Investment Q&A

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi,

It looks like XBC is filling for Creditor Protection. The stock is down significantly, but they also have good results. What does this mean, is it a time to dump shares before it gets de-listed?

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Read Answer Asked by Bart on September 29, 2022

• Linamar Corporation (LNR $77.12)
  • $77.12 P/E (TTM): 21.32X Cap: $4.60B
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• Magna International Inc. (MG $63.55)
  • $63.55 P/E (TTM): 10.59X Cap: $17.67B
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Q: Why are these two being hit so hard today??

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Read Answer Asked by terry on September 29, 2022

• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.97X Cap: $12.41B
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Q: Can you provide your assessment of last evenings 2023 capital plan and future forecast for investors. I suspect there to be significant upside both near and mid term. Do you agree?

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Read Answer Asked by Chris on September 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM $4.50)
  • $4.50 Cap: $94M
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Q: Is Tidewater and infustructure a buy at $1.00 and what are it's prospects?

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Read Answer Asked by John on September 29, 2022

• Evertz Technologies Limited (ET $12.18)
  • $12.18 P/E (TTM): 15.49X Cap: $922M
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Q: Good morning 5i team, As share prices decline are there any Canadian companies that you see as potential takeovers or privatizations.
Thoughts on the possibility of Evertz going private or agreeing to being bought with the founders already owning approximately 2/3 of the company?
Thanks

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Read Answer Asked by Robert on September 29, 2022

• 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: $2.47T
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• Alphabet Inc. (GOOG $235.17)
  • $235.17 P/E (TTM): 24.64X Cap: $2.81T
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• Microsoft Corporation (MSFT $495.00)
  • $495.00 P/E (TTM): 37.05X Cap: $3.67T
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• Salesforce Inc. (CRM $250.76)
  • $250.76 P/E (TTM): 40.13X Cap: $238.72B
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• Mastercard Incorporated (MA $584.22)
  • $584.22 P/E (TTM): 40.01X Cap: $538.46B
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• Berkshire Hathaway Inc. (BRK.B $499.77)
  • $499.77 P/E (TTM): 17.19X Cap: $1.09T
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Q: Hello, thinking of selling these stocks for tax loss reasons (10-15%). Although one would think a very possible recession with the related decrease in earnings is already baked in share prices, I am afraid it is not entirely so. I intent to buy these stocks back in a month, hopefully with a lower SP. Is the tradeoff between tax loss and the risk of share prices jumping much higher worth it? Thanks

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Read Answer Asked by Martin on September 29, 2022

• Capital Power Corporation (CPX $56.91)
  • $56.91 P/E (TTM): 17.58X Cap: $8.80B
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• Fortis Inc. (FTS $49.23)
  • $49.23 P/E (TTM): 20.05X Cap: $25.01B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $33.21)
  • $33.21 Cap: $12.42B
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Q: Just switched 200 shares of FTS to CPX and then noticed a reply to a client question that stated BEPC a little better than CPX.
Your thoughts will be appreciated.
Thanks.

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Read Answer Asked by Elgin on September 29, 2022

Q: Portfolio is high quality safer high yield dividend growers. Any like AQN that you would suggest selling and upgrading to another company? Ideally would like to maintain/increase the yield (maybe take advantage of high quality stocks that have been hit harder) without increasing the current risk of the portfolio? Not keen to sell low yielding BEP right now as its down a fair bit but I'm sure better days are ahead.

Current portfolio holdings are:
AW.UN AQN BNS BCE BEP.UN ENB EIF MFC SLF SYZ T TD

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Read Answer Asked by Husseinali on September 29, 2022

• Sandstorm Gold Ltd. (SSL $15.91)
  • $15.91 P/E (TTM): 93.83X Cap: $4.54B
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Q: Could you please comment on Sandstorm Gold, and give your opinion about whether it is a sufficiently strong company in the sector? Thanks.

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Read Answer Asked by Ed on September 29, 2022

• Goodfood Market Corp. (FOOD $0.27)
  • $0.27 Cap: $24M
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Q: anything to excite me about this Co or is it time to exit
Thanks, Del

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Read Answer Asked by Del on September 29, 2022

• ATS Corporation (ATS $38.25)
  • $38.25 Cap: $3.73B
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• Exchange Income Corporation (EIF $71.35)
  • $71.35 P/E (TTM): 28.04X Cap: $3.64B
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Q: hello 5i:
enough funds to buy just one. Can you discuss which you like better and why? Going forward, which business is more stable?
thanks
Paul L

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Read Answer Asked by Paul on September 29, 2022

• Apple Inc. (AAPL $239.69)
  • $239.69 P/E (TTM): 36.19X Cap: $3.55T
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• Quarterhill Inc. (QTRH $1.22)
  • $1.22 Cap: $142M
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Q: Any info. on when and how much they will ultimately receive from Apple lawsuit appeal?
Jerry

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Read Answer Asked by Jerry on September 29, 2022

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Any reason for me to continue holding unto the reduced number of shares since the 1 for 10 share consolidation a few months ago
Thanks Del

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Read Answer Asked by Del on September 29, 2022

• Sylogist Ltd. (SYZ $7.38)
  • $7.38 Cap: $173M
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• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.20B
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Q: Is it timely to average down on these 3 stocks? Please provide short comments, and good entry prices for each. Txs for u usual great services & views

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Read Answer Asked by Peter on September 29, 2022

• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.14B
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Q: Hello, some members ask about ideas where to park cash for a while. I find that Tangerine Canada is pretty good. As of today the interest rate on GICs for 90 days is 1.50%, 180 days is 3.70%, 270 days is 4.25% and one year is 4,70%. All the best,

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Read Answer Asked by Gervais on September 29, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $34.42)
  • $34.42 Cap: $22.67B
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• Fortis Inc. (FTS $49.23)
  • $49.23 P/E (TTM): 20.05X Cap: $25.01B
  • View FTS Profile
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Q: What are your top 3 Cdn Utilities and top 3 Cdn Telecomms for Growth and Income, given recent pullbacks. Is this a good time to buy or should I wait for things to settle. Will Utilities and Telecomms provide some security heading into or during a recession.

Thanks
Tim

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Read Answer Asked by Timothy on September 29, 2022

• Tamarack Valley Energy Ltd. (TVE $5.19)
  • $5.19 P/E (TTM): 11.26X Cap: $2.69B
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Q: Peter; As a veteran market watcher what do you make of the large TVE volumes daily? Generalists or the
underwriters getting off stock? Thanks. Rod

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Read Answer Asked by Rodney on September 29, 2022

• Keyera Corp. (KEY $44.32)
  • $44.32 P/E (TTM): 18.62X Cap: $10.15B
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Q: Hi, how safe is the dividend on a scale of 1-10 whereby 10 is very safe. Do they carry debt that could some day impact the dividend as rates rise? Has the dividend ever been cut? Any reason why the dividend has not been raised for a few years? Lastly, do you see Keyera as a takeover target in the future. Many thanks as always for the great service that you provide.

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Read Answer Asked by Anthony on September 29, 2022

Q: Do you concur with David Rosenberg's comments in the FP today stating that inflation is not our current problem but rather a lack of liquidity and forced sales of quality assets?

Carl

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Read Answer Asked by Carl on September 29, 2022

• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $641M
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• ECN Capital Corp. (ECN $2.93)
  • $2.93 Cap: $821M
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Q: What are some companies that are sitting on cash which they can easily deploy to acquire other companies on the cheap? Would ECN and GUD be on this list?

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Read Answer Asked by Mike on September 29, 2022