Investment Q&A

• BMO Equal Weight Oil & Gas Index ETF (ZEO $74.81)
  • $74.81 P/E (TTM): 15.43X Cap: $217M
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• Harvest Canadian Equity Income Leaders ETF (HLIF $9.98)
  • $9.98 P/E (TTM): 28.08X Cap: $114M
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Q: I hold some cash at present, and would like to take advantage of the dividend tax credit to reduce tax on dividend income. Can you suggest 5 or 6 ETF's that hold mostly Canadian stocks, and that have a distribution of over 7.5% consisting primarily of eligible dividends, and based on their holdings, you would consider to have a safe distribution going forward? Thank you.

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Read Answer Asked by Will on March 10, 2023

• GE HealthCare Technologies Inc. (GEHC $71.10)
  • $71.10 P/E (TTM): 14.86X Cap: $31.94B
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Q: Would GEHC be a stock to look at now ( in the same way Buffet capitalized on the Synchrony Financial spinoff ) several years ago ?

Thanks

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Read Answer Asked by Thomas on March 10, 2023

• Freeport-McMoRan Inc. (FCX $40.80)
  • $40.80 P/E (TTM): 32.67X Cap: $58.59B
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• Sherritt International Corporation (S $0.15)
  • $0.15 Cap: $71M
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• CrowdStrike Holdings Inc. (CRWD $425.00)
  • $425.00 Cap: $105.93B
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• Datadog Inc. (DDOG $136.38)
  • $136.38 P/E (TTM): 295.17X Cap: $47.09B
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Q: I hold all three companies , all bought when share prices were higher. Comments and rankings on these three please. All have shown some gains recently. Are they worth holding for improved macro conditions and eventual recovery? All three are in a taxable account, so should any be sold for tax loss?

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Read Answer Asked by Maureen on March 10, 2023

• Wajax Corporation (WJX $23.14)
  • $23.14 P/E (TTM): 12.65X Cap: $503M
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Q: What is your opinion of WJX as a buy ? Thanks.Cheers

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Read Answer Asked by Hans on March 10, 2023

• 3M Company (MMM $151.74)
  • $151.74 P/E (TTM): 20.98X Cap: $80.82B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $120.96)
  • $120.96 P/E (TTM): 16.17X Cap: $279.33B
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• CrowdStrike Holdings Inc. (CRWD $425.00)
  • $425.00 Cap: $105.93B
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Q: hi, I think you mis-read my question. I own CRWD already. and also you did not comment on BABA. could you please add a follow up... thx

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Read Answer Asked by chris on March 10, 2023

• Pine Cliff Energy Ltd. (PNE $0.64)
  • $0.64 Cap: $229M
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Q: Despite warm winter and shutdown for 8 months of Freeport lng terminal ppl when announcing their year end results did not cut their 10% dividend or production.
Do they hedge any of their production?
Buy,sell or hold?

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Read Answer Asked by Terry on March 10, 2023

• Bank of America Corporation (BAC $44.92)
  • $44.92 P/E (TTM): 13.32X Cap: $332.72B
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• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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Q: Is the sell off a good buying opportunity for BAC?

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Read Answer Asked by Gary on March 10, 2023

• AT&T Inc. (T $28.06)
  • $28.06 P/E (TTM): 16.87X Cap: $200.63B
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• Verizon Communications Inc. (VZ $42.95)
  • $42.95 P/E (TTM): 10.08X Cap: $181.09B
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Q: If you were going to buy one of these companies for a 3 to 5 year hold - which one would you choose and why?

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Read Answer Asked by Ray on March 10, 2023

• InterRent Real Estate Investment Trust (IIP.UN $13.26)
  • $13.26 Cap: $1.85B
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Q: How did IIP do vs expectations in q4? And is it a buy?

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Read Answer Asked by Scott on March 10, 2023

• Labrador Iron Ore Royalty Corporation (LIF $26.75)
  • $26.75 P/E (TTM): 12.58X Cap: $1.72B
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Q: Comment on results?

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Read Answer Asked by dan on March 10, 2023

• Meridian Mining UK Societas (MNO $0.83)
  • $0.83 Cap: $237M
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Q: Hello. Can I have your comments on MNO’s March 6 release on the Cabacal mine PEA? Overall thoughts on the stock and the company in light of this release? Any significant third party investors and do insiders hold it and if so how much? Would you buy for a higher risk play on gold?

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Read Answer Asked by Robert on March 10, 2023

• JPMorgan Chase & Co. (JPM $286.94)
  • $286.94 P/E (TTM): 14.3X Cap: $789.01B
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• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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Q: Would JPM be a good time to buy now?

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Read Answer Asked by wilson on March 10, 2023

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.2X Cap: $1.59B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.17)
  • $21.17 P/E (TTM): 15.27X Cap: $2.15B
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Q: hi, can you please advise (if not already asked) analysis on these companies most recent 1/4 and FY results.
AT seems to have had increased revenues but profits are lacking vs comparable results, IMO.
PXT looks like it is firing on all cylinders (political risk aside) and the increased dividend seems to reflects that.
TOY seems to have mixed results again.

Any released forward looking statements concern you?

Are any of these adds/buys in today's market? I own about 2% each of all 3 in a diversified account.

Cheers,
Steve

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Read Answer Asked by Stephen on March 10, 2023

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.2X Cap: $1.59B
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Q: Kindly comment on the PXT result for 2022 just released, the positives and negatives. Also the future guidance looking ahead. Thanks.

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Read Answer Asked by Victor on March 10, 2023

• Fortis Inc. (FTS $69.84)
  • $69.84 P/E (TTM): 20.38X Cap: $35.03B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.21)
  • $47.21 Cap: $17.66B
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Q: Hi, interested in your opinion on this two companies, for a 5 + year hold. I like the dividends and some growth, but your comment on management ,debt, and growth would be appreciated .
Thanks

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Read Answer Asked by Brad on March 10, 2023

• BILL Holdings Inc. (BILL $41.51)
  • $41.51 Cap: $4.30B
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Q: Some people I know have recommended buying BILL. Do you have any comments on this company. Buy, sell or hold-- or just not buy.

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Read Answer Asked by Maureen on March 10, 2023

• Williams Companies Inc. (The) (WMB $57.89)
  • $57.89 P/E (TTM): 31.53X Cap: $70.69B
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• Energy Transfer LP (ET $17.62)
  • $17.62 P/E (TTM): 13.53X Cap: $60.46B
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Q: How are dividends from midstream companies like ET, WMB treated if held in a registered account? Is there a withholding tax still applied as when held in a non-registered account?

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Read Answer Asked by Bruce on March 09, 2023

• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 32.61X Cap: $4.06B
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Q: Hello 5i team,
What is with the PBH decline this week? Is this to do with the CAN government inquiry on food inflation this week?
Thank You,
Andrew

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Read Answer Asked by Andrew on March 09, 2023

• Evertz Technologies Limited (ET $12.21)
  • $12.21 P/E (TTM): 15.65X Cap: $924M
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• Haivision Systems Inc. (HAI $4.78)
  • $4.78 Cap: $132M
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Q: your thoughts on Evertz and the planned takeover of Hai?
Would you buy ET here and is its dividend safe?
I always thought ET would be a takeover candidate itself,is this still the case.
What is the insiders position in ET and have they been buying lately?

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Read Answer Asked by Josh on March 09, 2023

• iShares Global Healthcare ETF (IXJ $82.73)
  • $82.73 P/E (TTM): 64.56X Cap: $3.60B
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• Health Care Select Sector SPDR (XLV $129.01)
  • $129.01 P/E (TTM): 65.74X Cap: $32.06B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $17.69)
  • $17.69 P/E (TTM): 62.31X Cap: $203M
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Q: I know that you have suggested the US for healthcare sector exposure given the somewhat limited opportunities in Canada. I struggle a bit with the single company risks in the sector given the possible reversals in fortune with political policy decisions, failures with trials and products in the pipeline, lawsuits etc. etc. Can you suggest two or three ETFs that cover the the entire Healthcare universe (devices, pharmaceuticals, biotech, health insurance carriers and/or whatever else makes up the sector) reasonably well. Thank you!

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Read Answer Asked by Stephen R. on March 09, 2023