Investment Q&A

• Whitecap Resources Inc. (WCP $14.64)
  • $14.64 P/E (TTM): 14.04X Cap: $17.41B
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• Freehold Royalties Ltd. (FRU $17.46)
  • $17.46 P/E (TTM): 20.98X Cap: $2.83B
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• ReNew Energy Global plc (RNW $5.24)
  • $5.24 Cap: $1.94B
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Q: What are your thoughts on RNW? It's lagged a lot of the other renewables and I'm thinking to sell and break even and add to my WCP and FRU positions. I have a long term horizon and am an income investor

Thanks

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Read Answer Asked by Robert on August 16, 2022

• Restaurant Brands International Inc. (QSR $102.97)
  • $102.97 P/E (TTM): 31.05X Cap: $46.61B
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• Leon's Furniture Limited (LNF $25.54)
  • $25.54 P/E (TTM): 16.51X Cap: $1.75B
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• Exchange Income Corporation (EIF $102.56)
  • $102.56 P/E (TTM): 33.58X Cap: $5.66B
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Q: What would you consider a good entry point for QSR, EIF and LNF?

Thank you

Sylvain

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Read Answer Asked by Sylvain on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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Q: Hi 5i Team - Could you elaborate on the results of the voting at the recent AGM meeting of EGLX. Specifically how successful was Greywood, how many of the board members are now from Greywood and how might the new board be structured including the chair. Also any ideas on who the new CEO might be. In your opinion should the 'Greywood' influence be good for the company.
Thanks.

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Read Answer Asked by Rob on August 16, 2022

Q: Could you comment on BDGI's lates results.
Thank you.

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Read Answer Asked by frank on August 16, 2022

• Quarterhill Inc. (QTRH $1.09)
  • $1.09 Cap: $129M
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Q: please provide update on the latest earnings report for Quarterhill and comments on their outlook for 2022/23
Ed

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Read Answer Asked by ed on August 16, 2022

Q: What is the difference between ETHE/Grayscale Etherium Trust & ETHC/Ether Capital Corp? Is ETHC the CDR of ETHE?
Thanks!

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Read Answer Asked by Austin on August 16, 2022

• Constellation Software Inc. (CSU $2,579.50)
  • $2,579.50 P/E (TTM): 76.65X Cap: $54.30B
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• BRP Inc. Subordinate Voting Shares (DOO $87.06)
  • $87.06 Cap: $6.44B
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• goeasy Ltd. (GSY $37.90)
  • $37.90 P/E (TTM): 2.6X Cap: $542M
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Q: Good day 5i,

As always love the work. Flash reports etc! What a huge boon.

Having a balanced portfolio. Moving a Canadian component to my non-registered account. Will trim and shuffle accordingly.

Top 5 must have longterm holds. Over 5yr-20yr

3 undervalued buys right now. Reason? Entry?

Please deduct appropriately!

Thank you very much.

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Read Answer Asked by Adam on August 16, 2022

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $68.23)
  • $68.23 P/E (TTM): 26.33X Cap: $514M
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• Harvest Healthcare Leaders Income ETF (HHL $7.24)
  • $7.24 P/E (TTM): 23.22X Cap: $1.61B
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Q: I am considering selling XHC and replacing it with HHL in my RSP to add income. Is this a wise move and do you see any other issues with this change? Thx James

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Read Answer Asked by JAMES on August 16, 2022

• BMO S&P 500 Index ETF (ZSP $100.90)
  • $100.90 P/E (TTM): 25.8X Cap: $20.79B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.05)
  • $102.05 Cap: $2.26B
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Q: Dear 5i
If i have ZSP in my portfolio (RRSP`s, TFSA`s and unregistered acct ) do i need to have VGG . In other words is it different enough to own as well as ZSP or would just owning ZSP be sufficient ?
Thanks
Bill C

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Read Answer Asked by Bill on August 16, 2022

• Canadian Natural Resources Limited (CNQ $67.00)
  • $67.00 P/E (TTM): 20.98X Cap: $139.21B
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Q: By what date do I have to buy the shares in order to receive the special dividend.

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Read Answer Asked by KIM on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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Q: Please comment on Q2 results & going forward.Is it timely to add? Txs for u usual great services & views

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Read Answer Asked by Peter on August 16, 2022

• Flutter Entertainment Plc ADR (PDYPY $103.75)
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Q: What are your thoughts on the most recent quarter ?

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Read Answer Asked by Ian on August 16, 2022

• Alcoa Corporation (AA $65.75)
  • $65.75 P/E (TTM): 14.55X Cap: $17.57B
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• TFI International Inc. (TFII $138.18)
  • $138.18 P/E (TTM): 36.11X Cap: $11.42B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Century Aluminum Company (CENX $56.79)
  • $56.79 P/E (TTM): 130.31X Cap: $5.41B
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• Jacobs Solutions Inc. (J $130.12)
  • $130.12 P/E (TTM): 35.57X Cap: $15.13B
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Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?

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Read Answer Asked by Karim on August 16, 2022

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X
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Q: What is your take on this company? The growth of users? The niche area and the possibilities going forward.

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Read Answer Asked by Stephen on August 16, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.28)
  • $5.28 P/E (TTM): 17.17X Cap: $549M
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Q: Thoughts on the quarterplease?

Thx

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Read Answer Asked by blake on August 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.47)
  • $12.47 Cap: $1.67B
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• Toast Inc. Class A (TOST $28.21)
  • $28.21 P/E (TTM): 49.37X Cap: $16.55B
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Q: Everyone, appreciate your comments on the latest Toast quarter and also how it relates to LSPD. Clayton

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Read Answer Asked by Clayton on August 15, 2022

• Copperleaf Technologies Inc. (CPLF $11.99)
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Q: Could you comment on earnings, does growth look sustainable? A buy or what does one need to see in this company before we own it?

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Read Answer Asked by Harry on August 15, 2022

• Vermilion Energy Inc. (VET $16.80)
  • $16.80 Cap: $2.50B
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Q: Hi there, your thoughts on VET results would be greatly appreciated?

After the 2Q results, is this still a hold going forward?

Your thoughts on oil and gas going forward are greatly appreciated, especially for VET, considering their diversified holdings in Europe?

Thanks!

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Read Answer Asked by Hussein on August 15, 2022

• Trulieve Cannabis Corp (TRUL $8.66)
  • $8.66 Cap: $1.66B
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Q: Ho hum results from Trul. Market not pouncing on it. Is this a sector issue? Within the sector do you believe Trul is still a top pick? How do you like the risk and reward possibilities over the next 2-3 years with this name? Anything stick out to you from their results? Thx as always. Great service.

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Read Answer Asked by Chris on August 15, 2022

• Luminar Technologies Inc. (LAZR)
  • Cap: $4M
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Q: THIS COMPANY SEEMS TO BE GRINDING SLOWLY TOWARDS BEING A SIGNIFICANT SUPPLIER OF DRIVER ASSIST TECHNOLOGY.
PLS. EVALUATE THEIR CURRENT POSITION AND THE DEVELOPMENT STAGE THEY NEED TO GET TO BEFORE YOU WOULD CONSIDER THEM INVESTABLE?
SECONDLY, DO THE WARRANTS OFFER ANY ADVANTAGE OVER THE COMMON STOCK?
THANKS, HUGH

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Read Answer Asked by Hugh on August 15, 2022