Investment Q&A

• Cielo Waste Solutions Corp. (CMC $0.06)
  • $0.06 Cap: $7M
  • View CMC Profile
  • View Questions on CMC

Q: With price of fuel at levels we have almost never seen. This company Cielo has a possibility to make his mark. Is there any update on there progress if not when could we expect some input. Lets face it oil wells will go empty one day we need to look at all other alternative. Thanks
Hubert

Upvote 0

Read Answer Asked by Hubert on May 09, 2022

Q: I have just made a charitable donation of securities. Normally I would replace them in my portfolio with a new buy. Is it a bad idea to put money in the market now, or should I just go with it and hope there isn't too much of a continued downdraft?

Thanks.

Upvote 0

Read Answer Asked by M.S. on May 09, 2022

• Amerigo Resources Ltd. (ARG $2.15)
  • $2.15 P/E (TTM): 14.27X Cap: $352M
  • View ARG Profile
  • View Questions on ARG

Q: Can you please provide your perspective of Amerigo and its most recent results. Also, electrification is real. However, infrastructure is lagging significantly to support. In a 9 inning game, what inning are we in with Copper Demand & Electrification?

Upvote 0

Read Answer Asked by Chris on May 09, 2022

• Trisura Group Ltd. (TSU $41.20)
  • $41.20 P/E (TTM): 18.07X Cap: $1.96B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Your comment on the earnings please?

Thanks

Upvote 0

Read Answer Asked by Herm on May 09, 2022

Q: Peter; If this smells like,looks like and act likes capitulation- do you think it is ? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on May 09, 2022

• Obsidian Energy Ltd. (OBE $8.19)
  • $8.19 Cap: $577M
  • View OBE Profile
  • View Questions on OBE

Q: Hi guys, are you able to give your assessment of this company. How do you like its future prospects and valuation? (assuming Oil stays @ $100) thx

Upvote 0

Read Answer Asked by Chris on May 09, 2022

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
  • View Questions on BCE

Q: thoughts on the quarter?

Thx

Upvote 0

Read Answer Asked by blake on May 09, 2022

• D2L Inc. Subordinate Voting Shares (DTOL $15.83)
  • $15.83 P/E (TTM): 22.66X Cap: $867M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Good morning
I would appreciate 5i's thoughts on investing in D2L.
Does 5i have concerns on the company's governance in that CEO John Baker is also Board Chair (vs the preferred model of separating the two roles), had a loan from D2L that was repaid at the time of the IPO, and (I assume) controls decision making through the multi-voting shares.
Thank you for your comments.
Edward

Upvote 0

Read Answer Asked by Edward on May 09, 2022

• Kelt Exploration Ltd. (KEL $7.18)
  • $7.18 P/E (TTM): 28.72X Cap: $1.42B
  • View KEL Profile
  • View Questions on KEL

Q: Thoughts on the quarter results?

Thx

Upvote 0

Read Answer Asked by blake on May 09, 2022

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Your comments on earnings, please (if not already posted). Do these change your "slow growth" theory? Thanks, Jim

Upvote 0

Read Answer Asked by jim on May 09, 2022

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $176.78)
  • $176.78 P/E (TTM): 125.33X Cap: $286.63B
  • View AMD Profile
  • View Questions on AMD

Q: Hello 5I,
I was wondering if I sell the US stock AMD and then buy the Canadian CDR version of AMD stock will I get to claim the loss? They are technically different stocks ?

Thanks

Upvote 0

Read Answer Asked by Tyler on May 09, 2022

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $38.95)
  • $38.95 P/E (TTM): 11.8X Cap: $9.17B
  • View QBR.B Profile
  • View Questions on QBR.B

Q: Rogers' ambition to purchase Shaw may have the side-effect of more-than-doubling Quebecor's wireless footprint. Assuming this occurs, does QBR.B become more attractive as an investment, or does the prospect of even more debt outweigh this windfall growth? In this connection, it's interesting that the company has already paid for substantial 5G spectrum.

Upvote 0

Read Answer Asked by John on May 09, 2022

• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Good morning

Thinking of selling MG in my cash account and replacing it with ATZ.

I can use the capital loss, to off set the gains on my energy I am sold.

Does this make sense?

Thanks

Mike

Upvote 0

Read Answer Asked by Mike on May 09, 2022

• BMO US High Dividend Covered Call ETF (ZWH $23.39)
  • $23.39 P/E (TTM): 42.96X Cap: $1.03B
  • View ZWH Profile
  • View Questions on ZWH

Q: Hello 5i
I know that a managemnt team must manage a covered call fund so it is not a passive ETF. Is 0.72% too high an MER to pay for a covered call ETF such as ZWH? This seems more like payment for a mutual fund.
Thank you
Stanley

Upvote 0

Read Answer Asked by STANLEY on May 09, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi! I am wondering where you feel opportunities in the market exist. When oil was negative very few advisors were pounding the table to buy. It seems now looking back it was a no brainer and seems so foolish that I wasn't loading up on these bargains. Will we look back and say why didn't we buy high growth tech? Or, is it beaten up renewables/bond funds you favour if adding new money? Where do the opportunities lie based on current geopolitical risks and risk of recession/stagflation?

Upvote 0

Read Answer Asked by Neil on May 09, 2022

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.86X Cap: $69.38B
  • View TRP Profile
  • View Questions on TRP
• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.43)
  • $13.43 P/E (TTM): 22.92X Cap: $1.04B
  • View CPD Profile
  • View Questions on CPD
• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
  • View ECN Profile
  • View Questions on ECN

Q: Do you have any rate reset prefs that you think are worthwhile here? Thanks

Upvote 0

Read Answer Asked by Martin on May 09, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: thoughts on the quarter please?

Upvote 0

Read Answer Asked by blake on May 09, 2022

Q: What are your thoughts on Carbon Capture ETF from Ninpoint for the long term >5 yrs? Do you think it would serve as a portfolio diversified? Or do you think the market would disappear if the conservatives gain power?

Upvote 0

Read Answer Asked by Steven on May 09, 2022

• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 13.62X Cap: $37.23B
  • View CVE Profile
  • View Questions on CVE
• ARC Resources Ltd. (ARX $27.35)
  • $27.35 P/E (TTM): 12.1X Cap: $6.01B
  • View ARX Profile
  • View Questions on ARX
• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
  • View VET Profile
  • View Questions on VET
• MEG Energy Corp. (MEG $26.60)
  • $26.60 P/E (TTM): 11.38X Cap: $6.76B
  • View MEG Profile
  • View Questions on MEG
• Paramount Resources Ltd. Class A Common Shares (POU $20.69)
  • $20.69 P/E (TTM): 1.96X Cap: $2.96B
  • View POU Profile
  • View Questions on POU

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy

Upvote 0

Read Answer Asked by Dorothy on May 09, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: You have this company in your growth portfolio at $94 . What are the chances it will return to that level any time soon?

Upvote 0

Read Answer Asked by Robert on May 09, 2022