Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $25.38)
  • $25.38 P/E (TTM): 17.91X Cap: $813M
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• BMO Equal Weight Industrials Index ETF (ZIN $51.45)
  • $51.45 P/E (TTM): 18.21X Cap: $45M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $64.00)
  • $64.00 P/E (TTM): 14.23X Cap: $352M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.19)
  • $82.19 P/E (TTM): 54.66X Cap: $751M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $46.53)
  • $46.53 P/E (TTM): 8.13X Cap: $471M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.35)
  • $16.35 P/E (TTM): 12.83X Cap: $1.11B
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.21)
  • $53.21 P/E (TTM): 21.38X Cap: $3.80B
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• BMO Aggregate Bond Index ETF (ZAG $13.83)
  • $13.83 Cap: $12.32B
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• CI Morningstar Canada Momentum Index ETF (WXM $45.88)
  • $45.88 P/E (TTM): 16.84X Cap: $948M
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• Vanguard Balanced ETF Portfolio (VBAL $37.78)
  • $37.78 P/E (TTM): 11.44X Cap: $4.57B
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• Vanguard Growth ETF Portfolio (VGRO $44.33)
  • $44.33 P/E (TTM): 3.74X Cap: $8.77B
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• AGFIQ Global ESG Factor ETF (QEF)
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Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

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Read Answer Asked by D on February 05, 2021

Q: At time of writing this question, AT is up 17 percent. Can't find any news. Can you shed some light on the rise today.

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Read Answer Asked by Bruce on February 05, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $7.97)
  • $7.97 P/E (TTM): 11.2X Cap: $48M
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Q: TD Webbroker indicates that the etf HMMJ pays a 4.2% dividend. Where does the money come from to do this since their top 10 holdings, comprising 88% of their portfolio, pay next to nothing in dividends?

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Read Answer Asked by Myles on February 05, 2021

• Canaccord Genuity Group Inc. 6.25% Convertible Unsecured Senior Subordinated Debentures (CF.DB.A $124.86)
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Q: I was reading that CF may be redeeming these convertible debentures starting April 1, 2021. Is that true? Could you provide the details please? What would you recommend that I do as I own this convertible debenture? Thank you.

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Read Answer Asked by Robert on February 05, 2021

• Lundin Mining Corporation (LUN $33.74)
  • $33.74 Cap: $28.90B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 109.27X Cap: $859M
  • View ECN Profile
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Q: Recently initiated positions in ECN-.98%;
LUN -1.93% and TCN-1.35%. I’m looking to add to each of them . Not all at once. What would be your choices. First best,

Roy

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Read Answer Asked by Roy on February 05, 2021

• Alamos Gold Inc. (AGI $59.03)
  • $59.03 P/E (TTM): 32.75X Cap: $24.45B
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• Agnico Eagle Mines Limited (AEM $269.78)
  • $269.78 P/E (TTM): 32.84X Cap: $135.62B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
  • View KL Profile
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• Wesdome Gold Mines Ltd. (WDO $25.50)
  • $25.50 P/E (TTM): 12.94X Cap: $3.84B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X
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• Pure Gold Mining Inc. (PGM $0.02)
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Q: In the past year, INK Reports show company officer and director insider net selling activity levels for AEM, AGI, PGM and WDO are significantly higher than levels for KL and MMX. I realize there are many reasons why insiders might decide to sell, but is it a red flag for investors when net selling activity reaches the levels exhibited by company officers and directors of AEM, AGI, PGM and WDO?

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Read Answer Asked by Ann on February 05, 2021

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Cap: $596M
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Q: I have held Knight for many years waiting for the payoff. Now they are being booted out of the
Index to make way for GFL. They filed their shelf prospectus so perhaps something is brewing.
They report in March. Yes there is value but they sure haven’t created any in almost five years? How long do we wait?

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Read Answer Asked by Helen on February 05, 2021

• Nuvei Corporation Subordinate Voting Shares (quoted in US funds) (NVEI.U $125.39)
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Can you please comment on NVEI preliminary results. Thanks

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Read Answer Asked by Bruce on February 05, 2021

Q: Hello 5i Team,
Recently my sister and brother-in-law sold their restaurant business. They are both in their early 50's. They've been working hard for 30 years and don't have many investments other than a few mutual funds. They would be conservative investors, so, mostly dividend growers. If you were recommending someone starting a portfolio of 15-20 names to build a foundation on; which companies would they be?

Thank you very much,
Brent

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Read Answer Asked by Brent on February 05, 2021

Q: Good afternoon, I am starting to get nervous.... hearing lots of predictions on BNN from different sources of market being in dangerous territory and tech bubble about to burst. What is your advice?

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Read Answer Asked by Penny on February 05, 2021

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Just your general thoughts on DND's recent Australian deal? Thanks as always for your great service.
robert

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Read Answer Asked by Robert on February 05, 2021

• Cerence Inc. (CRNC $12.31)
  • $12.31 Cap: $554M
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Q: Hello 5I team: I own cerence (thanks to your recommendation investor suite) wondering about you outlook with alexa and siri pushing in the space,They(crnc) seem miles ahead with world wide acceptence .Have a overweight position. Trim weighting or run for a few more quarters?
Thanks Mike

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Read Answer Asked by michael on February 05, 2021

• Invesque Inc. (IVQ $0.14)
  • $0.14 Cap: $123M
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Q: Hi, Invesque has been rising lately, is there some news prompting the interest? Thx Kim

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Read Answer Asked by Kimberely on February 05, 2021

• Canopy Growth Corporation (WEED $1.71)
  • $1.71 Cap: $630M
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Q: Good Morning 5i
What is the consensus for earnings when Canopy Growth reports Feb. 9th. ?
Thanks

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Read Answer Asked by Randy on February 05, 2021

• Questor Technology Inc. (QST $0.42)
  • $0.42 Cap: $11M
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• mCloud Technologies Corp. (MCLD)
  • Cap: $17M
  • View MCLD Profile
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Q: Mcld just announced a nice contract with the Alberta government. I was expecting QST to have such a contract. Do they compete with each other ??
And what about Questor’s press release today, just marketing, and nothing better to say ?
Thanks for your help.

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Read Answer Asked by Luc on February 05, 2021

Q: In your last weekly update there was an article that talked about a potential fraud in Bitcoin trading. The fraud is with trading platforms that use Tethers. Can you please give me your comments on this article? Is it possible that Tethers used in trading bitcoin do not have the value that Tether claims? Any and all comments are welcome.
cheers, Darcy

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Read Answer Asked by Darcy on February 05, 2021

Q: I often see small trades in securities - just a few shares or so. Do traders/investors make small purchases - either up or down - to give others the impression a stock is either rising or falling? If so how widespread is this practice and how effective is it?

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Read Answer Asked by James on February 05, 2021

• Westlake Chemical Partners LP representing limited partner interests (WLKP $20.25)
  • $20.25 P/E (TTM): 14.51X Cap: $715M
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Q: Several chemical companies I have noticed lately seem to represent reasonable value. Do you perceive WLKP to be one such company for an income oriented investor?

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Read Answer Asked by David on February 05, 2021

Q: Good morning. Some time ago I bought AMCI (a SPAC) in anticipation of its merger with Advent Technologies. That merger has now happened and Advent is now trading as of today in the US with the symbol ADN. Will my broker (RBC DI) automatically change my shares from AMCI to ADN? So far nothing has happened. I know I could ask RBC but the wait times are over an hour! Thanks.

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Read Answer Asked by David on February 05, 2021