Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 16.24X Cap: $26.91B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• Intact Financial Corporation (IFC $259.41)
  • $259.41 P/E (TTM): 21.25X Cap: $46.12B
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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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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
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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 $39.68)
  • $39.68 P/E (TTM): 7.87X Cap: $11.18B
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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 $19.62)
  • $19.62 Cap: $4.52B
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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 $254.84)
  • $254.84 P/E (TTM): 148.97X Cap: $428.96B
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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 $4.56)
  • $4.56 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 $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
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• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 37.3X Cap: $124.49B
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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 $5.21)
  • $5.21 Cap: $1.27B
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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 $36.97)
  • $36.97 P/E (TTM): 1.06X Cap: $4.16B
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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 $59.01)
  • $59.01 Cap: $4.36B
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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 $254.84)
  • $254.84 P/E (TTM): 148.97X Cap: $428.96B
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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 $169.34)
  • $169.34 P/E (TTM): 27.07X Cap: $27.43B
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• Vanguard Information Technology ETF (VGT $790.95)
  • $790.95 P/E (TTM): 37.24X Cap: $96.20B
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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 $50.37)
  • $50.37 P/E (TTM): 31.36X Cap: $29.93B
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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 $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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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 $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
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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 $76.69)
  • $76.69 P/E (TTM): 22.93X Cap: $102.22B
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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 $121.88)
  • $121.88 P/E (TTM): 16.24X Cap: $26.91B
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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 $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Starbucks Corporation (SBUX $83.15)
  • $83.15 P/E (TTM): 36.82X Cap: $95.67B
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• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
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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 $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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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 $146.49)
  • $146.49 P/E (TTM): 121.12X Cap: $64.77B
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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