Investment Q&A

• Questor Technology Inc. (QST $0.46)
  • $0.46 Cap: $12M
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Q: Greetings,

What do you think about recent QST earnings? Looks to me to be making decent progress. The project in Mexico seems to be less than a big success though. Looks to me like they booked all the revenue but are still running up costs. How serious does that look to you? Thanks.

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Read Answer Asked by Gerald on April 14, 2023

• Walgreens Boots Alliance Inc. (WBA $11.87)
  • $11.87 Cap: $10.26B
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Q: What is their balance sheet? Is it worth holding?

Thanks,
Milan

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Read Answer Asked by Milan on April 14, 2023

• TC Energy Corporation cumulative redeemable first preferred shares series 3 (TRP.PR.B $17.34)
  • $17.34 P/E (TTM): 16.66X Cap: $70.64B
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• Sun Life Financial Inc. Class A Non-Cumulative Preferred Shares Series 3 (SLF.PR.C $22.05)
  • $22.05 P/E (TTM): 14.23X Cap: $44.59B
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• Enbridge Inc. cumulative redeemable preference shares series B (ENB.PR.B $20.70)
  • $20.70 P/E (TTM): 22.74X Cap: $142.20B
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Q: I own the the following preferred shares: ENB.PR.B, SLF.PB.G and TRP.PB.B. What's your opinion on these for a conservative investor? Is the dividend safe? Is there much chance of improved performance in the short to medium term? Thanks - Richard

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Read Answer Asked by RICHARD on April 14, 2023

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $15.04)
  • $15.04 Cap: $236M
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Q: I am holding this stock for it's high dividend. Do you think it is sustainable?

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Read Answer Asked by Peter on April 14, 2023

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $61.30)
  • $61.30 P/E (TTM): 79.78X Cap: $458M
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• TD Global Healthcare Leaders Index ETF (TDOC $17.93)
  • $17.93 P/E (TTM): 58.69X Cap: $74M
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Q: Hi Peter, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.

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Read Answer Asked by Jerry on April 14, 2023

• Canadian Natural Resources Limited (CNQ $41.18)
  • $41.18 P/E (TTM): 11.68X Cap: $86.24B
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• Tourmaline Oil Corp. (TOU $58.15)
  • $58.15 P/E (TTM): 14.49X Cap: $21.68B
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• MEG Energy Corp. (MEG $26.20)
  • $26.20 P/E (TTM): 5.81X Cap: $6.53B
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Q: I own CNQ and MEG and am considering buying Tourmaline as its been hit so hard and should do better in the future. What do you think? Is owning MEG and Tour too much nat gas?

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Read Answer Asked by Graeme on April 14, 2023

• iShares S&P/TSX Capped Energy Index ETF (XEG $17.15)
  • $17.15 P/E (TTM): 37.74X Cap: $1.52B
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• The Energy Select Sector SPDR Fund (XLE $84.66)
  • $84.66 P/E (TTM): 57.77X Cap: $26.13B
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• SPDR Oil & Gas Exploration and Production ETF (XOP $123.27)
  • $123.27 P/E (TTM): 23.84X Cap: $1.80B
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Q: How do these 3 compare? Is US energy exposure necessary?

I have a chunk of each of these names.

Please rank in order of preference for overall rerun in next 3 years. Do all names have to be kept or can I consolidate them?

Thank you.

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Read Answer Asked by Amir on April 14, 2023

• Kinaxis Inc. (KXS $197.91)
  • $197.91 P/E (TTM): 428.71X Cap: $5.51B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.33)
  • $5.33 Cap: $1.46B
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Q: How would you compare TIXT vs KXS today for long-term growth?

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Read Answer Asked by Andrew on April 14, 2023

• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.54X Cap: $2.43T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.94X Cap: $4.44T
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• Eli Lilly and Company (LLY $639.43)
  • $639.43 P/E (TTM): 50.91X Cap: $601.20B
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• BRP Inc. Subordinate Voting Shares (DOO $75.50)
  • $75.50 Cap: $5.21B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 232.14X Cap: $148.85B
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Q: Now we know we are near the end of J Powell's hikes in Interest Rates as Inflation is dropping should I start building my equity Holdings?

If so can you give me three names in Canada & USA Thanks a lot RAK

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Read Answer Asked by bob on April 14, 2023

• ARC Resources Ltd. (ARX $27.30)
  • $27.30 P/E (TTM): 6.43X Cap: $16.06B
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• Peyto Exploration & Development Corp. (PEY $19.05)
  • $19.05 P/E (TTM): 12.78X Cap: $3.78B
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• Tourmaline Oil Corp. (TOU $58.15)
  • $58.15 P/E (TTM): 14.49X Cap: $21.68B
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• Birchcliff Energy Ltd. (BIR $6.34)
  • $6.34 P/E (TTM): 12.74X Cap: $1.72B
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Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.

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Read Answer Asked by Dustin on April 14, 2023

Q: With reference to a question from cal re resets he may find this site informative

https://canadianpreferredshares.ca/

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Read Answer Asked by Leon on April 13, 2023

Q: Are CIBC CDRs considered US property from a tax standpoint and thus a potential IRS reporting and tax liability? Thanks.

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Read Answer Asked by Michael on April 13, 2023

• The Cigna Group (CI $280.47)
  • $280.47 P/E (TTM): 15.1X Cap: $73.94B
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• Humana Inc. (HUM $274.94)
  • $274.94 P/E (TTM): 20.42X Cap: $32.07B
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• UnitedHealth Group Incorporated (DE) (UNH $261.57)
  • $261.57 P/E (TTM): 10.5X Cap: $228.93B
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Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.

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Read Answer Asked by Ken on April 13, 2023

• Progressive Corporation (The) (PGR $243.04)
  • $243.04 P/E (TTM): 16.62X Cap: $143.55B
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Q: Hello Peter,

Does 5i have an analysis of Progressive"s latest result? I am not looking for a long term hold but considering a trade. Would that be wise and if so, what would be an entry point?
Regards
Rajiv

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Read Answer Asked by Rajiv on April 13, 2023

• AltaGas Ltd. (ALA $41.57)
  • $41.57 P/E (TTM): 15.81X Cap: $12.43B
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Q: Hoping you can give some info on the debt situation for Ala. I know they took on a lot of debt to accomplish the big US acquisition but how well, in your opinion, are they dealing with their debt. I’ve heard someone suggest that they may sell some assets as a debt reduction strategy as well. In short, is their debt a serious issue or is their cash flow sufficient to cover debt repayments, dividends, etc.?

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Read Answer Asked by Donald on April 13, 2023

• Stryker Corporation (SYK $376.61)
  • $376.61 P/E (TTM): 50.01X Cap: $144B
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Q: May I have your thoughts on $SYK.

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Read Answer Asked by Valter on April 13, 2023

• Miscellaneous (MISC)
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Q: I have several 5 year rate reset preferred shares in my RRSP. Is there a preferred share website that shows preferred shares future reset dates. Thanks … Cal

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Read Answer Asked by cal on April 13, 2023

• Hamilton Enhanced Canadian Bank ETF (HCAL $28.39)
  • $28.39 P/E (TTM): 12.51X Cap: $618M
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Q: On April 23 HCAL will switch from a mean revision model to an equal weight model.
Will this reset the price and how significant would it be ? Thanks. Derek.

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Read Answer Asked by Derek on April 13, 2023

• Lazard Inc. (LAZ $53.98)
  • $53.98 P/E (TTM): 17.92X Cap: $5.81B
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Q: your thoughts on LAZ right now.
Is it in the same boat as the other banks?
Outlook?

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Read Answer Asked by Josh on April 13, 2023

• Royal Bank of Canada (RY $185.73)
  • $185.73 P/E (TTM): 19.72X Cap: $259.17B
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• Fortis Inc. (FTS $69.63)
  • $69.63 P/E (TTM): 20.56X Cap: $35.02B
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Q: Hello,
I have accumulated two large positions in Royal Bank and Fortis inside my TFSA, with the intent of collecting the dividend income stream throughout retirement for 25 years and then cashing them out.
I find myself needing to sell one in order to raise some cash.
Which one would YOU sell? Or sell half of each?
Thanks,
Roman

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Read Answer Asked by Roman on April 13, 2023