Investment Q&A

• Neighbourly Pharmacy Inc. (NBLY)
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Q: Peter/Ryan:
with recent market weakness, should we be reading anything into the fact that NBLY has held up so well? I ask, as we've fairly recently opened up a small position in the company and wondering if adding a bit more seems to be a good strategy.
thanks
Paul L

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Read Answer Asked by Paul on December 02, 2021

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Please comment on Q results released this a.m. Initial very positive reaction,now turned negative.Why? Txs for u usual great services & views

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Read Answer Asked by Peter on December 02, 2021

• Block Inc. Class A (SQ)
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• VersaBank (VBNK)
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Q: I’ve done well with VB the last couple of years, however i’m thinking of switching to SQ for higher growth moving forward. Would you endorse such a move? Thank you..

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Read Answer Asked by Tony on December 02, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What would be a good entry price for Lspd? Thanks

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Read Answer Asked by Hue on December 02, 2021

• Zscaler Inc. (ZS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Please comment on results/outlook

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Read Answer Asked by Aaron on December 02, 2021

• Veeva Systems Inc. Class A (VEEV)
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Q: Please comment on results/outlook

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Read Answer Asked by Aaron on December 02, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Veeva Systems Inc. Class A (VEEV)
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• WELL Health Technologies Corp. (WELL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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• Unity Software Inc. (U)
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• Nuvei Corporation (NVEI)
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Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!

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Read Answer Asked by Keith on December 02, 2021

• Duke Energy Corporation (Holding Company) (DUK)
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Q: Looking at Duke with todays decline and thinking of swapping out BEP for Duke. Which would you favour for dividend safety and growth over time, and also safety of capital. Any metrics you can attach will be helpful
Thank you

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Read Answer Asked by Harry on December 01, 2021

• PayPal Holdings Inc. (PYPL)
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Q: Your opinion/advise regarding Paypal. I am down considerably, unfortunately held in a US$ RRIF so no tax loss selling advantage. Do you think it will recover , I am in no rush to sell if there's any hope.
Thanks

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Read Answer Asked by steve on December 01, 2021

• MTY Food Group Inc. (MTY)
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Q: Any thoughts on getting into this now? Any comments on their debt situation -- looks bit high to me and would be concerning if/when interest rates rise -- thoughts?

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Read Answer Asked by Eugene on December 01, 2021

• Spartan Delta Corp. (SDE)
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Q: Hi Team, I was stopped out of sde after a good return and I am now thinking of buying back in. My question is the PE at 2.9 seems very low, book at 1.1, too good to be true usually is, what am I missing?

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Read Answer Asked by Robert on December 01, 2021

Q: Hi,

I was wondering if I could get your thoughts on a general trading/investing strategy.

Over the years, I have seen my valuations go up and down, up and down-yet I stick to the buy and hold strategy knowing I am not smart enough to time the market.

I am now thinking of adopting this strategy: selling approx 30% of a security position when I think it looks frothy. If the prices goes up, I still have 70% holding to benefit... BUT if it goes down, I would buy back that 30%.

I am not referring to day trading in and out-this would be a rebalance once/twice a year. What do you think in general of this strategy?

Thanks as always for your sage advice.

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Read Answer Asked by Brad on December 01, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Q: Hi Peter and Team
I have two questions: (1) In your opinion based on both current environment and previous experience, what is the chance that BABA is delisted from the NYSE? (2) If that were to happen, what is the effect on current shareholders?
Thanks
Marc

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Read Answer Asked by Marc on December 01, 2021

• Birchcliff Energy Ltd. (BIR)
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• Enerplus Corporation (ERF)
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• Tamarack Valley Energy Ltd. (TVE)
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• Cardinal Energy Ltd. (CJ)
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Q: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks

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Read Answer Asked by Gordon on December 01, 2021

• Alphabet Inc. (GOOG)
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• Intuit Inc. (INTU)
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• NVIDIA Corporation (NVDA)
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• iShares Russell 2000 Growth ETF (IWO)
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• Copart Inc. (CPRT)
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• DexCom Inc. (DXCM)
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• MEDIFAST INC (MED)
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• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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• Celsius Holdings Inc. (CELH)
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• Unity Software Inc. (U)
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• eXp World Holdings Inc. (EXPI)
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Q: Hi thank you for all that you do.

I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.

Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.

Would this list be any different in a TFSA? If so, why?

Thank you and please deduct points as necessary.

Nick

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Read Answer Asked by Nick on December 01, 2021

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• Sun Life Financial Inc. Class A Non-Cumulative Rate Reset Preferred Shares Series 12R (SLF.PR.I)
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Q: This preferred is being redeemed. Is CPD a suitable replacement?

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Read Answer Asked by Greg on December 01, 2021

• VSBLTY Groupe Technologies Corp - Ordinary Shares (VSBY)
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• CloudMD Software & Services Inc. (DOC)
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Q: Can you comment on 1) DOC's earnings and partnership with Sunlife 2) VSBY earnings

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Read Answer Asked by Michael on December 01, 2021

• The Walt Disney Company (DIS)
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Q: Do you still like DIS for 5 years (post pandemic) hold? What would be your entry point?

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Read Answer Asked by JR on December 01, 2021

• Purpose Bitcoin ETF (BTCC)
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Q: I am interested in opening a position in a Bitcoin ETF. It can be Canadian or U.S. Which EFTs would your recommend?

Michael

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Read Answer Asked by Michael on December 01, 2021

Q: Many Canadian banks doing share buybacks, what is the major reason for this ??

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Read Answer Asked by darcy on December 01, 2021