Investment Q&A

• Fabrinet (FN $474.66)
  • $474.66 P/E (TTM): 44.66X Cap: $16.67B
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• Hawkins Inc. (HWKN $149.60)
  • $149.60 P/E (TTM): 36.42X Cap: $2.94B
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• Badger Meter Inc. (BMI $160.85)
  • $160.85 P/E (TTM): 32.56X Cap: $4.62B
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• ITT Inc. (ITT $205.49)
  • $205.49 P/E (TTM): 33.3X Cap: $17.35B
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Q: Please rank in order of what you believe have best long term growth potential.
Thanks so much

Upvote 2

Read Answer Asked by Curtis on September 09, 2024

• TFI International Inc. (TFII $171.91)
  • $171.91 P/E (TTM): 31.47X Cap: $14.03B
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• Alimentation Couche-Tard Inc. (ATD $82.34)
  • $82.34 P/E (TTM): 20.91X Cap: $76.38B
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Q: Hi 5i
At today's prices which one would you choose to start a new position? TFSA for a long term hold.
Thanks, Gary

Upvote 7

Read Answer Asked by Gary on September 09, 2024

• Fortis Inc. (FTS $75.10)
  • $75.10 P/E (TTM): 21.19X Cap: $37.39B
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• Emera Incorporated (EMA $66.47)
  • $66.47 P/E (TTM): 17.89X Cap: $20B
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• Hydro One Limited (H $55.11)
  • $55.11 P/E (TTM): 25.28X Cap: $32.92B
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Q: Hello,
Hydro One seems to be going up quite a bit. Do you think the valuation is much higher than fortis and Emera? If so, i was thinking of selling Hydro One and moving the monies to fortis or Emera. Any comments; thanks very much

Upvote 6

Read Answer Asked by umedali on September 09, 2024

• Enghouse Systems Limited (ENGH $17.76)
  • $17.76 P/E (TTM): 13.54X Cap: $974M
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Q: Good Morning

I had the misfortune of buying engh at its near high of 65$ in 2020
It is now trading around 30$ and has been for some time
Is their any chance it may reach its previous high within a reasonable time or should a person move on and put the money someplace else to work?

Thks
Marcel

Upvote 5

Read Answer Asked by Marcel on September 09, 2024

• Constellation Software Inc. (CSU $2,300.02)
  • $2,300.02 P/E (TTM): 55.81X Cap: $49.25B
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• Descartes Systems Group Inc. (The) (DSG $89.11)
  • $89.11 P/E (TTM): 40.01X Cap: $7.67B
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Q: Hello,
Given decent results from constellation and Descartes Systems, any reason why the stocks have been declining.. Do you think it is simply profit taking and both are good long term investments? Much appreciated.

Upvote 12

Read Answer Asked by umedali on September 09, 2024

• Tesla Inc. (TSLA $430.20)
  • $430.20 P/E (TTM): 393.71X Cap: $1.60T
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Q: It seems Tesla (TSLA) is no longer a favorite pick in 5i Research. Its CEO, Elon Musk, is working on many interesting projects. If revolutionary projects, such as the humanoid robot, are successful, they could bring billions to the company. I don’t own TSLA. What do you think about TSLA this year, next year, or in the future? Please comment. Thanks in advance.

Upvote 3

Read Answer Asked by Esther on September 09, 2024

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.65)
  • $21.65 P/E (TTM): 17.11X Cap: $1.33B
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.38)
  • $14.38 P/E (TTM): 28.25X Cap: $998M
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• Harvest Diversified Monthly Income ETF (HDIF $9.05)
  • $9.05 P/E (TTM): 19.81X Cap: $477M
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Q: I currently hold hyld.
Do you prefer hdiv or hdif to diversify my portfolio.
How about some smax to round things out.

Thank you

Upvote 3

Read Answer Asked by JACK on September 09, 2024

• Methanex Corporation (MX $67.25)
  • $67.25 P/E (TTM): 16.17X Cap: $5.17B
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• Methanex Corporation (MEOH $49.40)
  • $49.40 P/E (TTM): 16.17X Cap: $3.81B
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Q: Could you provide some insight into what is happening with MEOH. Down over 7% today and also displaying an "R" in red beside the price.

Thank you,
Mike

Upvote 1

Read Answer Asked by Mike on September 09, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $42.60)
  • $42.60 Cap: $27.98B
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• Tesla Inc. (TSLA $430.20)
  • $430.20 P/E (TTM): 393.71X Cap: $1.60T
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• Generac Holdlings Inc. (GNRC $218.49)
  • $218.49 P/E (TTM): 34.79X Cap: $10.77B
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• Enphase Energy Inc. (ENPH $48.36)
  • $48.36 P/E (TTM): 34.42X Cap: $6.31B
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• Harvest Clean Energy ETF (HCLN $10.85)
  • $10.85 P/E (TTM): 19.34X Cap: $22M
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Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?

With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !

Upvote 2

Read Answer Asked by James on September 09, 2024

• Waste Connections Inc. (WCN $234.44)
  • $234.44 P/E (TTM): 69.31X Cap: $60.01B
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Q: Hi can i get your opinion on Waste Connections(WCN.TO)? Also is the company to expensive to initial a position?? should i wait for a pullback?

Upvote 5

Read Answer Asked by Danny on September 09, 2024

• Kits Eyecare Ltd. (KITS $19.26)
  • $19.26 P/E (TTM): 182.27X Cap: $610M
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Q: Hello,

Can I please get your opinion on KITS?

Thanks

Dave

Upvote 4

Read Answer Asked by David on September 09, 2024

• North West Company Inc. (The) (NWC $53.31)
  • $53.31 P/E (TTM): 17.99X Cap: $2.51B
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Q: Thoughts on the quarter. Market seems to like the results.
Steve

Upvote 4

Read Answer Asked by Stephen on September 09, 2024

• Enbridge Inc. (ENB $70.58)
  • $70.58 P/E (TTM): 26.48X Cap: $152.58B
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• TMX Group Limited (X $45.89)
  • $45.89 P/E (TTM): 30.97X Cap: $12.73B
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• Freehold Royalties Ltd. (FRU $16.83)
  • $16.83 P/E (TTM): 20.62X Cap: $2.76B
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• Hydro One Limited (H $55.11)
  • $55.11 P/E (TTM): 25.28X Cap: $32.92B
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Q: Morning
Thoughts on Freehold Royalty
FRU-TO as a good sustainable dividend stock?Thank you

Upvote 3

Read Answer Asked by Michael on September 09, 2024

• Source Energy Services Ltd. (SHLE $17.86)
  • $17.86 P/E (TTM): 9.66X Cap: $234M
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Q: Source seems interesting as an energy play not tied to a single producer. Do you have a general recommendation and, if so, a recommended price?

Upvote 3

Read Answer Asked by John on September 09, 2024

• iShares Core Dividend Growth ETF (DGRO $74.18)
  • $74.18 P/E (TTM): 21.25X Cap: $38.70B
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• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $12.63)
  • $12.63 P/E (TTM): 22.4X Cap: $96M
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Q: Which would you recommend as would provide the largest % total yield, dividend+capital appreciation, for the first year of ownership? What is your reasoning please?

Upvote 1

Read Answer Asked by Ron on September 09, 2024

Q: In 2024, I put some money in BMO HISA accounts (ex: BMT109- not sure how to call them). The distributions are reinvested, not paid. Do you know if BMO will declare the interest paid at the end of the year, or will I have to declare them only when I sell some of it? Good day.

Upvote 2

Read Answer Asked by Denise on September 09, 2024

• Enbridge Inc. (ENB $70.58)
  • $70.58 P/E (TTM): 26.48X Cap: $152.58B
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• TC Energy Corporation (TRP $82.80)
  • $82.80 P/E (TTM): 24.87X Cap: $86.05B
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Q: Good morning,
I read that Enbridge cut its pipeline tolls by more than 10% in late August due to competition from the TMX pipeline. Will a cut of this size have a significant impact on ENB earnings? Which do you consider a better investment at this time: ENB or TRP? Thanks as always for your advice.

Upvote 6

Read Answer Asked by Ken on September 09, 2024

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.55)
  • $11.55 P/E (TTM): 6.67X Cap: $740M
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Q: With the downward trend of OIL -what effect will it have on the yield of ENCC ? etc?

Upvote 2

Read Answer Asked by terrance on September 09, 2024

• TECSYS Inc. (TCS $24.01)
  • $24.01 P/E (TTM): 69.67X Cap: $354M
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Q: Hi Peter & 5i,
May I get get your thoughts on the 1st Quarter of F25?
Are you concerned about the small sales increase compared to Q1 of F24?
Are you concerned about decreases in profit (.8M versus 1.2M) and EBITDA (2.6M versus 3.2M)?
Thank you for your thoughts and great service.

Upvote 4

Read Answer Asked by Dennis on September 09, 2024

• Solaris Resources Inc. (SLS $13.76)
  • $13.76 Cap: $2.31B
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Q: What are the current prospects for SLS? Do the drill results confirm the extent of their deposit?

Upvote 2

Read Answer Asked by Mike on September 09, 2024