Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.51)
  • $127.51 P/E (TTM): 17.32X Cap: $27.61B
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• Constellation Software Inc. (CSU $3,308.59)
  • $3,308.59 P/E (TTM): 76.7X Cap: $70.47B
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• Intact Financial Corporation (IFC $287.20)
  • $287.20 P/E (TTM): 23.46X Cap: $50.50B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.31)
  • $62.31 P/E (TTM): 89.2X Cap: $138.58B
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• Lumine Group Inc. (LMN $26.99)
  • $26.99 P/E (TTM): 100.56X Cap: $6.74B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• iShares Core Equity ETF Portfolio (XEQT $40.10)
  • $40.10 P/E (TTM): 7.87X Cap: $11.99B
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Q: Could I please have your opinion on Mawer global .cf. in a tfsa. Thanks

Upvote 2

Read Answer Asked by Joseph on May 01, 2024

• Sunrun Inc. (RUN $18.36)
  • $18.36 Cap: $4.20B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $210.50)
  • $210.50 P/E (TTM): 98.46X Cap: $327.33B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

Q: Hello 5i Team

Further to David's question on April 30 regarding dividend stocks - a suggested site is:

dividendgrowthinvestingandretirement.com

The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.

Upvote 8

Read Answer Asked by Stephen on May 01, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $5.39)
  • $5.39 P/E (TTM): 17.55X Cap: $4M
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Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar

Upvote 1

Read Answer Asked by auftar on May 01, 2024

• Microsoft Corporation (MSFT $484.77)
  • $484.77 P/E (TTM): 33.86X Cap: $3.59T
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• Brookfield Renewable Partners L.P. (BEP.UN $37.08)
  • $37.08 Cap: $24.20B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.92)
  • $71.92 P/E (TTM): 32.19X Cap: $116.15B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $3.88)
  • $3.88 Cap: $985M
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Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Upvote 6

Read Answer Asked by Charles on May 01, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.03)
  • $37.03 P/E (TTM): 11.54X Cap: $4.37B
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Q: Hi.
Looking to replace RBC 2025 retirement portfolio fund with an ETF in my RRSP. what do you suggest? I won't need the money for 8 or more years.

Thanks.

Upvote 1

Read Answer Asked by Lynn on May 01, 2024

• Lemonade Inc. (LMND $82.26)
  • $82.26 Cap: $6.18B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $210.50)
  • $210.50 P/E (TTM): 98.46X Cap: $327.33B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $167.13)
  • $167.13 P/E (TTM): 27.07X Cap: $27.37B
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• Vanguard Information Technology ETF (VGT $750.51)
  • $750.51 P/E (TTM): 36.27X Cap: $108.55B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $30.12)
  • $30.12 P/E (TTM): 23.5X Cap: $17.81B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• Constellation Software Inc. (CSU $3,308.59)
  • $3,308.59 P/E (TTM): 76.7X Cap: $70.47B
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• WSP Global Inc. (WSP $247.24)
  • $247.24 P/E (TTM): 36.44X Cap: $32.10B
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Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria

Upvote 4

Read Answer Asked by JR on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $161.52)
  • $161.52 P/E (TTM): 24.26X Cap: $1.89B
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Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Upvote 10

Read Answer Asked by Rick on May 01, 2024

• CVS Health Corporation (CVS $78.73)
  • $78.73 P/E (TTM): 204.95X Cap: $98.74B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.51)
  • $127.51 P/E (TTM): 17.32X Cap: $27.61B
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 7

Read Answer Asked by Lai Kuen on May 01, 2024

• Booking Holdings Inc. (BKNG $5,388.73)
  • $5,388.73 P/E (TTM): 34.79X Cap: $172.30B
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• Starbucks Corporation (SBUX $88.72)
  • $88.72 P/E (TTM): 52.28X Cap: $101.67B
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• lululemon athletica inc. (LULU $211.77)
  • $211.77 P/E (TTM): 14.47X Cap: $24.13B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• BCE Inc. (BCE $31.65)
  • $31.65 P/E (TTM): 4.79X Cap: $29.36B
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• TELUS Corporation (T $17.44)
  • $17.44 Cap: $26.99B
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Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Upvote 7

Read Answer Asked by Ted on May 01, 2024

• Cameco Corporation (CCO $124.41)
  • $124.41 P/E (TTM): 96.72X Cap: $52.57B
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Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Upvote 1

Read Answer Asked by Brad on May 01, 2024