Investment Q&A

• Wheaton Precious Metals Corp. (WPM $210.00)
  • $210.00 P/E (TTM): 71.17X Cap: $95.34B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $84.42)
  • $84.42 P/E (TTM): 24.8X Cap: $35.61B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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Q: As a proxy for a tax loss sale on PAAS what would be your three top choices today.

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Read Answer Asked by William Ross on August 12, 2021

Q: Hi Guys
Can you comment on the ETF " FRDM"
this etf seems interesting, in their unique approach in terms of the countries that are selected .
Thanks!

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Read Answer Asked by Gordon on August 12, 2021

• Calian Group Ltd. (CGY $84.16)
  • $84.16 Cap: $960M
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Q: Can you comment on recent results for CGY. What do you think of the company and valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Adcore Inc. (ADCO $0.13)
  • $0.13 Cap: $7M
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Q: This company seems to be moving in the right direction. Good growth and what looks to be a strong outlook. Could you weigh in on the valuation and recent results?

Thanks.

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Read Answer Asked by Robert on August 12, 2021

• Park Lawn Corporation (PLC $26.48)
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• Chartwell Retirement Residences (CSH.UN $21.58)
  • $21.58 P/E (TTM): 109.25X Cap: $6.86B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Exchange Income Corporation (EIF $102.95)
  • $102.95 P/E (TTM): 34.98X Cap: $5.77B
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• Main Street Capital Corporation (MAIN $58.89)
  • $58.89 P/E (TTM): 14.47X Cap: $5.30B
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• Gladstone Investment Corporation (GAIN $13.80)
  • $13.80 P/E (TTM): 4.43X Cap: $545M
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• Stag Industrial Inc. (STAG $39.47)
  • $39.47 P/E (TTM): 26.97X Cap: $7.54B
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• Pembina Pipeline Corp. (Canada) (PBA $44.50)
  • $44.50 P/E (TTM): 21.28X Cap: $25.82B
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Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

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Read Answer Asked by D on August 12, 2021

• Pan American Silver Corp. (PAAS $84.42)
  • $84.42 P/E (TTM): 24.8X Cap: $35.61B
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Q: Can you please comment on earnings. I'm down here and I believe it missed estimates last quarter as well.

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Read Answer Asked by David on August 12, 2021

• Victorias Secret & Co. (VSCO $60.01)
  • $60.01 P/E (TTM): 45.98X Cap: $5.03B
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Q: What is your opinion on Victoria secret growth?

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Read Answer Asked by Francois on August 12, 2021

• DigitalOcean Holdings Inc. (DOCN $52.26)
  • $52.26 P/E (TTM): 21.98X Cap: $4.80B
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Q: Your recent comments about this company seem to generally be positive. Trading volumes seem to have increased in the last few weeks which seems good. Can I get your thoughts on the quarterly results released August 5th? Thanks.

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Read Answer Asked by Marco on August 12, 2021

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: I like the recent q report. The stock still seems underpriced compared to similar US companies which may be a good comparable as almost all of its growth is coming from the US business. It looks like the street is taking more interest. Your thoughts please.

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Read Answer Asked by Murray on August 12, 2021

• Ag Growth International Inc. (AFN $27.07)
  • $27.07 Cap: $509M
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Q: At first glance, the AG Growth International earnings did not look that bad. But the market does not think so. What are your thoughts?

Thanks

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Read Answer Asked by Tom on August 12, 2021

• CAE Inc. (CAE $42.13)
  • $42.13 P/E (TTM): 34.48X Cap: $13.55B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on August 12, 2021

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 37.44X Cap: $859M
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Q: I wanted to ask about one more point on the ECN division sale. Assuming the deal close they are getting 2B US$. Only 1.5B of that is being used to pay out 7.50 CAD per share. This means there is 500M US (about $2.50 CAD per share) being added to the company. So at current price of 10.65 the other half of the company is being valued at 65 cents. Is this correct?

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Read Answer Asked by Mike on August 12, 2021

• BSR Real Estate Investment Trust (HOM.UN $17.45)
  • $17.45 Cap: $681M
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Q: Can you comment on BSR reits latest results please. The stock has been on fire and results looked good to me. Is it a decent buy today? How does it compare with peers? Valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Americold Realty Trust Inc. (COLD $12.56)
  • $12.56 Cap: $3.57B
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Q: Would you have an opinion on this reit in the U.S. THANKS

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Read Answer Asked by John on August 12, 2021

Q: Your thoughts on Brookfield's quarter please?

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Read Answer Asked by John on August 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $97.95)
  • $97.95 Cap: $7.18B
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• goeasy Ltd. (GSY $110.24)
  • $110.24 P/E (TTM): 7.72X Cap: $1.77B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $122.02)
  • $122.02 Cap: $14.08B
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• WELL Health Technologies Corp. (WELL $4.48)
  • $4.48 Cap: $1.13B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.98)
  • $12.98 Cap: $1.78B
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• Topicus.com Inc. (TOI $100.42)
  • $100.42 P/E (TTM): 306.56X Cap: $13.14B
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Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

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Read Answer Asked by Elliott on August 12, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.89)
  • $5.89 P/E (TTM): 23.16X Cap: $628M
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Q: thoughts on the quarter please? Thx

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Read Answer Asked by blake on August 12, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you please give your assessment of the quarterly results.

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Read Answer Asked by Bruce on August 12, 2021

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 37.44X Cap: $859M
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Q: Hi 5i team,
Re ECN, which is in the ‘growth portfolio’, is the special dividend of $7.50 per share only payable to shareholders which are on the book as of Aug 10, 2021? Shares purchased after Aug 10 would not be entitled to this special dividend? Thanks.

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Read Answer Asked by Willie on August 12, 2021

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 37.44X Cap: $859M
  • View ECN Profile
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Q: What is the reasonable counter-argument to using my 10% cash holding to buy ECN for the special dividend? It's a good company so I'm fine holding after to ride out any market volatility, and it doesn't seem to have any especially severe company risk compared to peers...

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Read Answer Asked by Rick on August 12, 2021