Investment Q&A

• Abbott Laboratories (ABT $108.03)
  • $108.03 P/E (TTM): 29.04X Cap: $187.72B
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• Bank of America Corporation (BAC $46.72)
  • $46.72 P/E (TTM): 12.36X Cap: $335.29B
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• Citigroup Inc. (C $105.69)
  • $105.69 P/E (TTM): 15.12X Cap: $184.88B
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• Home Depot Inc. (The) (HD $339.03)
  • $339.03 P/E (TTM): 23.13X Cap: $337.50B
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• International Business Machines Corporation (IBM $246.28)
  • $246.28 P/E (TTM): 22.09X Cap: $231.01B
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• JPMorgan Chase & Co. (JPM $283.44)
  • $283.44 P/E (TTM): 14.16X Cap: $764.44B
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• Coca-Cola Company (The) (KO $77.34)
  • $77.34 P/E (TTM): 25.44X Cap: $332.61B
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• PepsiCo Inc. (PEP $159.88)
  • $159.88 P/E (TTM): 26.65X Cap: $218.49B
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• Procter & Gamble Company (The) (PG $150.65)
  • $150.65 P/E (TTM): 22.32X Cap: $350.11B
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• Walmart Inc. (WMT $126.52)
  • $126.52 Cap: $1T
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Q: Please suggest a list of 10 US stocks that would be suitable to implement a covered call income portfolio. I plan to use one month options. Thank you!

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Read Answer Asked by Stephen on June 06, 2023

• Tingo Group Inc. (TIO)
  • P/E (TTM): 0.6X Cap: $166M
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Q: What is your assessment of the short seller's Hindenburg report on this company and it's response?

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Read Answer Asked by Jean on June 06, 2023

Q: Wow, what is happening to TIO this morning?

Thanks for any insight you can provide

Lesle

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Read Answer Asked by Lesley on June 06, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.02)
  • $36.02 P/E (TTM): 28.36X Cap: $5.54B
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• Granite Real Estate Investment Trust (GRT.UN $86.65)
  • $86.65 Cap: $5.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.65)
  • $12.65 P/E (TTM): 34.19X Cap: $3.70B
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• Alpine Income Property Trust Inc. (PINE $18.44)
  • $18.44 Cap: $278M
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Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?

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Read Answer Asked by David on June 06, 2023

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: Retired divvy investor. Getting ready to dump RNW
Could you rank your top ten stocks with a decent yield but with a decent chance of growth as well.
Thanks
Jeff

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Read Answer Asked by JEFF on June 06, 2023

• Westbridge Energy Corporation (WEB)
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Q: Could you advise if the sale of a number of assets announced by Westbridge Renewable Energy Corp., mainly Georgetown Solar Inc, Sunnynook Solar Energy Inc, Dolcy Solar Inc.,Eastervale Solar Inc., and Red Willow Solar Inc., to Metkaegn will be significant to this company. Kind of hard to get much details about the transaction. Many tnx .

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Read Answer Asked by Jacques on June 06, 2023

• Credo Technology Group Holding Ltd (CRDO $117.69)
  • $117.69 P/E (TTM): 64.66X Cap: $21.70B
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Q: Hi Peter and the 5i team,

Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv

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Read Answer Asked by Rajiv on June 06, 2023

• Intel Corporation (INTC $45.77)
  • $45.77 Cap: $228.62B
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• Mobileye Global Inc. (MBLY $7.57)
  • $7.57 Cap: $6.36B
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Q: What are your thoughts on Mobileye's secondary offering of shares and how does this affect the outlook for the stock price?

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Read Answer Asked by Gooding on June 06, 2023

• Direxion Daily Semiconductor Bull 3X (SOXL $50.72)
  • $50.72 P/E (TTM): 7.11X Cap: $11.59B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $331.32)
  • $331.32 P/E (TTM): 38.05X Cap: $20.74B
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• VanEck Vectors Semiconductor ETF (SMH $387.33)
  • $387.33 P/E (TTM): 35.18X Cap: $44.05B
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Q: Which is the best way to play Semis? Up 100 % in AMD AND NVDA,etc. Want to take profits but stay in sector.
Thanks

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Read Answer Asked by Austin on June 06, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.85)
  • $53.85 Cap: $7.88B
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Q: From a high on Jan 2021 of $62.40 to a low on March 6, 2023 of $28.63 BEPC:CA has been constantly dropping. It just now has started to recover to $35.26. Do the fundamentals of BEPC:CA enable its position now to continue grow as such, the downtrend having been due to market flux and circumstance, or just chuck it and go for more BIP. I hold BEP, BEPC, BIP and BIPC.
Thank you for your terrific insight as always

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Read Answer Asked by STANLEY on June 06, 2023

• Apple Inc. (AAPL $250.12)
  • $250.12 P/E (TTM): 31.66X Cap: $3.67T
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 76.65X Cap: $53.48B
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Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?

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Read Answer Asked by Mike on June 06, 2023

• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $41.15)
  • $41.15 Cap: $3.94B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.5X Cap: $118.35B
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Q: Hello,

I have a sense of how you will answer this question but I hope you can elaborate a provide a bit more of your thought process.

Both BN and bbu are “holdcos” and have a holdco discount. Which do you think is cheaper? And if BBU is significantly cheaper why not give that a bit more of a closer look as an investment? Even though BN has the Asset Manager ownership, which is the holly grail (and some ownerships in the other spins and real estate).

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Read Answer Asked by James on June 06, 2023

• PetroTal Corp. (TAL $0.54)
  • $0.54 Cap: $493M
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Q: Is there any reason to be more optimistic about PetroTal's prospects now that it has instituted dividend and share buyback programs?

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Read Answer Asked by David on June 06, 2023

• Tesla Inc. (TSLA $391.20)
  • $391.20 P/E (TTM): 362.22X Cap: $1.46T
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Q: What's your take on Tesla at this point? Is it a buy, thinking about a long term position here.

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Read Answer Asked by Eugene on June 06, 2023

• Pason Systems Inc. (PSI $12.54)
  • $12.54 P/E (TTM): 18.72X Cap: $975M
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• Nordic American Tankers Limited (NAT $5.02)
  • $5.02 Cap: $1.10B
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Q: Thoughts on NAT over the next 2-3 years?

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Read Answer Asked by Eric on June 06, 2023

• Manulife Financial Corporation (MFC $45.90)
  • $45.90 P/E (TTM): 15.1X Cap: $76.96B
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• Great-West Lifeco Inc. (GWO $63.26)
  • $63.26 P/E (TTM): 14.64X Cap: $57.33B
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• Sun Life Financial Inc. (SLF $86.15)
  • $86.15 P/E (TTM): 14.01X Cap: $47.71B
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• Power Corporation of Canada Subordinate Voting Shares (POW $66.25)
  • $66.25 P/E (TTM): 13.98X Cap: $42.20B
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Q: Which ONE of the 4 stocks above would you suggest purchasing for a combination of dividend and capital appreciation over the next 12 months?

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Read Answer Asked by Ron on June 06, 2023

• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 28.96X Cap: $2.22T
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• Verizon Communications Inc. (VZ $51.38)
  • $51.38 P/E (TTM): 12.66X Cap: $216.70B
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Q: AAPL caused some stress for payment companies with their announcement re: getting more serious about the payments business some weeks ago. Do you think Amazon’s announcement re: “free wireless to Prime members” has a greater or lesser potential impact on VZ and AT&T?

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Read Answer Asked by David on June 06, 2023

Q: AIDB
NYSE Arca/US
Qraft AI-Pilot U.S. Large Cap Dynamic Beta ETF

Speculative buy?

Thank you.

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Read Answer Asked by Ross on June 06, 2023

• NexPoint Real Estate Finance Inc - Ordinary Shares (NREF $13.15)
  • $13.15 P/E (TTM): 4.26X Cap: $233M
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Q: Despite being currently in a downtrend, the company's seemingly well-funded dividend and diversified business strategy make it interesting to me, a retired, dividend-seeking investor. What are your perceptions? Thanks!

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Read Answer Asked by David on June 06, 2023

• Miscellaneous (MISC)
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Q: I note you were asked something similar to this last October, but that was with respect to gold. There is more talk of a desperate Putin using a tactical nuke in Ukraine as this is his only path to victory while failure means his own demise. I know you can only guess but my own guess is the overall markets would go insane, blow through circuit breakers and drop at least 10%-20% on the day. Is your more experienced, more considerate 'guess' somewhat similar?

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Read Answer Asked by John on June 06, 2023