Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.90)
  • $124.90 P/E (TTM): 19.33X Cap: $1.50B
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Q: Hi Team,
I've been watching Hammond since you put it the growth portfolio and to this point just watching has not been the right move. In a question prior to earnings you mentioned a price of $57 or ~$55 was a good entry point. Now at $74 it feels like I missed the boat on this one.
Should one enter now or wait? Do you think it will come back down? What would be a decent entry price today for a 3 year (minimum) hold ?
Thank you

Upvote 0

Read Answer Asked by Marco on November 02, 2023

• ATS Corporation (ATS $37.33)
  • $37.33 Cap: $3.68B
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Q: Hello, Raymond James dropped the price target of ATS to $61 from $67 ( Still a BUY ), in a preview of the quarter, yesterday. Not sure if other analysts on the street will trim estimates/target, leading to Nov 8 release of results. Is this a hint of what could be in the store ? Stock has been weak over past several weeks, perhaps, in anticipation of a soft quarter. What's your take ? Thank You

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Read Answer Asked by rajeev on November 02, 2023

• Toronto-Dominion Bank (The) (TD $102.24)
  • $102.24 P/E (TTM): 10.45X Cap: $175.15B
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• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
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• Manulife Financial Corporation (MFC $41.74)
  • $41.74 P/E (TTM): 13.37X Cap: $71.59B
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• TELUS Corporation (T $22.92)
  • $22.92 P/E (TTM): 35.53X Cap: $35.05B
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• Emera Incorporated (EMA $66.48)
  • $66.48 P/E (TTM): 22.35X Cap: $19.76B
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• Capital Power Corporation (CPX $59.53)
  • $59.53 P/E (TTM): 18.9X Cap: $9.29B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.29)
  • $12.29 P/E (TTM): 25.27X Cap: $3.59B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.18)
  • $54.18 Cap: $7.15B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.37)
  • $46.37 Cap: $17.34B
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Q: These stocks all have a dividend yield of 5% or greater and have market capitalization greater than 3 billion. When I see BNS with a dividend yield of 7.5% I have to think that the market is near a bottom realizing that the prices can always go lower. Please rate these stocks in two ways: safety of dividend and estimated 5-year total return. Do any of these stocks cause you any concern now or long term? Thanks.

Upvote 2

Read Answer Asked by Mark on November 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.43)
  • $190.43 P/E (TTM): 80.63X Cap: $250.85B
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Q: Could I have your opinion on Shopify results? They appear excellent

Upvote 2

Read Answer Asked by jacques on November 02, 2023

Q: Good morning

Just to clarify and I will use ENB as an example. If I buy ENB on November 13th and sale the stock on EX dividend date which is Nov 14th will I receive the dividend?

Thanks
Jimmy

Upvote 0

Read Answer Asked by Jimmy on November 02, 2023

• Crocs Inc. (CROX $83.72)
  • $83.72 P/E (TTM): 22.22X Cap: $4.57B
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Q: It keeps falling. Is there any news.

Thanks,
Milan

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Read Answer Asked by Milan on November 02, 2023

Q: Hi 5i Team - Could you provide an update on Sierra Madre Gold and Silver including its projects and exploration opportunities, its cash on hand and the balance book in general, and insider activity/holdings. Is it possible to find out if Rick Rule still has shares and are there any individuals or institutions that own a significant number of shares. I think the symbol is SM.
Thanks.

Upvote 0

Read Answer Asked by Rob on November 02, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.18)
  • $54.18 Cap: $7.15B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.37)
  • $46.37 Cap: $17.34B
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Q: "Green" energy comprises only small part of total energy needs. It stands & falls with government (taxpayer's) subsidies, which are here today and (possibly) gone tomorrow.
Infrastructure needs, on the other hand, will only grow. I'd appreciate your take on this.
Also, would you say that one is "better" than the other on fundamentals?
thanks jerry

Upvote 0

Read Answer Asked by jery on November 02, 2023

• Super Micro Computer Inc. (SMCI $42.61)
  • $42.61 P/E (TTM): 25.06X Cap: $25.80B
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Q: Please comment on the latest Q
It appears the market is not impressed

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Read Answer Asked by JR on November 02, 2023

• Parkland Corporation (PKI $38.19)
  • $38.19 P/E (TTM): 22.85X Cap: $6.66B
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Q: Hi guys, thoughts on PKI.CA earnings ? thx.

Upvote 1

Read Answer Asked by Christian on November 02, 2023

• Imperial Oil Limited (IMO $115.69)
  • $115.69 P/E (TTM): 12.72X Cap: $58.28B
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• Canadian Natural Resources Limited (CNQ $41.10)
  • $41.10 P/E (TTM): 10.44X Cap: $84.92B
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Q: Thoughts on earnings ? Thank you.

Upvote 0

Read Answer Asked by Paul on November 02, 2023

• Savaria Corporation (SIS $20.77)
  • $20.77 P/E (TTM): 27.32X Cap: $1.49B
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Q: Your thoughts please on the quarter?

Thx

Upvote 1

Read Answer Asked by blake on November 02, 2023

• Acadian Timber Corp. (ADN $18.03)
  • $18.03 P/E (TTM): 22.31X Cap: $326M
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Q: Hi Guys

Your thoughts on Acadian Timber's recent earnings? I have owned it for quite a while and although I like the healthy dividend I noticed the payout ratio in the quarterly report was 115%. Should I be worried about that?

Thanks

Stuart

Upvote 0

Read Answer Asked by Stuart on November 02, 2023

• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 167.66X Cap: $5.48B
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• Thomson Reuters Corporation (TRI $243.79)
  • $243.79 P/E (TTM): 48.02X Cap: $109.34B
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Q: Your comments please on earnings. Do you consider these attractive at current levels.

Thanks

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Read Answer Asked by Greg on November 02, 2023

• Apple Inc. (AAPL $226.01)
  • $226.01 P/E (TTM): 35.04X Cap: $3.42T
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• The Walt Disney Company (DIS $117.04)
  • $117.04 P/E (TTM): 23.79X Cap: $209.04B
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Q: Thoughts on Disney and Apple? Would you be a here at these prices?

Upvote 0

Read Answer Asked by sean on November 02, 2023

• Opendoor Technologies Inc (OPEN $3.22)
  • $3.22 Cap: $2.66B
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Q: Do you think this company has enough cash to survive? Do they have much debt and can they service it? Thanks.

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Read Answer Asked by Michael on November 02, 2023

• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 167.66X Cap: $5.48B
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Q: What are your thoughts on earnings? Positives/negatives? What do you see going forward over the next 12 months?

Upvote 2

Read Answer Asked on November 02, 2023

• Lockheed Martin Corporation (LMT $446.00)
  • $446.00 P/E (TTM): 24.74X Cap: $102.98B
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• Toronto-Dominion Bank (The) (TD $102.24)
  • $102.24 P/E (TTM): 10.45X Cap: $175.15B
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• BCE Inc. (BCE $35.67)
  • $35.67 P/E (TTM): 76.7X Cap: $33.04B
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• Canadian Natural Resources Limited (CNQ $41.10)
  • $41.10 P/E (TTM): 10.44X Cap: $84.92B
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• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.74X Cap: $45.99B
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• Constellation Software Inc. (CSU $4,360.35)
  • $4,360.35 P/E (TTM): 108.99X Cap: $91.84B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $82.07)
  • $82.07 P/E (TTM): 17.33X Cap: $14.32B
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• TFI International Inc. (TFII $125.32)
  • $125.32 P/E (TTM): 21.08X Cap: $10.79B
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• Granite Real Estate Investment Trust (GRT.UN $79.33)
  • $79.33 P/E (TTM): 20.57X Cap: $4.80B
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• Magna International Inc. (MG $61.48)
  • $61.48 P/E (TTM): 10.36X Cap: $17.32B
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Q: What would consider as a good entry point for each of these and also a price target please.

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Read Answer Asked by Gerry on November 02, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $86.84)
  • $86.84 Cap: $48.18B
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Q: Hello 5i,

David asked a question about timing a purchase of TLT. The answer indicated now was a good time but the recommendation was to buy an aggressive bond. Can you list two examples from the US, CAN, and 1 from a global perspective that would meet the description of an aggressive bond?

Thank you,
D&J

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Read Answer Asked by Jerry on November 02, 2023

• Extreme Networks Inc. (EXTR $19.89)
  • $19.89 Cap: $2.64B
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Q: What is the market did not like for the last quarter? Down 13% yesterday, down 40% in 3 months…

Thanks

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Read Answer Asked by Ray on November 02, 2023