Investment Q&A

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: I am thinking of selling this stock soon
I am finally at a break even and am thinking of selling with a possibility of buying back if market bottoms in next year or not
Can I have your opinion of what you see as it’s prospects and the sector in next year ?
Thank you

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Read Answer Asked by Indra on December 12, 2022

• CVS Health Corporation (CVS $63.52)
  • $63.52 P/E (TTM): 15.14X Cap: $80.56B
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• Eli Lilly and Company (LLY $746.37)
  • $746.37 P/E (TTM): 62.32X Cap: $707.36B
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Q: Given the choice of a health care stock to add for portfolio diversification, which of CVS or LLY would you recommend and why. Thanks

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Read Answer Asked by Dennis on December 12, 2022

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.26B
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Q: Dear 5i,
Thanks for being such a wealth of objective information and happy holidays!
There has been recent insider buying at AQN at the much lower price. Can you please provide your opinion on whether the executives have "real" skin in the game. Some of them seem to have significant options available but do these give insiders a lot of incentive? If the company announced a 50% dividend cut do you think the stock price would go up or down?

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Read Answer Asked by Ian on December 12, 2022

• Apple Inc. (AAPL $213.25)
  • $213.25 P/E (TTM): 31.61X Cap: $3.16T
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• Meta Platforms Inc. (META $771.99)
  • $771.99 P/E (TTM): 29.85X Cap: $1.93T
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• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 57.5X Cap: $4.37T
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• Blackstone Inc. (BX $169.35)
  • $169.35 P/E (TTM): 50.66X Cap: $123.56B
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• DexCom Inc. (DXCM $76.40)
  • $76.40 P/E (TTM): 56.74X Cap: $29.96B
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• Guardant Health Inc. (GH $44.59)
  • $44.59 Cap: $5.56B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $231.37)
  • $231.37 P/E (TTM): 30.42X Cap: $1.20T
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Q: Hi there,

I’ve often heard that a handful of stocks can provide life changing returns. If you had to pick 5 (or more) that could be life changing, which would they be in preferential order?

Thanks!

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Read Answer Asked by Michael on December 12, 2022

• Carvana Co. Class A (CVNA $354.89)
  • $354.89 P/E (TTM): 122.21X Cap: $79.14B
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Q: What happens to a put owner if a company goes into bankruptcy.
For example, it is highly possible carvana may go bankrupt.
If one bought a 5.00 June put and it’s share no longer trade how does one sell their put.

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Read Answer Asked by Leon on December 09, 2022

• Newmont Corporation (NEM $67.92)
  • $67.92 P/E (TTM): 15.11X Cap: $74.60B
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• Franco-Nevada Corporation (FNV $235.13)
  • $235.13 P/E (TTM): 53.76X Cap: $45.29B
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• Wheaton Precious Metals Corp. (WPM $135.47)
  • $135.47 P/E (TTM): 71.96X Cap: $61.49B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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• Triple Flag Precious Metals Corp. (TFPM $34.11)
  • $34.11 P/E (TTM): 615.28X Cap: $6.85B
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• Victoria Gold Corp. (VGCX $0.48)
  • $0.48 P/E (TTM): 2.06X Cap: $32M
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Q: Currently reviewing my precious metals exposure. In my royalty companies I have a full position in FNV and MMX. Would you hold MMX with the pending purchase by TFPM or would you sell and buy WPM at this time? In my gold miners, I have half positions in VGCX and NEM (position resulted from the Goldcorp merger), should either be sold and if so, would you purchase AEM? Any further thoughts on the precious metals exposure would be appreciated.

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Read Answer Asked by eric on December 09, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Alimentation Couche-Tard Inc. (ATD $70.79)
  • $70.79 P/E (TTM): 19.07X Cap: $67.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 104.82X Cap: $276.10B
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• Savaria Corporation (SIS $20.32)
  • $20.32 P/E (TTM): 29.3X Cap: $1.45B
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• Boyd Group Services Inc. (BYD $192.78)
  • $192.78 P/E (TTM): 223.74X Cap: $4.13B
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Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod

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Read Answer Asked by Rod on December 09, 2022

• Evolve Innovation Index Fund (EDGE $42.32)
  • $42.32 P/E (TTM): 40.61X Cap: $37M
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Q: What do you think about EDGE at this time for a long term hold?

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Read Answer Asked by Chris on December 09, 2022

• W.W. Grainger Inc. (GWW $960.27)
  • $960.27 P/E (TTM): 24.02X Cap: $44.75B
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Q: What are you thoughts about Gww. I a surprised it is near its 12 week high

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Read Answer Asked by Leon on December 09, 2022

• Athabasca Oil Corporation (ATH $5.66)
  • $5.66 P/E (TTM): 6.43X Cap: $2.90B
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Q: what is your opinion on the 2023 budget and capital allocation , market does not seem to like it.
dave

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Read Answer Asked by david on December 09, 2022

Q: So, I understand how CDRs work, I think, but what happens to the dividend income on the shares involved. As a CDR investor do you share in this income?

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Read Answer Asked by Leonard on December 09, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Good morning,

Can you tell me your opinion on MAGT. I double my money right now , should I take profit or let it run.

Thank you

Martin

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Read Answer Asked by Martin on December 09, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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Q: Your opinion on LSPD please. Is it buyable now? thank you. Fooklin

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Read Answer Asked by Fooklin on December 09, 2022

• Sanmina Corporation (SANM $117.51)
  • $117.51 P/E (TTM): 25.06X Cap: $6.26B
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Q: Other issues aside, any thoughts on this company and its prospects? Buy/sell/hold?

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Read Answer Asked by Doug on December 09, 2022

• H&R Real Estate Investment Trust (HR.UN $11.52)
  • $11.52 Cap: $3.17B
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• Primaris Real Estate Investment Trust (PMZ.UN $14.88)
  • $14.88 P/E (TTM): 92.56X Cap: $1.80B
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Q: I have both HR.un and PMZ.un because of spin off. I want to sell one or both for a Tax Loss. Is either one have potentail over next few years?

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Read Answer Asked by Kathy on December 09, 2022

Q: I am looking for a stock screener that will give me a list of Preferred Stock that will reset in the next 6 months. Any idea where I may find one?

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Read Answer Asked by Larry M. on December 09, 2022

• Trulieve Cannabis Corp (TRUL $7.38)
  • $7.38 Cap: $1.38B
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Q: TRUL price has dropped quite a bit over the last few sessions. Anything other than year end tax loss selling going on? I'm holding a small position in anticipation of a recovery in a few years.

Thanks.

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Read Answer Asked by Robert on December 09, 2022

• Enbridge Inc. (ENB $64.62)
  • $64.62 P/E (TTM): 23.81X Cap: $140.87B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.35)
  • $35.35 Cap: $23.26B
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Q: which do you prefer at current prices for stability and some capital growth within a rrsp.

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Read Answer Asked by Nigel on December 09, 2022

• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 12.26X Cap: $3.06B
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Q: your opinion on GSY please. Is it buyable now? Thank you. Fooklin

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Read Answer Asked by Fooklin on December 09, 2022

• Verde Agritech Ltd. Ordinary Shares (NPK $0.50)
  • $0.50 Cap: $26M
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Q: Do you feel Verdes current share price is a relatively safe location to accumulate more shares? The horizon for holding would be 1-2 years with periodic assessments.

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Read Answer Asked by Frederick on December 09, 2022