Investment Q&A

• Kirkland Lake Discoveries Corp. (KLDC $0.17)
  • $0.17 Cap: $20M
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Q: Any thoughts on Kirkland Lake Discovery Corp?

Upvote 1

Read Answer Asked by Gregory on April 23, 2024

• Greenlane Renewables Inc. (GRN $0.30)
  • $0.30 Cap: $46M
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Q: Could you please provide your outlook on this name? I lost 95% on this one in my TFSA, any chance this name may rebounds?

thank you,

Upvote 1

Read Answer Asked by Kate on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.67)
  • $116.67 Cap: $1.90B
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Q: I really appreciated your explanation made today on this ETF.
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot

Upvote 5

Read Answer Asked by TOM on April 23, 2024

• BMO Equal Weight REITs Index ETF (ZRE $22.28)
  • $22.28 P/E (TTM): 54.28X Cap: $590M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.61)
  • $24.61 P/E (TTM): 40.82X Cap: $725M
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• BMO Equal Weight Banks Index ETF (ZEB $48.06)
  • $48.06 P/E (TTM): 12.49X Cap: $4B
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• BMO Equal Weight Industrials Index ETF (ZIN $45.73)
  • $45.73 P/E (TTM): 39.94X Cap: $37M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $75.21)
  • $75.21 P/E (TTM): 43.8X Cap: $218M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.48)
  • $44.48 P/E (TTM): 5.95X Cap: $18.17B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $39.27)
  • $39.27 P/E (TTM): 45.24X Cap: $1.41B
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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 $8.99)
  • $8.99 P/E (TTM): 67.23X Cap: $6.85B
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• Kraken Robotics Inc. (PNG $3.49)
  • $3.49 P/E (TTM): 54.57X Cap: $1.15B
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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 $216.43)
  • $216.43 P/E (TTM): 49.22X Cap: $86.35B
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• Mettler-Toledo International Inc. (MTD $1,322.57)
  • $1,322.57 P/E (TTM): 33.25X Cap: $27.24B
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $37.77)
  • $37.77 Cap: $3.70B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
  • $126.33 P/E (TTM): 19.05X Cap: $1.53B
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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 $196.90)
  • $196.90 P/E (TTM): 43.91X Cap: $54.59B
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• Gildan Activewear Inc. (GIL $78.45)
  • $78.45 P/E (TTM): 18.01X Cap: $11.64B
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• Restaurant Brands International Inc. (QSR $92.29)
  • $92.29 P/E (TTM): 24.64X Cap: $41.34B
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• Metro Inc. (MRU $101.31)
  • $101.31 P/E (TTM): 22.27X Cap: $21.95B
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• WSP Global Inc. (WSP $282.55)
  • $282.55 P/E (TTM): 45.26X Cap: $36.46B
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• Chartwell Retirement Residences (CSH.UN $18.46)
  • $18.46 P/E (TTM): 87.43X Cap: $5.39B
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• TFI International Inc. (TFII $129.97)
  • $129.97 P/E (TTM): 21.01X Cap: $10.43B
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• BRP Inc. Subordinate Voting Shares (DOO $80.40)
  • $80.40 Cap: $5.85B
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• Alimentation Couche-Tard Inc. (ATD $70.33)
  • $70.33 P/E (TTM): 18.69X Cap: $67.02B
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• Premium Brands Holdings Corporation (PBH $95.80)
  • $95.80 P/E (TTM): 45.96X Cap: $4.27B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
  • $126.33 P/E (TTM): 19.05X Cap: $1.53B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $75.41)
  • $75.41 P/E (TTM): 38.28X Cap: $8.65B
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• Vitalhub Corp. (VHI $12.77)
  • $12.77 P/E (TTM): 286.67X Cap: $716M
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• WELL Health Technologies Corp. (WELL $4.93)
  • $4.93 Cap: $1.26B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.39)
  • $53.39 P/E (TTM): 31.35X Cap: $2.08B
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• Boyd Group Services Inc. (BYD $220.08)
  • $220.08 P/E (TTM): 252.98X Cap: $4.72B
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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 $88.95)
  • $88.95 P/E (TTM): 363.0X Cap: $37.68B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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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 $8.41)
  • $8.41 P/E (TTM): 14.66X Cap: $75M
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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 $80.92)
  • $80.92 P/E (TTM): 14.67X Cap: $45.83B
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• Intact Financial Corporation (IFC $278.51)
  • $278.51 P/E (TTM): 22.57X Cap: $49.86B
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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 $196.90)
  • $196.90 P/E (TTM): 43.91X Cap: $54.59B
  • View DOL Profile
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• Premium Brands Holdings Corporation (PBH $95.80)
  • $95.80 P/E (TTM): 45.96X Cap: $4.27B
  • View PBH Profile
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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 $41.75)
  • $41.75 P/E (TTM): 83.72X Cap: $6.58B
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• Stantec Inc. (STN $148.94)
  • $148.94 P/E (TTM): 43.86X Cap: $16.71B
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• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.72)
  • $17.72 P/E (TTM): 4.08X Cap: $2.19B
  • View KMP.UN Profile
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• North American Construction Group Ltd. (NOA $17.12)
  • $17.12 P/E (TTM): 13.08X Cap: $521M
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• Taiga Building Products Ltd. (TBL $3.39)
  • $3.39 P/E (TTM): 8.17X Cap: $364M
  • View TBL Profile
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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 $88.95)
  • $88.95 P/E (TTM): 363.0X Cap: $37.68B
  • View CSGP Profile
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
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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)
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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 $126.33)
  • $126.33 P/E (TTM): 19.05X Cap: $1.53B
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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 $20.13)
  • $20.13 P/E (TTM): 16.88X Cap: $6.16B
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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 $126.33)
  • $126.33 P/E (TTM): 19.05X Cap: $1.53B
  • View HPS.A Profile
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• Propel Holdings Inc. (PRL $32.14)
  • $32.14 P/E (TTM): 16.37X Cap: $1.25B
  • View PRL Profile
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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 $6.51)
  • $6.51 P/E (TTM): 22.65X Cap: $781M
  • View DFN Profile
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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 $116.67)
  • $116.67 Cap: $1.90B
  • View HSAV Profile
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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