Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.88)
  • $195.88 P/E (TTM): 79.48X Cap: $250.81B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.20)
  • $34.20 Cap: $12.67B
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Q: Hi Everyone!!

I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?

Cheers and Thanks,

Tamara

Upvote 8

Read Answer Asked by Tamara on November 08, 2023

• Shift4 Payments Inc. Class A (FOUR $91.59)
  • $91.59 P/E (TTM): 49.43X Cap: $7.98B
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• Toast Inc. Class A (TOST $45.00)
  • $45.00 P/E (TTM): 115.47X Cap: $25.57B
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• Fiserv Inc. (FI $137.41)
  • $137.41 P/E (TTM): 23.06X Cap: $75B
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• Superior Plus Corp. (SPB $7.24)
  • $7.24 P/E (TTM): 29.77X Cap: $1.62B
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Q: Is SPB a buy after the big drop today?

Upvote 6

Read Answer Asked by terry on November 08, 2023

• goeasy Ltd. (GSY $215.00)
  • $215.00 P/E (TTM): 12.64X Cap: $3.42B
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Q: Comments on earnings , Seems to be an unappreciated company

Upvote 28

Read Answer Asked by Leon on November 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN

Upvote 14

Read Answer Asked by JANE on November 08, 2023

• ATS Corporation (ATS $37.78)
  • $37.78 Cap: $3.65B
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Q: Hi, Any comments on the results ? Thanks

Upvote 21

Read Answer Asked by rajeev on November 08, 2023

• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.21B
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Q: What do you think of their press release yesterday. I am thinking of adding to may small position

Thank You.

Upvote 16

Read Answer Asked by JR on November 08, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Results are out, not sure they're very good.

What is your analysis and conclusion tell you on these earnings results.


Sheldon

Upvote 10

Read Answer Asked by Sheldon on November 08, 2023

Q: time to shine your crystal ball. Do you think canadian banks will raise dividends in a few weeks when they report 4th quarter results for the start of next year and if yes what percentage do you think each bank will raise?

Upvote 13

Read Answer Asked by hans on November 08, 2023

• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.59)
  • $86.59 Cap: $427M
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Q: Hi Team
Would you advise HYGH as a small position (2-5%) for RIF income. With the rise in interest rates , its hedging seems to have protected its unit value and should continue to do so if there are further increments upward or is it just too risky for an older guy. Best Regards. gary

Upvote 7

Read Answer Asked by Gary on November 08, 2023

Q: a) Is it risky to purchase a corporate Bail-in Bond? Even if they have been rated as A or A-?
b) Can you explain what a bail-in bond means from the purchaser’s (my) point of view?

Upvote 2

Read Answer Asked by Graeme on November 08, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?

Upvote 10

Read Answer Asked by Denis on November 08, 2023

• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.21B
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Q: Hi Peter,

WELL Health will be reporting 3rd Qtr next week. Can you provide Revenue and EBIDTA estimates.

Thank you

Upvote 11

Read Answer Asked by Frank on November 08, 2023

• Exchange Income Corporation (EIF $72.25)
  • $72.25 P/E (TTM): 28.92X Cap: $3.73B
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Q: Time for another dividend hike and another record quarter at earnings release Thursday after hours?

Upvote 15

Read Answer Asked by Alan on November 08, 2023

• TKO Group Holdings Inc. Class A (TKO $188.71)
  • $188.71 P/E (TTM): 76.51X Cap: $36.71B
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Q: What are your thoughts on this company? I currently own Endeavour that owns 51% of TKO. Thanks as always for your advice.

Upvote 2

Read Answer Asked by Nigel on November 08, 2023

• Canadian National Railway Company (CNR $131.75)
  • $131.75 P/E (TTM): 18.4X Cap: $83.73B
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• Suncor Energy Inc. (SU $56.99)
  • $56.99 P/E (TTM): 11.91X Cap: $68.62B
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• Fortis Inc. (FTS $68.03)
  • $68.03 P/E (TTM): 20.26X Cap: $34.72B
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• Tourmaline Oil Corp. (TOU $58.24)
  • $58.24 P/E (TTM): 14.49X Cap: $21.72B
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• WSP Global Inc. (WSP $281.89)
  • $281.89 P/E (TTM): 45.63X Cap: $36.70B
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• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.52B
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• Agnico Eagle Mines Limited (AEM $192.37)
  • $192.37 P/E (TTM): 28.79X Cap: $96.73B
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• Nutrien Ltd. (NTR $80.64)
  • $80.64 P/E (TTM): 189.83X Cap: $38.98B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.56)
  • $90.56 P/E (TTM): 152.91X Cap: $135.15B
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Q: Hi Peter and 5i Team,

From this list of 9 stocks to own in a RRSP for 10+ years, how would you rank them in terms of starting a position today?

Thanks again for the great work that you do.

Upvote 35

Read Answer Asked by Marvin on November 08, 2023

• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
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Q: Please provide an update on HWO.
Thanks

Upvote 2

Read Answer Asked by Harpinder on November 08, 2023

• Home Depot Inc. (The) (HD $405.65)
  • $405.65 P/E (TTM): 27.67X Cap: $406.35B
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• Lowe's Companies Inc. (LOW $256.37)
  • $256.37 P/E (TTM): 21.37X Cap: $144.96B
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• Acadian Timber Corp. (ADN $17.75)
  • $17.75 P/E (TTM): 22.28X Cap: $322M
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• Floor & Decor Holdings Inc. (FND $83.27)
  • $83.27 P/E (TTM): 43.74X Cap: $8.88B
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• TopBuild Corp. (BLD $423.91)
  • $423.91 P/E (TTM): 20.99X Cap: $11.98B
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• NVR Inc. (NVR $8,052.99)
  • $8,052.99 P/E (TTM): 16.63X Cap: $23.05B
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• West Fraser Timber Co. Ltd. (WFG $99.20)
  • $99.20 Cap: $7.85B
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Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?

Upvote 1

Read Answer Asked by Geoffrey on November 08, 2023

Q: Hi
Are you familiar with Treasury Wine Estates (Australian) and if so could you offer any opinion on them. They are trying to position themselves in the higher end segment in the US specifically. I expect this is to overcome the issues/interference they've encountered with sales / expansion in China.
Thanks for any opinion even if it is "Nope never heard of 'em".
Make question public if you see fit.

Upvote 1

Read Answer Asked by mike on November 08, 2023

• Cisco Systems Inc. (CSCO $69.49)
  • $69.49 P/E (TTM): 27.91X Cap: $271.02B
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• QUALCOMM Incorporated (QCOM $160.06)
  • $160.06 P/E (TTM): 15.38X Cap: $172.39B
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Q: Hi 5i
I'm currently overweight Tech (according to PA) but not overly concerned about it. In order to free up some cash which of QCOM and CSCO would you reduce first/eliminate completely ? The purpose being to have ready funds for bulking up smaller positions in other sectors before year end (maybe).
Do nothing is always an option as well as each have their merits.
Thanks

Upvote 4

Read Answer Asked by mike on November 08, 2023