Investment Q&A

• Toronto-Dominion Bank (The) (TD $128.46)
  • $128.46 P/E (TTM): 10.75X Cap: $217.65B
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• Pason Systems Inc. (PSI $11.79)
  • $11.79 P/E (TTM): 15.4X Cap: $932M
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• Precision Drilling Corporation (PD $97.16)
  • $97.16 P/E (TTM): 24.53X Cap: $1.26B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.00)
  • $117.00 P/E (TTM): 46.13X Cap: $13.25B
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• Champion Iron Limited Ordinary Shares (CIA $5.36)
  • $5.36 P/E (TTM): 22.61X Cap: $2.87B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.57)
  • $17.57 P/E (TTM): 74.38X Cap: $1.73B
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• Trisura Group Ltd. (TSU $43.34)
  • $43.34 P/E (TTM): 16.71X Cap: $2.06B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

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Read Answer Asked by Nizar on May 11, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $7.62)
  • $7.62 P/E (TTM): 26.25X Cap: $1.45B
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• Savaria Corporation (SIS $21.89)
  • $21.89 P/E (TTM): 25.66X Cap: $1.59B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Acadian Timber Corp. (ADN $15.58)
  • $15.58 P/E (TTM): 18.93X Cap: $286M
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• goeasy Ltd. (GSY $131.14)
  • $131.14 P/E (TTM): 9.15X Cap: $2.03B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.60)
  • $12.60 P/E (TTM): 29.23X Cap: $3.70B
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• EQB Inc. (EQB $103.33)
  • $103.33 P/E (TTM): 14.84X Cap: $3.80B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.00)
  • $117.00 P/E (TTM): 46.13X Cap: $13.25B
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• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $985M
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Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

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Read Answer Asked by Murray on May 11, 2023

• Savaria Corporation (SIS $21.89)
  • $21.89 P/E (TTM): 25.66X Cap: $1.59B
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Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

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Read Answer Asked by Mary on May 11, 2023

• Exchange Income Corporation (EIF $83.68)
  • $83.68 P/E (TTM): 30.8X Cap: $4.55B
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Q: Did they beat last year’s quarter on all metrics except for free cash flow per share less capital expenditures?
How significant is the $.44 this year v $.50 last year

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Read Answer Asked by Alan on May 11, 2023

• Apple Inc. (AAPL $271.58)
  • $271.58 P/E (TTM): 36.44X Cap: $4.02T
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• Microsoft Corporation (MSFT $484.41)
  • $484.41 P/E (TTM): 33.86X Cap: $3.59T
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• SPDR S&P 500 ETF Trust (SPY $680.85)
  • $680.85 P/E (TTM): 27.29X Cap: $712.54B
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• Vanguard Total Stock Market ETF (VTI $336.39)
  • $336.39 P/E (TTM): 26.71X Cap: $542.84B
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• RBC U.S. Dividend Fund Series A (RBF590 $41.46)
  • $41.46 P/E (TTM): 18.4X
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Q: What do you think about this fund?

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Read Answer Asked by David M. on May 11, 2023

Q: I’m in my mid 30’s and typically have just about all my net worth in equities. I’ve recently moved to nearly a 40% weight in high interest etfs (PSA etc) paying over 4% to park cash in what I think is a pretty crummy outlook for the economy mid term. Do you think I’m being overly pessimistic

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Read Answer Asked by Scott on May 11, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Do you think they should institute another share buyback program. They did when shares were averaging 5 dollars. At 2.70 it seems like a 2 for 1 super sale.

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Read Answer Asked by Steve on May 11, 2023

• Manulife Financial Corporation (MFC $50.20)
  • $50.20 P/E (TTM): 15.42X Cap: $84.03B
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• Intact Financial Corporation (IFC $285.32)
  • $285.32 P/E (TTM): 23.46X Cap: $50.50B
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Q: I'm thinking of swapping out Manulife Financial for Intact Financial as IFC apepars to provide an opportunity for a higher total return overall. Thoughts on this swap or not?

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Read Answer Asked by Gerry on May 11, 2023

Q: I have an offer to purchase Meridian credit union Class A Shares. I realize that this is a little off base but any of your impute would be appreciated. Thanks, James

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Read Answer Asked by JAMES on May 11, 2023

• PayPal Holdings Inc. (PYPL $59.68)
  • $59.68 P/E (TTM): 12.11X Cap: $55.61B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I.
I won both of PYPl and Sq. Which would you get rid of if you had to. And long term do you see these much higher?
Thanks

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Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $59.68)
  • $59.68 P/E (TTM): 12.11X Cap: $55.61B
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Q: You thoughts on earnings. Was the reaction overdone?

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Read Answer Asked by Theodore on May 11, 2023

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.42)
  • $10.42 P/E (TTM): 6.67X Cap: $624M
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Q: What is your perspective on this ETF for income in current environment - with regards to safety and risk?
Do you believe that gas and oil has bottomed out?

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Read Answer Asked by Catherine on May 11, 2023

• Quarterhill Inc. (QTRH $0.93)
  • $0.93 Cap: $111M
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Q: how do you view the latest earnings? on the surface they seem poor given the lumpiness of their Wi-Lan division. With a search for a new CEO on, and dividend cut, things don't look so good but I do see a healthy $500 million backlog in their electronic road tolling division. I would consider this a hold esp given their $57 million cash on hand. What is your opinion?

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Read Answer Asked by Neelesh on May 11, 2023

• Propel Holdings Inc. (PRL $25.51)
  • $25.51 P/E (TTM): 11.38X Cap: $980M
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Q: With this earnings release I am temped to buy shares in PRL. Can you sift through the release; growth, ROE, valuation. Is it closer to a buy in your view?

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Read Answer Asked by Harry on May 11, 2023

• Propel Holdings Inc. (PRL $25.51)
  • $25.51 P/E (TTM): 11.38X Cap: $980M
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Q: Hello 5i Team,
I'm wondering your thoughts on Propel's recent quarter, entrance into the Canadian market and dividend increase?
Thank you
Brent

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Read Answer Asked by Brent on May 11, 2023

• Airbnb Inc. (ABNB $135.76)
  • $135.76 P/E (TTM): 31.93X Cap: $82.47B
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Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

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Read Answer Asked by Shane on May 11, 2023

• Babylon Holdings Limited Class A (BBLN)
  • Cap: $16M
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Q: If I read the news correctly, BBLN crashed today on news they are planning to go private. What does this mean for me as a shareholder? Should I sell now and take my lumps, or is there as chance it will bounce back a bit?

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Read Answer Asked by Donald on May 11, 2023

• Upstart Holdings Inc. (UPST $47.46)
  • $47.46 P/E (TTM): 187.71X Cap: $4.57B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on May 11, 2023

• Northland Power Inc. (NPI $17.16)
  • $17.16 Cap: $4.50B
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Q: Why has NPI dropped so much today , should I hold or sell.

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Read Answer Asked by nick on May 11, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.11)
  • $6.11 P/E (TTM): 24.04X Cap: $649M
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Q: I'd appreciate your comments on FSZ's results released today and outlook. I noticed that you lowered your position and implied it is on its way out of your income portfolio. Do you see it as a SELL. While I hold it for the income, I'm also hoping that another company will take it over. Thanks for your help.

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Read Answer Asked by Earl on May 11, 2023