Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $67.78)
  • $67.78 P/E (TTM): 11.04X Cap: $3.60B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.29)
  • $13.29 P/E (TTM): 30.35X Cap: $3.90B
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Q: Was thinking of selling Boardwalk Reit, what would options to potential replace it within REIT space?

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Read Answer Asked by Maurice on August 02, 2023

• Lithium Americas Corp. (LAC $6.20)
  • $6.20 Cap: $1.88B
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• American Lithium Corp. (LI $0.68)
  • $0.68 Cap: $226M
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Q: Can you provide any update information on LI. It was looking good in Jan./23 but has fallen . Is it a hold or can you compare it to LAC.

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Read Answer Asked by John on August 02, 2023

• Vanguard Balanced ETF Portfolio (VBAL $37.79)
  • $37.79 P/E (TTM): 6.89X Cap: $4.77B
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Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom

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Read Answer Asked by Tom on August 02, 2023

• ON Semiconductor Corporation (ON $71.96)
  • $71.96 P/E (TTM): 249.0X Cap: $28.45B
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Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

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Read Answer Asked by Marco on August 02, 2023

• Total Energy Services Inc. (TOT $17.52)
  • $17.52 P/E (TTM): 10.82X Cap: $635M
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Q: For a one or two percent short term speculative play---what can you say about Total Energy---- TOT---- to use the possible energy wave for a little ride?

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Read Answer Asked by joe on August 02, 2023

• Atkore Inc. (ATKR $66.48)
  • $66.48 Cap: $2.24B
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Q: Good day everyone your thoughts on ATKR
Thanks

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Read Answer Asked by George on August 02, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.06)
  • $36.06 P/E (TTM): 20.57X Cap: $848M
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• TerraVest Industries Inc. (TVK $147.88)
  • $147.88 Cap: $3.20B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.85)
  • $200.85 P/E (TTM): 31.2X Cap: $2.39B
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Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.

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Read Answer Asked by Ken on August 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $123.18)
  • $123.18 Cap: $14.21B
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 112.33X Cap: $859M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $83.73)
  • $83.73 P/E (TTM): 720.22X Cap: $6.95B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

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Read Answer Asked by Chris on August 02, 2023

• PPL Corporation (PPL $37.57)
  • $37.57 P/E (TTM): 25.55X Cap: $27.79B
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• Southern Company (The) (SO $92.00)
  • $92.00 P/E (TTM): 23.62X Cap: $103.73B
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• Fortis Inc. (FTS $77.71)
  • $77.71 P/E (TTM): 22.18X Cap: $39.43B
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• Hydro One Limited (H $57.34)
  • $57.34 P/E (TTM): 26.06X Cap: $34.39B
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• Atmos Energy Corporation (ATO $180.24)
  • $180.24 P/E (TTM): 23.37X Cap: $29.11B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.51)
  • $60.51 Cap: $20.52B
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Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

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Read Answer Asked by Keith on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.10)
  • $71.10 P/E (TTM): 33.43X Cap: $114.52B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• 1CM Inc. (EPIC $0.16)
  • $0.16 Cap: $15M
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Q: Hi Guys,

Thoughts on this company?

Thanks,

Jim

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Read Answer Asked by jim on August 01, 2023

• SoFi Technologies Inc. (SOFI $19.51)
  • $19.51 P/E (TTM): 35.02X Cap: $24.56B
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Q: Hi, Could you please comment on SOFI earnings. Thank you

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Read Answer Asked by francis on August 01, 2023

• goeasy Ltd. (GSY $123.17)
  • $123.17 P/E (TTM): 8.85X Cap: $1.97B
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• Topicus.com Inc. (TOI $83.73)
  • $83.73 P/E (TTM): 720.22X Cap: $6.95B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
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• Eli Lilly and Company (LLY $1,036.05)
  • $1,036.05 P/E (TTM): 45.32X Cap: $977.36B
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• United Rentals Inc. (URI $863.28)
  • $863.28 P/E (TTM): 22.52X Cap: $54.38B
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• Berkshire Hathaway Inc. (BRK.B $503.41)
  • $503.41 P/E (TTM): 15.91X Cap: $1.08T
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Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR

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Read Answer Asked by John on August 01, 2023

• Mullen Group Ltd. (MTL $17.01)
  • $17.01 P/E (TTM): 16.09X Cap: $1.63B
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• Russel Metals Inc. (RUS $47.56)
  • $47.56 P/E (TTM): 16.18X Cap: $2.66B
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• Savaria Corporation (SIS $25.18)
  • $25.18 P/E (TTM): 29.29X Cap: $1.80B
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• Exchange Income Corporation (EIF $99.70)
  • $99.70 P/E (TTM): 36.41X Cap: $5.33B
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• Wajax Corporation (WJX $30.09)
  • $30.09 P/E (TTM): 14.06X Cap: $654M
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• Doman Building Materials Group Ltd. (DBM $10.47)
  • $10.47 P/E (TTM): 11.36X Cap: $917M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $69.50)
  • $69.50 P/E (TTM): 25.82X Cap: $13.81B
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• Vanguard S&P 500 Index ETF (VFV $165.70)
  • $165.70 P/E (TTM): 26.01X Cap: $28.10B
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• iShares Core Equity ETF Portfolio (XEQT $41.28)
  • $41.28 P/E (TTM): 13.67X Cap: $14.24B
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Q: Hi there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!

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Read Answer Asked by Michael on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $18.62)
  • $18.62 P/E (TTM): 23.83X Cap: $29.06B
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• Capital Power Corporation (CPX $62.22)
  • $62.22 P/E (TTM): 21.65X Cap: $9.68B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023

• TFI International Inc. (TFII $164.90)
  • $164.90 P/E (TTM): 31.38X Cap: $13.56B
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Q: Can you comment on TFII'e earrings? Thanks. - Jeff

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Read Answer Asked by Jeff on August 01, 2023

• Great-West Lifeco Inc. (GWO $63.15)
  • $63.15 P/E (TTM): 14.11X Cap: $57.23B
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Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

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Read Answer Asked by Jacques on August 01, 2023