Investment Q&A

• Vermilion Energy Inc. (VET $14.09)
  • $14.09 Cap: $2.16B
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• Whitecap Resources Inc. (WCP $12.85)
  • $12.85 P/E (TTM): 10.77X Cap: $15.59B
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• Surge Energy Inc. (SGY $7.72)
  • $7.72 P/E (TTM): 19.41X Cap: $764M
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Q: I need a tax loss, which out of Surge Whitecap or Vermilion would you sell? Would you buy the stock back after 30 days?

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Read Answer Asked by Andrew on March 25, 2021

• Linamar Corporation (LNR $88.69)
  • $88.69 P/E (TTM): 21.6X Cap: $5.30B
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Q: How does the valuation for LNR stack up against MG. With MG being bigger more liquid, and a global leader, is LNR worth looking at? I must be reading the valuation stats wrong as they seem to look very good and low seems ok.

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Read Answer Asked by Dean on March 25, 2021

Q: My fixed income portfolio currently consists of HBB, XBB,XCB and XSB. Is this diversified enough or do I need some international and US bonds?

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Read Answer Asked by Joe on March 25, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Superior Plus Corp. (SPB $7.38)
  • $7.38 P/E (TTM): 110.05X Cap: $1.63B
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Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.

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Read Answer Asked by Derek on March 25, 2021

• Great Panther Mining Limited (GPR $1.09)
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Q: Gpr had a good 2020. They have issued higher costs in 2021 in the the first half. The cfo has left recently. Do things look ok here? Or Would you get out? The sector has been weak and so has Gpr.

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Read Answer Asked by sean on March 25, 2021

• Alphabet Inc. (GOOG $324.40)
  • $324.40 P/E (TTM): 29.89X Cap: $3.90T
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• The Trade Desk Inc. (TTD $27.04)
  • $27.04 P/E (TTM): 31.08X Cap: $13.07B
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• Magnite Inc. (MGNI $11.67)
  • $11.67 P/E (TTM): 28.22X Cap: $1.62B
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Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns

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Read Answer Asked by Scott on March 25, 2021

Q: Volkswagen- is this a sensible way to approach the EV manufacturers market? The P/E does look good compared to say, Tesla, which continues to scare me. I have positions in MG and ATA which I'm satisfied with and I don't want to reach into the fire but Volkswagen has been around a long time and I'm tempted. Your thoughts, please. All the best

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Read Answer Asked by alex on March 25, 2021

• Arianne Phosphate Inc. (DAN $0.27)
  • $0.27 Cap: $51M
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Q: Dan seems to be attracting some serious investment albeit from intra-Quebec, governmentally affiliated sources. Is now the time to begin accumulating?

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Read Answer Asked by David on March 25, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.61)
  • $18.61 Cap: $800M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.31)
  • $28.31 Cap: $9.45B
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• iShares 20+ Year Treasury Bond ETF (TLT $87.52)
  • $87.52 Cap: $45.42B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.88)
  • $82.88 Cap: $24.21B
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Q: As a follow up to my question on fixed income, would you suggest I hold both XBB and CBO or pick one and if so, which one please? Similarly, hold both SHY and TLT or choose one and which one?

Thanks.

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Read Answer Asked by Gregory on March 25, 2021

• ARK Innovation ETF (ARKK $72.44)
  • $72.44 P/E (TTM): 28.9X Cap: $6.56B
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Q: What are the potential downfalls/risks in starting a position in ARK Innovation ETF today, and are there other alternate ETF options in this arena that are worth considering

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Read Answer Asked by jessie on March 25, 2021

• ONEOK Inc. (OKE $83.13)
  • $83.13 P/E (TTM): 15.04X Cap: $51.49B
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• Enbridge Inc. (ENB $68.62)
  • $68.62 P/E (TTM): 26.29X Cap: $149.67B
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• Enterprise Products Partners L.P. (EPD $35.16)
  • $35.16 P/E (TTM): 13.17X Cap: $76.06B
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Q: I am looking for an oil &pipeline company and am considering EPD & OKE.
Which would you prefer or if you have another suggestion... one in US market and one in Canada. Thank you

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Read Answer Asked by Teresa on March 25, 2021

• Miscellaneous (MISC)
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Q: In 2019, a TFSA account had the max contribution to date of 63,500. Then 20,000 was withdrawn later in 2019. No contributions were made in 2020,2021 which had 6000 limits. Would the max allowable contribution today be 32,000?

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Read Answer Asked by Ian on March 25, 2021

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $69.72)
  • $69.72 P/E (TTM): 21.72X Cap: $184M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $71.41)
  • $71.41 P/E (TTM): 26.69X Cap: $574M
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Q: I have reviewed these two ETF for Healthcare sector allocation using CDN funds and wonder what 5i’s preference would be between the two and why your preference. My Healthcare sector currently is made up with small caps GUD and WELL and the 13% or so of VFV and VIG ETFs

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Read Answer Asked by Elizabeth on March 25, 2021

• Toronto Dominion Bank Ontario Non Cum 5 Yr Rate Reset Pfd Shs Ser 12 NVCC (TD.PR.FG)
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Q: On a previous question, TD announced Friday that these preferred will be redeemed. Likely for any preferred with high Minimum reset, so do not count too much on them if rates stay low. No mention of a possible conversion.

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Read Answer Asked by Denise on March 25, 2021

• Amazon.com Inc. (AMZN $208.72)
  • $208.72 P/E (TTM): 29.33X Cap: $2.24T
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• Sea Limited American Depositary Shares each representing one Class A (SE $108.86)
  • $108.86 P/E (TTM): 146.68X Cap: $64.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 82.09X Cap: $209.03B
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• MercadoLibre Inc. (MELI $2,035.59)
  • $2,035.59 P/E (TTM): 48.09X Cap: $103.19B
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Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?

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Read Answer Asked by sam on March 25, 2021

• Palo Alto Networks Inc. (PANW $166.00)
  • $166.00 P/E (TTM): 100.84X Cap: $111.04B
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• CrowdStrike Holdings Inc. (CRWD $408.04)
  • $408.04 Cap: $99.70B
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Q: hello 5i:
Owning "best of breed" or "best in class" is always factored into decisions in purchasing shares. Having held PANW for a number of years, and happy with results, I nevertheless wonder if selling and buying CRWD in its place, would be a strategy you'd see as beneficial. Discussion on the pros/cons would be helpful.
always listening
Paul L

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Read Answer Asked by Paul on March 25, 2021

• iShares Canadian Fundamental Index ETF Common Class (CRQ $15.86)
  • $15.86 P/E (TTM): 15.95X
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• iShares Canadian Growth Index ETF (XCG $67.69)
  • $67.69 P/E (TTM): 30.91X Cap: $162M
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• Invesco RAFI Canadian Index ETF (PXC $56.82)
  • $56.82 P/E (TTM): 15.88X Cap: $209M
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Q: Could you point me to Canadian ETFs that hold significant (1) Value equities and (2) Growth equities? Or are ETFs too diversified to meet this goal? Thanks.

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Read Answer Asked by Paul W on March 25, 2021

• Cematrix Corporation (CVX $0.51)
  • $0.51 P/E (TTM): 18.0X Cap: $76M
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Q: Hi- what do you think of company in light of recent financing - how does balance sheet improve and liquidity ?

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Read Answer Asked by Scott on March 25, 2021

• The Walt Disney Company (DIS $107.13)
  • $107.13 P/E (TTM): 15.87X Cap: $192.56B
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Q: Hi, would you be adding to DIS right now? Or is the recovery trade over for DIS?

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Read Answer Asked by Jacques on March 25, 2021

Q: Hi 5i
A question was recently asked concerning the "return of capital" required to support the high distributions of FHI.

What percentage is required for HHl,and LIFE ?

What is long term net effect of "return of capital" on the share price of these funds? Does it continue to fall?

Does it ever get to a point where all or most "capital" has been returned ?
Just looking for very general understanding if return of capital is good or bad.... or maybe not an issue?
Thx
Jim

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Read Answer Asked by jim on March 25, 2021