Investment Q&A

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.57)
  • $6.57 P/E (TTM): 18.29X Cap: $115M
  • View BGI.UN Profile
  • View Questions on BGI.UN

Q: Is BGI.un a good buy currently?

Brookfield recently closed down a fund, how much of a loss would the holders of the fund take?

Thank you

Upvote 0

Read Answer Asked by Mark on July 17, 2023

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.40B
  • View AC Profile
  • View Questions on AC

Q: AC has made some good progress recently . At present , the price is 24.78. I'm still below my cost of 25.30.Air lines in general seem to be making good profits. I would like to sell around $30.00. It will probably go higher. Have you any comments ? Thanks

Upvote 0

Read Answer Asked by Frank on July 17, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
  • View HMAX Profile
  • View Questions on HMAX

Q: In my quest to find the perfect ETF I'm looking at HMAX , 14.74% dividend paid monthly. Safe Canadian financials, I ask you what's wrong with it?

Upvote 0

Read Answer Asked by John on July 17, 2023

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.40B
  • View AC Profile
  • View Questions on AC

Q: Was hoping Air Canada would pop a lot better post-COVID. What does your crystal ball see for next 12-24 months?

I feel like this is a double whammy: no dividend and no growth which is not a good look for any holding!

thanks.

Upvote 0

Read Answer Asked by Marilou on July 17, 2023

• Great-West Lifeco Inc. (GWO $59.46)
  • $59.46 P/E (TTM): 14.71X Cap: $54.98B
  • View GWO Profile
  • View Questions on GWO
• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.36)
  • $39.36 P/E (TTM): 23.81X Cap: $10.69B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.82X Cap: $20.29B
  • View EMA Profile
  • View Questions on EMA
• Keyera Corp. (KEY $41.28)
  • $41.28 P/E (TTM): 17.39X Cap: $9.45B
  • View KEY Profile
  • View Questions on KEY
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $21.93B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.

Upvote 0

Read Answer Asked by Gail on July 17, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: This is a comment rather than a question. Like other 5i investors holding this stock, I am disappointed with the recent price decline. While no one likes stock price depreciation (except shorts of course), I have to credit 5i with at least having the decency to admit that it was wrong. In a world where blame is often deflected or excused for some reason or other, I find it refreshing that 5i has the integrity to admit a mistake. Let's hope there are better days ahead for this company. I suspect there will be.

Upvote 0

Read Answer Asked by Richard on July 17, 2023

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi,

Can you comment on the share buy back? Generally, what is the reasoning for buying back and canceling shares?

Thanks
Paul

Upvote 0

Read Answer Asked by Paul on July 17, 2023

• illumin Holdings Inc. (ILLM $1.18)
  • $1.18 Cap: $60M
  • View ILLM Profile
  • View Questions on ILLM
  • View Reports on ILLM

Q: Any thoughts on this co. at this time. seem to have a lot of cash still. thanks

Upvote 0

Read Answer Asked by george on July 17, 2023

Q: Is the start price for the TMX on the income portfolio correct?

Upvote 0

Read Answer Asked by Catherine on July 17, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hi 5i,


Looking to add one of the three, and would like your highest conviction pick.

Thx

Upvote 0

Read Answer Asked by Christopher on July 17, 2023

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 74.87X Cap: $189.99B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
  • View BKNG Profile
  • View Questions on BKNG
• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 23.25X Cap: $4.50B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $738.88)
  • $738.88 P/E (TTM): 187.79X Cap: $58B
  • View AXON Profile
  • View Questions on AXON
• DexCom Inc. (DXCM $68.20)
  • $68.20 P/E (TTM): 48.41X Cap: $26.74B
  • View DXCM Profile
  • View Questions on DXCM
• Perion Network Ltd (PERI $9.19)
  • $9.19 Cap: $413M
  • View PERI Profile
  • View Questions on PERI
• InMode Ltd. (INMD $14.71)
  • $14.71 Cap: $1.03B
  • View INMD Profile
  • View Questions on INMD
• Lantheus Holdings Inc. (LNTH $55.49)
  • $55.49 P/E (TTM): 15.29X Cap: $3.79B
  • View LNTH Profile
  • View Questions on LNTH

Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience

Upvote 0

Read Answer Asked by John on July 17, 2023

• Luminar Technologies Inc. (LAZR $2.11)
  • $2.11 Cap: $145M
  • View LAZR Profile
  • View Questions on LAZR

Q: LUMINAR (LAZR) over the last few days is rallying in the face of some brutal analyst reports.
Is there insider buying that might be driving this?
Thanks, Hugh

Upvote 0

Read Answer Asked by Hugh on July 17, 2023

• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.38)
  • $23.38 Cap: $6.29B
  • View VAB Profile
  • View Questions on VAB
• iShares Core U.S. Aggregate Bond ETF (AGG $100.60)
  • $100.60 Cap: $135.02B
  • View AGG Profile
  • View Questions on AGG

Q: For our current market conditions what Canadian listed bond ETFs would you choose for the bond portion of a diversified portfolio?
Thank you.

Upvote 0

Read Answer Asked by Lawrence on July 17, 2023

• S&P/TSX Composite Index (TSX $30,178.98)
  • View TSX Profile
  • View Questions on TSX

Q: What are some current compelling buys on the TSX ?
Thank you.

Upvote 0

Read Answer Asked by Paul on July 17, 2023

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: how much of SIS does ATS own?

Upvote 0

Read Answer Asked by Eugene on July 17, 2023

Q: Peter,

Do you have any source of information that will tell you approximately what percentage of investors use each of the main options as I see them , ie DIY, Banks, Mutual fund co's , and Full Service brokerage houses? I am including the Lifeco's under Mutual fund co's.

If not, what is your estimate?

Thank you

Paul

Upvote 0

Read Answer Asked by paul on July 17, 2023

• Kiwetinohk Energy Corp. (KEC $24.67)
  • $24.67 P/E (TTM): 8.48X Cap: $974M
  • View KEC Profile
  • View Questions on KEC

Q: Hi 5i another question for the experts at 5i. I am interested in your take on KEC and why it is trading at such a low pe? Fundamentals seem to be good and it has positive analyst reports. What am I missing?

Upvote 0

Read Answer Asked by Robert on July 17, 2023

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
  • View Questions on STLC

Q: Please provide an analysis of their latest quarter. In your recent article on companies with FCF yield greater than 5%, you included STLC. Is this a company that you would invest in? How would you assess their potential for 2023 and 2024?

Upvote 1

Read Answer Asked by David on July 17, 2023

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.75)
  • $43.75 P/E (TTM): 8.4X Cap: $476M
  • View VE Profile
  • View Questions on VE
• Global X Europe 50 Index Corporate Class ETF (HXX $65.52)
  • $65.52 Cap: $163M
  • View HXX Profile
  • View Questions on HXX

Q: Morning, could I have your favored Canadian ETFS that focus on Europe. Criteria: safety of capital with some growth. Thanks for your service.

Upvote 0

Read Answer Asked by Lawrence on July 17, 2023

• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Minto Apartment Real Estate Investment Trust (MI.UN $13.55)
  • $13.55 Cap: $1.13B
  • View MI.UN Profile
  • View Questions on MI.UN
• Flagship Communities Real Estate Investment Trust (MHC.UN $25.98)
  • $25.98 P/E (TTM): 7.71X Cap: $637M
  • View MHC.UN Profile
  • View Questions on MHC.UN

Q: How would you rank these three companies from an overall return stand point considering their market caps? What is expected in growth in balance of 2023 and 2024? How did they do in their last quarterly report? Would you recommend purchasing them at their current price?

Upvote 1

Read Answer Asked by David on July 17, 2023