Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $65.55)
  • $65.55 P/E (TTM): 11.15X Cap: $3.47B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.44)
  • $13.44 P/E (TTM): 35.95X Cap: $3.93B
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Q: Was thinking of selling Boardwalk Reit, what would options to potential replace it within REIT space?

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Read Answer Asked by Maurice on August 02, 2023

• Lithium Americas Corp. (LAC $6.26)
  • $6.26 Cap: $1.89B
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• American Lithium Corp. (LI $0.69)
  • $0.69 Cap: $219M
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Q: Can you provide any update information on LI. It was looking good in Jan./23 but has fallen . Is it a hold or can you compare it to LAC.

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Read Answer Asked by John on August 02, 2023

• Vanguard Balanced ETF Portfolio (VBAL $38.09)
  • $38.09 P/E (TTM): 6.89X Cap: $4.84B
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Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom

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Read Answer Asked by Tom on August 02, 2023

• ON Semiconductor Corporation (ON $69.47)
  • $69.47 P/E (TTM): 238.31X Cap: $27.37B
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Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

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Read Answer Asked by Marco on August 02, 2023

• Total Energy Services Inc. (TOT $18.23)
  • $18.23 P/E (TTM): 10.91X Cap: $677M
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Q: For a one or two percent short term speculative play---what can you say about Total Energy---- TOT---- to use the possible energy wave for a little ride?

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Read Answer Asked by joe on August 02, 2023

• Atkore Inc. (ATKR $65.15)
  • $65.15 Cap: $2.26B
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Q: Good day everyone your thoughts on ATKR
Thanks

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Read Answer Asked by George on August 02, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.51)
  • $36.51 P/E (TTM): 20.59X Cap: $859M
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• TerraVest Industries Inc. (TVK $157.51)
  • $157.51 Cap: $3.41B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $203.29)
  • $203.29 P/E (TTM): 31.68X Cap: $2.42B
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Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.

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Read Answer Asked by Ken on August 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $123.97)
  • $123.97 Cap: $14.30B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.7X Cap: $864M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $88.56)
  • $88.56 P/E (TTM): 747.98X Cap: $7.40B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

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Read Answer Asked by Chris on August 02, 2023

• PPL Corporation (PPL $37.26)
  • $37.26 P/E (TTM): 25.3X Cap: $27.99B
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• Southern Company (The) (SO $95.18)
  • $95.18 P/E (TTM): 24.06X Cap: $106.54B
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• Fortis Inc. (FTS $78.24)
  • $78.24 P/E (TTM): 22.06X Cap: $39.69B
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• Hydro One Limited (H $57.64)
  • $57.64 P/E (TTM): 26.15X Cap: $34.57B
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• Atmos Energy Corporation (ATO $181.72)
  • $181.72 P/E (TTM): 23.59X Cap: $29.46B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.02)
  • $59.02 Cap: $19.96B
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Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

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Read Answer Asked by Keith on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.65)
  • $65.65 P/E (TTM): 32.26X Cap: $105.74B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• 1CM Inc. (EPIC $0.19)
  • $0.19 Cap: $21M
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Q: Hi Guys,

Thoughts on this company?

Thanks,

Jim

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Read Answer Asked by jim on August 01, 2023

• SoFi Technologies Inc. (SOFI $18.22)
  • $18.22 P/E (TTM): 33.96X Cap: $22.94B
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Q: Hi, Could you please comment on SOFI earnings. Thank you

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Read Answer Asked by francis on August 01, 2023

• goeasy Ltd. (GSY $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.74B
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• Topicus.com Inc. (TOI $88.56)
  • $88.56 P/E (TTM): 747.98X Cap: $7.40B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Alphabet Inc. (GOOG $311.69)
  • $311.69 P/E (TTM): 29.13X Cap: $3.81T
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• Eli Lilly and Company (LLY $1,058.56)
  • $1,058.56 P/E (TTM): 43.99X Cap: $998.60B
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• United Rentals Inc. (URI $882.70)
  • $882.70 P/E (TTM): 23.55X Cap: $55.60B
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• Berkshire Hathaway Inc. (BRK.B $494.09)
  • $494.09 P/E (TTM): 15.93X Cap: $1.07T
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Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR

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Read Answer Asked by John on August 01, 2023

• Mullen Group Ltd. (MTL $16.98)
  • $16.98 P/E (TTM): 17.73X Cap: $1.62B
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• Russel Metals Inc. (RUS $47.57)
  • $47.57 P/E (TTM): 15.83X Cap: $2.66B
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• Savaria Corporation (SIS $25.75)
  • $25.75 P/E (TTM): 29.9X Cap: $1.84B
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• Exchange Income Corporation (EIF $100.10)
  • $100.10 P/E (TTM): 37.61X Cap: $5.43B
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• Wajax Corporation (WJX $30.90)
  • $30.90 P/E (TTM): 14.55X Cap: $671M
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• Doman Building Materials Group Ltd. (DBM $10.13)
  • $10.13 P/E (TTM): 11.61X Cap: $887M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $69.43)
  • $69.43 P/E (TTM): 25.82X Cap: $13.80B
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• Vanguard S&P 500 Index ETF (VFV $166.38)
  • $166.38 P/E (TTM): 26.01X Cap: $28.27B
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• iShares Core Equity ETF Portfolio (XEQT $41.74)
  • $41.74 P/E (TTM): 13.67X Cap: $14.54B
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Q: Hi there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!

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Read Answer Asked by Michael on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $18.60)
  • $18.60 P/E (TTM): 25.85X Cap: $29.03B
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• Capital Power Corporation (CPX $62.96)
  • $62.96 P/E (TTM): 22.31X Cap: $9.79B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023

• TFI International Inc. (TFII $157.60)
  • $157.60 P/E (TTM): 42.19X Cap: $12.94B
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Q: Can you comment on TFII'e earrings? Thanks. - Jeff

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Read Answer Asked by Jeff on August 01, 2023

• Great-West Lifeco Inc. (GWO $64.89)
  • $64.89 P/E (TTM): 14.58X Cap: $58.81B
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Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

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Read Answer Asked by Jacques on August 01, 2023