Investment Q&A

• JPMorgan Chase & Co. (JPM $313.40)
  • $313.40 P/E (TTM): 16.14X Cap: $865.56B
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• Eli Lilly and Company (LLY $759.50)
  • $759.50 P/E (TTM): 49.15X Cap: $711.72B
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• Uber Technologies Inc. (UBER $101.29)
  • $101.29 P/E (TTM): 16.78X Cap: $205.43B
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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 $213.16)
  • $213.16 P/E (TTM): 85.93X Cap: $274.94B
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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 $4,280.07)
  • $4,280.07 P/E (TTM): 109.08X Cap: $93.60B
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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 $348.70)
  • $348.70 P/E (TTM): 56.32X Cap: $40.24B
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• Celestica Inc. (CLS $252.15)
  • $252.15 P/E (TTM): 56.32X Cap: $29.19B
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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 $68.20)
  • $68.20 P/E (TTM): 19.98X Cap: $34.21B
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• Enbridge Inc (ENB $49.53)
  • $49.53 P/E (TTM): 24.03X Cap: $108.17B
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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 $68.44)
  • $68.44 P/E (TTM): 24.03X Cap: $149.09B
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• TC Energy Corporation (TRP $73.44)
  • $73.44 P/E (TTM): 17.76X Cap: $75.30B
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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 $182.02)
  • $182.02 P/E (TTM): 12.29X Cap: $3.28B
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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 $7.43)
  • $7.43 P/E (TTM): 2.72X Cap: $230M
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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 $255.13)
  • $255.13 P/E (TTM): 37.25X Cap: $3.64T
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• Amazon.com Inc. (AMZN $228.73)
  • $228.73 P/E (TTM): 35.29X Cap: $2.46T
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• Alphabet Inc. (GOOGL $251.66)
  • $251.66 P/E (TTM): 27.16X Cap: $3.08T
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• NVIDIA Corporation (NVDA $178.37)
  • $178.37 P/E (TTM): 56.99X Cap: $4.29T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $213.16)
  • $213.16 P/E (TTM): 85.93X Cap: $274.94B
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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 $440.68)
  • $440.68 P/E (TTM): 61.1X Cap: $157.27B
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• WSP Global Inc. (WSP $286.16)
  • $286.16 P/E (TTM): 46.86X Cap: $37.58B
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• goeasy Ltd. (GSY $182.02)
  • $182.02 P/E (TTM): 12.29X Cap: $3.28B
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• iShares Russell 2000 Growth ETF (IWO $322.93)
  • $322.93 P/E (TTM): 21.57X Cap: $13.02B
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• iShares Russell 2000 ETF (IWM $243.00)
  • $243.00 P/E (TTM): 16.94X Cap: $70.47B
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• WELL Health Technologies Corp. (WELL $4.99)
  • $4.99 Cap: $1.25B
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• iShares Core S&P Small-Cap ETF (IJR $119.09)
  • $119.09 P/E (TTM): 17.3X Cap: $86.24B
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• iShares Russell 2000 Value ETF (IWN $176.67)
  • $176.67 P/E (TTM): 13.59X Cap: $11.94B
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• Boyd Group Services Inc. (BYD $235.95)
  • $235.95 P/E (TTM): 459.71X Cap: $5.05B
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• Propel Holdings Inc. (PRL $33.93)
  • $33.93 P/E (TTM): 16.93X Cap: $1.36B
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• Brookfield Corporation Class A Limited Voting Shares (BN $99.39)
  • $99.39 P/E (TTM): 166.45X Cap: $148.12B
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• ISHARES TRUST (IJT $141.94)
  • $141.94 P/E (TTM): 19.23X Cap: $6.31B
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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 $12.22)
  • $12.22 P/E (TTM): 13.83X Cap: $8.21B
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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 $182.02)
  • $182.02 P/E (TTM): 12.29X Cap: $3.28B
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• EQB Inc. (EQB $92.90)
  • $92.90 P/E (TTM): 10.55X Cap: $3.56B
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 Cap: $875M
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• Propel Holdings Inc. (PRL $33.93)
  • $33.93 P/E (TTM): 16.93X Cap: $1.36B
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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 $7.79)
  • $7.79 P/E (TTM): 31.51X Cap: $1.74B
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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 $149.18)
  • $149.18 P/E (TTM): 37.29X Cap: $17.83B
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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