Investment Q&A

• VAALCO Energy Inc. (EGY $3.81)
  • $3.81 P/E (TTM): 6.43X Cap: $378M
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Q: Hi team,

Any views on Vaalco Energy ? Would you be a buyer now ? Or which energy stocks would you favor now for strong growth in the next two years ?

Gratefully,

Jacques IDS

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Read Answer Asked by Jacques on May 09, 2022

• Tourmaline Oil Corp. (TOU $58.15)
  • $58.15 P/E (TTM): 14.48X Cap: $21.78B
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Q: Your take on Tourmaline earnings?

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Read Answer Asked by hank on May 09, 2022

• ARC Resources Ltd. (ARX $27.30)
  • $27.30 P/E (TTM): 6.51X Cap: $15.97B
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Q: I understand that Arc (ARX) and Cheniere Energy (LNG-A) have entered an agreement whereby Arc will supply gas to Cheniere for a period of 15 years (subject to the decision to go ahead with construction in Corpus Christi, Texas)
I have a small position (106 shares) in Cheniere awaiting some event that makes it a great time to increase holdings. I have yet no position in Arc however do you think that the deal is big enough to ensure Arc will have a meaningful opportunity to find an excellent way to the outside world through Cheniere?
Thanks

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Read Answer Asked by DAVID on May 09, 2022

• Cielo Waste Solutions Corp. (CMC $0.07)
  • $0.07 Cap: $8M
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Q: With price of fuel at levels we have almost never seen. This company Cielo has a possibility to make his mark. Is there any update on there progress if not when could we expect some input. Lets face it oil wells will go empty one day we need to look at all other alternative. Thanks
Hubert

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Read Answer Asked by Hubert on May 09, 2022

Q: I have just made a charitable donation of securities. Normally I would replace them in my portfolio with a new buy. Is it a bad idea to put money in the market now, or should I just go with it and hope there isn't too much of a continued downdraft?

Thanks.

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Read Answer Asked by M.S. on May 09, 2022

• Amerigo Resources Ltd. (ARG $2.12)
  • $2.12 P/E (TTM): 13.67X Cap: $347M
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Q: Can you please provide your perspective of Amerigo and its most recent results. Also, electrification is real. However, infrastructure is lagging significantly to support. In a 9 inning game, what inning are we in with Copper Demand & Electrification?

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Read Answer Asked by Chris on May 09, 2022

• Trisura Group Ltd. (TSU $42.54)
  • $42.54 P/E (TTM): 18.74X Cap: $2.03B
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Q: Your comment on the earnings please?

Thanks

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Read Answer Asked by Herm on May 09, 2022

Q: Peter; If this smells like,looks like and act likes capitulation- do you think it is ? Thanks. Rod

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Read Answer Asked by Rodney on May 09, 2022

• Obsidian Energy Ltd. (OBE $7.88)
  • $7.88 Cap: $555M
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Q: Hi guys, are you able to give your assessment of this company. How do you like its future prospects and valuation? (assuming Oil stays @ $100) thx

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Read Answer Asked by Chris on May 09, 2022

• BCE Inc. (BCE $33.77)
  • $33.77 P/E (TTM): 73.0X Cap: $31.13B
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Q: thoughts on the quarter?

Thx

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Read Answer Asked by blake on May 09, 2022

• D2L Inc. Subordinate Voting Shares (DTOL $15.82)
  • $15.82 P/E (TTM): 22.9X Cap: $876M
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Q: Good morning
I would appreciate 5i's thoughts on investing in D2L.
Does 5i have concerns on the company's governance in that CEO John Baker is also Board Chair (vs the preferred model of separating the two roles), had a loan from D2L that was repaid at the time of the IPO, and (I assume) controls decision making through the multi-voting shares.
Thank you for your comments.
Edward

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Read Answer Asked by Edward on May 09, 2022

• Kelt Exploration Ltd. (KEL $6.82)
  • $6.82 P/E (TTM): 27.0X Cap: $1.35B
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Q: Thoughts on the quarter results?

Thx

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Read Answer Asked by blake on May 09, 2022

• Parkland Corporation (PKI $38.34)
  • $38.34 P/E (TTM): 22.47X Cap: $6.68B
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Q: Your comments on earnings, please (if not already posted). Do these change your "slow growth" theory? Thanks, Jim

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Read Answer Asked by jim on May 09, 2022

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.73X Cap: $4.46T
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• Advanced Micro Devices Inc. (AMD $174.95)
  • $174.95 P/E (TTM): 125.75X Cap: $283.91B
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Q: Hello 5I,
I was wondering if I sell the US stock AMD and then buy the Canadian CDR version of AMD stock will I get to claim the loss? They are technically different stocks ?

Thanks

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Read Answer Asked by Tyler on May 09, 2022

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $39.28)
  • $39.28 P/E (TTM): 11.45X Cap: $9.06B
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Q: Rogers' ambition to purchase Shaw may have the side-effect of more-than-doubling Quebecor's wireless footprint. Assuming this occurs, does QBR.B become more attractive as an investment, or does the prospect of even more debt outweigh this windfall growth? In this connection, it's interesting that the company has already paid for substantial 5G spectrum.

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Read Answer Asked by John on May 09, 2022

• Magna International Inc. (MG $60.73)
  • $60.73 P/E (TTM): 9.98X Cap: $17.40B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $74.57)
  • $74.57 P/E (TTM): 35.65X Cap: $8.56B
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Q: Good morning

Thinking of selling MG in my cash account and replacing it with ATZ.

I can use the capital loss, to off set the gains on my energy I am sold.

Does this make sense?

Thanks

Mike

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Read Answer Asked by Mike on May 09, 2022

• BMO US High Dividend Covered Call ETF (ZWH $23.84)
  • $23.84 P/E (TTM): 50.23X Cap: $1.05B
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Q: Hello 5i
I know that a managemnt team must manage a covered call fund so it is not a passive ETF. Is 0.72% too high an MER to pay for a covered call ETF such as ZWH? This seems more like payment for a mutual fund.
Thank you
Stanley

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Read Answer Asked by STANLEY on May 09, 2022

• Miscellaneous (MISC)
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Q: Hi! I am wondering where you feel opportunities in the market exist. When oil was negative very few advisors were pounding the table to buy. It seems now looking back it was a no brainer and seems so foolish that I wasn't loading up on these bargains. Will we look back and say why didn't we buy high growth tech? Or, is it beaten up renewables/bond funds you favour if adding new money? Where do the opportunities lie based on current geopolitical risks and risk of recession/stagflation?

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Read Answer Asked by Neil on May 09, 2022

• Enbridge Inc. (ENB $65.23)
  • $65.23 P/E (TTM): 23.01X Cap: $142.20B
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• TC Energy Corporation (TRP $69.05)
  • $69.05 P/E (TTM): 16.88X Cap: $71.76B
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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 16.64X Cap: $1.04B
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• ECN Capital Corp. (ECN $2.80)
  • $2.80 P/E (TTM): 104.04X Cap: $787M
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Q: Do you have any rate reset prefs that you think are worthwhile here? Thanks

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Read Answer Asked by Martin on May 09, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.79)
  • $6.79 P/E (TTM): 21.71X Cap: $734M
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on May 09, 2022