Investment Q&A

• Athabasca Oil Corporation (ATH)
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Q: Peter; If I read their numbers correctly they’re only expecting $270M FCF in 2023- is this a miss ? Thanks
Rod

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Read Answer Asked by Rodney on March 02, 2023

• Warby Parker Inc. Class A (WRBY)
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Q: The eyeglass/contact industry seems ripe for disruption due to high costs to the consumer, often paying several hundred dollars for a pair of glasses. Warby Parker and Zenni optical are at the forefront of this disruption. Almost everyone I know buys online these days, $1-200 per pair. Warby is publicly traded, reported today. What is your opinion on Warby and do you have any idea if/when Zenni will go public. The former has retail stores, and charges more for their product, the latter online only.
Thanks

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Read Answer Asked by Peter on March 02, 2023

• Africa Oil Corp. (AOI)
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Q: Can you please comment on today's results.

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Read Answer Asked by Bruce on March 02, 2023

• Devon Energy Corporation (DVN)
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• Pioneer Natural Resources Company (PXD)
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Q: Now that energy stocks are going out of favour, it's time to start looking at the what might be attractive from a valuation point. I'm looking for a US energy company (not XOM or CVX): what are your thoughts on DVN and PXD? Is one preferable or do you have another suggestion? Thanks.

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Read Answer Asked by Stefan on March 02, 2023

• Sylogist Ltd. (SYZ)
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• Artis Real Estate Investment Trust (AX.UN)
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Q: My TFSA has relatively small positions in these equities for some modest income. Most of my TFSA is positioned for growth. With Sylogist's recent dividend slash and resulting price tumble, I am thinking of taking my lumps on SYZ and redeploying the cash to buy more AX.UN that is value-priced.
What is your opinion?

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Read Answer Asked by Jean on March 01, 2023

• CI Energy Giants Covered Call ETF (NXF)
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• CI Energy Giants Covered Call ETF (NXF.B)
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Q: Good morning, for an energy Covered Call strategy would you recommend the unhedged or hedged version between these two CIX funds, thanks?

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Read Answer Asked by Pat on March 01, 2023

• Supremex Inc. (SXP)
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Q: Is this sell off over done in SXP? I know it had a good run and some investors taking profits, but it’s still cheap and the CFO leaving after a short stint doesn’t seem like it should be that big of a deal. Thanks

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Read Answer Asked by Scott on March 01, 2023

• Constellation Software Inc. (CSU)
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• TFI International Inc. (TFII)
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Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?

Thanks!!

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Read Answer Asked by Andrew on March 01, 2023

Q: Hi, I sold some stocks last year that had gains, but missed selling the loser that I was going to offset them with. This year I have 2 stocks left one has a gain and the other is loss I missed selling last year. Can I use this loss to help me in any way going forward. Thanks.

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Read Answer Asked by Nick on March 01, 2023

• NowVertical Group Inc. (NOW)
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Q: I would appreciate your thoughts on this company. There was a relatively large sell-off last week for some reason.

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Read Answer Asked by DAVE on March 01, 2023

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: hi folks..any significance to the announcement of Nick Brien as new CEO for Enthusiastic game eglx/t....company winning numerous rewards & accolades..but done nothing for shareholders...currently hold...thanks as always..jb Piedmont QC

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Read Answer Asked by John on March 01, 2023

• Franco-Nevada Corporation (FNV)
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• Wheaton Precious Metals Corp. (WPM)
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• Dundee Precious Metals Inc. (DPM)
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Q: I own some steel, copper and CCO. Which of these 3 (WPM, DPM, FNV)would you prefer to complement them over the next few years, and why?

Is there a better alternative than the ones I've listed?

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Read Answer Asked by Graeme on March 01, 2023

• Nuvei Corporation (NVEI)
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Q: I thought the Paya acquisition would have really gave this some momentum. US exposure for growth. Couldn't think of better news. I guess I'm wrong about this. What am I missing. Do you think this is a strong buy.

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Read Answer Asked by Steve on March 01, 2023

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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• Rogers Communications Inc. Class A Shares (RCI.A)
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Q: In which order would you initiate buys on these stocks? Do you like all three? I’m looking for a little growth and good dividend yield.

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Read Answer Asked by Gary on March 01, 2023

• Tesla Inc. (TSLA)
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• Sigma Lithium Corporation (SGML)
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Q: Good Morning 5i
Would you comment please on the rumour that Elon Musk is looking at potentially bidding to buy SGML?
Thanks

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Read Answer Asked by Gordon on March 01, 2023

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Q: Hi Peter, Ryan and team!

Would you be a buyer of this company today. Share price has dropped significantly and therefore dividend is also attractive.

Is there a growth story here? Are the fundamentals compelling to you?

Would you say the dividend is reasonably secure?

Thanks so much for all your guidance!

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Read Answer Asked by Wes on March 01, 2023

• Toronto-Dominion Bank (The) (TD)
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• Toronto Dominion Bank (The) (TD)
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Q: On Monday it was announced that TD Bank will pay US$1.2 billion to settle Stanford Ponzi scheme lawsuit. That being such a large sum will it have a great affect on TD Bank for this years financial statement?
Thanks for your usual response.

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Read Answer Asked by Terry on March 01, 2023

• Savaria Corporation (SIS)
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Q: From an historical basis how expensive is SIS?


Thx

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Read Answer Asked by blake on March 01, 2023

Q: Good afternoon folks
I listed to Robert Kessler on Consuella Mack show called Wealth Track on Sunday. He is very convinced that we all should get out of stocks and go into US LADDERED TREASURIES. He feels the market will be very bad for 15 years or so. What is your take on his view?
Thank you all for your guidance through the good times and the turbulence. I've been with you for almost 9 years now and highly recommend you.

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Read Answer Asked by El-ann on March 01, 2023

• Truist Financial Corporation (TFC)
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Q: Thinking of selling Truist and buying Teck as a switch from financials to commodities
Please comment on this trade and your thoughts on financials vs commodities in general
Many thanks for your great service
Peter

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Read Answer Asked by Peter on March 01, 2023