Investment Q&A

• Linamar Corporation (LNR $75.07)
  • $75.07 P/E (TTM): 21.47X Cap: $4.54B
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• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
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Q: Would you be a buyer of Linamar today or still prefer to own Magna?
Thanks

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Read Answer Asked on July 30, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 102.05X Cap: $1.86B
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Q: Both Aritzia and Canada Goose have seen a drop in their share prices recently. I am interested in investing in one of them for the long term. Which one do you think has a better growth potential and why?

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Read Answer Asked by Esther on July 30, 2023

• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Which company do you have more confidence in for capital preservation? thanks.

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Read Answer Asked by Cheryl on July 30, 2023

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 74.87X Cap: $189.99B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.2X Cap: $10.33B
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
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Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

Upvote 1

Read Answer Asked by Mahendiali on July 30, 2023

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.15X Cap: $3.15B
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Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.

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Read Answer Asked by Christine on July 30, 2023

• TELUS International (Cda) Inc. Subordinate (TIXT $4.31)
  • $4.31 Cap: $1.20B
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Q: hello
Per Chris s July 27 question and a fellow 5i member also at a substantial loss to date - does any of the respective 5iii analysts in fact own these positions also ?
* There was no disclaimer in your answer.

Upvote 1

Read Answer Asked by Brant on July 30, 2023

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
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• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.5X Cap: $1.02T
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Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.

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Read Answer Asked by Bruce on July 30, 2023

• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.01X Cap: $110.03B
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Q: Hello 5i
Please share with us your views on the quarter.

Tia!

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Read Answer Asked by Kat on July 28, 2023

• AbbVie Inc. (ABBV $228.20)
  • $228.20 P/E (TTM): 107.72X Cap: $403.12B
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Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L

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Read Answer Asked by Paul on July 28, 2023

• Lennox International Inc. (LII $495.69)
  • $495.69 P/E (TTM): 21.43X Cap: $17.13B
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Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

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Read Answer Asked by Brian on July 28, 2023

• Gibraltar Industries Inc. (ROCK $64.04)
  • $64.04 P/E (TTM): 16.25X Cap: $2.01B
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Q: Hello,

Can I please get your opinion of Gibraltar Industries (ROCK). Thanks

Dave

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Read Answer Asked by David on July 28, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.44)
  • $38.44 P/E (TTM): 78.0X Cap: $6.04B
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• Granite Real Estate Investment Trust (GRT.UN $77.51)
  • $77.51 P/E (TTM): 20.87X Cap: $4.69B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.86B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.77X Cap: $3.51B
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• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
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Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

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Read Answer Asked by Alexandra on July 28, 2023

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Intuit Inc. (INTU $656.18)
  • $656.18 P/E (TTM): 47.99X Cap: $182.94B
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• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.96X Cap: $239.38B
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• Intercontinental Exchange Inc. (ICE $148.52)
  • $148.52 P/E (TTM): 30.19X Cap: $85.01B
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• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 33.55X Cap: $64.51B
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• Palo Alto Networks Inc. (PANW $218.27)
  • $218.27 P/E (TTM): 135.3X Cap: $146B
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• S&P Global Inc. (SPGI $491.57)
  • $491.57 P/E (TTM): 37.98X Cap: $144.42B
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• MSCI Inc. (MSCI $583.14)
  • $583.14 P/E (TTM): 39.35X Cap: $43.81B
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Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

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Read Answer Asked by Tamara on July 28, 2023

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

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Read Answer Asked by Dean on July 28, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.36)
  • $39.36 P/E (TTM): 23.81X Cap: $10.69B
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• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
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• FirstService Corporation (FSV $218.59)
  • $218.59 P/E (TTM): 50.79X Cap: $9.90B
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Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

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Read Answer Asked by Margot on July 28, 2023

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: The splitting into gas and liquids components is not impressing the market, seems more like shuffling the deck chairs. I've owned TRP for many years at a good profit which has now become a small loss and am considering selling. Any sage advice?

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Read Answer Asked by richard on July 28, 2023

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: This company is in a free fall. Is it a good time to get in?

Great yield.

TY

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Read Answer Asked by Gerald on July 28, 2023

• FirstService Corporation (FSV $218.59)
  • $218.59 P/E (TTM): 50.79X Cap: $9.90B
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Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. Thank You.

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Read Answer Asked by Brian on July 28, 2023

• HP Inc. (HPQ $27.51)
  • $27.51 P/E (TTM): 10.69X Cap: $25.71B
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Q: I have been holding HPQ for years. The company does not seem to go anywhwere. What are your thoughts on this company?

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Read Answer Asked by Serge on July 28, 2023

• Restaurant Brands International Inc. (QSR $93.89)
  • $93.89 P/E (TTM): 25.01X Cap: $42.48B
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• MTY Food Group Inc. (MTY $33.55)
  • $33.55 P/E (TTM): 24.26X Cap: $775M
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Q: Hello, What are you thoughts on MTY? Between QSR and MTY, which one would you prefer. Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on July 28, 2023