Investment Q&A

• Allied Properties Real Estate Investment Trust (AP.UN $20.81)
  • $20.81 Cap: $2.84B
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• Dream Office Real Estate Investment Trust (D.UN $20.13)
  • $20.13 Cap: $306M
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Q: I am hearing investors piling into commercial real estate. I am looking for office real estate REITs in Canada that are beaten down, will not go down but have a potential price appreciation when environment improves. I am more looking for capital appreciation and not necessarily dividend.

Upvote 2

Read Answer Asked by Ron on February 14, 2024

• Cenovus Energy Inc. (CVE $24.25)
  • $24.25 P/E (TTM): 16.67X Cap: $44.34B
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Q: Has CVE filed to do any pref share buybacks?

As CVE reduces profit, would their prefs be consideration? In what order might they target their debt reduction?

Thank you

Upvote 2

Read Answer Asked by Dominic on February 14, 2024

• Blackrock Enhanced International Dividend Trust (BGY $5.92)
  • $5.92 P/E (TTM): 26.72X Cap: $599M
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• BlackRock Utility Infrastructure & Power Opportunities Trust (BUI $27.11)
  • $27.11 Cap: $605M
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• JPMorgan Equity Premium Income ETF (JEPI $56.89)
  • $56.89 P/E (TTM): 25.57X Cap: $41.32B
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Q: Hello. can I get your opinion on these. Are they worth buying or can you suggest something else ? Thank you for the great service.

Upvote 1

Read Answer Asked by ric on February 14, 2024

• Dye & Durham Limited (DND $7.53)
  • $7.53 Cap: $479M
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Q: hi 5i
With reference to my earlier question you mention there are better names, could you please advise a few of those names .
thx

Upvote 3

Read Answer Asked by jim on February 14, 2024

• Royal Bank of Canada (RY $203.85)
  • $203.85 P/E (TTM): 20.69X Cap: $288.06B
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• Toronto-Dominion Bank (The) (TD $112.91)
  • $112.91 P/E (TTM): 9.56X Cap: $193.42B
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• Bank of Nova Scotia (The) (BNS $89.63)
  • $89.63 P/E (TTM): 17.51X Cap: $113.17B
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Q: I hold positions in these three banks. What entry points would you be comfortable adding to these names?

Thanks
Tim

Upvote 6

Read Answer Asked by Timothy on February 14, 2024

• Dye & Durham Limited (DND $7.53)
  • $7.53 Cap: $479M
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Q: Hi 5i
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?

Thx

Upvote 1

Read Answer Asked by jim on February 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $55.66)
  • $55.66 Cap: $20.37B
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• Coinbase Global Inc (COIN $375.17)
  • $375.17 P/E (TTM): 36.76X Cap: $99.19B
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Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.

Upvote 7

Read Answer Asked by Ed on February 14, 2024

• Snowline Gold Corp. (SGD)
  • Cap: $369M
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Q: Your thoughts on the outlook for this stock? Would you consider it a Buy?

Upvote 1

Read Answer Asked by Charles on February 14, 2024

Q: What is the reaction of preferred shares to interest rate changes? How does a preferred share differ from a bond?

Upvote 5

Read Answer Asked by Dennis on February 14, 2024

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.00)
  • $5.00 P/E (TTM): 22.0X Cap: $218M
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Q: Can you comment on their earnings and your opinion of their prospects...is their some growth on the horizon to go with the yield of about 5.75%? Thanks!

Upvote 2

Read Answer Asked by Michael on February 14, 2024

• Tesla Inc. (TSLA $439.47)
  • $439.47 P/E (TTM): 248.46X Cap: $1.46T
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Q: Hi 5i, Tesla is down again today, would you buy it with some fun money looking for a bounce back in the short term (say 6 months)? Would you prefer a long term hold with this company?

Upvote 2

Read Answer Asked by Barbara on February 14, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 26.44X Cap: $3.66B
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Q: Hi Guys

Your thoughts on Dream Industrial earnings just out? Where do you see the stock out 3 years?

Thanks

Stuart

Upvote 8

Read Answer Asked by Stuart on February 14, 2024

• Descartes Systems Group Inc. (The) (DSG $133.29)
  • $133.29 P/E (TTM): 56.02X Cap: $11.34B
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• TFI International Inc. (TFII $127.16)
  • $127.16 P/E (TTM): 21.23X Cap: $10.79B
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• ATS Corporation (ATS $37.10)
  • $37.10 Cap: $3.64B
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• BRP Inc. Subordinate Voting Shares (DOO $91.90)
  • $91.90 Cap: $6.80B
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• Kinaxis Inc. (KXS $185.33)
  • $185.33 P/E (TTM): 154.23X Cap: $5.24B
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• TerraVest Industries Inc. (TVK $142.69)
  • $142.69 Cap: $3.12B
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• EQB Inc. (EQB $93.85)
  • $93.85 P/E (TTM): 10.66X Cap: $3.60B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.44)
  • $128.44 P/E (TTM): 18.98X Cap: $1.60B
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• Richelieu Hardware Ltd. (RCH $32.92)
  • $32.92 P/E (TTM): 22.72X Cap: $1.87B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $81.05)
  • $81.05 P/E (TTM): 41.65X Cap: $9.46B
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• Trisura Group Ltd. (TSU $37.83)
  • $37.83 P/E (TTM): 15.8X Cap: $1.83B
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• WELL Health Technologies Corp. (WELL $5.58)
  • $5.58 Cap: $1.41B
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• Docebo Inc. (DCBO $38.18)
  • $38.18 P/E (TTM): 39.62X Cap: $1.10B
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• Dye & Durham Limited (DND $7.53)
  • $7.53 Cap: $479M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $143.59)
  • $143.59 P/E (TTM): 69.61X Cap: $12.01B
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• Lumine Group Inc. (LMN $41.00)
  • $41.00 P/E (TTM): 160.5X Cap: $10.59B
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Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Upvote 28

Read Answer Asked by Timothy on February 14, 2024

• BlackRock Inc. (BLK $1,169.38)
  • $1,169.38 P/E (TTM): 28.06X Cap: $182.61B
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• Deere & Company (DE $462.28)
  • $462.28 P/E (TTM): 24.17X Cap: $123.62B
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• Constellation Brands Inc. (STZ $139.94)
  • $139.94 Cap: $24.45B
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• Thermo Fisher Scientific Inc (TMO $539.71)
  • $539.71 P/E (TTM): 31.42X Cap: $205.40B
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• lululemon athletica inc. (LULU $173.02)
  • $173.02 P/E (TTM): 11.99X Cap: $19.75B
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• ServiceNow Inc. (NOW $906.62)
  • $906.62 P/E (TTM): 114.76X Cap: $189.87B
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• Palo Alto Networks Inc. (PANW $210.91)
  • $210.91 P/E (TTM): 129.09X Cap: $142.19B
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Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2024

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X Cap: $4.57B
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Q: Hi 5i,
May I please have your thoughts on the latest results from Encore Wire?
Would you recommend continuing to hold the stock or move on to something else in the sector? If moving, on any recommendations would be appreciated.
I already own HPS and PWR.
Thanks!!

Upvote 5

Read Answer Asked by Brian on February 14, 2024

• Madrigal Pharmaceuticals Inc. (MDGL $436.67)
  • $436.67 Cap: $10.01B
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Q: What do you think of this company for the next few years
Thank You
Peter

Upvote 1

Read Answer Asked by Peter on February 14, 2024

• Toronto-Dominion Bank (The) (TD $112.91)
  • $112.91 P/E (TTM): 9.56X Cap: $193.42B
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• Bank of Nova Scotia (The) (BNS $89.63)
  • $89.63 P/E (TTM): 17.51X Cap: $113.17B
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Q: Which Canadian bank has been the worse performer in the last cycle?

Danny

Upvote 3

Read Answer Asked by Danny on February 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $55.66)
  • $55.66 Cap: $20.37B
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Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?

Upvote 4

Read Answer Asked by David on February 14, 2024

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $55.07)
  • $55.07 P/E (TTM): 27.16X Cap: $20.20B
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Q: Good morning,

Both FR and PAAS are at new lows today, will 2024 be better going forward ?

Thanks,
George

Upvote 2

Read Answer Asked by George on February 14, 2024

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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Q: What’s your opinion on this quarter? Doesn’t look super. Would you forget about this and move on ?

Upvote 1

Read Answer Asked by Andre on February 14, 2024