Investment Q&A

• Wheaton Precious Metals Corp. (WPM $132.39)
  • $132.39 P/E (TTM): 55.14X Cap: $60.09B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $45.06)
  • $45.06 P/E (TTM): 22.61X Cap: $16.30B
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• MAG Silver Corp. (MAG $32.71)
  • $32.71 P/E (TTM): 24.26X Cap: $3.39B
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Q: As a proxy for a tax loss sale on PAAS what would be your three top choices today.

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Read Answer Asked by William Ross on August 12, 2021

Q: Hi Guys
Can you comment on the ETF " FRDM"
this etf seems interesting, in their unique approach in terms of the countries that are selected .
Thanks!

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Read Answer Asked by Gordon on August 12, 2021

• Calian Group Ltd. (CGY $48.49)
  • $48.49 Cap: $550M
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Q: Can you comment on recent results for CGY. What do you think of the company and valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Adcore Inc. (ADCO $0.26)
  • $0.26 Cap: $14M
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Q: This company seems to be moving in the right direction. Good growth and what looks to be a strong outlook. Could you weigh in on the valuation and recent results?

Thanks.

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Read Answer Asked by Robert on August 12, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Chartwell Retirement Residences (CSH.UN $18.09)
  • $18.09 P/E (TTM): 82.95X Cap: $5.26B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
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• Main Street Capital Corporation (MAIN $64.00)
  • $64.00 P/E (TTM): 11.44X Cap: $5.72B
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• Gladstone Investment Corporation (GAIN $13.98)
  • $13.98 P/E (TTM): 6.48X Cap: $536M
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• Stag Industrial Inc. (STAG $36.40)
  • $36.40 P/E (TTM): 28.94X Cap: $6.79B
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• Pembina Pipeline Corp. (Canada) (PBA $37.81)
  • $37.81 P/E (TTM): 17.77X Cap: $21.96B
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Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

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Read Answer Asked by D on August 12, 2021

• Pan American Silver Corp. (PAAS $45.06)
  • $45.06 P/E (TTM): 22.61X Cap: $16.30B
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Q: Can you please comment on earnings. I'm down here and I believe it missed estimates last quarter as well.

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Read Answer Asked by David on August 12, 2021

• Victorias Secret & Co. (VSCO $21.76)
  • $21.76 P/E (TTM): 11.3X Cap: $1.76B
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Q: What is your opinion on Victoria secret growth?

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Read Answer Asked by Francois on August 12, 2021

• DigitalOcean Holdings Inc. (DOCN $31.08)
  • $31.08 P/E (TTM): 23.89X Cap: $2.82B
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Q: Your recent comments about this company seem to generally be positive. Trading volumes seem to have increased in the last few weeks which seems good. Can I get your thoughts on the quarterly results released August 5th? Thanks.

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Read Answer Asked by Marco on August 12, 2021

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: I like the recent q report. The stock still seems underpriced compared to similar US companies which may be a good comparable as almost all of its growth is coming from the US business. It looks like the street is taking more interest. Your thoughts please.

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Read Answer Asked by Murray on August 12, 2021

• Ag Growth International Inc. (AFN $42.00)
  • $42.00 Cap: $789M
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Q: At first glance, the AG Growth International earnings did not look that bad. But the market does not think so. What are your thoughts?

Thanks

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Read Answer Asked by Tom on August 12, 2021

• CAE Inc. (CAE $37.05)
  • $37.05 P/E (TTM): 29.33X Cap: $11.88B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on August 12, 2021

• ECN Capital Corp. (ECN $2.87)
  • $2.87 Cap: $807M
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Q: I wanted to ask about one more point on the ECN division sale. Assuming the deal close they are getting 2B US$. Only 1.5B of that is being used to pay out 7.50 CAD per share. This means there is 500M US (about $2.50 CAD per share) being added to the company. So at current price of 10.65 the other half of the company is being valued at 65 cents. Is this correct?

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Read Answer Asked by Mike on August 12, 2021

• BSR Real Estate Investment Trust (HOM.UN $17.37)
  • $17.37 Cap: $677M
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Q: Can you comment on BSR reits latest results please. The stock has been on fire and results looked good to me. Is it a decent buy today? How does it compare with peers? Valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Americold Realty Trust Inc. (COLD $15.48)
  • $15.48 Cap: $4.40B
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Q: Would you have an opinion on this reit in the U.S. THANKS

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Read Answer Asked by John on August 12, 2021

Q: Your thoughts on Brookfield's quarter please?

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Read Answer Asked by John on August 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $79.61)
  • $79.61 Cap: $5.82B
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• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.57X Cap: $3.36B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $78.70)
  • $78.70 P/E (TTM): 39.9X Cap: $9.03B
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• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.23B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.31B
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 84.24X Cap: $14.73B
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Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

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Read Answer Asked by Elliott on August 12, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 21.52X Cap: $702M
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Q: thoughts on the quarter please? Thx

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Read Answer Asked by blake on August 12, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you please give your assessment of the quarterly results.

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Read Answer Asked by Bruce on August 12, 2021

• ECN Capital Corp. (ECN $2.87)
  • $2.87 Cap: $807M
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Q: Hi 5i team,
Re ECN, which is in the ‘growth portfolio’, is the special dividend of $7.50 per share only payable to shareholders which are on the book as of Aug 10, 2021? Shares purchased after Aug 10 would not be entitled to this special dividend? Thanks.

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Read Answer Asked by Willie on August 12, 2021

• ECN Capital Corp. (ECN $2.87)
  • $2.87 Cap: $807M
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Q: What is the reasonable counter-argument to using my 10% cash holding to buy ECN for the special dividend? It's a good company so I'm fine holding after to ride out any market volatility, and it doesn't seem to have any especially severe company risk compared to peers...

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Read Answer Asked by Rick on August 12, 2021