Investment Q&A

• Williams-Sonoma Inc. (DE) (WSM)
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Q: I see the above recently reported earnings. If you were looking at this sector at this time, would this be a company you would favour over others. And if not, is this a space and who would be your favourites
at this time? Thank you....Maureen

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Read Answer Asked by Maureen on February 26, 2021

• Miscellaneous (MISC)
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Q: Hi Peter/Ryan, do you have some book recommendations for Growth/GARP investing? Thanks in advance.

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Read Answer Asked by Benoit on February 26, 2021

• Beyond Inc Com (OSTK)
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Q: Hello,

Could I have your assessment on OSTK's results. Would you consider it a buy at these levels? Thank you

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Read Answer Asked by Vir on February 26, 2021

• Air Canada Voting and Variable Voting Shares (AC)
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• Twitter Inc. (TWTR)
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• Ichor Holdings (ICHR)
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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Q: In less then a month I am up 50% on Twitter. As a result Twitter is now 5% of my portfolio. Similar story with AT.TO, up 90% and just over 5% of the portfolio. I am thinking of trimming Twitter (25%)and significantly trimming AT (50%) before q results. Money to be used for ICHR, what weighing would you start with or is it better to go with SOXX at 5%? I believe I need a position in this sector given current/future demand.

Don't you think AC stock is getting ahead of the reality and air canada path back to business will not be as smooth as the stock is indicating? Or are the investors looking 2 years ahead and are willing to discount any turbulence? Is that the strategy here?

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Read Answer Asked by JR on February 26, 2021

• Amazon.com Inc. (AMZN)
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• NVIDIA Corporation (NVDA)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• The Trade Desk Inc. (TTD)
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• Roku Inc. (ROKU)
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• Guardant Health Inc. (GH)
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• Boyd Group Services Inc. (BYD)
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• Celsius Holdings Inc. (CELH)
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Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.

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Read Answer Asked on February 26, 2021

• Whitecap Resources Inc. (WCP)
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Q: Can you please give me your thoughts on their 1/4ly report and future.

Thanks

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Read Answer Asked by Greg on February 26, 2021

• Martello Technologies Group Inc. (MTLO)
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Q: Hello,
Thoughts on the $5M bought deal? Do you still like the potential of this company longer term? I wonder if buying into the weakness here makes sense longer term?
thanks

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Read Answer Asked by Chris on February 26, 2021

• Open Text Corporation (OTEX)
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Q: Hi Guys
Simply Wall Street, is showing future annual earnings growth at 104.2 %, is this in line with your data? Also can you comment on their declining margins, which i have as 2.7%
I stepped in today for a 1/3 position, what do you think?
Thanks Gord

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Read Answer Asked by Gordon on February 26, 2021

• MCAN Mortgage Corporation (MKP)
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Q: Your thoughts on MKP’s latest results and the 8% div yield.. The results are good but not quite as good as last year. Why would they declare a special dividend verses just raising their quarterly dividend?
Thanks
Gord

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Read Answer Asked by Gordon on February 26, 2021

• Construction Partners Inc. (ROAD)
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Q: Do you feel this company would benefit from the anticipated infrastructure build in the U.S.? How much of their business is derived from public vs private sectors? Regarding the balance sheet, would you feel comfortable investing in it? Please add any other pertinent information you deem appropriate. Thank you.

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Read Answer Asked by Harvey on February 26, 2021

• Financial Select Sector SPDR (XLF)
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• SPDR S&P Regional Banking ETF (KRE)
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• iShares U.S. Financials ETF (IYF)
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• Vanguard Financials ETF (VFH)
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Q: Hello 5i team,
I am interested in acquiring a US financial ETF with a decent payout. Do you have a top 5 list on the US side.
Thank You,
Andrew

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Read Answer Asked by Andrew on February 26, 2021

• Livent Corporation (LTHM)
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Q: What are your thoughts on a 3 to 5 year hold
Thanks

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Read Answer Asked by Sam on February 26, 2021

• TECSYS Inc. (TCS)
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Q: How much overlap (competition) does Tecsys have with KXS? Given that TCS price has dropped after a sold quarterly report, can we expect a similar drop when KXS reports next week, regardless of strong numbers? If you were sitting at a KXS board meeting and the subject of purchasing / takeover of TCS came up... what reply would you have?

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Read Answer Asked by Harry on February 26, 2021

• Moody's Corporation (MCO)
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• MSCI Inc. (MSCI)
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Q: I bought MSCI in 2018 mostly for its recurring revenue and ability to set its prices. It has been a steady grower. Do you expect this to continue or has it reached a plateau? Does it have meaningful competition yet? If I sell to buy an ARK fund, am I taking on a lot more risk? Thank you. Hi, I just asked a Q about MSCI. Another option I am considering is to sell MSCI to buy MCO to capture some higher growth that may happen in this investing climate. Should I switch or hold steady? Thanks.

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Read Answer Asked by Gayle on February 26, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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• TELUS International (Cda) Inc. Subordinate (TIXT)
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Q: Hello,
TIXT has both Canadian and US listings. Could you please tell me what the difference is? Is there merit in owning one rather than another of these?
Thanks,
V

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Read Answer Asked by V on February 26, 2021

• Burcon Nutrascience Corporation (BU)
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• TAAT Global Alternatives Inc. (TAAT)
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Q: Would appreciate your opinion as I’m interested in only one between the two speculative companies. Which has more potential minimum 5 years. Which has products have greater potential to take hold in the market, and which balance sheet is better.
Thanks for your help

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Read Answer Asked by Craig on February 26, 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: If you had to pick 1, which would you choose and why?
Thx

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Read Answer Asked by Todd on February 26, 2021

• Illumina Inc. (ILMN)
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• Invitae Corporation (NVTA)
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• CRISPR Therapeutics AG (CRSP)
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• Twist Bioscience Corporation (TWST)
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Q: What would be your top pick today among these four biotech stocks ?

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Read Answer Asked by Sébastien on February 26, 2021

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB)
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Q: hello 5i:
Many moons ago, we bought CSU.DB as a fixed income part of the portfolio for its (large) interest rate over prevailing rates at the time. All that was expected was a steady, relatively safe interest payment. The fact we've now got a very good capital gain as well, is a real bonus.
So, the question: is there a debt instrument, currently, that you would put in the same class as CSU.DB, that still has decent liquidity?
thanks
Paul L

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Read Answer Asked by Paul on February 26, 2021

Q: Hi 5I,

Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.

Thanks

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Read Answer Asked by Andrew on February 26, 2021