Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $64.17)
  • $64.17 P/E (TTM): 9.97X Cap: $3.42B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.95)
  • $11.95 P/E (TTM): 25.27X Cap: $3.51B
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Q: Was thinking of selling Boardwalk Reit, what would options to potential replace it within REIT space?

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Read Answer Asked by Maurice on August 02, 2023

• Lithium Americas Corp. (LAC $7.72)
  • $7.72 Cap: $1.89B
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• American Lithium Corp. (LI $0.73)
  • $0.73 Cap: $211M
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Q: Can you provide any update information on LI. It was looking good in Jan./23 but has fallen . Is it a hold or can you compare it to LAC.

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Read Answer Asked by John on August 02, 2023

• Vanguard Balanced ETF Portfolio (VBAL $37.09)
  • $37.09 P/E (TTM): 1.06X Cap: $4.16B
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Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom

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Read Answer Asked by Tom on August 02, 2023

• ON Semiconductor Corporation (ON $51.67)
  • $51.67 P/E (TTM): 48.04X Cap: $20.79B
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Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

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Read Answer Asked by Marco on August 02, 2023

• Total Energy Services Inc. (TOT $13.80)
  • $13.80 P/E (TTM): 8.16X Cap: $513M
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Q: For a one or two percent short term speculative play---what can you say about Total Energy---- TOT---- to use the possible energy wave for a little ride?

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Read Answer Asked by joe on August 02, 2023

• Atkore Inc. (ATKR $68.43)
  • $68.43 P/E (TTM): 21.85X Cap: $2.29B
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Q: Good day everyone your thoughts on ATKR
Thanks

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Read Answer Asked by George on August 02, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.41)
  • $27.41 P/E (TTM): 19.23X Cap: $646M
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• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.60)
  • $205.60 P/E (TTM): 30.37X Cap: $2.44B
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Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.

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Read Answer Asked by Ken on August 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $97.00)
  • $97.00 P/E (TTM): 41.02X Cap: $11.01B
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• ECN Capital Corp. (ECN $2.78)
  • $2.78 Cap: $774M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $133.81)
  • $133.81 P/E (TTM): 66.39X Cap: $11.01B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.06)
  • $6.06 Cap: $1.67B
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Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

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Read Answer Asked by Chris on August 02, 2023

• PPL Corporation (PPL $36.42)
  • $36.42 P/E (TTM): 27.24X Cap: $27.22B
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• Southern Company (The) (SO $94.02)
  • $94.02 P/E (TTM): 24.16X Cap: $104.58B
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• Fortis Inc. (FTS $70.34)
  • $70.34 P/E (TTM): 20.59X Cap: $35.58B
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• Hydro One Limited (H $51.73)
  • $51.73 P/E (TTM): 24.61X Cap: $31.05B
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• Atmos Energy Corporation (ATO $171.95)
  • $171.95 P/E (TTM): 23.71X Cap: $27.55B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.37)
  • $59.37 Cap: $22.25B
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Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

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Read Answer Asked by Keith on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.95)
  • $74.95 P/E (TTM): 36.9X Cap: $122.97B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• 1CM Inc. (EPIC $0.46)
  • $0.46 P/E (TTM): 30.33X Cap: $53M
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Q: Hi Guys,

Thoughts on this company?

Thanks,

Jim

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Read Answer Asked by jim on August 01, 2023

• SoFi Technologies Inc. (SOFI $29.29)
  • $29.29 P/E (TTM): 61.43X Cap: $34.76B
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Q: Hi, Could you please comment on SOFI earnings. Thank you

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Read Answer Asked by francis on August 01, 2023

• goeasy Ltd. (GSY $169.00)
  • $169.00 P/E (TTM): 10.15X Cap: $2.68B
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• Topicus.com Inc. (TOI $133.81)
  • $133.81 P/E (TTM): 66.39X Cap: $11.01B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Alphabet Inc. (GOOG $284.24)
  • $284.24 P/E (TTM): 29.34X Cap: $3.40T
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• Eli Lilly and Company (LLY $836.30)
  • $836.30 P/E (TTM): 53.17X Cap: $799.28B
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• United Rentals Inc. (URI $855.30)
  • $855.30 P/E (TTM): 22.55X Cap: $55.26B
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• Berkshire Hathaway Inc. (BRK.B $475.74)
  • $475.74 P/E (TTM): 16.31X Cap: $1.03T
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Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR

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Read Answer Asked by John on August 01, 2023

• Mullen Group Ltd. (MTL $14.08)
  • $14.08 P/E (TTM): 13.11X Cap: $1.22B
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• Russel Metals Inc. (RUS $43.43)
  • $43.43 P/E (TTM): 14.95X Cap: $2.41B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.15X Cap: $3.94B
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• Wajax Corporation (WJX $24.54)
  • $24.54 P/E (TTM): 14.95X Cap: $534M
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• Doman Building Materials Group Ltd. (DBM $8.79)
  • $8.79 P/E (TTM): 10.15X Cap: $774M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $70.43)
  • $70.43 P/E (TTM): 27.06X Cap: $13.87B
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• Vanguard S&P 500 Index ETF (VFV $170.95)
  • $170.95 P/E (TTM): 27.07X Cap: $27.43B
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• iShares Core Equity ETF Portfolio (XEQT $39.88)
  • $39.88 P/E (TTM): 7.87X Cap: $11.19B
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Q: Hi there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!

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Read Answer Asked by Michael on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $20.57)
  • $20.57 P/E (TTM): 32.14X Cap: $31.65B
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• Capital Power Corporation (CPX $70.50)
  • $70.50 P/E (TTM): 22.08X Cap: $10.92B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023

• TFI International Inc. (TFII $117.90)
  • $117.90 P/E (TTM): 20.51X Cap: $10.13B
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Q: Can you comment on TFII'e earrings? Thanks. - Jeff

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Read Answer Asked by Jeff on August 01, 2023

• Great-West Lifeco Inc. (GWO $59.32)
  • $59.32 P/E (TTM): 14.71X Cap: $54.98B
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Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

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Read Answer Asked by Jacques on August 01, 2023