Investment Q&A

• Celestica Inc. (CLS $351.23)
  • $351.23 P/E (TTM): 49.65X Cap: $41.98B
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• TerraVest Industries Inc. (TVK $140.85)
  • $140.85 Cap: $3.05B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $187.17)
  • $187.17 P/E (TTM): 29.5X Cap: $2.22B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $119.77)
  • $119.77 Cap: $13.82B
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• Lumine Group Inc. (LMN $21.07)
  • $21.07 P/E (TTM): 74.82X Cap: $5.40B
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Q: Any TSX/TSV listed stocks that you feel are currently undervalued?

Upvote 17

Read Answer Asked by Tony on February 01, 2024

• Rockwell Automation Inc. (ROK $398.50)
  • $398.50 P/E (TTM): 47.16X Cap: $44.77B
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Q: That was a pretty strong reaction to ROK's numbers the other day. Olay! Is there anything that gave you pause? Did its release make you more or less comfortable at holding this name?

Upvote 2

Read Answer Asked by Martin on February 01, 2024

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
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• K92 Mining Inc. (KNT $29.84)
  • $29.84 P/E (TTM): 22.12X Cap: $7.31B
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• Orla Mining Ltd (OLA $27.43)
  • $27.43 P/E (TTM): 156.1X Cap: $9.32B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X
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• VanEck Junior Gold Miners ETF (GDXJ $141.22)
  • $141.22 P/E (TTM): 4.81X Cap: $14M
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Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise

Upvote 2

Read Answer Asked by Denise on February 01, 2024

• AirBoss of America Corp. (BOS $6.10)
  • $6.10 Cap: $165M
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Q: Hello 5i,

Pretty sure I know your question but if BOS was a very small % of your portfolio and in a loss position within a registered account would you move on and sell this name?

Upvote 1

Read Answer Asked by Dean on February 01, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.67)
  • $166.67 P/E (TTM): 127.25X Cap: $217.35B
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Q: Hi 5i
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx

Upvote 11

Read Answer Asked by jim on February 01, 2024

Q: Hi 5i,
Does the wait 30 days rule to sell and buy back apply to stocks within a TFSA or RRIF?
with thanks'
Connie

Upvote 3

Read Answer Asked by Constance on February 01, 2024

• Bank Of Montreal (BMO $143.80)
  • $143.80 P/E (TTM): 16.06X Cap: $101.57B
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• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
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Q: Hi 5i
Whats seems to be happening in bank stocks last couple days...Bmo seems to have fallen quite a bit....Is their something ti be concerned about
thx

Upvote 2

Read Answer Asked by jim on February 01, 2024

• iShares S&P Global Clean Energy Index Fund (ICLN $17.72)
  • $17.72 P/E (TTM): 36.15X Cap: $2.06B
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• SolarEdge Technologies Inc. (SEDG $37.81)
  • $37.81 Cap: $2.45B
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• Enphase Energy Inc. (ENPH $43.20)
  • $43.20 P/E (TTM): 36.74X Cap: $5.66B
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• Nextpower Inc. (NXT $101.16)
  • $101.16 P/E (TTM): 26.53X Cap: $15.01B
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Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?

Upvote 1

Read Answer Asked by Keith on February 01, 2024

• QUALCOMM Incorporated (QCOM $138.13)
  • $138.13 P/E (TTM): 28.43X Cap: $147.38B
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Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.

Upvote 2

Read Answer Asked by Alexandra on February 01, 2024

• Real Matters Inc. (REAL $6.12)
  • $6.12 Cap: $454M
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Q: Please comment on the qtrly results from REAL.
Thanks

Upvote 2

Read Answer Asked by Atchuta on February 01, 2024

• Allied Properties Real Estate Investment Trust (AP.UN $9.30)
  • $9.30 P/E (TTM): 7.1X Cap: $1.18B
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Q: I was surprised by the drop in share price today. Can you please provide me your opinion on the reason and if it is a good time to buy more, hold existing or sell. Thank you.

Upvote 2

Read Answer Asked by David on February 01, 2024

• Element Fleet Management Corp. (EFN $32.27)
  • $32.27 P/E (TTM): 23.83X Cap: $12.84B
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Q: Could you please give me your opinion on this stock for a two year hold in a TFSA.
Thank you

Upvote 2

Read Answer Asked by Allen on February 01, 2024

• Sigma Lithium Corporation (SGML $17.34)
  • $17.34 Cap: $1.93B
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Q: Any idea why this stock continues to drop?

Upvote 1

Read Answer Asked by Carol on February 01, 2024

• Sylogist Ltd. (SYZ $3.70)
  • $3.70 Cap: $86M
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Q: Looks like SYZ might be waking up; volume and price both higher. I see no news... what do you think?

Upvote 6

Read Answer Asked by Harry on February 01, 2024

• First Tellurium Corp Com (FTEL $0.17)
  • $0.17 Cap: $20M
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Q: Could I please have your view on First Tellurium Corp Com.

Upvote 1

Read Answer Asked by John on February 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $53.71)
  • $53.71 P/E (TTM): 60.02X Cap: $25.01B
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Q: I am wondering if you can comment on their recent earnings release and also if you can provide the FFO multiple range the stock has traded at over the last few years...Many Thanks...Cheers

Upvote 3

Read Answer Asked by Cam on February 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $187.17)
  • $187.17 P/E (TTM): 29.5X Cap: $2.22B
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• Powell Industries Inc. (POWL $511.12)
  • $511.12 P/E (TTM): 34.58X Cap: $6.20B
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• ZipRecruiter Inc. Class A (ZIP $1.77)
  • $1.77 Cap: $252M
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Q: I'm down 50% on this one. Any chance of recovery in the next 12-18 months or time to move on as there appears to be better opportunities out there? If so, can you suggest a couple replacements? Many thanks.

Upvote 3

Read Answer Asked by Tony on February 01, 2024

• Toronto-Dominion Bank (The) (TD $133.60)
  • $133.60 P/E (TTM): 10.76X Cap: $223.28B
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• Bank of Nova Scotia (The) (BNS $100.45)
  • $100.45 P/E (TTM): 25.4X Cap: $123.83B
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Q: Of the 5 major banks, which one (or 2) do you think has the best potential for growth over a 10 year time frame? And if possible, a few comments why. Thanks

Upvote 5

Read Answer Asked by Dave on February 01, 2024

Q: Question by Kel Jan 30 made reference to earlier Q&A about your recommendation for top 2 canadian companies per sector for 2024. Could you send me that Q&A as I was unable to find it.
Thanks

Upvote 3

Read Answer Asked by sam on February 01, 2024

Q: Is there a 2023 or later update of Cdn owned firms paying dividends in USD? Thanks a lot.

Upvote 7

Read Answer Asked by TOM on February 01, 2024