Investment Q&A

• Definity Financial Corporation (DFY $73.47)
  • $73.47 P/E (TTM): 20.66X Cap: $8.51B
  • View DFY Profile
  • View Questions on DFY

Q: Hi 5i, tiss the season, pls opine on quarter results, forward guidance, and any revisions to consensus FY24 and F25. Thx.

Upvote 4

Read Answer Asked by Christopher on May 10, 2024

• Pan American Silver Corp. (PAAS $42.73)
  • $42.73 P/E (TTM): 33.68X Cap: $14.71B
  • View PAAS Profile
  • View Questions on PAAS

Q: Your opinion on PAAS after the results please? Buy/Sell/Hold. Thanks.

Upvote 1

Read Answer Asked by Charles on May 10, 2024

• Medicenna Therapeutics Corp. (MDNA $0.99)
  • $0.99 Cap: $81M
  • View MDNA Profile
  • View Questions on MDNA
• Sweetgreen Inc. Class A (SG $12.44)
  • $12.44 Cap: $1.46B
  • View SG Profile
  • View Questions on SG

Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on May 10, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.83)
  • $128.83 P/E (TTM): 19.09X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 18.35X Cap: $1.39B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: 1) Is Propel Holdings a buy at present price?
2) Which is a better buy: Propel Holdings or Hammond Power?

Always appreciate your service.

Thank you

Howard

Upvote 21

Read Answer Asked by Howard on May 10, 2024

• Dollarama Inc. (DOL $192.90)
  • $192.90 P/E (TTM): 44.0X Cap: $53.78B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.75)
  • $169.75 P/E (TTM): 17.11X Cap: $10.21B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Hi folks,
I currently hold CTC.A in my TFSA and just breaking even. I am thinking of switching to DOL. May I have your opinion as to which company you think would have the best growth profile going forward.
Thanks

Upvote 3

Read Answer Asked by JOHN on May 10, 2024

• Monster Beverage Corporation (MNST $60.68)
  • $60.68 P/E (TTM): 38.84X Cap: $58.02B
  • View MNST Profile
  • View Questions on MNST
• PepsiCo Inc. (PEP $143.32)
  • $143.32 P/E (TTM): 20.51X Cap: $192.76B
  • View PEP Profile
  • View Questions on PEP
• Celsius Holdings Inc. (CELH $50.15)
  • $50.15 P/E (TTM): 129.52X Cap: $11.01B
  • View CELH Profile
  • View Questions on CELH

Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Upvote 9

Read Answer Asked by ANTONY on May 10, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.07)
  • $12.07 P/E (TTM): 27.37X Cap: $3.48B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Comments on the quarter?

Upvote 3

Read Answer Asked by Kelly on May 10, 2024

• Arm Holdings plc (ARM $135.50)
  • $135.50 P/E (TTM): 182.97X Cap: $144.18B
  • View ARM Profile
  • View Questions on ARM

Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Upvote 2

Read Answer Asked by jim on May 09, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $90.34)
  • $90.34 P/E (TTM): 241.4X Cap: $153B
  • View BN Profile
  • View Questions on BN

Q: Hi 5i, could I have your opinion on their 1st quarter results just released this morning, and forward concensus of FY24 and FY25 eps. Thx as usual!

Upvote 15

Read Answer Asked by Christopher on May 09, 2024

• Pine Cliff Energy Ltd. (PNE $0.65)
  • $0.65 Cap: $238M
  • View PNE Profile
  • View Questions on PNE
• Dundee Precious Metals Inc. (DPM $24.32)
  • $24.32 P/E (TTM): 13.08X Cap: $4B
  • View DPM Profile
  • View Questions on DPM

Q: Hello
Your thoughts on earnings for these two please. Hold em?

Upvote 4

Read Answer Asked by Dave on May 09, 2024

• iShares S&P/TSX Capped Financials Index ETF (XFN $65.81)
  • $65.81 P/E (TTM): 2.69X Cap: $1.68B
  • View XFN Profile
  • View Questions on XFN
• BMO Equal Weight Utilities Index ETF (ZUT $24.55)
  • $24.55 P/E (TTM): 38.82X Cap: $724M
  • View ZUT Profile
  • View Questions on ZUT

Q: I've got 5 years left before retirement, and I want to slowly roll my RRSP from equities to etf's over the 5 years. This year I'd like to buy a few that will have growth over the coming 5 years, thinking of beaten-up sectors like telco's and banks - do you think they have a runway for a 5-year plus hold (also thinking they have a good dividend, jumping in now), and what which etf's would you suggest if you agree with these sectors, or in other sectors. Thanks!

Upvote 5

Read Answer Asked by Kim on May 09, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.07)
  • $5.07 Cap: $1.34B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: What is your assessment of TIXT latest earnings. Why is there such a strong negative market reaction?

Upvote 4

Read Answer Asked by Irwin on May 09, 2024

• Sylogist Ltd. (SYZ $9.21)
  • $9.21 Cap: $216M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Thoughts on the quarter please?

Upvote 3

Read Answer Asked by blake on May 09, 2024

• Sylogist Ltd. (SYZ $9.21)
  • $9.21 Cap: $216M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Of the covered call funds which ones do you like the best? Canadian only.thanks Larry

Upvote 1

Read Answer Asked by Larry on May 09, 2024

• Medical Properties Trust Inc. (MPW $4.21)
  • $4.21 Cap: $2.49B
  • View MPW Profile
  • View Questions on MPW

Q: thoughts on earnings

Upvote 1

Read Answer Asked by cliff on May 09, 2024

• WSP Global Inc. (WSP $274.90)
  • $274.90 P/E (TTM): 52.11X Cap: $37.12B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Could I please have your comments on WSP quarterly results?

Thanks

Dave.

Upvote 7

Read Answer Asked by David on May 09, 2024

• Hamilton Enhanced U.S. Covered Call ETF (HYLD.U $14.40)
  • $14.40 P/E (TTM): 65.57X Cap: $63M
  • View HYLD.U Profile
  • View Questions on HYLD.U

Q: In my taxed investment account I’m looking to increase my USD monthly income. I have Canadian banks, utilities, telecoms in USD so I receive their dividends in USD’s. What do you think about adding a covered call like HYLD.u or other? (prefer to avoid withholding tax). Thx!

Upvote 4

Read Answer Asked by Dan on May 09, 2024

• Saturn Oil & Gas Inc. (SOIL $2.60)
  • $2.60 P/E (TTM): 2.92X Cap: $500M
  • View SOIL Profile
  • View Questions on SOIL

Q: How do view Saturn Oil and Gas right now with the stock trading near a 52 week low and the company announcing an accretive asset acquisition in Sask?

(I'm thinking they bought up the CPG divested assets that were also just announced?)

A $100MLN bought deal was announced in the same release but I didn't catch the price/share??

Thnx
Dave

Upvote 1

Read Answer Asked by David on May 09, 2024

• Celsius Holdings Inc. (CELH $50.15)
  • $50.15 P/E (TTM): 129.52X Cap: $11.01B
  • View CELH Profile
  • View Questions on CELH

Q: Hey thanks for suggesting this name - I bought it yesterday when it fell and boy is it ripping today. Looks like a future Monster Beverage type of stock. Thanks.

Upvote 4

Read Answer Asked by Jason on May 09, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.71)
  • $205.71 P/E (TTM): 104.82X Cap: $276.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Regarding SHOP's recent earning report, Stockwatch website has a title of "Shopify loses $273-million (U.S.) in Q1 instead of EPS of 20c. Could you please elaborate their earnings a bit to understand? Thanks

Upvote 3

Read Answer Asked by Lin on May 09, 2024