Investment Q&A

Q: You often reference your preference for aggregate bond funds. What exactly is an aggregate bond fund and how do they differ from a "regular" bond fund (ETF)?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on August 18, 2023

• MTY Food Group Inc. (MTY $33.55)
  • $33.55 P/E (TTM): 23.74X Cap: $766M
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• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.37X Cap: $2.44B
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• XPEL Inc. (XPEL $34.63)
  • $34.63 P/E (TTM): 20.2X Cap: $958M
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• Inventronics Limited (IVX $0.88)
  • $0.88 P/E (TTM): 29.33X Cap: $4M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• OTC Markets Group Inc - Class A (OTCM $52.88)
  • $52.88 P/E (TTM): 21.11X Cap: $627M
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Q: COULD YOU SUGGEST 5 MICRO AND 5 SMALL CAP STOCKS YOU MIGHT HAVE YOUE EYE ON IN ORDER OF PREFERENCE FOR CANADA AND US
THANKS
JEFF

Upvote 1

Read Answer Asked by JEFF on August 18, 2023

• Super Micro Computer Inc. (SMCI $50.37)
  • $50.37 P/E (TTM): 31.36X Cap: $29.93B
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Q: did well with SMCI;
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave

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Read Answer Asked by david on August 18, 2023

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.07)
  • $5.07 Cap: $1.26B
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Q: hi
How do you feel about Northwest Healthcare Properties?
Thanks

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Read Answer Asked by Carlo on August 18, 2023

• Canadian Tire Corporation Limited (CTC $246.46)
  • $246.46 P/E (TTM): 18.02X Cap: $13.32B
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Q: Hi Peter
took a hit and pays a nice dividend
I have some shares in Dol and ATD
like to start a half position in CTC.A

would you wait until a bottom forms?
what would you think is a decent entry point? thanks

Michael
likes Cdn companies as I shop at Cdn Tire and like
the dividends

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Read Answer Asked by Michael on August 18, 2023

• CVS Health Corporation (CVS $76.69)
  • $76.69 P/E (TTM): 22.48X Cap: $97.35B
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Q: I would appreciate you comments about the latest news from Blue Cross in California. Will obviously hurt CVS. Time to get out.

Thanks

Dave.

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Read Answer Asked by David on August 18, 2023

• Netflix Inc. (NFLX $1,089.00)
  • $1,089.00 P/E (TTM): 46.89X Cap: $462.74B
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• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.25X Cap: $201.08B
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Q: Been watching this for a while. How would you evaluate this, are you a buyer here, or is this another show me turnaround play?

Upvote 1

Read Answer Asked by Chris on August 18, 2023

• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.64B
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Q: Hi, Do you have any idea why ATS has lost 15% of its value, within less than a month ($55 from the high of $64) ? Despite company posting solid results, stock has failed to gain any traction. This company, we know, is one of your favourites in the group. Is there any change in your thesis ? If not, should it be a great buying opportunity to add ? Thank You

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Read Answer Asked by rajeev on August 18, 2023

• Data Communications Management Corp. (DCM $1.32)
  • $1.32 P/E (TTM): 11.17X Cap: $73M
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Q: Hi 5i Team - Could you provide an analysis and opinion of DCM's recent second quarter results. Also an update on fundamentals including cash on hand and debt. Even though it is a small market cap, would this be a good time to add to a relatively position. Thanks.

Upvote 0

Read Answer Asked by Rob on August 18, 2023

• V.F. Corporation (VFC $14.06)
  • $14.06 Cap: $5.49B
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Q: Can I please have your view on VFC. Buy , Hold or Sell?

Upvote 1

Read Answer Asked by John on August 18, 2023

• Coca-Cola Company (The) (KO $68.98)
  • $68.98 P/E (TTM): 24.24X Cap: $296.72B
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• PepsiCo Inc. (PEP $147.55)
  • $147.55 P/E (TTM): 27.79X Cap: $201.75B
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• Procter & Gamble Company (The) (PG $149.58)
  • $149.58 P/E (TTM): 22.85X Cap: $349.52B
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• Target Corporation (TGT $92.92)
  • $92.92 P/E (TTM): 10.96X Cap: $42.22B
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• North West Company Inc. (The) (NWC $45.05)
  • $45.05 P/E (TTM): 15.86X Cap: $2.14B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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Q: As a follow up to my question on Target. What would be a replacement for it? I am a dividend investor with some growth stocks. I aleady have NWC, PEP, PBH and PG. Should I just add to NWC as it is low right now with the 4% dividend, add equally to these or is there a particualr peference of another such as KO?

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Read Answer Asked by STANLEY on August 18, 2023

• Saturn Oil & Gas Inc. (SOIL $2.63)
  • $2.63 P/E (TTM): 1.98X Cap: $515M
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Q: Can you please provide your assessment of most recent results. Is it a buy here?

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Read Answer Asked by Chris on August 18, 2023

• Vanguard S&P 500 Index ETF (VFV $169.34)
  • $169.34 P/E (TTM): 27.07X Cap: $27.43B
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Q: where is the best return for $20000. US

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Read Answer Asked by george on August 18, 2023

• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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Q: Good Morning

Both my wife I own shares in ECN and have been long time owners and over the years have done very well. However now in our mid seventies and with the new focus for ECN if now would be a good time to exit our position and invest in something more appropriate and conservative for our age. Selling half would leave us with to small a position so either sell all or retain it?
What are your thoughts and if sell is the suggestion what would those suggestions be?
we are over weight in both financials and TECH
We understand you are unable to provide direct guidance
Thks
Marcel

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Read Answer Asked by Marcel on August 18, 2023

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $119.25)
  • $119.25 P/E (TTM): 84.2X Cap: $76.01B
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Q: hello 5i:
regarding the warrants that will eventually trade for the CSU bonds: can you hazard a guess as to what price range they might trade at; possibly looking back and seeing what others have done in this situation?
thanks
Paul L

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Read Answer Asked by Paul on August 18, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Garmin Ltd. (Switzerland) (GRMN $214.97)
  • $214.97 P/E (TTM): 27.11X Cap: $41.34B
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
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• Lowe's Companies Inc. (LOW $239.82)
  • $239.82 P/E (TTM): 19.56X Cap: $134.49B
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• Ulta Beauty Inc. (ULTA $509.66)
  • $509.66 P/E (TTM): 19.43X Cap: $22.85B
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Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

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Read Answer Asked by gary on August 18, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.48B
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Q: Hello 5i Team
Of the two companies which one would you think has a better growth run way in the next 5 years.
Thanks

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Read Answer Asked by claudio on August 18, 2023

• illumin Holdings Inc. (ILLM $1.18)
  • $1.18 Cap: $60M
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Q: Hi 5i, surprised no one has inquired about their quarterly results last week, so here goes. Pls provide comments and any information gleaned from their forward guidance. Also, do you feel this Dutch auction is providing a temporary floor to price, and once gone the downward action will resume? Thx.

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Read Answer Asked by Christopher on August 18, 2023

Q: Big pullback in Adyen today. It has been a stellar company historically. Do you see this as a buying opportunity or the first of more red flags to come and more of a wait and see story? thx

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Read Answer Asked by Adam on August 18, 2023

• Mattr Corp. (MATR $10.77)
  • $10.77 P/E (TTM): 15.5X Cap: $662M
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Q: Any comments about the 6% pullback today?
Jerry

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Read Answer Asked by Jerry on August 18, 2023