Investment Q&A

• Dollarama Inc. (DOL $192.09)
  • $192.09 P/E (TTM): 40.78X Cap: $52.59B
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• TerraVest Industries Inc. (TVK $158.90)
  • $158.90 Cap: $3.44B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $214.19)
  • $214.19 P/E (TTM): 31.68X Cap: $2.54B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
  • $127.25 Cap: $14.68B
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• WELL Health Technologies Corp. (WELL $3.98)
  • $3.98 Cap: $1.01B
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• ADF Group Inc. Subordinate Voting Shares (DRX $10.53)
  • $10.53 P/E (TTM): 10.53X Cap: $300M
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Q: Hi guys,

I have the following stocks inside my portfolio all around the 1.5%. I have some additional cash available to invest inside a "balance" portfolio. Please rank them for a 3 year hold.
DRX, ATZ, DOL, HPS.A, TVK and WELL.

Thanks,

Jim

Upvote 11

Read Answer Asked by jim on February 08, 2024

• Lumine Group Inc. (LMN $19.49)
  • $19.49 P/E (TTM): 75.56X Cap: $5B
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Q: You replied to an earlier question "In the first nine months of 2023, LMN revenue rose 86%, almost all (ex 1%) from acquisitions. "
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter

Upvote 13

Read Answer Asked by Peter on February 08, 2024

• Constellation Software Inc. (CSU $2,486.52)
  • $2,486.52 P/E (TTM): 58.29X Cap: $52.69B
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Q: Hi, Any comments/read between the lines, on the US$ 1 Billion Private Offering of Senior Notes, announced by the company, Today ? Could this be the reason for the weakness in the stock this week ? Thank You

Upvote 4

Read Answer Asked by rajeev on February 08, 2024

• Meta Platforms Inc. (META $655.66)
  • $655.66 P/E (TTM): 27.91X Cap: $1.65T
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• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 47.1X Cap: $4.61T
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.59)
  • $170.59 P/E (TTM): 29.49X Cap: $2.72B
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• Invesco S&P 500 Equal Weight ETF (RSP $204.09)
  • $204.09 P/E (TTM): 19.95X Cap: $87.29B
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• Super Micro Computer Inc. (SMCI $32.42)
  • $32.42 P/E (TTM): 23.84X Cap: $19.41B
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• Arm Holdings plc (ARM $125.58)
  • $125.58 P/E (TTM): 167.44X Cap: $133.02B
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Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• Amazon.com Inc. (AMZN $210.11)
  • $210.11 P/E (TTM): 29.3X Cap: $2.25T
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• Costco Wholesale Corporation (COST $985.27)
  • $985.27 P/E (TTM): 68.47X Cap: $437.33B
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• Intuitive Surgical Inc. (ISRG $504.05)
  • $504.05 P/E (TTM): 64.05X Cap: $179B
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• Booking Holdings Inc. (BKNG $4,076.79)
  • $4,076.79 P/E (TTM): 24.54X Cap: $129.12B
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• Eli Lilly and Company (LLY $1,009.52)
  • $1,009.52 P/E (TTM): 43.99X Cap: $952.33B
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• Walmart Inc. (WMT $122.99)
  • $122.99 Cap: $980.25B
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• lululemon athletica inc. (LULU $187.30)
  • $187.30 P/E (TTM): 13.03X Cap: $21.01B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.45)
  • $117.45 P/E (TTM): 34.95X Cap: $22.53B
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• Vanguard Health Care ETF (VHT $289.90)
  • $289.90 P/E (TTM): 24.28X Cap: $17.28B
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• Vanguard Consumer Staples ETF (VDC $238.20)
  • $238.20 P/E (TTM): 23.33X Cap: $7.09B
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Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Upvote 9

Read Answer Asked by Trevor on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $22.60)
  • $22.60 P/E (TTM): 0.25X Cap: $711M
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Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• Eli Lilly and Company (LLY $1,009.52)
  • $1,009.52 P/E (TTM): 43.99X Cap: $952.33B
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• Vertiv Holdings LLC Class A (VRT $243.75)
  • $243.75 P/E (TTM): 91.98X Cap: $93.19B
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Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Upvote 2

Read Answer Asked by Mark on February 08, 2024

• iShares Russell 2000 Growth ETF (IWO $337.07)
  • $337.07 P/E (TTM): 22.36X Cap: $13.29B
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• Global X S&P 500 Index Corporate Class ETF (HXS $97.59)
  • $97.59 Cap: $5.75B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.57)
  • $28.57 Cap: $9.67B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.07)
  • $54.07 P/E (TTM): 18.19X Cap: $26.62B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.66)
  • $43.66 P/E (TTM): 15.96X Cap: $1.14B
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Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC $38.08)
  • $38.08 P/E (TTM): 26.46X Cap: $13M
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Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

Q: Can you explain how National Bank is offering commission-free trades?
Will the bank earn its money from market making?
Or are they lending out the securities in some way?

Upvote 3

Read Answer Asked by john on February 08, 2024

• PayPal Holdings Inc. (PYPL $41.65)
  • $41.65 P/E (TTM): 7.7X Cap: $38.34B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I was wondering if you knew much about FedNow. Online it says it will not replace apps like Venmo or Cash App, as it will depend on if your bank and the bank you are sending to opt in. But why would a bank not opt in? It sounds like many banks are already gearing up to implement it this summer. Once fully implemented at US banks, will it be similar to Canadian e-transfers? Why would customers not use it for P2P payments, such as splitting a tab, if it is free, just we we do here in Canada? Thanks.

Upvote 4

Read Answer Asked by Kim on February 07, 2024

• ATS Corporation (ATS $44.93)
  • $44.93 Cap: $4.40B
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• Thomson Reuters Corporation (TRI $113.99)
  • $113.99 P/E (TTM): 21.58X Cap: $50.70B
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Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks

Upvote 5

Read Answer Asked by Marco on February 07, 2024

• Canadian Natural Resources Limited (CNQ $58.00)
  • $58.00 P/E (TTM): 18.3X Cap: $120.82B
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Q: HI team: re CNQ
with the recent pull back , is it due to the whole energy sector as a whole?
what would be a decent entry price to add to my 1/2 position already owned?
thanks
Michael

Upvote 8

Read Answer Asked by Michael on February 07, 2024

Q: Hi 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you

https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps

Upvote 1

Read Answer Asked by Tulio on February 07, 2024

• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
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Q: Would a long $5.00 leap call expiring in January 2026 with a premium of $2.15 be considered "risky" with NYCB currently trading at $4.59? That is, do you believe NYCB will not only survive but recover?

Upvote 1

Read Answer Asked by David on February 07, 2024

Q: With a 5-7 year time frame, what are your top 5 Canadian dividend stocks to buy now? Looking for secure and growing dividend, as well as some stock price increase.

Upvote 7

Read Answer Asked by Grant on February 07, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $47.01)
  • $47.01 P/E (TTM): 23.04X Cap: $12.78B
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• Emera Incorporated (EMA $70.17)
  • $70.17 P/E (TTM): 18.96X Cap: $21.10B
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• Enbridge Inc (ENB $51.52)
  • $51.52 P/E (TTM): 26.98X Cap: $112.46B
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• Fortis Inc. (FTS $56.30)
  • $56.30 P/E (TTM): 22.06X Cap: $28.54B
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Q: I HOLD ALL FOUR OF THESE AND WANT TO SELL ONE OR TWO WHICH WOULD YOU SELL?

Upvote 5

Read Answer Asked by Dorothy on February 07, 2024

• Danaos Corporation (DAC $109.98)
  • $109.98 Cap: $2.01B
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• Trane Technologies plc (TT $467.12)
  • $467.12 P/E (TTM): 35.99X Cap: $103.38B
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• RTX Corporation (RTX $204.92)
  • $204.92 P/E (TTM): 41.31X Cap: $275.06B
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Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris

Upvote 8

Read Answer Asked by chris on February 07, 2024

• Home Depot Inc. (The) (HD $382.25)
  • $382.25 P/E (TTM): 26.07X Cap: $380.53B
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• Lowe's Companies Inc. (LOW $280.36)
  • $280.36 P/E (TTM): 23.21X Cap: $157.26B
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• McDonald's Corporation (MCD $329.23)
  • $329.23 P/E (TTM): 28.09X Cap: $234.46B
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• PepsiCo Inc. (PEP $164.94)
  • $164.94 P/E (TTM): 27.49X Cap: $225.41B
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• Philip Morris International Inc (PM $183.40)
  • $183.40 P/E (TTM): 25.26X Cap: $285.49B
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• Enbridge Inc. (ENB $70.55)
  • $70.55 P/E (TTM): 26.98X Cap: $153.94B
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• Canadian Natural Resources Limited (CNQ $58.00)
  • $58.00 P/E (TTM): 18.3X Cap: $120.82B
  • View CNQ Profile
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• Restaurant Brands International Inc. (QSR $94.20)
  • $94.20 P/E (TTM): 24.58X Cap: $42.84B
  • View QSR Profile
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• Brookfield Renewable Partners L.P. (BEP.UN $43.61)
  • $43.61 Cap: $28.69B
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• TMX Group Limited (X $46.11)
  • $46.11 P/E (TTM): 30.95X Cap: $12.82B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
  • $69.20 P/E (TTM): 32.26X Cap: $111.46B
  • View BAM Profile
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Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Upvote 15

Read Answer Asked by RUPINDER on February 07, 2024

• Intuitive Surgical Inc. (ISRG $504.05)
  • $504.05 P/E (TTM): 64.05X Cap: $179B
  • View ISRG Profile
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• Eli Lilly and Company (LLY $1,009.52)
  • $1,009.52 P/E (TTM): 43.99X Cap: $952.33B
  • View LLY Profile
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Q: Hi team,

Grateful if you could update your views on Altimmune (ALT-Q).

Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on February 07, 2024