Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $38.87)
  • $38.87 Cap: $25.57B
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• Granite Real Estate Investment Trust (GRT.UN $77.49)
  • $77.49 P/E (TTM): 20.69X Cap: $4.71B
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• BMO Equal Weight REITs Index ETF (ZRE $22.40)
  • $22.40 P/E (TTM): 19.26X Cap: $598M
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• BMO Equal Weight Utilities Index ETF (ZUT $26.16)
  • $26.16 P/E (TTM): 17.76X Cap: $808M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.03)
  • $16.03 P/E (TTM): 17.07X Cap: $1.12B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.49)
  • $32.49 P/E (TTM): 21.22X Cap: $288M
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• Hydro One Limited (H $49.48)
  • $49.48 P/E (TTM): 23.83X Cap: $29.68B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.37)
  • $12.37 P/E (TTM): 26.44X Cap: $3.66B
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Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len

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Read Answer Asked by Leonard on June 21, 2023

Q: income vs growth stocks
can you please give me a list of your top favourite 10 can GROWTH stocks at the moment
thank you

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Read Answer Asked by Michael on June 21, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.

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Read Answer Asked by Harry on June 21, 2023

• Mattr Corp. (MATR $10.81)
  • $10.81 P/E (TTM): 15.56X Cap: $690M
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Q: Peter and His Wonder Team
This stock has been like winning the lottery...it has risen about 50% since May. Needless to say it makes my day. So what do you think? Do you think that it has more room to run or should I cash in my winning ticket? Ha!Ha! Also if there is some kind of so called recession would it be seriously devalued.
Thank you for your opinion and insight...it is always a voice of reason! With respect...thanks again!

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Read Answer Asked by Ernest on June 21, 2023

Q: Dear 5i,
At a high level with respect to Canadian stocks.
Which sectors are the most sensitive to interest rate changes?
For the ones you identify can you please suggest how they might react
when rates go up or down?

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Read Answer Asked by Ian on June 21, 2023

• Mattr Corp. (MATR $10.81)
  • $10.81 P/E (TTM): 15.56X Cap: $690M
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Q: is there any news on matr/shawcor, cannot find a thing, big volume, 52 week high. dave

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Read Answer Asked by david on June 21, 2023

• Vulcan Materials Company (Holding Company) (VMC $300.90)
  • $300.90 P/E (TTM): 42.56X Cap: $39.85B
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Q: Good day everyone may I have your thoughts on Vulcan Materials.
Thanks

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Read Answer Asked by George on June 21, 2023

• BMO Long Federal Bond Index ETF (ZFL $12.34)
  • $12.34 Cap: $3.19B
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Q: I purchased ZFL as a hedge against the possbility of a recession. I am now down 8% on this position, interest rates keep going up and there is no recession. Assuming a balanced diversified portfolio, what would you do with ZFL; HOLD, SELL or Add ??
Many Thanks
John

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Read Answer Asked by John on June 21, 2023

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.08)
  • $5.08 Cap: $1.27B
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Q: Could you please on this morning's press release

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Read Answer Asked by Brian on June 21, 2023

• TELUS Corporation (T $21.64)
  • $21.64 P/E (TTM): 34.2X Cap: $33.24B
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Q: Canadian telecom stocks have not been performing well recently.
1 ) Are Canadian telecoms strictly comparable to U.S. counterparts like VZ which has also not performed well but appears to trade more cheaply and with a higher dividend .
2) And if they are comparable , might that suggest that the Canadian companies could play catch-up to the downside ?
Thanks

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Read Answer Asked by William on June 21, 2023

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $126.41)
  • $126.41 P/E (TTM): 16.9X Cap: $28.52B
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Q: There is a news item that GIB.A has been awarded a contract to produce a "virtual flight data recorder". This sounds exactly like what FLY has been trying to sell for years but it never really got off the ground (sorry). Do you see GIB.A fairing better and what are the implications for FLY.
Thanks
Ian

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Read Answer Asked by Ian on June 21, 2023

• TELUS Corporation (T $21.64)
  • $21.64 P/E (TTM): 34.2X Cap: $33.24B
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Q: I was wondering why Telus seems to be underperforming right now.

Thank you.

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Read Answer Asked by Mary Jean on June 21, 2023

• Veeva Systems Inc. Class A (VEEV $306.22)
  • $306.22 P/E (TTM): 60.96X Cap: $49.13B
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• Progyny Inc. (PGNY $20.00)
  • $20.00 P/E (TTM): 34.9X Cap: $1.73B
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Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx

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Read Answer Asked by Adam on June 21, 2023

• Labrador Iron Ore Royalty Corporation (LIF $28.12)
  • $28.12 P/E (TTM): 15.84X Cap: $1.79B
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Q: Current thoughts on LIF?

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Read Answer Asked by Andre on June 21, 2023

• Baxter International Inc. (BAX $22.90)
  • $22.90 Cap: $11.89B
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Q: Could you update your views on BAX.US and why?

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Read Answer Asked by Frank on June 21, 2023

• Builders Capital Mortgage Corp. (BCF $9.36)
  • $9.36 P/E (TTM): 8.71X Cap: $30M
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• MCAN Mortgage Corporation (MKP $21.52)
  • $21.52 P/E (TTM): 11.9X Cap: $852M
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• Atrium Mortgage Investment Corporation (AI $11.57)
  • $11.57 P/E (TTM): 11.12X Cap: $554M
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• Firm Capital Mortgage Investment Corporation (FC $12.17)
  • $12.17 P/E (TTM): 23.78X Cap: $449M
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• Timbercreek Financial Corp. (TF $7.40)
  • $7.40 P/E (TTM): 14.71X Cap: $619M
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• Fabrinet (FN $370.17)
  • $370.17 P/E (TTM): 39.87X Cap: $13.26B
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Q: Hello 5i Team

Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.

1 - Are there any others listed on exchange(s) other than the five listed?

2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?

3 - What is the best metric to compare MICs - price to earnings / price to book / others?

4- What would be your ranking - best to worst?

5 - Any other considerations?

Thank you

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Read Answer Asked by Stephen on June 21, 2023

• Fortis Inc. (FTS $70.34)
  • $70.34 P/E (TTM): 20.63X Cap: $35.46B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.87)
  • $38.87 Cap: $25.57B
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• NFI Group Inc. (NFI $15.30)
  • $15.30 Cap: $1.82B
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• Martinrea International Inc. (MRE $10.41)
  • $10.41 Cap: $781M
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• Magna International Inc. (MG $64.99)
  • $64.99 P/E (TTM): 11.6X Cap: $19.33B
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• Hydro One Limited (H $49.48)
  • $49.48 P/E (TTM): 23.83X Cap: $29.68B
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Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will

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Read Answer Asked by Will on June 21, 2023

• Miscellaneous (MISC)
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Q: Dear 5i,
I came upon old (1945) stock certificate for Annamaque Mines, Limited when looking at old family papers. How can I check if shares have any value. Much Thanks for your advice.

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Read Answer Asked by Hali on June 21, 2023

Q: Good morning 5i
Just a clarification on your covered call strategy that you mentioned today. You said that if called away, say, at $45 you would immediately sell a put for $45 for about a month out. One of the reasons for this i imagine is that you think the stock has the wind in its sails. Right? Also, how would this strategy affect the superficial loss rule. I don’t imagine you would be seen as buying the stock within 30 days?
Thanks

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Read Answer Asked by joseph on June 21, 2023

• Digital Realty Trust Inc. (DLR $175.14)
  • $175.14 P/E (TTM): 46.41X Cap: $59.73B
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Q: You have like this Reit in the past, but recently I have read it has high debt and was not recommended (in this particular article). Do you still like it, and what would be a good entry point if you were to buy it. I have a small position and am not sure whether I should add to it or not. Thanks.

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Read Answer Asked by Pat on June 21, 2023