Investment Q&A

• Ag Growth International Inc. (AFN $41.52)
  • $41.52 Cap: $803M
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• High Liner Foods Incorporated (HLF $16.60)
  • $16.60 P/E (TTM): 6.55X Cap: $499M
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• Dexterra Group Inc. (DXT $9.37)
  • $9.37 P/E (TTM): 14.67X Cap: $595M
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Q: Can I get updates for these three that all announced earnings today. If considering total return over the next 3 years would you trade out any one of the three of them?

Upvote 3

Read Answer Asked by Jim on August 12, 2024

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.07)
  • $39.07 P/E (TTM): 10.93X Cap: $6.23B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $61.55)
  • $61.55 P/E (TTM): 15.08X Cap: $850M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $42.83)
  • $42.83 P/E (TTM): 10.59X Cap: $525M
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• Vanguard Total International Stock (VXUS $69.26)
  • $69.26 P/E (TTM): 0.45X Cap: $93.07B
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Q: VI and VEF have been suggested as Canadain dollar alternatives to VXUS. Both VI and VEF are hedged to the Canadian dollar. Is it better to be hedged or unhedged to the Canadian dollar? I was considering VIU which I believe is the unheadged version of VI.

Thanks

Upvote 2

Read Answer Asked by J Stephen on August 12, 2024

• Pollard Banknote Limited (PBL $22.29)
  • $22.29 P/E (TTM): 15.54X Cap: $611M
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Q: When is the earning report date ? What is the market expectation ? Thanks a lot .

Upvote 1

Read Answer Asked by Lai Kuen on August 12, 2024

• Bitfarms Ltd. (BITF $1.67)
  • $1.67 Cap: $900M
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Q: Are you seeing any Canadian companies with significant insider buying?

Thx

Upvote 2

Read Answer Asked by blake on August 12, 2024

• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 74.08X Cap: $1.60B
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Q: Do you think spb.ca dividend safe and would recommend the company .

Upvote 4

Read Answer Asked by philip on August 12, 2024

• Copart Inc. (CPRT $46.55)
  • $46.55 P/E (TTM): 29.94X Cap: $44.22B
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Q: Hi gang,
What is your take on CPRT? I am at a break even point. Buy more, hold or sell . I have 3.5 % would like to to add 1.5% or sell all.
Thanks. Alnoor

Upvote 2

Read Answer Asked by Alnoor on August 12, 2024

• NexGen Energy Ltd. (NXE $9.56)
  • $9.56 Cap: $5.08B
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Q: Thoughts on results? I have a small position. Add hold or sell. Thanks

Upvote 1

Read Answer Asked by Dale on August 12, 2024

• NexGen Energy Ltd. (NXE $9.56)
  • $9.56 Cap: $5.08B
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Q: Are they facing cost overruns ? When will they be in production ? Where is their mine ? What country. RAK

Upvote 1

Read Answer Asked by bob on August 12, 2024

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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Q: Can you offer any insight to the markets reaction to GSY earnings?I thought they were very good results various analysts seem to agree….

Upvote 5

Read Answer Asked by Kim on August 12, 2024

• Mitek Systems Inc. (MITK $9.03)
  • $9.03 P/E (TTM): 30.77X Cap: $413M
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Q: Why the huge drop on Friday? Were the results that bad? What is your outlook? Is it a Buy, Sell or Hold? Thanks

Upvote 1

Read Answer Asked by Charles on August 12, 2024

• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 40.53X Cap: $3.98T
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• Micron Technology Inc. (MU $109.06)
  • $109.06 P/E (TTM): 25.03X Cap: $120.60B
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• Starbucks Corporation (SBUX $90.20)
  • $90.20 P/E (TTM): 31.47X Cap: $102.05B
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• lululemon athletica inc. (LULU $195.07)
  • $195.07 P/E (TTM): 13.15X Cap: $22.53B
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• Galaxy Digital Inc. Class A common stock (GLXY $38.15)
  • $38.15 Cap: $12.85B
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• Vertiv Holdings LLC Class A (VRT $138.76)
  • $138.76 P/E (TTM): 82.32X Cap: $53.53B
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• ESAB Corporation (ESAB $132.03)
  • $132.03 P/E (TTM): 26.9X Cap: $7.90B
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Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?

Upvote 5

Read Answer Asked by Nizar on August 12, 2024

• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.52X Cap: $3.01T
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Q: Just heard Apple raked number 6 in sales in China Is that correct? . How is it doing in India RAK

Upvote 2

Read Answer Asked by bob on August 12, 2024

Q: Peter and TEAM:
When the market first took a downturn a few members wrote in with thanks for the market update. Where do I find this update, please?
Thanks,
Ben.

Upvote 1

Read Answer Asked by BEN on August 12, 2024

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.55)
  • $41.55 P/E (TTM): 4.77X Cap: $2.66B
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• Mawer Global Small Cap Fund Series A (MAW150 $15.98)
  • $15.98 P/E (TTM): 17.4X Cap: $790M
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• SPDR S&P 500 ETF Trust (SPY $627.97)
  • $627.97 P/E (TTM): 57.48X Cap: $657.32B
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• Mawer U.S. Equity Fund Series A (MAW108 $101.66)
  • $101.66 P/E (TTM): 23.9X Cap: $900M
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• Mawer Emerging Markets Equity Fund Series A (MAW160 $16.19)
  • $16.19 P/E (TTM): 15.9X Cap: $64M
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• BMO S&P US Mid Cap Index ETF (ZMID $46.38)
  • $46.38 P/E (TTM): 35.93X Cap: $271M
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• Mawer EAFE Large Cap Fund Series A (MAW170 $14.64)
  • $14.64 P/E (TTM): 20.8X Cap: $8M
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• iShares MSCI EAFE ETF (EFA $88.44)
  • $88.44 P/E (TTM): 12.54X Cap: $63.79B
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• m (MAW180 $11.77)
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Q: This is a similar question to Craig’s question on August 8, regarding several mawer funds
I have held the above funds for a few years, and they are all positive still
Do you see underperformace of these funds in the past five years and if so would you advise replacing them with an ETF?
can you recommend etf replacements in Canadian dollar
Much appreciated

Upvote 2

Read Answer Asked by Indra on August 12, 2024

• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $250.16B
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• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
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Q: Hi gang,
I have BNS. I would Like to add one more bank . Any suggestions. ?
Thanks. Alnoor

Upvote 5

Read Answer Asked by Alnoor on August 12, 2024

• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 40.53X Cap: $3.98T
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
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• Cameco Corporation (CCO $102.78)
  • $102.78 P/E (TTM): 176.54X Cap: $43.80B
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• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $30.91B
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• TFI International Inc. (TFII $122.31)
  • $122.31 P/E (TTM): 19.83X Cap: $9.85B
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• Capstone Copper Corp. (CS $8.52)
  • $8.52 P/E (TTM): 54.72X Cap: $6.22B
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• Stantec Inc (STN $111.31)
  • $111.31 P/E (TTM): 44.75X Cap: $12.54B
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• Boyd Group Services Inc. (BYD $190.00)
  • $190.00 P/E (TTM): 222.77X Cap: $4.06B
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• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.37B
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Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you

Upvote 16

Read Answer Asked by Richard on August 11, 2024

• Flutter Entertainment Plc (FLUT $304.48)
  • $304.48 Cap: $53.56B
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Q: Hi 5i Team - Could you provide an update on Flutter Entertainment including your opinion on purchasing it at its recent price. Also you mentioned in a previous answer in May that the passing of a progressive tax on online sports betting in the Illinois senate was bringing the sector down. Do you think this is still a concern for Flutter and that other states may follow suit.

Also any idea on when Fan Duel might be spun out. My understanding is that shareholders will not receive shares in Fan Duel. Is this correct.

Thanks.

Upvote 4

Read Answer Asked by Rob on August 09, 2024

• BCE Inc. (BCE $32.45)
  • $32.45 P/E (TTM): 77.45X Cap: $29.98B
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Q: Good day,

Is BCE still a buy at this price of $48.20?

Thanks,
George

Upvote 10

Read Answer Asked by George on August 09, 2024

• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
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• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.46B
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• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.38B
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• Olympia Financial Group Inc. (OLY $124.00)
  • $124.00 P/E (TTM): 12.75X Cap: $305M
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Q: What are the 5-7 best quality CDN dividend stocks would you recommend to achieve an above 5% dividend with this latest market correction.

Upvote 26

Read Answer Asked by RALPH on August 09, 2024

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.01)
  • $60.01 P/E (TTM): 23.96X Cap: $317M
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Q: Good morning all,
When I took a look at my portfolio this morning I noticed a 50% discrepency in XST's share price. Can you confirm if a split occured and/or was announced? And is there a website (Blackrock had nothing on the ETF page) that can indicate such a situation.
Thank you.

Upvote 2

Read Answer Asked by Roger on August 09, 2024