Investment Q&A

• Spotify Technology S.A. (SPOT $705.11)
  • $705.11 Cap: $146.59B
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• OFG Bancorp (OFG $44.03)
  • $44.03 P/E (TTM): 10.61X Cap: $1.99B
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• Invesco S&P MidCap Momentum ETF (XMMO $133.53)
  • $133.53 P/E (TTM): 62.48X Cap: $4.48B
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• FTAI Infrastructure Inc. (FIP $3.93)
  • $3.93 Cap: $478M
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Q: Hi team,

Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?

Have a good day,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on August 16, 2024

• Arbor Realty Trust (ABR $11.75)
  • $11.75 P/E (TTM): 13.18X Cap: $2.27B
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Q: Your thoughts on this realty company.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Kinder Morgan Inc. (KMI $27.19)
  • $27.19 P/E (TTM): 21.7X Cap: $59.19B
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• Plains GP Holdings L.P. (PAGP $18.56)
  • $18.56 P/E (TTM): 34.61X Cap: $3.64B
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Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Quipt Home Medical Corp. (QIPT $3.63)
  • $3.63 Cap: $155M
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Q: Why the huge drop today? Is it an overreaction? Is QIPT a but, sell, or hold. Thanks

Upvote 1

Read Answer Asked by Charles on August 16, 2024

• Celestica Inc. (CLS $340.09)
  • $340.09 P/E (TTM): 54.52X Cap: $38.89B
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• Kinaxis Inc. (KXS $188.25)
  • $188.25 P/E (TTM): 160.54X Cap: $5.36B
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• Open Text Corporation (OTEX $48.38)
  • $48.38 P/E (TTM): 13.83X Cap: $12.06B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.14)
  • $124.14 P/E (TTM): 18.37X Cap: $1.45B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.43)
  • $9.43 P/E (TTM): 5.9X Cap: $268M
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Q: I'm going to sell OTEX. What would you replace it with?

Upvote 12

Read Answer Asked by Maria on August 16, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.46)
  • $28.46 Cap: $8.26B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.94)
  • $18.94 Cap: $838M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.66)
  • $46.66 P/E (TTM): 5.95X Cap: $18.93B
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• SPDR S&P 500 ETF Trust (SPY $653.05)
  • $653.05 P/E (TTM): 82.05X Cap: $658.41B
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• iShares MSCI Emerging Markets ETF (EEM $51.71)
  • $51.71 P/E (TTM): 7.93X Cap: $19.46B
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• iShares MSCI EAFE ETF (EFA $92.54)
  • $92.54 P/E (TTM): 0.66X Cap: $66.64B
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Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you

Upvote 5

Read Answer Asked by Yves on August 16, 2024

• Lumine Group Inc. (LMN $48.15)
  • $48.15 P/E (TTM): 191.81X Cap: $12.48B
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Q: Are you comfortable adding to Lumine here?

Upvote 15

Read Answer Asked by Kim on August 15, 2024

• Strathcona Resources Ltd. (SCR $37.99)
  • $37.99 P/E (TTM): 11.5X Cap: $8.21B
  • View SCR Profile
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Q: Can you provide an updated view on Strathcona Resources.

Upvote 2

Read Answer Asked by Kim on August 15, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,412.72)
  • $2,412.72 P/E (TTM): 8.39X Cap: $52.17B
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• Intact Financial Corporation (IFC $275.34)
  • $275.34 P/E (TTM): 22.44X Cap: $49.55B
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• Trisura Group Ltd. (TSU $39.37)
  • $39.37 P/E (TTM): 16.07X Cap: $1.88B
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• Definity Financial Corporation (DFY $73.34)
  • $73.34 P/E (TTM): 21.92X Cap: $8.56B
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Q: I am looking at the insurance industry for my next purchase in a non registered account , mainly consisting of banks, utilities, telecoms, REITS.

Which of these three offer the best growth potential over the next 5 years and why ? I can handle moderate risk. Which offers the best entry price ? Are there other CDN listed insurance companies I should consider ?
Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on August 15, 2024

• TerraVest Industries Inc. (TVK $139.00)
  • $139.00 Cap: $3.04B
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Q: Can you please comment on this company's recently announced earnings. Your overall input would be appreciated. Would you be a buyer at this time? Thanks

Upvote 8

Read Answer Asked by Brian on August 15, 2024

• Foraco International SA (FAR $2.03)
  • $2.03 P/E (TTM): 7.88X Cap: $199M
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Q: Could you comment on the Faraco International results for their 2nd quarter June 30, 2024. Would you consider it a hold or a sell ?
Thanks 5i

Upvote 2

Read Answer Asked by mike on August 15, 2024

• Tidewater Midstream and Infrastructure Ltd. (TWM $5.27)
  • $5.27 Cap: $109M
  • View TWM Profile
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Q: Hello 5i, Could you comment on TWM as the stock keeps going down could here be a reverse consolidation ? Also is there new diesel refinery completed and in operation.
Basically is the company going to survive.

Upvote 1

Read Answer Asked by Michael on August 15, 2024

• goeasy Ltd. (GSY $208.67)
  • $208.67 P/E (TTM): 12.79X Cap: $3.36B
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Q: Every financial stock is rising, while GSY keep dropping recently. Any reason ?

Upvote 4

Read Answer Asked by Lai Kuen on August 15, 2024

• Minto Apartment Real Estate Investment Trust (MI.UN $13.81)
  • $13.81 Cap: $1.15B
  • View MI.UN Profile
  • View Questions on MI.UN

Q: Please comment on Mi.un's Q results released today after close,and the company.Add,Hold or Sell? Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on August 15, 2024

• Sangoma Technologies Corporation (STC $7.69)
  • $7.69 Cap: $257M
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Q: I am down quite a bit on this company. Is it time to buy more or sell?

Thank you

Upvote 1

Read Answer Asked by patricia on August 15, 2024

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $19.45)
  • $19.45 Cap: $809M
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Q: Very curious as too why you seem to support HDIV. Looking at the sell-off window between Jul 31 and Aug 7 this year, HDIV declined approx 40% more than the avg decline of the TSX, S&P500 and DOW. I fully understand at/out of money risk, but it seem leverage, which HDIV uses, is not great in market downturns. I know the window for this analysis is narrow, however it seems to show the risk of leveraged funds.

Upvote 5

Read Answer Asked by Christopher on August 15, 2024

• Dundee Corporation Cumulative 5-Year Rate Reset First Preference Shares Series 2 (DC.PR.B $24.98)
  • $24.98 P/E (TTM): 8.74X Cap: $2.24B
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Q: Big move on DC.PR.B and C. Keep or sell? At $25.25 it maybe as good as it gets?

Upvote 2

Read Answer Asked by Robert on August 15, 2024

• Magna International Inc. (MG $63.24)
  • $63.24 P/E (TTM): 10.84X Cap: $17.97B
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Q: Have held for quiet some time at a price of 94.50. Today could possibly pick up for 54$. Would you consider MG a safe bet to average down on and increase my yield. Tks.Larry

Upvote 2

Read Answer Asked by Larry on August 15, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $115.99)
  • $115.99 Cap: $1.89B
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Q: Hi Peter, my question is in regard to HSAV. What do you think of the current premium to NAV. Can you comment on when you think it is too much. Also with rates coming down do you expect to see the yield come down also.

Upvote 1

Read Answer Asked by Frank on August 15, 2024

• Nutrien Ltd. (NTR $79.14)
  • $79.14 P/E (TTM): 185.45X Cap: $38.02B
  • View NTR Profile
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Q: TD Web Broker shows Nutrien as trading below book value. The technical chart doesn't look very encouraging, but I see a couple of insiders have bought recently.

With a little investigation there seem to be a couple of hundred Canadian stocks trading at or below book value. Most of them don't look to be neatly as big or as strong financially as Nutrien. Do you see any gems I might have overlooked?

Upvote 8

Read Answer Asked by David on August 15, 2024