Investment Q&A

• Leon's Furniture Limited (LNF $28.93)
  • $28.93 P/E (TTM): 12.29X Cap: $1.96B
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Q: Good Day 5i,

A question regarding Leons. I have purchased this from as low as $17 to as high as $23. I hold it for income, and growth, with a two year timeline before changing over to a higher yield for income, as my wife and I retire. Would you consider this a hold for income only or would you consider something with a higher yield?

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Read Answer Asked by Kelly on January 30, 2023

• Richards Packaging Income Fund (RPI.UN $32.75)
  • $32.75 P/E (TTM): 16.23X Cap: $358M
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.65)
  • $13.65 P/E (TTM): 19.54X Cap: $383M
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Q: Hi 5i,
Which of these two dividend payers do you like the best in the current environment. Also would you consider buying both?

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Read Answer Asked by Mark on January 30, 2023

• INVESCO QQQ Trust (QQQ $610.58)
  • $610.58 P/E (TTM): 36.04X Cap: $391.60B
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• Vanguard Information Technology ETF (VGT $762.26)
  • $762.26 P/E (TTM): 37.24X Cap: $94.18B
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Q: what would you recommend as a US IT ETF

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Read Answer Asked by GRAHAM on January 30, 2023

• Upstart Holdings Inc. (UPST $52.10)
  • $52.10 Cap: $4.84B
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Q: UPST has had a nice pop in the new year. Do you feel it offers a compelling value at current levels given it's growth prospects, or has a lot of the shine been priced out?

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Read Answer Asked by Andrew on January 30, 2023

• Currency Exchange International Corp. (CXI $24.85)
  • $24.85 P/E (TTM): 16.05X Cap: $154M
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Q: CXI has had quite a run. Is it a good buy at this price?

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Read Answer Asked by Ian on January 30, 2023

• Brookfield Office Properties Inc. Class AAA Preference Shares Series GG (BPO.PR.G $19.85)
  • $19.85 Cap: $9.13B
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Q: Would you please confirm that these preferred shares now fall under BN (Brookfield Corporation)? Trying to assess the safety of the dividend.
Thanks
Peter

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Read Answer Asked by Peter on January 30, 2023

• Peyto Exploration & Development Corp. (PEY $20.15)
  • $20.15 P/E (TTM): 11.95X Cap: $3.99B
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• Birchcliff Energy Ltd. (BIR $6.45)
  • $6.45 P/E (TTM): 22.64X Cap: $1.75B
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Q: Peter, your opinion please. I own BIR TVE MEG SUNCOR CNQ PETYO FRU . Would you please tell me which is the most oily to the least oily, Thanks Ken

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Read Answer Asked by Ken on January 30, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.55)
  • $16.55 Cap: $2.27B
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• Affirm Holdings Inc. (AFRM $75.54)
  • $75.54 P/E (TTM): 620.75X Cap: $23.42B
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Q: Seeing that I own lightspeed, is there any reason that I should not consider an investment in AFRM. If they are basically the same, which would you lean toward and why? Thanks James

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Read Answer Asked by JAMES on January 30, 2023

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Hi team
gold is not moving up recently
I made some gains in krr, seasonal trade for gold might be ending soon
wonder if I should buy , sell or hold
I have AEM and FNV

thanks
michael

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Read Answer Asked by Michael on January 30, 2023

• Celestica Inc. (CLS $395.83)
  • $395.83 P/E (TTM): 59.03X Cap: $43.57B
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Q: I was just wondering if you could clarify what the 'blackout' rules are for company insiders prior to an earnings report. I have seen this pattern before when a company reports decent earnings, the stock gaps up but sells off on heavy volume. To me, that suggests that some holders were waiting to 'sell the news' on a day that would have heavy volume/liquidity. In your experience, could that be company insiders finally able to sell their stock because they are not allowed to do it prior to earnings? CLS this week is a good example, because usually it is a very low volume trader. Thanks!

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Read Answer Asked by Philip on January 30, 2023

• Boyd Group Services Inc. (BYD $213.91)
  • $213.91 P/E (TTM): 409.16X Cap: $4.61B
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Q: Ytd tsx composite index up 6.79% and tsx industrials up 2.43%
Can you explain why Byd is down .73%?
Would you be a buyer today of Byd for a 5 year hold?

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Read Answer Asked by Terry on January 30, 2023

• Vanguard S&P 500 Index ETF (VFV $167.19)
  • $167.19 P/E (TTM): 27.07X Cap: $26.89B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $107.42)
  • $107.42 P/E (TTM): 27.07X Cap: $5.07B
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Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.

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Read Answer Asked by Ian on January 30, 2023

• Medtronic plc. (MDT $94.21)
  • $94.21 P/E (TTM): 26.47X Cap: $123B
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• Veeva Systems Inc. Class A (VEEV $291.50)
  • $291.50 P/E (TTM): 59.64X Cap: $47.52B
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Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

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Read Answer Asked by Greg on January 30, 2023

• Constellation Software Inc. (CSU $3,727.91)
  • $3,727.91 P/E (TTM): 89.67X Cap: $78.19B
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Q: Which analysts cover CSU? The company website has no information on this.

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Read Answer Asked by Reg on January 30, 2023

Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?

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Read Answer Asked by Brian on January 30, 2023

• Constellation Software Inc. (CSU $3,727.91)
  • $3,727.91 P/E (TTM): 89.67X Cap: $78.19B
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• TFI International Inc. (TFII $124.40)
  • $124.40 P/E (TTM): 22.19X Cap: $10.86B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.19)
  • $28.19 P/E (TTM): 19.12X Cap: $659M
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• Trisura Group Ltd. (TSU $38.80)
  • $38.80 P/E (TTM): 15.02X Cap: $1.82B
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• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

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Read Answer Asked by Derek on January 27, 2023

• Invesco Optimum Yield Diversified Commodity (PDBC $13.58)
  • $13.58 P/E (TTM): 10.98X Cap: $4.42B
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Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.

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Read Answer Asked by Ian on January 27, 2023

• MEDIFAST INC (MED $12.48)
  • $12.48 P/E (TTM): 39.0X Cap: $138M
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Q: Medifast has been drifting lower in the past few weeks and has not participated in the small cap rally. Why do you think this is and do you think their medium to long term outlook is still good.

Many thanks,

Marie

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Read Answer Asked by Marie on January 27, 2023

• Apple Inc. (AAPL $259.58)
  • $259.58 P/E (TTM): 39.87X Cap: $3.83T
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• Domino's Pizza Inc (DPZ $421.76)
  • $421.76 P/E (TTM): 24.54X Cap: $14.35B
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• Copart Inc. (CPRT $44.67)
  • $44.67 P/E (TTM): 30.11X Cap: $43.48B
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• Hilton Worldwide Holdings Inc. (HLT $267.63)
  • $267.63 P/E (TTM): 40.92X Cap: $61.21B
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• Berkshire Hathaway Inc. (BRK.B $490.16)
  • $490.16 P/E (TTM): 16.84X Cap: $1.05T
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Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?

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Read Answer Asked by Kevin on January 27, 2023

• Public Storage (PSA $306.28)
  • $306.28 P/E (TTM): 33.58X Cap: $54.54B
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• Extra Space Storage Inc (EXR $150.81)
  • $150.81 P/E (TTM): 32.73X Cap: $32.28B
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• Life Storage Inc. (LSI)
  • P/E (TTM): 45.27X Cap: $22.65B
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Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

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Read Answer Asked by Ian on January 27, 2023