Investment Q&A

• Bitfarms Ltd. (BITF $5.69)
  • $5.69 Cap: $3.26B
  • View BITF Profile
  • View Questions on BITF

Q: Are you seeing any Canadian companies with significant insider buying?

Thx

Upvote 2

Read Answer Asked by blake on August 12, 2024

• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 31.91X Cap: $1.78B
  • View SPB Profile
  • View Questions on SPB

Q: Do you think spb.ca dividend safe and would recommend the company .

Upvote 4

Read Answer Asked by philip on August 12, 2024

• Copart Inc. (CPRT $42.48)
  • $42.48 P/E (TTM): 28.99X Cap: $41.10B
  • View CPRT Profile
  • View Questions on CPRT

Q: Hi gang,
What is your take on CPRT? I am at a break even point. Buy more, hold or sell . I have 3.5 % would like to to add 1.5% or sell all.
Thanks. Alnoor

Upvote 2

Read Answer Asked by Alnoor on August 12, 2024

• NexGen Energy Ltd. (NXE $13.70)
  • $13.70 Cap: $7.82B
  • View NXE Profile
  • View Questions on NXE

Q: Thoughts on results? I have a small position. Add hold or sell. Thanks

Upvote 1

Read Answer Asked by Dale on August 12, 2024

• NexGen Energy Ltd. (NXE $13.70)
  • $13.70 Cap: $7.82B
  • View NXE Profile
  • View Questions on NXE

Q: Are they facing cost overruns ? When will they be in production ? Where is their mine ? What country. RAK

Upvote 1

Read Answer Asked by bob on August 12, 2024

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Can you offer any insight to the markets reaction to GSY earnings?I thought they were very good results various analysts seem to agree….

Upvote 5

Read Answer Asked by Kim on August 12, 2024

• Mitek Systems Inc. (MITK $9.24)
  • $9.24 P/E (TTM): 28.4X Cap: $421M
  • View MITK Profile
  • View Questions on MITK

Q: Why the huge drop on Friday? Were the results that bad? What is your outlook? Is it a Buy, Sell or Hold? Thanks

Upvote 1

Read Answer Asked by Charles on August 12, 2024

• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
  • View MSFT Profile
  • View Questions on MSFT
• Micron Technology Inc. (MU $224.01)
  • $224.01 P/E (TTM): 29.24X Cap: $254.38B
  • View MU Profile
  • View Questions on MU
• Starbucks Corporation (SBUX $83.15)
  • $83.15 P/E (TTM): 36.82X Cap: $95.67B
  • View SBUX Profile
  • View Questions on SBUX
• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
  • View LULU Profile
  • View Questions on LULU
• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $17.97B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 95.34X Cap: $73.98B
  • View VRT Profile
  • View Questions on VRT
• ESAB Corporation (ESAB $118.12)
  • $118.12 P/E (TTM): 26.4X Cap: $7.35B
  • View ESAB Profile
  • View Questions on ESAB

Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?

Upvote 5

Read Answer Asked by Nizar on August 12, 2024

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
  • View AAPL Profile
  • View Questions on AAPL

Q: Just heard Apple raked number 6 in sales in China Is that correct? . How is it doing in India RAK

Upvote 2

Read Answer Asked by bob on August 12, 2024

Q: Peter and TEAM:
When the market first took a downturn a few members wrote in with thanks for the market update. Where do I find this update, please?
Thanks,
Ben.

Upvote 1

Read Answer Asked by BEN on August 12, 2024

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.42)
  • $46.42 P/E (TTM): 5.86X Cap: $3.17B
  • View VEE Profile
  • View Questions on VEE
• Mawer Global Small Cap Fund Series A (MAW150 $17.00)
  • $17.00 P/E (TTM): 17.4X Cap: $841M
  • View MAW150 Profile
  • View Questions on MAW150
• SPDR S&P 500 ETF Trust (SPY $679.83)
  • $679.83 P/E (TTM): 27.29X Cap: $686.61B
  • View SPY Profile
  • View Questions on SPY
• Mawer U.S. Equity Fund Series A (MAW108 $107.77)
  • $107.77 P/E (TTM): 23.9X Cap: $956M
  • View MAW108 Profile
  • View Questions on MAW108
• Mawer Emerging Markets Equity Fund Series A (MAW160 $18.83)
  • $18.83 P/E (TTM): 15.9X Cap: $74M
  • View MAW160 Profile
  • View Questions on MAW160
• BMO S&P US Mid Cap Index ETF (ZMID $49.03)
  • $49.03 P/E (TTM): 20.07X Cap: $280M
  • View ZMID Profile
  • View Questions on ZMID
• Mawer EAFE Large Cap Fund Series A (MAW170 $15.67)
  • $15.67 P/E (TTM): 20.8X Cap: $8M
  • View MAW170 Profile
  • View Questions on MAW170
• iShares MSCI EAFE ETF (EFA $94.70)
  • $94.70 P/E (TTM): 11.5X Cap: $68.29B
  • View EFA Profile
  • View Questions on EFA
• m (MAW180 $12.05)
  • View MAW180 Profile
  • View Questions on MAW180

Q: This is a similar question to Craig’s question on August 8, regarding several mawer funds
I have held the above funds for a few years, and they are all positive still
Do you see underperformace of these funds in the past five years and if so would you advise replacing them with an ETF?
can you recommend etf replacements in Canadian dollar
Much appreciated

Upvote 2

Read Answer Asked by Indra on August 12, 2024

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
  • View RY Profile
  • View Questions on RY
• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Hi gang,
I have BNS. I would Like to add one more bank . Any suggestions. ?
Thanks. Alnoor

Upvote 5

Read Answer Asked by Alnoor on August 12, 2024

• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA
• Cameco Corporation (CCO $146.49)
  • $146.49 P/E (TTM): 121.12X Cap: $64.77B
  • View CCO Profile
  • View Questions on CCO
• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
  • View CLS Profile
  • View Questions on CLS
• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.2X Cap: $10.33B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 87.98X Cap: $9.01B
  • View CS Profile
  • View Questions on CS
• Stantec Inc (STN $111.87)
  • $111.87 P/E (TTM): 41.72X Cap: $12.79B
  • View STN Profile
  • View Questions on STN
• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you

Upvote 16

Read Answer Asked by Richard on August 11, 2024

• Flutter Entertainment Plc (FLUT $230.88)
  • $230.88 Cap: $41.98B
  • View FLUT Profile
  • View Questions on FLUT

Q: Hi 5i Team - Could you provide an update on Flutter Entertainment including your opinion on purchasing it at its recent price. Also you mentioned in a previous answer in May that the passing of a progressive tax on online sports betting in the Illinois senate was bringing the sector down. Do you think this is still a concern for Flutter and that other states may follow suit.

Also any idea on when Fan Duel might be spun out. My understanding is that shareholders will not receive shares in Fan Duel. Is this correct.

Thanks.

Upvote 4

Read Answer Asked by Rob on August 09, 2024

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
  • View BCE Profile
  • View Questions on BCE

Q: Good day,

Is BCE still a buy at this price of $48.20?

Thanks,
George

Upvote 10

Read Answer Asked by George on August 09, 2024

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.15X Cap: $3.94B
  • View EIF Profile
  • View Questions on EIF
• Olympia Financial Group Inc. (OLY $114.41)
  • $114.41 P/E (TTM): 15.5X Cap: $275M
  • View OLY Profile
  • View Questions on OLY

Q: What are the 5-7 best quality CDN dividend stocks would you recommend to achieve an above 5% dividend with this latest market correction.

Upvote 26

Read Answer Asked by RALPH on August 09, 2024

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $57.97)
  • $57.97 P/E (TTM): 13.61X Cap: $326M
  • View XST Profile
  • View Questions on XST

Q: Good morning all,
When I took a look at my portfolio this morning I noticed a 50% discrepency in XST's share price. Can you confirm if a split occured and/or was announced? And is there a website (Blackrock had nothing on the ETF page) that can indicate such a situation.
Thank you.

Upvote 2

Read Answer Asked by Roger on August 09, 2024

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $57.97)
  • $57.97 P/E (TTM): 13.61X Cap: $326M
  • View XST Profile
  • View Questions on XST

Q: Hi...kinda laughing right now. Lately XST has been trading over $100/share. Today (Aug 09/24), it is trading $50.87....three different sources...ditto. I checked the main 4 co's in the ETF...all normal, no big drop. To me, it is obviously a glitch of some sort?

Agree?

Upvote 3

Read Answer Asked by Stephen on August 09, 2024

• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I noticed that Lumine has been weak, probably due to poor results for the quarter. This was a stock 5i has consistently listed as a top pick. Is it still considered a top pick? Can you name other stocks that you liked a lot (made the list) that are now off the list. Has 5i thought of providing a regular update of stocks that were once favoured but no longer make the grade.

Upvote 37

Read Answer Asked on August 09, 2024

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: what did you think about latest earnings? They seemed good to me, executing well.

Upvote 11

Read Answer Asked by Rob on August 09, 2024