Investment Q&A

• Docebo Inc. (DCBO $28.89)
  • $28.89 P/E (TTM): 28.28X Cap: $860M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• D2L Inc. Subordinate Voting Shares (DTOL $17.05)
  • $17.05 P/E (TTM): 21.15X Cap: $924M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Just reviewing the addition of DTOL to the Growth portfolio. If I were to restrict myself to just one of DTOL or DCBO, which would you prefer?

Upvote 7

Read Answer Asked by Rick on October 25, 2024

• Descartes Systems Group Inc. (The) (DSG $114.89)
  • $114.89 P/E (TTM): 48.32X Cap: $9.98B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TerraVest Industries Inc. (TVK $124.70)
  • $124.70 Cap: $2.67B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $168.51)
  • $168.51 P/E (TTM): 23.78X Cap: $1.97B
  • View HPS.A Profile
  • View Questions on HPS.A
• Lumine Group Inc. (LMN $29.40)
  • $29.40 P/E (TTM): 101.95X Cap: $7.35B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks

Upvote 26

Read Answer Asked by Keith on October 23, 2024

• Constellation Software Inc. (CSU $3,400.40)
  • $3,400.40 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: In a recent response to a CSU Question, you said they are trading at 24Xs with a historical range of 16-24. So, in a scenario where the market takes the SP back to the 16 range, what is the downside in the SP from current levels?

Thanks for your help.

Upvote 8

Read Answer Asked by Arthur on October 22, 2024

• RioCan Real Estate Investment Trust (REI.UN $18.90)
  • $18.90 P/E (TTM): 85.73X Cap: $5.57B
  • View REI.UN Profile
  • View Questions on REI.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.60)
  • $37.60 P/E (TTM): 99.11X Cap: $5.97B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $76.46)
  • $76.46 P/E (TTM): 37.18X Cap: $4.59B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.46)
  • $12.46 P/E (TTM): 28.51X Cap: $3.61B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Your thoughts on RioCan REIT.
Thank you

Upvote 4

Read Answer Asked by Carol on October 21, 2024

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.69)
  • $16.69 Cap: $948M
  • View XHY Profile
  • View Questions on XHY
• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $80.93)
  • $80.93 Cap: $17.66B
  • View HYG Profile
  • View Questions on HYG

Q: Hi 5i!
What is your best advice for a high yield bond etf?
Thanks,
Murray

Upvote 3

Read Answer Asked by Murray on October 21, 2024

• Constellation Software Inc. (CSU $3,400.40)
  • $3,400.40 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi team,

What are your thoughts on the current valuation of this company?

Do you believe there is still a significant runway over the next 15-20 years?

Thanks

Upvote 15

Read Answer Asked by Keith on October 18, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.27)
  • $124.27 P/E (TTM): 16.87X Cap: $27.57B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 18, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.73)
  • $224.73 P/E (TTM): 87.84X Cap: $288.87B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 8

Read Answer Asked by Keith on October 18, 2024

• Toronto-Dominion Bank (The) (TD $117.10)
  • $117.10 P/E (TTM): 9.85X Cap: $198.10B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $96.64)
  • $96.64 P/E (TTM): 18.07X Cap: $118.79B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?

Upvote 9

Read Answer Asked by Terry on October 18, 2024

• CAE Inc. (CAE $37.08)
  • $37.08 P/E (TTM): 26.92X Cap: $11.74B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Magellan Aerospace Corporation (MAL $16.39)
  • $16.39 P/E (TTM): 21.14X Cap: $938M
  • View MAL Profile
  • View Questions on MAL
  • View Reports on MAL
• Heico Corporation (HEI $316.95)
  • $316.95 P/E (TTM): 66.81X Cap: $43.79B
  • View HEI Profile
  • View Questions on HEI
• RTX Corporation (RTX $173.70)
  • $173.70 P/E (TTM): 35.57X Cap: $230.42B
  • View RTX Profile
  • View Questions on RTX

Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Upvote 4

Read Answer Asked by Brant on October 18, 2024

• EQB Inc. (EQB $87.11)
  • $87.11 P/E (TTM): 9.78X Cap: $3.33B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: I owned CWB:T, now acquired by NA:T. I want to replace it with small bank such as EQB or LB. Do you think EQB:T has good long term business model and do well or your analysis prefer to stay with large banks? I do own TD, RY. It's just a replacement of CWB:T.
Thanks
Piyush

Upvote 5

Read Answer Asked by Piyush on October 18, 2024

• Royal Bank of Canada (RY $214.45)
  • $214.45 P/E (TTM): 15.99X Cap: $301.67B
  • View RY Profile
  • View Questions on RY
• Canadian National Railway Company (CNR $131.73)
  • $131.73 P/E (TTM): 17.38X Cap: $80.43B
  • View CNR Profile
  • View Questions on CNR
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.27)
  • $124.27 P/E (TTM): 16.87X Cap: $27.57B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Fortis Inc. (FTS $73.13)
  • $73.13 P/E (TTM): 20.79X Cap: $37.02B
  • View FTS Profile
  • View Questions on FTS
• Toromont Industries Ltd. (TIH $165.00)
  • $165.00 P/E (TTM): 26.99X Cap: $13.41B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Alimentation Couche-Tard Inc. (ATD $76.44)
  • $76.44 P/E (TTM): 18.67X Cap: $69.99B
  • View ATD Profile
  • View Questions on ATD
• iShares Core Balanced ETF Portfolio (XBAL $33.72)
  • $33.72 P/E (TTM): 13.23X Cap: $2.53B
  • View XBAL Profile
  • View Questions on XBAL
• Topicus.com Inc. (TOI $126.00)
  • $126.00 P/E (TTM): 1033.48X Cap: $10.45B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.92)
  • $72.92 P/E (TTM): 31.79X Cap: $116.61B
  • View BAM Profile
  • View Questions on BAM

Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?

Upvote 11

Read Answer Asked by Jeffrey on October 18, 2024

• Enbridge Inc. (ENB $67.13)
  • $67.13 P/E (TTM): 25.54X Cap: $146.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $46.95)
  • $46.95 P/E (TTM): 14.66X Cap: $97.57B
  • View CNQ Profile
  • View Questions on CNQ
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.27)
  • $124.27 P/E (TTM): 16.87X Cap: $27.57B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Celestica Inc. (CLS $460.70)
  • $460.70 P/E (TTM): 53.72X Cap: $53.21B
  • View CLS Profile
  • View Questions on CLS
• TMX Group Limited (X $51.51)
  • $51.51 P/E (TTM): 31.56X Cap: $14.36B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $165.00)
  • $165.00 P/E (TTM): 26.99X Cap: $13.41B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.53)
  • $62.53 P/E (TTM): 35.55X Cap: $4.12B
  • View XQQ Profile
  • View Questions on XQQ
• iShares S&P/TSX 60 Index ETF (XIU $46.12)
  • $46.12 P/E (TTM): 16.8X Cap: $19.01B
  • View XIU Profile
  • View Questions on XIU
• Vanguard S&P 500 Index ETF (VFV $170.42)
  • $170.42 P/E (TTM): 27.07X Cap: $27.70B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.00)
  • $106.00 Cap: $2.31B
  • View VGG Profile
  • View Questions on VGG
• Hydro One Limited (H $54.97)
  • $54.97 P/E (TTM): 25.29X Cap: $33.17B
  • View H Profile
  • View Questions on H
• TerraVest Industries Inc. (TVK $124.70)
  • $124.70 Cap: $2.67B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $168.51)
  • $168.51 P/E (TTM): 23.78X Cap: $1.97B
  • View HPS.A Profile
  • View Questions on HPS.A
• Canoe EIT Income Fund (EIT.UN $15.56)
  • $15.56 Cap: $2.45B
  • View EIT.UN Profile
  • View Questions on EIT.UN
• Boyd Group Services Inc. (BYD $231.96)
  • $231.96 P/E (TTM): 213.45X Cap: $6.38B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Propel Holdings Inc. (PRL $24.37)
  • $24.37 P/E (TTM): 9.9X Cap: $895M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $65.31)
  • $65.31 P/E (TTM): 90.83X Cap: $145.85B
  • View BN Profile
  • View Questions on BN

Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian

Upvote 39

Read Answer Asked by Brian on October 18, 2024

• Toronto-Dominion Bank (The) (TD $117.10)
  • $117.10 P/E (TTM): 9.85X Cap: $198.10B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $32.61)
  • $32.61 P/E (TTM): 4.89X Cap: $30.27B
  • View BCE Profile
  • View Questions on BCE

Q: Morning
It’s been quite a ride with these 2 lately
Do you still see them as long term holds, or get out? I am way down on BCE but still above on TD. Is it a time to add more to either if long term hold?
Thank you.

Upvote 9

Read Answer Asked by Michael on October 18, 2024

• Celestica Inc. (CLS $460.70)
  • $460.70 P/E (TTM): 53.72X Cap: $53.21B
  • View CLS Profile
  • View Questions on CLS

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 17, 2024

• Alimentation Couche-Tard Inc. (ATD $76.44)
  • $76.44 P/E (TTM): 18.67X Cap: $69.99B
  • View ATD Profile
  • View Questions on ATD
• ASML Holding N.V. (ASML $1,050.09)
  • $1,050.09 P/E (TTM): 44.31X Cap: $394.55B
  • View ASML Profile
  • View Questions on ASML
• Boyd Group Services Inc. (BYD $231.96)
  • $231.96 P/E (TTM): 213.45X Cap: $6.38B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Lumine Group Inc. (LMN $29.40)
  • $29.40 P/E (TTM): 101.95X Cap: $7.35B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John

Upvote 11

Read Answer Asked by John on October 17, 2024

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND

Q: Your analysis of the company as a transportation sector. Its quality of earning as operating in Transportation sector. How you see it being a small cap stock in transportation sector where big players are TFI:T, CNR:T or CP:T? Is it good small cap to keep for future growth.
Thanks
Piyush

Upvote 2

Read Answer Asked by Piyush on October 17, 2024

• Coca-Cola Company (The) (KO $72.89)
  • $72.89 P/E (TTM): 24.12X Cap: $312.33B
  • View KO Profile
  • View Questions on KO
• UnitedHealth Group Incorporated (DE) (UNH $330.51)
  • $330.51 P/E (TTM): 16.64X Cap: $295.55B
  • View UNH Profile
  • View Questions on UNH
• Toronto-Dominion Bank (The) (TD $117.10)
  • $117.10 P/E (TTM): 9.85X Cap: $198.10B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $96.64)
  • $96.64 P/E (TTM): 18.07X Cap: $118.79B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $67.13)
  • $67.13 P/E (TTM): 25.54X Cap: $146.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $82.98)
  • $82.98 P/E (TTM): 20.82X Cap: $47.02B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC $288.00)
  • $288.00 P/E (TTM): 23.66X Cap: $51.07B
  • View IFC Profile
  • View Questions on IFC
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• BMO Low Volatility Canadian Equity ETF (ZLB $58.09)
  • $58.09 P/E (TTM): 16.96X Cap: $5.57B
  • View ZLB Profile
  • View Questions on ZLB
• Hydro One Limited (H $54.97)
  • $54.97 P/E (TTM): 25.29X Cap: $33.17B
  • View H Profile
  • View Questions on H
• iShares MSCI USA Min Vol Factor ETF (USMV $95.10)
  • $95.10 P/E (TTM): 24.43X Cap: $22.88B
  • View USMV Profile
  • View Questions on USMV

Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.

Upvote 13

Read Answer Asked by Ron on October 16, 2024

• Honeywell International Inc. (HON $191.38)
  • $191.38 P/E (TTM): 19.88X Cap: $121.27B
  • View HON Profile
  • View Questions on HON
• Illinois Tool Works Inc. (ITW $250.03)
  • $250.03 P/E (TTM): 23.55X Cap: $72.04B
  • View ITW Profile
  • View Questions on ITW
• WSP Global Inc. (WSP $244.53)
  • $244.53 P/E (TTM): 35.96X Cap: $31.89B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Toromont Industries Ltd. (TIH $165.00)
  • $165.00 P/E (TTM): 26.99X Cap: $13.41B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Fortive Corporation (FTV $53.39)
  • $53.39 P/E (TTM): 21.49X Cap: $16.92B
  • View FTV Profile
  • View Questions on FTV

Q: Hello 5I
I wish you all a happy Thanksgiving and Thank you for all you do for us.
I recently bought some Honeywell (HON)shares thinking that the spinout that they announced was a good move. I was comparing them to Fortive (FTV) (Not many past questions on this company) and now I am not sure if they are the better vehicle. Could you please weigh in on this and if needed, add any other name thar you may like more. I am not worried about tax implications of selling. Which direction would you take if it was your portfolio?
Once again, Thank you
Jeremy

Upvote 1

Read Answer Asked by Jeremy on October 16, 2024

• MTY Food Group Inc. (MTY $37.53)
  • $37.53 P/E (TTM): 25.83X Cap: $848M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on October 16, 2024