Investment Q&A

• Celestica Inc. (CLS $253.78)
  • $253.78 P/E (TTM): 41.4X Cap: $29.19B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $143.23)
  • $143.23 Cap: $3.10B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.90)
  • $124.90 P/E (TTM): 19.33X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $74.20)
  • $74.20 P/E (TTM): 38.74X Cap: $8.51B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Lumine Group Inc. (LMN $46.11)
  • $46.11 P/E (TTM): 182.26X Cap: $11.83B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Any TSX/TSV listed stocks that you feel are currently undervalued?

Upvote 17

Read Answer Asked by Tony on February 01, 2024

• Rockwell Automation Inc. (ROK $339.62)
  • $339.62 P/E (TTM): 40.32X Cap: $38.18B
  • View ROK Profile
  • View Questions on ROK

Q: That was a pretty strong reaction to ROK's numbers the other day. Olay! Is there anything that gave you pause? Did its release make you more or less comfortable at holding this name?

Upvote 2

Read Answer Asked by Martin on February 01, 2024

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
  • View CXB Profile
  • View Questions on CXB
• K92 Mining Inc. (KNT $14.56)
  • $14.56 P/E (TTM): 12.09X Cap: $3.52B
  • View KNT Profile
  • View Questions on KNT
• Orla Mining Ltd (OLA $13.43)
  • $13.43 P/E (TTM): 168.91X Cap: $4.27B
  • View OLA Profile
  • View Questions on OLA
• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
  • View KRR Profile
  • View Questions on KRR
• VanEck Junior Gold Miners ETF (GDXJ $73.28)
  • $73.28 P/E (TTM): 32.02X Cap: $6.05B
  • View GDXJ Profile
  • View Questions on GDXJ

Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise

Upvote 2

Read Answer Asked by Denise on February 01, 2024

• AirBoss of America Corp. (BOS $5.30)
  • $5.30 Cap: $143M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: Hello 5i,

Pretty sure I know your question but if BOS was a very small % of your portfolio and in a loss position within a registered account would you move on and sell this name?

Upvote 1

Read Answer Asked by Dean on February 01, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.43)
  • $190.43 P/E (TTM): 78.74X Cap: $247.43B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi 5i
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx

Upvote 11

Read Answer Asked by jim on February 01, 2024

Q: Hi 5i,
Does the wait 30 days rule to sell and buy back apply to stocks within a TFSA or RRIF?
with thanks'
Connie

Upvote 3

Read Answer Asked by Constance on February 01, 2024

• Bank Of Montreal (BMO $112.73)
  • $112.73 P/E (TTM): 13.84X Cap: $81.69B
  • View BMO Profile
  • View Questions on BMO
• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
  • View NYCB Profile
  • View Questions on NYCB

Q: Hi 5i
Whats seems to be happening in bank stocks last couple days...Bmo seems to have fallen quite a bit....Is their something ti be concerned about
thx

Upvote 2

Read Answer Asked by jim on February 01, 2024

• iShares S&P Global Clean Energy Index Fund (ICLN $14.39)
  • $14.39 P/E (TTM): 48.22X Cap: $1.54B
  • View ICLN Profile
  • View Questions on ICLN
• SolarEdge Technologies Inc. (SEDG $32.06)
  • $32.06 Cap: $1.90B
  • View SEDG Profile
  • View Questions on SEDG
• Enphase Energy Inc. (ENPH $35.68)
  • $35.68 P/E (TTM): 27.73X Cap: $4.73B
  • View ENPH Profile
  • View Questions on ENPH
• Nextracker Inc. (NXT $66.13)
  • $66.13 P/E (TTM): 18.14X Cap: $9.78B
  • View NXT Profile
  • View Questions on NXT

Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?

Upvote 1

Read Answer Asked by Keith on February 01, 2024

• QUALCOMM Incorporated (QCOM $155.44)
  • $155.44 P/E (TTM): 15.1X Cap: $167.71B
  • View QCOM Profile
  • View Questions on QCOM

Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.

Upvote 2

Read Answer Asked by Alexandra on February 01, 2024

• Real Matters Inc. (REAL $6.40)
  • $6.40 Cap: $474M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Please comment on the qtrly results from REAL.
Thanks

Upvote 2

Read Answer Asked by Atchuta on February 01, 2024

• Allied Properties Real Estate Investment Trust (AP.UN $18.22)
  • $18.22 Cap: $2.33B
  • View AP.UN Profile
  • View Questions on AP.UN

Q: I was surprised by the drop in share price today. Can you please provide me your opinion on the reason and if it is a good time to buy more, hold existing or sell. Thank you.

Upvote 2

Read Answer Asked by David on February 01, 2024

• Element Fleet Management Corp. (EFN $36.84)
  • $36.84 P/E (TTM): 27.58X Cap: $14.78B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Could you please give me your opinion on this stock for a two year hold in a TFSA.
Thank you

Upvote 2

Read Answer Asked by Allen on February 01, 2024

• Sigma Lithium Corporation (SGML $8.25)
  • $8.25 Cap: $918M
  • View SGML Profile
  • View Questions on SGML

Q: Any idea why this stock continues to drop?

Upvote 1

Read Answer Asked by Carol on February 01, 2024

• Sylogist Ltd. (SYZ $8.15)
  • $8.15 Cap: $190M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Looks like SYZ might be waking up; volume and price both higher. I see no news... what do you think?

Upvote 6

Read Answer Asked by Harry on February 01, 2024

• First Tellurium Corp Com (FTEL $0.10)
  • $0.10 Cap: $12M
  • View FTEL Profile
  • View Questions on FTEL

Q: Could I please have your view on First Tellurium Corp Com.

Upvote 1

Read Answer Asked by John on February 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.79)
  • $41.79 P/E (TTM): 1007.91X Cap: $19.26B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I am wondering if you can comment on their recent earnings release and also if you can provide the FFO multiple range the stock has traded at over the last few years...Many Thanks...Cheers

Upvote 3

Read Answer Asked by Cam on February 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.90)
  • $124.90 P/E (TTM): 19.33X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Powell Industries Inc. (POWL $246.52)
  • $246.52 P/E (TTM): 17.86X Cap: $2.97B
  • View POWL Profile
  • View Questions on POWL
• ZipRecruiter Inc. Class A (ZIP $4.46)
  • $4.46 Cap: $388M
  • View ZIP Profile
  • View Questions on ZIP

Q: I'm down 50% on this one. Any chance of recovery in the next 12-18 months or time to move on as there appears to be better opportunities out there? If so, can you suggest a couple replacements? Many thanks.

Upvote 3

Read Answer Asked by Tony on February 01, 2024

• Toronto-Dominion Bank (The) (TD $102.24)
  • $102.24 P/E (TTM): 10.41X Cap: $176.10B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Of the 5 major banks, which one (or 2) do you think has the best potential for growth over a 10 year time frame? And if possible, a few comments why. Thanks

Upvote 5

Read Answer Asked by Dave on February 01, 2024

Q: Question by Kel Jan 30 made reference to earlier Q&A about your recommendation for top 2 canadian companies per sector for 2024. Could you send me that Q&A as I was unable to find it.
Thanks

Upvote 3

Read Answer Asked by sam on February 01, 2024

Q: Is there a 2023 or later update of Cdn owned firms paying dividends in USD? Thanks a lot.

Upvote 7

Read Answer Asked by TOM on February 01, 2024