Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.55)
  • $127.55 P/E (TTM): 16.9X Cap: $28.71B
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• Constellation Software Inc. (CSU $3,896.32)
  • $3,896.32 P/E (TTM): 99.51X Cap: $85.39B
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• Intact Financial Corporation (IFC $267.17)
  • $267.17 P/E (TTM): 21.76X Cap: $47.99B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.71)
  • $94.71 P/E (TTM): 161.14X Cap: $143.39B
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• Lumine Group Inc. (LMN $41.40)
  • $41.40 P/E (TTM): 160.5X Cap: $10.82B
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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 $39.60)
  • $39.60 Cap: $10.67B
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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 $19.36)
  • $19.36 Cap: $4.40B
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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 $205.82)
  • $205.82 P/E (TTM): 95.08X Cap: $267.23B
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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 $4.55)
  • $4.55 P/E (TTM): 18.35X Cap: $3M
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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 $529.47)
  • $529.47 P/E (TTM): 37.93X Cap: $3.84T
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• Brookfield Renewable Partners L.P. (BEP.UN $38.06)
  • $38.06 Cap: $24.37B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $80.37)
  • $80.37 P/E (TTM): 39.66X Cap: $132.09B
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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 $5.57)
  • $5.57 Cap: $1.38B
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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 $36.78)
  • $36.78 Cap: $4.07B
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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 $56.70)
  • $56.70 Cap: $4.02B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 1

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $205.82)
  • $205.82 P/E (TTM): 95.08X Cap: $267.23B
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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 $166.77)
  • $166.77 P/E (TTM): 28.49X Cap: $26.67B
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• Vanguard Information Technology ETF (VGT $764.23)
  • $764.23 P/E (TTM): 37.24X Cap: $96.23B
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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 $54.84)
  • $54.84 P/E (TTM): 30.93X Cap: $30.87B
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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 $3,896.32)
  • $3,896.32 P/E (TTM): 99.51X Cap: $85.39B
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• WSP Global Inc. (WSP $274.48)
  • $274.48 P/E (TTM): 45.04X Cap: $36.13B
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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 $133.97)
  • $133.97 P/E (TTM): 18.98X Cap: $1.50B
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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 $77.05)
  • $77.05 P/E (TTM): 21.62X Cap: $98.28B
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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 $127.55)
  • $127.55 P/E (TTM): 16.9X Cap: $28.71B
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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 $5,424.36)
  • $5,424.36 P/E (TTM): 37.77X Cap: $175.59B
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• Starbucks Corporation (SBUX $82.18)
  • $82.18 P/E (TTM): 37.25X Cap: $98.23B
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• lululemon athletica inc. (LULU $174.19)
  • $174.19 P/E (TTM): 11.99X Cap: $19.92B
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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

• BCE Inc. (BCE $32.29)
  • $32.29 P/E (TTM): 70.87X Cap: $30.40B
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• TELUS Corporation (T $21.67)
  • $21.67 P/E (TTM): 34.2X Cap: $33.60B
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Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Upvote 7

Read Answer Asked by Ted on May 01, 2024

• Cameco Corporation (CCO $119.64)
  • $119.64 P/E (TTM): 95.53X Cap: $51.14B
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Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Upvote 1

Read Answer Asked by Brad on May 01, 2024