Investment Q&A

• Costco Wholesale Corporation (COST $1,018.48)
  • $1,018.48 P/E (TTM): 69.41X Cap: $452.07B
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• Alphabet Inc. (GOOG $306.02)
  • $306.02 P/E (TTM): 28.62X Cap: $3.69T
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 46.39X Cap: $4.44T
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• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 50.8X Cap: $981.09B
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• NextEra Energy Inc. (NEE $93.80)
  • $93.80 P/E (TTM): 29.28X Cap: $195.34B
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• Sun Life Financial Inc. (SLF $93.94)
  • $93.94 P/E (TTM): 23.41X Cap: $52.03B
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• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 53.93X Cap: $49.94B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $118.63)
  • $118.63 Cap: $13.69B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.

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Read Answer Asked by Danny-boy on August 25, 2022

• Exchange Income Corporation (EIF $98.31)
  • $98.31 P/E (TTM): 36.17X Cap: $5.33B
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Q: When a company like Eif does a share offering does the brokerage house pay up front for the shares and then sell them to their clients when they want to? How is this procedure executed? Thank you

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Read Answer Asked by Alan on August 25, 2022

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 109.24X Cap: $859M
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Q: What do you make of the news to sell Kessler Group? During the conference call management stated KG would be the worst performing area of their business for the next quarter or so. I do like how they are pivoting, and expanding into RV and marine. Your thoughts.
Thank you

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Read Answer Asked by Joanne on August 25, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 82.75X Cap: $200.67B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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Q: Hi 5i!

I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?

Thanks,
Greg.

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Read Answer Asked by Greg on August 25, 2022

Q: Hi 5i, What are the chances of a recession in Canada in the next 6 months, and what is your reasoning please?

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Read Answer Asked by Ron on August 24, 2022

• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
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Q: What is your view and what might be a good exit point? Does it still have room to run? Thanks

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Read Answer Asked by Colette on August 24, 2022

• Canoe EIT Income Fund (EIT.UN $16.96)
  • $16.96 P/E (TTM): 17.26X Cap: $2.68B
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• Harvest Diversified Monthly Income ETF (HDIF $8.96)
  • $8.96 P/E (TTM): 19.81X Cap: $476M
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Q: Hi all,

Please provide your thoughts on HDIF and EIT in terms of income sustainability and safety. Do you see any growth potential?

Thanks

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Read Answer Asked by Dave on August 24, 2022

• Dexterra Group Inc. (DXT $12.82)
  • $12.82 P/E (TTM): 19.99X Cap: $797M
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Q: Hello, what is your updated view of this company? Is the div sustainable? Thanks

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Read Answer Asked by Martin on August 24, 2022

• Dye & Durham Limited (DND $3.73)
  • $3.73 Cap: $250M
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Q: Hi Team,

Can you please provide an update on the valuation of this company?

Also, if the Link acquisition does not work out do you believe there is much downside from this point?

Thanks

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Read Answer Asked by Keith on August 24, 2022

• Miscellaneous (MISC)
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Q: In various question you are asked to give a stocks entry price. My question is what parameters do you look at to calculate a stock’s entry purchase price. Thanks … Cal

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Read Answer Asked by cal on August 24, 2022

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.34)
  • $86.34 P/E (TTM): 18.8X Cap: $14.94B
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• Air Canada Voting and Variable Voting Shares (AC $20.25)
  • $20.25 Cap: $5.99B
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• CAE Inc. (CAE $41.20)
  • $41.20 P/E (TTM): 31.36X Cap: $13.24B
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• Kinaxis Inc. (KXS $123.77)
  • $123.77 P/E (TTM): 76.16X Cap: $3.47B
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• Agnico Eagle Mines Limited (AEM $295.07)
  • $295.07 P/E (TTM): 35.27X Cap: $148.33B
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• Savaria Corporation (SIS $25.19)
  • $25.19 P/E (TTM): 28.73X Cap: $1.80B
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• Balanced Equity Portfolio (BEPORT)
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Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service

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Read Answer Asked by Hector on August 24, 2022

• JPMorgan Chase & Co. (JPM $302.55)
  • $302.55 P/E (TTM): 14.98X Cap: $823.62B
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• Toronto-Dominion Bank (The) (TD $129.93)
  • $129.93 P/E (TTM): 11.13X Cap: $221.81B
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• Royal Bank Of Canada (RY $169.47)
  • $169.47 P/E (TTM): 15.98X Cap: $237.51B
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Q: Good morning,
Just saw in my news feed that RY missed expectations. Means another blood bath for the banks? Should one wait before backing up the truck and loading up? How long should one wait for the dust to settle? I know RY,TD &BNS are your favorite picks.

If you can add a few sentences in the US banking sector,not would be appreciated.
Many thanks.
Mano.

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Read Answer Asked by Savalai on August 24, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $43.29)
  • $43.29 Cap: $28.48B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.79)
  • $52.79 P/E (TTM): 59.54X Cap: $24.34B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.45)
  • $67.45 Cap: $8.91B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.72)
  • $59.72 Cap: $20.25B
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Q: I own a mixture of these in both my RIF and non registered accounts and wish to consolidate them so as to only own one of each. Capital gains and tax need not to be considered. Which version of these 2 companies would you have in each of my two accounts ? Thanks.
Derek

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Read Answer Asked by Derek on August 24, 2022

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.27)
  • $80.27 P/E (TTM): 32.08X Cap: $39.29B
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• Lithium Americas Corp. (LAC $6.32)
  • $6.32 Cap: $1.91B
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Q: With the news of this deal signed between VW, Mercedes and Canada who could benefit from this partnership short and long term? Thank you for your insight.
https://globalnews.ca/news/9078607/canada-volkswagen-mercedes-ev-agreements/

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Read Answer Asked by Kolbi on August 24, 2022

• Copper Mountain Mining Corporation (CMMC $2.49)
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Q: Copper Mountain Mining announced the termination of Rodney A. Shier as Chief Financial Officer. Is there something more that would should know and is this a concern?

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Read Answer Asked by Robert on August 24, 2022

• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.5X Cap: $90.73B
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• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 27.01X Cap: $159.88B
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• TC Energy Corporation (TRP $86.52)
  • $86.52 P/E (TTM): 25.64X Cap: $90.06B
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• Cameco Corporation (CCO $153.94)
  • $153.94 P/E (TTM): 130.93X Cap: $67.02B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi 5i

I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.

Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.

Cathy

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Read Answer Asked by Michael on August 24, 2022

• CAE Inc. (CAE $41.20)
  • $41.20 P/E (TTM): 31.36X Cap: $13.24B
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• ATS Corporation (ATS $42.50)
  • $42.50 Cap: $4.16B
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Q: In a diversified portfolio currently hold CAE and thinking of switching to riskier ATA given dismal outlook for former and after it cut its dividend. Still need to increase my industrial holdings and CAE is my only aerospace subsector holding. Other industrials are WSP. TRI, TFII, BBU, BBUC and BAM. Your views?

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Read Answer Asked by William Ross on August 24, 2022

• Intel Corporation (INTC $46.79)
  • $46.79 Cap: $233.71B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.79)
  • $52.79 P/E (TTM): 59.54X Cap: $24.34B
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Q: hello 5i:
regarding the 49% investment by BIP in INTC'S chip plant.
BIP is our largest holding, so we are concerned as to the significance of this deal and the effect on BIPs future. How significant is it?
And, with INTCs well-known failures of overpromising and underdelivering, poor allocation of capital and just bad management decisions, will an alliance with INTC not drag BIP down with it? Could not the company find a "more reliable" partner (ie AMD)?
How does BIP benefit in all of this?
I suppose that another way of asking this, is "should we lighten up". Tough, as we've held since 2015 and been very happy owners.
thanks
Paul L

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Read Answer Asked by Paul on August 24, 2022

• Aehr Test Systems (AEHR $28.84)
  • $28.84 Cap: $883M
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Q: Hi 5i,

Can I get your take on this small cap AEHR? I understand it will be higher risk and volatility, given its size but does it look interesting for a small position?

Growth investor, long-term time frame...

Thank you, Doris

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Read Answer Asked by Doris on August 24, 2022

• AbbVie Inc. (ABBV $231.50)
  • $231.50 P/E (TTM): 173.66X Cap: $409.14B
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• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 50.8X Cap: $981.09B
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• Merck & Company Inc. (MRK $121.41)
  • $121.41 P/E (TTM): 15.76X Cap: $301.34B
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• Pfizer Inc. (PFE $27.58)
  • $27.58 P/E (TTM): 15.97X Cap: $156.81B
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Q: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.

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Read Answer Asked by Dr Lorraine on August 24, 2022