Investment Q&A

• Alphabet Inc. (GOOG $234.16)
  • $234.16 P/E (TTM): 25.07X Cap: $2.83T
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Would you sell GOOG at a loss to buy NVEI for growth?
Peter

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Read Answer Asked by Peter on March 06, 2023

• Aecon Group Inc. (ARE $20.83)
  • $20.83 P/E (TTM): 60.46X Cap: $1.31B
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Q: Hi 5i Team,

If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.

Thanks as always.

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Read Answer Asked by Pui on March 06, 2023

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $55.58)
  • $55.58 P/E (TTM): 9.2X Cap: $4.28B
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Q: Any thoughts about VDY as a long term hold in my RRSP

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Read Answer Asked by David on March 06, 2023

• MEG Energy Corp. (MEG $29.02)
  • $29.02 P/E (TTM): 6.35X Cap: $7.38B
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• Baytex Energy Corp. (BTE $3.03)
  • $3.03 P/E (TTM): 6.45X Cap: $2.32B
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Q: Just a quick question. I have a TFSA and hold a few volatile companies that I like to trade. I have followed technical analysis for 40 years. I have read that a YFSA account can be taxed if there is too frequent trading. Is this true? And at what point will the trading be to frequent?
Thank You

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Read Answer Asked by Ronald on March 06, 2023

• Lowe's Companies Inc. (LOW $273.02)
  • $273.02 P/E (TTM): 22.33X Cap: $153.11B
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• Philip Morris International Inc (PM $162.72)
  • $162.72 P/E (TTM): 30.65X Cap: $253.28B
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• Restaurant Brands International Inc. (QSR $85.60)
  • $85.60 P/E (TTM): 23.81X Cap: $39.72B
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• Blackstone Inc. (BX $173.30)
  • $173.30 P/E (TTM): 45.82X Cap: $127.73B
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• Wyndham Hotels & Resorts Inc. (WH $87.90)
  • $87.90 P/E (TTM): 20.27X Cap: $6.59B
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Q: Hi Guys
Can you list a few U.S. stocks with attractive Free cash flow Yields ( using EV instead of MCAP) preferably with stable cash flows, that trade at attractive Forward P/E ratios.
Looking also for a decent dividend. I was pondering IBM, their interest coverage looks decent, but their Total Debt/EBITDA looks a bit high at 4.0x
Thanks Gord

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Read Answer Asked by Gordon on March 06, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $48.50)
  • $48.50 P/E (TTM): 83.84X Cap: $23.71B
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• Lundin Mining Corporation (LUN $16.17)
  • $16.17 Cap: $13.84B
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• Capstone Copper Corp. (CS $9.99)
  • $9.99 P/E (TTM): 71.95X Cap: $7.61B
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• ROBO Global Robotics and Automation Index ETF (ROBO $64.71)
  • $64.71 P/E (TTM): 16.6X Cap: $1.12B
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• GLOBAL X FDS (BOTZ $34.11)
  • $34.11 P/E (TTM): 33.98X Cap: $2.88B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $97.25)
  • $97.25 P/E (TTM): 178.95X Cap: $1.25B
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Q: What are your preferences for copper producers?
Is there an ETF that specialises in AI?

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Read Answer Asked by Anthony on March 06, 2023

• Amazon.com Inc. (AMZN $235.84)
  • $235.84 P/E (TTM): 35.42X Cap: $2.51T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.90)
  • $201.90 P/E (TTM): 82.93X Cap: $262.34B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $141.20)
  • $141.20 P/E (TTM): 18.19X Cap: $326.07B
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Q: I own SHOP, AMZN and BABA and might be a bit overweight in the online shopping space. I am thinking it might be wise to dump one of the three. SHOP is the smallest weighting of the three thanks to it's spectacular decline from where I purchased. All are in regestered accounts so no tax considerations. How would you rank these three against each other today and if you were going to drop one which one would it be?

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Read Answer Asked by Steven on March 06, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: How were their latest quarterly results ? Do interest rates affect them yet if they don’t have bonds maturing for a while ?

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Read Answer Asked by Ian on March 06, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Can you please give us your comments on earnings and how you currently feel about the stock.

Sheldon

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Read Answer Asked by Sheldon on March 06, 2023

• Snowflake Inc. (SNOW $226.52)
  • $226.52 Cap: $76.74B
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Q: PLEASE COMMENT ON SNOWFLAKE'S LATEST RESULTS AND IS NOW A GOOD TIME TO BUY IT

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Read Answer Asked by John on March 06, 2023

• Jamieson Wellness Inc. (JWEL $36.95)
  • $36.95 P/E (TTM): 28.4X Cap: $1.53B
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Q: Do you believe the current price weakness in Jamieson Wellness Inc. after the release of the Q4 2022 results presents a buying opportunity, or do you suspect that there could be further downside? Thank You

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Read Answer Asked by Andrew on March 06, 2023

• Black Diamond Group Limited (BDI $11.74)
  • $11.74 P/E (TTM): 23.39X Cap: $773M
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Q: Peter and His Wonder Team
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.

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Read Answer Asked by Ernest on March 06, 2023

• Stem Inc. Class A (STEM $13.50)
  • $13.50 Cap: $112M
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Q: I just read your January comments on this company and wonder if you are feeling any more positive about this company now.
Thanks for your response. Lesley

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Read Answer Asked by Lesley on March 06, 2023

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Recieved a notice to vote against the takeover. Several reasons were given but not sure how to validate them to make a proper vote. Would you know any further information why a select number of insiders appear to have made a different deal.

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Read Answer Asked by Tim on March 06, 2023

• TC Energy Corporation (TRP $71.65)
  • $71.65 P/E (TTM): 17.61X Cap: $74.46B
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Q: Robert Gill of Goodreid Investment Counsel had a bullish opinion on TC Energy in today's Globe. Recent opinions on TRP from 5i are less bullish. Do Gill's opinion or numbers do anything to change your opinion? ENB is my long term hold in the sector,  TRP would be a 'clip the coupon  while awaiting some reversion to mean on the share price' type holding.  
A related question: With these high debt utility type stocks, how great are the risks we go into multi year period of higher interest rates? 
Thank You.

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Read Answer Asked by Tim on March 06, 2023

Q: Hi 5i,
Is there a way to know if Morgan Stanley issued the recent unsecured note at 12% for one year to Novo Integrated Sciences (a US micro cap in the health sciences sector)?
Tia

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Read Answer Asked by Kat on March 06, 2023

• Lithium Americas Corp. (LAC $4.09)
  • $4.09 Cap: $988M
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Q: Hi How is lac going to finance the construction of their lithium project ?
Thanks lots

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Read Answer Asked by Alan on March 06, 2023

• Blackstone Inc. (BX $173.30)
  • $173.30 P/E (TTM): 45.82X Cap: $127.73B
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Q: Hi All at 5i!
I own BX and am up 100%. It is a long term hold for me, but in the National Post this weekend there was a short paragraph stating that it defaulted on a $562 million dollar bond. Is this s problem or purposeful decision? Cheers, Tamara

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Read Answer Asked by Tamara on March 06, 2023

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.97)
  • $99.97 Cap: $2.14B
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• Vanguard Balanced ETF Portfolio (VBAL $35.89)
  • $35.89 P/E (TTM): 15.14X Cap: $3.83B
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Q: I have $30,000 extra in my RRSP this year. I am looking for very strong companies that pay a good dividend and low risk even if they are ETF's. Thanks again

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Read Answer Asked by wilson on March 06, 2023

Q: For TFSA, I'm thinking of TOI or ENGH. What would you recommend? or any other suggestion? thanks, Fooklin

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Read Answer Asked by Fooklin on March 06, 2023