Investment Q&A

• ARC Resources Ltd. (ARX)
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Q: Thinking about selling some Suncor and buying Arc Resources, already own Whitecap and Tourmaline in smaller amounts, thoughts ?

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Read Answer Asked by STEVE on February 08, 2023

Q: Hello,

Can you please comment on FISV's earnings?

Thanks!

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Read Answer Asked by NAIM on February 08, 2023

• TMX Group Limited (X)
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Q: How did tmx do vs expectations in q4 and please can I get your take on the stock in general and how it compares to other peers on valuation. I notice quite a big valuation gap with respect to P/E with some of the bigger stock exchange operators but maybe these are in appropriate? Is it a good buy? Thanks

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Read Answer Asked by Scott on February 08, 2023

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Could you comment on earnings. Rev's down and stock $ is up? What's Up?

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Read Answer Asked by Harry on February 08, 2023

• WSP Global Inc. (WSP)
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• NV5 Global Inc. (NVEE)
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• Jacobs Solutions Inc. (J)
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Q: We’ve currently run into a situation where we’ve become a bit overweight with our wsp holding (Thank you!). We’re wondering if you would endorse taking profits and putting them into a company like NVEE or is there another, preferably US listed company that you would endorse that is in the same sector. Thank you for the great insight.
Mike

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Read Answer Asked by Mike on February 08, 2023

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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Q: Please comment on Q3 results released this evening.Txs for U usual great services & views

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Read Answer Asked by Peter on February 08, 2023

• United States Steel Corporation (X)
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• Reliance Inc. (RS)
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Q: Hi Peter,

What do you think of U S Steel Corp. There has been a big drop today and does that make it an attractive investment over the short/medium term? It does seem to be doing well. How would you rate it now against Reliance Steel as well?
Regards
Rajiv

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Read Answer Asked by Rajiv on February 08, 2023

• Linamar Corporation (LNR)
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Q: Hi Team
LNR has been going up like a rocket
any fundamental reasons for the rise?
what are the general consensus re: adding more , hold and take some profits
thanks
Michael

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Read Answer Asked by Michael on February 08, 2023

• Apple Inc. (AAPL)
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• PepsiCo Inc. (PEP)
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Q: For my TFSA which would you pick between Pepsico or Apple?

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Read Answer Asked by Andrew on February 08, 2023

• FirstService Corporation (FSV)
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Q: May I please have your comments on the earnings for First Service

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Read Answer Asked by Margot on February 08, 2023

Q: How do you convert BNRE shares into BN shares. I have only 1 BNRE share and do not want to pay broker fees.
T Stephen

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Read Answer Asked by Stephen on February 08, 2023

• Roku Inc. (ROKU)
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• Guardant Health Inc. (GH)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: I am down more than 50% on CRWD.US, ROKU.US, and GH.US in my RRIF and should have been paying more attention as they kept getting lower.

Is there any hope for a distinct short term (1 year) revival, or would a better plan be to sell all/any of them and invest in something with momentum.

Suggestions are welcome.

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Read Answer Asked by John on February 08, 2023

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: hello 5i:
can you compare XHY and USHY? USHY looks to have a much higher yield, particularly as its in US dollars. Is there a large risk difference in these ETFs?
thanks
Paul L

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Read Answer Asked by Paul on February 08, 2023

• Topicus.com Inc. (TOI)
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Q: Hi, Could you please comment on Topicus results. Looks like a nice beat on Revenue and EPS to 5i expectations !! 6%/4% organic growth for the quarter/full year seems impressive. Do you think market would like it and stock should regain some strength ? Thank You

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Read Answer Asked by rajeev on February 08, 2023

• Loblaw Companies Limited (L)
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• TELUS Corporation (T)
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Q: I am tempted to trade Loblaws for Telus in my RIF. Telus has a better dividend and to me seems to have greater growth prospects. What do you think of this trade?
Thanks
David

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Read Answer Asked by David on February 08, 2023

• Walmart Inc. (WMT)
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Q: SYM:US Good morning. Wondering if you could give me your opinion on this stock regarding management, risk and potential upside.
Thank you.

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Read Answer Asked by Josette on February 08, 2023

• Sangoma Technologies Corporation (STC)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Which of these two would you prefer today for a more growth oriented investor?

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Read Answer Asked by Andrew on February 08, 2023

• International Petroleum Corporation (IPCO)
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Q: Hi Peter,

Why do you think IPCO drop so much today specially when Oil is having a good day. Does it change your investment thesis or is it time to add to a an existing half position?

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Read Answer Asked by Rajiv on February 08, 2023

• BCE Inc. (BCE)
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• Peyto Exploration & Development Corp. (PEY)
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• Alaris Equity Partners Income Trust (AD.UN)
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• Automotive Properties Real Estate Investment Trust (APR.UN)
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• Dream Impact Trust (MPCT.UN)
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Q: My margin account interest rate is currently at 7.90%. With recent increase of interest rate by BOC, the rate may go up by another 0.25%. Out of the 5 stocks I am holding in this account, only two (MPCT.UN and PEY) have dividend higher than the interest rates. Would you recommend any other Canadian stocks with high dividend/ yeild for margin account.

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Read Answer Asked by Numa on February 08, 2023

• E Split Corp. Class A Shares (ENS)
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Q: Dividend yield for ENS is 10.10%. Lower than in the past but still very high. How can they pay out this much when ENB only pays 8.77%?

Would you be a buyer of ENS?

Thanks as always. Your advice is appreciated.

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Read Answer Asked by Thomas on February 08, 2023