Investment Q&A

• Mainstreet Equity Corp. (MEQ $190.52)
  • $190.52 P/E (TTM): 7.42X Cap: $1.76B
  • View MEQ Profile
  • View Questions on MEQ

Q: Hello 5i Team
Thank you for your everyday ongoing learning in every questions I read.
I would like to get your opinion on the earning release today in Mainstreet stock.
Thanks

Upvote 1

Read Answer Asked by claudio on July 28, 2023

• Edwards Lifesciences Corporation (EW $83.48)
  • $83.48 P/E (TTM): 11.83X Cap: $48.54B
  • View EW Profile
  • View Questions on EW

Q: Peter; I read the earnings, forecasts etc - looked good- what doesn’t the street like to dump it? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on July 28, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $145.64B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 37.3X Cap: $124.49B
  • View BAM Profile
  • View Questions on BAM

Q: I want to buy both of these stocks. Should they go in my Registered or Non Registered accoun and why.

Thank you. Ian

Upvote 0

Read Answer Asked by Ian on July 28, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $22.08B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: From Google on the difference between BIP.C and BIP.UN
The key difference between is that BIPC's dividend qualifies for the Canadian dividend tax credit, whereas BIP. UN's distribution consists largely of foreign dividend and interest income, Canadian interest and return of capital
Which one is better to keep in an unregistered account (taxwise)?

Upvote 0

Read Answer Asked by Serge on July 28, 2023

• Lockheed Martin Corporation (LMT $489.72)
  • $489.72 P/E (TTM): 27.28X Cap: $113.30B
  • View LMT Profile
  • View Questions on LMT
• RTX Corporation (RTX $177.42)
  • $177.42 P/E (TTM): 39.27X Cap: $236.06B
  • View RTX Profile
  • View Questions on RTX

Q: I am planning to start a 1-3 year position in one of these two companies. Which company has the best upside.

Thank-you.

Upvote 0

Read Answer Asked by Bryan on July 28, 2023

• UnitedHealth Group Incorporated (DE) (UNH $344.75)
  • $344.75 P/E (TTM): 15.93X Cap: $321.80B
  • View UNH Profile
  • View Questions on UNH
• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.5X Cap: $1.02T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Looking at BRK.B or UNH to add to a TFSA for a minimum 5 year hold. Any preference?

Upvote 0

Read Answer Asked by Kelly on July 28, 2023

• Restaurant Brands International Inc. (QSR $93.89)
  • $93.89 P/E (TTM): 25.28X Cap: $41.85B
  • View QSR Profile
  • View Questions on QSR

Q: What would be a good entry price point on this stock and what would be a pound the table buy price?
I am looking to start building a position for long term based on brands owned/div they pay/ new management as of Nov. 2022. i am hoping Mr. Doyle can add value and innovation as he did with Dominos years ago.

Upvote 0

Read Answer Asked by Kolbi on July 28, 2023

• Fobi AI Inc. (FOBI $0.04)
  • $0.04 Cap: $8M
  • View FOBI Profile
  • View Questions on FOBI

Q: I am interested in your opinion of FOBI and their prospects. Could you also comment on the number of Short positions ?

Upvote 0

Read Answer Asked by Ken on July 28, 2023

• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: ENGH continues to drift lower. It has missed earning estimates the last two months. Are earnings lumpy for this company or are there more fundamental factors at work? How is its balance sheet? Also, some months back the company was looking for strategic alternatives. Is this not usually a red flag?

Upvote 0

Read Answer Asked by Theodore on July 28, 2023

• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $587M
  • View AX.UN Profile
  • View Questions on AX.UN

Q: Hi 5i Guys,
According to Morningstar, AX.UN has 0-Sells, 4-Holds and 1-Buy.

Div is very attractive at 8.37%. In your opinion, is it safe?

There was some thought that it might be bought because it's 'cheap'. Anything happening on this front that you know about?

Do you think AX.UN is a Buy/Sell/Hold. If it's as Sell what would be a good candidate to replace it?

Thanks as always for your thoughts.

Upvote 0

Read Answer Asked by Thomas on July 28, 2023

• Horizons Absolute Return Global Currency ETF (HARC $24.08)
  • View HARC Profile
  • View Questions on HARC

Q: Your opinion on this fund, now 64 millions ? Thanks.

Upvote 0

Read Answer Asked by Martin on July 28, 2023

• S&P/TSX Composite Index (TSX $30,178.98)
  • View TSX Profile
  • View Questions on TSX
• iShares MSCI China ETF (MCHI $64.38)
  • $64.38 P/E (TTM): 21.0X Cap: $8.39B
  • View MCHI Profile
  • View Questions on MCHI

Q: My question is really about CSI300....which is looks undervalued compared to S&P...why so undervalued and what top 10 large cap Chinese companies ( maybe a EFT?) should i be buying if and when a rebound occurs?

Upvote 0

Read Answer Asked by adam on July 28, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• Athabasca Oil Corporation (ATH $6.87)
  • $6.87 P/E (TTM): 7.67X Cap: $3.46B
  • View ATH Profile
  • View Questions on ATH
• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.49X Cap: $3.13B
  • View TVE Profile
  • View Questions on TVE

Q: Hi All of these are down over 4% even though earnings look ok. Am I missing something? are any of them sells or buy more?

Upvote 0

Read Answer Asked by hal on July 28, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $38.71)
  • $38.71 P/E (TTM): 12.42X Cap: $629M
  • View ZBK Profile
  • View Questions on ZBK

Q: Is the potential capital gain on ZBK workable with a 3 year hold. How long would you suggest to build a position with dollar cost averaging? Thank you

Upvote 0

Read Answer Asked by Richard on July 28, 2023

Q: Should I purchase ESRT as a recovery. When you go to New York you have to go to top of empire State Building a tourist destination. I understand a 90 % occupancy now Is it prestige address RAK

Upvote 0

Read Answer Asked by bob on July 28, 2023

Q: MBGYY

Looks cheap. Number of wealthy people in the World is increasing. Will they buy a Mercedes is the key. Your thoughts please RAK

Upvote 0

Read Answer Asked by bob on July 28, 2023

• Laurentian Bank of Canada (LB $32.60)
  • $32.60 P/E (TTM): 10.65X Cap: $1.43B
  • View LB Profile
  • View Questions on LB

Q: I see some analysts anticipating LB still has 25-40% upside from here. What do you anticipate the outcome of the strategic review to be? Do you see any regulatory hurdles from Quebec or elsewhere in an acquisition.

Upvote 0

Read Answer Asked by Husseinali on July 28, 2023

• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
  • View ROKU Profile
  • View Questions on ROKU

Q: Hi 5i!

Can you comment Roku earnings and forecast?

Thanks,

Frank

Upvote 0

Read Answer Asked by Francois on July 28, 2023

• C&J Energy Services Inc. (CJ $7.36)
  • $7.36 Cap: $485M
  • View CJ Profile
  • View Questions on CJ

Q: Kindly comment on the CJ 2023 second quarter results and the forward guidance. Thanks.

Upvote 0

Read Answer Asked by Victor on July 28, 2023

• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 6.79X Cap: $2.49B
  • View BTE Profile
  • View Questions on BTE

Q: Baytex recently reported: 2nd quarter. Just your thoughts on their results. As always, thanks.
Robert

Upvote 0

Read Answer Asked by Robert on July 28, 2023