rd q. I do not have access to analyst expectations. I am interested in this company because of the potential of their new product Advaseal as the market is huge and they expect double the profit margin.

Upvote 0

Read Answer Asked by Murray on November 25, 2021

Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?

Upvote 0

Read Answer Asked by Michelle on November 25, 2021

• Canadian Net Real Estate Investment Trus (NET.UN)
  • View NET.UN Profile
  • View Questions on NET.UN

Q: What do you think of the latest quarter?

Upvote 0

Read Answer Asked by Eugene on November 25, 2021

• Mission Ready Solutions Inc. (MRS)
  • View MRS Profile
  • View Questions on MRS
• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Enthusiast Gaming Holdings Inc. (EGLX)
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Pinterest Inc. Class A (PINS)
  • View PINS Profile
  • View Questions on PINS
• Palantir Technologies Inc. Class A (PLTR)
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

Upvote 0

Read Answer Asked by Marco on November 25, 2021

• Martello Technologies Group Inc. (MTLO)
  • View MTLO Profile
  • View Questions on MTLO

Q: Hi,
Thoughts on numbers for MTLO today?
thanks

Upvote 0

Read Answer Asked by Chris on November 25, 2021

• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Airbnb Inc. (ABNB)
  • View ABNB Profile
  • View Questions on ABNB

Q: Hello Peter, I was surprised to note that the market cap of ABNB is actually higher than BKNG. For a somewhat conservative investor looking for long-term growth (and expecting a resumption of consumer travel, etc.) would you support these companies? And which would you favour and why?
Thanks in advance!

Upvote 0

Read Answer Asked by James on November 25, 2021

• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al

Upvote 0

Read Answer Asked by alex on November 25, 2021

• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Thomson Reuters Corporation (TRI)
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD
• Leon's Furniture Limited (LNF)
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Upvote 0

Read Answer Asked by Steve on November 25, 2021

• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Upvote 0

Read Answer Asked by Peter on November 25, 2021

• Guardant Health Inc. (GH)
  • View GH Profile
  • View Questions on GH

Q: Good evening,
I looked everywhere for news that can justify the over 15% move in the stock today. No press release on their website?

Do you see any news or have you any idea what's behind the move?
Thanks, grateful as always!

Upvote 0

Read Answer Asked by Denis on November 25, 2021

• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: Will the proposed merger of Rogers and Shaw affect your opinion of Telus?. Is there another name in the same sector that you would prefer?

Upvote 0

Read Answer Asked by Allan on November 25, 2021

• Vodafone Group Plc (VOD)
  • View VOD Profile
  • View Questions on VOD
• Orange (ORAN)
  • View ORAN Profile
  • View Questions on ORAN

Q: I’m interested in the French telecom ORAN. Does it have enough exposure to be considered a play on population growth in Africa? Would VOD be better? Also wondering if it’s a 5G play as well. Thanks for your thoughts.

Upvote 0

Read Answer Asked by Brian on November 25, 2021

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS)
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.

TJ

Upvote 0

Read Answer Asked by Travis on November 25, 2021

• Autodesk Inc. (ADSK)
  • View ADSK Profile
  • View Questions on ADSK

Q: Can you comment on the recent sharp drop in the share price of Autodesk.

It doesn't seem a fundamental problem in which case it does seem a buying opportunity.

Kevin

Upvote 0

Read Answer Asked by Kevin on November 24, 2021

Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?

Upvote 0

Read Answer Asked by TERRY on November 24, 2021

• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?

Upvote 0

Read Answer Asked by Eugene on November 24, 2021