Investment Q&A

• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.18B
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Q: I noticed there hasn’t been any questions about Ocean MD’s new partnership with the Nova Scotian Government. Isn’t this a big deal for Well Health? I would like to hear your thoughts.
Thanks

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Read Answer Asked by Curtis on April 17, 2023

• NVIDIA Corporation (NVDA $167.02)
  • $167.02 P/E (TTM): 55.04X Cap: $4.17T
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• QUALCOMM Incorporated (QCOM $159.84)
  • $159.84 P/E (TTM): 15.2X Cap: $172.32B
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• Salesforce Inc. (CRM $250.76)
  • $250.76 P/E (TTM): 40.13X Cap: $233.27B
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Q: You have generally been positive on QCOM but the share price seems to be range bound. Do you see prospects for the price to move? Any catalyst in sight? I own it as well as Nvidia; is there much duplication there? I am considering switching out of QCOM into CRM; can you please comment on this idea. Many thanks for your excellent service.

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Read Answer Asked by Leonard on April 17, 2023

• Royal Bank of Canada (RY $200.22)
  • $200.22 P/E (TTM): 20.28X Cap: $283.41B
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• Toronto-Dominion Bank (The) (TD $103.16)
  • $103.16 P/E (TTM): 8.72X Cap: $176.40B
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• Bank of Montreal (BMO $174.72)
  • $174.72 P/E (TTM): 14.17X Cap: $124.01B
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Q: I am an income investor and hold equal weighting in all 5 big banks. I’m looking at the quite larger than normal yield spread between RY and BMO and TD and am thinking of either halving or even fully selling my RY position to add to BMO and TD. Someday when the spreads go back to being much closer, I would likely repurchase RY. Do you see anything wrong with this logic? Would you prefer one of TD or BMO for such a move? Half or full position? I’ve held RY for a long time, thus my little bit of doubt!

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Read Answer Asked by Mark on April 17, 2023

• Apple Inc. (AAPL $239.69)
  • $239.69 P/E (TTM): 36.19X Cap: $3.55T
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• Amazon.com Inc. (AMZN $232.33)
  • $232.33 P/E (TTM): 34.45X Cap: $2.51T
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• Alphabet Inc. (GOOG $235.17)
  • $235.17 P/E (TTM): 24.64X Cap: $2.81T
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Q: If i had to pick just one of these companies to hold for 3 years, which one would you predict that would have the best upside.

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Read Answer Asked by wilson on April 17, 2023

• NVIDIA Corporation (NVDA $167.02)
  • $167.02 P/E (TTM): 55.04X Cap: $4.17T
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• CrowdStrike Holdings Inc. (CRWD $417.63)
  • $417.63 Cap: $103.50B
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Q: I own both of these in small positions. I want to sell one and add to the other. Long term hold. Which would you recommend to keep.

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Read Answer Asked by stephen on April 17, 2023

• Peyto Exploration & Development Corp. (PEY $18.33)
  • $18.33 P/E (TTM): 11.1X Cap: $3.71B
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Q: Do you have a current payout ratio for this company ?

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Read Answer Asked by Keith on April 17, 2023

• Shopify Inc. (SHOP $146.82)
  • $146.82 P/E (TTM): 78.92X Cap: $188.60B
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Q: Looking to invest in shop for a 3-5 year hold. What is a good entry point? Is there a company you would recommend with high upside over them?

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Read Answer Asked by Cole on April 17, 2023

• Shaw Communications Inc. (SJR.A $40.42)
  • $40.42 P/E (TTM): 12.15X Cap: $20.19B
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Q: Shaw Communications Inc. were not sold. These shares were redeemed.

Do I still have to pay capital gains in my invest/cash account?

Thank you.

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Read Answer Asked by Ross on April 17, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.84)
  • $16.84 Cap: $2.25B
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Q: is it worth holding on to it?

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Read Answer Asked by Sy on April 17, 2023

Q: After a bear market at what point in the cycle do small caps recover? Do you think this will happen anytime soon?

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Read Answer Asked by Pamela on April 17, 2023

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $119.00)
  • $119.00 P/E (TTM): 114.18X Cap: $2.52B
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Q: Peter,

Is it safe to assume CSU.DB will not be called this year? What is the final date they can make that announcement?

Thank you

Paul

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Read Answer Asked by paul on April 17, 2023

• Discovery Ventures (DVN)
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• Chevron Corporation (CVX $153.66)
  • $153.66 P/E (TTM): 20.34X Cap: $272.48B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Marathon Petroleum Corporation (MPC $180.28)
  • $180.28 P/E (TTM): 24.66X Cap: $54.41B
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• Exxon Mobil Corporation (XOM $109.23)
  • $109.23 P/E (TTM): 15.9X Cap: $479.18B
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• Enbridge Inc. (ENB $66.87)
  • $66.87 P/E (TTM): 23.44X Cap: $145.21B
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• MPLX LP Representing Limited Partner Interests (MPLX $50.51)
  • $50.51 P/E (TTM): 12.09X Cap: $51.77B
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Q: What do you think of Oil as seasonally strong for summer months.? We are seeing some uptick for the past week.

DVN
ENB
XOM
MPC
MPLX
a favourite ?

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Read Answer Asked by Daniel on April 17, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.78)
  • $6.78 P/E (TTM): 21.74X Cap: $726M
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Q: How or why do you recommend FSZ.TO Fiera Capital when the payout ratio is 358%

Thats a big number.

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Read Answer Asked by Daniel on April 17, 2023

• Madison Square Garden Entertainment Corp. Class A (MSGE $40.86)
  • $40.86 P/E (TTM): 52.49X Cap: $1.91B
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Q: Hi Team,

MSGE is down 27% YTD despite adding $144 million to its market cap. Do you see any promise in the stock or should I sell it at a loss?

Thanks,
Saeed

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Read Answer Asked by Saeed on April 17, 2023

• PDD Holdings Inc. (PDD $124.68)
  • $124.68 P/E (TTM): 11.77X Cap: $175.85B
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Q: Do you have any comments about this company. I’ve looked at the prices for products that they are offering on Temu and they are real cheap for I’m sure are cheap products. Can they take a run at Amazon, given that they don’t warehouse?

Upvote 1

Read Answer Asked by Roland on April 14, 2023

• Largo Inc. (LGO $2.05)
  • $2.05 Cap: $130M
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• Amazon.com Inc. (AMZN $232.33)
  • $232.33 P/E (TTM): 34.45X Cap: $2.51T
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• Meta Platforms Inc. (META $752.45)
  • $752.45 P/E (TTM): 26.74X Cap: $1.88T
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• Alphabet Inc. (GOOG $235.17)
  • $235.17 P/E (TTM): 24.64X Cap: $2.81T
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• PayPal Holdings Inc. (PYPL $68.26)
  • $68.26 P/E (TTM): 14.94X Cap: $65.40B
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• The Walt Disney Company (DIS $117.91)
  • $117.91 P/E (TTM): 18.37X Cap: $213.61B
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Q: Hi 5i, May I pls have your thoughts on latest results and if you would continue to hold or upgrade.

I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!

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Read Answer Asked by Christopher on April 14, 2023

Q: Your opinion of Decisive Dividend Corporation and their prospects going forward?

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Read Answer Asked by Edgar on April 14, 2023

• New Gold Inc. (NGD $8.74)
  • $8.74 P/E (TTM): 32.79X Cap: $6.74B
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Q: What are your thoughts on New Gold (NGD)?

Upvote 1

Read Answer Asked by Brian on April 14, 2023

• CI Gold+ Giants Covered Call ETF (CGXF $17.00)
  • $17.00 P/E (TTM): 89.49X Cap: $191M
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• GAMCO Global Gold Natural Resources & Income Trust (GGN $4.81)
  • $4.81 P/E (TTM): 19.08X Cap: $729M
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• Global X Gold Producer Equity Covered Call ETF (GLCC $45.10)
  • $45.10 P/E (TTM): 81.97X Cap: $465M
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Q: Good morning ,

Could you please offer your assessment for a conservative investor .

Thank you.

Upvote 2

Read Answer Asked by Brad on April 14, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $83.40)
  • $83.40 P/E (TTM): 42.26X Cap: $9.78B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.55)
  • $18.55 P/E (TTM): 95.37X Cap: $1.80B
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• Snowflake Inc. (SNOW $225.58)
  • $225.58 Cap: $74.04B
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• Mitek Systems Inc. (MITK $9.81)
  • $9.81 P/E (TTM): 29.28X Cap: $440M
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Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry

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Read Answer Asked by Jerry on April 14, 2023