Investment Q&A

• Helios Fairfax Partners Corporation Subordinate Voting Shares (HFPC.U)
  • P/E (TTM): -1.5X Cap: $280M
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Q: I would appreciate an updated opinion on Helios Fairfax Africa. Thanks!
P.S. There is an extraneous double listing in your data base.

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Read Answer Asked by Gregory on April 10, 2023

• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 182.87X Cap: $36.93B
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Q: what is going on?

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Read Answer Asked by Danny-boy on April 10, 2023

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $4.95)
  • $4.95 P/E (TTM): 21.74X Cap: $216M
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Q: I read your response to a question on Peller with interest. I calculate the NBV to be about $6.13 per share. To me this makes it an intriguing buy for the long term. Comments?

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Read Answer Asked by Dennis on April 10, 2023

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• ExlService Holdings Inc. (EXLS $40.22)
  • $40.22 P/E (TTM): 28.8X Cap: $6.11B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.03)
  • $6.03 Cap: $1.67B
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Q: Are there reasonable tax-loss proxies for CTS and TIXT that can be suggested? Thank you!

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Read Answer Asked by Andrew on April 10, 2023

• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $143.65B
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Q: If you received a relatively large sum of money, $50,000.00, from the sale of Shaw shares, where would you be inclined to invest it?

Thank you.

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Read Answer Asked by Ross on April 10, 2023

Q: Do you think that the alliance of China, Russia and Iran and these countries as well as others starting to use currencies other than the US dollar for trading commodities is the beginning of the end for the dollar as the reserve currency? If so what are the implications for the value of the dollar going forward?

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Read Answer Asked by Jerry on April 06, 2023

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $4.95)
  • $4.95 P/E (TTM): 21.74X Cap: $216M
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Q: I've held this for years, thinking it is not high risk, produces a good dividend, has no speculative money in the price, and that good news is not priced in. However the stock relentlessly goes down. Does it still have much downside risk? If not the dividend alone justifies keeping it.

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Read Answer Asked by John on April 06, 2023

• BARK Inc. Class A (BARK $0.93)
  • $0.93 Cap: $146M
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Q: Now that Covid has mostly passed and e-commerce stocks seem to have settle, how do you like this company as a long term play. Please comment on balance sheet, cash flow and growth potential. Ty!

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Read Answer Asked by Chris on April 06, 2023

• Lockheed Martin Corporation (LMT $489.72)
  • $489.72 P/E (TTM): 27.28X Cap: $113.30B
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• Northrop Grumman Corporation (NOC $578.60)
  • $578.60 P/E (TTM): 21.93X Cap: $83.76B
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• AeroVironment Inc. (AVAV $365.83)
  • $365.83 Cap: $19B
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• L3Harris Technologies Inc. (LHX $295.90)
  • $295.90 P/E (TTM): 32.11X Cap: $53.67B
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Q: I am thinking to start a position in the defense sector for a 3-5 year hold. Is this a sector you see much upside and volatility in? Has the worlds tensions and conflicts already been priced into the share prices? What would be your top three defense companies to consider?

Thank you in advance for your great advice!!

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Read Answer Asked by Sean on April 06, 2023

• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.71B
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Q: Hi Team,
ATS is dropping 5% today. Any news? Profit taking? What entry point would you suggest getting into this one? Thanks

Shane.

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Read Answer Asked by Shane on April 06, 2023

Q: Today is the Record date for getting the TD dividend. Tomorrow in the ex-dividend. Today I purchased some shares.
Will get the dividend or did I miss it because the shares will not be registered for 2 days.

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Read Answer Asked by Peter on April 06, 2023

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $27.65)
  • $27.65 P/E (TTM): 21.6X Cap: $207M
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• CI Energy Giants Covered Call ETF (NXF $5.40)
  • $5.40 P/E (TTM): 11.72X Cap: $111M
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• Consumer Discretionary Select Sector SPDR (XLY $233.75)
  • $233.75 P/E (TTM): 30.71X Cap: $24.08B
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• BMO Covered Call Technology ETF (ZWT $61.92)
  • $61.92 P/E (TTM): 37.77X Cap: $195M
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• Global X S&P 500 Covered Call ETF (XYLD $39.84)
  • $39.84 P/E (TTM): 27.45X Cap: $3.06B
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• BMO Covered Call Energy ETF (ZWEN $27.94)
  • $27.94 P/E (TTM): 18.53X Cap: $117M
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Q: Good morning 5i, I am looking to add some covered call ETF’s to my holdings. Which covered call ETF’s would you recommend in the sectors of industrials, tech, consumer discretionary and energy. Which would you recommend reflecting the S&P 500.
Thank you in advance
Dan

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Read Answer Asked by Dan on April 06, 2023

• Super Micro Computer Inc. (SMCI $50.37)
  • $50.37 P/E (TTM): 31.17X Cap: $31.31B
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Q: Hi there, what do you make of the webbush report downgrading Smci and warning of -37% downside? Thanks.

Jason

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Read Answer Asked by Jason on April 06, 2023

• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.71B
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Q: Hi. Any reason, why ATS stock dropped almost 10%, in recent 2-3 trading sessions ? Industrials have come under pressure though lately, but not sure if anything, company specific or it's just profit taking after a huge run ? Thanks

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Read Answer Asked by rajeev on April 06, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Is there any reason for the recent drop in this stock? It is approaching 52 week lows. Would you consider it a buy today?

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Read Answer Asked by Donald on April 06, 2023

• Eupraxia Pharmaceuticals Inc. (EPRX $7.50)
  • $7.50 Cap: $273M
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Q: Eupraxia Pharmaceuticals EPRX came to my attention. Can you please comment on the company, balance sheet, management, insider buying and the industry demand for the products they are pedalling and what bigger companies would be in competition with them and generally whatever pros and cons you discover in your research. Thank you.

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Read Answer Asked by James on April 06, 2023

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
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Q: Comments on AYA Gold&Silver ? Good momentum. Some production. Morocco should be a safe jurisdiction. What would be the risks with this small company? Is the CEO reliable? Thanks.

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Read Answer Asked by Denise on April 06, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.89)
  • $10.89 Cap: $2.16B
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Q: What is your opinion on DNTL at these price levels? Apparently many more people in Canada will have access to dental care under new liberal plan. Busy times ahead for dentist and hygienist.

Many thanks
Stephane

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Read Answer Asked by Stephane on April 06, 2023

• Aehr Test Systems (AEHR $25.10)
  • $25.10 Cap: $810M
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Q: Can you comment on AEHR's recent quarter earning report? It looks both earning and revenue are above estimate, why the stock drop so much after the earning report?

Thanks,

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Read Answer Asked by Adam on April 06, 2023

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 148.97X Cap: $428.96B
  • View AMD Profile
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Q: For approximately 10 month of the last year (March 22 to Jan 23) AMD and NVDA stock prices acted similarly but in Feb 23 ADM stock price leveled off and then dropped while NVDA continued to climb. Was there any specific circumstance that caused this divergence? At this time what entry price for each of these stocks would you suggest. Thanks
Mike

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Read Answer Asked by Michael on April 06, 2023