Investment Q&A

• JPMorgan Chase & Co. (JPM $312.01)
  • $312.01 P/E (TTM): 16.19X Cap: $867.35B
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• Eli Lilly and Company (LLY $798.72)
  • $798.72 P/E (TTM): 47.48X Cap: $722.14B
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• Uber Technologies Inc. (UBER $98.01)
  • $98.01 P/E (TTM): 16.96X Cap: $204.30B
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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 $207.80)
  • $207.80 P/E (TTM): 84.24X Cap: $268.65B
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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 $3,967.40)
  • $3,967.40 P/E (TTM): 93.02X Cap: $80.06B
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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 $343.15)
  • $343.15 P/E (TTM): 55.16X Cap: $39.39B
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• Celestica Inc. (CLS $246.43)
  • $246.43 P/E (TTM): 55.16X Cap: $28.30B
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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 $70.71)
  • $70.71 P/E (TTM): 20.51X Cap: $35.54B
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• Enbridge Inc (ENB $50.06)
  • $50.06 P/E (TTM): 24.33X Cap: $110.02B
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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 $69.78)
  • $69.78 P/E (TTM): 24.33X Cap: $153.12B
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• TC Energy Corporation (TRP $75.69)
  • $75.69 P/E (TTM): 18.23X Cap: $78.64B
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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 $173.19)
  • $173.19 P/E (TTM): 10.39X Cap: $2.78B
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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
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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
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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
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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
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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
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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 $7.34)
  • $7.34 P/E (TTM): 2.7X Cap: $232M
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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 $255.82)
  • $255.82 P/E (TTM): 38.61X Cap: $3.77T
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• Amazon.com Inc. (AMZN $219.89)
  • $219.89 P/E (TTM): 33.87X Cap: $2.34T
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• Alphabet Inc. (GOOGL $240.58)
  • $240.58 P/E (TTM): 26.02X Cap: $2.94T
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• NVIDIA Corporation (NVDA $184.80)
  • $184.80 P/E (TTM): 51.81X Cap: $4.53T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.80)
  • $207.80 P/E (TTM): 84.24X Cap: $268.65B
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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 $441.57)
  • $441.57 P/E (TTM): 61.17X Cap: $160.32B
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• WSP Global Inc. (WSP $273.95)
  • $273.95 P/E (TTM): 44.06X Cap: $35.69B
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• goeasy Ltd. (GSY $173.19)
  • $173.19 P/E (TTM): 10.39X Cap: $2.78B
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• iShares Russell 2000 Growth ETF (IWO $319.37)
  • $319.37 P/E (TTM): 21.85X Cap: $12.91B
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• iShares Russell 2000 ETF (IWM $241.57)
  • $241.57 P/E (TTM): 16.66X Cap: $71.48B
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• WELL Health Technologies Corp. (WELL $5.24)
  • $5.24 Cap: $1.30B
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• iShares Core S&P Small-Cap ETF (IJR $118.75)
  • $118.75 P/E (TTM): 17.41X Cap: $85.86B
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• iShares Russell 2000 Value ETF (IWN $176.72)
  • $176.72 P/E (TTM): 13.52X Cap: $11.99B
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• Boyd Group Services Inc. (BYD $233.24)
  • $233.24 P/E (TTM): 465.67X Cap: $5.03B
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• Propel Holdings Inc. (PRL $29.54)
  • $29.54 P/E (TTM): 14.85X Cap: $1.14B
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• Brookfield Corporation Class A Limited Voting Shares (BN $95.53)
  • $95.53 P/E (TTM): 161.86X Cap: $142.83B
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• ISHARES TRUST (IJT $141.40)
  • $141.40 P/E (TTM): 19.23X Cap: $6.26B
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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 $11.24)
  • $11.24 P/E (TTM): 12.64X Cap: $7.41B
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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 $173.19)
  • $173.19 P/E (TTM): 10.39X Cap: $2.78B
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• EQB Inc. (EQB $92.91)
  • $92.91 P/E (TTM): 10.58X Cap: $3.56B
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• ECN Capital Corp. (ECN $2.83)
  • $2.83 Cap: $799M
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• Propel Holdings Inc. (PRL $29.54)
  • $29.54 P/E (TTM): 14.85X Cap: $1.14B
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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 $8.04)
  • $8.04 P/E (TTM): 32.16X Cap: $1.77B
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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
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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 $152.13)
  • $152.13 P/E (TTM): 37.12X Cap: $17.91B
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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