Investment Q&A

• QUALCOMM Incorporated (QCOM $174.22)
  • $174.22 P/E (TTM): 34.98X Cap: $187.69B
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• Honeywell International Inc. (HON $195.96)
  • $195.96 P/E (TTM): 20.98X Cap: $126.41B
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• Verizon Communications Inc. (VZ $39.98)
  • $39.98 P/E (TTM): 8.51X Cap: $167.89B
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• Williams Companies Inc. (The) (WMB $58.92)
  • $58.92 P/E (TTM): 30.19X Cap: $71.14B
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• Extra Space Storage Inc (EXR $130.76)
  • $130.76 P/E (TTM): 29.1X Cap: $27.60B
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Q: Which US, dividend paying, equites do you see as inviting these days? I have a lot of ABBV and SPG so perhaps other sectors. Thank you ( PS, I asked this question last week but received no reply.) Al

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Read Answer Asked by alex on November 22, 2022

• BMO S&P 500 Index ETF (ZSP $103.71)
  • $103.71 P/E (TTM): 26.1X Cap: $21.14B
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• BMO S&P 500 Index ETF (ZSP.U $75.39)
  • $75.39 P/E (TTM): 26.1X Cap: $2.39B
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Q: Please explain the advantages and/or disadvantages between ZSP & ZSP.U. Thanks … Cal

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Read Answer Asked by cal on November 22, 2022

• Sagen MI Canada Inc. Class A Preferred Shares Series 1 (MIC.PR.A $23.20)
  • $23.20 Cap: $23M
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Q: this seems like it might be a hidden GEM. your thougths?

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Read Answer Asked by Michael on November 22, 2022

• Mawer International Equity Fund Series A (MAW102 $88.66)
  • $88.66 P/E (TTM): 18.1X Cap: $1.07B
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Q: I am overweight USA and Canada and looking to either add general global exposure with maw102 or more europe focused VE etf ( which isn't listed in your pulldown list for some reason!). I already hold these 2 products so plan is to top up one or the other. Which do you prefer currently.

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Read Answer Asked by Tom on November 22, 2022

Q: Just to be sure, the 30 days required by CRA before re-purchasing a stock sold for capital loss purposes starts ON the day after the trade date as day one ? or the day after the settlement date ? and we can buy again ON day 30 or 31. ?? I know you've answered this one a hundred times before but no easy way to find the answer !!

Many thanks for all you do. John

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Read Answer Asked by JOHN on November 22, 2022

Q: Peter; Now that Biden has bribed the Royal leader of Saudi by legal washing him for an increase in production would you buy more energy companies this am? Thanks. Rod

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Read Answer Asked by Rodney on November 22, 2022

• Vitalhub Corp. (VHI $9.08)
  • $9.08 P/E (TTM): 181.18X Cap: $583M
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• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $3.13)
  • $3.13 Cap: $65M
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• Propel Holdings Inc. (PRL $24.88)
  • $24.88 P/E (TTM): 11.83X Cap: $1B
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• Givex Corp. (GIVX $1.49)
  • $1.49 Cap: $190M
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Q: Please rank in order of your favourite.
Thanks

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Read Answer Asked by Curtis on November 22, 2022

• BMO ARK Innovation Fund (ARKK $18.14)
  • $18.14 P/E (TTM): 82.63X
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Q: Hi, do you have any information of this BMO Arc innovation fund? Is it related with ARKK of Cathy Wood? Thank you.

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Read Answer Asked by David on November 22, 2022

• Algonquin Power & Utilities Corp. (AQN $8.51)
  • $8.51 Cap: $6.55B
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Q: I just read this morning tour response to the possibility of a dividend cut st Algonquin. Then i read an article in the globe and mail about a number of directors buying shares. One would assume that they would know if a dividend were to be cut, no?
Thanks as always for the great advice

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Read Answer Asked by joseph on November 22, 2022

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: In the end of quarter conference call, the CEO referred to some exposure to Crypto as one of several economic factors which impact their business. He offered it had some impact but did not disclose details and none of the analysts asked for specifics. I am inclined to believe that Crypto has something to do with the new lows in the stock. Many macro uncertainties in Europe especially and exposure to a rising US$ are also important potential negatives. What do you think about the Crypto impact? I am inclined to think there is too much uncertainty to buy in - even given the stock is at an all time low. What do you think?

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Read Answer Asked by Sue on November 22, 2022

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: Hi Peter, I've had this stock since Apr. 2021 in my TFSA. Is it worth holding even with the new contract it just received with Massif or is this a sell. Thanks, Nick

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Read Answer Asked by Nick on November 22, 2022

• Descartes Systems Group Inc. (The) (DSG $123.06)
  • $123.06 P/E (TTM): 53.1X Cap: $10.63B
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Q: Is DSG at risk of being disrupted by Flexport? Are they competitors and is there much overlap in their businesses?

Flexport is a private American multinational corporation that focuses on supply chain management and logistics, including freight forwarding and customs brokerage.

Thanks.

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Read Answer Asked by Joel on November 22, 2022

Q: I noticed in one of the recent comments that you are selling lightspeed to raise money for later in the year. Is that because you think that there is a good possibility of stocks dropping in the New Year? Better to wait to deploy cash or right away?
Thanks

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Read Answer Asked by joseph on November 22, 2022

• J.B. Hunt Transport Services Inc. (JBHT $199.58)
  • $199.58 P/E (TTM): 34.26X Cap: $18.48B
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• Knight-Swift Transportation Holdings Inc. (KNX $53.45)
  • $53.45 P/E (TTM): 59.5X Cap: $8.54B
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• Landstar System Inc. (LSTR $145.37)
  • $145.37 P/E (TTM): 37.03X Cap: $4.95B
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Q: Peter; With the impending rail strike in the US are there any opportunities you see there - or here ? Thanks . Rod

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Read Answer Asked by Rodney on November 22, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: CTS .. what is happening ... why the large volume sell off . should i add or sell

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Read Answer Asked by Bob on November 22, 2022

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.66)
  • $17.66 P/E (TTM): 29.63X Cap: $8.10B
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Q: What is your opinion of Virtus Infracap U.S. Preferred Stock ETF? How does it stack up, from your perspective, to QYLD?

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Read Answer Asked by David on November 22, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.10)
  • $6.10 P/E (TTM): 24.24X Cap: $646M
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Q: Hi is there much of a sort position on this stock? Thanks a lot

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Read Answer Asked by Alan on November 22, 2022

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.94)
  • $16.94 Cap: $2.25B
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• Anaergia Inc. (ANRG $2.41)
  • $2.41 Cap: $427M
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Q: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.

ANRG and LSPD are at all time lows. So you're selling at the lows.

Prmw is bullish and moving higher and is near its high and you're selling that as well.

What happened to run with the winners and sell the losers (not at their low)?

Sheldon

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Read Answer Asked by Sheldon on November 22, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $125.50)
  • $125.50 P/E (TTM): 1073.26X Cap: $10.70B
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Q: Have both in my TFSA .TOI with a loss of 34% and NVEI with a 68% and have 3 times the dollar amount in TOI. Want to free up some money and wondering what to sell.
Thanks!

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Read Answer Asked by Bonnie on November 22, 2022

• Ampco-Pittsburgh Corporation (AP $4.01)
  • $4.01 Cap: $83M
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Q: Peter and His Wonder Team
AP is a small family owned steel company in Pittsburg and usually only trades a few thousand ...10-50 daily. Today they had traded 48,000 and at the bell 1.8 million went through. I am perplexed. Can you give me any idea about this...bad news, multiple sellers, institutional seller or just one large retail order. Any opinion would be helpful...I do not own the stock but have been following its down turn and have been considering buying at a good price. Thanks as always!

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Read Answer Asked by Ernest on November 22, 2022