Investment Q&A

• JPMorgan Chase & Co. (JPM $299.70)
  • $299.70 P/E (TTM): 14.79X Cap: $824.10B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $735.19)
  • $735.19 P/E (TTM): 59.61X Cap: $695.82B
  • View LLY Profile
  • View Questions on LLY
• Uber Technologies Inc. (UBER $92.81)
  • $92.81 P/E (TTM): 16.42X Cap: $195.50B
  • View UBER Profile
  • View Questions on UBER

Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.71)
  • $191.71 P/E (TTM): 79.12X Cap: $249.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $4,568.78)
  • $4,568.78 P/E (TTM): 112.86X Cap: $96.42B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $276.19)
  • $276.19 P/E (TTM): 43.25X Cap: $30.77B
  • View CLS Profile
  • View Questions on CLS
• Celestica Inc. (CLS $200.63)
  • $200.63 P/E (TTM): 43.25X Cap: $22.40B
  • View CLS Profile
  • View Questions on CLS

Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $68.27)
  • $68.27 P/E (TTM): 20.1X Cap: $34.38B
  • View FTS Profile
  • View Questions on FTS
• Enbridge Inc (ENB $48.30)
  • $48.30 P/E (TTM): 23.36X Cap: $105.34B
  • View ENB Profile
  • View Questions on ENB

Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $66.56)
  • $66.56 P/E (TTM): 23.36X Cap: $145.16B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $71.28)
  • $71.28 P/E (TTM): 17.53X Cap: $74.08B
  • View TRP Profile
  • View Questions on TRP

Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $207.95)
  • $207.95 P/E (TTM): 12.81X Cap: $3.34B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
  • View CWB Profile
  • View Questions on CWB

Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $6.99)
  • $6.99 P/E (TTM): 2.6X Cap: $226M
  • View IMMR Profile
  • View Questions on IMMR

Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $229.72)
  • $229.72 P/E (TTM): 35.23X Cap: $3.44T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $225.34)
  • $225.34 P/E (TTM): 34.91X Cap: $2.44T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL $211.35)
  • $211.35 P/E (TTM): 22.7X Cap: $2.57T
  • View GOOGL Profile
  • View Questions on GOOGL
• NVIDIA Corporation (NVDA $170.78)
  • $170.78 P/E (TTM): 56.19X Cap: $4.14T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.71)
  • $191.71 P/E (TTM): 79.12X Cap: $249.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $469.07)
  • $469.07 P/E (TTM): 65.92X Cap: $169.66B
  • View ISRG Profile
  • View Questions on ISRG
• WSP Global Inc. (WSP $277.15)
  • $277.15 P/E (TTM): 45.51X Cap: $36.17B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• goeasy Ltd. (GSY $207.95)
  • $207.95 P/E (TTM): 12.81X Cap: $3.34B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares Russell 2000 Growth ETF (IWO $305.90)
  • $305.90 P/E (TTM): 45.65X Cap: $12.31B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $233.90)
  • $233.90 P/E (TTM): 38.62X Cap: $67.11B
  • View IWM Profile
  • View Questions on IWM
• WELL Health Technologies Corp. (WELL $4.68)
  • $4.68 Cap: $1.21B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• iShares Core S&P Small-Cap ETF (IJR $117.15)
  • $117.15 P/E (TTM): 49.78X Cap: $85.28B
  • View IJR Profile
  • View Questions on IJR
• iShares Russell 2000 Value ETF (IWN $173.15)
  • $173.15 P/E (TTM): 31.08X Cap: $11.76B
  • View IWN Profile
  • View Questions on IWN
• Boyd Group Services Inc. (BYD $223.73)
  • $223.73 P/E (TTM): 442.42X Cap: $4.84B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Propel Holdings Inc. (PRL $31.85)
  • $31.85 P/E (TTM): 15.69X Cap: $1.25B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $91.44)
  • $91.44 P/E (TTM): 152.41X Cap: $135.03B
  • View BN Profile
  • View Questions on BN
• ISHARES TRUST (IJT $139.98)
  • $139.98 P/E (TTM): 57.09X Cap: $6.22B
  • View IJT Profile
  • View Questions on IJT

Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $13.39)
  • $13.39 P/E (TTM): 14.86X Cap: $8.82B
  • View AAL Profile
  • View Questions on AAL

Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $207.95)
  • $207.95 P/E (TTM): 12.81X Cap: $3.34B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $90.10)
  • $90.10 P/E (TTM): 10.26X Cap: $3.45B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• ECN Capital Corp. (ECN $2.84)
  • $2.84 Cap: $821M
  • View ECN Profile
  • View Questions on ECN
• Propel Holdings Inc. (PRL $31.85)
  • $31.85 P/E (TTM): 15.69X Cap: $1.25B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024

• Superior Plus Corp. (SPB $7.31)
  • $7.31 P/E (TTM): 29.61X Cap: $1.63B
  • View SPB Profile
  • View Questions on SPB

Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024

• Jacobs Solutions Inc. (J $145.23)
  • $145.23 P/E (TTM): 36.56X Cap: $17.36B
  • View J Profile
  • View Questions on J

Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024