Investment Q&A

• Broadcom Inc. (AVGO $371.55)
  • $371.55 P/E (TTM): 78.22X Cap: $1.75T
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• Intel Corporation (INTC $62.38)
  • $62.38 Cap: $312.73B
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• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 38.5X Cap: $4.58T
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• Advanced Micro Devices Inc. (AMD $245.04)
  • $245.04 P/E (TTM): 92.47X Cap: $399.49B
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Q: Hello,

I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!

Irek

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Read Answer Asked by Irek on August 12, 2022

• Xebec Adsorption Inc. (XBC $0.51)
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Q: Do you folks see Xebec being a takeover candidate (ANRG for example)?

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Read Answer Asked by Bob on August 12, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.72)
  • $11.72 Cap: $1.60B
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Q: I typically only trade options in USD due to the liquidity of their option markets and the general dearth of bids on the TSX. Recently though, I noticed that LSPD, on the Canadian side, had robust interest and trading options was easy. Has there been a general change in option trading volume on the TSX or is LSPD a special case? Thank-you.

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Read Answer Asked by Alex on August 12, 2022

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.17)
  • $78.17 P/E (TTM): 27.72X Cap: $38.26B
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• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
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• Ero Copper Corp. (ERO $43.15)
  • $43.15 P/E (TTM): 12.49X Cap: $4.49B
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Q: If copper is believed to be strongly in demand in the future ,for various reasons,what Cies would be the safest investment ,at least in CDA ,or even elsewhere if possible as suggestion ?

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Read Answer Asked by Jean-Yves on August 12, 2022

Q: Hello
Just read the Aug ETF publication. Can you give 5i s thoughts on the above bond position comparison?

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Read Answer Asked by Brant on August 12, 2022

• Superior Plus Corp. (SPB $6.41)
  • $6.41 P/E (TTM): 12.74X Cap: $1.40B
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Q: Hi 5i,

What did you think of the quarter for SPB; is the sell-off a good opportunity to add to a position? Is the dividend covered?

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Read Answer Asked by Dean on August 11, 2022

• Sanofi (SNY $46.76)
  • $46.76 P/E (TTM): 12.66X Cap: $114.04B
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Q: Based on your last comments on June 24th about Sanofi could you please help me understand what's behind the recent drop with the stock recently and is this a good time to buy. Is it now at a "bargain" price what are the financial ratios you like and don't like about this stock? How do you feel about their pipeline of drugs?

Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.

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Read Answer Asked by James on August 11, 2022

Q: how do i convert bamr into bam.a ? is there a cost involved ?

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Read Answer Asked by John on August 11, 2022

• Olaplex Holdings Inc. (OLPX $2.02)
  • $2.02 Cap: $1.35B
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Q: Hi Peter and 5i team,

Could you provide your thoughts on the latest quarterly results and current valuation?

Thanks for the great service,
Angelo

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Read Answer Asked by Angelo on August 11, 2022

• Sylogist Ltd. (SYZ $3.23)
  • $3.23 Cap: $75M
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Q: Hi,

Could you comment Sylogist's quaterly results ?

Thanks

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Read Answer Asked by Guy on August 11, 2022

• H&R Real Estate Investment Trust (HR.UN $10.31)
  • $10.31 Cap: $2.86B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.45)
  • $5.45 P/E (TTM): 12.39X Cap: $237M
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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.80)
  • $13.80 P/E (TTM): 6.96X Cap: $1.05B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.45)
  • $18.45 Cap: $826M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $26.86)
  • $26.86 P/E (TTM): 45.21X Cap: $3.99B
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• Sprott Physical Gold Trust (PHYS $49.94)
  • $49.94 P/E (TTM): 24.9X Cap: $20.14B
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• TD Global Technology Leaders Index ETF (TEC $51.16)
  • $51.16 P/E (TTM): 31.1X Cap: $3.32B
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• Primaris Real Estate Investment Trust (PMZ.UN $18.42)
  • $18.42 P/E (TTM): 39.19X Cap: $2.17B
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Q: I am currently down on the following stocks and etf's and am considering buying more in order to average down. Are there any of the following that you would not purchase at this time?

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Read Answer Asked by James on August 11, 2022

• ATS Corporation (ATS $42.40)
  • $42.40 Cap: $4.15B
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• Open Text Corporation (OTEX $28.83)
  • $28.83 P/E (TTM): 12.47X Cap: $7.22B
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Q: hello 5i:
ignoring the sector difference (tech/industrials), and having a small position in ATA and a slightly larger one in OTEX; from a growth and reliability of earnings (confidence in projections) point of view, could you discuss the benefit or detriment, of selling the OTEX position and increasing the ATA position. Which would be the more risky position in only one is held?
thanks
Paul L

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Read Answer Asked by Paul on August 11, 2022

• Linamar Corporation (LNR $87.37)
  • $87.37 P/E (TTM): 8.98X Cap: $5.19B
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• goeasy Ltd. (GSY $31.37)
  • $31.37 P/E (TTM): 2.28X Cap: $520M
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Q: I would appreciate your comments on the above two securities recently announced earnings. What do you see for both of these holdings in the next few years. Any company specific comments would be appreciated. Thank You.

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Read Answer Asked by Brian on August 11, 2022

• Jervois Global Limited (JRV)
  • Cap: $27M
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• Nickel 28 Capital Corp. (NKL $1.06)
  • $1.06 Cap: $92M
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Q: I’m looking for Canadian exposure to cobalt.

Can you please recommend me two or three options.

Medium risk is ok and I expect to hold for at least 10 years.

Thanks

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Read Answer Asked by Jeffery on August 11, 2022

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X
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Q: would appreciate an update here after becoming net 0 debt and initiating a .01/mo dividend

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Read Answer Asked by george on August 11, 2022

• The Trade Desk Inc. (TTD $20.09)
  • $20.09 P/E (TTM): 22.32X Cap: $9.44B
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Q: What do you think is the reason behind the recent price boost in TTD? Thank you.

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Read Answer Asked by D on August 11, 2022

Q: Why have these stock prices been declining, as I believe they are leading firms in their industry, and the industry is buoyant?
thanks in advance

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Read Answer Asked by Julia on August 11, 2022

• Power Corporation of Canada Subordinate Voting Shares (POW $70.07)
  • $70.07 P/E (TTM): 31.28X Cap: $44.34B
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• BMO US High Dividend Covered Call ETF (ZWH $25.27)
  • $25.27 P/E (TTM): 19.98X Cap: $1.06B
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Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.

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Read Answer Asked by Keith on August 11, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X
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Q: Hi folks, thoughts on Q2 results for Magnet Forensic..after poor Q1 & reduced guidance...stock tanked down to $15...rebounded bit to $21sh...company seems to be doing better going forward....your opinion and would be Buy/Sell/Hold....merci beaucoup, jb Piedmot QC

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Read Answer Asked by John on August 11, 2022

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.02)
  • $36.02 P/E (TTM): 28.36X Cap: $5.54B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: Can I please have your 3-4 top picks in the REIT space. US exposure would be great.
Thanks!

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Read Answer Asked by Kyle on August 11, 2022