Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $66.72)
  • $66.72 P/E (TTM): 10.94X Cap: $3.46B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.06)
  • $13.06 P/E (TTM): 36.32X Cap: $3.88B
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Q: Was thinking of selling Boardwalk Reit, what would options to potential replace it within REIT space?

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Read Answer Asked by Maurice on August 02, 2023

• Lithium Americas Corp. (LAC $6.92)
  • $6.92 Cap: $2.09B
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• American Lithium Corp. (LI $0.71)
  • $0.71 Cap: $219M
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Q: Can you provide any update information on LI. It was looking good in Jan./23 but has fallen . Is it a hold or can you compare it to LAC.

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Read Answer Asked by John on August 02, 2023

• Vanguard Balanced ETF Portfolio (VBAL $38.21)
  • $38.21 P/E (TTM): 6.89X Cap: $4.90B
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Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom

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Read Answer Asked by Tom on August 02, 2023

• ON Semiconductor Corporation (ON $66.11)
  • $66.11 P/E (TTM): 239.55X Cap: $26.19B
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Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

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Read Answer Asked by Marco on August 02, 2023

• Total Energy Services Inc. (TOT $18.57)
  • $18.57 P/E (TTM): 11.54X Cap: $673M
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Q: For a one or two percent short term speculative play---what can you say about Total Energy---- TOT---- to use the possible energy wave for a little ride?

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Read Answer Asked by joe on August 02, 2023

• Atkore Inc. (ATKR $65.00)
  • $65.00 Cap: $2.18B
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Q: Good day everyone your thoughts on ATKR
Thanks

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Read Answer Asked by George on August 02, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.48)
  • $36.48 P/E (TTM): 20.74X Cap: $860M
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• TerraVest Industries Inc. (TVK $147.20)
  • $147.20 Cap: $3.18B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.49)
  • $200.49 P/E (TTM): 30.07X Cap: $2.33B
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Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.

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Read Answer Asked by Ken on August 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $119.46)
  • $119.46 Cap: $13.94B
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• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 113.06X Cap: $862M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $95.79)
  • $95.79 P/E (TTM): 740.92X Cap: $12.12B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

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Read Answer Asked by Chris on August 02, 2023

• PPL Corporation (PPL $38.74)
  • $38.74 P/E (TTM): 25.18X Cap: $29.28B
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• Southern Company (The) (SO $97.48)
  • $97.48 P/E (TTM): 24.28X Cap: $109B
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• Fortis Inc. (FTS $78.30)
  • $78.30 P/E (TTM): 22.42X Cap: $39.81B
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• Hydro One Limited (H $57.98)
  • $57.98 P/E (TTM): 26.6X Cap: $35.15B
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• Atmos Energy Corporation (ATO $186.73)
  • $186.73 P/E (TTM): 23.69X Cap: $30.11B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.33)
  • $59.33 Cap: $19.79B
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Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

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Read Answer Asked by Keith on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.56)
  • $64.56 P/E (TTM): 30.6X Cap: $102.58B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• 1CM Inc. (EPIC $0.19)
  • $0.19 Cap: $21M
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Q: Hi Guys,

Thoughts on this company?

Thanks,

Jim

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Read Answer Asked by jim on August 01, 2023

• SoFi Technologies Inc. (SOFI $18.08)
  • $18.08 P/E (TTM): 32.54X Cap: $22.64B
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Q: Hi, Could you please comment on SOFI earnings. Thank you

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Read Answer Asked by francis on August 01, 2023

• goeasy Ltd. (GSY $106.71)
  • $106.71 P/E (TTM): 7.89X Cap: $1.72B
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• Topicus.com Inc. (TOI $95.79)
  • $95.79 P/E (TTM): 740.92X Cap: $12.12B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Alphabet Inc. (GOOG $307.25)
  • $307.25 P/E (TTM): 28.83X Cap: $3.77T
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• Eli Lilly and Company (LLY $1,030.30)
  • $1,030.30 P/E (TTM): 46.12X Cap: $992.40B
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• United Rentals Inc. (URI $819.49)
  • $819.49 P/E (TTM): 22.86X Cap: $52.91B
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• Berkshire Hathaway Inc. (BRK.B $480.10)
  • $480.10 P/E (TTM): 15.8X Cap: $1.08T
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Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR

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Read Answer Asked by John on August 01, 2023

• Mullen Group Ltd. (MTL $17.13)
  • $17.13 P/E (TTM): 17.33X Cap: $1.65B
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• Russel Metals Inc. (RUS $48.48)
  • $48.48 P/E (TTM): 15.86X Cap: $2.69B
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• Savaria Corporation (SIS $25.32)
  • $25.32 P/E (TTM): 29.94X Cap: $1.80B
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• Exchange Income Corporation (EIF $106.50)
  • $106.50 P/E (TTM): 37.07X Cap: $6.10B
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• Wajax Corporation (WJX $31.60)
  • $31.60 P/E (TTM): 14.58X Cap: $683M
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• Doman Building Materials Group Ltd. (DBM $10.44)
  • $10.44 P/E (TTM): 11.38X Cap: $913M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $69.84)
  • $69.84 P/E (TTM): 25.68X Cap: $13.92B
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• Vanguard S&P 500 Index ETF (VFV $167.38)
  • $167.38 P/E (TTM): 26.01X Cap: $28.31B
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• iShares Core Equity ETF Portfolio (XEQT $41.99)
  • $41.99 P/E (TTM): 13.01X Cap: $14.83B
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Q: Hi there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!

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Read Answer Asked by Michael on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $18.65)
  • $18.65 P/E (TTM): 25.83X Cap: $29.19B
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• Capital Power Corporation (CPX $63.96)
  • $63.96 P/E (TTM): 22.01X Cap: $9.96B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023

• TFI International Inc. (TFII $162.79)
  • $162.79 P/E (TTM): 40.73X Cap: $13.38B
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Q: Can you comment on TFII'e earrings? Thanks. - Jeff

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Read Answer Asked by Jeff on August 01, 2023

• Great-West Lifeco Inc. (GWO $65.21)
  • $65.21 P/E (TTM): 14.82X Cap: $59.72B
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Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

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Read Answer Asked by Jacques on August 01, 2023