Investment Q&A

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $6.98)
  • $6.98 P/E (TTM): 28.72X Cap: $1.42B
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• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.41B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Acadian Timber Corp. (ADN $17.99)
  • $17.99 P/E (TTM): 16.15X Cap: $319M
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.77)
  • $11.77 P/E (TTM): 26.77X Cap: $3.44B
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• EQB Inc. (EQB $103.74)
  • $103.74 P/E (TTM): 10.54X Cap: $3.93B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.78)
  • $73.78 P/E (TTM): 36.99X Cap: $8.44B
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• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

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Read Answer Asked by Murray on May 11, 2023

• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.41B
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Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

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Read Answer Asked by Mary on May 11, 2023

• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.38B
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Q: Did they beat last year’s quarter on all metrics except for free cash flow per share less capital expenditures?
How significant is the $.44 this year v $.50 last year

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Read Answer Asked by Alan on May 11, 2023

• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.52X Cap: $3.01T
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• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 40.53X Cap: $3.98T
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• SPDR S&P 500 ETF Trust (SPY $627.97)
  • $627.97 P/E (TTM): 57.48X Cap: $657.32B
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• Vanguard Total Stock Market ETF (VTI $309.16)
  • $309.16 P/E (TTM): 53.77X Cap: $480.73B
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• RBC U.S. Dividend Fund Series A (RBF590 $37.98)
  • $37.98 P/E (TTM): 18.4X
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Q: What do you think about this fund?

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Read Answer Asked by David M. on May 11, 2023

Q: I’m in my mid 30’s and typically have just about all my net worth in equities. I’ve recently moved to nearly a 40% weight in high interest etfs (PSA etc) paying over 4% to park cash in what I think is a pretty crummy outlook for the economy mid term. Do you think I’m being overly pessimistic

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Read Answer Asked by Scott on May 11, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Do you think they should institute another share buyback program. They did when shares were averaging 5 dollars. At 2.70 it seems like a 2 for 1 super sale.

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Read Answer Asked by Steve on May 11, 2023

• Manulife Financial Corporation (MFC $42.42)
  • $42.42 P/E (TTM): 15.86X Cap: $72.40B
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• Intact Financial Corporation (IFC $288.50)
  • $288.50 P/E (TTM): 22.88X Cap: $50.48B
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Q: I'm thinking of swapping out Manulife Financial for Intact Financial as IFC apepars to provide an opportunity for a higher total return overall. Thoughts on this swap or not?

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Read Answer Asked by Gerry on May 11, 2023

Q: I have an offer to purchase Meridian credit union Class A Shares. I realize that this is a little off base but any of your impute would be appreciated. Thanks, James

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Read Answer Asked by JAMES on May 11, 2023

• PayPal Holdings Inc. (PYPL $67.83)
  • $67.83 P/E (TTM): 15.08X Cap: $64.97B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I.
I won both of PYPl and Sq. Which would you get rid of if you had to. And long term do you see these much higher?
Thanks

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Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $67.83)
  • $67.83 P/E (TTM): 15.08X Cap: $64.97B
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Q: You thoughts on earnings. Was the reaction overdone?

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Read Answer Asked by Theodore on May 11, 2023

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.43)
  • $10.43 P/E (TTM): 41.94X Cap: $546M
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Q: What is your perspective on this ETF for income in current environment - with regards to safety and risk?
Do you believe that gas and oil has bottomed out?

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Read Answer Asked by Catherine on May 11, 2023

• Quarterhill Inc. (QTRH $1.29)
  • $1.29 Cap: $153M
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Q: how do you view the latest earnings? on the surface they seem poor given the lumpiness of their Wi-Lan division. With a search for a new CEO on, and dividend cut, things don't look so good but I do see a healthy $500 million backlog in their electronic road tolling division. I would consider this a hold esp given their $57 million cash on hand. What is your opinion?

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Read Answer Asked by Neelesh on May 11, 2023

• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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Q: With this earnings release I am temped to buy shares in PRL. Can you sift through the release; growth, ROE, valuation. Is it closer to a buy in your view?

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Read Answer Asked by Harry on May 11, 2023

• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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Q: Hello 5i Team,
I'm wondering your thoughts on Propel's recent quarter, entrance into the Canadian market and dividend increase?
Thank you
Brent

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Read Answer Asked by Brent on May 11, 2023

• Airbnb Inc. (ABNB $129.96)
  • $129.96 P/E (TTM): 32.49X Cap: $82.03B
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Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

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Read Answer Asked by Shane on May 11, 2023

• Babylon Holdings Limited Class A (BBLN)
  • Cap: $16M
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Q: If I read the news correctly, BBLN crashed today on news they are planning to go private. What does this mean for me as a shareholder? Should I sell now and take my lumps, or is there as chance it will bounce back a bit?

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Read Answer Asked by Donald on May 11, 2023

• Upstart Holdings Inc. (UPST $82.62)
  • $82.62 Cap: $7.88B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on May 11, 2023

• Northland Power Inc. (NPI $22.58)
  • $22.58 P/E (TTM): 22.58X Cap: $5.84B
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Q: Why has NPI dropped so much today , should I hold or sell.

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Read Answer Asked by nick on May 11, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $703M
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Q: I'd appreciate your comments on FSZ's results released today and outlook. I noticed that you lowered your position and implied it is on its way out of your income portfolio. Do you see it as a SELL. While I hold it for the income, I'm also hoping that another company will take it over. Thanks for your help.

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Read Answer Asked by Earl on May 11, 2023

• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.40)
  • $18.40 P/E (TTM): 34.21X Cap: $753M
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.67)
  • $13.67 P/E (TTM): 65.57X Cap: $821M
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Q: Did you happen to read the article in today's Globe & Mail "Don’t be seduced by the juicy yields of covered calls " by Dan Hallett?

I have recently invested in HDIV and HYLD just for those juicy yields produced by the covered call stratagey. Now I am second guessing this idea tempting as the yields are.

What are your thoughts?

Thank you as always for your input.

David

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Read Answer Asked by David on May 11, 2023