Investment Q&A

• Pine Cliff Energy Ltd. (PNE $0.72)
  • $0.72 Cap: $257M
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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?

Upvote 0

Read Answer Asked by Terry on March 10, 2023

• Bank of America Corporation (BAC $45.66)
  • $45.66 P/E (TTM): 13.63X Cap: $338.20B
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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?

Upvote 0

Read Answer Asked by Gary on March 10, 2023

• AT&T Inc. (T $27.75)
  • $27.75 P/E (TTM): 17.02X Cap: $198.42B
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• Verizon Communications Inc. (VZ $42.88)
  • $42.88 P/E (TTM): 10.21X Cap: $180.79B
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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 $13.17)
  • $13.17 Cap: $1.84B
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Q: How did IIP do vs expectations in q4? And is it a buy?

Upvote 0

Read Answer Asked by Scott on March 10, 2023

• Labrador Iron Ore Royalty Corporation (LIF $26.49)
  • $26.49 P/E (TTM): 12.38X Cap: $1.69B
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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 $0.78)
  • $0.78 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?

Upvote 0

Read Answer Asked by Robert on March 10, 2023

• JPMorgan Chase & Co. (JPM $289.37)
  • $289.37 P/E (TTM): 14.2X Cap: $804.18B
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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?

Upvote 0

Read Answer Asked by wilson on March 10, 2023

• Parex Resources Inc. (PXT $15.95)
  • $15.95 P/E (TTM): 14.38X Cap: $1.55B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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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

Upvote 0

Read Answer Asked by Stephen on March 10, 2023

• Parex Resources Inc. (PXT $15.95)
  • $15.95 P/E (TTM): 14.38X Cap: $1.55B
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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.

Upvote 0

Read Answer Asked by Victor on March 10, 2023

• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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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

Upvote 0

Read Answer Asked by Brad on March 10, 2023

• BILL Holdings Inc. (BILL $41.73)
  • $41.73 Cap: $4.63B
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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.

Upvote 0

Read Answer Asked by Maureen on March 10, 2023

• Williams Companies Inc. (The) (WMB $60.27)
  • $60.27 P/E (TTM): 32.4X Cap: $73.59B
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• Energy Transfer LP (ET $17.79)
  • $17.79 P/E (TTM): 13.48X Cap: $61.05B
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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?

Upvote 0

Read Answer Asked by Bruce on March 09, 2023

• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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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

Upvote 0

Read Answer Asked by Andrew on March 09, 2023

• Evertz Technologies Limited (ET $12.02)
  • $12.02 P/E (TTM): 15.41X Cap: $910M
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• Haivision Systems Inc. (HAI $4.72)
  • $4.72 Cap: $130M
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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?

Upvote 0

Read Answer Asked by Josh on March 09, 2023

• iShares Global Healthcare ETF (IXJ $83.57)
  • $83.57 P/E (TTM): 64.56X Cap: $3.64B
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• Health Care Select Sector SPDR (XLV $131.13)
  • $131.13 P/E (TTM): 65.74X Cap: $32.75B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.05)
  • $18.05 P/E (TTM): 62.31X Cap: $207M
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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!

Upvote 0

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

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.2X Cap: $2.29T
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• Microsoft Corporation (MSFT $524.11)
  • $524.11 P/E (TTM): 40.53X Cap: $3.89T
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• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 56.04X Cap: $4.23T
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• Tesla Inc. (TSLA $302.63)
  • $302.63 P/E (TTM): 166.28X Cap: $976.11B
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• Advanced Micro Devices Inc. (AMD $171.70)
  • $171.70 P/E (TTM): 125.33X Cap: $278.39B
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Q: Good Morning
Artificial intellegence now seems to be next at the top of the agenda so for investment purposes are you able to make a 3 suggestions for investing?
What are your thoughts on AI is this the next big thing or is their already to much HYPE?
Thks
Marse

Upvote 0

Read Answer Asked by Marcel on March 09, 2023

• Orezone Gold Corporation (ORE $1.08)
  • $1.08 P/E (TTM): 6.31X Cap: $573M
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Q: What are your thoughts on Orezone Gold (ORE)?

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Read Answer Asked by Brian on March 09, 2023

• Brunswick Exploration Inc. (BRW $0.13)
  • $0.13 Cap: $27M
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Q: What are your thoughts on this company?
- I know you don't like juniors
-I would like your thoughts on them being mentioned as one of Best Performers on TSX Venture exchange

- Also what are your thoughts on Red Cloud Securities Inc that handled their recent bought deal...

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Read Answer Asked by michael on March 09, 2023

• iShares Russell 2000 Growth ETF (IWO $284.45)
  • $284.45 P/E (TTM): 4.55X Cap: $11.47B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $41.08)
  • $41.08 P/E (TTM): 59.02X Cap: $599M
  • View XSU Profile
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• iShares Russell 1000 Growth ETF (IWF $431.91)
  • $431.91 P/E (TTM): 66.86X Cap: $112.83B
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• Vanguard Small Cap Value ETF (VBR $195.41)
  • $195.41 P/E (TTM): 31.04X Cap: $27.46B
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Q: Wondering if you still feel like the small-capitalization U.S. stocks are showing value going forward? Even with the YTD 9.59 return?
Wondering if you know of a ETF similar to XSU.CA that's tilted towards GROWTH, can be unhedged.

Thanks

Upvote 0

Read Answer Asked by Shawn on March 09, 2023

• BMO Covered Call Utilities ETF (ZWU $11.20)
  • $11.20 P/E (TTM): 47.01X Cap: $1.85B
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• CI Energy Giants Covered Call ETF (NXF $5.37)
  • $5.37 P/E (TTM): 51.17X Cap: $121M
  • View NXF Profile
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• Canoe EIT Income Fund (EIT.UN $15.11)
  • $15.11 P/E (TTM): 19.57X Cap: $2.39B
  • View EIT.UN Profile
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• Main Street Capital Corporation (MAIN $63.99)
  • $63.99 P/E (TTM): 10.87X Cap: $5.69B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $18.58)
  • $18.58 P/E (TTM): 27.37X Cap: $1.69B
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• Pacer Global Cash Cows Dividend ETF (GCOW $38.20)
  • $38.20 P/E (TTM): 26.38X Cap: $2.34B
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• Oaktree Specialty Lending Corporation (OCSL $13.56)
  • $13.56 P/E (TTM): 105.12X Cap: $1.23B
  • View OCSL Profile
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• Owl Rock Capital Corporation (ORCC)
  • P/E (TTM): 12.1X Cap: $5.27B
  • View ORCC Profile
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.05)
  • $18.05 P/E (TTM): 62.31X Cap: $207M
  • View LIFE Profile
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• JPMorgan Equity Premium Income ETF (JEPI $55.61)
  • $55.61 P/E (TTM): 55.11X Cap: $40.15B
  • View JEPI Profile
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Q: Looking at 3 very different asset classes that offer high yields and would appreciate your help in sorting which ones offer best risk/ reward.
1. Covered calls: NXF, ZWC, ZWU, LIFE, JEPI;
2. Credit - OCSL, ORCC, MAINMAIN
3. Yield - GCOW, EIT-UN.
Questions: 1. What is your comfort level on risk/reward for any or all;
2. Please choose which are investable with short commentary as to rationale and and target buy prices

Upvote 1

Read Answer Asked by sam on March 09, 2023