Investment Q&A

• Bank of America Corporation (BAC $53.36)
  • $53.36 P/E (TTM): 14.36X Cap: $389.66B
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• JPMorgan Chase & Co. (JPM $308.78)
  • $308.78 P/E (TTM): 15.12X Cap: $832.78B
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• Toronto-Dominion Bank (The) (TD $131.66)
  • $131.66 P/E (TTM): 11.11X Cap: $224.77B
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• Manulife Financial Corporation (MFC $50.64)
  • $50.64 P/E (TTM): 15.75X Cap: $84.91B
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• Sun Life Financial Inc. (SLF $90.84)
  • $90.84 P/E (TTM): 23.48X Cap: $50.31B
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• TMX Group Limited (X $44.80)
  • $44.80 P/E (TTM): 30.42X Cap: $12.46B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.86)
  • $5.86 P/E (TTM): 23.48X Cap: $624M
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• Bank of Nova Scotia (The) (BNS $75.95)
  • $75.95 P/E (TTM): 25.56X Cap: $94.70B
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Q: I am a value dividend investor of 77 years, Portfolio analysis says I am over 20% in Financial industry. I hold BAC, BNS, FSZ, JPM, MFC, SLF, TD, X. I am up in all except one and the dividends keep rolling in. I am loath to let any go. If it is needed, please suggest a substitution.

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Read Answer Asked by STANLEY on February 13, 2023

• Invesco FTSE RAFI Global+ Index ETF (PXG $28.05)
  • $28.05 P/E (TTM): 11.1X
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Q: Hello,

I just received a letter stating that PXG and many other Invesco ETF's are being delisted as at April 17, 2023.

Is it more prudent to sell prior to this date or let the delisting date be the selling date? Any advantages or disadvantages?

Thanks for your help.

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Read Answer Asked by Mauro on February 13, 2023

• Peyto Exploration & Development Corp. (PEY $26.61)
  • $26.61 P/E (TTM): 14.16X Cap: $5.35B
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• Vermilion Energy Inc. Common (Canada) (VET $10.32)
  • $10.32 Cap: $1.58B
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Q: I bought these two stocks years ago when you had them in your portfolio, they have gone a fair bit south since then but I am seeing some interest from analysts in these being in a buy position again.
What are your thoughts on taking a position now given the sector they are in

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Read Answer Asked by Jim on February 13, 2023

Q: Good Morning,

Could you please explain how a margin account works for the newer or inexperienced members. A general explanation on costs, taxes, overall thoughts, etc would be appreciated. Thanks again.

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Read Answer Asked by Darby on February 13, 2023

• Enbridge Inc. (ENB $69.71)
  • $69.71 P/E (TTM): 28.03X Cap: $152.10B
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Q: Your thoughts please on the quarter?


Thx

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Read Answer Asked by blake on February 13, 2023

• Sangoma Technologies Corporation (STC $6.25)
  • $6.25 Cap: $207M
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Q: Peter; Could you advise what the up to date short position is? Thanks
Rod

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Read Answer Asked by Rodney on February 13, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $126.58)
  • $126.58 Cap: $14.61B
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Q: Aritzia is having a brutal share price performance to start the year.Given it is one of your top growth ideas …are we seeing anything to account for this.?Are US store openings still on the same timeline?Has there been any meaningful sales blowouts to reduce inventory..Or do we just have a sceptical market sentiment?

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Read Answer Asked by Kim on February 13, 2023

• Anaergia Inc. (ANRG $2.11)
  • $2.11 Cap: $359M
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Q: Hello 5i team,
Just wondering why ANRG is taking hits in the last couple of trading days?
Andrew

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Read Answer Asked by Andrew on February 13, 2023

• Intact Financial Corporation (IFC $266.37)
  • $266.37 P/E (TTM): 19.04X Cap: $46.53B
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Q: How do property and casualty insurance companies mitigate their risk from natural disasters? Can I get your high level thoughts on IFC and which property and casualty insurance company you like best in Canada. thanks

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Read Answer Asked by Ian on February 13, 2023

• goeasy Ltd. (GSY $122.02)
  • $122.02 P/E (TTM): 8.85X Cap: $1.95B
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Q: Would you please remind us of the criteria going into RATING.
Clearly there's more to it than adding up the GRADES.
GSY & TSU RATINGS compared to SLF are mil;es apart using GRADES only.

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Read Answer Asked by Joseph on February 13, 2023

Q: When I put the subscription costs of 5iresearch for my income tax return under which category the money can be claimed? Portfolio manegement ?
Miroslaw

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Read Answer Asked by Miroslaw on February 13, 2023

Q: Hello 5i,
In the "Managing your Prtfolio" section of the Portfolio Analysis it is mentioned that a sector should be no more than 20%, yet I am warned tht I am near 20% in an industry. What is the reason for the difference? Could it be that the industries make up a sector and here are diffeent values for industries than for sectors?
Thank you
Stanley

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Read Answer Asked by STANLEY on February 13, 2023

• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X
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Q: With the recent drop in share price, do you think it is a buying opportunity? What do you think of the company's business and management?

Thanks,

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Read Answer Asked by Liping on February 13, 2023

• Galiano Gold Inc. (GAU $3.83)
  • $3.83 Cap: $1.06B
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Q: What are the expectations for GAU earnings tomorrow?

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Read Answer Asked by John on February 13, 2023

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.72)
  • $47.72 P/E (TTM): 6.44X Cap: $3.71B
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Q: With China sending UFOs to annoy Biden and inconvenience Justin do you feel this could cause issues with holdings in China? My only exposure is in VEE so wonder if I should sell it and buy a ex china emerging market ETF. Do you have a recommendation for a VEE replacement with no or much less China exposure.

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Read Answer Asked by Tom on February 13, 2023

• Savaria Corporation (SIS $25.00)
  • $25.00 P/E (TTM): 29.29X Cap: $1.78B
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Q: Your thoughts on the preliminary Savaria numbers out today?

Thx

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Read Answer Asked by blake on February 13, 2023

• Dye & Durham Limited (DND $3.49)
  • $3.49 Cap: $234M
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Q: For a company that was once going to take itself private do you still see growth or better to move on

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Read Answer Asked by andrew on February 13, 2023

• Dye & Durham Limited (DND $3.49)
  • $3.49 Cap: $234M
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Q: Dye and Durban reported results this morning which don't seem to have pleased the market. What do you think of this company? Also, do you find the negative stock action Friday mildly suspicious? This is not normally a stock that jumps up or down that much on no news.

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Read Answer Asked by John on February 13, 2023

Q: As a subscriber for 5i membership how can I get benefit of the above?.

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Read Answer Asked by Nizar on February 13, 2023

• Alaris Equity Partners Income Trust (AD.UN $22.53)
  • $22.53 P/E (TTM): 6.07X Cap: $1.02B
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• Exchange Income Corporation (EIF $100.54)
  • $100.54 P/E (TTM): 36.41X Cap: $5.45B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.68)
  • $71.68 P/E (TTM): 33.43X Cap: $115.45B
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Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks

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Read Answer Asked by JOHN on February 13, 2023