Investment Q&A

• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 132.59X Cap: $609M
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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Q: For a growth investment, I am looking at either WELL or VHI. Which one would you choose and why?

Thanks

Upvote 7

Read Answer Asked by Chuck on May 23, 2024

• American Tower Corporation (REIT) (AMT $186.68)
  • $186.68 P/E (TTM): 67.14X Cap: $87.41B
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• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.36X Cap: $11.01B
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• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.52B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
  • $48.11 P/E (TTM): 1151.44X Cap: $22.18B
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• lululemon athletica inc. (LULU $167.51)
  • $167.51 P/E (TTM): 11.84X Cap: $19B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.42X Cap: $3.52B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 39.97X Cap: $9.87B
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• SBA Communications Corporation (SBAC $189.10)
  • $189.10 P/E (TTM): 23.03X Cap: $20.30B
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Q: I did really well buying oil stocks when oil tanked 4 years ago, and holding during the recovery. What beaten up sector do you feel has great recovery potential like this currently? Would REIT's qualify since rate cuts appear to be coming soon, or are you not as confident in the recovery due to vacancy's & recession possibility? Thx

Upvote 13

Read Answer Asked by Adam on May 23, 2024

• FirstService Corporation (FSV $256.51)
  • $256.51 P/E (TTM): 59.87X Cap: $11.68B
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Q: Thanks for a recent explanation of FSV's P/E ratio.

It's current P/B, P/S, and P/C metrics look fairly reasonable compared to the past 10 years, would you agree?

Are you able to please give your opinion on the company management, current margins and debt for this company?

Upvote 3

Read Answer Asked by James on May 23, 2024

• Duke Energy Corporation (Holding Company) (DUK $127.02)
  • $127.02 P/E (TTM): 20.28X Cap: $98.77B
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• NextEra Energy Inc. (NEE $83.35)
  • $83.35 P/E (TTM): 29.27X Cap: $171.64B
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• Xylem Inc. New (XYL $144.32)
  • $144.32 P/E (TTM): 38.23X Cap: $35.12B
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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• American Water Works Company Inc. (AWK $142.98)
  • $142.98 P/E (TTM): 25.41X Cap: $27.89B
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• iShares Biotechnology ETF (IBB $149.95)
  • $149.95 P/E (TTM): 18.7X Cap: $6.16B
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• Invesco Water Resources ETF (PHO $71.76)
  • $71.76 P/E (TTM): 28.38X Cap: $2.23B
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• SPDR Biotech ETF (XBI $104.99)
  • $104.99 P/E (TTM): 15.46X Cap: $6.23B
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• Cameco Corporation (CCJ $86.65)
  • $86.65 P/E (TTM): 98.93X Cap: $37.67B
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• Invesco S&P Global Water Index ETF (CGW $62.94)
  • $62.94 P/E (TTM): 25.82X Cap: $984M
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• First Trust Water ETF (FIW $111.09)
  • $111.09 P/E (TTM): 26.33X Cap: $1.92B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Aside from AI what industries do you think will do well over the next year, both CDA and USA? Can you pls recommend specific stocks or ETFs in those industries?

Upvote 24

Read Answer Asked by Ron on May 23, 2024

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
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Q: I'm down 15% on TFII in my unregistered account. Do you see any short term bounce ? I am considering if I should sell to claim the capital loss? Understanding that this is my choice, would you sell for the capital loss my place? If so would you buy it back after the 30 days or move to something else?
Thanks

Upvote 5

Read Answer Asked by Marco on May 23, 2024

• Royal Bank of Canada (RY $201.20)
  • $201.20 P/E (TTM): 15.42X Cap: $282.68B
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• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.45X Cap: $187.41B
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.15X Cap: $110.30B
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• Bank of Montreal (BMO $175.98)
  • $175.98 P/E (TTM): 14.75X Cap: $126.05B
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• Canadian Imperial Bank Of Commerce (CM $111.82)
  • $111.82 P/E (TTM): 13.54X Cap: $103.93B
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• National Bank of Canada (NA $149.77)
  • $149.77 P/E (TTM): 14.73X Cap: $58.70B
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Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Upvote 10

Read Answer Asked by Luc on May 22, 2024

• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.59X Cap: $49.01B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $27.88B
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
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• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Upvote 14

Read Answer Asked by Ron on May 22, 2024

• Athabasca Oil Corporation (ATH $6.60)
  • $6.60 P/E (TTM): 7.99X Cap: $3.31B
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• Tamarack Valley Energy Ltd. (TVE $5.96)
  • $5.96 P/E (TTM): 13.17X Cap: $3.02B
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Q: I own both of these stocks and have to sell some. Could you please advise which has more upside in the next six months. Cheers

Upvote 4

Read Answer Asked by kenneth on May 22, 2024

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Bausch Health Companies Inc. (BHC $6.05)
  • $6.05 P/E (TTM): 25.56X Cap: $2.34B
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Q: I have a question about name changes. In your experience if/when a Company changes its name does this help or hurt. My question is specifically about Veran (Crescent Point Energy). Now I have held this Company stock and options for a long time and made lots of money on it. Also lost some along the way. They have been slowly changing their operations to be very positive ie: no more Saxberg and serial aquisitions. Now they have decided to change the name and the stock has not responded very well. I grew up on a farm and found you may dress up a pig but it is still an oinker after the dress-up. Thanks Gordo

Upvote 3

Read Answer Asked by gord on May 22, 2024

• Intact Financial Corporation (IFC $269.60)
  • $269.60 P/E (TTM): 21.51X Cap: $48.08B
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• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
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• FirstService Corporation (FSV $256.51)
  • $256.51 P/E (TTM): 59.87X Cap: $11.68B
  • View FSV Profile
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• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
  • View TFII Profile
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Q: Some time back, based on your recommendations ( thank you ) I added BN and GSY to my cash portfolio which is loaded up with banks, utilities , telecom etc, to include more growth oriented high quality stocks and am now able to add one of these four. Would you please give me a quick analysis of each detailing strengths/weaknesses financially , operationally,
sector wise. In what order would you buy ?
Thanks Derek

Upvote 9

Read Answer Asked by Derek on May 22, 2024

• CAE Inc. (CAE $38.13)
  • $38.13 P/E (TTM): 30.33X Cap: $12.22B
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Q: Do you think the change on the Board of Directors for CAE is positive, negative, or neutral? See news release "CAE announces changes to its Board of Directors."

Many thanks.

Upvote 2

Read Answer Asked by Robert on May 22, 2024

• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 58.68X Cap: $39.29B
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• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
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• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.29X Cap: $1.13B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
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• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.93X Cap: $4.27B
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Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.

Upvote 10

Read Answer Asked by Pierre on May 21, 2024

• Chevron Corporation (CVX $148.90)
  • $148.90 P/E (TTM): 19.52X Cap: $302.15B
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• United Parcel Service Inc. (UPS $82.87)
  • $82.87 P/E (TTM): 12.71X Cap: $70.23B
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• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.45X Cap: $187.41B
  • View TD Profile
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• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.59X Cap: $49.01B
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• TMX Group Limited (X $51.20)
  • $51.20 P/E (TTM): 33.8X Cap: $14.23B
  • View X Profile
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Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Upvote 8

Read Answer Asked by Ann on May 21, 2024

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
  • $27.44 P/E (TTM): 19.37X Cap: $646M
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• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $2.97B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 20.32X Cap: $1.51B
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Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Upvote 9

Read Answer Asked by John on May 17, 2024

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
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• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
  • View ATD Profile
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Q: I would like to buy ATD (as 5i's stated: it is a great name at a discount price), and have long appreciated its growth trajectory and management seems very astute. However, in order to buy, I would need to sell something and since I am overweight Industrials, the name I come up with in my holdings is WSP. Which of the two names would you favour for a 5 year hold? My hesitation is what I understand to be a growing industrialization in Can and the US favouring WSP. Thoughts on this switch?

Upvote 11

Read Answer Asked by David C. on May 17, 2024

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
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Q: So what should happen to the stock price after the bought deal? Will it slowly recover? Is there anything material that investors should be concerned with? The last earnings period was, I thought, quite solid.

Upvote 6

Read Answer Asked on May 17, 2024

• ATS Corporation (ATS $35.56)
  • $35.56 Cap: $3.47B
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Q: Hi Team,
After today's earnings release, would you recommend continuing to hold ATS, or is there another name in the sector you would prefer to buy right now instead? Selling ATS for me would mean taking a 23% capital loss in a cnd cash account.

Thanks,
Shane.

Upvote 8

Read Answer Asked by Shane on May 17, 2024

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
  • View ATD Profile
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Q: Hi 5i, Any concern over:

"After a career spent working on takeovers around the world, former Alimentation Couche-Tard Inc. chief financial officer Claude Tessier is joining investment bank Greenhill & Co. to advise Canadian companies with global ambitions."

Seems market opined today, should we be worried. Thx.

Upvote 3

Read Answer Asked by Christopher on May 17, 2024

• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 58.68X Cap: $39.29B
  • View CLS Profile
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Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Upvote 6

Read Answer Asked by Les on May 16, 2024

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
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Q: Could you please explain the CDPQ transaction ?
Thanks

Upvote 5

Read Answer Asked by TOM on May 16, 2024