Investment Q&A

• J.B. Hunt Transport Services Inc. (JBHT $196.76)
  • $196.76 P/E (TTM): 34.25X Cap: $18.86B
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• Knight-Swift Transportation Holdings Inc. (KNX $53.45)
  • $53.45 P/E (TTM): 60.45X Cap: $8.36B
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• Landstar System Inc. (LSTR $144.57)
  • $144.57 P/E (TTM): 37.43X Cap: $5.10B
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Q: Peter; With the impending rail strike in the US are there any opportunities you see there - or here ? Thanks . Rod

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Read Answer Asked by Rodney on November 22, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: CTS .. what is happening ... why the large volume sell off . should i add or sell

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Read Answer Asked by Bob on November 22, 2022

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.57)
  • $17.57 P/E (TTM): 29.63X Cap: $8.02B
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Q: What is your opinion of Virtus Infracap U.S. Preferred Stock ETF? How does it stack up, from your perspective, to QYLD?

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Read Answer Asked by David on November 22, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.99)
  • $5.99 P/E (TTM): 23.88X Cap: $638M
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Q: Hi is there much of a sort position on this stock? Thanks a lot

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Read Answer Asked by Alan on November 22, 2022

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.40)
  • $16.40 Cap: $2.23B
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• Anaergia Inc. (ANRG $2.70)
  • $2.70 Cap: $459M
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Q: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.

ANRG and LSPD are at all time lows. So you're selling at the lows.

Prmw is bullish and moving higher and is near its high and you're selling that as well.

What happened to run with the winners and sell the losers (not at their low)?

Sheldon

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Read Answer Asked by Sheldon on November 22, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $123.70)
  • $123.70 P/E (TTM): 1050.3X Cap: $10.32B
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Q: Have both in my TFSA .TOI with a loss of 34% and NVEI with a 68% and have 3 times the dollar amount in TOI. Want to free up some money and wondering what to sell.
Thanks!

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Read Answer Asked by Bonnie on November 22, 2022

• Ampco-Pittsburgh Corporation (AP $3.60)
  • $3.60 Cap: $73M
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Q: Peter and His Wonder Team
AP is a small family owned steel company in Pittsburg and usually only trades a few thousand ...10-50 daily. Today they had traded 48,000 and at the bell 1.8 million went through. I am perplexed. Can you give me any idea about this...bad news, multiple sellers, institutional seller or just one large retail order. Any opinion would be helpful...I do not own the stock but have been following its down turn and have been considering buying at a good price. Thanks as always!

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Read Answer Asked by Ernest on November 22, 2022

• International Petroleum Corporation (IPCO $23.60)
  • $23.60 P/E (TTM): 64.64X Cap: $2.64B
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Q: Hello Peter,
What is your outlook for Oil the next 6 months, in the context of a slowing demand and Russian supplies to China and India? Would you consider one of the best stocks to get into after a pullback last few days?
Appreciate your comments as always.
Regards.
Rajiv

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Read Answer Asked by Rajiv on November 22, 2022

• Canadian National Railway Company (CNR $133.42)
  • $133.42 P/E (TTM): 18.38X Cap: $82.12B
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• Loblaw Companies Limited (L $61.61)
  • $61.61 P/E (TTM): 7.62X Cap: $73.64B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.03)
  • $170.03 P/E (TTM): 17.74X Cap: $12.52B
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• WSP Global Inc. (WSP $245.45)
  • $245.45 P/E (TTM): 36.14X Cap: $32.05B
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• Enghouse Systems Limited (ENGH $20.94)
  • $20.94 P/E (TTM): 14.78X Cap: $1.14B
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• Magna International Inc. (MG $72.66)
  • $72.66 P/E (TTM): 14.31X Cap: $20.47B
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• Alimentation Couche-Tard Inc. (ATD $72.77)
  • $72.77 P/E (TTM): 19.3X Cap: $67.36B
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• Nutrien Ltd. (NTR $85.00)
  • $85.00 P/E (TTM): 50.29X Cap: $41.08B
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Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

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Read Answer Asked by DAVID on November 22, 2022

Q: In the current bond market environment with raising interest rates how money markets funds will behave? Will they also increase to some degree? What is your opinion? I switched my bonds assets to money market funds when the bonds were tanking and this move stabilized the fixed asset part of my portfolio.
Thank you
Miroslaw

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Read Answer Asked by Miroslaw on November 22, 2022

Q: Which Canadian large cap stocks would you consider as being also a global stocks and profitable at this time? Are any of these would be investable at this time due to all world markets decline?
Thank you for your opinion in this matter.
Miroslaw

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Read Answer Asked by Miroslaw on November 22, 2022

• Sylogist Ltd. (SYZ $5.54)
  • $5.54 Cap: $129M
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Q: I am interested in you Portfolio Change advice to sell the full position in Sylogist.

Would you consider that it has fallen in accordance to its current value?

Do you believe that the current price is not a “over-swing” of the pendulum?

Would your advice apply to both registered and non-registered holdings?

Do you see further downside to SYZ, or a shift in investment rationale and performance?

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Read Answer Asked by Danny on November 22, 2022

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.13)
  • $5.13 Cap: $1.28B
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Q: Good Morning,

With the recent poor performance of NWH.UN is there any concern with the safety of the distribution?

Thanks much.

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Read Answer Asked by Dave on November 22, 2022

• Peyto Exploration & Development Corp. (PEY $21.76)
  • $21.76 P/E (TTM): 12.47X Cap: $4.37B
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Q: How does this stock compare to others in its sector? When specifically comparing others in its sector, what are the potential risks associated with this stock?

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Read Answer Asked by Mark on November 22, 2022

• Amazon.com Inc. (AMZN $222.56)
  • $222.56 P/E (TTM): 31.43X Cap: $2.37T
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• Costco Wholesale Corporation (COST $860.39)
  • $860.39 P/E (TTM): 61.78X Cap: $381.30B
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• Walmart Inc. (WMT $115.42)
  • $115.42 Cap: $919.91B
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Q: I’m having a hard time deciding between these two companies. Which one would be a better buy today for a long term hold and your thoughts on why. Thanks

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Read Answer Asked by Cheryl on November 21, 2022

• InterRent Real Estate Investment Trust (IIP.UN $13.20)
  • $13.20 Cap: $1.84B
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Q: Can you please comment on IIP.UN most recent quarterly resorts. How does it compare to CAR.UN from a valuation perspective?

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Read Answer Asked by Matthew on November 21, 2022

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.95)
  • $10.95 Cap: $2.18B
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Q: I am curious to hear your take on the announcement today. It has me confused as to their motivation.

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Read Answer Asked by Edgar on November 21, 2022

• BBTV Holdings Inc. Subordinate Voting Shares (BBTV $0.37)
  • $0.37 Cap: $8M
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Q: Please comments on Bbtv, any future for this company, sell or hold?, thanks

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Read Answer Asked by Hue on November 21, 2022

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $11.50)
  • $11.50 Cap: $1.32B
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Q: Could you offer your analysis and outlook on KRP:US? Holding some TPZ, I am intrigued by the royalty model and this company's strong but variable dividend.

Many thanks.

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Read Answer Asked by David C. on November 21, 2022

• Simplify Managed Futures Strategy ETF (CTA $27.03)
  • $27.03 Cap: $1.10B
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Q: I came across this etf, CTA, that follows a trend following strategy. What are your thoughts on this? Is it a good way to diversify one's portfolio from both bonds and equities?

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Read Answer Asked by Steven on November 21, 2022