Investment Q&A

• Bank of Nova Scotia (The) (BNS $105.75)
  • $105.75 P/E (TTM): 25.98X Cap: $131.29B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $70.55)
  • $70.55 P/E (TTM): 26.98X Cap: $153.94B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $90.84)
  • $90.84 P/E (TTM): 22.71X Cap: $50.31B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $76.99)
  • $76.99 P/E (TTM): 22.06X Cap: $39.06B
  • View FTS Profile
  • View Questions on FTS
• Restaurant Brands International Inc. (QSR $94.20)
  • $94.20 P/E (TTM): 24.58X Cap: $42.82B
  • View QSR Profile
  • View Questions on QSR
• WSP Global Inc. (WSP $229.50)
  • $229.50 P/E (TTM): 34.33X Cap: $29.97B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TMX Group Limited (X $46.11)
  • $46.11 P/E (TTM): 30.95X Cap: $12.82B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $201.38)
  • $201.38 P/E (TTM): 33.18X Cap: $16.40B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
  • $13.30 P/E (TTM): 35.95X Cap: $3.89B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
  • $69.20 P/E (TTM): 32.26X Cap: $111.46B
  • View BAM Profile
  • View Questions on BAM

Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B

Upvote 0

Read Answer Asked by Mike on May 11, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $11.00)
  • $11.00 Cap: $2.19B
  • View DNTL Profile
  • View Questions on DNTL

Q: Why the drop? Keep or sell?

Upvote 0

Read Answer Asked by Ross on May 11, 2023

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X
  • View LTHM Profile
  • View Questions on LTHM

Q: the merger between livent and allkem.
what is your opinion and do you think there might be another bidder and who would it be for if so ake or lthm. dave

Upvote 0

Read Answer Asked by david on May 11, 2023

• Toronto-Dominion Bank (The) (TD $132.79)
  • $132.79 P/E (TTM): 11.35X Cap: $226.69B
  • View TD Profile
  • View Questions on TD
• Pason Systems Inc. (PSI $12.75)
  • $12.75 P/E (TTM): 16.33X Cap: $994M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• Precision Drilling Corporation (PD $120.71)
  • $120.71 P/E (TTM): 31.6X Cap: $1.60B
  • View PD Profile
  • View Questions on PD
• Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
  • $127.25 Cap: $14.68B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Champion Iron Limited Ordinary Shares (CIA $5.03)
  • $5.03 P/E (TTM): 14.17X Cap: $2.68B
  • View CIA Profile
  • View Questions on CIA
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.02)
  • $17.02 P/E (TTM): 94.56X Cap: $1.65B
  • View GOOS Profile
  • View Questions on GOOS
• Trisura Group Ltd. (TSU $46.55)
  • $46.55 P/E (TTM): 18.25X Cap: $2.21B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
  • View STLC Profile
  • View Questions on STLC

Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

Upvote 0

Read Answer Asked by Nizar on May 11, 2023

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Kelt Exploration Ltd. (KEL $8.53)
  • $8.53 P/E (TTM): 30.46X Cap: $1.70B
  • View KEL Profile
  • View Questions on KEL
• Savaria Corporation (SIS $25.71)
  • $25.71 P/E (TTM): 29.9X Cap: $1.84B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Acadian Timber Corp. (ADN $16.79)
  • $16.79 P/E (TTM): 6.38X Cap: $309M
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN
• goeasy Ltd. (GSY $117.50)
  • $117.50 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
  • $13.30 P/E (TTM): 35.95X Cap: $3.89B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• EQB Inc. (EQB $118.80)
  • $118.80 P/E (TTM): 17.92X Cap: $4.46B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
  • $127.25 Cap: $14.68B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• WELL Health Technologies Corp. (WELL $3.98)
  • $3.98 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Upvote 0

Read Answer Asked by Murray on May 11, 2023

• Savaria Corporation (SIS $25.71)
  • $25.71 P/E (TTM): 29.9X Cap: $1.84B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

Upvote 0

Read Answer Asked by Mary on May 11, 2023

• Exchange Income Corporation (EIF $101.54)
  • $101.54 P/E (TTM): 37.61X Cap: $5.51B
  • View EIF Profile
  • View Questions on EIF

Q: Did they beat last year’s quarter on all metrics except for free cash flow per share less capital expenditures?
How significant is the $.44 this year v $.50 last year

Upvote 0

Read Answer Asked by Alan on May 11, 2023

• Apple Inc. (AAPL $264.58)
  • $264.58 P/E (TTM): 33.49X Cap: $3.88T
  • View AAPL Profile
  • View Questions on AAPL
• Microsoft Corporation (MSFT $397.23)
  • $397.23 P/E (TTM): 24.84X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• State Street SPDR S&P 500 ETF Trust (SPY $689.43)
  • $689.43 P/E (TTM): 26.17X Cap: $710.44B
  • View SPY Profile
  • View Questions on SPY
• Vanguard Total Stock Market ETF (VTI $340.27)
  • $340.27 P/E (TTM): 25.7X Cap: $577B
  • View VTI Profile
  • View Questions on VTI
• RBC U.S. Dividend Fund Series A (RBF590 $40.07)
  • $40.07 P/E (TTM): 18.4X
  • View RBF590 Profile
  • View Questions on RBF590

Q: What do you think about this fund?

Upvote 0

Read Answer Asked by David M. on May 11, 2023

Q: I’m in my mid 30’s and typically have just about all my net worth in equities. I’ve recently moved to nearly a 40% weight in high interest etfs (PSA etc) paying over 4% to park cash in what I think is a pretty crummy outlook for the economy mid term. Do you think I’m being overly pessimistic

Upvote 0

Read Answer Asked by Scott on May 11, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Do you think they should institute another share buyback program. They did when shares were averaging 5 dollars. At 2.70 it seems like a 2 for 1 super sale.

Upvote 0

Read Answer Asked by Steve on May 11, 2023

• Manulife Financial Corporation (MFC $50.16)
  • $50.16 P/E (TTM): 15.77X Cap: $84.10B
  • View MFC Profile
  • View Questions on MFC
• Intact Financial Corporation (IFC $261.96)
  • $261.96 P/E (TTM): 18.96X Cap: $46.51B
  • View IFC Profile
  • View Questions on IFC

Q: I'm thinking of swapping out Manulife Financial for Intact Financial as IFC apepars to provide an opportunity for a higher total return overall. Thoughts on this swap or not?

Upvote 0

Read Answer Asked by Gerry on May 11, 2023

Q: I have an offer to purchase Meridian credit union Class A Shares. I realize that this is a little off base but any of your impute would be appreciated. Thanks, James

Upvote 0

Read Answer Asked by JAMES on May 11, 2023

• PayPal Holdings Inc. (PYPL $41.65)
  • $41.65 P/E (TTM): 7.7X Cap: $38.34B
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Hello 5I.
I won both of PYPl and Sq. Which would you get rid of if you had to. And long term do you see these much higher?
Thanks

Upvote 0

Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $41.65)
  • $41.65 P/E (TTM): 7.7X Cap: $38.34B
  • View PYPL Profile
  • View Questions on PYPL

Q: You thoughts on earnings. Was the reaction overdone?

Upvote 0

Read Answer Asked by Theodore on May 11, 2023

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.77)
  • $11.77 P/E (TTM): 6.67X Cap: $755M
  • View ENCC Profile
  • View Questions on ENCC

Q: What is your perspective on this ETF for income in current environment - with regards to safety and risk?
Do you believe that gas and oil has bottomed out?

Upvote 0

Read Answer Asked by Catherine on May 11, 2023

• Quarterhill Inc. (QTRH $1.00)
  • $1.00 Cap: $117M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: how do you view the latest earnings? on the surface they seem poor given the lumpiness of their Wi-Lan division. With a search for a new CEO on, and dividend cut, things don't look so good but I do see a healthy $500 million backlog in their electronic road tolling division. I would consider this a hold esp given their $57 million cash on hand. What is your opinion?

Upvote 0

Read Answer Asked by Neelesh on May 11, 2023

• Propel Holdings Inc. (PRL $21.80)
  • $21.80 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: With this earnings release I am temped to buy shares in PRL. Can you sift through the release; growth, ROE, valuation. Is it closer to a buy in your view?

Upvote 0

Read Answer Asked by Harry on May 11, 2023

• Propel Holdings Inc. (PRL $21.80)
  • $21.80 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hello 5i Team,
I'm wondering your thoughts on Propel's recent quarter, entrance into the Canadian market and dividend increase?
Thank you
Brent

Upvote 0

Read Answer Asked by Brent on May 11, 2023

• Airbnb Inc. (ABNB $127.89)
  • $127.89 P/E (TTM): 30.52X Cap: $78.72B
  • View ABNB Profile
  • View Questions on ABNB

Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

Upvote 0

Read Answer Asked by Shane on May 11, 2023

• Babylon Holdings Limited Class A (BBLN)
  • Cap: $16M
  • View BBLN Profile
  • View Questions on BBLN

Q: If I read the news correctly, BBLN crashed today on news they are planning to go private. What does this mean for me as a shareholder? Should I sell now and take my lumps, or is there as chance it will bounce back a bit?

Upvote 0

Read Answer Asked by Donald on May 11, 2023