Investment Q&A

• Exchange Income Corporation (EIF $67.48)
  • $67.48 P/E (TTM): 27.15X Cap: $3.41B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.27)
  • $29.27 P/E (TTM): 21.02X Cap: $785M
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Q: Can I get your thoughts on the quarterly results for GDI and EIF?
Thank you, Keith

Upvote 7

Read Answer Asked by Keith on November 13, 2023

• Olympia Financial Group Inc. (OLY $124.95)
  • $124.95 P/E (TTM): 12.46X Cap: $297M
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Q: Hi Peter, Can I get your thoughts on OLY financials. Can you comment on Share Capital Table and holdiings. Also is it a buy?

Thank you for great service.

Upvote 6

Read Answer Asked by Frank on November 13, 2023

• Supremex Inc. (SXP $4.23)
  • $4.23 Cap: $103M
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Q: I am down considerably on SXP. Is it a hold or sell?

Upvote 1

Read Answer Asked by Merrilyn on November 13, 2023

• Natural Resource Partners LP Limited Partnership (NRP $104.29)
  • $104.29 P/E (TTM): 9.91X Cap: $1.34B
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Q: What are the tax implications when you receive distributions, or sell shares of a partnership such as NRP for a registered account?

Upvote 2

Read Answer Asked by Kevin on November 13, 2023

• iShares Global Real Estate Index ETF (CGR $30.48)
  • $30.48 P/E (TTM): 63.97X Cap: $228M
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• iShares Global REIT ETF (REET $24.84)
  • $24.84 P/E (TTM): 74.87X Cap: $3.90B
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Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!

Upvote 1

Read Answer Asked by Andrew on November 13, 2023

• Booking Holdings Inc. (BKNG $5,432.10)
  • $5,432.10 P/E (TTM): 34.03X Cap: $179.43B
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• Eli Lilly and Company (LLY $640.86)
  • $640.86 P/E (TTM): 62.32X Cap: $707.36B
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• United Rentals Inc. (URI $854.61)
  • $854.61 P/E (TTM): 22.49X Cap: $55.41B
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• Tesla Inc. (TSLA $322.27)
  • $322.27 P/E (TTM): 169.63X Cap: $1.03T
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• Crocs Inc. (CROX $74.39)
  • $74.39 P/E (TTM): 6.25X Cap: $5.89B
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• Axon Enterprise Inc. (AXON $870.97)
  • $870.97 P/E (TTM): 209.45X Cap: $67.80B
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• Perion Network Ltd (PERI $9.97)
  • $9.97 Cap: $468M
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• InMode Ltd. (INMD $14.37)
  • $14.37 Cap: $972M
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• eXp World Holdings Inc. (EXPI $10.24)
  • $10.24 Cap: $1.61B
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Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 9

Read Answer Asked by Andrew on November 13, 2023

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
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• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.3X Cap: $1.45B
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• EQB Inc. (EQB $101.91)
  • $101.91 P/E (TTM): 10.63X Cap: $3.96B
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• Galaxy Digital Inc. Class A common stock (GLXY $38.61)
  • $38.61 Cap: $13.01B
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• Docebo Inc. (DCBO $40.00)
  • $40.00 P/E (TTM): 41.27X Cap: $1.18B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Lumine Group Inc. (LMN $52.57)
  • $52.57 Cap: $13.49B
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Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 40

Read Answer Asked by Andrew on November 13, 2023

• Hartford Schroders Commodity Strategy ETF (HCOM)
  • P/E (TTM): 23.84X
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Q: SCHRODERS IS OFFERING .09% BONDS. THUS, HOW SAFE ARE THEY? D0 THEY HAVE GOOD CASH (BALANCE SHEET),CASH FLOW, LOW DEBT?

Upvote 1

Read Answer Asked by Herbert on November 13, 2023

• Tiny Ltd. (TINY $0.89)
  • $0.89 Cap: $220M
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Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.

Upvote 2

Read Answer Asked by Michael on November 13, 2023

• goeasy Ltd. (GSY $203.82)
  • $203.82 P/E (TTM): 12.26X Cap: $3.06B
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Q: The information I have, they have beat their forecast in the last 3 quarters by a wide margin. If this is the case, who sets the forecast, if it is the company, do the low ball their forecast. Also, Yahoo Finance shows a 3% dividend, is that paid quarterly.

Upvote 21

Read Answer Asked by Earl on November 13, 2023

• Upstart Holdings Inc. (UPST $69.53)
  • $69.53 Cap: $6.69B
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Q: Hi guys,

With the year end fast approaching, I was wondering if UPST is worth keeping or just use the capital loss ?

Thanks,

Jim

Upvote 1

Read Answer Asked by jim on November 13, 2023

• Bank of Nova Scotia (The) (BNS $76.70)
  • $76.70 P/E (TTM): 16.06X Cap: $95.19B
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• Leon's Furniture Limited (LNF $28.20)
  • $28.20 P/E (TTM): 11.94X Cap: $1.92B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.80)
  • $4.80 Cap: $1.19B
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Q: Question: My portfolio shows me the above are all down below my purchase price between 23 and 34 %. Would they be good candidates for a tax loss sell and repurchase after January 1

Upvote 8

Read Answer Asked by Ken on November 13, 2023

• Cenovus Energy Inc. (CVE $20.23)
  • $20.23 P/E (TTM): 14.64X Cap: $37.16B
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Q: has Cenovus filed anything regarding buying back their outstanding pref shares.

Given they are trading at a massive discount vs par. why would they not be buying them back at this point as their main goal is reducing debt?

Thank you

Upvote 5

Read Answer Asked by Dominic on November 13, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: This stock took a sizable drop since the news of acquiring Hammerhead Energy ! Would you be buying now and how long before the price starts moving back up ? Analysts seem to be on a "strong buy " ?

Upvote 10

Read Answer Asked by Frank on November 13, 2023

• Northland Power Inc. (NPI $22.36)
  • $22.36 P/E (TTM): 22.81X Cap: $5.84B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.57)
  • $41.57 P/E (TTM): 524.69X Cap: $27.83B
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• Boralex Inc. Class A Shares (BLX $30.61)
  • $30.61 P/E (TTM): 283.06X Cap: $3.15B
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Q: Dear 5i team.

Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.

Many thanks for your help.

Upvote 12

Read Answer Asked by Arthur on November 13, 2023

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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• Knight Therapeutics Inc. (GUD $6.40)
  • $6.40 P/E (TTM): 62.08X Cap: $626M
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• Canopy Growth Corporation (WEED $1.45)
  • $1.45 Cap: $154M
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Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Upvote 7

Read Answer Asked by umedali on November 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $23.26B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks

Upvote 19

Read Answer Asked by FORREST on November 13, 2023

• Granite Real Estate Investment Trust (GRT.UN $75.48)
  • $75.48 P/E (TTM): 14.84X Cap: $4.65B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.16)
  • $12.16 P/E (TTM): 27.37X Cap: $3.48B
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Q: Why would you buy either or both these companies for long term? Which one has the better growth potential?

Thank you as always

Upvote 13

Read Answer Asked by Jean on November 13, 2023

• Lloyds Banking Group Plc American Depositary Shares (LYG $4.34)
  • $4.34 P/E (TTM): 10.1X Cap: $64.69B
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Q: Peter and His Wonder Team
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!

Upvote 2

Read Answer Asked by Ernest on November 13, 2023

• Franco-Nevada Corporation (FNV $235.54)
  • $235.54 P/E (TTM): 53.76X Cap: $45.29B
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Q: Can you please update us on what management did or did not say regarding the Panamanian mine situation on the earnings call. Did they adjust their forward guidance because of the potential disruption?
Would you recommend buying at this level?
Thanks.

Upvote 2

Read Answer Asked by Harvey on November 13, 2023