Investment Q&A

• General Dynamics Corporation (GD $340.75)
  • $340.75 P/E (TTM): 22.31X Cap: $91.72B
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• GE Aerospace (GE $300.88)
  • $300.88 P/E (TTM): 40.95X Cap: $319B
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• Lockheed Martin Corporation (LMT $499.00)
  • $499.00 P/E (TTM): 27.62X Cap: $116.54B
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• Northrop Grumman Corporation (NOC $605.42)
  • $605.42 P/E (TTM): 21.89X Cap: $87.24B
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• Miscellaneous (MISC)
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• SPDR S&P Aerospace & Defense ETF (XAR $236.50)
  • $236.50 P/E (TTM): 5.83X Cap: $4.35B
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• RTX Corporation (RTX $167.20)
  • $167.20 P/E (TTM): 35.96X Cap: $223.97B
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Q: Dear 5i team.

I would like to look at a small investment in defence/war munitions sector companys or ETF. Can you suggest 3-5 names that cater to "War" efforts that can be considered a DIY ETF? As well, which ETF(s) would you consider for this exercise. Ideally one with the lowest BA %.
Finally, are these Co's trading at resonable valuations, or has this ship sailed, so to speak?

Many thanks for your help.

Upvote 2

Read Answer Asked by Arthur on June 10, 2024

• Brookfield Corporation Class A Preference Shares Series 4 (BN.PR.C $12.70)
  • $12.70 P/E (TTM): 161.86X Cap: $142.61B
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Q: Looking back, I have had this in my RRSP for many years and it always seems to be in negative territory. I don't really understand what it is/does. Should I be rid of it. Thank you.

Upvote 2

Read Answer Asked by ANNE on June 10, 2024

• BCE Inc. (BCE $32.71)
  • $32.71 P/E (TTM): 70.41X Cap: $30.32B
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• TELUS Corporation (T $22.06)
  • $22.06 P/E (TTM): 34.25X Cap: $33.64B
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Q: Hello. I'm a bit concerned about the payout ratios of BCE and Telus. Telus has an even higher payout ratio than BCE, and I'm wondering what their prospects look like for the next few years. Will they be able to keep up these high dividends? Is there a chance they might cut their dividends? My question is, should we reduce our exposure to these telecom stocks and reinvest in other areas? Your insight would be really helpful. Thank you!

Upvote 10

Read Answer Asked by Esther on June 10, 2024

• Amazon.com Inc. (AMZN $220.63)
  • $220.63 P/E (TTM): 33.87X Cap: $2.34T
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• Costco Wholesale Corporation (COST $917.34)
  • $917.34 P/E (TTM): 53.56X Cap: $410.49B
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• Micron Technology Inc. (MU $182.15)
  • $182.15 P/E (TTM): 29.43X Cap: $187.25B
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• NVIDIA Corporation (NVDA $187.24)
  • $187.24 P/E (TTM): 51.81X Cap: $4.53T
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• QUALCOMM Incorporated (QCOM $166.49)
  • $166.49 P/E (TTM): 15.97X Cap: $179.50B
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• Eli Lilly and Company (LLY $825.42)
  • $825.42 P/E (TTM): 47.48X Cap: $722.14B
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• ASML Holding N.V. (ASML $1,003.27)
  • $1,003.27 P/E (TTM): 42.64X Cap: $380.73B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $288.47)
  • $288.47 P/E (TTM): 37.09X Cap: $1.44T
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• Datadog Inc. (DDOG $152.70)
  • $152.70 P/E (TTM): 410.34X Cap: $49.66B
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• Propel Holdings Inc. (PRL $29.23)
  • $29.23 P/E (TTM): 14.85X Cap: $1.14B
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Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Upvote 17

Read Answer Asked by Frank on June 10, 2024

• Southern Company (The) (SO $94.80)
  • $94.80 P/E (TTM): 24.27X Cap: $104.25B
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Q: Hi there,

I’d like to add a US utility with some exposure to clean energy including Nuclear and decent dividend. I stumbled on SO. What do you think?

Thank you!

Upvote 3

Read Answer Asked by Robert on June 10, 2024

• Celestica Inc. (CLS $351.19)
  • $351.19 P/E (TTM): 55.16X Cap: $39.39B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.80)
  • $125.80 P/E (TTM): 18.36X Cap: $1.46B
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Q: When the clock strikes midnight,Cinderella turns back to herself,but the Prince got her slipper, found her and happiness therafter.Both Great darlings,Hps.a & Cls have recently retreated from their highs,Shameful that I do not have a postion,so please advise good entry points. If I can only have one,which do U prefer? Txs for U usual great advices & services

Upvote 17

Read Answer Asked by Peter on June 10, 2024

• Pembina Pipeline Corporation (PPL $55.67)
  • $55.67 P/E (TTM): 18.8X Cap: $32.68B
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• Keyera Corp. (KEY $46.59)
  • $46.59 P/E (TTM): 19.38X Cap: $10.69B
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Q: I would like to add to one or both equities.
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert

Upvote 5

Read Answer Asked by ALBERT on June 10, 2024

• Alimentation Couche-Tard Inc. (ATD $74.65)
  • $74.65 P/E (TTM): 19.67X Cap: $69.84B
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Q: ATD announced on Jun 6 that it will sell discounted food via smartphone app for half original price or less.Please comment and its impact on financials.In view of foregoing.is it timely to add given that u last good entry price is $74-75. Txs for u usual great services & views.

Upvote 5

Read Answer Asked by Peter on June 10, 2024

• Realty Income Corporation (O $60.46)
  • $60.46 P/E (TTM): 58.79X Cap: $55.58B
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Q: Can I get thoughts on O? Seems like it might be a good time to buy.
Thank you

Upvote 2

Read Answer Asked by Terry on June 10, 2024

• Salesforce Inc. (CRM $235.69)
  • $235.69 P/E (TTM): 35.62X Cap: $225.62B
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• Atlassian Corporation (TEAM $149.57)
  • $149.57 Cap: $41.89B
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• MongoDB Inc. (MDB $321.53)
  • $321.53 Cap: $25.25B
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• Elastic N.V. (ESTC $86.62)
  • $86.62 Cap: $8.97B
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• Snowflake Inc. (SNOW $230.55)
  • $230.55 Cap: $76.41B
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• UiPath Inc. Class A (PATH $12.99)
  • $12.99 P/E (TTM): 418.67X Cap: $7.10B
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Q: Please comment on ESTC most recent earnings. Thank you.

Upvote 3

Read Answer Asked by Larry M. on June 10, 2024

• Magna International Inc. (MG $66.16)
  • $66.16 P/E (TTM): 11.09X Cap: $18.57B
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Q: At what point does magna become too cheap to ignore?
Down almost 30 percent from its high. .

Upvote 12

Read Answer Asked by Helen on June 07, 2024

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.49)
  • $10.49 P/E (TTM): 15.64X Cap: $704M
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Q: Time for a quarterly update. Nothing too exciting but the market seemed to like it.

Upvote 2

Read Answer Asked by Jim on June 07, 2024

• Adobe Inc. (ADBE $343.72)
  • $343.72 P/E (TTM): 23.05X Cap: $147.66B
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• Salesforce Inc. (CRM $235.69)
  • $235.69 P/E (TTM): 35.62X Cap: $225.62B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.62)
  • $208.62 P/E (TTM): 84.24X Cap: $268.65B
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• Propel Holdings Inc. (PRL $29.23)
  • $29.23 P/E (TTM): 14.85X Cap: $1.14B
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Q: Hey folks...great service....just wondering if you have one or two canadian and US stocks you are pounding the table on right now...perhaps something that has been sold off but has very good chance of a shorter term rebound....thanks.

Upvote 28

Read Answer Asked by dan on June 07, 2024

Q: Why do you have so many stocks not rated (NR) in your portfolio even some of those with higher allocations? How do you arrive at your ratings? Perhaps as a newcomer i missed explanation somewhere that is given already. Finally how do I get a nickname? thks

Upvote 6

Read Answer Asked by Ronald on June 07, 2024

• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 Cap: $6.71B
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Q: Bank of Canada cut rate, would this impact CASH's yield? Thank you.

Upvote 4

Read Answer Asked by David on June 07, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.11)
  • $40.11 P/E (TTM): 14.87X Cap: $1.04B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $57.90)
  • $57.90 P/E (TTM): 5.96X Cap: $4.78B
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• Vanguard Dividend Appreciation FTF (VIG $216.91)
  • $216.91 P/E (TTM): 24.54X Cap: $92.41B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.21)
  • $20.21 Cap: $973M
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Q: Can you recommend your top 3 dividend etfs regardless of sector?

Upvote 8

Read Answer Asked by Gary on June 07, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.80)
  • $125.80 P/E (TTM): 18.36X Cap: $1.46B
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• Lumine Group Inc. (LMN $42.05)
  • $42.05 P/E (TTM): 151.79X Cap: $10.53B
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Q: I currently have small positions in both of the above and want to consolidate. Which do you suggest I sell to buy the other. I have gains on both but taxes not a factor. Longer term investor here, just don't want small positions.

Upvote 21

Read Answer Asked by alex on June 07, 2024

• Bank of Nova Scotia (The) (BNS $90.07)
  • $90.07 P/E (TTM): 17.35X Cap: $111.72B
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• Suncor Energy Inc. (SU $57.56)
  • $57.56 P/E (TTM): 12.55X Cap: $70.65B
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• Enbridge Inc. (ENB $69.16)
  • $69.16 P/E (TTM): 24.33X Cap: $153.12B
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• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $80.06B
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• Dollarama Inc. (DOL $181.79)
  • $181.79 P/E (TTM): 40.65X Cap: $50.72B
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• WSP Global Inc. (WSP $274.68)
  • $274.68 P/E (TTM): 44.06X Cap: $35.69B
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• Descartes Systems Group Inc. (The) (DSG $127.59)
  • $127.59 P/E (TTM): 56.79X Cap: $11.26B
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• TFI International Inc. (TFII $123.87)
  • $123.87 P/E (TTM): 20.77X Cap: $10.16B
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• Alimentation Couche-Tard Inc. (ATD $74.65)
  • $74.65 P/E (TTM): 19.67X Cap: $69.84B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.62)
  • $208.62 P/E (TTM): 84.24X Cap: $268.65B
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• Hydro One Limited (H $49.38)
  • $49.38 P/E (TTM): 23.57X Cap: $29.77B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.87)
  • $49.87 Cap: $17.92B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.67)
  • $94.67 P/E (TTM): 161.86X Cap: $142.83B
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Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!

Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.

What do you think if these for the TFSA - CSU, BN, SHOP and DOL?

These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?

Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?

Thanks a lot!

Upvote 18

Read Answer Asked by Ian on June 07, 2024

• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.39X Cap: $2.78B
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• Bird Construction Inc. (BDT $30.14)
  • $30.14 P/E (TTM): 16.49X Cap: $1.67B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.80)
  • $125.80 P/E (TTM): 18.36X Cap: $1.46B
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• Vitalhub Corp. (VHI $11.08)
  • $11.08 P/E (TTM): 131.53X Cap: $621M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.87)
  • $7.87 P/E (TTM): 6.68X Cap: $220M
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• Propel Holdings Inc. (PRL $29.23)
  • $29.23 P/E (TTM): 14.85X Cap: $1.14B
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Q: There has been lots of good discussion about these 6 stocks on your forums section over the last year BDT, DRX, GSY, HPS.A, PRL, VHI. All have been big winners. Do you think they are still promising investments at current prices?

Upvote 44

Read Answer Asked by Dan on June 07, 2024

Q: I'm having a hard time determining when to sell a stock. I feel like I either sell too early or hold too long. I think it's probably better to trip earnings but how do I know when to?

Upvote 47

Read Answer Asked by Ashleigh on June 07, 2024