Investment Q&A

• Bank of Nova Scotia (The) (BNS $99.34)
  • $99.34 P/E (TTM): 24.2X Cap: $123.33B
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• Intact Financial Corporation (IFC $284.05)
  • $284.05 P/E (TTM): 23.46X Cap: $50.50B
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• EQB Inc. (EQB $101.15)
  • $101.15 P/E (TTM): 14.84X Cap: $3.80B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.72)
  • $61.72 P/E (TTM): 89.2X Cap: $138.58B
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Q: Hi Peter Looking for more growth in a LIF account. Which of EQB, BN or IFC would you choose to replace BNS? Please rank in order . Thanks

Upvote 9

Read Answer Asked by Gary on February 28, 2024

• Whitecap Resources Inc. (WCP $11.14)
  • $11.14 P/E (TTM): 9.66X Cap: $13.52B
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Q: Hi 5i
With reference to brians question, is it Whitecaps intention to continue to pay down debt? At the current rate when would they expect to be debt free ? What happens then with share price ect assuming oil continues on the current path.
thx

Upvote 5

Read Answer Asked by jim on February 28, 2024

Q: For a TFSA, what would be your top 10 CAD equities that you would recommend owning

Upvote 39

Read Answer Asked by David on February 28, 2024

• Capital One Financial Corporation (COF $242.80)
  • $242.80 P/E (TTM): 81.8X Cap: $154.35B
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• Mastercard Incorporated (MA $566.21)
  • $566.21 P/E (TTM): 36.16X Cap: $508.45B
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• Visa Inc. (V $346.01)
  • $346.01 P/E (TTM): 33.77X Cap: $666.32B
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Q: Your thoughts please about the merger with Discover and their competitiveness versus the dominance of Mastercard and Visa

Upvote 2

Read Answer Asked by MG on February 28, 2024

• Brookfield Corporation Class A Limited (BN $44.77)
  • $44.77 P/E (TTM): 89.2X Cap: $100.53B
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Q: What interlisted stocks have an ex dividend coming up soon? I know BN is March 12th, what other stocks are before March 12th? Thank you.

Upvote 2

Read Answer Asked by Cheryl on February 28, 2024

Q: Chris's podcasts, a brilliant idea! Seeing you talk together in this way makes you even more sympathetic and human.

Upvote 8

Read Answer Asked by Charles on February 28, 2024

• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
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Q: The Fed bailout ends March 11. Is it a big nothing burger, or something to pay attention to for equity owners? If so, what is the potential risk?

Upvote 1

Read Answer Asked by Kel on February 28, 2024

• Northland Power Inc. (NPI $17.22)
  • $17.22 Cap: $4.50B
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Q: Thoughts on the quarterly report please. Do you feel they are making the correct adjustments to improve their outlook? Do you continue to see them as a cautious hold? Thanks.

Upvote 1

Read Answer Asked by Robert on February 28, 2024

• Alphabet Inc. (GOOGL $302.46)
  • $302.46 P/E (TTM): 29.29X Cap: $3.64T
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Q: Why it keeps going down?

Thanks,
Milan

Upvote 10

Read Answer Asked by Milan on February 28, 2024

Q: I have subscribed to the Daily Dirtnap newsletter for the past couple years and have enjoyed it. But lately its gotten to be too much self promotion and utter fluff. Is there other daily market newsletters that you are fans of and would recommend? Thank you

Upvote 4

Read Answer Asked by Martin on February 28, 2024

• Fox Factory Holding Corp. (FOXF $17.59)
  • $17.59 Cap: $712M
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Q: Is the FOXF growth story broken or just terrible macro right now? Are they losing share to a competitor? They have had a bumpy ride with the earning shocks and wondering if they can still kick it back into high gear. Or if earnings will continue to deflate.

Upvote 1

Read Answer Asked by Kel on February 28, 2024

Q: Hi Peter. Curious what the picture in the background of your YouTube podcasts is? It looks like a newspaper clipping. Maybe one of your charity bike events? Just curious. If none of my business just say so ...

Upvote 2

Read Answer Asked by Danny-boy on February 28, 2024

• Enbridge Inc. (ENB $64.43)
  • $64.43 P/E (TTM): 24.73X Cap: $140.53B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $51.83)
  • $51.83 Cap: $19.19B
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Q: Which one is a better buy today ? Thanks a lot.

Upvote 7

Read Answer Asked by Lai Kuen on February 28, 2024

• WELL Health Technologies Corp. (WELL $3.88)
  • $3.88 Cap: $985M
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.08)
  • $8.08 P/E (TTM): 8.05X Cap: $230M
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• Docebo Inc. (DCBO $30.34)
  • $30.34 P/E (TTM): 29.01X Cap: $871M
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.85)
  • $0.85 Cap: $262M
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Q: Hi

I am still sitting on the fence regarding sell half of my WELL in my TFSA.

What would be your pick as a replacement :

DCBO
DRX

I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.

Thank you

Mike

Upvote 12

Read Answer Asked by Mike on February 28, 2024

• EQB Inc. (EQB $101.15)
  • $101.15 P/E (TTM): 14.84X Cap: $3.80B
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Q: Hi Team,
Can you give a brief lowdown of EQB please. What is the bullish story with them? Strengths, risks etc. Do you see more upside in them compared to the traditional big banks? Also; looking back at a 10 yr chart on eqb they seemed to have struggled in the past to maintain any sort of uptrend. I see they had a big run up in 2019 and 2021 but only to have a drastic crash back down again. What caused the last crash in 2021 from the mid 150's to 75 range? And is this issue resolved? Is this a comeback story? I don't really know the history of the bank. Thanks

Shane.

Upvote 6

Read Answer Asked by Shane on February 28, 2024

Q: Everyone, investing is a difficult industry to master over decades. What are three items that you would never do in this business? Clayton

Upvote 15

Read Answer Asked by Clayton on February 28, 2024

• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
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Q: Hi 5i Team - The share price of Argonaut Gold had a recent major one day drop and has shown little recovery since. Could you explain the one day drop in price and also your opinion on whether it is worth holding based on fundamentals and exploration as well as earnings potential. Also do you think the sell-off is overdone.
Thanks.

Upvote 2

Read Answer Asked by Rob on February 28, 2024

• Fortis Inc. (FTS $70.88)
  • $70.88 P/E (TTM): 20.4X Cap: $35.82B
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• Hydro One Limited (H $53.62)
  • $53.62 P/E (TTM): 24.56X Cap: $32.15B
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Q: Recently retired and looking for growth and income and looking for suggestions with FTS. Have owned for 5 years and currently up 10.48 % over that time. One of my weakest performers in my rrsp. What would you do with this? Sell outright and replace with? I’m considering H as I own both and H has outperformed with 69.86% over the same time period. Which would you prefer for the next 5 years? H? FTS? ( is there hope for FTS) or something else and which would be buyable today?
Thanks for all your guidance

Upvote 4

Read Answer Asked by Craig on February 28, 2024

• Celestica Inc. (CLS $373.02)
  • $373.02 P/E (TTM): 45.82X Cap: $42.91B
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• Super Micro Computer Inc. (SMCI $29.37)
  • $29.37 P/E (TTM): 23.5X Cap: $17.81B
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• Axon Enterprise Inc. (AXON $563.28)
  • $563.28 P/E (TTM): 174.38X Cap: $43.40B
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• Vertiv Holdings LLC Class A (VRT $154.39)
  • $154.39 P/E (TTM): 56.54X Cap: $59.02B
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Q: Of the 4 names which one would you be a buyer of this week?

Upvote 11

Read Answer Asked by Sal on February 28, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.08)
  • $8.08 P/E (TTM): 8.05X Cap: $230M
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Q: This is more a comment. This company has spend a significant (over $20 million) on R and D, in particular automation, over the last three years and the benefits are clear to see. The cfo told me that the new technology has performed beyond expectation and it is equivalent to employing 100 welders.
The dual share structure, while often maligned, does have its benefits. It means management has a huge incentive to get things right.

Upvote 11

Read Answer Asked by Murray on February 27, 2024