Investment Q&A

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.42)
  • $19.42 P/E (TTM): 26.34X Cap: $1.86B
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Q: Can you give me your top five January bounce picks from the growth portfolio.

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Read Answer Asked by Steve on December 15, 2022

• Miscellaneous (MISC)
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Q: Dear 5i friends,
Your market report on December 13 is simply excellent!
Monthly reports are very interesting taken in isolation, but the synthesis of the four reports in the past year put in a perspective like this is a real eye opener.
Thank you very much.

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Read Answer Asked by Iulian on December 15, 2022

• ING Group N.V. (ING $22.88)
  • $22.88 P/E (TTM): 11.8X Cap: $71.66B
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Q: What is your current view on ING? Is the dividend safe?

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Read Answer Asked by Jacques on December 15, 2022

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.97)
  • $37.97 P/E (TTM): 5.74X Cap: $1.05B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.62)
  • $52.62 P/E (TTM): 14.74X Cap: $3.02B
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Q: Good morning,

I'm looking at selling my VDY holding to harvest some capital losses. I would appreciate your recommendation on a suitable proxy until I can buy back VDY in 30 days.
Thanks

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Read Answer Asked by Francesco on December 15, 2022

• Miscellaneous (MISC)
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Q: How much emphasis do you guys place on companies cash flow statement when much of the cash from operations is a result of adding back Depreciation &amortization, plus stock based compensation. Seems kind of misleading to me.
Thanks Gord

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Read Answer Asked by Gordon on December 15, 2022

• Power Corporation of Canada Subordinate Voting Shares (POW $54.20)
  • $54.20 P/E (TTM): 13.05X Cap: $34.85B
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Q: POWER CORP. stock has been in the doldrums for the past 20 years as the second generation Desmarais family seemed content to basically live off what their father had developed. Now that the third generation is involved we have significant moves with the simplifying of the corporate structure and then the creation of Wealthsimple and also their involvement in tech joint ventures.

When younger, I felt the stock did not offer enough growth for my purposes ; now that I am retired I am looking at it as a solid dividend paying company having a new management with more of a growth oriented focus. Is this an accurate take on Power ? Thanks. Derek

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Read Answer Asked by Derek on December 15, 2022

• Medical Properties Trust Inc. (MPW $4.04)
  • $4.04 Cap: $2.45B
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Q: What are your thoughts on MPW and the sustainability of its current dividend? I own a small position and am tempted to buy more. Thanks

al

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Read Answer Asked by alex on December 15, 2022

• Bank of Nova Scotia (The) (BNS $76.02)
  • $76.02 P/E (TTM): 15.88X Cap: $94.36B
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• Constellation Software Inc. (CSU $4,913.76)
  • $4,913.76 P/E (TTM): 104.1X Cap: $104.49B
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• Descartes Systems Group Inc. (The) (DSG $142.90)
  • $142.90 P/E (TTM): 63.41X Cap: $12.36B
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• TFI International Inc. (TFII $120.91)
  • $120.91 P/E (TTM): 19.52X Cap: $10.17B
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• Kinaxis Inc. (KXS $200.96)
  • $200.96 P/E (TTM): 432.13X Cap: $5.65B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.61)
  • $175.61 P/E (TTM): 104.34X Cap: $226.21B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $74.76)
  • $74.76 P/E (TTM): 37.84X Cap: $8.63B
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• Topicus.com Inc. (TOI $191.06)
  • $191.06 P/E (TTM): 101.79X Cap: $25.28B
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Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks

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Read Answer Asked by jim on December 15, 2022

• Kinaxis Inc. (KXS $200.96)
  • $200.96 P/E (TTM): 432.13X Cap: $5.65B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• goeasy Ltd. (GSY $176.32)
  • $176.32 P/E (TTM): 11.38X Cap: $2.85B
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• ECN Capital Corp. (ECN $3.02)
  • $3.02 P/E (TTM): 109.51X Cap: $844M
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• Axon Enterprise Inc. (AXON $750.38)
  • $750.38 P/E (TTM): 182.63X Cap: $58.86B
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• InMode Ltd. (INMD $13.97)
  • $13.97 Cap: $966M
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• Celsius Holdings Inc. (CELH $43.57)
  • $43.57 P/E (TTM): 134.64X Cap: $11.45B
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Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?

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Read Answer Asked by Chris on December 15, 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 $3.02)
  • $3.02 P/E (TTM): 109.51X Cap: $844M
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Q: tcn, ecn
what is your option on owning these stocks for 3 year period or longer
thanks

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Read Answer Asked by gabriel on December 15, 2022

• Brookfield Corporation Class A Limited Voting Shares (BN $90.79)
  • $90.79 P/E (TTM): 240.69X Cap: $152.08B
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Q: Apologize for another Brookfield question, but like many others on here I'm confused with what happened with BAM.A
If this was a reverse split of 1-4, shouldn't the price of the stock have gone up (before trading)?

I had 400 BAM.A and now have 100 BAM for under $40 and BN isn't showing up in my account yet. The Investorline trader says he sees 100 BN in my account, so it should show up soon.
So 400 shares turns into 200 shares and unless BN is a lot more than BAM, this split is not looking right.

I know I'm probably missing something, but so far I don't get it.

thanks for any help,

Paul

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Read Answer Asked by Paul on December 15, 2022

• Global X Active Canadian Dividend ETF (HAL $22.84)
  • $22.84 P/E (TTM): 19.33X Cap: $137M
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• iShares Canadian Select Dividend Index ETF (XDV $34.66)
  • $34.66 P/E (TTM): 18.46X Cap: $1.94B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.97)
  • $37.97 P/E (TTM): 5.74X Cap: $1.05B
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Q: "Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?"
Sorry to repeat the question..
Concerning this recent question,I meant : a CDN ETF composed of Canadian stocks only,since the selection method of US stocks for SCHD is excellent,I wonder if there is a best Canadian ETF equivalent for CDN stocks

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Read Answer Asked by Jean-Yves on December 15, 2022

• IBC Advanced Alloys Corp. (IB $0.06)
  • $0.06 Cap: $6M
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Q: Not even sure why I bought this company many years ago but with the recent drop wondering if its an opportunity to buy more. What's your view on their financial situation?

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Read Answer Asked by Brendon on December 15, 2022

Q: My biggest loosers are TCN,ECN,SHOPIFY,WELL,WFG, NOT MENTIONING LOWER LOSSES STOCKS, wHICH ONE SHOULD BE SOLD AND WHICH ONE TO BUY AFTER 30 DAYS.

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Read Answer Asked by Nizar on December 15, 2022

• Financial Select Sector SPDR (XLF $52.44)
  • $52.44 P/E (TTM): 42.83X Cap: $51.22B
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• iShares U.S. Financials ETF (IYF $122.10)
  • $122.10 P/E (TTM): 43.39X Cap: $4.08B
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• Vanguard Financials ETF (VFH $128.21)
  • $128.21 P/E (TTM): 42.6X Cap: $12.10B
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Q: Good morning,

My holding of XLF is down quite a bit and although I[m still positive on the US Financial sector in the long term, I'm thinking of selling XLF in my US Non registered account to harvest some capital losses for the 2022 tax year. I would appreciate your thoughts on the following two questions:

Q1. What are your thoughts on the US Financial sector for the next few years;

Q2. Would you kindly recommend a suitable proxy for my XLF holding that I could purchase on the US stock exchange.

Thank you and I'll await your sage advice.

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Read Answer Asked by Francesco on December 15, 2022

• WSP Global Inc. (WSP $284.61)
  • $284.61 P/E (TTM): 52.77X Cap: $37.70B
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• Stantec Inc. (STN $152.90)
  • $152.90 P/E (TTM): 45.89X Cap: $17.53B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.74)
  • $11.74 P/E (TTM): 26.88X Cap: $3.38B
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• ECN Capital Corp. (ECN $3.02)
  • $3.02 P/E (TTM): 109.51X Cap: $844M
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Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks

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Read Answer Asked by gabriel on December 15, 2022

• Tesla Inc. (TSLA $329.00)
  • $329.00 P/E (TTM): 181.13X Cap: $1.06T
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Q: Tsla keeps falling, what would be a great entry price to get in and Tsla is a good long term hold stock? Many thanks

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Read Answer Asked by Hue on December 15, 2022

• Kinaxis Inc. (KXS $200.96)
  • $200.96 P/E (TTM): 432.13X Cap: $5.65B
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• goeasy Ltd. (GSY $176.32)
  • $176.32 P/E (TTM): 11.38X Cap: $2.85B
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• ECN Capital Corp. (ECN $3.02)
  • $3.02 P/E (TTM): 109.51X Cap: $844M
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• WELL Health Technologies Corp. (WELL $4.69)
  • $4.69 Cap: $1.15B
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• Axon Enterprise Inc. (AXON $750.38)
  • $750.38 P/E (TTM): 182.63X Cap: $58.86B
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• InMode Ltd. (INMD $13.97)
  • $13.97 Cap: $966M
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• Azenta Inc. (AZTA $31.46)
  • $31.46 Cap: $1.46B
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• Sensus Healthcare Inc. (SRTS $4.58)
  • $4.58 P/E (TTM): 41.73X Cap: $71M
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Q: In anticipation of a January small cap bounce, please recommend 4 Cnd and 4 US stocks to start to track now. Thanks for your continued guidance,

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Read Answer Asked by Rob on December 15, 2022

• Franco-Nevada Corporation (FNV $213.27)
  • $213.27 P/E (TTM): 48.35X Cap: $40.82B
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• Agnico Eagle Mines Limited (AEM $167.35)
  • $167.35 P/E (TTM): 25.1X Cap: $81.24B
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Q: I will selling AEM for tax loss reason and would FNV be a good replacement or no need for 31 days or would you suggest a different name for proxy for AEM?

Thanks

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Read Answer Asked on December 15, 2022

• Franco-Nevada Corporation (FNV $213.27)
  • $213.27 P/E (TTM): 48.35X Cap: $40.82B
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• Wheaton Precious Metals Corp. (WPM $124.90)
  • $124.90 P/E (TTM): 64.6X Cap: $55.03B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: With you getting rid of MMX from your model portfolio, what replacement for gold exposure would you prefer? I like the royalty model.

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Read Answer Asked by Max on December 15, 2022