Investment Q&A

• Bank of Nova Scotia (The) (BNS $104.01)
  • $104.01 P/E (TTM): 25.98X Cap: $129.13B
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• Enbridge Inc. (ENB $71.75)
  • $71.75 P/E (TTM): 26.98X Cap: $156.55B
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• Canadian Natural Resources Limited (CNQ $58.02)
  • $58.02 P/E (TTM): 18.3X Cap: $120.86B
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• Sun Life Financial Inc. (SLF $88.47)
  • $88.47 P/E (TTM): 22.71X Cap: $49B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.88B
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• Hydro One Limited (H $57.64)
  • $57.64 P/E (TTM): 26.15X Cap: $34.57B
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Q: for a retired dividend investor in canadian stocks which dividend payers do you think are the safest and have some growth potential. seems lately that a lot of dividend canadian stock that i have been invested in is having problems. [bce, td, t, bns, enb etc.]

Upvote 19

Read Answer Asked by hans on November 06, 2024

• BCE Inc. (BCE $35.72)
  • $35.72 P/E (TTM): 5.3X Cap: $33.30B
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• Enbridge Inc. (ENB $71.75)
  • $71.75 P/E (TTM): 26.98X Cap: $156.55B
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• Canadian Natural Resources Limited (CNQ $58.02)
  • $58.02 P/E (TTM): 18.3X Cap: $120.86B
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• TELUS Corporation (T $18.60)
  • $18.60 P/E (TTM): 25.85X Cap: $29.03B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.71)
  • $43.71 Cap: $28.76B
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Q: Hi 5i Guys,
We have generated some cash and I would like your thoughts about parking the extra cash in BCE or Telus and at least getting paid a nice dividend which greatly exceeds the interest that we're getting.
Any thoughts or suggestions are appreciated.
Thanks

Upvote 14

Read Answer Asked by Thomas on November 06, 2024

• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• SPS Commerce Inc. (SPSC $54.22)
  • $54.22 P/E (TTM): 23.56X Cap: $2.02B
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• Tetra Tech Inc. (TTEK $33.54)
  • $33.54 P/E (TTM): 27.31X Cap: $9.47B
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• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.83B
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• Cellebrite DI Ltd. (CLBT $11.94)
  • $11.94 Cap: $2.85B
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• UFP Technologies Inc. (UFPT $241.79)
  • $241.79 P/E (TTM): 27.12X Cap: $1.86B
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Q: Retired with a longterm (10+ years) investing horizon and a solid pension. My TFSA is primarily growth and all Canadian with some US exposure (WSP, PRL). I’ve got some $US I want to put to work in my new unregistered $US account. I realize you don’t want to get personal but if it were your money and you were looking to start a new US based portfolio with solid companies a bit on the growthy side what 6-8 companies would you consider?
Thanks so much.

Upvote 22

Read Answer Asked by Warren on November 06, 2024

• Walmart Inc. (WMT $125.81)
  • $125.81 Cap: $1T
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.50)
  • $66.50 P/E (TTM): 12.53X Cap: $6.47B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $68.64)
  • $68.64 P/E (TTM): 18.1X Cap: $14.33B
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• Vanguard All-Equity ETF Portfolio (VEQT $56.15)
  • $56.15 P/E (TTM): 11.69X Cap: $11.92B
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Q: These are on my watchlist. Do you see any problems with these?

Upvote 1

Read Answer Asked by David M. on November 06, 2024

• Walmart Inc. (WMT $125.81)
  • $125.81 Cap: $1T
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Q: I am planning on buying the Canadian Depository Receipt of Walmart. Do you think it is too overvalued right now to start a position?

It has had a nice run recently.

Upvote 2

Read Answer Asked by David M. on November 06, 2024

• NVIDIA Corporation (NVDA $191.55)
  • $191.55 P/E (TTM): 47.1X Cap: $4.65T
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Q: In a recent answer you listed ten top US growth stocks. The list did not include NVDA. Has it really fallen that far on your list of best US growth names? Thank-you.

Upvote 4

Read Answer Asked by Alex on November 06, 2024

• Purpose Strategic Yield Fund (SYLD $19.98)
  • $19.98 P/E (TTM): 15.63X Cap: $150M
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Q: Curious what you think about SYLD? Is this something you would recommend? If so how much of a fixed income portfolio should it represent? If not, do you have other suggestions? Looking to increase returns of my fixed income investments as I get closer to retirement.

Upvote 2

Read Answer Asked by Carla on November 06, 2024

• MDA Space Ltd. (MDA $37.84)
  • $37.84 P/E (TTM): 46.56X Cap: $4.77B
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Q: What is your view of the company after the latest results. Would recommend adding/buying after the jump?
Appreciate your insight, Peter

Upvote 6

Read Answer Asked by Peter on November 06, 2024

• Amazon.com Inc. (AMZN $205.27)
  • $205.27 P/E (TTM): 29.3X Cap: $2.20T
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• Alphabet Inc. (GOOG $311.69)
  • $311.69 P/E (TTM): 29.13X Cap: $3.81T
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• Intuitive Surgical Inc. (ISRG $492.10)
  • $492.10 P/E (TTM): 64.05X Cap: $174.75B
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• Booking Holdings Inc. (BKNG $3,870.83)
  • $3,870.83 P/E (TTM): 24.54X Cap: $122.60B
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• Eli Lilly and Company (LLY $1,058.56)
  • $1,058.56 P/E (TTM): 43.99X Cap: $998.60B
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• United Rentals Inc. (URI $882.70)
  • $882.70 P/E (TTM): 23.55X Cap: $55.60B
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• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.83B
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• Trane Technologies plc (TT $459.94)
  • $459.94 P/E (TTM): 35.99X Cap: $101.79B
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• Palantir Technologies Inc. (PLTR $130.60)
  • $130.60 P/E (TTM): 214.67X Cap: $312.22B
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Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Upvote 39

Read Answer Asked by Warren on November 06, 2024

• Apple Inc. (AAPL $266.18)
  • $266.18 P/E (TTM): 33.49X Cap: $3.90T
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• Amazon.com Inc. (AMZN $205.27)
  • $205.27 P/E (TTM): 29.3X Cap: $2.20T
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• Broadcom Inc. (AVGO $330.34)
  • $330.34 P/E (TTM): 70.03X Cap: $1.56T
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• Alphabet Inc. (GOOG $311.69)
  • $311.69 P/E (TTM): 29.13X Cap: $3.81T
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• Intuitive Surgical Inc. (ISRG $492.10)
  • $492.10 P/E (TTM): 64.05X Cap: $174.75B
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• Microsoft Corporation (MSFT $384.47)
  • $384.47 P/E (TTM): 24.84X Cap: $2.85T
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• QUALCOMM Incorporated (QCOM $140.41)
  • $140.41 P/E (TTM): 28.81X Cap: $149.81B
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• AbbVie Inc. (ABBV $229.48)
  • $229.48 P/E (TTM): 171.61X Cap: $405.75B
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• JPMorgan Chase & Co. (JPM $297.67)
  • $297.67 P/E (TTM): 15.53X Cap: $802.82B
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• Merck & Company Inc. (MRK $123.82)
  • $123.82 P/E (TTM): 16.16X Cap: $307.32B
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• NextEra Energy Inc. (NEE $94.06)
  • $94.06 P/E (TTM): 27.93X Cap: $195.97B
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• Prudential Financial Inc. (PRU $100.88)
  • $100.88 P/E (TTM): 10.35X Cap: $35.10B
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• Stryker Corporation (SYK $384.73)
  • $384.73 P/E (TTM): 45.16X Cap: $147.23B
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• Argan Inc. (AGX $441.71)
  • $441.71 P/E (TTM): 51.54X Cap: $6.12B
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• Construction Partners Inc. (ROAD $130.53)
  • $130.53 P/E (TTM): 60.23X Cap: $7.45B
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• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.83B
  • View VRT Profile
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• Shift4 Payments Inc. Class A (FOUR $57.47)
  • $57.47 P/E (TTM): 27.46X Cap: $5.09B
  • View FOUR Profile
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• Cellebrite DI Ltd. (CLBT $11.94)
  • $11.94 Cap: $2.85B
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Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Upvote 6

Read Answer Asked by David on November 06, 2024

• Constellation Software Inc. (CSU $2,406.97)
  • $2,406.97 P/E (TTM): 58.29X Cap: $51B
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• Lumine Group Inc. (LMN $19.30)
  • $19.30 P/E (TTM): 75.56X Cap: $4.95B
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Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Upvote 6

Read Answer Asked by Chuck on November 06, 2024

• Killam Apartment Real Estate Investment Trust (KMP.UN $16.94)
  • $16.94 P/E (TTM): 8.23X Cap: $2.10B
  • View KMP.UN Profile
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Q: Hello,

I own KMP.UN and just received a large package from them requesting I vote for or against.

They are asking shareholders to approve the plan of arrangement as Appendix E.

I made an attempt to go through it and understand what they were proposing but admit it wasn't clear to me.

Could you please clarify what they are asking shareholders to vote on and interpret it for us in simple talk.

With thanks


Sheldon

Upvote 4

Read Answer Asked by Sheldon on November 06, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $97.66)
  • $97.66 P/E (TTM): 13.65X Cap: $20.97B
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• Thomson Reuters Corporation (TRI $110.84)
  • $110.84 P/E (TTM): 21.58X Cap: $49.30B
  • View TRI Profile
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• Lumine Group Inc. (LMN $19.30)
  • $19.30 P/E (TTM): 75.56X Cap: $4.95B
  • View LMN Profile
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Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Upvote 11

Read Answer Asked by Ray on November 06, 2024

• UiPath Inc. Class A (PATH $10.17)
  • $10.17 P/E (TTM): 25.71X Cap: $5.43B
  • View PATH Profile
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Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Upvote 2

Read Answer Asked by Hans on November 06, 2024

• Financial 15 Split Corp. Class A Shares (FTN $10.71)
  • $10.71 P/E (TTM): 11.75X Cap: $438M
  • View FTN Profile
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Q: Can you provide an 'idiot's guide' answer to what FTN is and how it works.

Would it have been a good investment over the last 3 years compared to an average dividend paying stock?

Would you recommend it as a good investment for the next 3 years given anticipatedmarket conditions? Thanks

Upvote 1

Read Answer Asked by Charles on November 06, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.65)
  • $65.65 P/E (TTM): 32.26X Cap: $105.74B
  • View BAM Profile
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Q: I have a small amount of BAM from the previous spinoff. I like the Brookfield companies and am looking for a good growth dividend stock. Do you think it is too late to add more BAM?

Appreciate your insight.

Paul F.

Upvote 3

Read Answer Asked by Paul on November 06, 2024

Q: What do you think of QXO? As far as I understand it is a very brilliant founder who has grown similar businesses, put in hundreds of millions of his own capital, has a lot of the same team in place, and is looking to grow and build in a fragmented industry.

What do you think/what can you tell me about the outlook of the company/valuation, growth prospects, etc? I see it has almost 1/5th of its market cap in cash.

I'm a bit weary of these types of situations after GUD, but also that could just be a shortsighted behavioral bias.

Upvote 2

Read Answer Asked by Max on November 06, 2024

• Purpose High Interest Savings Fund (PSA $50.08)
  • $50.08 Cap: $3.02B
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• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 P/E (TTM): 13.15X Cap: $6.86B
  • View CASH Profile
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• High Interest Savings Account ETF (HISA)
  • View HISA Profile
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Q: Hello,
I'm looking for a way to park some money for one-year to pay down part of my mortgage after that. What are some low risk options to maintain liquidity if I need to use the funds for some emergency?
Thanks for your help!

Upvote 4

Read Answer Asked by Madhur on November 06, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $60.28)
  • $60.28 P/E (TTM): 92.75X Cap: $135.34B
  • View BN Profile
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Q: Looking at BAM and BN - who has the higher expected growth rate and who has the higher margins? BAM has higher yield but total return is the goal!

Upvote 10

Read Answer Asked by Scott on November 06, 2024

• Wajax Corporation (WJX $30.90)
  • $30.90 P/E (TTM): 14.55X Cap: $671M
  • View WJX Profile
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Q: Please provide comments on their latest results and their current debt vs equity position. With a 17% drop after reporting their results, do you think the drop is overdone? Would you continue to hold or sell for tax loss?

Upvote 1

Read Answer Asked by David on November 06, 2024