Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $25.01)
  • $25.01 P/E (TTM): 18.29X Cap: $843M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $31.72)
  • $31.72 P/E (TTM): 21.8X Cap: $300M
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• State Street Utilities Select Sector SPDR ETF (XLU $42.50)
  • $42.50 P/E (TTM): 22.83X Cap: $21.84B
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• Vanguard Utilities ETF (VPU $184.37)
  • $184.37 P/E (TTM): 23.03X Cap: $7.62B
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• iShares U.S. Utilities ETF (IDU $107.98)
  • $107.98 P/E (TTM): 24.02X Cap: $1.67B
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• Hamilton Enhanced Utilities ETF (HUTS $13.66)
  • $13.66 P/E (TTM): 13.81X Cap: $152M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $323.21)
  • $323.21 P/E (TTM): 15.7X Cap: $863.52B
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• Eli Lilly and Company (LLY $1,073.00)
  • $1,073.00 P/E (TTM): 52.42X Cap: $1.01T
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• Uber Technologies Inc. (UBER $81.37)
  • $81.37 P/E (TTM): 10.19X Cap: $164.79B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.10)
  • $234.10 P/E (TTM): 148.84X Cap: $304.23B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $3,308.25)
  • $3,308.25 P/E (TTM): 77.96X Cap: $71.52B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $417.71)
  • $417.71 P/E (TTM): 49.03X Cap: $46.86B
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• Celestica Inc. (CLS $304.13)
  • $304.13 P/E (TTM): 49.03X Cap: $33.96B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $70.27)
  • $70.27 P/E (TTM): 20.09X Cap: $35.42B
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• Enbridge Inc (ENB $46.77)
  • $46.77 P/E (TTM): 24.59X Cap: $101.66B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $64.28)
  • $64.28 P/E (TTM): 24.59X Cap: $140.25B
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• TC Energy Corporation (TRP $75.32)
  • $75.32 P/E (TTM): 23.0X Cap: $78.04B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $131.39)
  • $131.39 P/E (TTM): 9.59X Cap: $2.11B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $6.42)
  • $6.42 P/E (TTM): 2.79X Cap: $209M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $270.96)
  • $270.96 P/E (TTM): 36.68X Cap: $4.04T
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• Amazon.com Inc. (AMZN $228.46)
  • $228.46 P/E (TTM): 32.11X Cap: $2.43T
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• Alphabet Inc. (GOOGL $309.94)
  • $309.94 P/E (TTM): 30.32X Cap: $3.70T
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• NVIDIA Corporation (NVDA $183.33)
  • $183.33 P/E (TTM): 44.91X Cap: $4.39T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.10)
  • $234.10 P/E (TTM): 148.84X Cap: $304.23B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $581.37)
  • $581.37 P/E (TTM): 75.62X Cap: $202.93B
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• WSP Global Inc. (WSP $249.49)
  • $249.49 P/E (TTM): 36.67X Cap: $32.01B
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• goeasy Ltd. (GSY $131.39)
  • $131.39 P/E (TTM): 9.59X Cap: $2.11B
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• iShares Russell 2000 Growth ETF (IWO $334.48)
  • $334.48 P/E (TTM): 22.72X Cap: $13.34B
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• iShares Russell 2000 ETF (IWM $253.56)
  • $253.56 P/E (TTM): 18.15X Cap: $71.95B
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• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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• iShares Core S&P Small-Cap ETF (IJR $123.29)
  • $123.29 P/E (TTM): 17.9X Cap: $89.30B
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• iShares Russell 2000 Value ETF (IWN $185.82)
  • $185.82 P/E (TTM): 14.33X Cap: $12.02B
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• Boyd Group Services Inc. (BYD $221.18)
  • $221.18 P/E (TTM): 217.3X Cap: $6.16B
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• Propel Holdings Inc. (PRL $25.05)
  • $25.05 P/E (TTM): 11.83X Cap: $1B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.53)
  • $63.53 P/E (TTM): 90.68X Cap: $140.26B
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• ISHARES TRUST (IJT $145.72)
  • $145.72 P/E (TTM): 20.21X Cap: $6.40B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $16.32)
  • $16.32 P/E (TTM): 17.53X Cap: $10.41B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $131.39)
  • $131.39 P/E (TTM): 9.59X Cap: $2.11B
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• EQB Inc. (EQB $103.58)
  • $103.58 P/E (TTM): 15.48X Cap: $3.85B
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• ECN Capital Corp. (ECN $3.04)
  • $3.04 P/E (TTM): 110.32X Cap: $856M
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• Propel Holdings Inc. (PRL $25.05)
  • $25.05 P/E (TTM): 11.83X Cap: $1B
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024