Investment Q&A

• Automatic Data Processing Inc. (ADP $290.15)
  • $290.15 P/E (TTM): 29.19X Cap: $117.99B
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• Home Depot Inc. (The) (HD $388.83)
  • $388.83 P/E (TTM): 26.86X Cap: $393.23B
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• Lowe's Companies Inc. (LOW $242.20)
  • $242.20 P/E (TTM): 20.21X Cap: $138.15B
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• PepsiCo Inc. (PEP $140.11)
  • $140.11 P/E (TTM): 25.86X Cap: $194.38B
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• Philip Morris International Inc (PM $152.82)
  • $152.82 P/E (TTM): 29.08X Cap: $238.57B
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Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks

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Read Answer Asked by Pat on September 13, 2023

• DRI Healthcare Trust (DHT.UN $15.04)
  • $15.04 Cap: $835M
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Q: Regarding your answer to Peter, call me cynical but this company inexplicably began a steady decline a month ago, followed by a steep decline yesterday before the public announcement of the bought deal. It looks to my suspicious mind like some people had inside information and acted on that knowledge.

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Read Answer Asked by John on September 13, 2023

Q: I sent in a comment about this yesterday. You likely know already but now Mike Holmes is telling a live CBC, George Strombolopolus audience about the same investment opportunity and how he has made a lot of money. It appears a lot of people are jumping on this.

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Read Answer Asked by Michael on September 13, 2023

• TransAlta Corporation (TA $20.51)
  • $20.51 Cap: $5.98B
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Q: Any reason for the significant selloff this morning?
Jerry

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Read Answer Asked by Jerry on September 13, 2023

• Booking Holdings Inc. (BKNG $5,413.72)
  • $5,413.72 P/E (TTM): 37.77X Cap: $175.59B
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Q: Hello, what would be a good entry point for BKNG ?

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Read Answer Asked by Robbie on September 13, 2023

• North West Company Inc. (The) (NWC $46.59)
  • $46.59 P/E (TTM): 16.68X Cap: $2.25B
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Q: Thoughts on the quarter?
Thanks...Steve

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Read Answer Asked by Stephen on September 13, 2023

• Parex Resources Inc. (PXT $18.40)
  • $18.40 P/E (TTM): 10.31X Cap: $1.76B
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Q: What's the reason for PXT's big 5%+ drop and big volumes today?

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Read Answer Asked by Victor on September 13, 2023

• Exchange Income Corporation (EIF $75.14)
  • $75.14 P/E (TTM): 29.64X Cap: $3.87B
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Q: Hello Team,

What do you like most about EIF and at what price do you think is attractive for accumulation?

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Read Answer Asked by James on September 13, 2023

• Fortis Inc. (FTS $70.23)
  • $70.23 P/E (TTM): 20.63X Cap: $35.32B
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• Capital Power Corporation (CPX $69.75)
  • $69.75 P/E (TTM): 21.23X Cap: $10.63B
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• Hydro One Limited (H $49.48)
  • $49.48 P/E (TTM): 23.83X Cap: $29.80B
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Q: Can you please rank your top three Canadian utilities for overall performance over the next 3-5 years and explain why? On a related note (and I may be repeating myself), which would you recommend over the same time period and why: FTS or H?

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Read Answer Asked by Maureen on September 13, 2023

• Johnson & Johnson (JNJ $187.74)
  • $187.74 P/E (TTM): 20.18X Cap: $454.30B
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• UnitedHealth Group Incorporated (DE) (UNH $359.36)
  • $359.36 P/E (TTM): 15.6X Cap: $326.22B
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• Alimentation Couche-Tard Inc. (ATD $73.41)
  • $73.41 P/E (TTM): 19.95X Cap: $70.34B
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• Hydro One Limited (H $49.48)
  • $49.48 P/E (TTM): 23.83X Cap: $29.80B
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Q: Hi - if inflation stays persistent and rates remain firm or a bit higher, what sectors would you favour? Has the market already identified this and they are they already outperforming? If not, what names would you recommend for purchase at their current prices?
As always, thank you for your insight.

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Read Answer Asked by Doug on September 13, 2023

• Global X S&P 500 Index Corporate Class ETF (HXS.U $69.54)
  • $69.54 Cap: $3.75B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ.U $71.56)
  • $71.56 P/E (TTM): 33.18X Cap: $914M
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Q: I am considering buying HXS.U and HXQ.U in my non registered account for tax purposes. When looking at the 5 year charts of these 2 etfs I noticed a very large drop in both of them on the same day. For example HXS.U went from $85.38 on June 28 2021 to $43.03 on July 5 2021. These drops did not occur in the BMO etf ZSP.U or ZNQ.U. These drops did not occur in HXS or HXQ on that day either.
What happened then? Is there a risk that it could happen again. To lose half of their value is quite a scare.
Thanks
Victoria

Upvote 0

Read Answer Asked by Anna on September 13, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $40.33)
  • $40.33 P/E (TTM): 81.48X Cap: $6.45B
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• Granite Real Estate Investment Trust (GRT.UN $77.68)
  • $77.68 P/E (TTM): 20.69X Cap: $4.78B
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• BMO Equal Weight REITs Index ETF (ZRE $22.67)
  • $22.67 P/E (TTM): 19.26X Cap: $603M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 26.44X Cap: $3.71B
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Q: Interest rates likely peaking and many real estate stocks are trading at discount. I am considering adding to real estate. Would you comment on this thought and suggest a stock and index.

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Read Answer Asked by joe on September 13, 2023

• BMO S&P 500 Index ETF (ZSP $102.91)
  • $102.91 P/E (TTM): 27.54X Cap: $20.19B
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• Global X S&P 500 Index Corporate Class ETF (HXS $96.95)
  • $96.95 Cap: $5.23B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $100.18)
  • $100.18 P/E (TTM): 33.18X Cap: $1.27B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.04)
  • $113.04 P/E (TTM): 34.77X Cap: $1.91B
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Q: For tax efficiency in a non registered account do you recommend HXS and HXQ over ZSP and ZNQ. For US dollars do you like HXS.U and HXQ.U.
For a long term hold what are your thought of HXT in this account?
Thanks

Upvote 2

Read Answer Asked by Anna on September 13, 2023

• TerraVest Industries Inc. (TVK $144.30)
  • $144.30 Cap: $3.05B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $133.94)
  • $133.94 P/E (TTM): 18.98X Cap: $1.50B
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• Galaxy Digital Inc. Class A common stock (GLXY $54.21)
  • $54.21 Cap: $18.97B
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Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff

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Read Answer Asked by JEFF on September 13, 2023

• Alphabet Inc. (GOOG $251.16)
  • $251.16 P/E (TTM): 26.27X Cap: $2.96T
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• NVIDIA Corporation (NVDA $185.92)
  • $185.92 P/E (TTM): 53.45X Cap: $4.55T
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• Booking Holdings Inc. (BKNG $5,413.72)
  • $5,413.72 P/E (TTM): 37.77X Cap: $175.59B
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• Constellation Software Inc. (CSU $3,895.62)
  • $3,895.62 P/E (TTM): 99.51X Cap: $85.39B
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• BRP Inc. Subordinate Voting Shares (DOO $93.15)
  • $93.15 Cap: $6.93B
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• Ulta Beauty Inc. (ULTA $565.16)
  • $565.16 P/E (TTM): 21.36X Cap: $24.95B
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• Five Below Inc. (FIVE $154.84)
  • $154.84 P/E (TTM): 32.71X Cap: $8.60B
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• Topicus.com Inc. (TOI $144.63)
  • $144.63 P/E (TTM): 69.61X Cap: $12.31B
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Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

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Read Answer Asked by Jason on September 13, 2023

• Tiny Ltd. (TINY $8.45)
  • $8.45 Cap: $255M
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Q: Hi 5i,
Thanks for the great work. Can I ask your opinion on Tiny in the small cap space (https://www.tiny.com/)? Recently I've seen a number of articles highlighting the business as a Warren Buffet/Berkshire approach for 2023 with a focus on tech and software.

Thank you in advance!

Upvote 0

Read Answer Asked by Greg on September 13, 2023

• DRI Healthcare Trust (DHT.UN $15.04)
  • $15.04 Cap: $835M
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Q: Hi again 5i,
Re the question I just sent in asking for information about yesterday's sharp price decline and trading halt for DHT.UN, I've now learned of the bought-deal arrangement that was announced yesterday and which led me to sustain a significant paper loss on my first day of ownership.
So now my question is - could you please provide your analysis of the long-term implications of the bought deal for DHT.UN.
Thanks 5i.
Peter

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Read Answer Asked by Peter on September 13, 2023

• E3 Lithium Ltd. (ETL $1.45)
  • $1.45 Cap: $106M
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Q: Can I get your thoughts on ETL. Thanks
Maurice

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Read Answer Asked by Maurice on September 13, 2023

• Amphenol Corporation (APH $123.73)
  • $123.73 P/E (TTM): 48.69X Cap: $149.22B
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Q: Any recent thoughts on Amphenol?

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Read Answer Asked by Gregory on September 13, 2023

• Alphabet Inc. (GOOG $251.16)
  • $251.16 P/E (TTM): 26.27X Cap: $2.96T
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• NVIDIA Corporation (NVDA $185.92)
  • $185.92 P/E (TTM): 53.45X Cap: $4.55T
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• Booking Holdings Inc. (BKNG $5,413.72)
  • $5,413.72 P/E (TTM): 37.77X Cap: $175.59B
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• Eli Lilly and Company (LLY $846.37)
  • $846.37 P/E (TTM): 54.89X Cap: $794.90B
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• Berkshire Hathaway Inc. (BRK.B $499.78)
  • $499.78 P/E (TTM): 17.09X Cap: $1.07T
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Q: Top 5 us stocks you would but? Thanks rose

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Read Answer Asked by Rose on September 13, 2023