Investment Q&A

• Finning International Inc. (FTT $93.62)
  • $93.62 P/E (TTM): 17.99X Cap: $12.24B
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• TFI International Inc. (TFII $155.82)
  • $155.82 P/E (TTM): 40.73X Cap: $12.80B
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• ATS Corporation (ATS $44.23)
  • $44.23 Cap: $4.33B
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• EQB Inc. (EQB $116.90)
  • $116.90 P/E (TTM): 17.76X Cap: $4.39B
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• GFL Environmental Inc. subordinate voting shares (GFL $57.82)
  • $57.82 P/E (TTM): 5.93X Cap: $20.76B
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• Dye & Durham Limited (DND $3.96)
  • $3.96 Cap: $265M
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Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

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Read Answer Asked by Chris on April 29, 2022

• WSP Global Inc. (WSP $224.92)
  • $224.92 P/E (TTM): 32.34X Cap: $29.37B
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• Invesco Water Resources ETF (PHO $72.69)
  • $72.69 P/E (TTM): 28.12X Cap: $2.15B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $39.44)
  • $39.44 P/E (TTM): 60.02X Cap: $18.16B
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Q: I wish to increase Infrastructure holdings. Currently own BIP -2% [utility sector], WSP - 1%, PHO - 1%.
1. What percentage would you recommend for infrastructure -growth at a reasonable price? 2. What other stocks/ETFs would you add to the mix - agree with J. 3. Others? 4. What percentage would you recommend for each?
thank you

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Read Answer Asked by sam on April 29, 2022

• Global X Active Preferred Share ETF (HPR $10.55)
  • $10.55 P/E (TTM): 35.71X Cap: $929M
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• TD Active Preferred Share ETF (TPRF $12.68)
  • $12.68 P/E (TTM): 9.78X Cap: $415M
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Q: Your thoughts on TPRF. Is there a better active Preferred ETF?

Upvote 1

Read Answer Asked by Carlos on April 29, 2022

• Carriage Services Inc. (CSV $44.08)
  • $44.08 P/E (TTM): 14.21X Cap: $694M
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Q: Could you comment on CSV's quarter? Thanks.

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Read Answer Asked by Ken on April 29, 2022

• Aecon Group Inc. (ARE $37.94)
  • $37.94 P/E (TTM): 367.8X Cap: $2.40B
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Q: Thoughts on earnings and outlook ? Thank you.

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Read Answer Asked by Paul on April 29, 2022

Q: Hi,

I have a line of credit that I borrowed for investing.But prior to that I used it once for personal use.After the funds borrowed were paid, a month later I used it all for investing in a non registered acct.

My question is, can I claim a tax deduction on the interest expense on that money borrowed.I read articles that you can only deduct only if the account was only used for investment purposes.

I know you are not tax experts but your valued opinion is greatly appreciated.

Thanks.

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Read Answer Asked by sunday on April 29, 2022

• BetaPro NASDAQ-100 -2x Daily Bear ETF (HQD)
  • Cap: $38M
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• BetaPro S&P 500 Daily Inverse ETF (HIU)
  • Cap: $21M
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Q: Are there any ETFs that short US markets that trade in Canada?

Upvote 1

Read Answer Asked by john on April 29, 2022

• GE Aerospace (GE $342.89)
  • $342.89 P/E (TTM): 41.64X Cap: $359.62B
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Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

Upvote 0

Read Answer Asked by Chris on April 29, 2022

Q: Hi Team,

Something doesn't add up to me:

1. The USD has been exceptionally strong why are commodities also so strong (I think it might be a supply/supply chain issue)?

2. Wholesale inventories are also very high (stocking up due to supply chain fears)?

I feel that the inflation is artificial and once consumers reach the limit they can afford there will be massive demand destruction and disinflation/deflation as inventories are overstocked.

What is going on?

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Read Answer Asked by David on April 29, 2022

• Whitecap Resources Inc. (WCP $13.42)
  • $13.42 P/E (TTM): 11.76X Cap: $16.28B
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Q: Im wondering why WCP stock is down today with earnings coming out. How would you proceed with the stock? Is there a more lucrative alternative stock for the next 12 months in this sector? Thanks.

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Read Answer Asked by Neil on April 29, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE $104.47)
  • $104.47 P/E (TTM): 155.41X Cap: $61.84B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: 5i: according to a question asked by Victor on the 28th. You ranked these oil stocks tou,wcp,cve,cnq,arx.Where would you rank cpg. for using the same criteria? Tks.Larry

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Read Answer Asked by Larry on April 29, 2022

• Alphabet Inc. (GOOG $313.03)
  • $313.03 P/E (TTM): 28.83X Cap: $3.76T
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Q: Why did Google tank so quickly and badly recently? Is it a time to add more now? Thanks for your answer.

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Read Answer Asked by Pat on April 29, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.64)
  • $164.64 P/E (TTM): 127.25X Cap: $214.70B
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Q: when does shop report. what are analyst expectations. what does 5i expect. do you think analyst expectations are realistic. if there is a surprise in earnings, what might it be

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Read Answer Asked on April 29, 2022

• BMO Real Return Bond Index ETF (ZRR $14.28)
  • $14.28 Cap: $96M
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Q: You recently commented that ZRR could represent a defense against inflation and rising interest rates. If this is true, then as we are now dealing with inflation and rising rates, why is ZRR's 1 year chart falling steadily? What am I missing? Thanks for a great service.

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Read Answer Asked by David on April 29, 2022

• Teladoc Health Inc. (TDOC $4.65)
  • $4.65 Cap: $825M
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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Q: Hi Peter and Team
TDOC has been crushed today it was about 300 US a year ago and now is down 90% sine with a 45% drop today
Was it a US company like WELL ?
And any reason for this sell off ?
Thanks
Linda

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Read Answer Asked by Linda on April 28, 2022

• TFI International Inc. (TFII $155.82)
  • $155.82 P/E (TTM): 40.73X Cap: $12.80B
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• Magna International Inc. (MG $88.41)
  • $88.41 P/E (TTM): 17.63X Cap: $24.91B
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Q: Couple of my favorite stocks MG and TFI. Have some spare cash, would you add or wait? Thx Ron

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Read Answer Asked by Ronald on April 28, 2022

• Dye & Durham Limited (DND $3.96)
  • $3.96 Cap: $265M
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Q: To date, DND has been a DUD. What do YOU expect from earnings tomorrow? Are you bullish on the outlook or more of the same?

Thanks


Sheldon

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Read Answer Asked by Sheldon on April 28, 2022

• RioCan Real Estate Investment Trust (REI.UN $19.75)
  • $19.75 P/E (TTM): 86.13X Cap: $5.80B
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Q: Is the payout (dividend) secure from this REIT? Concerns have been expressed about the retail sector given high inflation which is hanging around and labor shortages.

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Read Answer Asked by Ron on April 28, 2022

• Agnico Eagle Mines Limited (AEM $328.69)
  • $328.69 P/E (TTM): 27.38X Cap: $164.68B
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Q: AEM ok to buy today? It seems cheap. Much risk?

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Read Answer Asked by Neil on April 28, 2022

• Netflix Inc. (NFLX $82.70)
  • $82.70 P/E (TTM): 30.06X Cap: $349.17B
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• NVIDIA Corporation (NVDA $195.56)
  • $195.56 P/E (TTM): 47.53X Cap: $4.75T
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Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

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Read Answer Asked by Neil on April 28, 2022