Investment Q&A

• Wheaton Precious Metals Corp. (WPM $128.00)
  • $128.00 P/E (TTM): 69.06X Cap: $59.16B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $43.33)
  • $43.33 P/E (TTM): 36.59X Cap: $15.86B
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• MAG Silver Corp. (MAG $31.55)
  • $31.55 P/E (TTM): 23.6X Cap: $3.30B
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Q: As a proxy for a tax loss sale on PAAS what would be your three top choices today.

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Read Answer Asked by William Ross on August 12, 2021

Q: Hi Guys
Can you comment on the ETF " FRDM"
this etf seems interesting, in their unique approach in terms of the countries that are selected .
Thanks!

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Read Answer Asked by Gordon on August 12, 2021

• Calian Group Ltd. (CGY $47.84)
  • $47.84 Cap: $537M
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Q: Can you comment on recent results for CGY. What do you think of the company and valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Adcore Inc. (ADCO $0.25)
  • $0.25 Cap: $15M
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Q: This company seems to be moving in the right direction. Good growth and what looks to be a strong outlook. Could you weigh in on the valuation and recent results?

Thanks.

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Read Answer Asked by Robert on August 12, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Chartwell Retirement Residences (CSH.UN $18.48)
  • $18.48 P/E (TTM): 87.43X Cap: $5.34B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $73.18)
  • $73.18 P/E (TTM): 28.69X Cap: $3.74B
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• Main Street Capital Corporation (MAIN $66.12)
  • $66.12 P/E (TTM): 11.62X Cap: $5.91B
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• Gladstone Investment Corporation (GAIN $14.30)
  • $14.30 P/E (TTM): 6.62X Cap: $547M
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• Stag Industrial Inc. (STAG $34.44)
  • $34.44 P/E (TTM): 27.36X Cap: $6.48B
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• Pembina Pipeline Corp. (Canada) (PBA $36.81)
  • $36.81 P/E (TTM): 16.55X Cap: $21.30B
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Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

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Read Answer Asked by D on August 12, 2021

• Pan American Silver Corp. (PAAS $43.33)
  • $43.33 P/E (TTM): 36.59X Cap: $15.86B
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Q: Can you please comment on earnings. I'm down here and I believe it missed estimates last quarter as well.

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Read Answer Asked by David on August 12, 2021

• Victorias Secret & Co. (VSCO $22.26)
  • $22.26 P/E (TTM): 11.4X Cap: $1.78B
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Q: What is your opinion on Victoria secret growth?

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Read Answer Asked by Francois on August 12, 2021

• DigitalOcean Holdings Inc. (DOCN $31.53)
  • $31.53 P/E (TTM): 23.52X Cap: $2.82B
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Q: Your recent comments about this company seem to generally be positive. Trading volumes seem to have increased in the last few weeks which seems good. Can I get your thoughts on the quarterly results released August 5th? Thanks.

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Read Answer Asked by Marco on August 12, 2021

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: I like the recent q report. The stock still seems underpriced compared to similar US companies which may be a good comparable as almost all of its growth is coming from the US business. It looks like the street is taking more interest. Your thoughts please.

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Read Answer Asked by Murray on August 12, 2021

• Ag Growth International Inc. (AFN $41.11)
  • $41.11 Cap: $770M
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Q: At first glance, the AG Growth International earnings did not look that bad. But the market does not think so. What are your thoughts?

Thanks

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Read Answer Asked by Tom on August 12, 2021

• CAE Inc. (CAE $37.85)
  • $37.85 P/E (TTM): 29.4X Cap: $12.16B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on August 12, 2021

• ECN Capital Corp. (ECN $2.81)
  • $2.81 P/E (TTM): 102.0X Cap: $790M
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Q: I wanted to ask about one more point on the ECN division sale. Assuming the deal close they are getting 2B US$. Only 1.5B of that is being used to pay out 7.50 CAD per share. This means there is 500M US (about $2.50 CAD per share) being added to the company. So at current price of 10.65 the other half of the company is being valued at 65 cents. Is this correct?

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Read Answer Asked by Mike on August 12, 2021

• BSR Real Estate Investment Trust (HOM.UN $17.00)
  • $17.00 Cap: $673M
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Q: Can you comment on BSR reits latest results please. The stock has been on fire and results looked good to me. Is it a decent buy today? How does it compare with peers? Valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Americold Realty Trust Inc. (COLD $14.63)
  • $14.63 Cap: $4.22B
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Q: Would you have an opinion on this reit in the U.S. THANKS

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Read Answer Asked by John on August 12, 2021

Q: Your thoughts on Brookfield's quarter please?

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Read Answer Asked by John on August 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $78.95)
  • $78.95 Cap: $5.71B
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• goeasy Ltd. (GSY $206.54)
  • $206.54 P/E (TTM): 12.28X Cap: $3.28B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.32)
  • $76.32 P/E (TTM): 38.28X Cap: $8.74B
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• WELL Health Technologies Corp. (WELL $4.97)
  • $4.97 Cap: $1.19B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.12)
  • $17.12 Cap: $2.35B
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• Topicus.com Inc. (TOI $170.25)
  • $170.25 P/E (TTM): 81.5X Cap: $14.05B
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Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

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Read Answer Asked by Elliott on August 12, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.81)
  • $6.81 P/E (TTM): 21.84X Cap: $721M
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Q: thoughts on the quarter please? Thx

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Read Answer Asked by blake on August 12, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you please give your assessment of the quarterly results.

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Read Answer Asked by Bruce on August 12, 2021

• ECN Capital Corp. (ECN $2.81)
  • $2.81 P/E (TTM): 102.0X Cap: $790M
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Q: Hi 5i team,
Re ECN, which is in the ‘growth portfolio’, is the special dividend of $7.50 per share only payable to shareholders which are on the book as of Aug 10, 2021? Shares purchased after Aug 10 would not be entitled to this special dividend? Thanks.

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Read Answer Asked by Willie on August 12, 2021

• ECN Capital Corp. (ECN $2.81)
  • $2.81 P/E (TTM): 102.0X Cap: $790M
  • View ECN Profile
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Q: What is the reasonable counter-argument to using my 10% cash holding to buy ECN for the special dividend? It's a good company so I'm fine holding after to ride out any market volatility, and it doesn't seem to have any especially severe company risk compared to peers...

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Read Answer Asked by Rick on August 12, 2021