Investment Q&A

• Roku Inc. (ROKU)
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• Paysign Inc. (PAYS)
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Q: Hello 5i Team,

I was too late buying into both Roku and Pays and am now considerably underwater on both. Are either worth the long wait for a rebound, or is it time to cut and run? Thank you.

Brad

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Read Answer Asked by Bradley on September 23, 2019

• iShares S&P/TSX Capped Energy Index ETF (XEG)
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Q: The Energy sector in general but particularly the Canadian portion is avoided and therefore undervalued. Is it a reasonable place for non speculative investments considering the political and sunset industry climate?

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Read Answer Asked by Denis on September 23, 2019

• Innergex Renewable Energy Inc. (INE)
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Q: huge trading volume on Friday. Any particular reason for this ?

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Read Answer Asked by Thomas A.J. on September 23, 2019

• WSP Global Inc. (WSP)
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• Boyd Group Income Fund (BYD.UN)
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• ECN Capital Corp. (ECN)
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Q: Just back from a trip and noticed Peter was on Market Call last week. Tried to access his top picks from that show but the link was taken down. Could you tell me what they were?
Thank you david

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Read Answer Asked by David on September 23, 2019

• Algonquin Power & Utilities Corp. (AQN)
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Q: I have enjoyed the steady rise of aqn over the last couple years. What does you research attribute the increase to? Projects and revenue coming on line or flight to higher yield in low interest environment. I guess the question is does the company deserve the multiple? When do you start worrying about valuations?

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Read Answer Asked by Todd on September 23, 2019

• Covalon Technologies Ltd. (COV)
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Q: could you please list some positive points for owning this stock?

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Read Answer Asked by Danny-boy on September 23, 2019

• Miscellaneous (MISC)
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Q: I have a relatively large cash infusion (an additional 20% of my overall portfolio value) to invest. Over what timeframe would you recommend that I gradually add to/start positions with this cash? Do you have any other general advice re: how best to invest the cash as part of my portfolio?

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Read Answer Asked by Tom on September 23, 2019

• Miscellaneous (MISC)
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Q: Just curious as to what your opinion is on Michael Burry's views on index funds. He's been saying they're in a bubble similar to the subprime CDOs that caused the 2008 crash. Thanks.

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Read Answer Asked by Andrew on September 23, 2019

• Spotify Technology S.A. (SPOT)
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Q: Hi Everyone at 5i! What are your thoughts on Spotify as a long term hold? Would there be other names in the same field with a better growth potential ? Cheer, Tamara

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Read Answer Asked by Tamara on September 23, 2019

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Q: Hi,

What US ETF's do you think would be a good way to play the US market for the next 2-3 years. I really for longer than that but I think there's going to be a lot volatility in the next couple years. I'm underrepresented in cyclicals, consumer discretionary, banks, energy and big Pharma, but not technology. I own QQQ.

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Read Answer Asked by Graeme on September 23, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Hey guys. If buying one of these 2 companies (AQN / BEP) which would you pick and why? 40 years old so long time horizon and planning to buy in my RRSP.....

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Read Answer Asked by Ryan on September 23, 2019

• StorageVault Canada Inc. (SVI)
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Q: This stock has been moving up this past week. Any reason? Time to a small position in a TFSA? Your sage advice please.

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Read Answer Asked by Dr Lorraine on September 23, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi Gang, thanks to 5i I have a nice problem as I got into the above at 60$ CDN (200 shares) but are now very overweight in my portfolio and was thinking of selling 50 shares but have no clue what’s the real valuation of the company is and where it’s going from here, do you have any insight to what the next earnings will bring us in October. Thanks Anthony

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Read Answer Asked by Anthony on September 23, 2019

• Photon Control Inc. (PHO)
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Q: Maybe increased sales & profits for PHO at hand.
https://www.ino.com/blog/2019/09/semiconductor-sector-a-market-economic-leader/?id=13A801&mktcode=blogclick#.XYY-USV7n60

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Read Answer Asked by Joseph on September 23, 2019

Q: Hello. Looking for a recommendation in the telecomm, materials, and energy sectors. Can you also let me know if you see them as more stable companies IE better fit for my RRSP, or have the potential for higher growth so maybe a better fit for a TFSA? Im 40 so long runway ahead and ok with some volatility for the sake of growth over time.

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Read Answer Asked by Ryan on September 23, 2019

• Suncor Energy Inc. (SU)
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Q: Oil and gas stocks in Canada has been a poor investment in the last few years. Is the timing better and a good long term investment today? If yes, what stock would you suggest for a five year hold for dividend and capital appreciation?

Clayton

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Read Answer Asked by Clayton on September 23, 2019

• WSP Global Inc. (WSP)
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Q: How would you expect WSP to perform in a recession?

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Read Answer Asked by Danny on September 23, 2019

• Western Forest Products Inc. (WEF)
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Q: Question of curiosity. Any idea what happened in the last second/close of trading today with Western Forest Products? 9.39 million shares (2.5% of shares outstanding) changed hands? From quotemedia it suggests it is a MOC trade - https://www.tsx.com/trading/toronto-stock-exchange/order-types-and-features/market-on-close - which really means nothing to me, even after reading that page (Investopedia doesn't help much either with an example of a trader selling 100 shares in a MOC order). Is it an ominous sign for tomorrow's opening?

Thanks

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Read Answer Asked on September 20, 2019

• Exchange Income Corporation (EIF)
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Q: Could westower the subsidiary if eif be a beneficiary of the 5G build? Which would be a better opportunity going forward EIF or NFI? Thx

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Read Answer Asked by blake on September 20, 2019

• Teledyne Technologies Incorporated (TDY)
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Q: Hello Team,
Could you give me your opinion on this company and is it a buy at this time.
Thank You,
Barry

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Read Answer Asked by Barry on September 20, 2019