Investment Q&A

• Martinrea International Inc. (MRE)
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Q: I have a position in mre- t which has gone soft over the last month? Any reason for it? Has there been any insider buying during the weakness? Could this be considered a play on the EV space?

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Read Answer Asked by Andre on July 09, 2021

• SNC-Lavalin Group Inc. (SNC)
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• CAE Inc. (CAE)
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Q: Would you prefer SNC or CAE at this time, or is their another Canadian industrial company you prefer?

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Read Answer Asked by Curt on July 09, 2021

• Descartes Systems Group Inc. (The) (DSG)
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Q: Please comment on acquistion of Greenmile today. Txs for u usual great services & views

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Read Answer Asked by Peter on July 09, 2021

• Mission Ready Solutions Inc. (MRS)
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Q: MRS announced the formation of a New Advisory Committee. Looks like an experienced team. Do you view this as positive? Contracts have been slow to come in but maybe they are spending the team putting the pieces in place to support the growth they see ahead.

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Read Answer Asked by Sal on July 09, 2021

• Green Thumb Industries Inc (GTII)
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• Cresco Labs Inc (CL)
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• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
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• TerrAscend Corp. (TER)
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• Trulieve Cannabis Corp (TRUL)
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• Ayr Strategies Inc. Warrant (AYR.WT)
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• Columbia Care Inc. - Common Shares (CCHW)
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Q: There was an update on BNN stating that Jeffries added buy ratings to the 7 pot stocks tagged above. How would you rank these stocks and do you consider any of them a buy at current levels?

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Read Answer Asked by TRINA on July 09, 2021

• Apple Inc. (AAPL)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• INVESCO QQQ Trust (QQQ)
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• Invesco Municipal Opportunity Trust (VMO)
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• VOXX International Corporation (VOXX)
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• Lightspeed Commerce Inc. Subordinate (LSPD)
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Q: Hi 5i, These are my RRSP stocks, etf:
LSPD, WELL, GOOGL, NVDA, SHOP, AAPL, CSU
VOX, BAM.A, QQQ, XIC, VMO, BEP.UN. In around 18 months I will be retired, and would appreciate your comments on my holdings. I'm happy with all of them now, Can you provide any suggestion (goal) to capital preservation, dividends, would you get rid of any?
Thanks

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Read Answer Asked by Fernando on July 09, 2021

• Lithium Americas Corp. (LAC)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Hi 5i
For a 3 to 5 years hold, of the two stocks: TIXT , LAC which one is a better pick for growth.
thanks

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Read Answer Asked by Fernando on July 09, 2021

• BMO US Put Write Hedged to CAD ETF (ZPH)
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Q: Good morning and thank you for your good recommendations. What is your opinion toward ZPH for income. How risky is it as opposed to a covered call type ZWB-ZWC approach and what maximum allocation would you give it in a portfolio?

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Read Answer Asked by Roger on July 08, 2021

• BMO International Dividend ETF (ZDI)
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• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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• iShares MSCI Europe IMI Index ETF (XEU)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• SPDR EURO Stoxx 50 ETF (FEZ)
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Q: How would you rank these two groups of ETF’s for future investment returns, where the best is listed first. European ETF’s VE, ZEQ, FEZ, & XEU. Emerging market ETF’s VEE, XIN, and ZDI. In the two groups if there is a better ETF in i5Reseach opinion, please add it to the list. Please correct the list if I have incorrectly categorized an ETF. Also what percentage of a portfolio should be invested outside of North America. Thanks … Cal

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Read Answer Asked by cal on July 08, 2021

• Domtar Corporation (UFS)
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Q: May I have your latest thoughts on UFS? In 2020 you were fairly negative on their debt...is that still your position? Over the past month I have seen the stock hit new 52 week highs...do you have any idea what is driving the stock higher?

Is UFS simply a material stock which is now bouncing hard now or is there something more to it? According to my broker UFS earnings per share is negative $3.52. Are the earnings projected to go positive this year?

Any thoughts you have would be appreciated.
Jim

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Read Answer Asked by James on July 08, 2021

• Cypress Development Corp. (CYP)
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Q: Your comments on this company would be appreciated. I realize it's high risk but given the demand for car batteries perhaps there's some growth here.

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Read Answer Asked by John on July 08, 2021

• First Majestic Silver Corp. (FR)
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• Pan American Silver Corp. (PAAS)
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• Fortuna Mining Corp. (FVI)
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Q: The acquisition has really depressed the stock price and it has yet to recover. What is your outlook for FVI going forward? How does its valuation compare to its peers? Should the shares also re-rate due to its increased size and growth prospects?

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Read Answer Asked by Husseinali on July 08, 2021

Q: I need a little hand holding. I’ve grown comfortable with this portfolio other than TRIL ( a flyer) going forward. Are there any red flags o which I should be aware? How would you grade this portfolio ($740000) re preservation of capital and diversification.? Each holding is listed with %of portfolio .
AT-3.36;AQ-3.27;BNS-3.25;BCE-2.86;BYD-3.56;BAW-1.71;CAE-2.6;CAR.UN-3.99;CSU-3.8;ENB-3.39;XAW-2.28;MG-3.89;NVEI-5.57;PBH-3.99;SLF-2.54;T-1.67;TFII-3.86;TRIL-1.62;VDY-5.44;VEE2.16;VVL-2.3;VFV-3.87VGG-9.44;WSP-5.05; Cash 14%

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Read Answer Asked by Roy on July 08, 2021

• Exxon Mobil Corporation (XOM)
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• Suncor Energy Inc. (SU)
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• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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• Pembina Pipeline Corporation (PPL)
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Q: I have heard we can expect to pay more to fill up at the pumps. Are you more bullish on oil or gasoline? If you are more bullish on gas oriented companies, what companies would you recommend?

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Read Answer Asked by Steven on July 08, 2021

• Mackenzie Global Environmental Equity Fund A (MFC5782)
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Q: Hello 5i team: I am considering a couple of "green funds" and would like your opinion.First fid7228, second mac.5782. First is new so no track record,or would you have another recommendation.
TIA Mike

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Read Answer Asked by michael on July 08, 2021

• SoFi Technologies Inc. (SOFI)
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Q: Please comments on the outlook of this company. I have high-risk tolerance and always look for long-term potential. Thank you for your great service.

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Read Answer Asked by David on July 08, 2021

• Match Group Inc. (MTCH)
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• Bumble Inc. (BMBL)
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Q: I really like the CEO of this company and based on my social circle it seems WAY more people use bumble as opposed to match. Since the decline in the IPO price, do you think this would be a good time to start a position?

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Read Answer Asked by Danielle on July 08, 2021

• Jervois Global Limited (JRV)
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Q: Could you please give me perspectives on this company? I would like to know if it is cash flow positive and profitable. How is it positioned in the commodity market?
Thank you for your usual good advice.

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Read Answer Asked by Jean on July 08, 2021

• Bird Construction Inc. (BDT)
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Q: Thoughts on Bird Construction? Thanks...

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Read Answer Asked by Bruce on July 08, 2021

• Burcon Nutrascience Corporation (BU)
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Q: could you give an opinion re the future of this company. just opened the new plant and things should be positive but the stock has gone south in the last few weeks.
with all the excitement re plant protein this stock should be going up

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Read Answer Asked by brian on July 08, 2021