Investment Q&A

• Goodfood Market Corp. 5.75% Convertible Unsecured Subordinated Debentures (FOOD.DB)
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Q: I had these shares in a non self directed RRSP account.
Can you please tell me what you know about these shares. I am down about 75% this year.
I have just transferred to a self directed account.
Is it ok for income? Do you think I should sell?
Thank you

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Read Answer Asked by Lois on August 08, 2022

• goeasy Ltd. (GSY)
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• Redishred Capital Corp. (KUT)
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• Converge Technology Solutions Corp. (CTS)
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• Dye & Durham Limited (DND)
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• Propel Holdings Inc. (PRL)
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Q: Hi 5i Team,

Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?

Thanks,
Jon

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Read Answer Asked by Jonathan on August 08, 2022

• ConocoPhillips (COP)
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• Imperial Oil Limited (IMO)
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• Tamarack Valley Energy Ltd. (TVE)
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• Cameco Corporation (CCJ)
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Q: Which oil and gas companies have no debt? Which would you recommend?

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Read Answer Asked by James on August 08, 2022

• Block Inc. Class A (SQ)
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Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!

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Read Answer Asked by Yong Mei on August 08, 2022

• Surge Energy Inc. (SGY)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: Do you like Surge and Tamarack and why? Which one would you choose, and why again.
Thank you.

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Read Answer Asked by Steven on August 08, 2022

• Franco-Nevada Corporation (FNV)
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Q: Dear 5i,
In regards to FNV stock.
This stock seems to have good long term Total Return compared to SP500.
It has a relatively small yield and consistent growing dividend.
What is the main underlying contributor to the good long term performance of this stock?

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Read Answer Asked by Ian on August 08, 2022

• Loblaw Companies Limited (L)
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• Premium Brands Holdings Corporation (PBH)
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Q: I have partial positions in each, PBH at 2% and 1% in L. Which would you add to while I need to grow my Cons. Def. Would you sell L to buy more PBH or raise my position in L? I also own ATD and DOL. at full positions.

Thanks

Yves

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Read Answer Asked by Yves on August 08, 2022

• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Constellation Software Inc. (CSU)
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• Enghouse Systems Limited (ENGH)
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• Alimentation Couche-Tard Inc. (ATD)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• WELL Health Technologies Corp. (WELL)
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Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

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Read Answer Asked by DAVID on August 08, 2022

Q: Income investor… but never happy to see holdings drop in value.
More specifically about oil. It is $88 today. Some are saying could go to $60. Others are saying : “perhaps BUT winter is coming and prices could go higher than $140”.

1. What is 5i’s opinion on oil over the next year?

2. Can many of the energy companies ( like PXD, SU, DVN, KMI, …,) continue to pay the same “ juicy” dividends should oil hit $60 for a prolonged period of time?


Thank you.

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Read Answer Asked by Donald on August 08, 2022

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Comments on their earnings please

Sheldon

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Read Answer Asked by Sheldon on August 08, 2022

• RioCan Real Estate Investment Trust (REI.UN)
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• Peyto Exploration & Development Corp. (PEY)
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• Aecon Group Inc. (ARE)
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• Freehold Royalties Ltd. (FRU)
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• Agnico Eagle Mines Limited (AEM)
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• B2Gold Corp. (BTO)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• GCM Mining Corp. (GCM)
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Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.

I'm an income investor with a long term horizon and have apparently have passed the iron gut test.

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Read Answer Asked by Robert on August 08, 2022

• Macy's, Inc. (M)
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Q: Do you see problems with a long term holding of this company for the dividend and small growth? Do they hold good real-estate which could be profitable in the future. Thanks James Any further comments will be appreciated !!

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Read Answer Asked by JAMES on August 08, 2022

Q: These two stocks are down materially, do pay attractive dividends and are European auto makers in weak Euro currency environment. Would these stocks are buys or there is still risk of further downside.?

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Read Answer Asked by Raj on August 08, 2022

• Bausch + Lomb Corporation (BLCO)
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Q: Can I please have your opinion on Bausch and Lomb (BLCO). The company was recently created from its heavily indebted parent company Bausch Health. To what extent is it insulated from the parent's issues and do you recommend it for growth at a reasonable price.

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Read Answer Asked by John on August 08, 2022

• YETI Holdings Inc. (YETI)
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Q: Hello again your thought please on Yeti

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Read Answer Asked by George on August 08, 2022

• Canadian Natural Resources Limited (CNQ)
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Q: Why would CNQ be down about $1.00 as of now when it just declared a special $1.50 dividend and higher capital spending (meaning higher production to come)? This market is not logical at all. What's your take?

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Read Answer Asked by Victor on August 08, 2022

• Novo Nordisk A/S (NVO)
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Q: Novo Nordisk (NVO) upgraded its financial outlook during its recent earnings call, but shares tumbled as a result of delays in production of its anti-obesity drug. What are your thoughts on NVO and would now be a good entry point?

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Read Answer Asked by ROB on August 08, 2022

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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• Pinterest Inc. Class A (PINS)
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Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.

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Read Answer Asked by Paul on August 08, 2022

• Twitter Inc. (TWTR)
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Q: What do you make of the current arbitrage on twitter?

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Read Answer Asked by Mark on August 08, 2022

• The Trade Desk Inc. (TTD)
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• Digital Turbine Inc. (APPS)
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Q: If you owned both but had to let one go, which one would it be?

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Read Answer Asked by William Ross on August 08, 2022