Investment Q&A

• Lockheed Martin Corporation (LMT $493.23)
  • $493.23 P/E (TTM): 27.37X Cap: $114.86B
  • View LMT Profile
  • View Questions on LMT
• WSP Global Inc. (WSP $271.01)
  • $271.01 P/E (TTM): 44.12X Cap: $35.34B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $123.31)
  • $123.31 P/E (TTM): 20.66X Cap: $10.33B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS $36.65)
  • $36.65 Cap: $3.58B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• Jacobs Solutions Inc. (J $148.56)
  • $148.56 P/E (TTM): 36.97X Cap: $17.74B
  • View J Profile
  • View Questions on J

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

Upvote 0

Read Answer Asked by Marla on November 15, 2022

• VIQ Solutions Inc. (VQS $0.19)
  • $0.19 Cap: $10M
  • View VQS Profile
  • View Questions on VQS

Q: Hello, obviously the markets did not like Q3 results for VIQ Solutions, what are your thoughts on this company, do you think this was possibly a market over reaction? Interesting that an insider was buying in September 100,000 shares at $1. What do you think the main issues are here causing the decline?

Upvote 0

Read Answer Asked by Bryan on November 15, 2022

• Altius Minerals Corporation (ALS $33.79)
  • $33.79 P/E (TTM): 16.1X Cap: $1.57B
  • View ALS Profile
  • View Questions on ALS

Q: Can you comment on their latest earnings, and why the selloff?

Upvote 0

Read Answer Asked by Larry M. on November 15, 2022

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $20.67)
  • $20.67 P/E (TTM): 12.33X Cap: $882M
  • View DRM Profile
  • View Questions on DRM

Q: Could you comment on DRM's earnings? Thanks!

Upvote 0

Read Answer Asked by Jeff on November 15, 2022

• Toast Inc. Class A (TOST $37.15)
  • $37.15 P/E (TTM): 97.92X Cap: $21.64B
  • View TOST Profile
  • View Questions on TOST

Q: Please comment on the latest quarterly results for TOST. Clayton

Upvote 0

Read Answer Asked by Clayton on November 15, 2022

• Starbucks Corporation (SBUX $84.68)
  • $84.68 P/E (TTM): 35.94X Cap: $97.34B
  • View SBUX Profile
  • View Questions on SBUX

Q: I am holding a call on SBUX, with substantial profit, ! year to go, hold or sell?? thanks, Jim

Upvote 0

Read Answer Asked by jim on November 15, 2022

• Definity Financial Corporation (DFY $70.80)
  • $70.80 P/E (TTM): 21.13X Cap: $8.20B
  • View DFY Profile
  • View Questions on DFY

Q: Hi there,

What are your thoughts on DFY? The stock looks like it has been acting well. Do you have any updates on the company and would you be a buyer? Are there any red flags?

Thanks!

Upvote 1

Read Answer Asked by Michael on November 15, 2022

Q: Please provide the pros and cons of investing in "Step Up Extendible Notes." I note that they are not covered by CDIC. Would this be a safe investment? Many thanks for your guidance.

Stella

Upvote 0

Read Answer Asked by Stella on November 15, 2022

• ECN Capital Corp. (ECN $2.89)
  • $2.89 Cap: $816M
  • View ECN Profile
  • View Questions on ECN
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Anaergia Inc. (ANRG $2.84)
  • $2.84 Cap: $491M
  • View ANRG Profile
  • View Questions on ANRG

Q: Hi 5I. Down 20-30 % on Anrg and CTS. What do you think of selling one and buying ECN?
If so which one would you sell?
Seems like ECN has significant upside as well.
Thanks.

Upvote 0

Read Answer Asked by Tyler on November 15, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $36.45)
  • $36.45 Cap: $24.02B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN $7.50)
  • $7.50 Cap: $5.72B
  • View AQN Profile
  • View Questions on AQN
• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
  • View INE Profile
  • View Questions on INE
• Boralex Inc. Class A Shares (BLX $27.30)
  • $27.30 Cap: $2.78B
  • View BLX Profile
  • View Questions on BLX
• Invesco Solar ETF (TAN $44.16)
  • $44.16 P/E (TTM): 19.54X Cap: $789M
  • View TAN Profile
  • View Questions on TAN
• iShares S&P Global Clean Energy Index Fund (ICLN $15.38)
  • $15.38 P/E (TTM): 36.43X Cap: $1.66B
  • View ICLN Profile
  • View Questions on ICLN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $48.47)
  • $48.47 Cap: $18.13B
  • View BEPC Profile
  • View Questions on BEPC
• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $41.82)
  • $41.82 P/E (TTM): 6.06X Cap: $507M
  • View QCLN Profile
  • View Questions on QCLN

Q: Hi 5i,

I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?

Thanks!!

Upvote 0

Read Answer Asked by Brian on November 15, 2022

• American Tower Corporation (REIT) (AMT $193.19)
  • $193.19 P/E (TTM): 70.39X Cap: $91.09B
  • View AMT Profile
  • View Questions on AMT
• Crown Castle Inc. (CCI $96.70)
  • $96.70 Cap: $41.88B
  • View CCI Profile
  • View Questions on CCI
• Prologis Inc. (PLD $113.98)
  • $113.98 P/E (TTM): 30.86X Cap: $106.02B
  • View PLD Profile
  • View Questions on PLD
• Stag Industrial Inc. (STAG $34.75)
  • $34.75 P/E (TTM): 27.5X Cap: $6.52B
  • View STAG Profile
  • View Questions on STAG
• Digital Realty Trust Inc. (DLR $170.81)
  • $170.81 P/E (TTM): 45.12X Cap: $58.01B
  • View DLR Profile
  • View Questions on DLR
• Alexandria Real Estate Equities Inc. (ARE $82.52)
  • $82.52 Cap: $14.60B
  • View ARE Profile
  • View Questions on ARE
• EastGroup Properties Inc. (EGP $167.79)
  • $167.79 P/E (TTM): 36.74X Cap: $8.97B
  • View EGP Profile
  • View Questions on EGP
• Mid-America Apartment Communities Inc. (MAA $138.24)
  • $138.24 P/E (TTM): 28.66X Cap: $16.33B
  • View MAA Profile
  • View Questions on MAA
• Sun Communities Inc. (SUI $128.12)
  • $128.12 P/E (TTM): 12.38X Cap: $16.10B
  • View SUI Profile
  • View Questions on SUI
• Invitation Homes Inc. (INVH $29.05)
  • $29.05 P/E (TTM): 32.79X Cap: $17.80B
  • View INVH Profile
  • View Questions on INVH

Q: Hi,
I'm interested in these US REITs. Can you rank them best to worst for a longterm holder, and comment on the best account type to hold them in?
I know you've said that in general REITs are best held in a TFSA, but are there any exceptions to that guideline among them.
Thanks

Upvote 1

Read Answer Asked by Camille on November 15, 2022

• Algonquin Power & Utilities Corp. (AQN $7.50)
  • $7.50 Cap: $5.72B
  • View AQN Profile
  • View Questions on AQN

Q: does AQN make an attractive take-over candidate at current prices or marginally lower prices...would look to harvest tax loss but trying to assess risks of that strategy...would it be more attractive to a US peer vs. Can...many thanks...cheers

Upvote 0

Read Answer Asked by Cam on November 14, 2022

• Sangoma Technologies Corporation (STC $6.83)
  • $6.83 Cap: $227M
  • View STC Profile
  • View Questions on STC

Q: I will sell my shares of sangoma for tax loss purpose and plan to rebuy after 31 days. Do you think I should use a proxy or just wait the time ? Thanks !

Upvote 0

Read Answer Asked by jean on November 14, 2022

• Kelt Exploration Ltd. (KEL $6.88)
  • $6.88 P/E (TTM): 19.78X Cap: $1.39B
  • View KEL Profile
  • View Questions on KEL

Q: Could you please give your opinion on Kelt and their report this morning.

Upvote 0

Read Answer Asked by William on November 14, 2022

Q: Best Canadian tax-loss selling candidates for our watchlists (any industry)?

Upvote 0

Read Answer Asked by Stephen on November 14, 2022

• Mattr Corp. (MATR $10.72)
  • $10.72 P/E (TTM): 15.14X Cap: $659M
  • View MATR Profile
  • View Questions on MATR

Q: lana, i know i am out of questions, but subtract from my renewal at month end.
opinion on shawcor earnings-i own quite a bit ,i know they were good, but 5is opinion counts. dave

Upvote 0

Read Answer Asked by david on November 14, 2022

• Walmart Inc. (WMT $102.95)
  • $102.95 P/E (TTM): 38.78X Cap: $821.84B
  • View WMT Profile
  • View Questions on WMT

Q: The profile shows WMT price to free cash flow as approximately -1800. Is that correct and if so what does that mean?

Upvote 0

Read Answer Asked by Cheryl on November 14, 2022

• The Hershey Company (HSY $184.68)
  • $184.68 P/E (TTM): 24.92X Cap: $37.32B
  • View HSY Profile
  • View Questions on HSY

Q: Thoughts on this company's metrics if one's portfolio is low in consumer staples. Buy, sell, or hold? If you don't like which consumer staples companies in the US are better and is it a bad time to add knowing they have done well in a bad market. Thinking people may sell and rotate into tech. Thank you!

Upvote 0

Read Answer Asked by Neil on November 14, 2022

• Alphabet Inc. (GOOG $241.03)
  • $241.03 P/E (TTM): 26.35X Cap: $2.98T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $511.00)
  • $511.00 P/E (TTM): 37.5X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT
• Salesforce Inc. (CRM $243.42)
  • $243.42 P/E (TTM): 35.38X Cap: $233.33B
  • View CRM Profile
  • View Questions on CRM

Q: I wish to take a tax loss on Microsoft. Can you please suggest one or 2 proxies for a 30 day hold until a repurchase? Thank you for your excellent service

Upvote 0

Read Answer Asked by Leonard on November 14, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.41)
  • $16.41 Cap: $2.28B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Toast Inc. Class A (TOST $37.15)
  • $37.15 P/E (TTM): 97.92X Cap: $21.64B
  • View TOST Profile
  • View Questions on TOST

Q: Please comment on their respective quarters as it relates to the overall industry in general. Clayton

Upvote 0

Read Answer Asked by Clayton on November 14, 2022