Investment Q&A

• Grupo Aeroportuario del Sureste S.A. de C.V. (ASR $306.08)
  • $306.08 P/E (TTM): 126.16X Cap: $9.29B
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Q: Can I get your opinion on the current valuation and outlook for Grupo Aeroportuario del Sureste S.A. de C.V. (ASR:US)

Thanks

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Read Answer Asked by Scott on February 06, 2023

• Dorel Industries Inc. Class A Multiple Voting Shares (DII.A $2.50)
  • $2.50 Cap: $81M
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Q: Looks like this remains a situation where selling off the remaining pieces is the end game. Would you consider a speculative buy on this name?

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Read Answer Asked by Jim on February 06, 2023

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $192.76)
  • $192.76 P/E (TTM): 31.9X Cap: $19.01B
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Q: Stock has recently caught fire AGAIN and things look promising. whats your opinion at least for the next 3 to 6 months thank you?

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Read Answer Asked by Nghi on February 03, 2023

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
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Q: May I have your comments on earnings please

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Read Answer Asked by Margot on February 03, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $21.93B
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Q: Can I have your analysis on these two companies recently announced earnings and your overall opinion on these two securities.

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Read Answer Asked by Brian on February 03, 2023

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.62X Cap: $195.71B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $143.65B
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Q: I have some cash to deploy in an unregistered account. Add equally to the names above or start a new full positon in your current can't miss top pick from the income or balanced portfolio.

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Read Answer Asked by Tom on February 03, 2023

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: I have the stocks in my Canadian account. Considering that the takeover price is in USD, does it make sense to journal my stocks to my US account? Do you know if my cost will be converted using the current exchange rate or the rate when the stocks were purchased? Thanks.

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Read Answer Asked by Liping on February 03, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• 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): 58.99X Cap: $4.93T
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• VeriSign Inc. (VRSN $235.60)
  • $235.60 P/E (TTM): 28.68X Cap: $21.58B
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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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• Perion Network Ltd (PERI $9.19)
  • $9.19 Cap: $413M
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
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Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?

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Read Answer Asked by Nghi on February 03, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
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Q: Can you please provide your views on hmax?

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Read Answer Asked by Gurdeep on February 03, 2023

• Atlassian Corporation (TEAM $160.67)
  • $160.67 Cap: $42.14B
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Q: Your comments on TEAM earnings and opinions going forward. Thank you

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Read Answer Asked by Marty on February 03, 2023

Q: I sold a number of tech stocks for tax losses late last year. As tech is on the rise again I am tempted to buy them back even though I was probably overweight tech to begin with. This has me wondering what you think would be an appropriate sector allocation between tech, industrials, financials, etc. I would appreciate a generic allocation for an average investor irrespective of age or personal financial situation. Thanks.

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Read Answer Asked by Ken on February 03, 2023

• Nextech3D AI Corporation Com (NTAR $0.19)
  • $0.19 Cap: $42M
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Q: What is your evaluation about CEO Evan Gappelberg, insider ownership, and general prospects of the company long term moving forward please? Thanks

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Read Answer Asked by MG on February 03, 2023

• Metro Inc. (MRU $93.03)
  • $93.03 P/E (TTM): 19.91X Cap: $20.23B
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Q: Any particular reason why Metro has tanked since December 13? It had a nice run up for a bit and has now fallen again. Don’t get it.

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Read Answer Asked by David M. on February 03, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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Q: AMZN is down in pre market. What are your take on recent earnings?

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Read Answer Asked by sean on February 03, 2023

• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.51X Cap: $10.13B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
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Q: Good morning, straight up which has more upside potential, TIFF or ATZ over a three year period, thanks?

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Read Answer Asked by Pat on February 03, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Costco Wholesale Corporation (COST $920.18)
  • $920.18 P/E (TTM): 65.5X Cap: $407.80B
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• 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): 39.7X Cap: $3.90T
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• Home Depot Inc. (The) (HD $379.55)
  • $379.55 P/E (TTM): 25.7X Cap: $377.79B
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Q: I am a dividend investor, considering high
volatility and potential NASDAQ and S&P 500 low points in 2023 ,I intend to " do an exception" in my RRSP, and to take position (for capital gain) in one ,or eventually 2 of these Cies.How would you rank all of them for a 2+ years perspective? Regards, J-Y

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Read Answer Asked by Jean-Yves on February 03, 2023

• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.51X Cap: $10.13B
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• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X Cap: $1.01B
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Q: Good morning, 5i team,

CJT or TFI? Why?
Your thought is very much appreciated. Thank you!

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Read Answer Asked by Nhung on February 03, 2023

• CNH Industrial N.V. (CNH)
  • P/E (TTM): 6.07X Cap: $14.80B
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Q: Can you please comment on their earnings release and future prospects? Thanks

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Read Answer Asked by Michael on February 03, 2023

• UnitedHealth Group Incorporated (DE) (UNH $344.75)
  • $344.75 P/E (TTM): 15.39X Cap: $312.28B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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• GE HealthCare Technologies Inc. (GEHC $75.00)
  • $75.00 P/E (TTM): 15.82X Cap: $34.16B
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Q: Hello,
Any idea why united health keeps going down even though the latest results were good? Do you think Shopify is getting head of itself as it keeps ticking higher.. Is this simply due to tech stocks doing well as a sector in the last month or so.. and what do you think of starting a position in GE Health? Much appreciated. .

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Read Answer Asked by umedali on February 03, 2023

• Intact Financial Corporation Non-Cumulative Class A Shares Series 6 (IFC.PR.F $24.52)
  • $24.52 P/E (TTM): 21.25X Cap: $46.26B
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Q: I am interested in adding this preferred to my TFSA. Are there any particular issues that I should I be aware of? DBS gave them a rating of pfd-2 which I understand is an investment grade preferred. I didnt notice an end date to these preferreds.

Thanks, Len

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Read Answer Asked by Leonard on February 03, 2023