Investment Q&A

• Cenovus Energy Inc. (CVE $23.47)
  • $23.47 P/E (TTM): 16.76X Cap: $42.77B
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Q: has Cenovus filed anything regarding buying back their outstanding pref shares.

Given they are trading at a massive discount vs par. why would they not be buying them back at this point as their main goal is reducing debt?

Thank you

Upvote 5

Read Answer Asked by Dominic on November 13, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: This stock took a sizable drop since the news of acquiring Hammerhead Energy ! Would you be buying now and how long before the price starts moving back up ? Analysts seem to be on a "strong buy " ?

Upvote 10

Read Answer Asked by Frank on November 13, 2023

• Northland Power Inc. (NPI $25.35)
  • $25.35 Cap: $6.62B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1139.26X Cap: $21.93B
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• Boralex Inc. Class A Shares (BLX $28.16)
  • $28.16 Cap: $2.89B
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Q: Dear 5i team.

Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.

Many thanks for your help.

Upvote 12

Read Answer Asked by Arthur on November 13, 2023

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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• Canopy Growth Corporation (WEED $1.72)
  • $1.72 Cap: $457M
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Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Upvote 7

Read Answer Asked by umedali on November 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks

Upvote 19

Read Answer Asked by FORREST on November 13, 2023

• Granite Real Estate Investment Trust (GRT.UN $77.51)
  • $77.51 P/E (TTM): 20.19X Cap: $4.69B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.27X Cap: $3.51B
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Q: Why would you buy either or both these companies for long term? Which one has the better growth potential?

Thank you as always

Upvote 13

Read Answer Asked by Jean on November 13, 2023

• Lloyds Banking Group Plc American Depositary Shares (LYG $4.68)
  • $4.68 P/E (TTM): 44.29X Cap: $69.28B
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Q: Peter and His Wonder Team
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!

Upvote 2

Read Answer Asked by Ernest on November 13, 2023

• Franco-Nevada Corporation (FNV $264.46)
  • $264.46 P/E (TTM): 45.59X Cap: $50.96B
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Q: Can you please update us on what management did or did not say regarding the Panamanian mine situation on the earnings call. Did they adjust their forward guidance because of the potential disruption?
Would you recommend buying at this level?
Thanks.

Upvote 2

Read Answer Asked by Harvey on November 13, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hello,

Does the pronounced move up in NBLY today indicate that the PCP acquisition has progressed in some significant manner? Earlier news releases reported that PCP had until Nov 13th to complete negotiations. Any insight would be appreciated.

Thank-you,

Stephen

Upvote 9

Read Answer Asked by Stephen on November 13, 2023

• Vitalhub Corp. (VHI $10.90)
  • $10.90 P/E (TTM): 129.76X Cap: $611M
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Q: Would appreciate your assessment of their just released earnings. Clearly the market seems pleased.

Thanks as always.

Upvote 4

Read Answer Asked by karl on November 13, 2023

• Plug Power Inc. (PLUG $2.65)
  • $2.65 Cap: $3.06B
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Q: I am having trouble making sense of their shareholders letter which is supposed to explain why PLUG has had difficulties this year; there seems to have been a shortage of H2 when PLUG makes the stuff, which makes their statements gobbledegook. What is going on - can you clarify please. I thought previous commentary had identified them as prime movers in a sector in which H2 was going to play a significant role.

Upvote 2

Read Answer Asked by Mike on November 13, 2023

• Victoria Gold Corp. (VGCX $0.48)
  • $0.48 P/E (TTM): 2.06X Cap: $32M
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Q: oDO you think Victoria Gold is a buy at its present price range?

Upvote 1

Read Answer Asked by Richard on November 13, 2023

• iShares Canadian Growth Index ETF (XCG $64.71)
  • $64.71 P/E (TTM): 32.28X Cap: $142M
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Q: On Nov 10, "Dave from Montreal" asked if you knew of a Canadian based ETF that focused on Canadian growth companies. You said you couldn't help, but I think you mistook his question as asking for a Canadian small cap ETF. There is the iShares Canadian Growth Index, XCG, which is for Canadian Growth stocks. The MER is a bit high at 0.55%. The 5 year total return is 8.78% annualized. Top holdings include SHOP, CNR, CP, BN, ATD, CSU, WCN, NTR, T, AEM, which seems a bit of a mixed bag, frankly, for growth. The ETF is based on the Dow Jones Canada Select Growth Index.

Upvote 6

Read Answer Asked by Dan on November 13, 2023

• Illumina Inc. (ILMN $99.01)
  • $99.01 P/E (TTM): 12.21X Cap: $15.21B
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• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 60.19X Cap: $23.94B
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Q: Would you buy ilmn here at $93? And ttd at $63?
I would be averaging down on ilmn originally purchased at $120 and averaging down on ttd from original purchase at $66
For a 2 year hold
Thanks

Upvote 5

Read Answer Asked by Indra on November 13, 2023

• Docebo Inc. (DCBO $34.86)
  • $34.86 P/E (TTM): 36.46X Cap: $1B
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Q: What would be a good entry point for DCBO?

Upvote 6

Read Answer Asked by Donna on November 13, 2023

• Manulife Strategic Income Fund Advisor Ser (MMF559 $11.27)
  • $11.27 Cap: $1.93B
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Q: Recently added to my position in Manulife Strategic Income - do you think my timing was good or bad. What is your opinion on this fund?

Thanks

Upvote 1

Read Answer Asked by Reg on November 13, 2023

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $192.76)
  • $192.76 P/E (TTM): 31.9X Cap: $19.01B
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Q: What causes bbd.b to fluctuate up to fifty and back to thirty dollars, 3 consecutive times? Thanksth

Upvote 3

Read Answer Asked by FORREST on November 13, 2023

• Altus Group Limited (AIF $56.78)
  • $56.78 P/E (TTM): 6.68X Cap: $2.44B
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Q: Your comments please regarding Altus Group Ltd.
Thanks.

Upvote 1

Read Answer Asked by Raymond on November 13, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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Q: Greetings 5i team,
If you were to own just one (PBH or PLC), which would it be and why.

Thank you as always.
SP

Upvote 8

Read Answer Asked by Steve on November 13, 2023

• Chubb Limited (CB $278.06)
  • $278.06 P/E (TTM): 12.27X Cap: $109.43B
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• Canadian National Railway Company (CNR $130.55)
  • $130.55 P/E (TTM): 17.89X Cap: $81.48B
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• Bank of Montreal (BMO $173.05)
  • $173.05 P/E (TTM): 14.61X Cap: $123.95B
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• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 39.89X Cap: $50.05B
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• Stantec Inc. (STN $156.37)
  • $156.37 P/E (TTM): 41.43X Cap: $17.83B
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• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 42.14X Cap: $97.42B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.41X Cap: $66.50B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
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Q: Thoughts on buying these here in an RRSP or RESP and forgetting about them for a few years ? Any you would change ? Thank you.

Upvote 16

Read Answer Asked by Paul on November 13, 2023