Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $96.29)
  • $96.29 P/E (TTM): 160.26X Cap: $142.61B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.11)
  • $81.11 P/E (TTM): 39.8X Cap: $132.55B
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Q: I want to buy both of these stocks. Should they go in my Registered or Non Registered accoun and why.

Thank you. Ian

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Read Answer Asked by Ian on July 28, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.06)
  • $46.06 P/E (TTM): 1110.96X Cap: $21.26B
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Q: From Google on the difference between BIP.C and BIP.UN
The key difference between is that BIPC's dividend qualifies for the Canadian dividend tax credit, whereas BIP. UN's distribution consists largely of foreign dividend and interest income, Canadian interest and return of capital
Which one is better to keep in an unregistered account (taxwise)?

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Read Answer Asked by Serge on July 28, 2023

• Lockheed Martin Corporation (LMT $491.98)
  • $491.98 P/E (TTM): 27.37X Cap: $113.80B
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• RTX Corporation (RTX $163.63)
  • $163.63 P/E (TTM): 35.9X Cap: $218.65B
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Q: I am planning to start a 1-3 year position in one of these two companies. Which company has the best upside.

Thank-you.

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Read Answer Asked by Bryan on July 28, 2023

• UnitedHealth Group Incorporated (DE) (UNH $345.18)
  • $345.18 P/E (TTM): 14.9X Cap: $311.62B
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• Berkshire Hathaway Inc. (BRK.B $499.25)
  • $499.25 P/E (TTM): 17.14X Cap: $1.07T
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Q: Looking at BRK.B or UNH to add to a TFSA for a minimum 5 year hold. Any preference?

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Read Answer Asked by Kelly on July 28, 2023

• Restaurant Brands International Inc. (QSR $91.36)
  • $91.36 P/E (TTM): 24.59X Cap: $41.15B
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Q: What would be a good entry price point on this stock and what would be a pound the table buy price?
I am looking to start building a position for long term based on brands owned/div they pay/ new management as of Nov. 2022. i am hoping Mr. Doyle can add value and innovation as he did with Dominos years ago.

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Read Answer Asked by Kolbi on July 28, 2023

• Fobi AI Inc. (FOBI $0.04)
  • $0.04 Cap: $8M
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Q: I am interested in your opinion of FOBI and their prospects. Could you also comment on the number of Short positions ?

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Read Answer Asked by Ken on July 28, 2023

• Enghouse Systems Limited (ENGH $20.80)
  • $20.80 P/E (TTM): 15.25X Cap: $1.14B
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Q: ENGH continues to drift lower. It has missed earning estimates the last two months. Are earnings lumpy for this company or are there more fundamental factors at work? How is its balance sheet? Also, some months back the company was looking for strategic alternatives. Is this not usually a red flag?

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Read Answer Asked by Theodore on July 28, 2023

• Artis Real Estate Investment Trust (AX.UN $6.19)
  • $6.19 Cap: $585M
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Q: Hi 5i Guys,
According to Morningstar, AX.UN has 0-Sells, 4-Holds and 1-Buy.

Div is very attractive at 8.37%. In your opinion, is it safe?

There was some thought that it might be bought because it's 'cheap'. Anything happening on this front that you know about?

Do you think AX.UN is a Buy/Sell/Hold. If it's as Sell what would be a good candidate to replace it?

Thanks as always for your thoughts.

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Read Answer Asked by Thomas on July 28, 2023

• Horizons Absolute Return Global Currency ETF (HARC $24.08)
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Q: Your opinion on this fund, now 64 millions ? Thanks.

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Read Answer Asked by Martin on July 28, 2023

• S&P/TSX Composite Index (TSX $29,971.91)
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• iShares MSCI China ETF (MCHI $65.53)
  • $65.53 P/E (TTM): 20.25X Cap: $8.29B
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Q: My question is really about CSI300....which is looks undervalued compared to S&P...why so undervalued and what top 10 large cap Chinese companies ( maybe a EFT?) should i be buying if and when a rebound occurs?

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Read Answer Asked by adam on July 28, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Athabasca Oil Corporation (ATH $6.77)
  • $6.77 P/E (TTM): 7.77X Cap: $3.43B
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• Tamarack Valley Energy Ltd. (TVE $6.08)
  • $6.08 P/E (TTM): 13.09X Cap: $3.11B
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Q: Hi All of these are down over 4% even though earnings look ok. Am I missing something? are any of them sells or buy more?

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Read Answer Asked by hal on July 28, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $40.55)
  • $40.55 P/E (TTM): 12.1X Cap: $678M
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Q: Is the potential capital gain on ZBK workable with a 3 year hold. How long would you suggest to build a position with dollar cost averaging? Thank you

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Read Answer Asked by Richard on July 28, 2023

Q: Should I purchase ESRT as a recovery. When you go to New York you have to go to top of empire State Building a tourist destination. I understand a 90 % occupancy now Is it prestige address RAK

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Read Answer Asked by bob on July 28, 2023

Q: MBGYY

Looks cheap. Number of wealthy people in the World is increasing. Will they buy a Mercedes is the key. Your thoughts please RAK

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Read Answer Asked by bob on July 28, 2023

• Laurentian Bank of Canada (LB $33.05)
  • $33.05 P/E (TTM): 13.37X Cap: $1.45B
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Q: I see some analysts anticipating LB still has 25-40% upside from here. What do you anticipate the outcome of the strategic review to be? Do you see any regulatory hurdles from Quebec or elsewhere in an acquisition.

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Read Answer Asked by Husseinali on July 28, 2023

• Roku Inc. (ROKU $100.08)
  • $100.08 Cap: $14.67B
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Q: Hi 5i!

Can you comment Roku earnings and forecast?

Thanks,

Frank

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Read Answer Asked by Francois on July 28, 2023

• C&J Energy Services Inc. (CJ $7.36)
  • $7.36 Cap: $485M
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Q: Kindly comment on the CJ 2023 second quarter results and the forward guidance. Thanks.

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Read Answer Asked by Victor on July 28, 2023

• Baytex Energy Corp. (BTE $3.39)
  • $3.39 P/E (TTM): 7.51X Cap: $2.71B
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Q: Baytex recently reported: 2nd quarter. Just your thoughts on their results. As always, thanks.
Robert

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Read Answer Asked by robert on July 28, 2023

• Hudbay Minerals Inc. (HBM $21.19)
  • $21.19 P/E (TTM): 19.55X Cap: $7.81B
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Q: Peter; How significant is the extension of the ore body by HBM? Thanks
Rod

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Read Answer Asked by Rodney on July 28, 2023

• Enphase Energy Inc. (ENPH $36.08)
  • $36.08 P/E (TTM): 28.29X Cap: $4.77B
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Q: Enphase ENPH - Buy / Sell / Hold?

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Read Answer Asked by Gooding on July 28, 2023