Investment Q&A

• PIMCO Global Income Opportunities Fund (PGI.UN $7.39)
  • $7.39 Cap: $270M
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Q: This ETF is yielding 9.22% and running at about 40% discount. Is there anything not to like about this?

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Read Answer Asked by Anthony on November 28, 2022

• Verde Agritech Ltd. Ordinary Shares (NPK $0.48)
  • $0.48 Cap: $25M
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Q: Can you explain why NPK is in freefall. It had good earnings, is commissioning another line now and was just awarded easements for a lot more production. What am I missing. Thanks

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Read Answer Asked by Bruce on November 28, 2022

Q: Peter; Can you quantify the oil price cap on Russian oil relative to our Canadian oil companies? Thanks.
Rod

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Read Answer Asked by Rodney on November 28, 2022

• Lundin Mining Corporation (LUN $15.45)
  • $15.45 Cap: $13.81B
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• B2Gold Corp. (BTO $4.91)
  • $4.91 Cap: $6.51B
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• Aura Minerals Inc. (ORA $36.40)
  • $36.40 Cap: $2.68B
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Q: Is today's nearly 10% drop more of Aura's usual occasionally horrific volatility or is this something to worry about? How would you rank Ora, Bto, and Lun for growth potential and dividend reliability?
Many thanks!

Upvote 1

Read Answer Asked by David on November 28, 2022

• AbbVie Inc. (ABBV $197.30)
  • $197.30 P/E (TTM): 84.64X Cap: $349.86B
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• Eli Lilly and Company (LLY $644.50)
  • $644.50 P/E (TTM): 50.91X Cap: $592.15B
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• UnitedHealth Group Incorporated (DE) (UNH $254.35)
  • $254.35 P/E (TTM): 10.5X Cap: $227.59B
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• Health Care Select Sector SPDR (XLV $130.40)
  • $130.40 P/E (TTM): 65.74X Cap: $31.97B
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• WELL Health Technologies Corp. (WELL $4.82)
  • $4.82 Cap: $1.22B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Is there something to replace WELL in the Healthcare sector in Canada or US, ETF inclued?

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Read Answer Asked by Yves on November 28, 2022

• Constellation Software Inc. (CSU $4,900.20)
  • $4,900.20 P/E (TTM): 96.06X Cap: $97.47B
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• CAE Inc. (CAE $39.35)
  • $39.35 P/E (TTM): 31.21X Cap: $12.59B
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• BRP Inc. Subordinate Voting Shares (DOO $71.27)
  • $71.27 Cap: $5.15B
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• Kinaxis Inc. (KXS $198.62)
  • $198.62 P/E (TTM): 428.71X Cap: $5.60B
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• Premium Brands Holdings Corporation (PBH $93.92)
  • $93.92 P/E (TTM): 35.01X Cap: $4.14B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.96)
  • $205.96 P/E (TTM): 123.17X Cap: $267.02B
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• Topicus.com Inc. (TOI $176.50)
  • $176.50 P/E (TTM): 87.6X Cap: $23.47B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

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Read Answer Asked by Yves on November 28, 2022

• Enbridge Inc. (ENB $65.41)
  • $65.41 P/E (TTM): 22.74X Cap: $141.02B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.46)
  • $41.46 P/E (TTM): 60.74X Cap: $6.98B
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Q: Where am I likely to get the biggest total return in the next 3 to 5 years, ENB or CAR.un?

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Read Answer Asked by Valter on November 28, 2022

• Pine Cliff Energy Ltd. (PNE $0.64)
  • $0.64 Cap: $229M
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Q: hi folks, please get your opinion of Q3 results & operations of Pine Crest Energy pne/t...dividend raised to 8+%...but company seems to be flying under the radar...any concerns, or ok to start position..thanks as always, jb Piedmont QC....PS: thx to 5i "tweet" on divey raise..I had not heard/followed company until alert by 5i..merci beaucoup

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Read Answer Asked by John on November 28, 2022

Q: Chevron Gets New U.S. License to Pump Oil in Venezuela Again

Peter; Is this significant re possible supply coming on ? Thanks
Rod

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Read Answer Asked by Rodney on November 28, 2022

• Genuine Parts Company (GPC $132.58)
  • $132.58 P/E (TTM): 22.91X Cap: $18.51B
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Q: What are your thoughts on GPC. How is their DEBTS. How was their last earnings. Would you consider buying now

Thanks for the great service

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Read Answer Asked by Hector on November 28, 2022

• Leon's Furniture Limited (LNF $28.58)
  • $28.58 P/E (TTM): 12.86X Cap: $2.03B
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Q: Hi Peter,
LNF has been down about 10% for the last few weeks. Are there anything unusual that we are not awared off. If not, is this the moment to add more.
Thanks again,
Roger

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Read Answer Asked by Roger on November 28, 2022

• Dye & Durham Limited (DND $10.92)
  • $10.92 Cap: $712M
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Q: DND has offered to purchase back shares by Dec 16. option1 ; tender offer, option 2 : purchase offer. Please advise which option or best to leave as is, let the mkt. determines. Thanks, Fooklin

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Read Answer Asked by Fooklin on November 28, 2022

• Pine Cliff Energy Ltd. (PNE $0.64)
  • $0.64 Cap: $229M
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• Birchcliff Energy Ltd. (BIR $6.43)
  • $6.43 P/E (TTM): 12.74X Cap: $1.73B
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• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: What would be your top 3 mid-cap energy choices currently?

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Read Answer Asked by JAMES on November 27, 2022

• Calian Group Ltd. (CGY $50.47)
  • $50.47 Cap: $588M
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Q: would you invest in this comany now
thanks

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Read Answer Asked by gabriel on November 25, 2022

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.69)
  • $16.69 Cap: $822M
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Q: I am currently down 20% on my XHY holding. I am thinking of taking the tax loss and either rebuying it in 30 days or possibly buying a dividend paying blue chip stock that yields the same 5+% ... and has some potential for growth. Your thoughts?

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Read Answer Asked by Lucy on November 25, 2022

• Visa Inc. (V $335.17)
  • $335.17 P/E (TTM): 32.89X Cap: $653.33B
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Q: Hi Peter, Ryan & 5i team,
Opinions seem to be high on Visa right now with pent up demand for travelling . What are your thoughts on the stock? It is trading @ $211.73 US . Is there a canadian hedged Visa Stock? "VISA CDR trades @ $20.48. can you please clarify?
thank you for your opinions.

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Read Answer Asked by john on November 25, 2022

• Brunswick Exploration Inc. (BRW $0.14)
  • $0.14 Cap: $28M
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Q: your opinion and buy rating at this time

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Read Answer Asked by Bob on November 25, 2022

• Equinix Inc. (EQIX $778.00)
  • $778.00 P/E (TTM): 76.4X Cap: $75.96B
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• American Tower Corporation (REIT) (AMT $205.48)
  • $205.48 P/E (TTM): 74.82X Cap: $96.69B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.46)
  • $41.46 P/E (TTM): 60.74X Cap: $6.98B
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• Granite Real Estate Investment Trust (GRT.UN $76.10)
  • $76.10 P/E (TTM): 15.21X Cap: $4.76B
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• InterRent Real Estate Investment Trust (IIP.UN $13.24)
  • $13.24 Cap: $1.84B
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• Extra Space Storage Inc (EXR $135.34)
  • $135.34 P/E (TTM): 29.64X Cap: $28.94B
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Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.

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Read Answer Asked by Valter on November 25, 2022

• CareRx Corporation (CRRX $2.91)
  • $2.91 Cap: $180M
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Q: Good Day All,

You recently answered a question on this company from another subscriber, and mentioned something about the cannabis sector. The way the answer was structured leaves me wondering about this remark as I don't believe CRRX operates in that sector; rather it provides drugs to seniors. Is the review of the fundamentals correct for the company, or are your comments based upon a different company in the cannabis sector? Could you clarify?

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Read Answer Asked by Robert on November 25, 2022

• Pine Cliff Energy Ltd. (PNE $0.64)
  • $0.64 Cap: $229M
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Q: Debt is almost nil, yet the Price to book is higher than the Price to cash flow. Why is P/B so high?

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Read Answer Asked by James on November 25, 2022