Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: Hi folks
There hasnt been a question about SE for awhile now. What are your current thoughts on this stock?Today (Monday) has some heavy trading but it is way down off its highs of course. Would you be a buyer?
Thank you for your steady guidance in these volatile times.

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Read Answer Asked by El-ann on August 16, 2022

• TFI International Inc. (TFII)
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Q: TFII has jumped significantly in the last 6 weeks or so. Do you think this current momentum will continue or time to trim? Thank you for your excellent service.

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Read Answer Asked by Leonard on August 16, 2022

Q: Fiera capital has held up relatively well and is recovering to over 10$.
I don't see it going much over 11$.
Love the dividend.
Cix on the other hand has been decimated,
And I think it has more upside, perhaps to the 22$ level.
Would you endorse a switch at this time?
Thank you.

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Read Answer Asked by Joe on August 16, 2022

• Geo Group Inc (The) REIT (GEO)
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Q: Hi 5i,
Seeing a lot of movement in this one on 15-Aug; could this be due to increased interest resulting from Michael Burry taking a significant position? Or is there more to the story?

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Read Answer Asked by Kyle on August 16, 2022

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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• Roots Corporation (ROOT)
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Q: Would you sell RECP today at a discount, or wait for the proposed buyout?
What about redirecting the proceeds towards purchasing Roots?

Thx

Upvote 1

Read Answer Asked by john on August 16, 2022

• Chartwell Retirement Residences (CSH.UN)
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Q: Is this a good investment now for income and some growth?
Are there better income 'plays'?

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Read Answer Asked by Sam on August 16, 2022

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Boardwalk Real Estate Investment Trust (BEI.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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Q: What did you think of recent quarterly results?

Can you compare this stock on a valuation front with what ever metric you think is best for reits to Car and iip?

I have a decent sized position and thinking about adding more on the alberta re-rate /energy strength / cheap relative valuation / no rent control thesis.

Thanks

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Read Answer Asked by Scott on August 16, 2022

• Whitecap Resources Inc. (WCP)
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• Freehold Royalties Ltd. (FRU)
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• ReNew Energy Global plc (RNW)
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Q: What are your thoughts on RNW? It's lagged a lot of the other renewables and I'm thinking to sell and break even and add to my WCP and FRU positions. I have a long term horizon and am an income investor

Thanks

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Read Answer Asked by Robert on August 16, 2022

• Restaurant Brands International Inc. (QSR)
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• Leon's Furniture Limited (LNF)
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• Exchange Income Corporation (EIF)
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Q: What would you consider a good entry point for QSR, EIF and LNF?

Thank you

Sylvain

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Read Answer Asked by Sylvain on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: Hi 5i Team - Could you elaborate on the results of the voting at the recent AGM meeting of EGLX. Specifically how successful was Greywood, how many of the board members are now from Greywood and how might the new board be structured including the chair. Also any ideas on who the new CEO might be. In your opinion should the 'Greywood' influence be good for the company.
Thanks.

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Read Answer Asked by Rob on August 16, 2022

Q: Could you comment on BDGI's lates results.
Thank you.

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Read Answer Asked by frank on August 16, 2022

• Quarterhill Inc. (QTRH)
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Q: please provide update on the latest earnings report for Quarterhill and comments on their outlook for 2022/23
Ed

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Read Answer Asked by ed on August 16, 2022

Q: What is the difference between ETHE/Grayscale Etherium Trust & ETHC/Ether Capital Corp? Is ETHC the CDR of ETHE?
Thanks!

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Read Answer Asked by Austin on August 16, 2022

• Constellation Software Inc. (CSU)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• goeasy Ltd. (GSY)
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Q: Good day 5i,

As always love the work. Flash reports etc! What a huge boon.

Having a balanced portfolio. Moving a Canadian component to my non-registered account. Will trim and shuffle accordingly.

Top 5 must have longterm holds. Over 5yr-20yr

3 undervalued buys right now. Reason? Entry?

Please deduct appropriately!

Thank you very much.

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Read Answer Asked by Adam on August 16, 2022

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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• Harvest Healthcare Leaders Income ETF (HHL)
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Q: I am considering selling XHC and replacing it with HHL in my RSP to add income. Is this a wise move and do you see any other issues with this change? Thx James

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Read Answer Asked by JAMES on August 16, 2022

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Dear 5i
If i have ZSP in my portfolio (RRSP`s, TFSA`s and unregistered acct ) do i need to have VGG . In other words is it different enough to own as well as ZSP or would just owning ZSP be sufficient ?
Thanks
Bill C

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Read Answer Asked by Bill on August 16, 2022

• Canadian Natural Resources Limited (CNQ)
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Q: By what date do I have to buy the shares in order to receive the special dividend.

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Read Answer Asked by KIM on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: Please comment on Q2 results & going forward.Is it timely to add? Txs for u usual great services & views

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Read Answer Asked by Peter on August 16, 2022

• Flutter Entertainment Plc ADR (PDYPY)
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Q: What are your thoughts on the most recent quarter ?

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Read Answer Asked by Ian on August 16, 2022

• Alcoa Corporation (AA)
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• TFI International Inc. (TFII)
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• NV5 Global Inc. (NVEE)
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• Century Aluminum Company (CENX)
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• Jacobs Solutions Inc. (J)
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Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?

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Read Answer Asked by Karim on August 16, 2022