Investment Q&A

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Chartwell Retirement Residences (CSH.UN $18.41)
  • $18.41 Fwd P/E: 87.43X Cap: $5.19B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 Fwd P/E: 17.7X Cap: $538M
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• Exchange Income Corporation (EIF $65.87)
  • $65.87 Fwd P/E: 27.03X Cap: $3.41B
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• Main Street Capital Corporation (MAIN $63.57)
  • $63.57 Fwd P/E: 10.69X Cap: $5.60B
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• Gladstone Investment Corporation (GAIN $14.12)
  • $14.12 Fwd P/E: 7.93X Cap: $519M
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• Stag Industrial Inc. (STAG $36.10)
  • $36.10 Fwd P/E: 27.16X Cap: $6.74B
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• Pembina Pipeline Corp. (Canada) (PBA $37.28)
  • $37.28 Fwd P/E: 16.46X Cap: $21.41B
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Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

Upvote 0

Read Answer Asked by D on August 12, 2021

• Pan American Silver Corp. (PAAS $40.76)
  • $40.76 Fwd P/E: 34.88X Cap: $15.11B
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Q: Can you please comment on earnings. I'm down here and I believe it missed estimates last quarter as well.

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Read Answer Asked by David on August 12, 2021

• Victorias Secret & Co. (VSCO $18.95)
  • $18.95 Fwd P/E: 9.77X Cap: $1.52B
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Q: What is your opinion on Victoria secret growth?

Upvote 1

Read Answer Asked by Francois on August 12, 2021

• DigitalOcean Holdings Inc. (DOCN $28.48)
  • $28.48 Fwd P/E: 24.98X Cap: $2.56B
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Q: Your recent comments about this company seem to generally be positive. Trading volumes seem to have increased in the last few weeks which seems good. Can I get your thoughts on the quarterly results released August 5th? Thanks.

Upvote 0

Read Answer Asked by Marco on August 12, 2021

• CI Financial Corp. (CIX $31.71)
  • $31.71 Cap: $4.54B
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Q: I like the recent q report. The stock still seems underpriced compared to similar US companies which may be a good comparable as almost all of its growth is coming from the US business. It looks like the street is taking more interest. Your thoughts please.

Upvote 0

Read Answer Asked by Murray on August 12, 2021

• Ag Growth International Inc. (AFN $42.58)
  • $42.58 Cap: $807M
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Q: At first glance, the AG Growth International earnings did not look that bad. But the market does not think so. What are your thoughts?

Thanks

Upvote 0

Read Answer Asked by Tom on August 12, 2021

• CAE Inc. (CAE $40.40)
  • $40.40 Fwd P/E: 31.29X Cap: $12.62B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on August 12, 2021

• ECN Capital Corp. (ECN $3.04)
  • $3.04 Fwd P/E: 108.29X Cap: $832M
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Q: I wanted to ask about one more point on the ECN division sale. Assuming the deal close they are getting 2B US$. Only 1.5B of that is being used to pay out 7.50 CAD per share. This means there is 500M US (about $2.50 CAD per share) being added to the company. So at current price of 10.65 the other half of the company is being valued at 65 cents. Is this correct?

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Read Answer Asked by Mike on August 12, 2021

• BSR Real Estate Investment Trust (HOM.UN $18.01)
  • $18.01 Cap: $696M
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Q: Can you comment on BSR reits latest results please. The stock has been on fire and results looked good to me. Is it a decent buy today? How does it compare with peers? Valuation? Thanks

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Read Answer Asked by Scott on August 12, 2021

• Americold Realty Trust Inc. (COLD $16.36)
  • $16.36 Cap: $4.72B
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Q: Would you have an opinion on this reit in the U.S. THANKS

Upvote 0

Read Answer Asked by John on August 12, 2021

Q: Your thoughts on Brookfield's quarter please?

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Read Answer Asked by John on August 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $67.26)
  • $67.26 Cap: $5B
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• goeasy Ltd. (GSY $171.50)
  • $171.50 Fwd P/E: 11.15X Cap: $2.79B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.08)
  • $73.08 Fwd P/E: 42.45X Cap: $8.59B
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• WELL Health Technologies Corp. (WELL $4.73)
  • $4.73 Cap: $1.16B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.96)
  • $15.96 Cap: $2.15B
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• Topicus.com Inc. (TOI $177.37)
  • $177.37 Fwd P/E: 94.93X Cap: $23.17B
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Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

Upvote 0

Read Answer Asked by Elliott on August 12, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.72)
  • $6.72 Fwd P/E: 20.88X Cap: $722M
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Q: thoughts on the quarter please? Thx

Upvote 0

Read Answer Asked by blake on August 12, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you please give your assessment of the quarterly results.

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Read Answer Asked by Bruce on August 12, 2021

• ECN Capital Corp. (ECN $3.04)
  • $3.04 Fwd P/E: 108.29X Cap: $832M
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Q: Hi 5i team,
Re ECN, which is in the ‘growth portfolio’, is the special dividend of $7.50 per share only payable to shareholders which are on the book as of Aug 10, 2021? Shares purchased after Aug 10 would not be entitled to this special dividend? Thanks.

Upvote 0

Read Answer Asked by Willie on August 12, 2021

• ECN Capital Corp. (ECN $3.04)
  • $3.04 Fwd P/E: 108.29X Cap: $832M
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Q: What is the reasonable counter-argument to using my 10% cash holding to buy ECN for the special dividend? It's a good company so I'm fine holding after to ride out any market volatility, and it doesn't seem to have any especially severe company risk compared to peers...

Upvote 0

Read Answer Asked by Rick on August 12, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Hi 5i team, Any thing wrong with QR to cause a big drop. Thanks.

Upvote 0

Read Answer Asked by victor on August 12, 2021

• Leon's Furniture Limited (LNF $28.10)
  • $28.10 Fwd P/E: 12.03X Cap: $1.90B
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Q: So LNF is putting up growth numbers similar to a hi flying tech company and has a PE ratio of what 11?
Help me understand why it isn't north of $30. Is there anything in the Q report you could see holding it back? What is needed to raise its valuation?

Upvote 0

Read Answer Asked by Harry on August 12, 2021

• Leon's Furniture Limited (LNF $28.10)
  • $28.10 Fwd P/E: 12.03X Cap: $1.90B
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Q: Thoughts on the quarter from Leon's. Do you like the special dividend or would you prefer to see the funds reinvested in growth or put towards a sustained quarterly dividend increase?

Upvote 0

Read Answer Asked by Robert on August 12, 2021

• Noront Resources Ltd. (NOT $1.10)
  • $1.10 Cap: $612M
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Q: Have received quite an extensive package of information in the mail from BHP Minerals. They want me to tender my shares of NOT. I only have 1000 shares but I am curious why they are going to such length & expense to get shares? Obviously they see value that I am not privy to. I have held for 10+ yrs and have mostly written them off. Should I sell or hold?

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Read Answer Asked by Tim on August 12, 2021