Investment Q&A

Q: Hi 5i,

Can I get your initial thoughts about the Purpose Longevity Pension Fund?
I am age 63 and I think it might be like a reasonable bond substitute in my RRSP.
Do you think the targeted 6.1% is sustainable?
Why haven't the big banks like TD which have a lot of mutual funds offered this product?
If one doesn't need the income is it better to invest in a balance ETF?

thanks

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Read Answer Asked by Ian on November 18, 2021

• NVIDIA Corporation (NVDA $182.70)
  • $182.70 P/E (TTM): 58.94X Cap: $4.45T
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Q: Can you please comment on their earnings. Would you add to the position


Thanks for the great service

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Read Answer Asked by Hector on November 18, 2021

• Citigroup Inc. (C $92.73)
  • $92.73 P/E (TTM): 14.67X Cap: $170.70B
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Q: I don't understand why this bank is such a poor performer relative to its peers. It is understood that their ROA is low relative to other banks but this metric continues to improve. Is it time to give up on this stock?

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Read Answer Asked by Paul on November 18, 2021

• Caldwell Partners International Inc. (The) (CWL $0.73)
  • $0.73 P/E (TTM): 36.5X Cap: $21M
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Q: Please provide your comments on Caldwell Partners 2021 fiscal results and current stock valuation. Thank You.

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Read Answer Asked by Charles on November 18, 2021

• NextSource Materials Inc. (NEXT $0.43)
  • $0.43 Cap: $79M
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Q: What is your current opinion of Next as a speculative growth investment? It got an analyst’s upgrade this morning as reported in the Globe & Mail.

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Read Answer Asked by David on November 18, 2021

• Kontrol Technologies Corp. (KNR $2.50)
  • $2.50 P/E (TTM): 1.0X Cap: $137M
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Q: Do you have any commentary or thots you can add to the recent news regarding their Covid detection device. Just found about this company and it sounds interesting. Is it worth buying some shares? Thanks

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Read Answer Asked by Terry on November 18, 2021

• Parkland Corporation (PKI $38.14)
  • $38.14 P/E (TTM): 22.57X Cap: $6.65B
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• Trulieve Cannabis Corp (TRUL $7.92)
  • $7.92 Cap: $1.48B
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Q: I' m considering a switch from PLI to TRUL. Obviously apples and oranges comparison however is it a trade you would endorse?

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Read Answer Asked by Lynda on November 18, 2021

• Peyto Exploration & Development Corp. (PEY $18.91)
  • $18.91 P/E (TTM): 12.78X Cap: $3.76B
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Q: Hi Folks
PEY is on the move up again. And both TD and BMO state that their new dividend is 5.07% per month. Is is a good buy to add onto a small existing position?
thank you as always

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Read Answer Asked by El-ann on November 18, 2021

• Dominion Energy Inc. (D $61.81)
  • $61.81 P/E (TTM): 23.41X Cap: $52.75B
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• PPL Corporation (PPL $36.35)
  • $36.35 P/E (TTM): 27.15X Cap: $26.88B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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• Boston Pizza Royalties Income Fund (BPF.UN $19.78)
  • $19.78 P/E (TTM): 21.5X Cap: $485M
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• Keg Royalties Income Fund (The) (KEG.UN $18.62)
  • $18.62 P/E (TTM): 169.27X Cap: $211M
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• Enbridge Inc (ENB $46.99)
  • $46.99 P/E (TTM): 22.74X Cap: $102.43B
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• Franklin Covey Company (FC $18.85)
  • $18.85 P/E (TTM): 23.86X Cap: $245M
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• BCE Inc. (BCE $24.35)
  • $24.35 P/E (TTM): 79.79X Cap: $22.44B
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Q: Please rank re: distribution increases and share appreciation. Any other suggestions for income/safety would be welcome.

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Read Answer Asked by Steven on November 18, 2021

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.60)
  • $19.60 P/E (TTM): 9.25X Cap: $1.63B
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Q: Hi Peter
Couple of days ago, there was a news item about "Advanced coating". Is this a new business that Transcontinental has entered into? Is this the reason why the stocked dropped by over 3% today?

Thanks

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Read Answer Asked by Greyhair on November 18, 2021

• Dominion Energy Inc. (D $61.81)
  • $61.81 P/E (TTM): 23.41X Cap: $52.75B
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• Realty Income Corporation (O $57.44)
  • $57.44 P/E (TTM): 52.22X Cap: $52.51B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.52)
  • $42.52 P/E (TTM): 60.74X Cap: $6.98B
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• Allied Properties Real Estate Investment Trust (AP.UN $17.20)
  • $17.20 Cap: $2.20B
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• Artis Real Estate Investment Trust (AX.UN $7.22)
  • $7.22 Cap: $701M
  • View AX.UN Profile
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• Granite Real Estate Investment Trust (GRT.UN $76.50)
  • $76.50 P/E (TTM): 15.21X Cap: $4.76B
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• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.34)
  • $12.34 P/E (TTM): 25.71X Cap: $3.60B
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Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

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Read Answer Asked by Steven on November 18, 2021

• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 33.95X Cap: $2.37T
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• Alphabet Inc. (GOOG $202.09)
  • $202.09 P/E (TTM): 21.54X Cap: $2.44T
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• NVIDIA Corporation (NVDA $182.70)
  • $182.70 P/E (TTM): 58.94X Cap: $4.45T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.82)
  • $205.82 P/E (TTM): 123.17X Cap: $267.02B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
  • $16.59 Cap: $2.27B
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• Docebo Inc. (DCBO $42.02)
  • $42.02 P/E (TTM): 40.9X Cap: $1.24B
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• Topicus.com Inc. (TOI $180.78)
  • $180.78 P/E (TTM): 87.6X Cap: $23.47B
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Q: Please rate in order of long term potential. Thanks.

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Read Answer Asked by Steven on November 18, 2021

• MKS Inc. (MKSI $99.37)
  • $99.37 P/E (TTM): 29.57X Cap: $6.67B
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Q: Hi Team, Thoughts on the quarter from MKS please. I bought a small amount(1/3 position) based on the PHO acquisition, would you add here?
Thanks
Rob

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Read Answer Asked by Robert on November 18, 2021

• Indiva Limited (NDVA)
  • Cap: $5M
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Q: PLease comment on NDVA's Q3 released on Nov 16 & guidance.It is a favourite of Bruce Campvell#2 who estimated that it can be profitable in 2022.Tonight Raymond James gave a $1.25 Target price & outperform rating. Is it advisable to hang on for a bit longer.Have suffered heavy losses.If not.please suggest 3/4 good replacements.Txs for u usual great services & views,

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Read Answer Asked by Peter on November 18, 2021

• TTEC Holdings Inc. (TTEC $3.42)
  • $3.42 Cap: $129M
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Q: Thoughts on the quarter from TTEC. Market seems unimpressed as the stock is down 15% in the past week. What is the biggest concern? Is it a sell here in the mid-80's or has the market over reacted?

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Read Answer Asked by Robert on November 18, 2021

• goeasy Ltd. (GSY $200.63)
  • $200.63 P/E (TTM): 13.19X Cap: $3.30B
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• Topicus.com Inc. (TOI $180.78)
  • $180.78 P/E (TTM): 87.6X Cap: $23.47B
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Q: Hi 5i!

My mother has some money to invest for 5 years. I was thinking to gsy and toi. Can you recommand 3 more growth stocks with an interesting value in other sectors than financial and tech?

Many thanks!

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Read Answer Asked by Francois on November 18, 2021

• Boyd Group Services Inc. (BYD $187.77)
  • $187.77 P/E (TTM): 221.11X Cap: $4.03B
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Q: Hi Folks,

just sold my BYD - figured best to break even or start going in the negative - anyway, can you give me 5 names that I can look at as replacements and rank them in order of your preference at this time. TFSA account.
Thanks

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Read Answer Asked by JOHN on November 18, 2021

Q: Is it time to buy the banks now, before the government imposes new taxes on the banks in Jan 2022? Also is it time to buy the banks now, before they increase their dividends?

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Read Answer Asked by Ron on November 18, 2021

Q: Braze, Inc. (BRZE) Another mediocre company in a sea of company's that do the same/similar thing? This is starting to seem like the tech boom & bust of the 90's.

Thank you.

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Read Answer Asked by Ross on November 18, 2021

• Loblaw Companies Limited (L $228.07)
  • $228.07 P/E (TTM): 28.19X Cap: $68.81B
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• George Weston Limited (WN $265.00)
  • $265.00 P/E (TTM): 33.93X Cap: $34.26B
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• Metro Inc. (MRU $104.95)
  • $104.95 P/E (TTM): 23.58X Cap: $23.03B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $55.47)
  • $55.47 P/E (TTM): 18.87X Cap: $12.87B
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• North West Company Inc. (The) (NWC $47.99)
  • $47.99 P/E (TTM): 17.02X Cap: $2.29B
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Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.

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Read Answer Asked by Kolbi on November 18, 2021