Investment Q&A

• Enbridge Inc. (ENB $74.28)
  • $74.28 P/E (TTM): 28.41X Cap: $162.10B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $79.92)
  • $79.92 P/E (TTM): 22.9X Cap: $40.55B
  • View FTS Profile
  • View Questions on FTS
• Restaurant Brands International Inc. (QSR $99.71)
  • $99.71 P/E (TTM): 31.05X Cap: $45.72B
  • View QSR Profile
  • View Questions on QSR
• Brookfield Renewable Partners L.P. (BEP.UN $41.47)
  • $41.47 Cap: $28.20B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• TMX Group Limited (X $49.08)
  • $49.08 P/E (TTM): 32.94X Cap: $13.65B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Thomson Reuters Corporation (TRI $132.25)
  • $132.25 P/E (TTM): 29.2X Cap: $58.82B
  • View TRI Profile
  • View Questions on TRI
• Leon's Furniture Limited (LNF $25.43)
  • $25.43 P/E (TTM): 16.51X Cap: $1.75B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Hydro One Limited (H $60.09)
  • $60.09 P/E (TTM): 27.73X Cap: $36.04B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.65)
  • $12.65 P/E (TTM): 34.19X Cap: $3.70B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.91)
  • $58.91 P/E (TTM): 28.87X Cap: $96.50B
  • View BAM Profile
  • View Questions on BAM

Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad

Upvote 19

Read Answer Asked by Brad on February 14, 2024

• Veeva Systems Inc. Class A (VEEV $178.88)
  • $178.88 P/E (TTM): 34.87X Cap: $29.40B
  • View VEEV Profile
  • View Questions on VEEV

Q: could you give me your recent thoughts on VEEV please. I own LLY and WELL as well in healthcare but have recently been thinking of replacing VEEV with ISRG. I plan to give WELL more time at least until small caps show more improvement.

Upvote 5

Read Answer Asked by Cheryl on February 14, 2024

• GoldMoney Inc. (XAU $17.03)
  • $17.03 Cap: $219M
  • View XAU Profile
  • View Questions on XAU

Q: Greetings — Today, (Feb 14/24) Goldmoney amended the terms of it NCIB to allow the company to purchase more of its own shares, from 592,058 shares to 744,536 shares.

My question: Once the company acquires any given number of its own shares, are those XAU shares cancelled (which could increase EPS) or retained as treasury stock?

Thanks for your fine service.

Upvote 1

Read Answer Asked by William on February 14, 2024

Q: I need to trim my holding in CRWD. What are the 3 top tech names outside of the mega caps you would consider as a replacement?
Thanks, Hugh

Upvote 5

Read Answer Asked by Hugh on February 14, 2024

• Intuitive Surgical Inc. (ISRG $472.16)
  • $472.16 P/E (TTM): 59.99X Cap: $167.67B
  • View ISRG Profile
  • View Questions on ISRG
• Danaher Corporation (DHR $187.32)
  • $187.32 P/E (TTM): 18.55X Cap: $132.46B
  • View DHR Profile
  • View Questions on DHR
• Masimo Corporation (MASI $175.49)
  • $175.49 Cap: $9.15B
  • View MASI Profile
  • View Questions on MASI
• Eli Lilly and Company When Distributed (LLY.WD)
  • P/E (TTM): 40.5X
  • View LLY.WD Profile
  • View Questions on LLY.WD

Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?

If you've got another recommendation, I'm all ears!

Upvote 6

Read Answer Asked by Cameron on February 14, 2024

• Morguard North American Residential Real Estate Investment Trust (MRG.UN $17.15)
  • $17.15 Cap: $894M
  • View MRG.UN Profile
  • View Questions on MRG.UN

Q: Would appreciate your comments on their just-released quarter financials. Dividend back over 5% after this day's drop. Payout ratio of about 43%. I am wanting to own residential, but have been put off by the low dividends from most. This one is now looking good to me, but do you see any red flags here? Are there any others you might suggest (but please, with a reasonable dividend!)
Thanks!
Paul

Upvote 2

Read Answer Asked by Paul on February 14, 2024

• Allied Properties Real Estate Investment Trust (AP.UN $9.35)
  • $9.35 P/E (TTM): 6.88X Cap: $1.19B
  • View AP.UN Profile
  • View Questions on AP.UN
• Dream Office Real Estate Investment Trust (D.UN $15.98)
  • $15.98 Cap: $306M
  • View D.UN Profile
  • View Questions on D.UN

Q: I am hearing investors piling into commercial real estate. I am looking for office real estate REITs in Canada that are beaten down, will not go down but have a potential price appreciation when environment improves. I am more looking for capital appreciation and not necessarily dividend.

Upvote 2

Read Answer Asked by Ron on February 14, 2024

• Cenovus Energy Inc. (CVE $31.85)
  • $31.85 P/E (TTM): 14.81X Cap: $59.98B
  • View CVE Profile
  • View Questions on CVE

Q: Has CVE filed to do any pref share buybacks?

As CVE reduces profit, would their prefs be consideration? In what order might they target their debt reduction?

Thank you

Upvote 2

Read Answer Asked by Dominic on February 14, 2024

• Blackrock Enhanced International Dividend Trust (BGY $5.57)
  • $5.57 P/E (TTM): 11.24X Cap: $567M
  • View BGY Profile
  • View Questions on BGY
• BlackRock Utility Infrastructure & Power Opportunities Trust (BUI $26.72)
  • $26.72 P/E (TTM): 21.88X Cap: $599M
  • View BUI Profile
  • View Questions on BUI
• JPMorgan Equity Premium Income ETF (JEPI $57.09)
  • $57.09 P/E (TTM): 25.63X Cap: $43.16B
  • View JEPI Profile
  • View Questions on JEPI

Q: Hello. can I get your opinion on these. Are they worth buying or can you suggest something else ? Thank you for the great service.

Upvote 1

Read Answer Asked by ric on February 14, 2024

• Dye & Durham Limited (DND $4.50)
  • $4.50 Cap: $302M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: hi 5i
With reference to my earlier question you mention there are better names, could you please advise a few of those names .
thx

Upvote 3

Read Answer Asked by jim on February 14, 2024

• Royal Bank of Canada (RY $221.47)
  • $221.47 P/E (TTM): 14.85X Cap: $309.28B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $128.05)
  • $128.05 P/E (TTM): 10.25X Cap: $213.69B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $94.38)
  • $94.38 P/E (TTM): 23.19X Cap: $116.32B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I hold positions in these three banks. What entry points would you be comfortable adding to these names?

Thanks
Tim

Upvote 6

Read Answer Asked by Timothy on February 14, 2024

• Dye & Durham Limited (DND $4.50)
  • $4.50 Cap: $302M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Hi 5i
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?

Thx

Upvote 1

Read Answer Asked by jim on February 14, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $30.72)
  • $30.72 Cap: $11.99B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $195.53)
  • $195.53 P/E (TTM): 43.94X Cap: $51.63B
  • View COIN Profile
  • View Questions on COIN

Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.

Upvote 7

Read Answer Asked by Ed on February 14, 2024

• Snowline Gold Corp. (SGD)
  • Cap: $369M
  • View SGD Profile
  • View Questions on SGD

Q: Your thoughts on the outlook for this stock? Would you consider it a Buy?

Upvote 1

Read Answer Asked by Charles on February 14, 2024

Q: What is the reaction of preferred shares to interest rate changes? How does a preferred share differ from a bond?

Upvote 5

Read Answer Asked by Dennis on February 14, 2024

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 11.89X Cap: $228M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Can you comment on their earnings and your opinion of their prospects...is their some growth on the horizon to go with the yield of about 5.75%? Thanks!

Upvote 2

Read Answer Asked by Michael on February 14, 2024

• Tesla Inc. (TSLA $391.20)
  • $391.20 P/E (TTM): 362.22X Cap: $1.46T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hi 5i, Tesla is down again today, would you buy it with some fun money looking for a bounce back in the short term (say 6 months)? Would you prefer a long term hold with this company?

Upvote 2

Read Answer Asked by Barbara on February 14, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.65)
  • $12.65 P/E (TTM): 34.19X Cap: $3.70B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Hi Guys

Your thoughts on Dream Industrial earnings just out? Where do you see the stock out 3 years?

Thanks

Stuart

Upvote 8

Read Answer Asked by Stuart on February 14, 2024

• Descartes Systems Group Inc. (The) (DSG $99.52)
  • $99.52 P/E (TTM): 43.29X Cap: $8.56B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $140.00)
  • $140.00 P/E (TTM): 36.11X Cap: $11.50B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS $37.77)
  • $37.77 Cap: $3.70B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BRP Inc. Subordinate Voting Shares (DOO $87.51)
  • $87.51 Cap: $6.41B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $135.02)
  • $135.02 P/E (TTM): 40.52X Cap: $3.73B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TerraVest Industries Inc. (TVK $132.91)
  • $132.91 Cap: $2.88B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $105.70)
  • $105.70 P/E (TTM): 17.71X Cap: $3.87B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.41)
  • $183.41 P/E (TTM): 27.13X Cap: $2.18B
  • View HPS.A Profile
  • View Questions on HPS.A
• Richelieu Hardware Ltd. (RCH $41.58)
  • $41.58 P/E (TTM): 26.83X Cap: $2.28B
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH
• Aritzia Inc. Subordinate Voting Shares (ATZ $111.04)
  • $111.04 Cap: $12.81B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Trisura Group Ltd. (TSU $44.02)
  • $44.02 P/E (TTM): 14.82X Cap: $2.09B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.03B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Docebo Inc. (DCBO $26.09)
  • $26.09 P/E (TTM): 14.1X Cap: $750M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Dye & Durham Limited (DND $4.50)
  • $4.50 Cap: $302M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $97.87)
  • $97.87 P/E (TTM): 310.55X Cap: $12.85B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.08)
  • $25.08 P/E (TTM): 97.04X Cap: $6.43B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Upvote 28

Read Answer Asked by Timothy on February 14, 2024

• BlackRock Inc. (BLK $924.11)
  • $924.11 P/E (TTM): 26.17X Cap: $143.73B
  • View BLK Profile
  • View Questions on BLK
• Deere & Company (DE $577.50)
  • $577.50 P/E (TTM): 32.57X Cap: $155.98B
  • View DE Profile
  • View Questions on DE
• Constellation Brands Inc. (STZ $150.14)
  • $150.14 P/E (TTM): 23.46X Cap: $26.03B
  • View STZ Profile
  • View Questions on STZ
• Thermo Fisher Scientific Inc (TMO $464.37)
  • $464.37 P/E (TTM): 26.18X Cap: $172.50B
  • View TMO Profile
  • View Questions on TMO
• lululemon athletica inc. (LULU $157.78)
  • $157.78 P/E (TTM): 10.98X Cap: $17.70B
  • View LULU Profile
  • View Questions on LULU
• ServiceNow Inc. (NOW $113.62)
  • $113.62 P/E (TTM): 67.95X Cap: $118.84B
  • View NOW Profile
  • View Questions on NOW
• Palo Alto Networks Inc. (PANW $167.02)
  • $167.02 P/E (TTM): 92.27X Cap: $136.28B
  • View PANW Profile
  • View Questions on PANW

Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2024