Investment Q&A

• Lantheus Holdings Inc. (LNTH $71.56)
  • $71.56 P/E (TTM): 19.99X Cap: $4.95B
  • View LNTH Profile
  • View Questions on LNTH

Q: Hi, I understand that lnth was participating in a conference this past weekend. Are you aware of whether the drop yesterday has anything to do with discussions/revalations at the conference?

The stock seems to move in 6% increments up or down and I find it hard to stomach, not knowing much about how competitors and the extent to which lnth may or may not enjoy a moat. Thanks,

Jason

Upvote 0

Read Answer Asked by Jason on June 27, 2023

• PHX Energy Services Corp. (PHX $8.14)
  • $8.14 P/E (TTM): 6.81X Cap: $370M
  • View PHX Profile
  • View Questions on PHX
• Source Rock Royalties Ltd. (SRR $0.85)
  • $0.85 P/E (TTM): 21.0X Cap: $38M
  • View SRR Profile
  • View Questions on SRR

Q: What are your thoughts on the following 2 Companies?

Upvote 1

Read Answer Asked by Marco on June 27, 2023

• Topicus.com Inc. (TOI $192.00)
  • $192.00 P/E (TTM): 101.79X Cap: $24.92B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $51.94)
  • $51.94 Cap: $13.32B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: If you had to choose between Topicus and Lumine for a 5 year investment which one would you pick and why? Also, what are good entry prices for both?
Thanks

Upvote 0

Read Answer Asked by Ben on June 27, 2023

• Toronto-Dominion Bank (The) (TD $101.82)
  • $101.82 P/E (TTM): 10.34X Cap: $175.38B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $61.01)
  • $61.01 P/E (TTM): 22.88X Cap: $133B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Hydro One Limited (H $48.34)
  • $48.34 P/E (TTM): 23.61X Cap: $28.99B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $11.73)
  • $11.73 P/E (TTM): 26.88X Cap: $3.43B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on June 27, 2023

• Zoetis Inc. Class A (ZTS $147.37)
  • $147.37 P/E (TTM): 26.68X Cap: $65.61B
  • View ZTS Profile
  • View Questions on ZTS

Q: Hi 5i,
May I please have your thoughts on Zoetis.
Do you feel that it is a good 3 to 5 year investment at this time? The reasons for your answer?

Thanks!

Upvote 0

Read Answer Asked by Brian on June 27, 2023

Q: I have $70,000 to invest for a 5-8 year hold. Looking for dividends and growth. What are your best suggestions? Going in a non registered account.

Upvote 0

Read Answer Asked by Catty on June 27, 2023

• Global X High Interest Savings ETF (CASH $50.06)
  • $50.06 Cap: $4.72B
  • View CASH Profile
  • View Questions on CASH

Q: I have money invested in the CASH and PSAV ETFs in registered accounts through my bank HSBC Canada. As I understand it, HSBC Canada is about to be bought by RBC. I also understand that RBC, for some reason, does not allow trading in the CASH and PSAV ETFs. If this is correct, am I at any risk or concern on this? Should I sell my CASH and PSAV ETFs before RBC takes over or just carry on as normal?

Upvote 0

Read Answer Asked by David on June 27, 2023

• First Capital Real Estate Investment Trust (FCR.UN $18.74)
  • $18.74 P/E (TTM): 18.88X Cap: $3.98B
  • View FCR.UN Profile
  • View Questions on FCR.UN

Q: Can I get your thoughts on this stock at its current price and can you comment on the managment’s strategy to divest off parts of its portfolio.

How much do you think recent sell off is stock specific vs sector

In general when would expect REITs to come back in favour

Upvote 0

Read Answer Asked by Aleem on June 27, 2023

• Trisura Group Ltd. (TSU $43.71)
  • $43.71 P/E (TTM): 19.44X Cap: $2.08B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Good day I have some extra funds to invest on an unregistered account, and looking at the above firms. Other positions in this account are all the Brookfields, DOO, GSY, KXS, TFII, CSU LMN, TOI, BYD, and DSG. Would you add these 2 or some others?
David

Upvote 0

Read Answer Asked by David on June 27, 2023

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
  • View ABST Profile
  • View Questions on ABST
  • View Reports on ABST

Q: What are your current thoughts on the proposed buy out of Absolute Software? Does there appear to be any other offer or an increased offer in sight? In 5i's opinion, should existing shareholders accept the offer as is, sell now, or Hold in hopes of the company doing well in the future?

Upvote 0

Read Answer Asked by Joyce on June 27, 2023

Q: Please suggest 5 steady growth names for a 5 year hold in a Resp. Thank you

Upvote 0

Read Answer Asked by Richard on June 27, 2023

• SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.66)
  • $91.66 Cap: $41.76B
  • View BIL Profile
  • View Questions on BIL
• Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $50.09)
  • $50.09 Cap: $293M
  • View UBIL.U Profile
  • View Questions on UBIL.U

Q: Hi,

Can you offer your words of wisdom about this product. I don't see any questions this when I searched your archives. Came across this product some time ago when a guest on BNN mentioned this.

Is this a safe place to park my USD (iTrade allows me to hold USD) Are thee any other products that are similar and less expensive? It's MER is 0.12 according to Horizon's website.
Is this okay to hold them in both registered and non registered accounts? With the long anticipated pullback on its way, I thought parking cash in USD is a way to go. Plus USD seems to weakening and may be worthwhile to buys some now?

As always many thanks in advance.

Upvote 0

Read Answer Asked by Savalai on June 27, 2023

• Axon Enterprise Inc. (AXON $751.55)
  • $751.55 P/E (TTM): 182.63X Cap: $58.50B
  • View AXON Profile
  • View Questions on AXON

Q: Hi 5i Team,
Do you still like Axon Enterprise ?
Can you suggest an entry point if so.
Thanks.

Upvote 0

Read Answer Asked by Pui on June 27, 2023

• Applied Industrial Technologies Inc. (AIT $260.20)
  • $260.20 P/E (TTM): 26.17X Cap: $9.68B
  • View AIT Profile
  • View Questions on AIT
• Atkore Inc. (ATKR $72.99)
  • $72.99 P/E (TTM): 14.12X Cap: $2.49B
  • View ATKR Profile
  • View Questions on ATKR

Q: Which one of these businesses has a better growth profile?
Thanks

Upvote 0

Read Answer Asked by Curtis on June 27, 2023

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX
• Palantir Technologies Inc. (PLTR $151.79)
  • $151.79 P/E (TTM): 667.48X Cap: $358.21B
  • View PLTR Profile
  • View Questions on PLTR

Q: What is your take on Alteryx? Is it less of a strong competitor than Palantir in the AI space? Too much debt? Not enough growth?

Upvote 0

Read Answer Asked by Michael on June 27, 2023

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
  • View QUIS Profile
  • View Questions on QUIS

Q: I would appreciate your take on the recent financing and what are sales residuals? Is the company on stronger footing now?

Upvote 0

Read Answer Asked by Scott on June 27, 2023

• American Eagle Gold Corp. (AE $0.51)
  • $0.51 Cap: $88M
  • View AE Profile
  • View Questions on AE

Q: this is a penny stock which i know you generally do not cover. i would appreciate your

comments if you could, on their recent run up, and possibly future prospects. thank you

Upvote 0

Read Answer Asked by terrance on June 27, 2023

Q: Thanks for answering my question about a moneymarketfund
The fund you suggested TDB166 is not available for purchase through TD Directinvesting as it carries trailing commission
So they gave me another fund with no trailing commissiion TDB 2915 dont know the interest on this one .
I need it for my US TSFA account .

thanks again

Margit

Upvote 0

Read Answer Asked by margit on June 27, 2023

• Lumine Group Inc. (LMN $51.94)
  • $51.94 Cap: $13.32B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: What is your opinion about the quarterly result of the company? I have a very small position and thinking of holding it.

Upvote 0

Read Answer Asked by Numa on June 27, 2023

Q: Looking for 10 top cdn divided stocks in terms of safe dividend and potential growth
Royal, TD, BNS, CIBC, BCE, TELUS, ENBRIDGE, TRP, EIF, and Pembina
Would you take any of these off the list and add another, and why?
Thank you for your ongoing assistance

Upvote 0

Read Answer Asked by Michael on June 26, 2023