Investment Q&A

• Bank of Nova Scotia (The) (BNS $88.35)
  • $88.35 P/E (TTM): 16.9X Cap: $109.63B
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• Sun Life Financial Inc. (SLF $81.05)
  • $81.05 P/E (TTM): 14.62X Cap: $45.88B
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• Magna International Inc. (MG $63.80)
  • $63.80 P/E (TTM): 10.83X Cap: $17.91B
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• Thomson Reuters Corporation (TRI $243.34)
  • $243.34 P/E (TTM): 48.65X Cap: $107.99B
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• goeasy Ltd. (GSY $209.05)
  • $209.05 P/E (TTM): 12.9X Cap: $3.42B
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• Global X Active Canadian Dividend ETF (HAL $23.73)
  • $23.73 P/E (TTM): 10.42X Cap: $120M
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• iShares Canadian Select Dividend Index ETF (XDV $35.77)
  • $35.77 P/E (TTM): 18.68X Cap: $1.92B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.32)
  • $39.32 P/E (TTM): 5.55X Cap: $1.01B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $33.46)
  • $33.46 P/E (TTM): 3.15X Cap: $2.67B
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Q: Please name half dozen of your top choices for an income portfolio.

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Read Answer Asked by Roy on November 02, 2021

• Nevada Copper Corp. (NCU $0.03)
  • $0.03 Cap: $42M
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Q: I am looking for a copper play. What happened to NCU? Is the drop in SP due more to issues with the company or the drop in commodity price? Would this be a worthwhile company to add although maybe riskier?

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Read Answer Asked by Henry on November 02, 2021

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: HCG has survived and appears to be doing well. Do you like it or can you suggest others that you would prefer.
Can we expect them to start a dividend.
Please look into your crystal ball.
PB

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Read Answer Asked by Peter on November 02, 2021

Q: Hi 5i,
I'm not sure this is an appropriate question to ask but, here goes.
I was considering purchasing AMT for my TFSA and NonReg accounts.
Can you help explain the taxation issues I need to be aware of for each account. (capital gains and losses, distributions, dividends etc.
I understand that the taxation issues for a US REIT may be different from a US stock.
Thanks

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Read Answer Asked by Ian on November 02, 2021

• Medtronic plc. (MDT $94.07)
  • $94.07 P/E (TTM): 25.73X Cap: $119.27B
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Q: I have a 2/3 position in MDT whose share price has fallen much more than I expected due to a product recall. Was the said recall bad enough to warrant such a drop? I am tempted to top up my position. I hesitate, thinking there must be some bad news out there that I am unaware of. Is there?

MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?

I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.

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Read Answer Asked by Adam on November 02, 2021

Q: Any beaten down stocks that are in that state due to tax-loss selling that you'd be interested in at this time?

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Read Answer Asked by Danielle on November 02, 2021

• Parex Resources Inc. (PXT $16.88)
  • $16.88 P/E (TTM): 9.9X Cap: $1.63B
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• Tamarack Valley Energy Ltd. (TVE $5.47)
  • $5.47 P/E (TTM): 11.04X Cap: $2.68B
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Q: For energy exposure for the next 2 yrs or so which would you choose? Or, would you buy both? The other “conventional” energy names held are SU (recent) and VET (long time sufferer).

Thank you.

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Read Answer Asked by Tony on November 01, 2021

• Canada Nickel Company Inc. (CNC $0.88)
  • $0.88 Cap: $189M
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Q: What are your thoughts on the latest drilling results? For a long term high risk tolerance investor. What do you think about the future for CNC. Do you have a better suggestion for someone wanting exposure to ethical nickle ?

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Read Answer Asked by Richard on November 01, 2021

• George Weston Limited 5.80% Preferred Shares Series 1 (WN.PR.A $25.62)
  • $25.62 P/E (TTM): 11.34X Cap: $34.18B
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Q: just a follow up to your answer to cory. These preferreds have come off their premium lately. Wondering if there is an announcement of redemption that i have have missed. they have been out there for a long time!

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Read Answer Asked by kelly on November 01, 2021

• Equinox Gold Corp. (EQX $13.78)
  • $13.78 P/E (TTM): 98.23X Cap: $10.33B
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• Skeena Resources Limited (SKE $24.08)
  • $24.08 Cap: $2.78B
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Q: What are your thoughts on the above two companies comoaired to their peers?

I own eqx and someone told me about SKE because of its supposed quality and cost production. But if I'm not mistaken it's just one mine? Do you happen to know how much gold they actually have to mine, mining life?

Thanks for the great service. If you have better recommendations please list them. I'm a long term holder and high risk tolerance.

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Read Answer Asked by Richard on November 01, 2021

• Suncor Energy Inc. (SU $56.78)
  • $56.78 P/E (TTM): 11.89X Cap: $67.43B
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• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 6.9X Cap: $12.46B
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Q: hi 5i the fed is going to stop subsidizing the oil patch what will that mean to the pricing of these stocks.thanks brian w

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Read Answer Asked by brian on November 01, 2021

Q: Thanks for your answer but I was really looking for the best time to ‘sell’ not buy, as I have capital gains to shelter, and some ‘losers’ to offset them.

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Read Answer Asked by James on November 01, 2021

• StoneCo Ltd. (STNE $17.85)
  • $17.85 Cap: $4.68B
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Q: Your thoughts please on the Stone quarterly report and the impact on the future direction of the company.Thanks.

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Read Answer Asked by Maurice on November 01, 2021

• PlasCred Circular Innovations Inc Com (COVE)
  • Cap: $11M
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Q: Would appreciate a comment about the prospects of this company in the blockchain space with their recent acquisition. Many thanks .

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Read Answer Asked by James on November 01, 2021

• CrowdStrike Holdings Inc. (CRWD $423.51)
  • $423.51 Cap: $107.42B
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Q: Hello Team,
Could you comment on CRWD 10% drop since last week please. and Do you think it is a good time to add???
Thank you!

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Read Answer Asked by Issaku on November 01, 2021

• Aecon Group Inc. (ARE $20.99)
  • $20.99 P/E (TTM): 60.46X Cap: $1.31B
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• Pathward Financial Inc. (CASH $76.64)
  • $76.64 P/E (TTM): 11.12X Cap: $1.83B
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• SPS Commerce Inc. (SPSC $111.04)
  • $111.04 P/E (TTM): 51.68X Cap: $4.18B
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Q: Would appreciate your thoughts on these 3 earnings which were all below target. Thank you.

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Read Answer Asked by Paul on November 01, 2021

• Aecon Group Inc. (ARE $20.99)
  • $20.99 P/E (TTM): 60.46X Cap: $1.31B
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Q: Aecon was down 8% today. What happened? I notice they announced earnings but I did not see anything really bad there.

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Read Answer Asked by Maria on November 01, 2021

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Hi 5i

Zendesk (ZEN) shares are down 24% on announcement this morning of a deal to acquire SurveyMonkey owner Momentive...What is your opinion on this deal and the future of ZEN going forward?
Share price drop excessive?
Would you be interested in ZEN and if so at what entry price would be attractive?

Thx
Jim

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Read Answer Asked by jim on November 01, 2021

Q: Hello. What do you think about Propel Holdings? Similarities to Goeasy or Upstart? Do you think that it has good upside? I know it is a recent IPO and you prefer to wait and see

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Read Answer Asked by Bryan on November 01, 2021

• Savaria Corporation (SIS $20.50)
  • $20.50 P/E (TTM): 26.84X Cap: $1.49B
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Q: what does the market expect from savaria next week?

Thx

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Read Answer Asked by blake on November 01, 2021