Investment Q&A

• Stantec Inc. (STN $118.79)
  • $118.79 P/E (TTM): 32.6X Cap: $15.28B
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• Comfort Systems USA Inc. (FIX $1,300.02)
  • $1,300.02 P/E (TTM): 53.78X Cap: $47.21B
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• SPX Technologies Inc. (SPXC $230.92)
  • $230.92 P/E (TTM): 49.4X Cap: $11.52B
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• TopBuild Corp. (BLD $537.33)
  • $537.33 P/E (TTM): 27.46X Cap: $15.08B
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• Trane Technologies plc (TT $460.45)
  • $460.45 P/E (TTM): 35.55X Cap: $104.58B
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Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?

Upvote 4

Read Answer Asked by Graeme on March 13, 2024

• Tantalus Systems Holding Inc. (GRID $5.10)
  • $5.10 Cap: $284M
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Q: Hello. Can you please profile this company and evaluate why it is a buy, sell or hold? Do you see the recent run as overdone or the start of something? Please focus on potential over 3+ years vs. 2024

Upvote 3

Read Answer Asked by Tim on March 13, 2024

• Eli Lilly and Company (LLY $1,038.27)
  • $1,038.27 P/E (TTM): 50.15X Cap: $981.56B
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• UnitedHealth Group Incorporated (DE) (UNH $284.37)
  • $284.37 P/E (TTM): 14.25X Cap: $252.64B
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• Veeva Systems Inc. Class A (VEEV $171.99)
  • $171.99 P/E (TTM): 34.51X Cap: $28.27B
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• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
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Q: Hi Team,
Currently for healthcare exposure I own VEEV and WELL. I was considering replacing VEEV with either LLY or UNH. Would this be advisable? If so, which one would you recommend? Also, regarding Well would you recommend continuing to hold it; or selling it to make a switch for either LLY or UNH as well? What sort of mix here would you recommend? I am looking for long term growth here. Lastly...do you see the healthcare sector in general to be a good place to be right now?

Thanks,
Shane.

Upvote 8

Read Answer Asked by Shane on March 13, 2024

Q: Hi 5i, back in Feb 22 Tom asked a question re Global ETF's. Your answer referred to a Lo Vol ETF with symbol LVHI.
I have been unable to find this ETF, is there any chance that this might have been a "typo" ?
Could you give me the full ETF Name.
Thanks
Terry

Upvote 1

Read Answer Asked by Terrance on March 13, 2024

• Copart Inc. (CPRT $36.72)
  • $36.72 P/E (TTM): 24.24X Cap: $35.54B
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• Old Dominion Freight Line Inc. (ODFL $185.51)
  • $185.51 P/E (TTM): 39.13X Cap: $40.66B
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Q: Can you provide a current outlook on these two from a valuation perspective

Upvote 4

Read Answer Asked by Kim on March 13, 2024

• Kinaxis Inc. (KXS $125.12)
  • $125.12 P/E (TTM): 76.06X Cap: $3.51B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $60.11)
  • $60.11 P/E (TTM): 57.34X Cap: $619M
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Q: I know that you still like KXS, and you also like XIT. I manage my son’s TFSA, and he’s made a tidy profit in KXS, since it’s been held for quite a while. However, going forward, and since more recent charts indicate XIT's outperforformance, what would be your assessment of switching from KXS to XIT?

He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.

Finally, he can buy and sell XIT with zero commission.

Your pertinent advice is, as always, important in our decision making.

Upvote 9

Read Answer Asked by Jerry on March 13, 2024

• Amgen Inc. (AMGN $366.20)
  • $366.20 P/E (TTM): 28.16X Cap: $197.19B
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• Intuitive Surgical Inc. (ISRG $478.60)
  • $478.60 P/E (TTM): 62.92X Cap: $176.18B
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• AbbVie Inc. (ABBV $227.50)
  • $227.50 P/E (TTM): 169.8X Cap: $390.39B
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• Eli Lilly and Company (LLY $1,038.27)
  • $1,038.27 P/E (TTM): 50.15X Cap: $981.56B
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• Profound Medical Corp. (PRN $8.50)
  • $8.50 Cap: $255M
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Q: Good Morning, Can I please get your opinion on the recent earnings of Viemed and Profound Medical? Are they worth holding for several more quarters, or is it perhaps time to move on. I know you don't have many ideas for Canadian healthcare stocks, other than WELL (which I own), but if you wanted to switch to another CDN or US healthcare stock, what might you consider? Thanks. Brad

Upvote 1

Read Answer Asked by Bradley on March 13, 2024

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.69)
  • $5.69 Cap: $1.42B
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Q: Hi - can you please give your perspective on why the shares have performed so poorly despite the company having such "sticky" tenants? I would have thought that the business would have been so predictable (due to the type of tenant) and therefore easy to "manage" into a reliable long term moderate growth company....but it hasn't. Going forward...do you think the sticky tenants offer a positive way forward for the company?

Upvote 1

Read Answer Asked by Doug on March 13, 2024

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Just adding on to the last question on NBLY. Since the arrangement has been approved, would it not be a smart play to purchase shares at around the buyout price in order to have access to the CVR rights? It looks like you would get your investment returned within a week when the deal closes and you could await the result of the CVR at no cost.

Upvote 1

Read Answer Asked by Rick on March 13, 2024

• Lundin Mining Corporation (LUN $35.21)
  • $35.21 Cap: $30.84B
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Q: What is the reason for the big move in Lundin today (Wednesday). Up over 9% and I can’t find any news? Also do you know when it will go ex-dividend. Last dividend I see declared was $.09 on Nov 30

Upvote 2

Read Answer Asked by Bruce on March 13, 2024

• ECN Capital Corp. (ECN $3.04)
  • $3.04 P/E (TTM): 109.24X Cap: $856M
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Q: Hi There,

When is ECN’s next quarterly earnings report and what is expected? How long would you continue to HOLD hoping for improvements?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on March 13, 2024

• SiriusPoint Ltd. (SPNT $20.59)
  • $20.59 P/E (TTM): 11.98X Cap: $2.29B
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Q: Do you consider Sirius buyable today?

Thanks

Upvote 1

Read Answer Asked by Daniel on March 13, 2024

Q: Could you suggest 6 or 7 Canadian equities (irrespective of sector) that would be suitable as GIC/Bond proxies? Secure dividend and slighlty positive growth potential?
Thank you for all you do.

Upvote 12

Read Answer Asked by Delbert on March 13, 2024

• Exchange Income Corporation (EIF $97.66)
  • $97.66 P/E (TTM): 36.44X Cap: $5.28B
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Q: What do you think is the primary reason why EIF is having such trouble getting any kind of traction? Their recent earnings were solid and well received by investment firms, many of whom raised their targets (eg. TD, RBC, Canaccord, Raymond James, ATB). And yet within a couple of days, the stock price has reversed itself and is now back down below $48.00.

Thanks as always.

Upvote 4

Read Answer Asked by karl on March 13, 2024

• Global X 0-3 Month T-Bill ETF (CBIL $50.03)
  • $50.03 Cap: $1.78B
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• High Interest Savings Account ETF (HISA)
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Q: Where to park $ for 1 to 2 years looking for liquidity interest and safety. Recommendation? Thanx

Upvote 2

Read Answer Asked by Steve on March 13, 2024

• Park Lawn Corporation (PLC $26.48)
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• Bank of Nova Scotia (The) (BNS $103.28)
  • $103.28 P/E (TTM): 25.91X Cap: $128.22B
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Q: your favs with dividend growth compounders strong free cash flow growth every year?is bep.un a no brainer for valuation and growth and does dir.un have potential why do you like them thanks take me down on the questions for my added queries

Upvote 5

Read Answer Asked by cliff on March 13, 2024

• State Street SPDR S&P 500 ETF Trust (SPY $681.27)
  • $681.27 P/E (TTM): 26.17X Cap: $697.74B
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• INVESCO QQQ Trust (QQQ $600.64)
  • $600.64 P/E (TTM): 30.22X Cap: $396.03B
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Q: If someone had to purchase 1 etf in their portfolio, would you say that this is the best one even though it is pricey. Thank you

Upvote 4

Read Answer Asked by wilson on March 13, 2024

• Vanguard Health Care ETF (VHT $287.81)
  • $287.81 P/E (TTM): 24.28X Cap: $17.16B
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• iShares U.S. Healthcare ETF (IYH $65.09)
  • $65.09 P/E (TTM): 23.71X Cap: $3.31B
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Q: Would you favor IYH over VHT considering the 10 year share price has increased about the same. But IYH has a 5.4% dividend.
Or does VHT have better future growth?

Thanks.

Upvote 3

Read Answer Asked by Brian on March 13, 2024

• iShares 20+ Year Treasury Bond ETF (TLT $89.23)
  • $89.23 Cap: $45.73B
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Q: With the up coming US election in November and the pressure on the fed to cut rates. What are your thoughts on where the TLT will be in the latter part of this year and would that likely be the high for the TLT for the next 12 months?

Thanks.

Upvote 1

Read Answer Asked by Brian on March 13, 2024

• GigaCloud Technology Inc (GCT $34.11)
  • $34.11 P/E (TTM): 11.54X Cap: $1.42B
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Q: Could i please have your current thoughts on GCT for a long-term investment, and the expectations for its earnings on March 15. If its earnings do not meet market expectations and the stock sells off, would you see the sell-off as an opportunity to add to one's position. Thank you.

Upvote 2

Read Answer Asked by Richard on March 13, 2024