Investment Q&A

• J.B. Hunt Transport Services Inc. (JBHT $245.08)
  • $245.08 P/E (TTM): 40.05X Cap: $21.20B
  • View JBHT Profile
  • View Questions on JBHT
• Knight-Swift Transportation Holdings Inc. (KNX $64.42)
  • $64.42 P/E (TTM): 157.12X Cap: $10B
  • View KNX Profile
  • View Questions on KNX
• Landstar System Inc. (LSTR $172.87)
  • $172.87 P/E (TTM): 52.07X Cap: $5.65B
  • View LSTR Profile
  • View Questions on LSTR

Q: Peter; With the impending rail strike in the US are there any opportunities you see there - or here ? Thanks . Rod

Upvote 0

Read Answer Asked by Rodney on November 22, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: CTS .. what is happening ... why the large volume sell off . should i add or sell

Upvote 0

Read Answer Asked by Bob on November 22, 2022

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.90)
  • $17.90 P/E (TTM): 31.6X Cap: $8.33B
  • View QYLD Profile
  • View Questions on QYLD

Q: What is your opinion of Virtus Infracap U.S. Preferred Stock ETF? How does it stack up, from your perspective, to QYLD?

Upvote 0

Read Answer Asked by David on November 22, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.68)
  • $5.68 P/E (TTM): 18.93X Cap: $605M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Hi is there much of a sort position on this stock? Thanks a lot

Upvote 0

Read Answer Asked by Alan on November 22, 2022

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
  • View PRMW Profile
  • View Questions on PRMW
  • View Reports on PRMW
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.27)
  • $13.27 Cap: $1.82B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Anaergia Inc. (ANRG $3.07)
  • $3.07 Cap: $526M
  • View ANRG Profile
  • View Questions on ANRG

Q: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.

ANRG and LSPD are at all time lows. So you're selling at the lows.

Prmw is bullish and moving higher and is near its high and you're selling that as well.

What happened to run with the winners and sell the losers (not at their low)?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 22, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $102.60)
  • $102.60 P/E (TTM): 318.93X Cap: $13.30B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Have both in my TFSA .TOI with a loss of 34% and NVEI with a 68% and have 3 times the dollar amount in TOI. Want to free up some money and wondering what to sell.
Thanks!

Upvote 0

Read Answer Asked by Bonnie on November 22, 2022

• Ampco-Pittsburgh Corporation (AP $9.47)
  • $9.47 Cap: $192M
  • View AP Profile
  • View Questions on AP

Q: Peter and His Wonder Team
AP is a small family owned steel company in Pittsburg and usually only trades a few thousand ...10-50 daily. Today they had traded 48,000 and at the bell 1.8 million went through. I am perplexed. Can you give me any idea about this...bad news, multiple sellers, institutional seller or just one large retail order. Any opinion would be helpful...I do not own the stock but have been following its down turn and have been considering buying at a good price. Thanks as always!

Upvote 0

Read Answer Asked by Ernest on November 22, 2022

• International Petroleum Corporation (IPCO $34.44)
  • $34.44 P/E (TTM): 103.68X Cap: $3.88B
  • View IPCO Profile
  • View Questions on IPCO

Q: Hello Peter,
What is your outlook for Oil the next 6 months, in the context of a slowing demand and Russian supplies to China and India? Would you consider one of the best stocks to get into after a pullback last few days?
Appreciate your comments as always.
Regards.
Rajiv

Upvote 0

Read Answer Asked by Rajiv on November 22, 2022

• Canadian National Railway Company (CNR $151.16)
  • $151.16 P/E (TTM): 19.94X Cap: $92.32B
  • View CNR Profile
  • View Questions on CNR
• Loblaw Companies Limited (L $61.19)
  • $61.19 P/E (TTM): 11.68X Cap: $71.47B
  • View L Profile
  • View Questions on L
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $194.60)
  • $194.60 P/E (TTM): 22.73X Cap: $11.22B
  • View CTC.A Profile
  • View Questions on CTC.A
• WSP Global Inc. (WSP $228.93)
  • $228.93 P/E (TTM): 30.73X Cap: $30.86B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Enghouse Systems Limited (ENGH $17.52)
  • $17.52 P/E (TTM): 13.17X Cap: $954M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Magna International Inc. (MG $83.03)
  • $83.03 P/E (TTM): 20.34X Cap: $23.39B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Alimentation Couche-Tard Inc. (ATD $78.73)
  • $78.73 P/E (TTM): 20.69X Cap: $72.32B
  • View ATD Profile
  • View Questions on ATD
• Nutrien Ltd. (NTR $96.75)
  • $96.75 P/E (TTM): 32.07X Cap: $46.62B
  • View NTR Profile
  • View Questions on NTR

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Upvote 0

Read Answer Asked by DAVID on November 22, 2022

Q: In the current bond market environment with raising interest rates how money markets funds will behave? Will they also increase to some degree? What is your opinion? I switched my bonds assets to money market funds when the bonds were tanking and this move stabilized the fixed asset part of my portfolio.
Thank you
Miroslaw

Upvote 0

Read Answer Asked by Miroslaw on November 22, 2022

Q: Which Canadian large cap stocks would you consider as being also a global stocks and profitable at this time? Are any of these would be investable at this time due to all world markets decline?
Thank you for your opinion in this matter.
Miroslaw

Upvote 0

Read Answer Asked by Miroslaw on November 22, 2022

• Sylogist Ltd. (SYZ $3.90)
  • $3.90 Cap: $91M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: I am interested in you Portfolio Change advice to sell the full position in Sylogist.

Would you consider that it has fallen in accordance to its current value?

Do you believe that the current price is not a “over-swing” of the pendulum?

Would your advice apply to both registered and non-registered holdings?

Do you see further downside to SYZ, or a shift in investment rationale and performance?

Upvote 0

Read Answer Asked by Danny on November 22, 2022

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Good Morning,

With the recent poor performance of NWH.UN is there any concern with the safety of the distribution?

Thanks much.

Upvote 0

Read Answer Asked by Dave on November 22, 2022

• Peyto Exploration & Development Corp. (PEY $24.55)
  • $24.55 P/E (TTM): 11.92X Cap: $4.99B
  • View PEY Profile
  • View Questions on PEY

Q: How does this stock compare to others in its sector? When specifically comparing others in its sector, what are the potential risks associated with this stock?

Upvote 0

Read Answer Asked by Mark on November 22, 2022

• Amazon.com Inc. (AMZN $250.56)
  • $250.56 P/E (TTM): 34.95X Cap: $2.69T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $999.89)
  • $999.89 P/E (TTM): 69.49X Cap: $443.60B
  • View COST Profile
  • View Questions on COST
• Walmart Inc. (WMT $127.50)
  • $127.50 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT

Q: I’m having a hard time deciding between these two companies. Which one would be a better buy today for a long term hold and your thoughts on why. Thanks

Upvote 0

Read Answer Asked by Cheryl on November 21, 2022

• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: Can you please comment on IIP.UN most recent quarterly resorts. How does it compare to CAR.UN from a valuation perspective?

Upvote 0

Read Answer Asked by Matthew on November 21, 2022

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $11.00)
  • $11.00 Cap: $2.19B
  • View DNTL Profile
  • View Questions on DNTL

Q: I am curious to hear your take on the announcement today. It has me confused as to their motivation.

Upvote 0

Read Answer Asked by Edgar on November 21, 2022

• BBTV Holdings Inc. Subordinate Voting Shares (BBTV $0.37)
  • View BBTV Profile
  • View Questions on BBTV

Q: Please comments on Bbtv, any future for this company, sell or hold?, thanks

Upvote 0

Read Answer Asked by Hue on November 21, 2022

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $14.08)
  • $14.08 P/E (TTM): 22.71X Cap: $1.51B
  • View KRP Profile
  • View Questions on KRP

Q: Could you offer your analysis and outlook on KRP:US? Holding some TPZ, I am intrigued by the royalty model and this company's strong but variable dividend.

Many thanks.

Upvote 0

Read Answer Asked by David C. on November 21, 2022

• Simplify Managed Futures Strategy ETF (CTA $28.38)
  • $28.38 Cap: $233M
  • View CTA Profile
  • View Questions on CTA

Q: I came across this etf, CTA, that follows a trend following strategy. What are your thoughts on this? Is it a good way to diversify one's portfolio from both bonds and equities?

Upvote 0

Read Answer Asked by Steven on November 21, 2022