Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $10.51)
  • $10.51 Cap: $2.91B
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• SmartCentres Real Estate Investment Trust (SRU.UN $28.41)
  • $28.41 P/E (TTM): 35.09X Cap: $5B
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• Chartwell Retirement Residences (CSH.UN $21.48)
  • $21.48 P/E (TTM): 106.15X Cap: $6.75B
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• Crombie Real Estate Investment Trust (CRR.UN $16.76)
  • $16.76 Cap: $3.08B
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• MCAN Mortgage Corporation (MKP $24.07)
  • $24.07 P/E (TTM): 12.67X Cap: $976M
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• Choice Properties Real Estate Investment Trust (CHP.UN $16.13)
  • $16.13 Cap: $11.71B
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• Inovalis Real Estate Investment Trust (INO.UN $0.82)
  • $0.82 Cap: $25M
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Q: are any of these something to have as a good investment ?

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Read Answer Asked by jim on February 09, 2022

• Amazon.com Inc. (AMZN $249.70)
  • $249.70 P/E (TTM): 34.66X Cap: $2.68T
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• Aritzia Inc. Subordinate Voting Shares (ATZ $132.95)
  • $132.95 Cap: $15.48B
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Q: Hi Folks,

I am looking to add to my TFSA - AMZN and ATZ are the two stocks I am looking to buy. Is AMZN a company that you would put in your TFSA or would ATZ be a better choice?
Thanks

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Read Answer Asked by JOHN on February 09, 2022

• BMO Covered Call Utilities ETF (ZWU $11.84)
  • $11.84 P/E (TTM): 16.11X Cap: $2.10B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $21.85)
  • $21.85 P/E (TTM): 0.55X Cap: $2.20B
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• BMO Covered Call US Banks ETF (ZWK $26.93)
  • $26.93 P/E (TTM): 13.16X Cap: $358M
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Q: What are your thoughts on covered call ETFs? And if you like them, which would be your favourite(s)?

Thanks guys,

Dave

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Read Answer Asked by David on February 09, 2022

• goeasy Ltd. (GSY $33.13)
  • $33.13 P/E (TTM): 2.39X Cap: $546M
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Q: I am pondering wether to add to $GSY prior to or after earnings. What has been their history with beats and misses.

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Read Answer Asked by Valter on February 09, 2022

• TMX Group Limited (X $53.12)
  • $53.12 P/E (TTM): 35.99X Cap: $14.91B
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Q: Please comment on recent quarter earnings. Thank-you.

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Read Answer Asked by Stephen on February 09, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $47.55)
  • $47.55 Cap: $33.03B
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• Magna International Inc. (MG $77.77)
  • $77.77 P/E (TTM): 19.0X Cap: $21.85B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.12)
  • $174.12 P/E (TTM): 136.11X Cap: $228.46B
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• goeasy Ltd. (GSY $33.13)
  • $33.13 P/E (TTM): 2.39X Cap: $546M
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• Boyd Group Services Inc. (BYD $166.26)
  • $166.26 P/E (TTM): 149.8X Cap: $4.73B
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• Topicus.com Inc. (TOI $100.36)
  • $100.36 P/E (TTM): 309.17X Cap: $12.95B
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Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!

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Read Answer Asked by Pierre on February 09, 2022

• Meta Platforms Inc. (META $676.87)
  • $676.87 P/E (TTM): 28.59X Cap: $1.69T
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Q: Hello 5I.
I have a 4 percent position in FB still up 20% from buying a couple years ago. Just wondering should I move on as it could be dead money and buy something “better” that is down? If that makes sense what would you consider buying?

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Read Answer Asked by Tyler on February 09, 2022

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Baytex Energy Corp. (BTE $5.91)
  • $5.91 Cap: $4.43B
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Q: Hi Peter/Ryan, I'm aware that CPG is not one of your favorites yet it's still up there. BTE seems to be a bit slower. I don't have any oil exposure so of the two which might be a better bet for a bit more upside and not for a long term hold. Thanks

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Read Answer Asked by Nick on February 09, 2022

• Cenovus Energy Inc. (CVE $35.50)
  • $35.50 P/E (TTM): 16.27X Cap: $65.73B
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Q: What's your view on the recent earnings, and where the stock is headed for the rest of the year if oil stays in the 80-85$ range thx

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Read Answer Asked by steve on February 09, 2022

• Descartes Systems Group Inc. (The) (DSG $103.93)
  • $103.93 P/E (TTM): 42.63X Cap: $8.57B
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• goeasy Ltd. (GSY $33.13)
  • $33.13 P/E (TTM): 2.39X Cap: $546M
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• WELL Health Technologies Corp. (WELL $4.08)
  • $4.08 Cap: $1.03B
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Q: Greetings 5i team,
I hold WELL and DSG in my TFSA to the tune of about 1.5% each of my overall portfolio. I am considering selling one or both and concentrating on one of three companies: WELL, DSG or GSY. If we were to ignore company size, sector, diversification and strictly look at 5 yr growth potential, would you 1. Hold one or two of these names and 2. In which order do you think has / have the most potential?
I am not averse to holdings of < 3% if I might add to them in the future.
Thank you as always.
SP

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Read Answer Asked by Steve on February 09, 2022

• Slate Grocery REIT (SGR.UN $16.25)
  • $16.25 P/E (TTM): 0.07X Cap: $963M
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Q: What is your views on Slate for a 2-5 year hold
B

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Read Answer Asked by Bonnie on February 09, 2022

• Ichor Holdings (ICHR $63.68)
  • $63.68 Cap: $2.23B
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Q: Hi, thoughts on earnings . Cheers , Chris

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Read Answer Asked by Christopher on February 09, 2022

• Apple Inc. (AAPL $263.40)
  • $263.40 P/E (TTM): 33.73X Cap: $3.91T
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Q: how much do you think their innovative way they enable advertising could be decimated by restrictions on privacy . thanks

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Read Answer Asked by cliff on February 09, 2022

• Alphabet Inc. (GOOG $332.77)
  • $332.77 P/E (TTM): 30.94X Cap: $4.07T
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Q: HI guys : on the NEO exchange ,what is the difference between GOOG.cc and GOOG.aql and will they split 20 -1 as well.

Thank you
Gary

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Read Answer Asked by gary on February 09, 2022

• Digital Turbine Inc. (APPS $3.87)
  • $3.87 Cap: $406M
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Q: thoughts on earnings .thanks

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Read Answer Asked by cliff on February 09, 2022

• Bragg Gaming Group Inc. (BRAG $2.65)
  • $2.65 Cap: $66M
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Q: What are your thoughts on the press release today??
Thank you B

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Read Answer Asked by Bill on February 08, 2022

Q: Are there additional tax implications for Canadians who own more than $100,000 in US equities?

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Read Answer Asked by Ronald on February 08, 2022

• Tamarack Valley Energy Ltd. (TVE $11.22)
  • $11.22 Cap: $5.43B
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Q: TVE has just issued $200 of "sustainability-linked bonds" at 7.25%. Just looking for your opinion on this. The coupon seems high and issued at a time when their stock is high, offering an alternative funding mechanism. Is there motivation here from the standpoint of gaining points in the ESG beauty contest?

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Read Answer Asked by angus on February 08, 2022

• Thomson Reuters Corporation (TRI $127.55)
  • $127.55 P/E (TTM): 27.54X Cap: $56.32B
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Q: Please comment on recent Q results. Not a private question.
Thank you.

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Read Answer Asked by basil on February 08, 2022

• Cenovus Energy Inc. (CVE $35.50)
  • $35.50 P/E (TTM): 16.27X Cap: $65.73B
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• ARC Resources Ltd. (ARX $25.72)
  • $25.72 P/E (TTM): 11.58X Cap: $14.47B
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• Whitecap Resources Inc. (WCP $14.53)
  • $14.53 P/E (TTM): 14.2X Cap: $17.57B
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Q: Hello Peter and team,
What do you think of cenovus results? I have three stocks in oil sector: cve, wcp, and arx. Do you think i should switch cenovus to Tamarack Valley.. Eric Nuttall on BNN seems to think cenovus is an excellent buy but the results this am did not sit well with investors in pre-market.. Please advise. thanks very much

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Read Answer Asked by umedali on February 08, 2022