Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $328.15)
  • $328.15 P/E (TTM): 22.72X Cap: $13.13B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.86)
  • $50.86 P/E (TTM): 20.73X Cap: $21.44B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.54)
  • $62.54 P/E (TTM): 19.95X Cap: $4.15B
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• Vanguard S&P 500 Index ETF (VFV $166.99)
  • $166.99 P/E (TTM): 27.07X Cap: $27.37B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.37)
  • $103.37 Cap: $2.25B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.51)
  • $62.51 P/E (TTM): 89.2X Cap: $138.58B
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• Lumine Group Inc. (LMN $26.97)
  • $26.97 P/E (TTM): 100.56X Cap: $6.74B
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Q: I look after a RESP for my grandchildren and I have IWO, VFV, VGG, at equal weight. XIC, XQQ at a lower weight and only 2 stocks BN and LMN. Is there any more ETF that you would recommend to go with the ones I currently own? What 2 stocks would you recommend as well? The funds are not needed for 10 years,

Thanks

Upvote 9

Read Answer Asked on August 02, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Were the earnings good enough to get this stock moving? They did miss.

Upvote 3

Read Answer Asked by Helen on August 02, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi,

Can you comment on Parkland’s earnings?

Upvote 3

Read Answer Asked by Peter on August 02, 2024

• Parex Resources Inc. (PXT $17.85)
  • $17.85 P/E (TTM): 11.15X Cap: $1.69B
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Q: there were some disappointing drilling results this quarter, and the stock is getting pounded. They are hoping for production this year to be in the bottom end of their guidance. Do you still see PXT as a hold? I bought this stock thinking it wa a growth company, but what are their prospects for future growth? Also, they bought back shares at an average price of $22, do you think they will continue to buy back many shares?

Upvote 4

Read Answer Asked by arnold on August 02, 2024

• Fastenal Company (FAST $42.36)
  • $42.36 P/E (TTM): 39.31X Cap: $48.60B
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• Waters Corporation (WAT $375.93)
  • $375.93 P/E (TTM): 34.66X Cap: $22.40B
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• Exxon Mobil Corporation (XOM $117.57)
  • $117.57 P/E (TTM): 17.07X Cap: $491.46B
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• Hilton Worldwide Holdings Inc. (HLT $289.66)
  • $289.66 P/E (TTM): 42.46X Cap: $66.43B
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• Vistra Corp. (VST $167.55)
  • $167.55 P/E (TTM): 58.81X Cap: $56.30B
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Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Upvote 1

Read Answer Asked by blake on August 02, 2024

• Topicus.com Inc. (TOI $124.12)
  • $124.12 P/E (TTM): 1030.92X Cap: $10.28B
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Q: Could you please comment on the earnings release for Topicus. Thank You

Upvote 11

Read Answer Asked by rajeev on August 02, 2024

• NexGen Energy Ltd. (NXE $12.34)
  • $12.34 Cap: $7.66B
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• Cameco Corporation (CCO $123.11)
  • $123.11 P/E (TTM): 96.72X Cap: $52.57B
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• Constellation Energy Corporation (CEG $366.32)
  • $366.32 P/E (TTM): 39.06X Cap: $112.75B
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• Global X Uranium ETF (URA $45.64)
  • $45.64 P/E (TTM): 78.3X Cap: $5.10B
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Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!

Upvote 3

Read Answer Asked by Camille on August 02, 2024

Q: Your take on the markets meltdown today (Aug. 1) would be appreciated.

Upvote 16

Read Answer Asked by Ken on August 02, 2024

• Energulf Resources (ENG)
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• Apple Inc. (AAPL $271.83)
  • $271.83 P/E (TTM): 36.44X Cap: $4.02T
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• Costco Wholesale Corporation (COST $853.60)
  • $853.60 P/E (TTM): 61.93X Cap: $380.65B
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• Meta Platforms Inc. (META $660.83)
  • $660.83 P/E (TTM): 28.76X Cap: $1.67T
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• Microsoft Corporation (MSFT $486.11)
  • $486.11 P/E (TTM): 33.86X Cap: $3.59T
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• NVIDIA Corporation (NVDA $178.96)
  • $178.96 P/E (TTM): 42.42X Cap: $4.23T
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• Eli Lilly and Company (LLY $1,066.55)
  • $1,066.55 P/E (TTM): 50.97X Cap: $999.15B
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• Walmart Inc. (WMT $114.20)
  • $114.20 Cap: $915.21B
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• Zoetis Inc. Class A (ZTS $123.19)
  • $123.19 P/E (TTM): 20.58X Cap: $54.09B
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• Loblaw Companies Limited (L $62.47)
  • $62.47 P/E (TTM): 7.63X Cap: $74.68B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,525.50)
  • $2,525.50 P/E (TTM): 8.39X Cap: $53.04B
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• Constellation Software Inc. (CSU $3,324.87)
  • $3,324.87 P/E (TTM): 76.7X Cap: $70.47B
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• Tourmaline Oil Corp. (TOU $60.41)
  • $60.41 P/E (TTM): 17.33X Cap: $23.10B
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• WSP Global Inc. (WSP $247.94)
  • $247.94 P/E (TTM): 36.44X Cap: $32.10B
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• TFI International Inc. (TFII $147.13)
  • $147.13 P/E (TTM): 27.56X Cap: $12.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.38)
  • $233.38 P/E (TTM): 142.22X Cap: $299.16B
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• goeasy Ltd. (GSY $131.29)
  • $131.29 P/E (TTM): 9.15X Cap: $2.03B
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• iShares Russell 2000 Growth ETF (IWO $328.15)
  • $328.15 P/E (TTM): 22.72X Cap: $13.13B
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $38.15)
  • $38.15 P/E (TTM): 12.24X Cap: $378M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $161.54)
  • $161.54 P/E (TTM): 24.26X Cap: $1.89B
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• INVESCO QQQ Trust (QQQ $616.25)
  • $616.25 P/E (TTM): 36.83X Cap: $400.21B
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• Topicus.com Inc. (TOI $124.12)
  • $124.12 P/E (TTM): 1030.92X Cap: $10.28B
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• ARCpoint Inc. (ARC $0.01)
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.51)
  • $62.51 P/E (TTM): 89.2X Cap: $138.58B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.22)
  • $72.22 P/E (TTM): 32.19X Cap: $116.15B
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• Lumine Group Inc. (LMN $26.97)
  • $26.97 P/E (TTM): 100.56X Cap: $6.74B
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Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Upvote 14

Read Answer Asked by Terence on August 02, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $32.11)
  • $32.11 Cap: $12.10B
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Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave

Upvote 5

Read Answer Asked by David on August 01, 2024

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• Cleveland-Cliffs Inc. (CLF $13.09)
  • $13.09 Cap: $6.42B
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Q: I saw your answer from a couple of weeks ago suggesting to hold Stelco but with earnings approaching in less than a week would you advise me to hold or sell half of my position in Stelco? It has become a large position of approx. 10% with the latest price movement. Thanks in advance.

Upvote 1

Read Answer Asked by Blake on August 01, 2024

• Capstone Copper Corp. (CS $13.28)
  • $13.28 P/E (TTM): 23.41X Cap: $9.80B
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Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Upvote 4

Read Answer Asked by Brad on August 01, 2024

• Meta Platforms Inc. (META $660.83)
  • $660.83 P/E (TTM): 28.76X Cap: $1.67T
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• Alphabet Inc. (GOOG $306.68)
  • $306.68 P/E (TTM): 29.42X Cap: $3.58T
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• Microsoft Corporation (MSFT $486.11)
  • $486.11 P/E (TTM): 33.86X Cap: $3.59T
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• NVIDIA Corporation (NVDA $178.96)
  • $178.96 P/E (TTM): 42.42X Cap: $4.23T
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• Tenable Holdings Inc. (TENB $24.79)
  • $24.79 Cap: $3.13B
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• Axon Enterprise Inc. (AXON $568.68)
  • $568.68 P/E (TTM): 174.38X Cap: $43.40B
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• CECO Environmental Corp. (CECO $59.26)
  • $59.26 P/E (TTM): 39.84X Cap: $2.09B
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• Comfort Systems USA Inc. (FIX $940.01)
  • $940.01 P/E (TTM): 37.43X Cap: $31.17B
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• SPS Commerce Inc. (SPSC $91.70)
  • $91.70 P/E (TTM): 40.29X Cap: $3.45B
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• Cellebrite DI Ltd. (CLBT $18.86)
  • $18.86 Cap: $4.47B
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Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Upvote 8

Read Answer Asked by Rob on August 01, 2024

• Celestica Inc. (CLS $396.00)
  • $396.00 P/E (TTM): 45.82X Cap: $42.91B
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• TerraVest Industries Inc. (TVK $160.51)
  • $160.51 Cap: $3.43B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $161.54)
  • $161.54 P/E (TTM): 24.26X Cap: $1.89B
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Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Upvote 29

Read Answer Asked by Lucy on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $25.25)
  • $25.25 P/E (TTM): 11.7X
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• Hamilton Enhanced Canadian Bank ETF (HCAL $36.50)
  • $36.50 P/E (TTM): 11.72X Cap: $787M
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Q: In your opinion, pls. recommend the best covered call, Cdn. bank ETF.

Thank You

Upvote 3

Read Answer Asked by Joseph on August 01, 2024

• Vanguard S&P 500 Index ETF (VFV $166.99)
  • $166.99 P/E (TTM): 27.07X Cap: $27.37B
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• SPDR S&P 500 ETF Trust (SPY $679.48)
  • $679.48 P/E (TTM): 27.29X Cap: $712.54B
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Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Karim on August 01, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $64.93)
  • $64.93 P/E (TTM): 10.74X Cap: $3.44B
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Q: Can I get your take on boardwalks quarter and compared to consensus? How is the valuation and compared to peers thanks

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• ATS Corporation (ATS $37.70)
  • $37.70 Cap: $3.73B
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• Comfort Systems USA Inc. (FIX $940.01)
  • $940.01 P/E (TTM): 37.43X Cap: $31.17B
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• Heico Corporation (HEI $325.97)
  • $325.97 P/E (TTM): 67.01X Cap: $42.97B
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• Jacobs Solutions Inc. (J $133.82)
  • $133.82 P/E (TTM): 55.62X Cap: $15.75B
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• TFI International Inc - Ordinary Shares (TFII $106.68)
  • $106.68 P/E (TTM): 27.56X Cap: $8.89B
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Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 9

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY $6.60)
  • $6.60 P/E (TTM): 17.05X Cap: $643M
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Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.44)
  • $127.44 P/E (TTM): 17.32X Cap: $27.61B
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• Trisura Group Ltd. (TSU $43.62)
  • $43.62 P/E (TTM): 16.71X Cap: $2.06B
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Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024