Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $21.52)
  • $21.52 P/E (TTM): 18.91X Cap: $576M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $25.41)
  • $25.41 P/E (TTM): 18.29X Cap: $816M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Banks Index ETF (ZEB $56.94)
  • $56.94 P/E (TTM): 11.77X Cap: $5.52B
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Industrials Index ETF (ZIN $48.74)
  • $48.74 P/E (TTM): 15.79X Cap: $42M
  • View ZIN Profile
  • View Questions on ZIN
• BMO Equal Weight Oil & Gas Index ETF (ZEO $83.21)
  • $83.21 P/E (TTM): 6.81X Cap: $234M
  • View ZEO Profile
  • View Questions on ZEO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.37)
  • $50.37 P/E (TTM): 20.73X Cap: $21.10B
  • View XIC Profile
  • View Questions on XIC
• Invesco S&P 500 Equal Weight Index ETF (EQL $40.53)
  • $40.53 P/E (TTM): 21.95X Cap: $1.42B
  • View EQL Profile
  • View Questions on EQL

Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $12.96)
  • $12.96 P/E (TTM): 21.33X Cap: $9.89B
  • View CS Profile
  • View Questions on CS
• Kraken Robotics Inc. (PNG $6.11)
  • $6.11 P/E (TTM): 93.83X Cap: $1.82B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $184.03)
  • $184.03 P/E (TTM): 40.93X Cap: $73.95B
  • View CTAS Profile
  • View Questions on CTAS
• Mettler-Toledo International Inc. (MTD $1,422.81)
  • $1,422.81 P/E (TTM): 36.13X Cap: $29.31B
  • View MTD Profile
  • View Questions on MTD

Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $36.62)
  • $36.62 Cap: $3.50B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.42)
  • $172.42 P/E (TTM): 25.08X Cap: $2.03B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $200.08)
  • $200.08 P/E (TTM): 43.56X Cap: $55.29B
  • View DOL Profile
  • View Questions on DOL
• Gildan Activewear Inc. (GIL $81.47)
  • $81.47 P/E (TTM): 18.29X Cap: $11.93B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Restaurant Brands International Inc. (QSR $100.36)
  • $100.36 P/E (TTM): 25.45X Cap: $45.71B
  • View QSR Profile
  • View Questions on QSR
• Metro Inc. (MRU $99.88)
  • $99.88 P/E (TTM): 21.58X Cap: $21.12B
  • View MRU Profile
  • View Questions on MRU
• WSP Global Inc. (WSP $242.20)
  • $242.20 P/E (TTM): 36.33X Cap: $31.63B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Chartwell Retirement Residences (CSH.UN $20.01)
  • $20.01 P/E (TTM): 90.64X Cap: $6.07B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• TFI International Inc. (TFII $133.62)
  • $133.62 P/E (TTM): 23.32X Cap: $10.68B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• BRP Inc. Subordinate Voting Shares (DOO $105.03)
  • $105.03 Cap: $7.20B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Alimentation Couche-Tard Inc. (ATD $74.49)
  • $74.49 P/E (TTM): 19.31X Cap: $67.77B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $98.94)
  • $98.94 P/E (TTM): 66.01X Cap: $4.42B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.42)
  • $172.42 P/E (TTM): 25.08X Cap: $2.03B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $111.28)
  • $111.28 P/E (TTM): 46.5X Cap: $12.73B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Vitalhub Corp. (VHI $9.32)
  • $9.32 P/E (TTM): 180.2X Cap: $590M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $3.99)
  • $3.99 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND
• Boyd Group Services Inc. (BYD $238.00)
  • $238.00 P/E (TTM): 227.88X Cap: $6.58B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $68.19)
  • $68.19 P/E (TTM): 1705.0X Cap: $29.25B
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $10.17)
  • $10.17 P/E (TTM): 6.9X Cap: $90M
  • View LCS Profile
  • View Questions on LCS

Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $80.58)
  • $80.58 P/E (TTM): 20.14X Cap: $44.98B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC $277.04)
  • $277.04 P/E (TTM): 23.07X Cap: $48.59B
  • View IFC Profile
  • View Questions on IFC

Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $200.08)
  • $200.08 P/E (TTM): 43.56X Cap: $55.29B
  • View DOL Profile
  • View Questions on DOL
• Premium Brands Holdings Corporation (PBH $98.94)
  • $98.94 P/E (TTM): 66.01X Cap: $4.42B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.92)
  • $36.92 P/E (TTM): 98.24X Cap: $5.82B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Stantec Inc. (STN $132.56)
  • $132.56 P/E (TTM): 31.29X Cap: $15.26B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• InterRent Real Estate Investment Trust (IIP.UN $13.14)
  • $13.14 Cap: $1.84B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $16.36)
  • $16.36 P/E (TTM): 4.33X Cap: $2.04B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• North American Construction Group Ltd. (NOA $19.89)
  • $19.89 P/E (TTM): 15.89X Cap: $592M
  • View NOA Profile
  • View Questions on NOA
• Taiga Building Products Ltd. (TBL $3.40)
  • $3.40 P/E (TTM): 8.37X Cap: $367M
  • View TBL Profile
  • View Questions on TBL

Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024

• CoStar Group Inc. (CSGP $68.19)
  • $68.19 P/E (TTM): 1705.0X Cap: $29.25B
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

Upvote 19

Read Answer Asked by Tamara on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.42)
  • $172.42 P/E (TTM): 25.08X Cap: $2.03B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Peter and Staff

Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis

Upvote 10

Read Answer Asked by Dennis on April 23, 2024

• MINISO Group Holding Limited American Depositary Shares each representing four (MNSO $19.21)
  • $19.21 P/E (TTM): 16.83X Cap: $6.20B
  • View MNSO Profile
  • View Questions on MNSO

Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!

Upvote 1

Read Answer Asked by Josh on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.42)
  • $172.42 P/E (TTM): 25.08X Cap: $2.03B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $26.60)
  • $26.60 P/E (TTM): 11.34X Cap: $1.05B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane

Upvote 20

Read Answer Asked by Shane on April 23, 2024

• Dividend 15 Split Corp. Class A Shares (DFN $7.16)
  • $7.16 P/E (TTM): 11.98X Cap: $859M
  • View DFN Profile
  • View Questions on DFN

Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?

Upvote 1

Read Answer Asked by kenneth on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.65)
  • $116.65 Cap: $1.91B
  • View HSAV Profile
  • View Questions on HSAV

Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Upvote 3

Read Answer Asked by Dennis on April 22, 2024

• ASML Holding N.V. (ASML $1,110.08)
  • $1,110.08 P/E (TTM): 49.74X Cap: $448.70B
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $292.93)
  • $292.93 P/E (TTM): 40.53X Cap: $1.53T
  • View TSM Profile
  • View Questions on TSM

Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV $242.28)
  • $242.28 P/E (TTM): 46.81X Cap: $39.67B
  • View VEEV Profile
  • View Questions on VEEV

Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD $341.70)
  • $341.70 P/E (TTM): 21.78X Cap: $91.32B
  • View GD Profile
  • View Questions on GD
• GE Aerospace (GE $291.86)
  • $291.86 P/E (TTM): 38.63X Cap: $305.92B
  • View GE Profile
  • View Questions on GE
• Lockheed Martin Corporation (LMT $448.35)
  • $448.35 P/E (TTM): 24.6X Cap: $103.74B
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC $553.00)
  • $553.00 P/E (TTM): 19.68X Cap: $79.22B
  • View NOC Profile
  • View Questions on NOC
• Franco-Nevada Corporation (FNV $283.25)
  • $283.25 P/E (TTM): 42.5X Cap: $54.60B
  • View FNV Profile
  • View Questions on FNV
• Tourmaline Oil Corp. (TOU $64.16)
  • $64.16 P/E (TTM): 18.1X Cap: $24.95B
  • View TOU Profile
  • View Questions on TOU
• Barrick Mining Corporation (ABX $57.11)
  • $57.11 P/E (TTM): 19.79X Cap: $96.36B
  • View ABX Profile
  • View Questions on ABX
• AeroVironment Inc. (AVAV $287.45)
  • $287.45 Cap: $13.57B
  • View AVAV Profile
  • View Questions on AVAV
• Texas Pacific Land Corporation (TPL $919.75)
  • $919.75 P/E (TTM): 41.77X Cap: $21.01B
  • View TPL Profile
  • View Questions on TPL
• RTX Corporation (RTX $171.31)
  • $171.31 P/E (TTM): 34.66X Cap: $229.68B
  • View RTX Profile
  • View Questions on RTX

Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024