Investment Q&A

• Alphabet Inc. (GOOG $311.08)
  • $311.08 P/E (TTM): 29.13X Cap: $3.81T
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• Microsoft Corporation (MSFT $386.38)
  • $386.38 P/E (TTM): 24.84X Cap: $2.85T
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• Constellation Software Inc. (CSU $2,398.55)
  • $2,398.55 P/E (TTM): 58.29X Cap: $51B
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Q: In a registered, which would you buy today?

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Read Answer Asked by Todd on July 13, 2023

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: Good Afternoon
Today the stock is trading 2% above Transalta's offer of $13
Is this significant with respect to getting another bid?
Thanks

Upvote 1

Read Answer Asked by Terry on July 13, 2023

• Constellation Software Inc. (CSU $2,398.55)
  • $2,398.55 P/E (TTM): 58.29X Cap: $51B
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• Alimentation Couche-Tard Inc. (ATD $84.51)
  • $84.51 P/E (TTM): 22.45X Cap: $78.93B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.91)
  • $60.91 P/E (TTM): 92.75X Cap: $135.34B
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Q: Regardless of sector or size, what would be your top 3 stock picks in Canada for a long term hold? Thanks

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Read Answer Asked by Gary on July 13, 2023

Q: When someone is granted options and they exercise said options do the individuals have to pay cash to exercicse those options or are options like free stock granted to people?

Thx

Upvote 0

Read Answer Asked by blake on July 13, 2023

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 112.7X Cap: $864M
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Q: Peter; Would it make sense for EFN to fold ECN into it? Thanks
Rod

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Read Answer Asked by Rodney on July 13, 2023

• DRI Healthcare Trust (DHT.UN $16.64)
  • $16.64 Cap: $889M
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Q: Not happy at an income stock dropping 9% on the day, even with a bought deal. Do they do this a lot? What do you think of the stock?

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Read Answer Asked by John on July 13, 2023

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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Q: Would you cash out ATVI at current prices around $90, or would you hang in for the $95 take-out price now that closing the deal seems more likely than not?

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Read Answer Asked by David on July 13, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $123.92)
  • $123.92 Cap: $14.30B
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Q: If you held ATZ in a tax free acount. Would you sell and move on for now?

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Read Answer Asked by sean on July 13, 2023

• Goldman Sachs Group Inc. (The) (GS $899.81)
  • $899.81 P/E (TTM): 18.74X Cap: $267.62B
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• JPMorgan Chase & Co. (JPM $295.55)
  • $295.55 P/E (TTM): 15.53X Cap: $802.82B
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• Morgan Stanley (MS $168.02)
  • $168.02 P/E (TTM): 17.18X Cap: $264.85B
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Q: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.
Mano.

Upvote 0

Read Answer Asked by Savalai on July 13, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $123.92)
  • $123.92 Cap: $14.30B
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Q: Do recent results change your perspective of consumer discretionary, small caps, fashion, growth or other parallels to aritzia?

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Read Answer Asked by Peter on July 13, 2023

• Nutrien Ltd. (NTR $99.28)
  • $99.28 P/E (TTM): 58.34X Cap: $47.59B
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Q: Are the strikes going to boost or lower Nutrien’s stock price in the short/term-long term…trying to get my head around he supply/demand logistics. Thank you.

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Read Answer Asked by James on July 13, 2023

• Alphabet Inc. (GOOG $311.08)
  • $311.08 P/E (TTM): 29.13X Cap: $3.81T
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• Booking Holdings Inc. (BKNG $4,062.60)
  • $4,062.60 P/E (TTM): 24.54X Cap: $122.60B
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• Salesforce Inc. (CRM $185.55)
  • $185.55 P/E (TTM): 24.72X Cap: $166.93B
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Q: Can you suggest 2 names in the tech sector for long term holds in an RRSP?
They would be purchased in the next month or two.
Thank you!

Upvote 0

Read Answer Asked by FJ on July 13, 2023

• BMO Canadian Dividend ETF (ZDV $30.10)
  • $30.10 P/E (TTM): 11.91X Cap: $1.60B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $35.39)
  • $35.39 P/E (TTM): 13.77X Cap: $3.34B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.27)
  • $66.27 P/E (TTM): 12.53X Cap: $6.47B
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• Global X Canadian High Dividend Index Corporate Class ETF (HXH $72.86)
  • $72.86 Cap: $209M
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Q: I am looking for the top 2 Canadian dividend ETFs to hold mostly in registered accounts. I screened for MERs less than about 0.4 and current yields of about 4.5% or more and came up with: ZDV, XEI and VDY. How would you rank these for long-term holdings; best first. XEI is tied for the lowest MER and has the highest yield, with 29% energy, 29% financial and 17% utilities. VDY has the largest AUM at $2B but high financials at 54% and low utilities at 6%. Finally, I would like to invest in HXH in unregistered accounts but I am concerned about the low daily trading an small AUM at $92M. Thank you!!

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Read Answer Asked by Grant on July 13, 2023

• DRI Healthcare Trust (DHT.UN $16.64)
  • $16.64 Cap: $889M
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Q: Hi 5i team. Can I have your thoughts on this company as an investment. Recently it's gotten a few upgrades in its target price.
Thanks Ken

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Read Answer Asked by Ken on July 13, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $123.92)
  • $123.92 Cap: $14.30B
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Q: Hello,
I have ATZ at a loss in my TFSA, so no benefit from the loss if I sell. In this situation and with a 5 year+ timeline, would you see ATZ as a hold, or are there other growth stocks you would have more confidence in? Thanks.

Upvote 0

Read Answer Asked by Martin on July 13, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $123.92)
  • $123.92 Cap: $14.30B
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Q: You have been strongly touting Aritzia for many many months.It is a a huge mess …especially after last nights report.I and many others are down approximately 50%.Do you think we should still keep this name?

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Read Answer Asked by Kim on July 13, 2023

• NVIDIA Corporation (NVDA $192.06)
  • $192.06 P/E (TTM): 47.1X Cap: $4.65T
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• Advanced Micro Devices Inc. (AMD $210.47)
  • $210.47 P/E (TTM): 75.53X Cap: $320.07B
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• Super Micro Computer Inc. (SMCI $30.81)
  • $30.81 P/E (TTM): 23.84X Cap: $18.39B
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• Opera Limited (OPRA $12.09)
  • $12.09 P/E (TTM): 13.66X Cap: $1.09B
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Lemonade Inc. (LMND $49.44)
  • $49.44 Cap: $3.77B
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• C3.ai Inc. Class A (AI $9.82)
  • $9.82 Cap: $1.37B
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• Duolingo Inc. (DUOL $107.77)
  • $107.77 P/E (TTM): 14.31X Cap: $5.19B
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Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!

Upvote 0

Read Answer Asked by Kim on July 13, 2023

• iShares Canadian Select Dividend Index ETF (XDV $41.96)
  • $41.96 P/E (TTM): 12.91X Cap: $2.28B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $35.39)
  • $35.39 P/E (TTM): 13.77X Cap: $3.34B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.38)
  • $43.38 P/E (TTM): 15.96X Cap: $1.13B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.27)
  • $66.27 P/E (TTM): 12.53X Cap: $6.47B
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• CI High Income Fund Class F (CIG447 $12.49)
  • $12.49 P/E (TTM): 13.8X
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Q: 5I team: Being a retired income investor and stuck on the nice yield for this fund I can still not be keen on it's substantial return of capital. Can you advise on a better alternative etf or fund for hands off solid yield as a replacement? Tks. Larry

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Read Answer Asked by Larry on July 13, 2023

• Canadian Net Real Estate Investment Trus (NET.UN $6.02)
  • $6.02 P/E (TTM): 9.38X Cap: $124M
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Q: For NET.UN:CA / Canadian Net REIT:

Thinking of re-entering this position. Seems like the distribution is well covered. Is the price in a good spot to get into given interest rates are elevated and perhaps increasing more in the near future?

Upvote 1

Read Answer Asked by Eugene on July 13, 2023

• DraftKings Inc. (DKNG $21.90)
  • $21.90 Cap: $10.75B
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Q: Your current thoughts on DKNG please and do you still prefer Flutter as a play on the sector?

Thx

Upvote 0

Read Answer Asked by blake on July 13, 2023