Investment Q&A

• Artis Real Estate Investment Trust (AX.UN $7.40)
  • $7.40 Cap: $712M
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Q: Hi 5i Guys,
According to Morningstar, AX.UN has 0-Sells, 4-Holds and 1-Buy.

Div is very attractive at 8.37%. In your opinion, is it safe?

There was some thought that it might be bought because it's 'cheap'. Anything happening on this front that you know about?

Do you think AX.UN is a Buy/Sell/Hold. If it's as Sell what would be a good candidate to replace it?

Thanks as always for your thoughts.

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Read Answer Asked by Thomas on July 28, 2023

• Horizons Absolute Return Global Currency ETF (HARC $24.08)
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Q: Your opinion on this fund, now 64 millions ? Thanks.

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Read Answer Asked by Martin on July 28, 2023

• S&P/TSX Composite Index (TSX $27,761.27)
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• iShares MSCI China ETF (MCHI $58.03)
  • $58.03 P/E (TTM): 4.1X Cap: $7.12B
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Q: My question is really about CSI300....which is looks undervalued compared to S&P...why so undervalued and what top 10 large cap Chinese companies ( maybe a EFT?) should i be buying if and when a rebound occurs?

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Read Answer Asked by adam on July 28, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Athabasca Oil Corporation (ATH $5.63)
  • $5.63 P/E (TTM): 6.43X Cap: $2.90B
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• Tamarack Valley Energy Ltd. (TVE $5.30)
  • $5.30 P/E (TTM): 11.4X Cap: $2.70B
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Q: Hi All of these are down over 4% even though earnings look ok. Am I missing something? are any of them sells or buy more?

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Read Answer Asked by hal on July 28, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $36.73)
  • $36.73 P/E (TTM): 11.83X Cap: $754M
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Q: Is the potential capital gain on ZBK workable with a 3 year hold. How long would you suggest to build a position with dollar cost averaging? Thank you

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Read Answer Asked by Richard on July 28, 2023

Q: Should I purchase ESRT as a recovery. When you go to New York you have to go to top of empire State Building a tourist destination. I understand a 90 % occupancy now Is it prestige address RAK

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Read Answer Asked by bob on July 28, 2023

Q: MBGYY

Looks cheap. Number of wealthy people in the World is increasing. Will they buy a Mercedes is the key. Your thoughts please RAK

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Read Answer Asked by bob on July 28, 2023

• Laurentian Bank of Canada (LB $30.50)
  • $30.50 P/E (TTM): 13.46X Cap: $1.34B
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Q: I see some analysts anticipating LB still has 25-40% upside from here. What do you anticipate the outcome of the strategic review to be? Do you see any regulatory hurdles from Quebec or elsewhere in an acquisition.

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Read Answer Asked by Husseinali on July 28, 2023

• Roku Inc. (ROKU $82.28)
  • $82.28 Cap: $12.24B
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Q: Hi 5i!

Can you comment Roku earnings and forecast?

Thanks,

Frank

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Read Answer Asked by Francois on July 28, 2023

• C&J Energy Services Inc. (CJ $7.36)
  • $7.36 Cap: $485M
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Q: Kindly comment on the CJ 2023 second quarter results and the forward guidance. Thanks.

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Read Answer Asked by Victor on July 28, 2023

• Baytex Energy Corp. (BTE $2.79)
  • $2.79 P/E (TTM): 6.15X Cap: $2.18B
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Q: Baytex recently reported: 2nd quarter. Just your thoughts on their results. As always, thanks.
Robert

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Read Answer Asked by robert on July 28, 2023

• Hudbay Minerals Inc. (HBM $13.11)
  • $13.11 P/E (TTM): 24.27X Cap: $5.09B
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Q: Peter; How significant is the extension of the ore body by HBM? Thanks
Rod

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Read Answer Asked by Rodney on July 28, 2023

• Enphase Energy Inc. (ENPH $32.38)
  • $32.38 P/E (TTM): 27.62X Cap: $4.15B
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Q: Enphase ENPH - Buy / Sell / Hold?

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Read Answer Asked by Gooding on July 28, 2023

• Pacer US Cash Cows 100 ETF (COWZ $55.57)
  • $55.57 P/E (TTM): 34.92X Cap: $19.65B
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Q: How do you guys think about an ETF like this that uses FCF as its screener ? Is this just another fad to avoid ?

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Read Answer Asked by Robbie on July 28, 2023

• Meta Platforms Inc. (META $764.90)
  • $764.90 P/E (TTM): 30.18X Cap: $1.91T
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• Alphabet Inc. (GOOG $201.44)
  • $201.44 P/E (TTM): 21.98X Cap: $2.38T
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.20)
  • $28.20 P/E (TTM): 21.52X Cap: $680M
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• TerraVest Industries Inc. (TVK $159.86)
  • $159.86 P/E (TTM): 39.38X Cap: $3.09B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $131.68)
  • $131.68 P/E (TTM): 19.01X Cap: $1.57B
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• The Trade Desk Inc. (TTD $54.46)
  • $54.46 P/E (TTM): 109.24X Cap: $43.40B
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• illumin Holdings Inc. (ILLM $1.59)
  • $1.59 Cap: $86M
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Q: I have this in my TSFA account. Should I sell it? If so what stock should I replace it with?

Thanks

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Read Answer Asked by Linda on July 27, 2023

Q: Does copper have more room to run?

Carl

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Read Answer Asked by Carl on July 27, 2023

Q: hi,
of the equites in the 5i model growth portfolio as of June 30, 2023 that are down 50% or more from inception ( ie in the portfolio ), are they all still recommended? buy/hold/sell? are you able to rank them in regards to which you think will perform better going forward at least 1 year? and, do you like any other CDN growth equites right now more than some that you have in the growth portfolio right now?
cheers, chris

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Read Answer Asked by chris on July 27, 2023

• Miscellaneous (MISC)
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Q: For over 12 months ending June the number of TSX 52 week lows exceeded the 52 week highs.
I notice that all 3 business days this week the number of 52 week highs have have exceeded the 52 week lows
In your opinion could this be a further sign that the TSX is entering a bull market phase.?

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Read Answer Asked by Terry on July 27, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $72.45)
  • $72.45 P/E (TTM): 36.64X Cap: $8.35B
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Q: In an earlier question asking whether it would be wise to buy atz now, you said you would hold if you owned it or wait till the dust settles, if you don’t. I have been thinking about taking a tax loss on it. The idea was to buy it in my rif, wait one month and then sell it in my non registered account. A lot can happen in a month, though, and i hesitate, wondering whether i should buy a place holder. I am a bit leery of Canada Goose, though. Perhaps i don’t even have to be in that sector for a place holder. Wondering about your thoughts on this?
Thanks as always

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Read Answer Asked by joseph on July 27, 2023

• BMO Covered Call Utilities ETF (ZWU $11.28)
  • $11.28 P/E (TTM): 47.01X Cap: $1.86B
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Q: Hi,

Do you think now is a good entry point for a long term hold on ZBU - or in your opinion it would be better to wait until rates start to decline?

Thanks as always for your advice.

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Read Answer Asked by Brad on July 27, 2023