Investment Q&A

• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY)
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Q: In light of the current interest rate environment and the possibility of a US recession in the coming months, what is your current opinion on ZHY and generally high Yield US bond funds? Do you remain comfortable owning these funds in a relatively conservative income portfolio?
Many thanks.
John

Upvote 9

Read Answer Asked by John on November 10, 2023

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: I would appreciate your comments regarding their earnings release and the dividend cut. The market did not like the cut in dividend, but I am wondering as to whether this might at some point be a buy. Their payout ratio seemed low for a reit, even with a very high dividend. If the eliminated dividend reduces debt, would they also be a takeover target for a larger reit/

Upvote 2

Read Answer Asked by Paul on November 10, 2023

• Digital Turbine Inc. (APPS)
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Q: I would love to hear about your take on APPS quarter,and it’s guidance

Upvote 7

Read Answer Asked by Geoffrey on November 10, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi 5i Team,
If not already asked, pls comment on CCL Industries qtr. earning and this company going forward.
Thanks as always.

Upvote 21

Read Answer Asked by Pui on November 10, 2023

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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• AtkinsRéalis Group Inc. (ATRL)
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Q: I already WSP at much lower valuation but if a person wanted a second choice in the space for diversity which of STN ATRL would you choose and why? Or is there another player you would prefer?

Upvote 19

Read Answer Asked by Kolbi on November 10, 2023

• ADENTRA Inc. (ADEN)
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Q: Your thoughts on recent earnings and future prospects please.

Upvote 3

Read Answer Asked by Theodore on November 10, 2023

• BMO Covered Call Canadian Banks ETF (ZWB)
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• BMO Covered Call Utilities ETF (ZWU)
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Q: Your thoughts about purchasing the above in my TFSA and/or RRIF accounts . Do you see any major downsides?

Upvote 12

Read Answer Asked by Brian on November 10, 2023

• Winmark Corporation (WINA)
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Q: Can I get an update on your thoughts on Winmark please.

Upvote 4

Read Answer Asked by Steve on November 10, 2023

• Alvopetro Energy Ltd. (ALV)
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Q: Can you please comment on Alvopetro’s recent earnings. What is expected in terms of EPS growth over the next 3-5 years? Will they be able to organically grow production? How does the dividend payout ratio look in terms of cash flow?

Upvote 1

Read Answer Asked by Matthew on November 10, 2023

• Flutter Entertainment Plc (PDYPF)
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Q: What changes over the last few months or weeks may alter your sentiment of Flutter as a long term hold? What would you list as positive and what would you list as negative developments that would impact this sentiment? Thanks.

Upvote 8

Read Answer Asked by Robert on November 10, 2023

Q: I've been trying to find a Canadian based ETF that includes Canadian "growth companies" to no avail. There's a small cap one (XCS I believe) with volume that is too low for me and isn't really growth oriented in any event. Are you aware of anything that is similar in structure to your own growth portfolio (ignoring mutual funds which are way too greedy fee wise for my liking)?
Dave from Montreal

Upvote 2

Read Answer Asked by DAVE on November 10, 2023

• TD Investment Savings Account (TDMC) (TDB8155)
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• TD Investment Savings Account (CTC) (TDB8159)
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• TD Investment Savings Account (USD) (TDB8152)
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Q: To purchase this fund, a warning appears saying TD my receive a trailing commission. They refer you to the offering documents, but i cannot find clarification on this trailing commission. Can you please clarify for me.

Upvote 5

Read Answer Asked by kathleen on November 10, 2023

• Tricon Residential Inc. (TCN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Hi Peter, Ryan, and Team,

In order to keep the real estate sector balance more or less the same, would you endorse a sale of TCN to use the proceeds to purchase more DIR.UN (which we already hold in this investment account) ? TCN has been a frustrating stock, but I believe that DIR.UN has more upside. Alternatively, are there other stocks in the same sector that you would suggest instead of DIR.UN?

Thanks as always for the pertinent guidance.

Upvote 17

Read Answer Asked by Jerry on November 10, 2023

• MKS Inc. (MKSI)
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Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward

Upvote 1

Read Answer Asked by Edward on November 10, 2023

• Linamar Corporation (LNR)
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Q: Linamar recently reported. Please provide your assessment of their results? What is your outlook for the company going forward? Would you buy, hold or sell in today's level? Thank you

Upvote 6

Read Answer Asked by David on November 10, 2023

• Amazon.com Inc. (AMZN)
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• Baidu Inc. (BIDU)
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Q: Good morning, your thoughts/comments on replacing BIDU with AMZN, thanks, Peter

Upvote 2

Read Answer Asked by Peter on November 10, 2023

• Enerflex Ltd. (EFX)
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Q: Peter and His Wonder Team
EFX just reported 3Q results...the stock skyrocketed today and was halted. Please give your opinion for the this action and what are the future implications. Thank you immensely.

Upvote 3

Read Answer Asked by Ernest on November 10, 2023

• Docebo Inc. (DCBO)
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Q: Looks to have had a good quarter. Thoughts on the quarter and outlook?

Upvote 8

Read Answer Asked by Sal on November 10, 2023

• Bluesky Digital Assets Corp. (BTC)
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• Digihost Technology Inc. (DGHI)
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Q: The company seems stable, however as btc prices have risen, this and other bitcoin miners have struggled to keep pace.

Is there something I am missing in the financials?
Thanks

Upvote 1

Read Answer Asked by Dominic on November 10, 2023

• Constellation Software Inc. (CSU)
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Q: Comments on latest earnings?

Upvote 37

Read Answer Asked by Kim on November 10, 2023