Investment Q&A

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Chartwell Retirement Residences (CSH.UN $20.51)
  • $20.51 P/E (TTM): 92.64X Cap: $5.93B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $77.01)
  • $77.01 P/E (TTM): 30.15X Cap: $3.94B
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• iShares Canadian Select Dividend Index ETF (XDV $36.70)
  • $36.70 P/E (TTM): 11.64X Cap: $1.97B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.53)
  • $39.53 P/E (TTM): 14.83X Cap: $1.03B
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Q: I am looking for monthly income. So far I am considering ZEB, KEY, PPL, and either HHL-B or HHL-T. Your opinion on those, and any suggestions you have, please.

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Read Answer Asked by James on October 29, 2021

• Strathcona Resources Ltd. (SCR $36.91)
  • $36.91 P/E (TTM): 10.95X Cap: $7.86B
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• PENN Entertainment Inc. (PENN $16.65)
  • $16.65 Cap: $2.42B
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Q: Hello 5i, I had shares of Score in a TFSA account and a SDRSP acct and now I have PENN in both accounts. Could you comment as to can PENN be held in these 2 accounts and the tax issues in both accounts.

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Read Answer Asked by Michael on October 29, 2021

• Real Matters Inc. (REAL $7.29)
  • $7.29 Cap: $539M
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Q: Peter; Any news or tax selling ? Thanks. Rod

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Read Answer Asked by Rodney on October 29, 2021

Q: If I purchased company "A" at $40.00 with a 6% Yield.
Since then, company "A" has gone to $60.00 and the Yield looks close but frankly I have forgotten.
Is the current indicated Yield based on the Share or on the Price ?

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Read Answer Asked by Cacey on October 29, 2021

• Roper Technologies Inc. (ROP $443.83)
  • $443.83 P/E (TTM): 31.34X Cap: $47.71B
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• TFI International Inc. (TFII $124.86)
  • $124.86 P/E (TTM): 20.51X Cap: $10.13B
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• ATS Corporation (ATS $37.67)
  • $37.67 Cap: $3.64B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $157.53)
  • $157.53 P/E (TTM): 39.59X Cap: $18.91B
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Q: We have a balanced portfolio with a growth tilt. Current Industrial sector stocks held and their percentage in total portfolio are:
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.

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Read Answer Asked by Alexandra on October 29, 2021

• Cameco Corporation (CCO $145.37)
  • $145.37 P/E (TTM): 120.98X Cap: $63.76B
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Q: Given todays pull back on earnings, would you see this as a good entry point into CCO?

Thanks

Mike

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Read Answer Asked by Michael on October 29, 2021

• Exchange Income Corporation (EIF $77.01)
  • $77.01 P/E (TTM): 30.15X Cap: $3.94B
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Q: Good Day 5I team: Can you account for the recent and for me quite dramatic decline?All the best and thanks Larry

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Read Answer Asked by Larry on October 29, 2021

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Any thoughts on quis at this time would be appreciated. It seems to be having trouble getting any traction. Analysts are still very positive on its potential but in comparison to my other tech stocks (I'm over weight tech and its the lagard) i also hold softchoice. my hesitation to part with it is fomo as the lowest of the analyst estimated is almost a double. Your thoughts?

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Read Answer Asked by Todd on October 29, 2021

• Richards Packaging Income Fund (RPI.UN $31.50)
  • $31.50 P/E (TTM): 16.25X Cap: $354M
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Q: Hi, Please comment on Richards Packaging earnings release, Does it inspire more confidence in owning the stock ? Thank You

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Read Answer Asked by rajeev on October 29, 2021

• Twilio Inc. Class A (TWLO $131.35)
  • $131.35 P/E (TTM): 1116.1X Cap: $17.31B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Ford Motor Company (F $13.02)
  • $13.02 P/E (TTM): 16.97X Cap: $52.03B
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• Tesla Inc. (TSLA $456.64)
  • $456.64 P/E (TTM): 266.77X Cap: $1.46T
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• Lucid Group Inc. (LCID $17.81)
  • $17.81 Cap: $5.38B
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Q: Hi,

Despite chip shortages, I'm considering taking my first position in a vehicle manufacturer. I'm specifically interested first in LCID and second in F. While I expect F to have some very experienced managers/executives/board members, what can you tell me of the people directing LCID? Lots of previous experience and are they up for the task?

C.

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Read Answer Asked by Cameron on October 29, 2021

Q: Do you have any investment ideas in the area of hearing assistance. The wearing of air pods appears to be ubiquitous and will accelerate the demand. Looking for a few company ideas to tuck away in my RRSP. Besides the chip companies are there any more direct way to play what I think is going to be a secular long term play. US Europe or Canada.

Thanks for all you do!

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Read Answer Asked by Thomas on October 29, 2021

• Atlas Salt Inc Com (SALT)
  • P/E (TTM): -156.4X Cap: $70M
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Q: What is your opinion of Atlas Salt and of the investment value of salt-producing firms, in general?

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Read Answer Asked by David on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $301.84)
  • $301.84 P/E (TTM): 41.94X Cap: $1.57T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Imperial Oil Limited (IMO $124.50)
  • $124.50 P/E (TTM): 14.19X Cap: $65.07B
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Q: I thought Imperial Oil had a great quarter but it's getting hammered by the market. What did I miss and what is your outlook here? Should I switch to a different oil stock?

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Read Answer Asked by John on October 29, 2021

• Twilio Inc. Class A (TWLO $131.35)
  • $131.35 P/E (TTM): 1116.1X Cap: $17.31B
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Lundin Mining Corporation (LUN $22.60)
  • $22.60 Cap: $19.41B
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Q: Can you please comment on Lundin Mining's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

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Read Answer Asked by Richard on October 29, 2021

• TFI International Inc. (TFII $124.86)
  • $124.86 P/E (TTM): 20.51X Cap: $10.13B
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Q: Why after a solid earnings report (from what I interpret) was there a significant drop in share price this morning ? Many thanks.

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Read Answer Asked by Michael on October 29, 2021

• Coca-Cola Company (The) (KO $68.47)
  • $68.47 P/E (TTM): 24.24X Cap: $296.72B
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• Nutrien Ltd. (NTR $77.11)
  • $77.11 P/E (TTM): 181.17X Cap: $36.93B
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Q: Could you explain "goodwill" to me please.

Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?

Is this 60% number something to be concerned about?

Thanks...Steve

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Read Answer Asked by Stephen on October 29, 2021

• Nexe Innovations Inc. (NEXE $0.16)
  • $0.16 Cap: $16M
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Q: I, have stock in this company , I was told their was some great news coming out in Sept. but never heard anything can you give me some insight on this company.
Thanks
Jim.

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Read Answer Asked by James on October 29, 2021