Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $66.87)
  • $66.87 P/E (TTM): 11.35X Cap: $3.61B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.01)
  • $13.01 P/E (TTM): 31.28X Cap: $3.87B
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Q: Was thinking of selling Boardwalk Reit, what would options to potential replace it within REIT space?

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Read Answer Asked by Maurice on August 02, 2023

• Lithium Americas Corp. (LAC $6.25)
  • $6.25 Cap: $1.95B
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• American Lithium Corp. (LI $0.72)
  • $0.72 Cap: $216M
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Q: Can you provide any update information on LI. It was looking good in Jan./23 but has fallen . Is it a hold or can you compare it to LAC.

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Read Answer Asked by John on August 02, 2023

• Vanguard Balanced ETF Portfolio (VBAL $37.70)
  • $37.70 P/E (TTM): 6.89X Cap: $4.75B
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Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom

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Read Answer Asked by Tom on August 02, 2023

• ON Semiconductor Corporation (ON $70.41)
  • $70.41 P/E (TTM): 87.51X Cap: $28.04B
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Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

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Read Answer Asked by Marco on August 02, 2023

• Total Energy Services Inc. (TOT $16.72)
  • $16.72 P/E (TTM): 10.7X Cap: $646M
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Q: For a one or two percent short term speculative play---what can you say about Total Energy---- TOT---- to use the possible energy wave for a little ride?

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Read Answer Asked by joe on August 02, 2023

• Atkore Inc. (ATKR $65.83)
  • $65.83 Cap: $2.28B
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Q: Good day everyone your thoughts on ATKR
Thanks

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Read Answer Asked by George on August 02, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.01)
  • $36.01 P/E (TTM): 20.38X Cap: $838M
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• TerraVest Industries Inc. (TVK $135.83)
  • $135.83 Cap: $3.08B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $208.10)
  • $208.10 P/E (TTM): 29.56X Cap: $2.48B
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Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.

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Read Answer Asked by Ken on August 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $113.92)
  • $113.92 Cap: $13.40B
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• ECN Capital Corp. (ECN $3.04)
  • $3.04 P/E (TTM): 108.88X Cap: $856M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $86.19)
  • $86.19 P/E (TTM): 771.55X Cap: $7.32B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

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Read Answer Asked by Chris on August 02, 2023

• PPL Corporation (PPL $36.94)
  • $36.94 P/E (TTM): 24.37X Cap: $26.63B
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• Southern Company (The) (SO $92.52)
  • $92.52 P/E (TTM): 22.57X Cap: $100.04B
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• Fortis Inc. (FTS $76.59)
  • $76.59 P/E (TTM): 21.19X Cap: $37.39B
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• Hydro One Limited (H $55.97)
  • $55.97 P/E (TTM): 25.28X Cap: $32.92B
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• Atmos Energy Corporation (ATO $179.18)
  • $179.18 P/E (TTM): 22.71X Cap: $29.11B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.13)
  • $59.13 Cap: $19.74B
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Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

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Read Answer Asked by Keith on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.52)
  • $71.52 P/E (TTM): 32.62X Cap: $114.44B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• 1CM Inc. (EPIC $0.14)
  • $0.14 Cap: $22M
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Q: Hi Guys,

Thoughts on this company?

Thanks,

Jim

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Read Answer Asked by jim on August 01, 2023

• SoFi Technologies Inc. (SOFI $19.25)
  • $19.25 P/E (TTM): 37.82X Cap: $25.87B
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Q: Hi, Could you please comment on SOFI earnings. Thank you

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Read Answer Asked by francis on August 01, 2023

• goeasy Ltd. (GSY $121.06)
  • $121.06 P/E (TTM): 9.34X Cap: $1.94B
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• Topicus.com Inc. (TOI $86.19)
  • $86.19 P/E (TTM): 771.55X Cap: $7.32B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Alphabet Inc. (GOOG $310.02)
  • $310.02 P/E (TTM): 29.48X Cap: $3.76T
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• Eli Lilly and Company (LLY $1,052.89)
  • $1,052.89 P/E (TTM): 50.15X Cap: $959.76B
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• United Rentals Inc. (URI $879.99)
  • $879.99 P/E (TTM): 22.7X Cap: $55.04B
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• Berkshire Hathaway Inc. (BRK.B $504.82)
  • $504.82 P/E (TTM): 16.0X Cap: $1.07T
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Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR

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Read Answer Asked by John on August 01, 2023

• Mullen Group Ltd. (MTL $16.13)
  • $16.13 P/E (TTM): 16.65X Cap: $1.53B
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• Russel Metals Inc. (RUS $47.30)
  • $47.30 P/E (TTM): 17.29X Cap: $2.87B
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• Savaria Corporation (SIS $24.78)
  • $24.78 P/E (TTM): 29.2X Cap: $1.80B
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• Exchange Income Corporation (EIF $97.86)
  • $97.86 P/E (TTM): 36.44X Cap: $5.28B
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• Wajax Corporation (WJX $28.90)
  • $28.90 P/E (TTM): 13.66X Cap: $629M
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• Doman Building Materials Group Ltd. (DBM $10.03)
  • $10.03 P/E (TTM): 11.35X Cap: $880M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $69.78)
  • $69.78 P/E (TTM): 25.82X Cap: $13.97B
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• Vanguard S&P 500 Index ETF (VFV $165.95)
  • $165.95 P/E (TTM): 26.01X Cap: $28.31B
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• iShares Core Equity ETF Portfolio (XEQT $41.23)
  • $41.23 P/E (TTM): 13.67X Cap: $14.22B
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Q: Hi there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!

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Read Answer Asked by Michael on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $19.07)
  • $19.07 P/E (TTM): 25.22X Cap: $29.92B
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• Capital Power Corporation (CPX $59.84)
  • $59.84 P/E (TTM): 20.51X Cap: $9.24B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023

• TFI International Inc. (TFII $158.52)
  • $158.52 P/E (TTM): 31.47X Cap: $14.03B
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Q: Can you comment on TFII'e earrings? Thanks. - Jeff

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Read Answer Asked by Jeff on August 01, 2023

• Great-West Lifeco Inc. (GWO $60.94)
  • $60.94 P/E (TTM): 13.75X Cap: $55.77B
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Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

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Read Answer Asked by Jacques on August 01, 2023