Investment Q&A

• WSP Global Inc. (WSP $287.98)
  • $287.98 P/E (TTM): 46.5X Cap: $37.58B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.17X Cap: $274.94B
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• goeasy Ltd. (GSY $204.51)
  • $204.51 P/E (TTM): 12.29X Cap: $3.28B
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• The Trade Desk Inc. (TTD $44.47)
  • $44.47 P/E (TTM): 52.93X Cap: $21.74B
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• Celsius Holdings Inc. (CELH $54.73)
  • $54.73 P/E (TTM): 167.24X Cap: $14.11B
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Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!

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Read Answer Asked by Kim on July 30, 2023

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Do you have any information on when the HCG takeover deal is expected to close?

Thank you,

Stephen

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Read Answer Asked by Stephen on July 30, 2023

• Align Technology Inc. (ALGN $131.39)
  • $131.39 P/E (TTM): 22.32X Cap: $9.52B
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Q: what are the expectations going forward and would you endorse adding to an existing position of 1.5%?

yahoo lists institutional ownership at 91% and insiders at 6.5% Given this i am surprised the share price went so low in the last year. How would you explain this?

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Read Answer Asked by JR on July 30, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $54.05)
  • $54.05 P/E (TTM): 96.28X Cap: $26.47B
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Q: Any concerns with the issues surrounding copper production currently and going forward. Thinking of taking profits on this one.

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Read Answer Asked by Greg on July 30, 2023

• AirBoss of America Corp. (BOS $5.25)
  • $5.25 Cap: $142M
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Q: With the recent sell off is this time to move on with BOS?

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Read Answer Asked by Dean on July 30, 2023

• Linamar Corporation (LNR $76.88)
  • $76.88 P/E (TTM): 21.98X Cap: $4.59B
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• Magna International Inc. (MG $64.81)
  • $64.81 P/E (TTM): 11.08X Cap: $18.26B
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Q: Would you be a buyer of Linamar today or still prefer to own Magna?
Thanks

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Read Answer Asked on July 30, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $89.80)
  • $89.80 P/E (TTM): 44.67X Cap: $10.30B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.91)
  • $18.91 P/E (TTM): 100.68X Cap: $1.83B
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Q: Both Aritzia and Canada Goose have seen a drop in their share prices recently. I am interested in investing in one of them for the long term. Which one do you think has a better growth potential and why?

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Read Answer Asked by Esther on July 30, 2023

• BRP Inc. Subordinate Voting Shares (DOO $84.06)
  • $84.06 Cap: $6.13B
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• Boyd Group Services Inc. (BYD $235.32)
  • $235.32 P/E (TTM): 458.38X Cap: $5.05B
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Q: Which company do you have more confidence in for capital preservation? thanks.

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Read Answer Asked by Cheryl on July 30, 2023

• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 26.9X Cap: $3.08T
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• Intuitive Surgical Inc. (ISRG $438.72)
  • $438.72 P/E (TTM): 60.7X Cap: $157.27B
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• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.85X Cap: $4.29T
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• TFI International Inc. (TFII $128.60)
  • $128.60 P/E (TTM): 21.73X Cap: $10.67B
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• Lumine Group Inc. (LMN $45.80)
  • $45.80 P/E (TTM): 171.38X Cap: $11.75B
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Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

Upvote 1

Read Answer Asked by Mahendiali on July 30, 2023

• Enbridge Inc. (ENB $68.36)
  • $68.36 P/E (TTM): 23.82X Cap: $149.09B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.17X Cap: $274.94B
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• Tamarack Valley Energy Ltd. (TVE $5.89)
  • $5.89 P/E (TTM): 12.81X Cap: $2.98B
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Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.

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Read Answer Asked by Christine on July 30, 2023

• TELUS International (Cda) Inc. Subordinate (TIXT $4.50)
  • $4.50 Cap: $1.23B
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Q: hello
Per Chris s July 27 question and a fellow 5i member also at a substantial loss to date - does any of the respective 5iii analysts in fact own these positions also ?
* There was no disclaimer in your answer.

Upvote 1

Read Answer Asked by Brant on July 30, 2023

• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 26.9X Cap: $3.08T
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• Microsoft Corporation (MSFT $517.93)
  • $517.93 P/E (TTM): 37.28X Cap: $3.84T
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• Berkshire Hathaway Inc. (BRK.B $492.85)
  • $492.85 P/E (TTM): 16.81X Cap: $1.05T
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Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.

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Read Answer Asked by Bruce on July 30, 2023

• Agnico Eagle Mines Limited (AEM $222.13)
  • $222.13 P/E (TTM): 31.62X Cap: $111.66B
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Q: Hello 5i
Please share with us your views on the quarter.

Tia!

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Read Answer Asked by Kat on July 28, 2023

• AbbVie Inc. (ABBV $222.47)
  • $222.47 P/E (TTM): 106.22X Cap: $393B
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Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L

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Read Answer Asked by Paul on July 28, 2023

• Lennox International Inc. (LII $539.64)
  • $539.64 P/E (TTM): 23.16X Cap: $19.17B
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Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

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Read Answer Asked by Brian on July 28, 2023

• Gibraltar Industries Inc. (ROCK $61.85)
  • $61.85 P/E (TTM): 14.9X Cap: $1.78B
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Q: Hello,

Can I please get your opinion of Gibraltar Industries (ROCK). Thanks

Dave

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Read Answer Asked by David on July 28, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.25)
  • $41.25 P/E (TTM): 82.42X Cap: $6.53B
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• Granite Real Estate Investment Trust (GRT.UN $76.50)
  • $76.50 P/E (TTM): 19.93X Cap: $4.63B
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• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.49)
  • $12.49 P/E (TTM): 25.79X Cap: $3.65B
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• Real Matters Inc. (REAL $7.81)
  • $7.81 Cap: $579M
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Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

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Read Answer Asked by Alexandra on July 28, 2023

• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 26.9X Cap: $3.08T
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• Intuit Inc. (INTU $687.92)
  • $687.92 P/E (TTM): 49.38X Cap: $191.79B
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• Salesforce Inc. (CRM $247.09)
  • $247.09 P/E (TTM): 35.51X Cap: $235.22B
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• Intercontinental Exchange Inc. (ICE $169.77)
  • $169.77 P/E (TTM): 32.85X Cap: $97.18B
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• Fortinet Inc. (FTNT $84.21)
  • $84.21 P/E (TTM): 33.33X Cap: $64.52B
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• Palo Alto Networks Inc. (PANW $208.19)
  • $208.19 P/E (TTM): 128.15X Cap: $139.25B
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• S&P Global Inc. (SPGI $507.16)
  • $507.16 P/E (TTM): 39.06X Cap: $154.83B
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• MSCI Inc. (MSCI $559.75)
  • $559.75 P/E (TTM): 36.84X Cap: $43.30B
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Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

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Read Answer Asked by Tamara on July 28, 2023

• TC Energy Corporation (TRP $72.46)
  • $72.46 P/E (TTM): 17.81X Cap: $75.30B
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Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

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Read Answer Asked by Dean on July 28, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU $37.32)
  • $37.32 P/E (TTM): 22.67X Cap: $10.14B
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• Methanex Corporation (MX $53.48)
  • $53.48 P/E (TTM): 11.64X Cap: $3.60B
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• FirstService Corporation (FSV $278.05)
  • $278.05 P/E (TTM): 64.36X Cap: $12.66B
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Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

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Read Answer Asked by Margot on July 28, 2023