Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Topicus.com Inc. (TOI)
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Q: Hi There,
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You

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Read Answer Asked by Kevin on September 08, 2021

• Autodesk Inc. (ADSK)
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Q: Hi 5i team. Can you comment on ADSK. It’s been on a downtrend lately since last earnings announcement. Is this company still in good financial shape for future growth or should be concerned about cash flow headwind with their recent changes to subscription payment plans? If fundamentals still look fine, what might be a good entry price point for this stock? Would recent news cause stock to go sideways for a while before picking back up from its current level?

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Read Answer Asked by Sylvain on September 08, 2021

• Descartes Systems Group Inc. (The) (DSG)
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Q: Since u recommendation of DSG on May 18,it has a "Fly me to the Month" move, hitting new highs after new highs. Your opinion on Q2 on Sep 8. Is it time to take some profit before report? Txs for u usual great views & services.

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Read Answer Asked by Peter on September 08, 2021

• Premier Health of America Inc. (PHA)
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Q: With the Caisse de depot acquiring a large US health care staffing company, do you see a potential in it buying PHA, a health care staffing company in its own backyard?

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Read Answer Asked by Charles on September 07, 2021

• Denison Mines Corp. (DML)
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• Neo Performance Materials Inc. (NEO)
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• Skyharbour Resources Ltd. (SYH)
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• Appia Rare Earths & Uranium Corp. (API)
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Q: Hello. Any recommendations for small/micro cap uranium plays (top 5?) if one wanted to take advantage of increasing uranium prices? A few comments on each if possible. Thank you.

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Read Answer Asked by Robert on September 07, 2021

• Park Lawn Corporation (PLC)
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Q: With thanks in advance I am interested in your thoughts on PLC's recent capital raise and future prospects for the stock, Would you be comfortable buying here?

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Read Answer Asked by Don on September 07, 2021

• Tricon Residential Inc. (TCN)
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• Genesis Land Development Corp. (GDC)
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Q: Are you aware of any companies in Canada that would have a business model similar to Tricon (TSX:TCN) wherein they rent single family residences in Canada. My understanding is that Tricon's portfolio is largely in the United States.

Thank you

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Read Answer Asked by Brad on September 07, 2021

• Acadia Healthcare Company Inc. (ACHC)
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• ModivCare Inc. (MODV)
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Q: can you think of any drug and addiction centres that are publicly listed that could have some growth and up side going forward ? thanks

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Read Answer Asked by jim on September 07, 2021

• Smart Employee Benefits Inc. (SEB)
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• LifeSpeak Inc (LSPK)
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Q: Looking to get your thoughts on Smart Employee Benefits and Lifespeak. What is your assessment of these companies, long term outlook, and would you buy? Thanks.

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Read Answer Asked by Nick on September 07, 2021

• Coinbase Global Inc (COIN)
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Q: HI

Wondering about coinbase and its future. Bought in when it went public and it is down but slowly climbing. What do you think of this company going forward.

thanks
K&C

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Read Answer Asked by cindy on September 07, 2021

• Scotts Miracle-Gro Company (The) (SMG)
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Q: Hi, Can you please provide a brief update on SMG: Current valuation, possible reasons for the recent drop (~20% YTD) and growth potential ?

Thank you,

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Read Answer Asked by Luc on September 07, 2021

• Global X Lithium & Battery Tech ETF (LIT)
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• Eastfield Resources Ltd. (ETF)
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• iShares Self-Driving EV and Tech ETF (IDRV)
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• Global X Autonomous & Electric Vehicles ETF (DRIV)
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Q: Hi Team,
Could you recommend some ETF/s for
1/ Electric Vehicle and battery manufacturers in North America.
2/ Electric Vehicle and battery manufacturers in China.
Which I am thinking for long term hold.
Thank you as always,
Tak

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Read Answer Asked by Tak on September 07, 2021

• Riskified Ltd. Class A (RSKD)
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Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc

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Read Answer Asked by Marc on September 07, 2021

• DigitalOcean Holdings Inc. (DOCN)
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Q: Hello Team

Heard this company on BNN and kind of caught our eye. Can you provide some information and thoughts on this company, We would buy and hold for longer term (5 years)

thanks again for your valuable insight.

cheers
K&C

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Read Answer Asked by cindy on September 07, 2021

• Xebec Adsorption Inc. (XBC)
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Q: I am contemplating to eliminate XBC from my non taxable accounts with significance losses (-52% of book value). The proceed (C$ 30K) will be invested into potentially better growth candidates, such as TIXT, WELL or BAM.a. Please kindly give your opinion and advice. Thank you very much. Bill.

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Read Answer Asked by Bill on September 07, 2021

• 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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• Bank of Montreal (BMO)
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• Canadian Imperial Bank Of Commerce (CM)
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• National Bank of Canada (NA)
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Q: I know that ranking banks often is like picking shades of the same colour. At this point in time do you feel there is any "clear" division amongst any of the banks for investing purposes? Can you give your order of preference and the magnitude of the gap between each choice.
Thanks,
Terry

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Read Answer Asked by Terry on September 07, 2021

• AbbVie Inc. (ABBV)
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Q: Abbvie keeps getting sold off. Down another 2.5% today. Do you think it has bottomed after the steep slide over the past 10 days or so? Would this be a good entry point?

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Read Answer Asked by Edward on September 07, 2021

• Topicus.com Inc. (TOI)
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Q: Hello Peter and Ryan,
Topicus is taking small hits everyday. I suspect it is profit taking or redirecting to other sectors. What is your view please? With respect to valuation, how does it compare to other types of companies in its sector (other than looking at what is being referred to as a mini csu). Thanks very much.

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Read Answer Asked by umedali on September 07, 2021

• iShares S&P/TSX SmallCap Index ETF (XCS)
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Q: Is there a Canadian small-cap ETF that you would recommend? Thanks Jim

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Read Answer Asked by jim on September 07, 2021

• S&P 500 (SPX)
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• iShares Core U.S. Aggregate Bond ETF (AGG)
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• Vanguard Balanced ETF Portfolio (VBAL)
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• RBC U.S. Monthly Income Fund Series A (RBF503)
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Q: I am looking for low to medium risk USD investments like RBC's US monthly Income Fund other than straight bonds and GICs. Any suggestions?

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Read Answer Asked by Jean on September 07, 2021