Investment Q&A

• iShares Canadian Select Dividend Index ETF (XDV $34.86)
  • $34.86 P/E (TTM): 18.66X Cap: $1.88B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.80)
  • $38.80 P/E (TTM): 5.71X Cap: $1B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.50)
  • $98.50 Cap: $2.11B
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Q: Am retired and looking for regular income from dividend paying stocks.
Is there such a thing as a EFT that holds only dividend producing stocks that then pays out the dividends on a regular basis? If so can you suggest any?

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Read Answer Asked by Warren on March 13, 2023

• Toronto-Dominion Bank (The) (TD $101.94)
  • $101.94 P/E (TTM): 10.48X Cap: $176.29B
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Q: Recently TD seems to be underperforming other banks (Scotia, Royal) by quite a bit. Any reason for it? Has there been any news to explain?

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Read Answer Asked on March 13, 2023

• Diversified Royalty Corp. (DIV $3.47)
  • $3.47 P/E (TTM): 21.5X Cap: $583M
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Q: Hi There,

Is the recent acquisition of Air Miles by BMO a positive, negative or neutral transaction for DIV?

Thanks Robert

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Read Answer Asked by Robert on March 13, 2023

• BRP Inc. Subordinate Voting Shares (DOO $79.63)
  • $79.63 Cap: $5.71B
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Q: What are earnings expectations for Mar 23rd? Would you buy now or wait until and see after the earnings release? Thanks.

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Read Answer Asked by Barbara on March 13, 2023

• Mattr Corp. (MATR $10.99)
  • $10.99 Cap: $627M
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Q: I have been letting my shares in Shawcor "run" up. Today there is quite a drastic drop in the shares. What are your thoughts on the recent results. Hold or sell.
Thank you Gordo

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Read Answer Asked by gord on March 13, 2023

• Freeport-McMoRan Inc. (FCX $41.82)
  • $41.82 P/E (TTM): 34.72X Cap: $60.81B
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• LyondellBasell Industries NV Class A (Netherlands) (LYB $53.33)
  • $53.33 P/E (TTM): 69.32X Cap: $17.16B
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• Northrop Grumman Corporation (NOC $587.83)
  • $587.83 P/E (TTM): 21.52X Cap: $83.61B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.05)
  • $80.05 P/E (TTM): 16.1X Cap: $14.06B
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• WSP Global Inc. (WSP $277.61)
  • $277.61 P/E (TTM): 45.26X Cap: $36.30B
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• ATS Corporation (ATS $37.96)
  • $37.96 Cap: $3.73B
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• Agnico Eagle Mines Limited (AEM $183.63)
  • $183.63 P/E (TTM): 41.18X Cap: $92.67B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $26.83)
  • $26.83 P/E (TTM): 16.86X Cap: $623M
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• Wajax Corporation (WJX $23.20)
  • $23.20 P/E (TTM): 12.12X Cap: $498M
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• Nutrien Ltd. (NTR $77.97)
  • $77.97 P/E (TTM): 184.87X Cap: $38.35B
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• Rio2 Limited (RIO $1.68)
  • $1.68 Cap: $714M
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• Reliance Inc. (RS $282.63)
  • $282.63 P/E (TTM): 20.33X Cap: $15.04B
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• Jacobs Solutions Inc. (J $146.99)
  • $146.99 P/E (TTM): 40.87X Cap: $17.68B
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• Trane Technologies plc (TT $428.35)
  • $428.35 P/E (TTM): 33.61X Cap: $94.21B
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Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.

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Read Answer Asked by Peter on March 13, 2023

• Costco Wholesale Corporation (COST $976.85)
  • $976.85 P/E (TTM): 56.78X Cap: $431.07B
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• UnitedHealth Group Incorporated (DE) (UNH $314.59)
  • $314.59 P/E (TTM): 12.73X Cap: $275.33B
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• Greenlane Renewables Inc. (GRN $0.20)
  • $0.20 Cap: $22M
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Q: Hello Peter,
Is greenlane going to be another Xebec? I am puzzled that companies in this space can't seem to turn a profit. What do you think of Costco and United Health for long term hold? thanks very much.

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Read Answer Asked by umedali on March 13, 2023

• Greenlane Renewables Inc. (GRN $0.20)
  • $0.20 Cap: $22M
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Q: hi could I get your thoughts on the quarter and full year thank you

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Read Answer Asked by cindy on March 13, 2023

• Constellation Software Inc. (CSU $4,359.85)
  • $4,359.85 P/E (TTM): 107.98X Cap: $92.25B
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• goeasy Ltd. (GSY $205.35)
  • $205.35 P/E (TTM): 12.28X Cap: $3.28B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.80)
  • $76.80 P/E (TTM): 38.28X Cap: $8.74B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.86)
  • $89.86 P/E (TTM): 234.6X Cap: $135.34B
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Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?

Thank you

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Read Answer Asked by Carmen on March 13, 2023

• Mawer Balanced Fund Series A (MAW104 $38.81)
  • $38.81 P/E (TTM): 17.4X Cap: $4.81B
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• Mawer Canadian Bond Fund Series A (MAW100 $11.60)
  • $11.60 Cap: $125M
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Q: Hello 5i Research
I would like to initiate a position in mawer bond fund . I currently own most of their other funds , what are your thoughts or should I add to mawer Canadian balance fund that holds about 30 % bonds .
Thanks

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Read Answer Asked by claudio on March 13, 2023

• ARC Resources Ltd. (ARX $26.88)
  • $26.88 P/E (TTM): 6.41X Cap: $15.82B
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• Peyto Exploration & Development Corp. (PEY $19.04)
  • $19.04 P/E (TTM): 11.59X Cap: $3.82B
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• Tourmaline Oil Corp. (TOU $57.19)
  • $57.19 P/E (TTM): 14.38X Cap: $21.54B
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• Birchcliff Energy Ltd. (BIR $6.21)
  • $6.21 P/E (TTM): 12.48X Cap: $1.70B
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Q: what companies are involved in natural gas ?

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Read Answer Asked by philip on March 13, 2023

• BMO Aggregate Bond Index ETF (ZAG $13.68)
  • $13.68 Cap: $11.13B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.32)
  • $18.32 Cap: $818M
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Q: I'm confused when looking at the value in bond funds going up when the talk in town is that the rates will continue moving up even in Canada maybe a bit later this year. How is that? How do one reconcile that the the rise in yield moved in tandem with the rise in value Thursday and Friday?

Yves

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Read Answer Asked by Yves on March 13, 2023

• DocuSign Inc. (DOCU $71.45)
  • $71.45 P/E (TTM): 13.4X Cap: $14.32B
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Q: I wonder why this stock dropped so much on Friday's trading, earning related or SVB related? Thanks.

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Read Answer Asked by Lin on March 13, 2023

• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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Q: Hi there,

Is the collapse of SIVB an isolated event, or do you think its an indication or something larger happening under the hood of the financial markets? Is it possible that this could lead to a huge market correction to the downside across all sectors?

Thanks!

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Read Answer Asked by Michael on March 13, 2023

• Toronto-Dominion Bank (The) (TD $101.94)
  • $101.94 P/E (TTM): 10.48X Cap: $176.29B
  • View TD Profile
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• Canadian Imperial Bank Of Commerce (CM $101.71)
  • $101.71 P/E (TTM): 12.7X Cap: $95.27B
  • View CM Profile
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• goeasy Ltd. (GSY $205.35)
  • $205.35 P/E (TTM): 12.28X Cap: $3.28B
  • View GSY Profile
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• EQB Inc. (EQB $100.95)
  • $100.95 P/E (TTM): 10.43X Cap: $3.89B
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• Bank of Nova Scotia (The) (BNS $56.75)
  • $56.75 P/E (TTM): 16.45X Cap: $70.73B
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Q: With whats happening in the markets currently with CM's admission of mortgage issues with SIVB debacle, rising rates, volatility etc could be the beginning of a big mess in the Financial services sector.

Although long term you are bullish on 4 of the 5 names do you think it would be prudent from a risk aversion viewpoint to step aside on these names and wait till things settle?

Can you also please comment especially on EQB and GSY and their outlook/risks in this cyclone.

Thanks

Sheldon

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Read Answer Asked by Sheldon on March 13, 2023

Q: Hi 5i, I imagine when trading resumes that there'll be another large drop. What would you do? Thx.

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Read Answer Asked by Christopher on March 13, 2023

• Dominion Energy Inc. (D $60.68)
  • $60.68 P/E (TTM): 23.16X Cap: $52.17B
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Q: Has fallen off a cliff. Have checked all the reports and nothing seems "wrong". Could you shed some light on this? Thanks Ron

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Read Answer Asked by Ronald on March 13, 2023

• Descartes Systems Group Inc. (The) (DSG $136.24)
  • $136.24 P/E (TTM): 59.35X Cap: $11.64B
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Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.

President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.

Sheldon

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Read Answer Asked by Sheldon on March 13, 2023

Q: There are many questions and recommendations regarding safe places to put cash these days and US treasuries..

Risks investing in US TREASURIES

A question was asked the other day about UTWO. Part of your answer mentioned a 4.9% yield. Very appealing. Tempting to buy.

But as a holder of UTWO are you guaranteed your capital at the end of two years ?

I am under the impression they trade more like bond etfs vs GIC’S here in Canada.

Can you clarify that please.

And given the volatility of the market how risky are these T bills?

Is there a way to buy them and be guaranteed your capital at the end of the designated time period.

Thank you.

I am thinking they trade more like bond

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Read Answer Asked by Donald on March 13, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.26)
  • $84.26 P/E (TTM): 41.9X Cap: $136.87B
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Q: Not sure which entity in the Brookfield group walked away from a loan obligation nor do I know the details. They along with PIMCO and Blackstone were mentioned on Bloomberg Wall Street week as entities that did this. I am very concerned about this. Could you share any details you might have on this.

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Read Answer Asked by Greg on March 13, 2023