Investment Q&A

• goeasy Ltd. (GSY $214.29)
  • $214.29 P/E (TTM): 12.79X Cap: $3.45B
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• Exchange Income Corporation (EIF $71.20)
  • $71.20 P/E (TTM): 28.04X Cap: $3.64B
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• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.18B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.09)
  • $0.09 Cap: $13M
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• Docebo Inc. (DCBO $42.72)
  • $42.72 P/E (TTM): 43.87X Cap: $1.23B
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• Lumine Group Inc. (LMN $49.16)
  • $49.16 P/E (TTM): 182.11X Cap: $12.56B
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Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek

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Read Answer Asked by Derek on July 21, 2023

• Xylem Inc. New (XYL $140.42)
  • $140.42 P/E (TTM): 36.38X Cap: $34.54B
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• American Water Works Company Inc. (AWK $143.18)
  • $143.18 P/E (TTM): 25.35X Cap: $27.62B
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• Invesco Water Resources ETF (PHO $73.28)
  • $73.28 P/E (TTM): 84.08X Cap: $2.26B
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• Invesco S&P Global Water Index ETF (CGW $64.33)
  • $64.33 P/E (TTM): 57.88X Cap: $1B
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• First Trust Water ETF (FIW $114.39)
  • $114.39 P/E (TTM): 71.18X Cap: $1.94B
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Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara

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Read Answer Asked by Barbara on July 21, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: down significantly from recent highs and continues to drift lower; is it worth holding? your thoughts please.

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Read Answer Asked by don on July 21, 2023

• PIMCO Dynamic Income Fund (PDI $20.05)
  • $20.05 Cap: $4.85B
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Q: I own PDI and am underwater on it (down about 20%) but hoping for a recovery. (1) What are the likely catalysts to see price improvement, (2) Do you feel the dividend is safe?, (3) What are your overall thoughts on PDI?

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Read Answer Asked by Randy on July 21, 2023

• NVIDIA Corporation (NVDA $166.66)
  • $166.66 P/E (TTM): 55.04X Cap: $4.17T
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• Super Micro Computer Inc. (SMCI $40.09)
  • $40.09 P/E (TTM): 21.91X Cap: $24.18B
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• C3.ai Inc. Class A (AI $15.30)
  • $15.30 Cap: $2.27B
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• Recursion Pharmaceuticals Inc. (RXRX $4.64)
  • $4.64 Cap: $2B
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Q: Dear 5i
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C

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Read Answer Asked by Bill on July 21, 2023

• ECN Capital Corp. (ECN $2.93)
  • $2.93 Cap: $821M
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Q: IS ECN a reasonably attractive tax loss sale?

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Read Answer Asked by Claus on July 21, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.66)
  • $18.66 Cap: $822M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.05)
  • $23.05 Cap: $5.67B
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Q: If interest rates were to flatten or decrease what is a good Canadian bond fund to buy with a good yield.

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Read Answer Asked by Helen on July 21, 2023

• BCE Inc. (BCE $34.14)
  • $34.14 P/E (TTM): 73.57X Cap: $31.53B
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• TELUS Corporation (T $22.91)
  • $22.91 P/E (TTM): 35.55X Cap: $34.84B
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• Laurentian Bank of Canada (LB $31.61)
  • $31.61 P/E (TTM): 12.62X Cap: $1.39B
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• Ivanhoe Electric Inc. (IE $12.36)
  • $12.36 Cap: $1.63B
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Q: Hello Peter,
Is Laurentian Bank worth holding at the current price as i have sold half and hoping for higher amount to 50s? What is your view on Ivanhoe Electric? Do you think the telecom space in Canada is behaving like the US with stocks not doing well other than the dividend? Thanks very much

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Read Answer Asked by umedali on July 21, 2023

• Constellation Software Inc. (CSU $4,578.78)
  • $4,578.78 P/E (TTM): 114.18X Cap: $97.59B
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• Descartes Systems Group Inc. (The) (DSG $149.63)
  • $149.63 P/E (TTM): 60.0X Cap: $12.59B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.32)
  • $27.32 P/E (TTM): 19.01X Cap: $644M
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• TerraVest Industries Inc. (TVK $144.22)
  • $144.22 Cap: $3.11B
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• Chemed Corp (CHE $463.76)
  • $463.76 P/E (TTM): 23.66X Cap: $6.69B
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• Credit Acceptance Corporation (CACC $521.53)
  • $521.53 P/E (TTM): 14.97X Cap: $5.85B
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• Casella Waste Systems Inc. (CWST $94.31)
  • $94.31 P/E (TTM): 531.06X Cap: $6.06B
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• GFL Environmental Inc. subordinate voting shares (GFL $66.41)
  • $66.41 Cap: $24.21B
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• RCI Hospitality Holdings Inc. (RICK $35.83)
  • $35.83 P/E (TTM): 42.05X Cap: $315M
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Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx

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Read Answer Asked by Adam on July 21, 2023

• ProShares Short S&P500 -1x Shares (SH $38.47)
  • $38.47 Cap: $1.03B
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Q: What are your top short ETFs for both US and Canada?

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Read Answer Asked by Linda on July 21, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Exchange Income Corporation (EIF $71.20)
  • $71.20 P/E (TTM): 28.04X Cap: $3.64B
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Q: Do TCN and EIF have DRIPS? If yes do they offer a discount?

Sheldon

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Read Answer Asked by Sheldon on July 21, 2023

• ASML Holding N.V. (ASML $780.46)
  • $780.46 P/E (TTM): 32.97X Cap: $296.31B
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Q: Your thoughts on their earnings report please? Not sure why stock is down today.

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Read Answer Asked by Dan on July 21, 2023

• Intuitive Surgical Inc. (ISRG $467.44)
  • $467.44 P/E (TTM): 61.45X Cap: $162.93B
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Q: Comments on the most recent quarter? And the 5% drawdown is probably just profit taking maybe your thoughts? I’m a long term holder of course but still interested in what you thought.

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Read Answer Asked by Mark on July 21, 2023

• Sangoma Technologies Corporation (STC $7.68)
  • $7.68 Cap: $261M
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Q: Would you buy this stock for long term at current price?

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Read Answer Asked by James on July 21, 2023

• Cameco Corporation (CCO $104.56)
  • $104.56 P/E (TTM): 86.58X Cap: $45.93B
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• Albemarle Corporation (ALB $81.23)
  • $81.23 Cap: $9.32B
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Q: I'm interested in starting positions in companies involved in the push to a more energy efficient future. I've had a look at CCO AND ALB and I'd appreciate your opinion as to which one is the better choice currently. Also, is it too early to be taking positions in these sectors or are these companies capable of strong capital gains in the next year or two? Finally, do you think there are better companies to invest in in these sectors?

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Read Answer Asked by Les on July 21, 2023

• BMO Covered Call US Banks ETF (ZWK $25.48)
  • $25.48 P/E (TTM): 42.53X Cap: $363M
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Q: Given recent bank earnings, have your thoughts on this one changed ? I am a retiree seeking income ... so is the dividend safe-ish ??

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Read Answer Asked by Randy on July 21, 2023

• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.18B
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Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.

Please provide your thoughts on these two events.

Thx.

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Read Answer Asked by Christopher on July 21, 2023

• TC Energy Corporation (TRP $51.55)
  • $51.55 P/E (TTM): 17.62X Cap: $53.43B
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Q: 1. What will be the effect on TC Energy stock prices if Coastal Gaslink project price increases by a further $1.2B?
2. What will be the effects on TC Energy stock if TC is forced to reduce operating pressure on Keystone pipeline?

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Read Answer Asked by Ron on July 21, 2023

• Digital Turbine Inc. (APPS $4.38)
  • $4.38 Cap: $458M
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Q: Any chance of recovery in this name in the next 1-2 years? If not, would you have a better name to recommend in the same space?

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Read Answer Asked by Tony on July 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Birchcliff Energy Ltd. (BIR $6.18)
  • $6.18 P/E (TTM): 22.25X Cap: $1.71B
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• Tamarack Valley Energy Ltd. (TVE $5.22)
  • $5.22 P/E (TTM): 11.26X Cap: $2.69B
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Q: With the Coastal Gas Link pipeline getting close to completion. Which energy companies would be prime beneficiaries?

On a related energy question, when is the Trans Mountain pipeline expected to be completed and are there any energy companies who stand to benefit the most? Will this pipeline help close the gap in price with WTI?

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Read Answer Asked by mitchell on July 21, 2023