Investment Q&A

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
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Q: With a sale off the table there's not much positive here, but the price reflects that.
Emotionally it would be satisfying to capture some capital gains to offset my dental bills. Would you say there's little downside her, and the sale of the company is more likely with a better M&A environment?

John

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Read Answer Asked by John on May 16, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
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Q: Your thoughts after first quarter release?

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Read Answer Asked by Ross on May 16, 2023

• Constellation Software Inc. (CSU)
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Q: Hi, Do you like the Constellation earnings and its outlook ? Thank You

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Read Answer Asked by rajeev on May 16, 2023

• Edwards Lifesciences Corporation (EW)
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• Exact Sciences Corporation (EXAS)
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Q: I own both of these stocks and was considering consolidation, but only if there's some sense in doing so. The market liked the EXAS results. Are they different enough that owning both is fine? If only one, which one is better long term?

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Read Answer Asked by Brendan on May 16, 2023

• Killam Apartment Real Estate Investment Trust (KMP.UN)
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Q: Can you comment on Killam’s recent quarterly results and how they compared with street expectations please. Also how do they compare to similar sized peers like inter rent? Is it a good buy for the multi-residential space? And what do you think of adding to this space now in the macro cycle? Thanks

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Read Answer Asked by Scott on May 16, 2023

• Costco Wholesale Corporation (COST)
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• Dollar General Corporation (DG)
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• Loblaw Companies Limited (L)
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• Metro Inc. (MRU)
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• Alimentation Couche-Tard Inc. (ATD)
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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• Five Below Inc. (FIVE)
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• Vanguard Consumer Staples ETF (VDC)
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Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.

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Read Answer Asked by Kevin on May 16, 2023

• Bank of Nova Scotia (The) (BNS)
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Q: Hello 5i team,
I currently hold BNS in my TFSA for income. I wanted to add more given the recent downgrade of some CAN banks. Is the downgrade given as a result of US banking turmoil and recession anticipation (South American exposure in BNS's case)?

How stable is the dividend very long term? Do you think there will be an increase in the coming quarter/annual results? I have asked this before but would like to know what the pulse is for it's payout.

Thank you,
Andrew

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Read Answer Asked by Andrew on May 16, 2023

• Cathedral Energy Services Ltd. (CET)
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Q: Peter and His Wonder Team
CET is crashing...is it 1st Q. results, there long term fundamentals, the energy sector...or all three. Your opinion please! Thank you...you are always helpful.

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Read Answer Asked by Ernest on May 16, 2023

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: For those of us who decided to hold our EGLX could you comment on Q1? The new CEO sounds pretty excited about the "transformation" and the future. What is your take here going forward?

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Read Answer Asked by Harry on May 16, 2023

• ECN Capital Corp. (ECN)
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Q: Is there any update on the strategic review? I am particularly interested in the liquidity issues, after reviewing the last financial statements.
Thank you!

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Read Answer Asked by Sigrid on May 16, 2023

• ECN Capital Corp. (ECN)
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Q: Peter; So a big miss? Anything good ? Thanks.
Rod

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Read Answer Asked by Rodney on May 16, 2023

• Ravelin Properties REIT (SOT.UN)
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Q: The bottom fell ot of this quite dramatically during Mar'23. What happened and would you dump it, sit on it or double-down?

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Read Answer Asked by DAVE on May 16, 2023

• Hamilton Canadian Bank Equal-Weight Index ETF (HEB)
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Q: Hi Peter, Ryan, and Team,

Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.

In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.

Would you buy some HEB at this time?

Thanks as always for your valued perspective.

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Read Answer Asked by Jerry on May 16, 2023

• Dye & Durham Limited (DND)
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Q: DND is doing a Dutch auction at not less than $17.00 and it is now trading at $16.10. What??

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Read Answer Asked by Edgar on May 16, 2023

• CI Financial Corp. (CIX)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: i own FSZ primarily for the dividend. would you consider switching to CIX now?

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Read Answer Asked by Robert on May 16, 2023

• NeoGames S.A. (NGMS)
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Q: I'm thinking of selling my shares immediately at a small discount as it appears there can be no new bidders due to ;
"61% of NeoGames’ outstanding shares, have executed a support agreement with Aristocrat pursuant to which they have irrevocably agreed to vote in favor of the Transaction."
Your opinion please.

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Read Answer Asked by sandy on May 16, 2023

• AAON Inc. (AAON)
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• Interparfums Inc. (IPAR)
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Q: Which of AAON or IPAR do you prefer?

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Read Answer Asked by Patrick on May 16, 2023

• Altus Group Limited (AIF)
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• illumin Holdings Inc. (ILLM)
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Q: At today’s prices, which of ILLM and AIF would you prefer as a long term investment for quality and growth?

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Read Answer Asked by David on May 16, 2023

Q: Peter, could I get your analysis of this company?

Many thanks for your great service.

David

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Read Answer Asked by David on May 16, 2023

• Electra Battery Materials Corporation (ELBM)
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Q: Why the big drop lately. Is the company still viable. Any recommendations to hold on. Thanks.

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Read Answer Asked by Francis on May 16, 2023