Investment Q&A

• goeasy Ltd. (GSY $205.83)
  • $205.83 P/E (TTM): 12.28X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Exchange Income Corporation (EIF $73.38)
  • $73.38 P/E (TTM): 28.69X Cap: $3.74B
  • View EIF Profile
  • View Questions on EIF
• WELL Health Technologies Corp. (WELL $4.98)
  • $4.98 Cap: $1.19B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $16M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX
• Docebo Inc. (DCBO $43.65)
  • $43.65 P/E (TTM): 45.24X Cap: $1.25B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Lumine Group Inc. (LMN $47.67)
  • $47.67 P/E (TTM): 189.14X Cap: $12.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek

Upvote 0

Read Answer Asked by Derek on July 21, 2023

• Xylem Inc. New (XYL $140.65)
  • $140.65 P/E (TTM): 36.67X Cap: $34.27B
  • View XYL Profile
  • View Questions on XYL
• American Water Works Company Inc. (AWK $142.92)
  • $142.92 P/E (TTM): 25.93X Cap: $28.07B
  • View AWK Profile
  • View Questions on AWK
• Invesco Water Resources ETF (PHO $72.49)
  • $72.49 P/E (TTM): 48.33X Cap: $2.25B
  • View PHO Profile
  • View Questions on PHO
• Invesco S&P Global Water Index ETF (CGW $64.26)
  • $64.26 P/E (TTM): 59.68X Cap: $1.01B
  • View CGW Profile
  • View Questions on CGW
• First Trust Water ETF (FIW $112.70)
  • $112.70 P/E (TTM): 51.71X Cap: $1.92B
  • View FIW Profile
  • View Questions on FIW

Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara

Upvote 0

Read Answer Asked by Barbara on July 21, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: down significantly from recent highs and continues to drift lower; is it worth holding? your thoughts please.

Upvote 0

Read Answer Asked by don on July 21, 2023

• PIMCO Dynamic Income Fund (PDI $19.24)
  • $19.24 Cap: $4.66B
  • View PDI Profile
  • View Questions on PDI

Q: I own PDI and am underwater on it (down about 20%) but hoping for a recovery. (1) What are the likely catalysts to see price improvement, (2) Do you feel the dividend is safe?, (3) What are your overall thoughts on PDI?

Upvote 0

Read Answer Asked by Randy on July 21, 2023

• NVIDIA Corporation (NVDA $182.37)
  • $182.37 P/E (TTM): 58.21X Cap: $4.40T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $45.98)
  • $45.98 P/E (TTM): 24.79X Cap: $27.07B
  • View SMCI Profile
  • View Questions on SMCI
• C3.ai Inc. Class A (AI $18.32)
  • $18.32 Cap: $2.39B
  • View AI Profile
  • View Questions on AI
• Recursion Pharmaceuticals Inc. (RXRX $5.54)
  • $5.54 Cap: $2.47B
  • View RXRX Profile
  • View Questions on RXRX

Q: Dear 5i
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on July 21, 2023

• ECN Capital Corp. (ECN $2.80)
  • $2.80 P/E (TTM): 102.0X Cap: $790M
  • View ECN Profile
  • View Questions on ECN

Q: IS ECN a reasonably attractive tax loss sale?

Upvote 0

Read Answer Asked by Claus on July 21, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.30)
  • $18.30 Cap: $818M
  • View XLB Profile
  • View Questions on XLB
• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.75)
  • $22.75 Cap: $5.64B
  • View VAB Profile
  • View Questions on VAB

Q: If interest rates were to flatten or decrease what is a good Canadian bond fund to buy with a good yield.

Upvote 0

Read Answer Asked by Helen on July 21, 2023

• BCE Inc. (BCE $35.31)
  • $35.31 P/E (TTM): 76.89X Cap: $32.98B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $22.75)
  • $22.75 P/E (TTM): 35.39X Cap: $34.76B
  • View T Profile
  • View Questions on T
• Laurentian Bank of Canada (LB $30.77)
  • $30.77 P/E (TTM): 13.51X Cap: $1.36B
  • View LB Profile
  • View Questions on LB
• Ivanhoe Electric Inc. (IE $12.83)
  • $12.83 Cap: $1.75B
  • View IE Profile
  • View Questions on IE

Q: Hello Peter,
Is Laurentian Bank worth holding at the current price as i have sold half and hoping for higher amount to 50s? What is your view on Ivanhoe Electric? Do you think the telecom space in Canada is behaving like the US with stocks not doing well other than the dividend? Thanks very much

Upvote 0

Read Answer Asked by umedali on July 21, 2023

• Constellation Software Inc. (CSU $4,357.15)
  • $4,357.15 P/E (TTM): 107.98X Cap: $92.25B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $136.33)
  • $136.33 P/E (TTM): 59.35X Cap: $11.64B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.07)
  • $27.07 P/E (TTM): 16.86X Cap: $623M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• TerraVest Industries Inc. (TVK $136.40)
  • $136.40 P/E (TTM): 34.74X Cap: $2.70B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Chemed Corp (CHE $445.36)
  • $445.36 P/E (TTM): 22.91X Cap: $6.56B
  • View CHE Profile
  • View Questions on CHE
• Credit Acceptance Corporation (CACC $474.22)
  • $474.22 P/E (TTM): 13.68X Cap: $5.33B
  • View CACC Profile
  • View Questions on CACC
• Casella Waste Systems Inc. (CWST $98.21)
  • $98.21 P/E (TTM): 551.89X Cap: $6.31B
  • View CWST Profile
  • View Questions on CWST
• GFL Environmental Inc. subordinate voting shares (GFL $68.83)
  • $68.83 Cap: $24.87B
  • View GFL Profile
  • View Questions on GFL
• RCI Hospitality Holdings Inc. (RICK $36.37)
  • $36.37 P/E (TTM): 44.08X Cap: $330M
  • View RICK Profile
  • View Questions on RICK

Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx

Upvote 0

Read Answer Asked by Adam on July 21, 2023

• ProShares Short S&P500 -1x Shares (SH $38.50)
  • $38.50 Cap: $1.11B
  • View SH Profile
  • View Questions on SH

Q: What are your top short ETFs for both US and Canada?

Upvote 0

Read Answer Asked by Linda on July 21, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Exchange Income Corporation (EIF $73.38)
  • $73.38 P/E (TTM): 28.69X Cap: $3.74B
  • View EIF Profile
  • View Questions on EIF

Q: Do TCN and EIF have DRIPS? If yes do they offer a discount?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on July 21, 2023

• ASML Holding N.V. (ASML $745.64)
  • $745.64 P/E (TTM): 33.21X Cap: $291.87B
  • View ASML Profile
  • View Questions on ASML

Q: Your thoughts on their earnings report please? Not sure why stock is down today.

Upvote 0

Read Answer Asked by Dan on July 21, 2023

• Intuitive Surgical Inc. (ISRG $480.31)
  • $480.31 P/E (TTM): 66.89X Cap: $172.16B
  • View ISRG Profile
  • View Questions on ISRG

Q: Comments on the most recent quarter? And the 5% drawdown is probably just profit taking maybe your thoughts? I’m a long term holder of course but still interested in what you thought.

Upvote 0

Read Answer Asked by Mark on July 21, 2023

• Sangoma Technologies Corporation (STC $8.07)
  • $8.07 Cap: $271M
  • View STC Profile
  • View Questions on STC

Q: Would you buy this stock for long term at current price?

Upvote 0

Read Answer Asked by James on July 21, 2023

• Cameco Corporation (CCO $105.93)
  • $105.93 P/E (TTM): 84.91X Cap: $45.46B
  • View CCO Profile
  • View Questions on CCO
• Albemarle Corporation (ALB $83.05)
  • $83.05 Cap: $9.67B
  • View ALB Profile
  • View Questions on ALB

Q: I'm interested in starting positions in companies involved in the push to a more energy efficient future. I've had a look at CCO AND ALB and I'd appreciate your opinion as to which one is the better choice currently. Also, is it too early to be taking positions in these sectors or are these companies capable of strong capital gains in the next year or two? Finally, do you think there are better companies to invest in in these sectors?

Upvote 0

Read Answer Asked by Les on July 21, 2023

• BMO Covered Call US Banks ETF (ZWK $24.42)
  • $24.42 P/E (TTM): 42.53X Cap: $344M
  • View ZWK Profile
  • View Questions on ZWK

Q: Given recent bank earnings, have your thoughts on this one changed ? I am a retiree seeking income ... so is the dividend safe-ish ??

Upvote 0

Read Answer Asked by Randy on July 21, 2023

• WELL Health Technologies Corp. (WELL $4.98)
  • $4.98 Cap: $1.19B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.

Please provide your thoughts on these two events.

Thx.

Upvote 0

Read Answer Asked by Christopher on July 21, 2023

• TC Energy Corporation (TRP $50.46)
  • $50.46 P/E (TTM): 17.29X Cap: $53.08B
  • View TRP Profile
  • View Questions on TRP

Q: 1. What will be the effect on TC Energy stock prices if Coastal Gaslink project price increases by a further $1.2B?
2. What will be the effects on TC Energy stock if TC is forced to reduce operating pressure on Keystone pipeline?

Upvote 0

Read Answer Asked by Ron on July 21, 2023

• Digital Turbine Inc. (APPS $4.19)
  • $4.19 Cap: $464M
  • View APPS Profile
  • View Questions on APPS

Q: Any chance of recovery in this name in the next 1-2 years? If not, would you have a better name to recommend in the same space?

Upvote 0

Read Answer Asked by Tony on July 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• Birchcliff Energy Ltd. (BIR $6.17)
  • $6.17 P/E (TTM): 12.48X Cap: $1.70B
  • View BIR Profile
  • View Questions on BIR
• Tamarack Valley Energy Ltd. (TVE $5.34)
  • $5.34 P/E (TTM): 11.34X Cap: $2.70B
  • View TVE Profile
  • View Questions on TVE

Q: With the Coastal Gas Link pipeline getting close to completion. Which energy companies would be prime beneficiaries?

On a related energy question, when is the Trans Mountain pipeline expected to be completed and are there any energy companies who stand to benefit the most? Will this pipeline help close the gap in price with WTI?

Upvote 0

Read Answer Asked by mitchell on July 21, 2023