Investment Q&A

• Allied Properties Real Estate Investment Trust (AP.UN $14.04)
  • $14.04 Cap: $1.83B
  • View AP.UN Profile
  • View Questions on AP.UN
• Dream Office Real Estate Investment Trust (D.UN $18.03)
  • $18.03 Cap: $306M
  • View D.UN Profile
  • View Questions on D.UN

Q: I am hearing investors piling into commercial real estate. I am looking for office real estate REITs in Canada that are beaten down, will not go down but have a potential price appreciation when environment improves. I am more looking for capital appreciation and not necessarily dividend.

Upvote 2

Read Answer Asked by Ron on February 14, 2024

• Cenovus Energy Inc. (CVE $23.43)
  • $23.43 P/E (TTM): 16.69X Cap: $43.58B
  • View CVE Profile
  • View Questions on CVE

Q: Has CVE filed to do any pref share buybacks?

As CVE reduces profit, would their prefs be consideration? In what order might they target their debt reduction?

Thank you

Upvote 2

Read Answer Asked by Dominic on February 14, 2024

• Blackrock Enhanced International Dividend Trust (BGY $5.73)
  • $5.73 P/E (TTM): 26.63X Cap: $594M
  • View BGY Profile
  • View Questions on BGY
• BlackRock Utility Infrastructure & Power Opportunities Trust (BUI $26.10)
  • $26.10 P/E (TTM): 21.31X Cap: $593M
  • View BUI Profile
  • View Questions on BUI
• JPMorgan Equity Premium Income ETF (JEPI $56.31)
  • $56.31 P/E (TTM): 24.94X Cap: $40.67B
  • View JEPI Profile
  • View Questions on JEPI

Q: Hello. can I get your opinion on these. Are they worth buying or can you suggest something else ? Thank you for the great service.

Upvote 1

Read Answer Asked by ric on February 14, 2024

• Dye & Durham Limited (DND $5.16)
  • $5.16 Cap: $356M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: hi 5i
With reference to my earlier question you mention there are better names, could you please advise a few of those names .
thx

Upvote 3

Read Answer Asked by jim on February 14, 2024

• Royal Bank of Canada (RY $205.39)
  • $205.39 P/E (TTM): 15.54X Cap: $291.14B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $114.04)
  • $114.04 P/E (TTM): 9.72X Cap: $196.63B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $92.34)
  • $92.34 P/E (TTM): 17.69X Cap: $114.67B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I hold positions in these three banks. What entry points would you be comfortable adding to these names?

Thanks
Tim

Upvote 6

Read Answer Asked by Timothy on February 14, 2024

• Dye & Durham Limited (DND $5.16)
  • $5.16 Cap: $356M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Hi 5i
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?

Thx

Upvote 1

Read Answer Asked by jim on February 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $44.85)
  • $44.85 Cap: $18.45B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $308.75)
  • $308.75 P/E (TTM): 29.75X Cap: $89.09B
  • View COIN Profile
  • View Questions on COIN

Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.

Upvote 7

Read Answer Asked by Ed on February 14, 2024

• Snowline Gold Corp. (SGD)
  • Cap: $369M
  • View SGD Profile
  • View Questions on SGD

Q: Your thoughts on the outlook for this stock? Would you consider it a Buy?

Upvote 1

Read Answer Asked by Charles on February 14, 2024

Q: What is the reaction of preferred shares to interest rate changes? How does a preferred share differ from a bond?

Upvote 5

Read Answer Asked by Dennis on February 14, 2024

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.01)
  • $5.01 P/E (TTM): 21.65X Cap: $215M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Can you comment on their earnings and your opinion of their prospects...is their some growth on the horizon to go with the yield of about 5.75%? Thanks!

Upvote 2

Read Answer Asked by Michael on February 14, 2024

• Tesla Inc. (TSLA $447.42)
  • $447.42 P/E (TTM): 304.37X Cap: $1.55T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hi 5i, Tesla is down again today, would you buy it with some fun money looking for a bounce back in the short term (say 6 months)? Would you prefer a long term hold with this company?

Upvote 2

Read Answer Asked by Barbara on February 14, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.89)
  • $11.89 P/E (TTM): 25.19X Cap: $3.53B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Hi Guys

Your thoughts on Dream Industrial earnings just out? Where do you see the stock out 3 years?

Thanks

Stuart

Upvote 8

Read Answer Asked by Stuart on February 14, 2024

• Descartes Systems Group Inc. (The) (DSG $119.01)
  • $119.01 P/E (TTM): 52.3X Cap: $10.65B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $125.25)
  • $125.25 P/E (TTM): 23.36X Cap: $10.33B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS $37.80)
  • $37.80 Cap: $3.70B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BRP Inc. Subordinate Voting Shares (DOO $87.61)
  • $87.61 Cap: $6.39B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $167.64)
  • $167.64 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TerraVest Industries Inc. (TVK $126.35)
  • $126.35 Cap: $2.82B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $89.80)
  • $89.80 P/E (TTM): 10.14X Cap: $3.45B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.57)
  • $205.57 P/E (TTM): 31.66X Cap: $2.55B
  • View HPS.A Profile
  • View Questions on HPS.A
• Richelieu Hardware Ltd. (RCH $37.94)
  • $37.94 P/E (TTM): 25.13X Cap: $2.15B
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH
• Aritzia Inc. Subordinate Voting Shares (ATZ $96.49)
  • $96.49 P/E (TTM): 40.99X Cap: $11.56B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Trisura Group Ltd. (TSU $37.51)
  • $37.51 P/E (TTM): 15.58X Cap: $1.81B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• WELL Health Technologies Corp. (WELL $5.00)
  • $5.00 Cap: $1.30B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Docebo Inc. (DCBO $34.32)
  • $34.32 P/E (TTM): 35.83X Cap: $1.03B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Dye & Durham Limited (DND $5.16)
  • $5.16 Cap: $356M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $134.50)
  • $134.50 P/E (TTM): 65.72X Cap: $11.30B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $29.55)
  • $29.55 P/E (TTM): 125.81X Cap: $8.30B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Upvote 28

Read Answer Asked by Timothy on February 14, 2024

• BlackRock Inc. (BLK $1,059.90)
  • $1,059.90 P/E (TTM): 26.17X Cap: $165.51B
  • View BLK Profile
  • View Questions on BLK
• Deere & Company (DE $467.26)
  • $467.26 P/E (TTM): 24.11X Cap: $124.87B
  • View DE Profile
  • View Questions on DE
• Constellation Brands Inc. (STZ $129.53)
  • $129.53 P/E (TTM): 19.01X Cap: $22.89B
  • View STZ Profile
  • View Questions on STZ
• Thermo Fisher Scientific Inc (TMO $564.05)
  • $564.05 P/E (TTM): 32.78X Cap: $212.22B
  • View TMO Profile
  • View Questions on TMO
• lululemon athletica inc. (LULU $161.56)
  • $161.56 P/E (TTM): 11.64X Cap: $18.77B
  • View LULU Profile
  • View Questions on LULU
• ServiceNow Inc. (NOW $881.20)
  • $881.20 P/E (TTM): 111.02X Cap: $190.07B
  • View NOW Profile
  • View Questions on NOW
• Palo Alto Networks Inc. (PANW $213.47)
  • $213.47 P/E (TTM): 137.22X Cap: $146.64B
  • View PANW Profile
  • View Questions on PANW

Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2024

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X Cap: $4.57B
  • View WIRE Profile
  • View Questions on WIRE

Q: Hi 5i,
May I please have your thoughts on the latest results from Encore Wire?
Would you recommend continuing to hold the stock or move on to something else in the sector? If moving, on any recommendations would be appreciated.
I already own HPS and PWR.
Thanks!!

Upvote 5

Read Answer Asked by Brian on February 14, 2024

• Madrigal Pharmaceuticals Inc. (MDGL $459.41)
  • $459.41 Cap: $9.39B
  • View MDGL Profile
  • View Questions on MDGL

Q: What do you think of this company for the next few years
Thank You
Peter

Upvote 1

Read Answer Asked by Peter on February 14, 2024

• Toronto-Dominion Bank (The) (TD $114.04)
  • $114.04 P/E (TTM): 9.72X Cap: $196.63B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $92.34)
  • $92.34 P/E (TTM): 17.69X Cap: $114.67B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Which Canadian bank has been the worse performer in the last cycle?

Danny

Upvote 3

Read Answer Asked by Danny on February 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $44.85)
  • $44.85 Cap: $18.45B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?

Upvote 4

Read Answer Asked by David on February 14, 2024

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
  • View FR Profile
  • View Questions on FR
• Pan American Silver Corp. (PAAS $46.73)
  • $46.73 P/E (TTM): 24.31X Cap: $17.63B
  • View PAAS Profile
  • View Questions on PAAS

Q: Good morning,

Both FR and PAAS are at new lows today, will 2024 be better going forward ?

Thanks,
George

Upvote 2

Read Answer Asked by George on February 14, 2024

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
  • View MDF Profile
  • View Questions on MDF
  • View Reports on MDF

Q: What’s your opinion on this quarter? Doesn’t look super. Would you forget about this and move on ?

Upvote 1

Read Answer Asked by Andre on February 14, 2024