Investment Q&A

• Algonquin Power & Utilities Corp. (AQN $7.94)
  • $7.94 Cap: $6.01B
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• iShares S&P Global Clean Energy Index Fund (ICLN $13.74)
  • $13.74 P/E (TTM): 40.58X Cap: $1.45B
  • View ICLN Profile
  • View Questions on ICLN

Q: Good morning 5i,
I just read your excellent report on Canadian companies which could rebound with a changing economic environment, especially concerning rate cuts. You mentionned AQN and a Brookfield clean energy company.

I imagine the same dynamics would hold for US stocks. I was wondering specifically, whether ICLN might be an American company similar to the Canadian ones you mention?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on July 03, 2024

• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.15B
  • View PSA Profile
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Q: Hello 5i,

If the best time to sell PSA is on or after the ex-dividend date, when is the best time to purchase? Is it the day before the ex-dividend date?

Thank you
D&J

Upvote 4

Read Answer Asked by Jerry on July 03, 2024

• Aecon Group Inc. (ARE $20.55)
  • $20.55 Cap: $1.29B
  • View ARE Profile
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Q: Is this a good time to buy ARE or would you wait?

Upvote 4

Read Answer Asked by Merrilyn on July 03, 2024

• Philip Morris International Inc (PM $168.15)
  • $168.15 P/E (TTM): 32.29X Cap: $265.11B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.02)
  • $28.02 Cap: $8.19B
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• Berkshire Hathaway Inc. (BRK.B $471.21)
  • $471.21 P/E (TTM): 0.01X Cap: $1T
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• iShares Core 40/60 Moderate Allocation ETF (AOM $46.38)
  • $46.38 P/E (TTM): 0.68X Cap: $1.54B
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Q: I am going to sell most of my u.s.stock so will have u.s. funds. where should I invest it for safety I am 87

Upvote 7

Read Answer Asked by harry on July 03, 2024

• Apellis Pharmaceuticals Inc. (APLS $23.77)
  • $23.77 Cap: $3.05B
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Q: APLS.US has had a down turn recently. Will it recover or are there some intrinsic problems with the company.

Thanks

Thomas

Upvote 1

Read Answer Asked by Thomas on July 03, 2024

• Pacer US Small Cap Cash Cows ETF (CALF $41.20)
  • $41.20 P/E (TTM): 22.37X Cap: $3.94B
  • View CALF Profile
  • View Questions on CALF

Q: What will it take for U.S. small caps to make a move? I own CALF in my TFSA and am patiently waiting.

Upvote 3

Read Answer Asked by Kelly on July 03, 2024

• MUELLER WATER PRODUCTS (MWA $26.62)
  • $26.62 P/E (TTM): 26.96X Cap: $4.06B
  • View MWA Profile
  • View Questions on MWA

Q: Hello 5iR
What is your opinion of MWA as a buy. Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on July 03, 2024

Q: I would like to bring back some money from my US direct account to my CDN direct account, what is the best method and how would I do it?

Upvote 8

Read Answer Asked by Jean on July 03, 2024

• TELUS Corporation (T $22.25)
  • $22.25 P/E (TTM): 34.53X Cap: $33.42B
  • View T Profile
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• Rogers Communication Inc. (RCI $34.42)
  • $34.42 P/E (TTM): 16.98X Cap: $18.11B
  • View RCI Profile
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Q: Which of these two telco’s would you buy at the moment and why?

Upvote 6

Read Answer Asked by Donald on July 03, 2024

• BCE Inc. (BCE $34.09)
  • $34.09 P/E (TTM): 79.79X Cap: $30.95B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $22.25)
  • $22.25 P/E (TTM): 34.53X Cap: $33.42B
  • View T Profile
  • View Questions on T

Q: Given that these two companies control apx. 65% of phone and internet use, what change would reverse the course of their stock price? Does the concentration of ownership and reliance on their services not bode well into the future? Thanks

Upvote 7

Read Answer Asked by Stephen on July 03, 2024

• BCE Inc. (BCE $34.09)
  • $34.09 P/E (TTM): 79.79X Cap: $30.95B
  • View BCE Profile
  • View Questions on BCE

Q: Thinking on getting a position in BCE A bit for growth but mostly long term dividends
Is it a buy,hold or sell ?
Do you like it for the long time

Thank you 😊

Upvote 5

Read Answer Asked by Filip on July 03, 2024

• Nike Inc. (NKE $75.07)
  • $75.07 P/E (TTM): 34.35X Cap: $109.32B
  • View NKE Profile
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• Ulta Beauty Inc. (ULTA $514.85)
  • $514.85 P/E (TTM): 19.48X Cap: $22.41B
  • View ULTA Profile
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• Academy Sports and Outdoors Inc. (ASO $51.92)
  • $51.92 P/E (TTM): 9.14X Cap: $3.29B
  • View ASO Profile
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Q: 1)Would you be comfortable switching out Nike for Ulta beauty today?

2)which do you prefer between Ulta beauty and Academy Sports and outdoor for a long term hold?

Upvote 0

Read Answer Asked by Timothy on July 03, 2024

• Cedar Realty Trust Inc. (CDR $29.00)
  • $29.00 Cap: $397M
  • View CDR Profile
  • View Questions on CDR

Q: Can you please provide a list of cdr's that are available, or where a source where i could locate them.
Thanks in advance
Rick

Upvote 2

Read Answer Asked by Rick on July 03, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
  • View PAY Profile
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Q: There must be growing concern that the company is not meeting any of their reporting dates, nor communicating. What are your thoughts? Thanks

Upvote 1

Read Answer Asked by Stephen on July 03, 2024

Q: Do CDRs of US companies need be reported on T1135 if ACB is over $100K?

Thanks in advance.

Upvote 3

Read Answer Asked by K on July 03, 2024

Q: Hello 5i, Could you explain when a stock on the TMX trades and states the day volume was - Volume:630.59K Consolidated Volume:1.13M. What do you go by to accurately know the volume of shares traded that day and the price range.

Upvote 3

Read Answer Asked by Michael on July 03, 2024

• StoneCo Ltd. (STNE $15.23)
  • $15.23 Cap: $3.88B
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• Nu Holdings Ltd. Class A (NU $12.14)
  • $12.14 Cap: $57.43B
  • View NU Profile
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Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?

Upvote 1

Read Answer Asked by Paul on July 03, 2024

• Brookfield Asset Management Inc Class A Limited (BAM $62.93)
  • $62.93 P/E (TTM): 44.29X Cap: $98.97B
  • View BAM Profile
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Q: Hi 5i Team,

I would like to know if the dividend paid by BAM in USD in a US account qualifies for the federal and Ontario dividend tax credit.

Many thanks in advance for providing this information.

Upvote 4

Read Answer Asked by Michel L on July 02, 2024

• Foraco International SA (FAR $1.84)
  • $1.84 P/E (TTM): 6.24X Cap: $180M
  • View FAR Profile
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Q: Have small position, is now a good to time to add on weakness?
Thanks and have a great day

Upvote 1

Read Answer Asked by Sonny on July 02, 2024

• Taiga Building Products Ltd. (TBL $3.35)
  • $3.35 P/E (TTM): 7.8X Cap: $355M
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• Kraken Robotics Inc. (PNG $3.74)
  • $3.74 P/E (TTM): 53.14X Cap: $982M
  • View PNG Profile
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• Vitalhub Corp. (VHI $13.05)
  • $13.05 P/E (TTM): 310.22X Cap: $719M
  • View VHI Profile
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  • View Reports on VHI
• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 5.21X Cap: $241M
  • View DRX Profile
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• Propel Holdings Inc. (PRL $34.49)
  • $34.49 P/E (TTM): 18.38X Cap: $1.34B
  • View PRL Profile
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  • View Reports on PRL

Q: What are 5-6 stocks 5i would pick that are Canadian, profitable, and less than $1 billion market cap for the higher risk/growth part of a portfolio, to hold for the long term?

Upvote 26

Read Answer Asked by Jeff on July 02, 2024