Investment Q&A

• TransAlta Corporation (TA $24.66)
  • $24.66 Cap: $7.30B
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Q: Good day,
I am interested in your views on the company's latest results and the significant drop in its stock price.
Thanks, Michael

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Read Answer Asked by Michael on August 12, 2022

• ING Group N.V. (ING $25.47)
  • $25.47 P/E (TTM): 12.61X Cap: $80.16B
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Q: Interested in this for income. Noting RBC shows a 14% dividend while other sites show ~ 7% annual yield. Are you able to confirm the correct annual dividend % and provide feedback on this company and stability of dividend and chances for capital appreciation (or at least capital protection over next 5 years).

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Read Answer Asked by Randy on August 12, 2022

• McEwen Inc. (MUX $26.72)
  • $26.72 Cap: $1.43B
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Q: Thoughts on this company. The performance looks to be a disaster. Has Rob become insulated from reality or does he see something we don’t? Living on the past and former reputation seems to have expired. Yet he pours millions more into it. Do you see anything you like with this company or would you sell and move on. It feels similar to Xebec.

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Read Answer Asked by Chris on August 12, 2022

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 41.02X Cap: $11.01B
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• MEDIFAST INC (MED $12.14)
  • $12.14 P/E (TTM): 36.91X Cap: $133M
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Q: Is Medifast worth holding. Pls give some stocks for TFSA US and CANADIAN.
Thanks

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Read Answer Asked by KULDIP on August 12, 2022

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
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• Parkland Corporation (PKI $39.92)
  • $39.92 P/E (TTM): 23.91X Cap: $6.96B
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• TMX Group Limited (X $49.92)
  • $49.92 P/E (TTM): 32.8X Cap: $13.88B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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• Acadian Timber Corp. (ADN $14.25)
  • $14.25 P/E (TTM): 18.63X Cap: $260M
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• Leon's Furniture Limited (LNF $28.93)
  • $28.93 P/E (TTM): 12.33X Cap: $1.97B
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• Evertz Technologies Limited (ET $12.58)
  • $12.58 P/E (TTM): 15.41X Cap: $948M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!

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Read Answer Asked by Pierre on August 12, 2022

• New Fortress Energy Inc. (NFE $1.23)
  • $1.23 Cap: $375M
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Q: Hello again May I have your thoughts on NFE:US

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Read Answer Asked by George on August 12, 2022

• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
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• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 22.71X Cap: $4.50B
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Q: Which would be your preference if buying today for a 3-5 year hold?
Thanks

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Read Answer Asked by Neil on August 12, 2022

• North European Oil Royality Trust (NRT $5.63)
  • $5.63 P/E (TTM): 9.82X Cap: $51M
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Q: is your opinion the same on NRT as it was a couple of years ago?

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Read Answer Asked by lynn on August 12, 2022

• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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• Freehold Royalties Ltd. (FRU $14.17)
  • $14.17 P/E (TTM): 18.3X Cap: $2.32B
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Q: If you could only own one which would you recommend.

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Read Answer Asked by don on August 12, 2022

Q: What's your view on using protective puts and covered calls?

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Read Answer Asked by Tony on August 12, 2022

• Boston Pizza Royalties Income Fund (BPF.UN $20.60)
  • $20.60 P/E (TTM): 12.84X Cap: $505M
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Q: August 5,
another div'd increase for your update list.
Boston Pizza dividend is now .10 / M was .085 / M

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Read Answer Asked by Madeline on August 12, 2022

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.53B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 41.02X Cap: $11.01B
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Q: Uncle Harry finally died and left me $100000.00 which I totally didn’t expect from the old tight wad…. Would you feel comfortable investing it all now? 5 of your favorites would be appreciated and I am not risk adverse in this situation….Appreciate your great service….

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Read Answer Asked by James on August 12, 2022

• Pan American Silver Corp. (PAAS $49.75)
  • $49.75 P/E (TTM): 24.08X Cap: $17.99B
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Q: Hi 5i,

Is PAAS a good buy now that it pulled back?

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Read Answer Asked by Dean on August 12, 2022

• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.64B
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Q: Stock has popped...would you wait for a pullback, enter half position now and see what happens, or comfortable going in with full position. In other words, is it ahead of itself or does current price fairly reflect results and projections?

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Read Answer Asked by Doug on August 12, 2022

Q: BAM sitting on $111 million U.S. ready to deploy. How do you like it’s currents war chest and future capital appreciation? Would you buy , and possibly over weight?

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Read Answer Asked by Chris on August 12, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
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Q: Rolled out of TOI and into LSPD. (Taking a tax loss on TOI). In a binary situation in todays market do you prefer on over the other?

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Read Answer Asked by Chris on August 12, 2022

Q: Have you given colour commentary on BAM earnings yet?

Sheldon

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Read Answer Asked by Sheldon on August 12, 2022

• Intact Financial Corporation (IFC $259.41)
  • $259.41 P/E (TTM): 20.91X Cap: $46.26B
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• Trisura Group Ltd. (TSU $37.54)
  • $37.54 P/E (TTM): 15.01X Cap: $1.78B
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Q: I've owned Trisura for some time, and it's been very volatile. Is the growth over the next 3 to 5 years worth the volatiliy, or should I switch to something more stable like Intact Financial.

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Read Answer Asked by Dennis on August 12, 2022

• Coinbase Global Inc (COIN $328.51)
  • $328.51 P/E (TTM): 33.72X Cap: $84.40B
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Q: Hi 5i Team - Is coin a buy at these levels if I would like to have a small holding in the crypto-currency space. Does it have other components as well as crypto-currency. Thanks.

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Read Answer Asked by Rob on August 12, 2022

• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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• Docebo Inc. (DCBO $34.86)
  • $34.86 P/E (TTM): 36.46X Cap: $1B
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Q: Your comments please on the earnings of these two companies. Thanks

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Read Answer Asked by Greg on August 12, 2022