Investment Q&A

• QUALCOMM Incorporated (QCOM $165.30)
  • $165.30 P/E (TTM): 16.35X Cap: $178.35B
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• AbbVie Inc. (ABBV $223.16)
  • $223.16 P/E (TTM): 105.56X Cap: $394.22B
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• Honeywell International Inc. (HON $209.28)
  • $209.28 P/E (TTM): 23.68X Cap: $132.87B
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• JPMorgan Chase & Co. (JPM $315.69)
  • $315.69 P/E (TTM): 16.21X Cap: $868.06B
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• Williams Companies Inc. (The) (WMB $63.97)
  • $63.97 P/E (TTM): 32.33X Cap: $78.11B
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• Exxon Mobil Corporation (XOM $114.22)
  • $114.22 P/E (TTM): 16.65X Cap: $486.94B
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Q: I was interested in 5 U.S. stocks for a rif. Divs should be high with some risk is ok bit solid long term. Thx

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Read Answer Asked by JAMES on November 03, 2022

• Acadian Timber Corp. (ADN $16.78)
  • $16.78 P/E (TTM): 21.48X Cap: $304M
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Q: With the recent price decline I am looking to add ADN to my income portfolio. Can you provide comment on recent earnings. What, if any, risk to the dividend?

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Read Answer Asked by Dave on November 03, 2022

• Waste Management Inc. (WM $219.43)
  • $219.43 P/E (TTM): 32.4X Cap: $88.39B
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Q: Hi 5i guys,
I have held the Industrial sector stock WM for about 6 months.
One would think that WM would have rebounded somewhat over
the last month but has slowly been loosing ground.
What do you account this to ?
Please provide reasons and should I continue to hold?
Thanks as always.

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Read Answer Asked by STEVEN on November 03, 2022

• eXp World Holdings Inc. (EXPI $11.12)
  • $11.12 Cap: $1.74B
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Q: What are your thoughts on EXPI after todays earnings release? The stock has been punished this year with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down or hold and do nothing?thx

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Read Answer Asked by Adam on November 03, 2022

Q: hey guys i currently am holding enbridge and dollorama on a neither are doing overly well but holding and both have good dividends i was wondering what your opinion would be on a switch to TRP and JWEL I realize in the current atmoshere returns will not be great but both carry a decent dividend
thanks as always for a great service

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Read Answer Asked by michael on November 03, 2022

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.11)
  • $19.11 P/E (TTM): 98.89X Cap: $1.85B
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Q: Hi 5i,

Would appreciate your take on GOOS recent earnings and future prospects over the next 5+ years.

Can GOOS continue to grow with weakening and potentially hostile Chinese market? Is the worst already baked in?

Thanks in advance!

Greg C.

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Read Answer Asked by GREGORY on November 03, 2022

Q: I am interested in purchasing a Canadian renewable energy company, for an investment income-focused portfolio (retired individual); prefer eligible dividend (eg, BEPC vs BEP.UN). Anyways, among 3 options listed (AQN, BEPC, NPI), is there one that you would favor (long-term hold for income generation)?

Ted

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Read Answer Asked by Ted on November 03, 2022

• Douglas Elliman Inc. (DOUG $2.94)
  • $2.94 Cap: $248M
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Q: Could I have your thoughts on this company as a mid-term (3+ yrs) hold in an aggressive TFSA.

Thank you!

Marc.

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Read Answer Asked by Marc on November 03, 2022

• Devon Energy Corporation (DVN $35.52)
  • $35.52 P/E (TTM): 8.29X Cap: $22.54B
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Q: Hi,
I'd be very interested in your take on the earnings for DVN. The 13% drop seems excessive to me, however I expect there was something in the earnings that I missed, but rang alarm bells for others?
Thanks for your insightful work!
Dawn

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Read Answer Asked by Dawn on November 03, 2022

• ON Semiconductor Corporation (ON $49.76)
  • $49.76 P/E (TTM): 46.88X Cap: $20.35B
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Q: Could you comment on earnings, what are the important takeaways here?

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Read Answer Asked by Harry on November 03, 2022

• B2Gold Corp. (BTO $6.91)
  • $6.91 Cap: $9.14B
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• ECN Capital Corp. (ECN $2.90)
  • $2.90 Cap: $816M
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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• WELL Health Technologies Corp. (WELL $5.16)
  • $5.16 Cap: $1.30B
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Q: Considering a tax loss sale of mmx, ecn and well. Looking for suggestions of proxies. Would bto work for mmx? For other two would waiting 30 days work any better than a proxy?

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Read Answer Asked by William Ross on November 03, 2022

• BRP Inc. Subordinate Voting Shares (DOO $84.06)
  • $84.06 Cap: $6.13B
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• goeasy Ltd. (GSY $172.94)
  • $172.94 P/E (TTM): 10.46X Cap: $2.78B
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Q: Can you recommend 6 quality TSX stocks that may be victims of tax loss selling yet be attractive opportunities? Thanks.

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Read Answer Asked by Michael on November 03, 2022

• Sun Life Financial Inc. (SLF $82.68)
  • $82.68 P/E (TTM): 15.01X Cap: $46.99B
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• Savaria Corporation (SIS $20.20)
  • $20.20 P/E (TTM): 26.35X Cap: $1.44B
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Q: Please comment on their earnings. Thank you

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Read Answer Asked by Priya on November 03, 2022

• Suncor Energy Inc. (SU $58.47)
  • $58.47 P/E (TTM): 12.74X Cap: $70.93B
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• Tourmaline Oil Corp. (TOU $62.74)
  • $62.74 P/E (TTM): 15.74X Cap: $23.50B
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Q: Please comment on Suncor and Tourmaline results. Thanks

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Read Answer Asked by rajeev on November 03, 2022

• Savaria Corporation (SIS $20.20)
  • $20.20 P/E (TTM): 26.35X Cap: $1.44B
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Q: Please comment on Q and going forward.Txs for u usual great services & views

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Read Answer Asked by Peter on November 03, 2022

Q: I phoned TD Waterhouse last month with a question and heard a baby crying and a dog barking in the background . I have heard stories about staff in the public service preferring to continue working at home . I have a friend at in a Fortune 100 co. who has been working from her home work station . If this carryover continues , will tenants be reducing their commitments to major landlords as their space needs are reduced ?

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Read Answer Asked by Thomas on November 03, 2022

• Amazon.com Inc. (AMZN $222.17)
  • $222.17 P/E (TTM): 33.5X Cap: $2.36T
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• Meta Platforms Inc. (META $743.40)
  • $743.40 P/E (TTM): 26.99X Cap: $1.86T
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• Alphabet Inc. (GOOG $244.36)
  • $244.36 P/E (TTM): 26.35X Cap: $2.98T
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• QUALCOMM Incorporated (QCOM $165.30)
  • $165.30 P/E (TTM): 16.35X Cap: $178.35B
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• Atlassian Corporation (TEAM $165.31)
  • $165.31 Cap: $43.36B
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• Twilio Inc. Class A (TWLO $104.29)
  • $104.29 P/E (TTM): 1023.4X Cap: $16B
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• Veeva Systems Inc. Class A (VEEV $293.00)
  • $293.00 P/E (TTM): 59.73X Cap: $48.02B
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• Roku Inc. (ROKU $100.08)
  • $100.08 Cap: $14.74B
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• Teladoc Health Inc. (TDOC $8.20)
  • $8.20 Cap: $1.44B
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• Okta Inc. (OKTA $93.86)
  • $93.86 P/E (TTM): 104.78X Cap: $16.54B
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• Zscaler Inc. (ZS $296.90)
  • $296.90 Cap: $46.99B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $268.93)
  • $268.93 P/E (TTM): 27.97X Cap: $14.62B
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• Pinterest Inc. Class A (PINS $33.32)
  • $33.32 P/E (TTM): 12.0X Cap: $22.65B
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• CrowdStrike Holdings Inc. (CRWD $488.45)
  • $488.45 Cap: $122.57B
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• Unity Software Inc. (U $42.94)
  • $42.94 Cap: $18.06B
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• First Trust Cloud Computing ETF (SKYY $33.04)
  • $33.04 P/E (TTM): 35.51X Cap: $4M
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Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!

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Read Answer Asked by Neil on November 03, 2022

• Greenlane Renewables Inc. (GRN $0.28)
  • $0.28 Cap: $43M
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Q: Now that XBC is halted and possibly bankrupt how does that effect Greenlane,in a positive or negative way and your views on GRN regarding management,burn rate,growth and how they might prosper if we get another green rally ,,,,,Thanks

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Read Answer Asked by Greg on November 02, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• ECN Capital Corp. (ECN $2.90)
  • $2.90 Cap: $816M
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Q: Hi group can you comment on TCN, and ECN I HAVE BEEN BUYING ALL THE WAY DOWN 0N YOUR RECOMMENDATIONS IS IT TIME TO TAKE MY TAX LOSS,,,THANKS FOR YOUR GUIDENCE

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Read Answer Asked by Terence on November 02, 2022

• Chartwell Retirement Residences (CSH.UN $20.28)
  • $20.28 P/E (TTM): 92.23X Cap: $5.90B
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• Sienna Senior Living Inc. (SIA $18.72)
  • $18.72 P/E (TTM): 46.68X Cap: $1.72B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $68.36)
  • $68.36 P/E (TTM): 26.71X Cap: $13.24B
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• Vanguard S&P 500 Index ETF (VFV $164.34)
  • $164.34 P/E (TTM): 27.0X Cap: $26.36B
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Q: Hello Peter,
Is VFV and XSP about the same except one is hedged? I have held Sienna and Chartwell for a long time and I thought from a demographic point , they would be great long term holds.. I am down alot but the dividend is great. Are these two good long term holds or since covid, the recovery maybe too long of a time given the high interests that we see. Thanks very much

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Read Answer Asked by umedali on November 02, 2022