Investment Q&A

• ECN Capital Corp. (ECN)
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Q: Hi There!

I have read your comments this morning on ECN. it looks like the root cause of their troubles is the inflationary times, Marine/RV/Mobile home financing originations are shrinking considerably etc. I’m a long time holder who is breaking even at these levels. The position is a small part of a diversified portfolio (about 1.5% presently). Do you think it’s worth waiting for the “strategic evaluation” or should one just call it a day and SELL? Otherwise I think it’s a long wait for anything positive to happen here?

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Read Answer Asked by Robert on May 16, 2023

• Knight Therapeutics Inc. (GUD)
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Q: Your comments on Knight's first quarter results?
Thanks

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Read Answer Asked by Lawrence on May 16, 2023

• Thomson Reuters Corporation (TRI)
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Q: Would you consider the recent pull back in TRI to be sufficient for an entry point or would you wait for completion of the share consolidation before purchase. Thanks

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Read Answer Asked by Greg on May 16, 2023

• Park Lawn Corporation (PLC)
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Q: Thoughts on Park Lawn earnings? Looks like misses across the board yet the stock is up 10% today?!?

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Read Answer Asked by Craig on May 16, 2023

• Duke Energy Corporation (Holding Company) (DUK)
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• NextEra Energy Inc. (NEE)
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• Southern Company (The) (SO)
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Q: What are the best utilities companies in the US to buy now. I am not interested in the limited partnerships.

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Read Answer Asked by Mirjana on May 16, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Can you comment on the quarterly earnings and guidance

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Read Answer Asked by Donald on May 16, 2023

• Premium Brands Holdings Corporation (PBH)
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Q: Hi 5i, pls provide your analysis of their quarterly results and forward guidance. Also would you continue to buy/hold or sell and get into something better within the same sector. Thx.

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Read Answer Asked by Christopher on May 16, 2023

• Medical Facilities Corporation (DR)
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• Kits Eyecare Ltd. (KITS)
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Q: These two stocks are showing some momentum in a lackluster market.

Peter, could I have your update on these two and whether you see them as a good investment at this time.

Thanks for your great service.

David

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Read Answer Asked by David on May 16, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
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Q: With a sale off the table there's not much positive here, but the price reflects that.
Emotionally it would be satisfying to capture some capital gains to offset my dental bills. Would you say there's little downside her, and the sale of the company is more likely with a better M&A environment?

John

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Read Answer Asked by John on May 16, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
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Q: Your thoughts after first quarter release?

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Read Answer Asked by Ross on May 16, 2023

• Constellation Software Inc. (CSU)
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Q: Hi, Do you like the Constellation earnings and its outlook ? Thank You

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Read Answer Asked by rajeev on May 16, 2023

• Edwards Lifesciences Corporation (EW)
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• Exact Sciences Corporation (EXAS)
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Q: I own both of these stocks and was considering consolidation, but only if there's some sense in doing so. The market liked the EXAS results. Are they different enough that owning both is fine? If only one, which one is better long term?

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Read Answer Asked by Brendan on May 16, 2023

• Killam Apartment Real Estate Investment Trust (KMP.UN)
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Q: Can you comment on Killam’s recent quarterly results and how they compared with street expectations please. Also how do they compare to similar sized peers like inter rent? Is it a good buy for the multi-residential space? And what do you think of adding to this space now in the macro cycle? Thanks

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Read Answer Asked by Scott on May 16, 2023

• Costco Wholesale Corporation (COST)
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• Dollar General Corporation (DG)
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• Loblaw Companies Limited (L)
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• Metro Inc. (MRU)
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• Alimentation Couche-Tard Inc. (ATD)
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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• Five Below Inc. (FIVE)
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• Vanguard Consumer Staples ETF (VDC)
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Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.

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Read Answer Asked by Kevin on May 16, 2023

• Bank of Nova Scotia (The) (BNS)
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Q: Hello 5i team,
I currently hold BNS in my TFSA for income. I wanted to add more given the recent downgrade of some CAN banks. Is the downgrade given as a result of US banking turmoil and recession anticipation (South American exposure in BNS's case)?

How stable is the dividend very long term? Do you think there will be an increase in the coming quarter/annual results? I have asked this before but would like to know what the pulse is for it's payout.

Thank you,
Andrew

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Read Answer Asked by Andrew on May 16, 2023

• Cathedral Energy Services Ltd. (CET)
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Q: Peter and His Wonder Team
CET is crashing...is it 1st Q. results, there long term fundamentals, the energy sector...or all three. Your opinion please! Thank you...you are always helpful.

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Read Answer Asked by Ernest on May 16, 2023

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: For those of us who decided to hold our EGLX could you comment on Q1? The new CEO sounds pretty excited about the "transformation" and the future. What is your take here going forward?

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Read Answer Asked by Harry on May 16, 2023

• ECN Capital Corp. (ECN)
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Q: Is there any update on the strategic review? I am particularly interested in the liquidity issues, after reviewing the last financial statements.
Thank you!

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Read Answer Asked by Sigrid on May 16, 2023

• ECN Capital Corp. (ECN)
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Q: Peter; So a big miss? Anything good ? Thanks.
Rod

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Read Answer Asked by Rodney on May 16, 2023

• Slate Office REIT (SOT.UN)
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Q: The bottom fell ot of this quite dramatically during Mar'23. What happened and would you dump it, sit on it or double-down?

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Read Answer Asked by DAVE on May 16, 2023