Investment Q&A

• AbbVie Inc. (ABBV $224.81)
  • $224.81 P/E (TTM): 174.6X Cap: $397.32B
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• Eli Lilly and Company (LLY $1,009.52)
  • $1,009.52 P/E (TTM): 44.47X Cap: $965.26B
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• Thermo Fisher Scientific Inc (TMO $510.93)
  • $510.93 P/E (TTM): 29.67X Cap: $193.53B
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• UnitedHealth Group Incorporated (DE) (UNH $290.00)
  • $290.00 P/E (TTM): 15.03X Cap: $262.69B
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Q: UNH is my only US healthcare name. Could you please suggest 2 other names to add today with a balance of growth and safety. Thank you.

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Read Answer Asked by Cheryl on November 08, 2022

• Uranium Royalty Corp. (URC $5.79)
  • $5.79 Cap: $780M
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Q: Can you give me an update in Uranium Royalty corp URC. Based on it’s most recent news and what you said about it in July.
https://www.newswire.ca/news-releases/uranium-royalty-corp-provides-quarterly-update-832027154.html

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Read Answer Asked by James on November 08, 2022

• Finning International Inc. (FTT $91.31)
  • $91.31 P/E (TTM): 18.09X Cap: $11.78B
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Q: What are your thoughts on their Earnings.


Thanks for the great service

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Read Answer Asked by Hector on November 08, 2022

• Dye & Durham Limited (DND $3.62)
  • $3.62 Cap: $242M
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Q: What is expected from DND when they report this week? Is the $30 target expected by Cannacord realistic? Thanks

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Read Answer Asked by Dave on November 08, 2022

• Apple Inc. (AAPL $264.58)
  • $264.58 P/E (TTM): 33.46X Cap: $3.88T
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• Microsoft Corporation (MSFT $397.23)
  • $397.23 P/E (TTM): 24.99X Cap: $2.95T
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• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 46.65X Cap: $4.56T
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• Constellation Software Inc. (CSU $2,486.52)
  • $2,486.52 P/E (TTM): 55.72X Cap: $52.69B
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• Advanced Micro Devices Inc. (AMD $200.15)
  • $200.15 P/E (TTM): 98.58X Cap: $331.09B
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Q: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.

These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?

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Read Answer Asked by Kim on November 08, 2022

• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 46.65X Cap: $4.56T
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• Palantir Technologies Inc. (PLTR $135.24)
  • $135.24 P/E (TTM): 214.89X Cap: $322.47B
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Q: Hi Team,
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks

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Read Answer Asked by Marco on November 08, 2022

• Yamana Gold Inc. (YRI $7.89)
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Q: Hello 5i I am a small investor in Yamana and would like your opinion as to what you think is the best offer of the 2 offers presently on the table. Thanks

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Read Answer Asked by Michael on November 08, 2022

• Advantage Energy Ltd. (AAV $10.61)
  • $10.61 P/E (TTM): 31.73X Cap: $1.79B
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Q: What do you think of that news, the company offers to buy $100M worth of their shares in a Dutch auction. What proportion of the float would that represent say at today's price plus 15% ? Does this make it buyable? Thanks

Yves

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Read Answer Asked by Yves on November 08, 2022

• EQB Inc. (EQB $118.80)
  • $118.80 P/E (TTM): 18.33X Cap: $4.42B
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Q: Trading near 52wk lows. I read your report and am quite enamored.

Currently P/E around 5, yet management is expecting CAGR of 15% if I understand correctly ?

Market is pricing interest rate hikes and real estate slowdown, but is this not a compelling buy right now ? If not, what would be your better alternatives ?

Thank you !

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Read Answer Asked by laurent on November 08, 2022

• Alimentation Couche-Tard Inc. (ATD $83.80)
  • $83.80 P/E (TTM): 22.36X Cap: $77.89B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: I have some money available in my RIF and I would like to add to ADT and AW.UN
I like ADT for Upside and AW.UN for the dividend and possible upside. Would you prefer one over the other and why?

Thank you as always
Albert

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Read Answer Asked by ALBERT on November 08, 2022

Q: Hi 5i Team

I'm trying to understand the timing of when a new benchmark 5 year Bank of Canada bond rate is set (and how it will affect fixed rate reset preferred shares) .

It looks like there is an auction for the 5 year roughly once a month. Do each of these auctions affect the benchmark or are only some designated for that purpose?

Thanks
Peter

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Read Answer Asked by Peter on November 08, 2022

• Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
  • $13.30 P/E (TTM): 31.05X Cap: $3.86B
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Q: How does this reit compare to rei.un
Regards
Stan

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Read Answer Asked by Stan on November 08, 2022

• Costco Wholesale Corporation (COST $985.27)
  • $985.27 P/E (TTM): 69.22X Cap: $438.46B
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• BJ's Wholesale Club Holdings Inc. (BJ $96.35)
  • $96.35 P/E (TTM): 22.6X Cap: $12.97B
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Q: Like to have your thoughts on this stock, outperforming Costco, which i own, is there room for both?
Thanks again

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Read Answer Asked by eugene on November 08, 2022

• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 46.65X Cap: $4.56T
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• Advanced Micro Devices Inc. (AMD $200.15)
  • $200.15 P/E (TTM): 98.58X Cap: $331.09B
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Q: Morning 5i Team,
Given the recent developments initiated by Biden Administration designed to prevent China from accessing US chips and chip manufacturing technologies, how would you assess these development's impact on US chip makers' business going forward.
Cheers,

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Read Answer Asked by Harry on November 08, 2022

• Newmont Corporation (NEM $122.13)
  • $122.13 P/E (TTM): 19.39X Cap: $136.84B
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• Franco-Nevada Corporation (FNV $356.43)
  • $356.43 P/E (TTM): 53.75X Cap: $67.35B
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• Yamana Gold Inc. (YRI $7.89)
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Q: Given a competing offer will not be coming and it from my math it seems YRI current price is not really showing any discount (you can take a look) to the current offer, would you suggest its time to move on and look for a replacement. Any suggestions besides AEM/BTO for safer precious metals holdings who are paying a decent dividend.

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Read Answer Asked by Husseinali on November 08, 2022

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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Q: Could you comment on the sale of Summit, including:
1) is this largely a done deal?
2) are shareholders being bought out for cash, with no option to obtain Dream
Ind. shares?
3) proposed closing date
4) do you think other offers might be forthcoming?

Thank-you, Grant

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Read Answer Asked by grant on November 08, 2022

• Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
  • $13.30 P/E (TTM): 31.05X Cap: $3.86B
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Q: Hello 5i,
Will Dir.un have to raise cash to close its acquisition deal? If so, what’s your best guess on when they’d have to do this. I recently tax loss sold Dir.un and think it better to wait on finance info to repurchase.

Tia,

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Read Answer Asked by Kat on November 08, 2022

• Constellation Software Inc. (CSU $2,486.52)
  • $2,486.52 P/E (TTM): 55.72X Cap: $52.69B
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Q: Thanks for your thoughts on CSU. As a follow up, are you concerned about 30X cash flow for 2022? Q3 cash flow was $897 million, add an estimate for Q4, and you get $1.3 billion for the year. Market cap of $38.9 billion gets you 30X CF. Too high in this market?

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Read Answer Asked by Keith on November 08, 2022

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 113.06X Cap: $864M
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Q: What on earth is happening to ECN. It has fallen like a rock the past few weeks. Is there a reason for this precipitous drop?

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Read Answer Asked by christianne on November 08, 2022

• Nutrien Ltd. (NTR $97.43)
  • $97.43 P/E (TTM): 57.69X Cap: $47.50B
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Q: Will Nutrien's announcement yesterday on Prices Offering of an Aggregate of US$1 Billion of 2-Year and 3-Year Senior Notes have any long or short term effect on their stock price?
Is their present stock price a good entry point?

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Read Answer Asked by Terry on November 08, 2022