Investment Q&A

Q: Good Morning

Are the 5I research analytics fees income tax deductible and if they are where are they added to on the tax form
Thks
Marse

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Read Answer Asked by Marcel on March 14, 2023

• G2 Goldfields Inc. (GTWO $3.14)
  • $3.14 Cap: $740M
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Q: May I please have your thoughts on G2 Goldfields (GTWO) and its prospects.

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Read Answer Asked by Brian on March 14, 2023

• Fifth Third Bancorp (FITB $44.45)
  • $44.45 P/E (TTM): 13.68X Cap: $28.38B
  • View FITB Profile
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Q: Jerry Javasky, former manager of the formerly very successful (I have no idea of its current status) Ivy Foreign Equity fund, was a “fan” of FITB. Does the recent dramatic selloff make it the screaming “buy” for dividend investors I perceive it to be?

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Read Answer Asked by David on March 14, 2023

• Ivanhoe Mines Ltd. (IVN $11.53)
  • $11.53 P/E (TTM): 27.11X Cap: $15.08B
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Q: I would appreciate your opinion on Ivanhoe's recent earnings report. To this layperson, they appear very strong. If a person is a long-term copper bull, would you be comfortable stepping in here, market uncertainty notwithstanding?

Thank you as always for your expertise.

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Read Answer Asked by Richard on March 14, 2023

• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.81)
  • $18.81 P/E (TTM): 83.53X Cap: $214M
  • View LIFE Profile
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Q: hello 5i:
nice yield, price has come down in the last year so more attractive. Of the yield, how much is return of capital, over the years? Is it significant, in your opinion?
thanks
Paul L

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Read Answer Asked by Paul on March 14, 2023

• Superior Plus Corp. (SPB $7.43)
  • $7.43 P/E (TTM): 29.65X Cap: $1.63B
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• Exchange Income Corporation (EIF $73.21)
  • $73.21 P/E (TTM): 28.69X Cap: $3.73B
  • View EIF Profile
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Q: I am back to even on the above. Should I bail?
What would be you number one switch?

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Read Answer Asked by Bill on March 14, 2023

• Canadian Imperial Bank Of Commerce (CM $101.84)
  • $101.84 P/E (TTM): 12.64X Cap: $94.91B
  • View CM Profile
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Q: A few days before three US banks collapsed, CIBC CEO's bought $3 million in CM at about $58 a share, tripling his skin in the game, presumably a big sign of confidence in CM. Today's price dipped lower still -- is this a good entry point?

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Read Answer Asked by Jean on March 14, 2023

Q: Regarding carrying charges for etf investment income are you allowed to use fund fees.
For example. $40,000 on Dec. 31 X .0069 management fee = $276 carrying charges, or
$40,000 X .0076 mer = $304

Thank you

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Read Answer Asked by JACK on March 14, 2023

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
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Q: Are the recent bank failures in USA liely to effect the takeover of HCG in May?

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Read Answer Asked by Robert on March 14, 2023

• BMO Covered Call Utilities ETF (ZWU $11.49)
  • $11.49 P/E (TTM): 53.76X Cap: $1.90B
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Q: When is Ex-Dividend Date for ZWU (BMO Covered Utilities)? Would the investor get a dividend if the ex-dividend date is today and ZWU is purchased today but the settlement date is March 16? Thank you

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Read Answer Asked by Hali on March 14, 2023

• Alphabet Inc. (GOOG $205.62)
  • $205.62 P/E (TTM): 21.34X Cap: $2.42T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $507.70)
  • $507.70 P/E (TTM): 37.08X Cap: $3.74T
  • View MSFT Profile
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• Visa Inc. (V $349.78)
  • $349.78 P/E (TTM): 33.59X Cap: $666.73B
  • View V Profile
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Q: Hi guys...great service...any really undervalued stocks you think are fantastic buys at the moment? perhaps 3-5 names on both sides of the border? Perhaps names that have been unfairly punished for any reason. Thanks.

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Read Answer Asked by dan on March 14, 2023

• Super Micro Computer Inc. (SMCI $43.40)
  • $43.40 P/E (TTM): 23.28X Cap: $25.25B
  • View SMCI Profile
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Q: Hi there, you mentioned this name in an answer to a question Monday as one to consider buying on the dip caused by the svb blow up. I had my eye on it because it seems to have strong earnings growth. I hesitated because it is up about 100% already this year and there was a short report on it. Can you comment further on why you like this name? I am afraid to buy something that is already up so much as I worry that it could fall a lot in a profit taking environment. The short report has also scared me off. Thanks as always for the comments.

Jason

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Read Answer Asked by Jason on March 14, 2023

• Alphabet Inc. (GOOG $205.62)
  • $205.62 P/E (TTM): 21.34X Cap: $2.42T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $507.70)
  • $507.70 P/E (TTM): 37.08X Cap: $3.74T
  • View MSFT Profile
  • View Questions on MSFT
• Visa Inc. (V $349.78)
  • $349.78 P/E (TTM): 33.59X Cap: $666.73B
  • View V Profile
  • View Questions on V
• Toronto-Dominion Bank (The) (TD $102.70)
  • $102.70 P/E (TTM): 10.46X Cap: $176.46B
  • View TD Profile
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• Sun Life Financial Inc. (SLF $82.20)
  • $82.20 P/E (TTM): 14.85X Cap: $46.42B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $4,518.49)
  • $4,518.49 P/E (TTM): 108.15X Cap: $94.04B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $139.15)
  • $139.15 P/E (TTM): 59.52X Cap: $11.82B
  • View DSG Profile
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  • View Reports on DSG
• BRP Inc. Subordinate Voting Shares (DOO $80.67)
  • $80.67 Cap: $5.63B
  • View DOO Profile
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  • View Reports on DOO
• EQB Inc. (EQB $101.53)
  • $101.53 P/E (TTM): 10.28X Cap: $3.82B
  • View EQB Profile
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  • View Reports on EQB
• Brookfield Corporation Class A Limited Voting Shares (BN $90.94)
  • $90.94 P/E (TTM): 150.08X Cap: $133.25B
  • View BN Profile
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Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?

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Read Answer Asked by D on March 14, 2023

• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.62B
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• Magna International Inc. (MG $63.63)
  • $63.63 P/E (TTM): 10.48X Cap: $17.32B
  • View MG Profile
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  • View Reports on MG

Q: Thinking of selling MG at a 30% loss and buying ATS for a quicker path to recouping my 30%. Your thoughts please.

Carl

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Read Answer Asked by Carl on March 14, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.52)
  • $46.52 P/E (TTM): 77.96X Cap: $21.58B
  • View TECK.B Profile
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Q: I recently purchased shares in this company and since my purchase it has dropped consistantly. I would appreciate your thoughts as to whether it would be wise to sell and take a tax loss or do you see a recovery? Thanks

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Read Answer Asked by Brian on March 14, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $116.63)
  • $116.63 P/E (TTM): 11.2X Cap: $7.80B
  • View ONEX Profile
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• Celestica Inc. (CLS $260.39)
  • $260.39 P/E (TTM): 41.03X Cap: $29.02B
  • View CLS Profile
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Q: Onex intends to convert its MVS into SVS, on a one-for-one basis. With your financial experience, what do you think can be behind this move?

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Read Answer Asked by Daniel on March 14, 2023

• TD Investment Savings Account (TDB8150 $10.00)
  • View TDB8150 Profile
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Q: Further to Barbara’s question, is the TD8150 series of high interest savings account guaranteed under the CDIC insurance up to $100,000.00?

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Read Answer Asked by Shirley on March 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $90.94)
  • $90.94 P/E (TTM): 150.08X Cap: $133.25B
  • View BN Profile
  • View Questions on BN

Q: Would love to hear on Color on this dismal performance. Is it a screaming buy and SWAN stock for 5 years from now.

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Read Answer Asked by Chris on March 14, 2023

• FirstService Corporation (FSV $276.45)
  • $276.45 P/E (TTM): 64.29X Cap: $12.50B
  • View FSV Profile
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  • View Reports on FSV
• BRP Inc. Subordinate Voting Shares (DOO $80.67)
  • $80.67 Cap: $5.63B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Savaria Corporation (SIS $21.28)
  • $21.28 P/E (TTM): 26.97X Cap: $1.48B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $208.78)
  • $208.78 P/E (TTM): 12.24X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $101.53)
  • $101.53 P/E (TTM): 10.28X Cap: $3.82B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• TECSYS Inc. (TCS $37.00)
  • $37.00 P/E (TTM): 205.56X Cap: $548M
  • View TCS Profile
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  • View Reports on TCS
• Aritzia Inc. Subordinate Voting Shares (ATZ $78.43)
  • $78.43 P/E (TTM): 37.29X Cap: $8.73B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Trisura Group Ltd. (TSU $41.55)
  • $41.55 P/E (TTM): 16.61X Cap: $1.94B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Boyd Group Services Inc. (BYD $223.10)
  • $223.10 P/E (TTM): 258.11X Cap: $4.75B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.39)
  • $5.39 Cap: $1.48B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

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Read Answer Asked by Dustin on March 14, 2023

• Westbridge Energy Corporation (WEB)
  • View WEB Profile
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Q: Westbridge Renewable Energy Corp. (WEB:CA), makes a bit of money, has a low market cap and seems to have some upside with lower risk in their model. Thoughts?

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Read Answer Asked by Long on March 14, 2023