Investment Q&A

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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• Axon Enterprise Inc. (AXON $527.05)
  • $527.05 P/E (TTM): 133.58X Cap: $35.12B
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• CrowdStrike Holdings Inc. (CRWD $362.61)
  • $362.61 Cap: $88.29B
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• Vertiv Holdings LLC Class A (VRT $263.73)
  • $263.73 P/E (TTM): 92.61X Cap: $96.85B
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• Celsius Holdings Inc. (CELH $50.06)
  • $50.06 P/E (TTM): 447.45X Cap: $13.07B
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Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks

Upvote 8

Read Answer Asked by Gary on November 13, 2023

• The Trade Desk Inc. (TTD $25.43)
  • $25.43 P/E (TTM): 27.78X Cap: $12.06B
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• Perion Network Ltd (PERI $8.14)
  • $8.14 Cap: $409M
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• illumin Holdings Inc. (ILLM $0.94)
  • $0.94 Cap: $48M
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Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.

Upvote 6

Read Answer Asked by James on November 13, 2023

• Sylogist Ltd. (SYZ $3.92)
  • $3.92 Cap: $93M
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Q: What did you think of the recent earnings and CEO's outlook?

TIA

Upvote 8

Read Answer Asked by Gerald on November 13, 2023

• Exchange Income Corporation (EIF $108.79)
  • $108.79 P/E (TTM): 37.07X Cap: $5.49B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.49)
  • $36.49 P/E (TTM): 20.74X Cap: $858M
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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 $120.50)
  • $120.50 P/E (TTM): 17.81X Cap: $286M
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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 $3.68)
  • $3.68 Cap: $90M
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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 $124.21)
  • $124.21 P/E (TTM): 11.44X Cap: $1.61B
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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 $33.40)
  • $33.40 P/E (TTM): 31.0X Cap: $272M
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• iShares Global REIT ETF (REET $27.13)
  • $27.13 P/E (TTM): 32.27X Cap: $4.74B
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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 $4,158.23)
  • $4,158.23 P/E (TTM): 23.3X Cap: $128.86B
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• Eli Lilly and Company (LLY $1,030.14)
  • $1,030.14 P/E (TTM): 46.12X Cap: $983.11B
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• United Rentals Inc. (URI $862.77)
  • $862.77 P/E (TTM): 22.86X Cap: $56.50B
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• Tesla Inc. (TSLA $415.86)
  • $415.86 P/E (TTM): 370.21X Cap: $1.53T
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• Crocs Inc. (CROX $93.62)
  • $93.62 Cap: $4.85B
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• Axon Enterprise Inc. (AXON $527.05)
  • $527.05 P/E (TTM): 133.58X Cap: $35.12B
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• Perion Network Ltd (PERI $8.14)
  • $8.14 Cap: $409M
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• InMode Ltd. (INMD $13.96)
  • $13.96 Cap: $885M
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• eXp World Holdings Inc. (EXPI $7.41)
  • $7.41 Cap: $1.18B
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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 $122.73)
  • $122.73 P/E (TTM): 72.49X Cap: $3.33B
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• Savaria Corporation (SIS $25.65)
  • $25.65 P/E (TTM): 29.94X Cap: $1.83B
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• EQB Inc. (EQB $117.09)
  • $117.09 P/E (TTM): 17.76X Cap: $4.34B
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• Galaxy Digital Inc. Class A common stock (GLXY $31.86)
  • $31.86 Cap: $11.51B
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• Docebo Inc. (DCBO $23.12)
  • $23.12 P/E (TTM): 22.2X Cap: $648M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Lumine Group Inc. (LMN $20.23)
  • $20.23 P/E (TTM): 74.82X Cap: $4.85B
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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 Cap: $9M
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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 $6.81)
  • $6.81 Cap: $204M
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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 $110.01)
  • $110.01 P/E (TTM): 7.89X Cap: $1.77B
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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 $28.76)
  • $28.76 Cap: $2.75B
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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 $103.28)
  • $103.28 P/E (TTM): 25.56X Cap: $128.28B
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• Leon's Furniture Limited (LNF $28.51)
  • $28.51 P/E (TTM): 11.35X Cap: $1.95B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.81)
  • $5.81 Cap: $1.49B
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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 $30.10)
  • $30.10 P/E (TTM): 14.36X Cap: $57.66B
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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 $20.15)
  • $20.15 Cap: $5.24B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $53.99)
  • $53.99 P/E (TTM): 60.02X Cap: $24.70B
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• Boralex Inc. Class A Shares (BLX $27.19)
  • $27.19 Cap: $2.79B
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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 $9.34)
  • $9.34 Cap: $7.15B
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• Knight Therapeutics Inc. (GUD $6.32)
  • $6.32 Cap: $636M
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• Canopy Growth Corporation (WEED $1.61)
  • $1.61 Cap: $592M
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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 $44.21)
  • $44.21 Cap: $28.93B
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• Algonquin Power & Utilities Corp. (AQN $9.34)
  • $9.34 Cap: $7.15B
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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