Investment Q&A

• Xylem Inc. New (XYL $120.02)
  • $120.02 P/E (TTM): 31.3X Cap: $29.74B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
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• Middlesex Water Company (MSEX $51.94)
  • $51.94 P/E (TTM): 22.07X Cap: $1B
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Q: Are you aware of any public water-recycling companies that may be worth investing in?

Thank you.

Upvote 1

Read Answer Asked by Ross on July 21, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Why did NVEI go down 10% on July 20th? Is it worth investing in this company now?

Upvote 0

Read Answer Asked by Linda on July 21, 2023

• Gamehost Inc. (GH $11.88)
  • $11.88 P/E (TTM): 11.64X Cap: $241M
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Q: Any reason why gamehost gh is not trading

Upvote 1

Read Answer Asked by Louis on July 21, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: In the next 2 to 3 quarterly reports, what do you wish to see for confirmation of your long view?
Thanks

Upvote 0

Read Answer Asked by Daniel on July 21, 2023

• Sailfish Royalty Corp. (FISH $4.00)
  • $4.00 P/E (TTM): 307.15X Cap: $308M
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Q: the stock has gained some recent momentum. has a generous dividend i would appreciate your comments?

Upvote 0

Read Answer Asked by terrance on July 21, 2023

• goeasy Ltd. (GSY $35.02)
  • $35.02 P/E (TTM): 3.62X Cap: $653M
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• Exchange Income Corporation (EIF $98.91)
  • $98.91 P/E (TTM): 34.04X Cap: $5.70B
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• WELL Health Technologies Corp. (WELL $4.08)
  • $4.08 Cap: $1.05B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $5M
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• Docebo Inc. (DCBO $26.79)
  • $26.79 P/E (TTM): 13.76X Cap: $881M
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• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 99.71X Cap: $6.42B
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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

Upvote 0

Read Answer Asked by Derek on July 21, 2023

• Xylem Inc. New (XYL $120.02)
  • $120.02 P/E (TTM): 31.3X Cap: $29.74B
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• American Water Works Company Inc. (AWK $138.25)
  • $138.25 P/E (TTM): 23.35X Cap: $26.22B
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• Invesco Water Resources ETF (PHO $67.15)
  • $67.15 P/E (TTM): 28.12X Cap: $2.04B
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• Invesco S&P Global Water Index ETF (CGW $63.85)
  • $63.85 P/E (TTM): 30.82X Cap: $1.01B
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• First Trust Water ETF (FIW $104.17)
  • $104.17 P/E (TTM): 21.35X Cap: $1.84B
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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

Upvote 0

Read Answer Asked by Barbara on July 21, 2023

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

Upvote 0

Read Answer Asked by don on July 21, 2023

• PIMCO Dynamic Income Fund (PDI $17.59)
  • $17.59 Cap: $4.27B
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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?

Upvote 0

Read Answer Asked by Randy on July 21, 2023

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.71X Cap: $4.52T
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• Super Micro Computer Inc. (SMCI $30.90)
  • $30.90 P/E (TTM): 23.38X Cap: $19.04B
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• C3.ai Inc. Class A (AI $8.87)
  • $8.87 Cap: $1.30B
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• Recursion Pharmaceuticals Inc. (RXRX $3.29)
  • $3.29 Cap: $1.81B
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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

Upvote 0

Read Answer Asked by Bill on July 21, 2023

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 37.57X Cap: $864M
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Q: IS ECN a reasonably attractive tax loss sale?

Upvote 0

Read Answer Asked by Claus on July 21, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.28)
  • $18.28 P/E (TTM): 5.13X Cap: $813M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.76)
  • $22.76 Cap: $6.93B
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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.

Upvote 0

Read Answer Asked by Helen on July 21, 2023

• BCE Inc. (BCE $35.03)
  • $35.03 P/E (TTM): 5.39X Cap: $32.81B
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• TELUS Corporation (T $18.00)
  • $18.00 P/E (TTM): 25.86X Cap: $28.16B
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• Laurentian Bank of Canada (LB $40.16)
  • $40.16 P/E (TTM): 26.87X Cap: $1.79B
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• Ivanhoe Electric Inc. (IE $17.49)
  • $17.49 Cap: $2.79B
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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

Upvote 0

Read Answer Asked by umedali on July 21, 2023

• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 68.89X Cap: $57.21B
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• Descartes Systems Group Inc. (The) (DSG $98.09)
  • $98.09 P/E (TTM): 41.47X Cap: $8.06B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
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• TerraVest Industries Inc. (TVK $137.28)
  • $137.28 Cap: $3.08B
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• Chemed Corp (CHE $399.55)
  • $399.55 P/E (TTM): 21.79X Cap: $5.54B
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• Credit Acceptance Corporation (CACC $494.00)
  • $494.00 P/E (TTM): 13.67X Cap: $5.37B
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• Casella Waste Systems Inc. (CWST $90.68)
  • $90.68 P/E (TTM): 743.08X Cap: $5.60B
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• GFL Environmental Inc. subordinate voting shares (GFL $58.95)
  • $58.95 P/E (TTM): 6.06X Cap: $21.15B
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• RCI Hospitality Holdings Inc. (RICK $21.53)
  • $21.53 P/E (TTM): 11.63X Cap: $208M
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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

Upvote 0

Read Answer Asked by Adam on July 21, 2023

• ProShares Short S&P500 -1x Shares (SH $37.25)
  • $37.25 Cap: $1.14B
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Q: What are your top short ETFs for both US and Canada?

Upvote 0

Read Answer Asked by Linda on July 21, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Exchange Income Corporation (EIF $98.91)
  • $98.91 P/E (TTM): 34.04X Cap: $5.70B
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Q: Do TCN and EIF have DRIPS? If yes do they offer a discount?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on July 21, 2023

• ASML Holding N.V. (ASML $1,351.58)
  • $1,351.58 P/E (TTM): 60.55X Cap: $534.45B
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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 $479.27)
  • $479.27 P/E (TTM): 61.73X Cap: $175.03B
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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.

Upvote 0

Read Answer Asked by Mark on July 21, 2023

• Sangoma Technologies Corporation (STC $6.16)
  • $6.16 Cap: $206M
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Q: Would you buy this stock for long term at current price?

Upvote 0

Read Answer Asked by James on July 21, 2023

• Cameco Corporation (CCO $157.15)
  • $157.15 P/E (TTM): 134.8X Cap: $68.26B
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• Albemarle Corporation (ALB $163.89)
  • $163.89 Cap: $19.79B
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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