Investment Q&A

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $6.89)
  • $6.89 P/E (TTM): 18.72X Cap: $1.37B
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• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 27.04X Cap: $1.51B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Acadian Timber Corp. (ADN $17.80)
  • $17.80 P/E (TTM): 22.48X Cap: $322M
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• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.27)
  • $12.27 P/E (TTM): 25.85X Cap: $3.58B
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• EQB Inc. (EQB $100.00)
  • $100.00 P/E (TTM): 10.23X Cap: $3.88B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $78.70)
  • $78.70 P/E (TTM): 38.25X Cap: $9.03B
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• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.24B
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Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

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Read Answer Asked by Murray on May 11, 2023

• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 27.04X Cap: $1.51B
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Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

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Read Answer Asked by Mary on May 11, 2023

• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.54X Cap: $3.78B
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Q: Did they beat last year’s quarter on all metrics except for free cash flow per share less capital expenditures?
How significant is the $.44 this year v $.50 last year

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Read Answer Asked by Alan on May 11, 2023

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.13X Cap: $3.38T
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 36.97X Cap: $3.77T
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• SPDR S&P 500 ETF Trust (SPY $642.47)
  • $642.47 P/E (TTM): 57.48X Cap: $652.34B
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• Vanguard Total Stock Market ETF (VTI $316.65)
  • $316.65 P/E (TTM): 71.88X Cap: $496.07B
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• RBC U.S. Dividend Fund Series A (RBF590 $39.52)
  • $39.52 P/E (TTM): 18.4X
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Q: What do you think about this fund?

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Read Answer Asked by David M. on May 11, 2023

Q: I’m in my mid 30’s and typically have just about all my net worth in equities. I’ve recently moved to nearly a 40% weight in high interest etfs (PSA etc) paying over 4% to park cash in what I think is a pretty crummy outlook for the economy mid term. Do you think I’m being overly pessimistic

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Read Answer Asked by Scott on May 11, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Do you think they should institute another share buyback program. They did when shares were averaging 5 dollars. At 2.70 it seems like a 2 for 1 super sale.

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Read Answer Asked by Steve on May 11, 2023

• Manulife Financial Corporation (MFC $41.67)
  • $41.67 P/E (TTM): 13.21X Cap: $72.17B
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• Intact Financial Corporation (IFC $275.37)
  • $275.37 P/E (TTM): 22.78X Cap: $49.84B
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Q: I'm thinking of swapping out Manulife Financial for Intact Financial as IFC apepars to provide an opportunity for a higher total return overall. Thoughts on this swap or not?

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Read Answer Asked by Gerry on May 11, 2023

Q: I have an offer to purchase Meridian credit union Class A Shares. I realize that this is a little off base but any of your impute would be appreciated. Thanks, James

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Read Answer Asked by JAMES on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.48)
  • $69.48 P/E (TTM): 14.5X Cap: $66.78B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I.
I won both of PYPl and Sq. Which would you get rid of if you had to. And long term do you see these much higher?
Thanks

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Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $69.48)
  • $69.48 P/E (TTM): 14.5X Cap: $66.78B
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Q: You thoughts on earnings. Was the reaction overdone?

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Read Answer Asked by Theodore on May 11, 2023

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.71)
  • $10.71 P/E (TTM): 43.08X Cap: $564M
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Q: What is your perspective on this ETF for income in current environment - with regards to safety and risk?
Do you believe that gas and oil has bottomed out?

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Read Answer Asked by Catherine on May 11, 2023

• Quarterhill Inc. (QTRH $1.12)
  • $1.12 Cap: $132M
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Q: how do you view the latest earnings? on the surface they seem poor given the lumpiness of their Wi-Lan division. With a search for a new CEO on, and dividend cut, things don't look so good but I do see a healthy $500 million backlog in their electronic road tolling division. I would consider this a hold esp given their $57 million cash on hand. What is your opinion?

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Read Answer Asked by Neelesh on May 11, 2023

• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.26B
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Q: With this earnings release I am temped to buy shares in PRL. Can you sift through the release; growth, ROE, valuation. Is it closer to a buy in your view?

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Read Answer Asked by Harry on May 11, 2023

• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.26B
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Q: Hello 5i Team,
I'm wondering your thoughts on Propel's recent quarter, entrance into the Canadian market and dividend increase?
Thank you
Brent

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Read Answer Asked by Brent on May 11, 2023

• Airbnb Inc. (ABNB $128.15)
  • $128.15 P/E (TTM): 31.72X Cap: $79.63B
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Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

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Read Answer Asked by Shane on May 11, 2023

• Babylon Holdings Limited Class A (BBLN)
  • Cap: $16M
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Q: If I read the news correctly, BBLN crashed today on news they are planning to go private. What does this mean for me as a shareholder? Should I sell now and take my lumps, or is there as chance it will bounce back a bit?

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Read Answer Asked by Donald on May 11, 2023

• Upstart Holdings Inc. (UPST $69.15)
  • $69.15 Cap: $6.65B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on May 11, 2023

• Northland Power Inc. (NPI $22.28)
  • $22.28 Cap: $5.82B
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Q: Why has NPI dropped so much today , should I hold or sell.

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Read Answer Asked by nick on May 11, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 21.23X Cap: $702M
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Q: I'd appreciate your comments on FSZ's results released today and outlook. I noticed that you lowered your position and implied it is on its way out of your income portfolio. Do you see it as a SELL. While I hold it for the income, I'm also hoping that another company will take it over. Thanks for your help.

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Read Answer Asked by Earl on May 11, 2023

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $18.90)
  • $18.90 P/E (TTM): 36.38X Cap: $791M
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.97)
  • $13.97 P/E (TTM): 93.22X Cap: $854M
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Q: Did you happen to read the article in today's Globe & Mail "Don’t be seduced by the juicy yields of covered calls " by Dan Hallett?

I have recently invested in HDIV and HYLD just for those juicy yields produced by the covered call stratagey. Now I am second guessing this idea tempting as the yields are.

What are your thoughts?

Thank you as always for your input.

David

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Read Answer Asked by David on May 11, 2023