Investment Q&A

• Miscellaneous (MISC)
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Q: Morning 5i,

Some time ago you recommended a podcast called Invest 'Like the Best', which has been great, thanks for that. One of Patrick's recent guests is Jeremy Grantham who outlines a case for the current market being in late stage bubble territory. Do you have the same feeling? Any advice as to some defensive plays prudent investors should take other than taking some profit off the table or going to a slightly higher percentage cash to be prepared to take advantage of a downturn? Are you recommending any examples of securities which have done well in such situations?

Thanks,

Dan

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Read Answer Asked by Dan on February 26, 2021

• BigCommerce Holdings Inc. (BIGC)
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Q: Can you comment on BIGC since it has given back some of its post IPO gains? Does it rank anywhere near some of your favourites in the tech sector?

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Read Answer Asked by Alex on February 26, 2021

• iShares U.S. Aerospace & Defense ETF (ITA)
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Q: It appears to me that there are a number of potential hotspots in the world today, which could make the defense industry a good investment. What is your view about the aerospace and defense sector over the next 5 years? Are there any ETFs which you would recommend, especially US based ETFs?

Thank you for your excellent advice.

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Read Answer Asked by Dale on February 26, 2021

• Freeport-McMoRan Inc. (FCX)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Lundin Mining Corporation (LUN)
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• Labrador Iron Ore Royalty Corporation (LIF)
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• Ero Copper Corp. (ERO)
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Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

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Read Answer Asked by Robert on February 26, 2021

• Algonquin Power & Utilities Corp. (AQN)
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• Obsidian Energy Ltd. (OBE)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Your investment guidance on buying these 3 stocks at this time for growth in 2021. thanks

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Read Answer Asked by kenneth on February 26, 2021

• Leon's Furniture Limited (LNF)
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• Dye & Durham Limited (DND)
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Q: In your expert opinion are there any super mispriced stocks that need time and patience and should eventually produce solid returns?

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Read Answer Asked by Tyler on February 26, 2021

• AutoZone Inc. (AZO)
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• Dollar General Corporation (DG)
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• Nike Inc. (NKE)
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Q: Three consumer discretionary stocks I am interested in. Your thoughts?

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Read Answer Asked by Greg on February 26, 2021

• 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