Investment Q&A

• Wheaton Precious Metals Corp. (WPM $137.19)
  • $137.19 P/E (TTM): 72.19X Cap: $62.27B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $43.22)
  • $43.22 P/E (TTM): 33.89X Cap: $15.75B
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• MAG Silver Corp. (MAG $31.43)
  • $31.43 P/E (TTM): 25.05X Cap: $3.25B
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Q: As a proxy for a tax loss sale on PAAS what would be your three top choices today.

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Read Answer Asked by William Ross on August 12, 2021

Q: Hi Guys
Can you comment on the ETF " FRDM"
this etf seems interesting, in their unique approach in terms of the countries that are selected .
Thanks!

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Read Answer Asked by Gordon on August 12, 2021

• Calian Group Ltd. (CGY $50.26)
  • $50.26 Cap: $587M
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Q: Can you comment on recent results for CGY. What do you think of the company and valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Adcore Inc. (ADCO $0.25)
  • $0.25 Cap: $16M
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Q: This company seems to be moving in the right direction. Good growth and what looks to be a strong outlook. Could you weigh in on the valuation and recent results?

Thanks.

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Read Answer Asked by Robert on August 12, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Chartwell Retirement Residences (CSH.UN $18.04)
  • $18.04 P/E (TTM): 86.14X Cap: $5.10B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $67.48)
  • $67.48 P/E (TTM): 27.04X Cap: $3.46B
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• Main Street Capital Corporation (MAIN $63.28)
  • $63.28 P/E (TTM): 10.89X Cap: $5.71B
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• Gladstone Investment Corporation (GAIN $13.99)
  • $13.99 P/E (TTM): 7.88X Cap: $511M
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• Stag Industrial Inc. (STAG $34.87)
  • $34.87 P/E (TTM): 27.32X Cap: $6.51B
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• Pembina Pipeline Corp. (Canada) (PBA $36.89)
  • $36.89 P/E (TTM): 16.53X Cap: $21.42B
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Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

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Read Answer Asked by D on August 12, 2021

• Pan American Silver Corp. (PAAS $43.22)
  • $43.22 P/E (TTM): 33.89X Cap: $15.75B
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Q: Can you please comment on earnings. I'm down here and I believe it missed estimates last quarter as well.

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Read Answer Asked by David on August 12, 2021

• Victorias Secret & Co. (VSCO $21.68)
  • $21.68 P/E (TTM): 10.45X Cap: $1.49B
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Q: What is your opinion on Victoria secret growth?

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Read Answer Asked by Francois on August 12, 2021

• DigitalOcean Holdings Inc. (DOCN $34.33)
  • $34.33 P/E (TTM): 27.63X Cap: $3.12B
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Q: Your recent comments about this company seem to generally be positive. Trading volumes seem to have increased in the last few weeks which seems good. Can I get your thoughts on the quarterly results released August 5th? Thanks.

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Read Answer Asked by Marco on August 12, 2021

• CI Financial Corp. (CIX $31.96)
  • $31.96 Cap: $4.58B
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Q: I like the recent q report. The stock still seems underpriced compared to similar US companies which may be a good comparable as almost all of its growth is coming from the US business. It looks like the street is taking more interest. Your thoughts please.

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Read Answer Asked by Murray on August 12, 2021

• Ag Growth International Inc. (AFN $42.42)
  • $42.42 Cap: $797M
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Q: At first glance, the AG Growth International earnings did not look that bad. But the market does not think so. What are your thoughts?

Thanks

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Read Answer Asked by Tom on August 12, 2021

• CAE Inc. (CAE $39.22)
  • $39.22 P/E (TTM): 31.57X Cap: $12.56B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on August 12, 2021

• ECN Capital Corp. (ECN $3.14)
  • $3.14 P/E (TTM): 113.53X Cap: $875M
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Q: I wanted to ask about one more point on the ECN division sale. Assuming the deal close they are getting 2B US$. Only 1.5B of that is being used to pay out 7.50 CAD per share. This means there is 500M US (about $2.50 CAD per share) being added to the company. So at current price of 10.65 the other half of the company is being valued at 65 cents. Is this correct?

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Read Answer Asked by Mike on August 12, 2021

• BSR Real Estate Investment Trust (HOM.UN $16.83)
  • $16.83 Cap: $650M
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Q: Can you comment on BSR reits latest results please. The stock has been on fire and results looked good to me. Is it a decent buy today? How does it compare with peers? Valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Americold Realty Trust Inc. (COLD $14.68)
  • $14.68 Cap: $4.17B
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Q: Would you have an opinion on this reit in the U.S. THANKS

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Read Answer Asked by John on August 12, 2021

Q: Your thoughts on Brookfield's quarter please?

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Read Answer Asked by John on August 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $70.80)
  • $70.80 Cap: $5.17B
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• goeasy Ltd. (GSY $203.82)
  • $203.82 P/E (TTM): 12.23X Cap: $3.35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $72.80)
  • $72.80 P/E (TTM): 36.64X Cap: $8.35B
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• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.19B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.32B
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• Topicus.com Inc. (TOI $183.00)
  • $183.00 P/E (TTM): 95.43X Cap: $23.76B
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Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

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Read Answer Asked by Elliott on August 12, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.62)
  • $6.62 P/E (TTM): 20.78X Cap: $715M
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Q: thoughts on the quarter please? Thx

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Read Answer Asked by blake on August 12, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you please give your assessment of the quarterly results.

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Read Answer Asked by Bruce on August 12, 2021

• ECN Capital Corp. (ECN $3.14)
  • $3.14 P/E (TTM): 113.53X Cap: $875M
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Q: Hi 5i team,
Re ECN, which is in the ‘growth portfolio’, is the special dividend of $7.50 per share only payable to shareholders which are on the book as of Aug 10, 2021? Shares purchased after Aug 10 would not be entitled to this special dividend? Thanks.

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Read Answer Asked by Willie on August 12, 2021

• ECN Capital Corp. (ECN $3.14)
  • $3.14 P/E (TTM): 113.53X Cap: $875M
  • View ECN Profile
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Q: What is the reasonable counter-argument to using my 10% cash holding to buy ECN for the special dividend? It's a good company so I'm fine holding after to ride out any market volatility, and it doesn't seem to have any especially severe company risk compared to peers...

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Read Answer Asked by Rick on August 12, 2021