Investment Q&A

• Brookfield Office Properties Inc. Class AAA Preference Shares Series GG (BPO.PR.G $19.21)
  • $19.21 Cap: $8.93B
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Q: Would you please confirm that these preferred shares now fall under BN (Brookfield Corporation)? Trying to assess the safety of the dividend.
Thanks
Peter

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Read Answer Asked by Peter on January 30, 2023

• Peyto Exploration & Development Corp. (PEY $18.83)
  • $18.83 P/E (TTM): 11.3X Cap: $3.73B
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• Birchcliff Energy Ltd. (BIR $6.14)
  • $6.14 P/E (TTM): 21.5X Cap: $1.65B
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Q: Peter, your opinion please. I own BIR TVE MEG SUNCOR CNQ PETYO FRU . Would you please tell me which is the most oily to the least oily, Thanks Ken

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Read Answer Asked by Ken on January 30, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.18)
  • $16.18 Cap: $2.19B
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• Affirm Holdings Inc. (AFRM $73.64)
  • $73.64 Cap: $23.54B
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Q: Seeing that I own lightspeed, is there any reason that I should not consider an investment in AFRM. If they are basically the same, which would you lean toward and why? Thanks James

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Read Answer Asked by JAMES on January 30, 2023

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Hi team
gold is not moving up recently
I made some gains in krr, seasonal trade for gold might be ending soon
wonder if I should buy , sell or hold
I have AEM and FNV

thanks
michael

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Read Answer Asked by Michael on January 30, 2023

• Celestica Inc. (CLS $253.03)
  • $253.03 P/E (TTM): 41.4X Cap: $29.19B
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Q: I was just wondering if you could clarify what the 'blackout' rules are for company insiders prior to an earnings report. I have seen this pattern before when a company reports decent earnings, the stock gaps up but sells off on heavy volume. To me, that suggests that some holders were waiting to 'sell the news' on a day that would have heavy volume/liquidity. In your experience, could that be company insiders finally able to sell their stock because they are not allowed to do it prior to earnings? CLS this week is a good example, because usually it is a very low volume trader. Thanks!

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Read Answer Asked by Philip on January 30, 2023

• Boyd Group Services Inc. (BYD $221.23)
  • $221.23 P/E (TTM): 257.7X Cap: $4.73B
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Q: Ytd tsx composite index up 6.79% and tsx industrials up 2.43%
Can you explain why Byd is down .73%?
Would you be a buyer today of Byd for a 5 year hold?

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Read Answer Asked by Terry on January 30, 2023

• Vanguard S&P 500 Index ETF (VFV $157.55)
  • $157.55 P/E (TTM): 82.03X Cap: $24.58B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $102.27)
  • $102.27 P/E (TTM): 82.7X Cap: $4.76B
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Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.

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Read Answer Asked by Ian on January 30, 2023

• Medtronic plc. (MDT $92.45)
  • $92.45 P/E (TTM): 24.9X Cap: $119.43B
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• Veeva Systems Inc. Class A (VEEV $283.55)
  • $283.55 P/E (TTM): 60.37X Cap: $46.41B
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Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

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Read Answer Asked by Greg on January 30, 2023

• Constellation Software Inc. (CSU $4,346.18)
  • $4,346.18 P/E (TTM): 107.5X Cap: $92.40B
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Q: Which analysts cover CSU? The company website has no information on this.

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Read Answer Asked by Reg on January 30, 2023

Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?

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Read Answer Asked by Brian on January 30, 2023

• Constellation Software Inc. (CSU $4,346.18)
  • $4,346.18 P/E (TTM): 107.5X Cap: $92.40B
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• TFI International Inc. (TFII $125.87)
  • $125.87 P/E (TTM): 21.79X Cap: $10.40B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.00)
  • $27.00 P/E (TTM): 18.6X Cap: $652M
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• Trisura Group Ltd. (TSU $41.22)
  • $41.22 P/E (TTM): 16.52X Cap: $1.95B
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• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

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Read Answer Asked by Derek on January 27, 2023

• Invesco Optimum Yield Diversified Commodity (PDBC $13.06)
  • $13.06 Cap: $4.43B
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Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.

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Read Answer Asked by Ian on January 27, 2023

• MEDIFAST INC (MED $13.61)
  • $13.61 Cap: $150M
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Q: Medifast has been drifting lower in the past few weeks and has not participated in the small cap rally. Why do you think this is and do you think their medium to long term outlook is still good.

Many thanks,

Marie

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Read Answer Asked by Marie on January 27, 2023

• Apple Inc. (AAPL $225.48)
  • $225.48 P/E (TTM): 34.99X Cap: $3.35T
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• Domino's Pizza Inc (DPZ $442.03)
  • $442.03 P/E (TTM): 26.16X Cap: $15.03B
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• Copart Inc. (CPRT $47.54)
  • $47.54 P/E (TTM): 31.45X Cap: $46.03B
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• Hilton Worldwide Holdings Inc. (HLT $269.80)
  • $269.80 P/E (TTM): 41.8X Cap: $62.96B
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• Berkshire Hathaway Inc. (BRK.B $486.86)
  • $486.86 P/E (TTM): 16.63X Cap: $1.05T
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Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?

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Read Answer Asked by Kevin on January 27, 2023

• Public Storage (PSA $286.28)
  • $286.28 P/E (TTM): 31.3X Cap: $50.34B
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• Extra Space Storage Inc (EXR $139.09)
  • $139.09 P/E (TTM): 30.32X Cap: $29.63B
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• Life Storage Inc. (LSI)
  • P/E (TTM): 45.27X Cap: $22.65B
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Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

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Read Answer Asked by Ian on January 27, 2023

• Miscellaneous (MISC)
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Q: Hello 5i Team
On BNN Bloomberg today one of their guest a Banking manager mentioned that Emerging Market is in the beginning of a decade of recovery.Please give me your thoughts and does this translate in EM out performing and what percentage should one own?Please deduct the appropriate credits for these questions.
Thanks

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Read Answer Asked by claudio on January 27, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Is there an updated report planned for Tricon in the near future? Or maybe a candidate for a “flash update”?

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Read Answer Asked by Stephen R. on January 27, 2023

• NIO Inc. American depositary shares each representing one Class A (NIO $5.46)
  • $5.46 Cap: $11.38B
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• ASGN Incorporated (ASGN $51.29)
  • $51.29 P/E (TTM): 15.04X Cap: $2.25B
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• Digital Turbine Inc. (APPS $3.88)
  • $3.88 Cap: $420M
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• Topicus.com Inc. (TOI $165.46)
  • $165.46 P/E (TTM): 80.56X Cap: $13.82B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $8.82)
  • $8.82 Cap: $834M
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Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

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Read Answer Asked by Fernando on January 27, 2023

Q: Can you please elaborate on the above
Thanks in advance
Rick

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Read Answer Asked by Rick on January 27, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.00)
  • $27.00 P/E (TTM): 18.6X Cap: $652M
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Q: Hi 5i Team,
Do you like GDI Integrated Facility ?
Would you be comfortable buy this stock?
Thanks

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Read Answer Asked by Pui on January 27, 2023