Investment Q&A

Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.

Upvote 10

Read Answer Asked by David on April 23, 2024

• Purpose US Cash Fund (PSU.U $100.10)
  • $100.10 Cap: $781M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.19)
  • $116.19 Cap: $1.90B
  • View HSAV Profile
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $116.00)
  • $116.00 Cap: $753M
  • View HSUV.U Profile
  • View Questions on HSUV.U
• US High Interest Savings Account Fund (HISU.U $100.12)
  • $100.12 Cap: $437M
  • View HISU.U Profile
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• Global X USD High Interest Savings ETF (UCSH.U $50.08)
  • $50.08 Cap: $293M
  • View UCSH.U Profile
  • View Questions on UCSH.U

Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again

Upvote 6

Read Answer Asked by TOM on April 23, 2024

• Star Group L.P. (SGU $11.83)
  • $11.83 P/E (TTM): 6.49X Cap: $408M
  • View SGU Profile
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Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?

Upvote 1

Read Answer Asked by David on April 23, 2024

• CMS Energy Corporation (CMS $74.72)
  • $74.72 P/E (TTM): 21.94X Cap: $22.18B
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• Atmos Energy Corporation (ATO $165.89)
  • $165.89 P/E (TTM): 21.88X Cap: $24.94B
  • View ATO Profile
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• Otter Tail Corporation (OTTR $79.60)
  • $79.60 P/E (TTM): 11.53X Cap: $3.29B
  • View OTTR Profile
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• Star Group L.P. (SGU $11.83)
  • $11.83 P/E (TTM): 6.49X Cap: $408M
  • View SGU Profile
  • View Questions on SGU

Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.

Upvote 1

Read Answer Asked by Thomas on April 23, 2024

• Nucor Corporation (NUE $137.98)
  • $137.98 P/E (TTM): 24.59X Cap: $31.60B
  • View NUE Profile
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Q: How were the results and guidance ? Thank you.

Upvote 1

Read Answer Asked by Paul on April 23, 2024

• Canoe EIT Income Fund (EIT.UN $15.14)
  • $15.14 P/E (TTM): 19.57X Cap: $2.42B
  • View EIT.UN Profile
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• Blue Ribbon Income Fund (RBN.UN $8.51)
  • $8.51 P/E (TTM): 20.18X Cap: $81M
  • View RBN.UN Profile
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Q: As a retired income investment, I have enjoyed the steady increase in the value of these funds over the last years as well as a good dividend. In fact they tended to stay steady every time the market dipped. Until lately. Both have seen daily drops unseen before. Has anything changed or is it the general skittish market right now.

Upvote 3

Read Answer Asked by Don on April 23, 2024

• Kirkland Lake Discoveries Corp. (KLDC $0.14)
  • $0.14 Cap: $9M
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Q: Any thoughts on Kirkland Lake Discovery Corp?

Upvote 1

Read Answer Asked by Gregory on April 23, 2024

• Greenlane Renewables Inc. (GRN $0.10)
  • $0.10 Cap: $14M
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Q: Could you please provide your outlook on this name? I lost 95% on this one in my TFSA, any chance this name may rebounds?

thank you,

Upvote 1

Read Answer Asked by Kate on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.19)
  • $116.19 Cap: $1.90B
  • View HSAV Profile
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Q: I really appreciated your explanation made today on this ETF.
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot

Upvote 5

Read Answer Asked by TOM on April 23, 2024

• BMO Equal Weight REITs Index ETF (ZRE $22.04)
  • $22.04 P/E (TTM): 54.85X Cap: $583M
  • View ZRE Profile
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• BMO Equal Weight Utilities Index ETF (ZUT $24.55)
  • $24.55 P/E (TTM): 38.82X Cap: $724M
  • View ZUT Profile
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• BMO Equal Weight Banks Index ETF (ZEB $46.91)
  • $46.91 P/E (TTM): 12.51X Cap: $3.90B
  • View ZEB Profile
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• BMO Equal Weight Industrials Index ETF (ZIN $45.38)
  • $45.38 P/E (TTM): 19.06X Cap: $37M
  • View ZIN Profile
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $75.18)
  • $75.18 P/E (TTM): 15.43X Cap: $217M
  • View ZEO Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.40)
  • $44.40 P/E (TTM): 5.94X Cap: $18.15B
  • View XIC Profile
  • View Questions on XIC
• Invesco S&P 500 Equal Weight Index ETF (EQL $38.08)
  • $38.08 P/E (TTM): 45.24X Cap: $1.38B
  • View EQL Profile
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Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $8.84)
  • $8.84 P/E (TTM): 62.2X Cap: $6.63B
  • View CS Profile
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• Kraken Robotics Inc. (PNG $3.43)
  • $3.43 P/E (TTM): 48.86X Cap: $901M
  • View PNG Profile
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Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $223.93)
  • $223.93 P/E (TTM): 50.65X Cap: $90.37B
  • View CTAS Profile
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• Mettler-Toledo International Inc. (MTD $1,223.84)
  • $1,223.84 P/E (TTM): 31.06X Cap: $25.16B
  • View MTD Profile
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $40.41)
  • $40.41 Cap: $4.16B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.55)
  • $129.55 P/E (TTM): 19.09X Cap: $1.50B
  • View HPS.A Profile
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Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $192.74)
  • $192.74 P/E (TTM): 44.0X Cap: $53.78B
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• Gildan Activewear Inc. (GIL $71.87)
  • $71.87 P/E (TTM): 20.48X Cap: $10.98B
  • View GIL Profile
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  • View Reports on GIL
• Restaurant Brands International Inc. (QSR $90.89)
  • $90.89 P/E (TTM): 23.11X Cap: $42.88B
  • View QSR Profile
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• Metro Inc. (MRU $105.87)
  • $105.87 P/E (TTM): 24.02X Cap: $23.49B
  • View MRU Profile
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• WSP Global Inc. (WSP $274.67)
  • $274.67 P/E (TTM): 52.11X Cap: $37.12B
  • View WSP Profile
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• Chartwell Retirement Residences (CSH.UN $18.00)
  • $18.00 P/E (TTM): 86.1X Cap: $5.12B
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• TFI International Inc. (TFII $120.42)
  • $120.42 P/E (TTM): 20.67X Cap: $10.33B
  • View TFII Profile
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• BRP Inc. Subordinate Voting Shares (DOO $71.24)
  • $71.24 Cap: $5.13B
  • View DOO Profile
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• Alimentation Couche-Tard Inc. (ATD $70.35)
  • $70.35 P/E (TTM): 19.07X Cap: $67.11B
  • View ATD Profile
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• Premium Brands Holdings Corporation (PBH $91.79)
  • $91.79 P/E (TTM): 32.61X Cap: $4.12B
  • View PBH Profile
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  • View Reports on PBH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.55)
  • $129.55 P/E (TTM): 19.09X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $72.34)
  • $72.34 P/E (TTM): 37.08X Cap: $8.47B
  • View ATZ Profile
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  • View Reports on ATZ
• Vitalhub Corp. (VHI $13.77)
  • $13.77 P/E (TTM): 302.89X Cap: $751M
  • View VHI Profile
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• WELL Health Technologies Corp. (WELL $4.77)
  • $4.77 Cap: $1.18B
  • View WELL Profile
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.04)
  • $53.04 P/E (TTM): 30.95X Cap: $2.07B
  • View AND Profile
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• Boyd Group Services Inc. (BYD $187.39)
  • $187.39 P/E (TTM): 223.74X Cap: $4.13B
  • View BYD Profile
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $95.90)
  • $95.90 P/E (TTM): 344.86X Cap: $40.79B
  • View CSGP Profile
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
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Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.40)
  • $8.40 P/E (TTM): 14.66X Cap: $75M
  • View LCS Profile
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Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $84.33)
  • $84.33 P/E (TTM): 15.3X Cap: $48.26B
  • View SLF Profile
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• Intact Financial Corporation (IFC $285.45)
  • $285.45 P/E (TTM): 23.32X Cap: $51.28B
  • View IFC Profile
  • View Questions on IFC

Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $192.74)
  • $192.74 P/E (TTM): 44.0X Cap: $53.78B
  • View DOL Profile
  • View Questions on DOL
• Premium Brands Holdings Corporation (PBH $91.79)
  • $91.79 P/E (TTM): 32.61X Cap: $4.12B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.17)
  • $43.17 P/E (TTM): 62.77X Cap: $7.17B
  • View CAR.UN Profile
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• Stantec Inc. (STN $149.47)
  • $149.47 P/E (TTM): 45.74X Cap: $17.31B
  • View STN Profile
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  • View Reports on STN
• InterRent Real Estate Investment Trust (IIP.UN $13.25)
  • $13.25 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.94)
  • $17.94 P/E (TTM): 3.49X Cap: $2.16B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• North American Construction Group Ltd. (NOA $22.30)
  • $22.30 P/E (TTM): 15.52X Cap: $580M
  • View NOA Profile
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• Taiga Building Products Ltd. (TBL $3.21)
  • $3.21 P/E (TTM): 7.9X Cap: $346M
  • View TBL Profile
  • View Questions on TBL

Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024

• CoStar Group Inc. (CSGP $95.90)
  • $95.90 P/E (TTM): 344.86X Cap: $40.79B
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024