Investment Q&A

• Exchange Income Corporation (EIF $82.40)
  • $82.40 P/E (TTM): 30.52X Cap: $4.47B
  • View EIF Profile
  • View Questions on EIF
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.18)
  • $28.18 P/E (TTM): 16.01X Cap: $663M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: Can I get your thoughts on the quarterly results for GDI and EIF?
Thank you, Keith

Upvote 7

Read Answer Asked by Keith on November 13, 2023

• Olympia Financial Group Inc. (OLY $112.89)
  • $112.89 P/E (TTM): 16.9X Cap: $271M
  • View OLY Profile
  • View Questions on OLY

Q: Hi Peter, Can I get your thoughts on OLY financials. Can you comment on Share Capital Table and holdiings. Also is it a buy?

Thank you for great service.

Upvote 6

Read Answer Asked by Frank on November 13, 2023

• Supremex Inc. (SXP $3.52)
  • $3.52 Cap: $86M
  • View SXP Profile
  • View Questions on SXP

Q: I am down considerably on SXP. Is it a hold or sell?

Upvote 1

Read Answer Asked by Merrilyn on November 13, 2023

• Natural Resource Partners LP Limited Partnership (NRP $104.37)
  • $104.37 P/E (TTM): 9.81X Cap: $1.37B
  • View NRP Profile
  • View Questions on NRP

Q: What are the tax implications when you receive distributions, or sell shares of a partnership such as NRP for a registered account?

Upvote 2

Read Answer Asked by Kevin on November 13, 2023

• iShares Global Real Estate Index ETF (CGR $30.36)
  • $30.36 P/E (TTM): 31.2X Cap: $239M
  • View CGR Profile
  • View Questions on CGR
• iShares Global REIT ETF (REET $25.11)
  • $25.11 P/E (TTM): 32.56X Cap: $4.13B
  • View REET Profile
  • View Questions on REET

Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!

Upvote 1

Read Answer Asked by Andrew on November 13, 2023

• Booking Holdings Inc. (BKNG $5,301.64)
  • $5,301.64 P/E (TTM): 34.54X Cap: $170.89B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $1,027.51)
  • $1,027.51 P/E (TTM): 50.27X Cap: $971.39B
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $818.31)
  • $818.31 P/E (TTM): 21.08X Cap: $52.06B
  • View URI Profile
  • View Questions on URI
• Tesla Inc. (TSLA $458.96)
  • $458.96 P/E (TTM): 305.97X Cap: $1.52T
  • View TSLA Profile
  • View Questions on TSLA
• Crocs Inc. (CROX $89.91)
  • $89.91 P/E (TTM): 29.29X Cap: $4.66B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $564.28)
  • $564.28 P/E (TTM): 178.91X Cap: $44.52B
  • View AXON Profile
  • View Questions on AXON
• Perion Network Ltd (PERI $9.93)
  • $9.93 Cap: $453M
  • View PERI Profile
  • View Questions on PERI
• InMode Ltd. (INMD $14.51)
  • $14.51 Cap: $1B
  • View INMD Profile
  • View Questions on INMD
• eXp World Holdings Inc. (EXPI $10.60)
  • $10.60 Cap: $1.68B
  • View EXPI Profile
  • View Questions on EXPI

Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 9

Read Answer Asked by Andrew on November 13, 2023

• Kinaxis Inc. (KXS $171.57)
  • $171.57 P/E (TTM): 102.93X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.38X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• EQB Inc. (EQB $98.10)
  • $98.10 P/E (TTM): 14.8X Cap: $3.68B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $36.87)
  • $36.87 Cap: $14.40B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Docebo Inc. (DCBO $30.29)
  • $30.29 P/E (TTM): 29.32X Cap: $870M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Lumine Group Inc. (LMN $28.20)
  • $28.20 P/E (TTM): 107.74X Cap: $7.23B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 40

Read Answer Asked by Andrew on November 13, 2023

• Hartford Schroders Commodity Strategy ETF (HCOM)
  • P/E (TTM): 23.84X Cap: $9M
  • View HCOM Profile
  • View Questions on HCOM

Q: SCHRODERS IS OFFERING .09% BONDS. THUS, HOW SAFE ARE THEY? D0 THEY HAVE GOOD CASH (BALANCE SHEET),CASH FLOW, LOW DEBT?

Upvote 1

Read Answer Asked by Herbert on November 13, 2023

• Tiny Ltd. (TINY $10.11)
  • $10.11 Cap: $297M
  • View TINY Profile
  • View Questions on TINY

Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.

Upvote 2

Read Answer Asked by Michael on November 13, 2023

• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 8.9X Cap: $1.96B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: The information I have, they have beat their forecast in the last 3 quarters by a wide margin. If this is the case, who sets the forecast, if it is the company, do the low ball their forecast. Also, Yahoo Finance shows a 3% dividend, is that paid quarterly.

Upvote 21

Read Answer Asked by Earl on November 13, 2023

• Upstart Holdings Inc. (UPST $49.35)
  • $49.35 P/E (TTM): 205.62X Cap: $4.80B
  • View UPST Profile
  • View Questions on UPST

Q: Hi guys,

With the year end fast approaching, I was wondering if UPST is worth keeping or just use the capital loss ?

Thanks,

Jim

Upvote 1

Read Answer Asked by jim on November 13, 2023

• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 24.61X Cap: $124.36B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Leon's Furniture Limited (LNF $28.82)
  • $28.82 P/E (TTM): 11.39X Cap: $1.98B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.16)
  • $5.16 Cap: $1.28B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Question: My portfolio shows me the above are all down below my purchase price between 23 and 34 %. Would they be good candidates for a tax loss sell and repurchase after January 1

Upvote 8

Read Answer Asked by Ken on November 13, 2023

• Cenovus Energy Inc. (CVE $24.83)
  • $24.83 P/E (TTM): 14.44X Cap: $44.47B
  • View CVE Profile
  • View Questions on CVE

Q: has Cenovus filed anything regarding buying back their outstanding pref shares.

Given they are trading at a massive discount vs par. why would they not be buying them back at this point as their main goal is reducing debt?

Thank you

Upvote 5

Read Answer Asked by Dominic on November 13, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN

Q: This stock took a sizable drop since the news of acquiring Hammerhead Energy ! Would you be buying now and how long before the price starts moving back up ? Analysts seem to be on a "strong buy " ?

Upvote 10

Read Answer Asked by Frank on November 13, 2023

• Northland Power Inc. (NPI $17.24)
  • $17.24 Cap: $4.50B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.83)
  • $47.83 P/E (TTM): 53.42X Cap: $22.06B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Boralex Inc. Class A Shares (BLX $24.83)
  • $24.83 Cap: $2.55B
  • View BLX Profile
  • View Questions on BLX

Q: Dear 5i team.

Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.

Many thanks for your help.

Upvote 12

Read Answer Asked by Arthur on November 13, 2023

• Algonquin Power & Utilities Corp. (AQN $8.10)
  • $8.10 Cap: $6.22B
  • View AQN Profile
  • View Questions on AQN
• Knight Therapeutics Inc. (GUD $6.07)
  • $6.07 Cap: $605M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Canopy Growth Corporation (WEED $2.40)
  • $2.40 Cap: $884M
  • View WEED Profile
  • View Questions on WEED

Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Upvote 7

Read Answer Asked by umedali on November 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $38.44)
  • $38.44 Cap: $25.29B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN $8.10)
  • $8.10 Cap: $6.22B
  • View AQN Profile
  • View Questions on AQN

Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks

Upvote 19

Read Answer Asked by FORREST on November 13, 2023

• Granite Real Estate Investment Trust (GRT.UN $77.73)
  • $77.73 P/E (TTM): 38.1X Cap: $4.70B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.08)
  • $12.08 P/E (TTM): 28.09X Cap: $3.54B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Why would you buy either or both these companies for long term? Which one has the better growth potential?

Thank you as always

Upvote 13

Read Answer Asked by Jean on November 13, 2023

• Lloyds Banking Group Plc American Depositary Shares (LYG $5.04)
  • $5.04 P/E (TTM): 46.86X Cap: $74.40B
  • View LYG Profile
  • View Questions on LYG

Q: Peter and His Wonder Team
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!

Upvote 2

Read Answer Asked by Ernest on November 13, 2023

• Franco-Nevada Corporation (FNV $295.69)
  • $295.69 P/E (TTM): 45.0X Cap: $57B
  • View FNV Profile
  • View Questions on FNV

Q: Can you please update us on what management did or did not say regarding the Panamanian mine situation on the earnings call. Did they adjust their forward guidance because of the potential disruption?
Would you recommend buying at this level?
Thanks.

Upvote 2

Read Answer Asked by Harvey on November 13, 2023