Investment Q&A

• Algonquin Power & Utilities Corp. (AQN $9.23)
  • $9.23 Cap: $7.09B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.12)
  • $67.12 Cap: $8.86B
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Q: Hello
I m am reviewing my respective sector allocation per the PA portfolio recommendations.
Can 5i elaborate why AQN and BEPC are classified as Energy Sector positions while BIPC is classified as a Utility ?

Upvote 1

Read Answer Asked by Brant on May 01, 2024

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.12)
  • $10.12 Cap: $540M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.12)
  • $117.12 Cap: $1.91B
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Q: Horizons Etf have been bought by GLobal X. Should I be concerned they will modify these products?

Upvote 3

Read Answer Asked by Patrick on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.04)
  • $100.04 P/E (TTM): 13.61X Cap: $21.80B
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• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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• Intact Financial Corporation (IFC $262.06)
  • $262.06 P/E (TTM): 19.04X Cap: $46.73B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.14)
  • $65.14 P/E (TTM): 95.84X Cap: $146.26B
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• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• iShares Core Equity ETF Portfolio (XEQT $41.28)
  • $41.28 P/E (TTM): 13.67X Cap: $14.24B
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Q: Could I please have your opinion on Mawer global .cf. in a tfsa. Thanks

Upvote 2

Read Answer Asked by Joseph on May 01, 2024

• Sunrun Inc. (RUN $19.34)
  • $19.34 Cap: $4.42B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $203.08)
  • $203.08 P/E (TTM): 102.13X Cap: $330.62B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

Q: Hello 5i Team

Further to David's question on April 30 regarding dividend stocks - a suggested site is:

dividendgrowthinvestingandretirement.com

The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.

Upvote 8

Read Answer Asked by Stephen on May 01, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $6.90)
  • $6.90 P/E (TTM): 16.75X Cap: $5M
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Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar

Upvote 1

Read Answer Asked by auftar on May 01, 2024

• Microsoft Corporation (MSFT $396.86)
  • $396.86 P/E (TTM): 25.1X Cap: $2.94T
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• Brookfield Renewable Partners L.P. (BEP.UN $43.65)
  • $43.65 Cap: $28.48B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.10)
  • $71.10 P/E (TTM): 33.43X Cap: $114.52B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Upvote 6

Read Answer Asked by Charles on May 01, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.79)
  • $37.79 P/E (TTM): 6.89X Cap: $4.77B
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Q: Hi.
Looking to replace RBC 2025 retirement portfolio fund with an ETF in my RRSP. what do you suggest? I won't need the money for 8 or more years.

Thanks.

Upvote 1

Read Answer Asked by Lynn on May 01, 2024

• Lemonade Inc. (LMND $64.59)
  • $64.59 Cap: $4.82B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $203.08)
  • $203.08 P/E (TTM): 102.13X Cap: $330.62B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $165.70)
  • $165.70 P/E (TTM): 26.01X Cap: $28.10B
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• Vanguard Information Technology ETF (VGT $731.08)
  • $731.08 P/E (TTM): 37.87X Cap: $112.78B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.29B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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• WSP Global Inc. (WSP $222.73)
  • $222.73 P/E (TTM): 33.08X Cap: $29.09B
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Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria

Upvote 4

Read Answer Asked by JR on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.85)
  • $200.85 P/E (TTM): 31.2X Cap: $2.39B
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Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Upvote 10

Read Answer Asked by Rick on May 01, 2024

• CVS Health Corporation (CVS $78.20)
  • $78.20 P/E (TTM): 56.87X Cap: $99.84B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.04)
  • $100.04 P/E (TTM): 13.61X Cap: $21.80B
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 7

Read Answer Asked by Lai Kuen on May 01, 2024

• Booking Holdings Inc. (BKNG $4,140.15)
  • $4,140.15 P/E (TTM): 26.97X Cap: $133.45B
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• Starbucks Corporation (SBUX $95.39)
  • $95.39 P/E (TTM): 78.16X Cap: $108.67B
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• lululemon athletica inc. (LULU $177.72)
  • $177.72 P/E (TTM): 12.28X Cap: $19.93B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024