Investment Q&A

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.99)
  • $18.99 Cap: $858M
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Q: Hello Peter and company,

With XLB hitting a new 52 week low, should I continue to take a long term view that yields will eventually be lower? I took a position in January and not sure weather to add, sell or hold. I have a 4% position with the reminder in the balanced portfolio and cash.

Thanks for the great service,
Angelo

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Read Answer Asked by Angelo on September 29, 2023

• BMO Long Corporate Bond Index ETF (ZLC $15.31)
  • $15.31 Cap: $515M
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• iShares Core Canadian Corporate Bond Index ETF (XCB $20.41)
  • $20.41 Cap: $2.44B
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Q: Peter; I’ve read the replies on both- what is the difference between the two - XCB seems to have performed better over the year. Thanks.
Rod

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Read Answer Asked by Rodney on September 29, 2023

• Crown Castle Inc. (CCI $94.28)
  • $94.28 Cap: $40.75B
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• Algonquin Power & Utilities Corp. (AQN $7.51)
  • $7.51 Cap: $5.78B
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• Vermilion Energy Inc. (VET $10.67)
  • $10.67 Cap: $1.64B
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• Magna International Inc. (MG $64.21)
  • $64.21 P/E (TTM): 11.0X Cap: $18.26B
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Q: 40-70% losses on paper on these 4 Cies ,2 are now under book value and one is getting close,I wonder if there is a limit on the downside.At this level I am ready to wait for some kind of recovery..Would a "switch" between these stocks or even a sell would be to consider at this level ?I know that predictions are impossible,but your impressions are always appreciated..

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Read Answer Asked by Jean-Yves on September 29, 2023

• lululemon athletica inc. (LULU $173.41)
  • $173.41 P/E (TTM): 11.58X Cap: $19.24B
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• Peloton Interactive Inc. (PTON $8.33)
  • $8.33 Cap: $3.39B
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Q: Hi 5i,
May I please have your insight into the deal between Lululemon and Peloton?
Do you see it as good/bad/indifferent?
Is it better for one company more than the other or is it equal?
Thanks!!

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Read Answer Asked by Brian on September 29, 2023

• Topicus.com Inc. (TOI $161.95)
  • $161.95 P/E (TTM): 77.72X Cap: $13.55B
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• Lumine Group Inc. (LMN $44.63)
  • $44.63 P/E (TTM): 174.24X Cap: $11.75B
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Q: Hi Team,

Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?

Thanks,

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Read Answer Asked by Keith on September 29, 2023

Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision

Asked by Terence on September 28, 2023
5I RESEARCH ANSWER:
We would rank: GOOG $129, NVDA $418, CSU $2700, LMN $19, AMD $95, AAPL $165, V $225, TOI $85, TOU $66, BYD $235


See last questions above. Unfortunately you did not answer the question about going all in or wait for markets to settle ...thanks again for your help

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Read Answer Asked by Terence on September 29, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $100.51)
  • $100.51 P/E (TTM): 166.45X Cap: $148.12B
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Q: Why does Brookfield spin out subsidiaries rather than keep 100% of their businesses within the parent company like Berkshire? How does the BN approach create greater shareholder value compared to having just one company with all of its bits under one roof?

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Read Answer Asked by Joel on September 29, 2023

• TC Energy Corporation (TRP $73.13)
  • $73.13 P/E (TTM): 17.76X Cap: $76B
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Q: Several analysts during the last couple of weeks recommended on BNN either sell or don't buy TRP.
Can you please comment whether, in your opinion, TRP is a hold or sell ?
Will you recommend averaging down at this level ?
Will also appreciate any comments on the sustainability of the dividend.
Looking at the insider buying/selling information of my discount broker I do not see any substantial ownership by senior management. Can you confirm this ?
Please deduct as many credits as necessary.
Thanks

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Read Answer Asked by Terry on September 29, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $89.56)
  • $89.56 P/E (TTM): 45.13X Cap: $10.30B
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Q: Could we get your thoughts on their 1/4 please?

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Read Answer Asked by Greg on September 29, 2023

• Toronto-Dominion Bank (The) (TD $109.56)
  • $109.56 P/E (TTM): 9.15X Cap: $187.04B
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• Bank of Nova Scotia (The) (BNS $89.06)
  • $89.06 P/E (TTM): 17.23X Cap: $111.24B
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• Brookfield Corporation Class A Limited Voting Shares (BN $100.51)
  • $100.51 P/E (TTM): 166.45X Cap: $148.12B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.94)
  • $84.94 P/E (TTM): 40.65X Cap: $135.38B
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Q: Assuming I would like to divide recent funds into 4 companies that I can set up as DRIP’s and leave for 20 years what would you recommend. I am diversified otherwise.

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Read Answer Asked by Chris on September 28, 2023

• Sangoma Technologies Corporation (STC $7.04)
  • $7.04 Cap: $235M
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Q: Could you please comment on the earning and outlook?

thanks,

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Read Answer Asked by Nicholas on September 28, 2023

• AFLAC Incorporated (AFL $107.40)
  • $107.40 P/E (TTM): 24.44X Cap: $57.44B
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• Prudential Financial Inc. (PRU $102.85)
  • $102.85 P/E (TTM): 22.82X Cap: $36.46B
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• Aegon Ltd. New York Registry Shares (AEG $7.91)
  • $7.91 Cap: $15.64B
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Q: AEG seems unusual in terms of its extremely low dividend payment to cash flow ratio, price/book, and other ratios. Its 12% 3 year dividend growth average is very attractive. However, the negative earnings, etc. are concerning. Is this a stock you would buy? Which North American insurers would be more desirable for growth/safety of dividend?

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Read Answer Asked by David on September 28, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.23)
  • $47.23 Cap: $17.40B
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Q: hi, what is going on here. price continues to deteriorate? what do you recommend buy hold sell?

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Read Answer Asked by chris on September 28, 2023

Q: Are the Extendible Notes offered by TD Bank as safe as GICs . They offer a slightly better yield on CAD GICs and over 6% on USD . There must be a downside to cause this ... Please explain

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Read Answer Asked by Thomas on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $35.12)
  • $35.12 Cap: $22.60B
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Q: Do you have an explanation for the drop in BEP.UN recently?
Thanks,
Debrah

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Read Answer Asked by Debrah on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $35.12)
  • $35.12 Cap: $22.60B
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Q: Hello Peter,
The stocks is getting hit quite hard this week. Any major news? Thanks very much

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Read Answer Asked by umedali on September 28, 2023

Q: Everyone, if interest rates stay were they are today ( or higher) for three, four or five years - what would that do to the tech market? Specifically the large tech companies. Clayton

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Read Answer Asked by Clayton on September 28, 2023

• Apple Inc. (AAPL $256.08)
  • $256.08 P/E (TTM): 37.25X Cap: $3.80T
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• Amazon.com Inc. (AMZN $227.63)
  • $227.63 P/E (TTM): 35.29X Cap: $2.42T
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• Meta Platforms Inc. (META $765.16)
  • $765.16 P/E (TTM): 28.24X Cap: $1.92T
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• Alphabet Inc. (GOOG $252.88)
  • $252.88 P/E (TTM): 27.21X Cap: $3.08T
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• Microsoft Corporation (MSFT $514.45)
  • $514.45 P/E (TTM): 37.97X Cap: $3.82T
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• Netflix Inc. (NFLX $1,227.37)
  • $1,227.37 P/E (TTM): 52.28X Cap: $521.54B
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• NVIDIA Corporation (NVDA $183.61)
  • $183.61 P/E (TTM): 56.99X Cap: $4.46T
  • View NVDA Profile
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• Ford Motor Company (F $11.66)
  • $11.66 P/E (TTM): 14.9X Cap: $46.40B
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• Oracle Corporation (ORCL $328.15)
  • $328.15 P/E (TTM): 71.12X Cap: $932.50B
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• Tesla Inc. (TSLA $434.21)
  • $434.21 P/E (TTM): 246.28X Cap: $1.37T
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• Advanced Micro Devices Inc. (AMD $159.79)
  • $159.79 P/E (TTM): 89.94X Cap: $259.31B
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• NIO Inc. American depositary shares each representing one Class A (NIO $6.91)
  • $6.91 Cap: $16.55B
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Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

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Read Answer Asked by Austin on September 28, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: does flutter plan to spin out common shares of fan duel to existing common shareholders of flutter? and if so any idea as to the number of shares of fan duel per one common share of flutter thanks Richard

Upvote 1

Read Answer Asked by richard on September 28, 2023

• goeasy Ltd. (GSY $184.33)
  • $184.33 P/E (TTM): 12.29X Cap: $2.96B
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Q: Hi Team,
More of a general question. I am enrolled in the GSY dividend DRIP program. When in a DRIP, is the share price in regards to the dividend calculation determined on the ex dividend date? Or on the date the dividend is actually paid? Thanks again;

Shane

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Read Answer Asked by Shane on September 28, 2023