Investment Q&A

• Dye & Durham Limited (DND)
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Q: Hi 5i,

Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.

I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.

Thank you,

Greg C.

Upvote 2

Read Answer Asked by GREGORY on May 10, 2024

• Pembina Pipeline Corporation (PPL)
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Q: Seems like a good earnings report today. They seem to be firing on all cylinders right now. Your comments please and thank you.

Upvote 5

Read Answer Asked by Mark on May 10, 2024

• Airbnb Inc. (ABNB)
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Q: Please comment on ABNB earnings. Thank you.

Upvote 2

Read Answer Asked by Sandra on May 10, 2024

• Sun Life Financial Inc. (SLF)
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• Intact Financial Corporation (IFC)
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Q: Good Morning,

Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?

Thanks.

Brad

Upvote 10

Read Answer Asked by Bradley on May 10, 2024

Q: Your market update is an interesting read. If the BoC does start cutting rates in June and the Fed delays until (at least) Sept, what do you think the impact on the dollar will be? Will it drop considerably? How low do you think it is possible for it to go? Or should it be neutral based on the anticipated bump in GDP that ‘should’ follow a rate cut?

Upvote 5

Read Answer Asked by Mark on May 10, 2024

• Mainstreet Equity Corp. (MEQ)
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Q: Good morning 5i Team
Please comment on MEQ.CA latest earnings.
Thank you.

Upvote 3

Read Answer Asked by claudio on May 10, 2024

• Dream Residential Real Estate Investment Trust (DRR.U)
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• Dream Residential Real Estate Investment Trust (DRR.UN)
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Q: Hi, this stock has been down since its IPO at US$13.00 two years ago. Is there any hope for this stock in 2024? This REIT is quite small, so for example, could Dream privatize it, as Brookfield did for BPY ? What is the financial picture (ratios)?. If I did sale for tax loss, is it worth buying back?
If I’m right, their financial results will be published tomorrow (May9). So please comment on their earnings. Thanks a lot.

Upvote 1

Read Answer Asked by Denise on May 10, 2024

• Primo Water Corporation (PRMW)
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Q: Could you please provide your analysis of their latest quarterly results? Do you believe their valuation is still attractive and would you endorse an initial position in a TFSA account?
Thanks for your excellent insights!

Upvote 2

Read Answer Asked by Thomas on May 10, 2024

• Definity Financial Corporation (DFY)
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Q: Hi 5i, tiss the season, pls opine on quarter results, forward guidance, and any revisions to consensus FY24 and F25. Thx.

Upvote 4

Read Answer Asked by Christopher on May 10, 2024

• Pan American Silver Corp. (PAAS)
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Q: Your opinion on PAAS after the results please? Buy/Sell/Hold. Thanks.

Upvote 1

Read Answer Asked by Charles on May 10, 2024

• Medicenna Therapeutics Corp. (MDNA)
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• Sweetgreen Inc. Class A (SG)
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Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on May 10, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Propel Holdings Inc. (PRL)
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Q: 1) Is Propel Holdings a buy at present price?
2) Which is a better buy: Propel Holdings or Hammond Power?

Always appreciate your service.

Thank you

Howard

Upvote 21

Read Answer Asked by Howard on May 10, 2024

• Dollarama Inc. (DOL)
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Q: Hi folks,
I currently hold CTC.A in my TFSA and just breaking even. I am thinking of switching to DOL. May I have your opinion as to which company you think would have the best growth profile going forward.
Thanks

Upvote 3

Read Answer Asked by JOHN on May 10, 2024

• Monster Beverage Corporation (MNST)
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• PepsiCo Inc. (PEP)
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• Celsius Holdings Inc. (CELH)
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Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Upvote 9

Read Answer Asked by ANTONY on May 10, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Comments on the quarter?

Upvote 3

Read Answer Asked by Kelly on May 10, 2024

• Arm Holdings plc (ARM)
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Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Upvote 2

Read Answer Asked by jim on May 09, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hi 5i, could I have your opinion on their 1st quarter results just released this morning, and forward concensus of FY24 and FY25 eps. Thx as usual!

Upvote 15

Read Answer Asked by Christopher on May 09, 2024

• Pine Cliff Energy Ltd. (PNE)
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• Dundee Precious Metals Inc. (DPM)
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Q: Hello
Your thoughts on earnings for these two please. Hold em?

Upvote 4

Read Answer Asked by Dave on May 09, 2024

• iShares S&P/TSX Capped Financials Index ETF (XFN)
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• BMO Equal Weight Utilities Index ETF (ZUT)
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Q: I've got 5 years left before retirement, and I want to slowly roll my RRSP from equities to etf's over the 5 years. This year I'd like to buy a few that will have growth over the coming 5 years, thinking of beaten-up sectors like telco's and banks - do you think they have a runway for a 5-year plus hold (also thinking they have a good dividend, jumping in now), and what which etf's would you suggest if you agree with these sectors, or in other sectors. Thanks!

Upvote 5

Read Answer Asked by Kim on May 09, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: What is your assessment of TIXT latest earnings. Why is there such a strong negative market reaction?

Upvote 4

Read Answer Asked by Irwin on May 09, 2024