Investment Q&A

• ATS Corporation (ATS $40.53)
  • $40.53 Cap: $4.16B
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• Comfort Systems USA Inc. (FIX $694.13)
  • $694.13 P/E (TTM): 35.53X Cap: $24.36B
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• Heico Corporation (HEI $316.20)
  • $316.20 P/E (TTM): 73.18X Cap: $44.03B
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• Jacobs Solutions Inc. (J $146.70)
  • $146.70 P/E (TTM): 40.22X Cap: $17.56B
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• TFI International Inc - Ordinary Shares (TFII $86.54)
  • $86.54 P/E (TTM): 20.67X Cap: $7.51B
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Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 9

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY $7.29)
  • $7.29 P/E (TTM): 15.91X Cap: $719M
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Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.73)
  • $130.73 P/E (TTM): 17.75X Cap: $29.78B
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• Trisura Group Ltd. (TSU $41.34)
  • $41.34 P/E (TTM): 18.21X Cap: $1.98B
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Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024

Q: Can any reader suggest a US Money Market Fund I can use at RBC Invest Direct without having to pay the $50 commission they want to charge me.

At TD I use Cnd and US $ MMF without any charges.

Upvote 2

Read Answer Asked by Nigel on August 01, 2024

• Netflix Inc. (NFLX $1,178.64)
  • $1,178.64 P/E (TTM): 48.91X Cap: $500.76B
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• Evertz Technologies Limited (ET $12.18)
  • $12.18 P/E (TTM): 15.56X Cap: $924M
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Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Upvote 1

Read Answer Asked by Doug on August 01, 2024

• Arm Holdings plc (ARM $135.37)
  • $135.37 P/E (TTM): 182.97X Cap: $144.18B
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Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Upvote 4

Read Answer Asked by JR on August 01, 2024

• Agnico Eagle Mines Limited (AEM $186.45)
  • $186.45 P/E (TTM): 23.02X Cap: $93.56B
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Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Upvote 3

Read Answer Asked by Richard on August 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.59)
  • $41.59 P/E (TTM): 524.69X Cap: $27.83B
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Q: Your thoughts on BIP.UN's results please.

Upvote 4

Read Answer Asked by Theodore on August 01, 2024

• BCE Inc. (BCE $32.68)
  • $32.68 P/E (TTM): 77.26X Cap: $29.49B
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Q: Good morning,

Please comment of Q2 Earnings for BCE .

Thanks,
George

Upvote 8

Read Answer Asked by George on August 01, 2024

• Vitalhub Corp. (VHI $13.59)
  • $13.59 P/E (TTM): 302.89X Cap: $751M
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Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Upvote 6

Read Answer Asked by Murray on August 01, 2024

• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $18.96)
  • $18.96 P/E (TTM): 62.83X Cap: $811M
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Q: Hi, I believe that you were going to ask Hamilton ETF if they were charging any additional fee's, other than the MER of 0.65%. Did they ever get back to you, and what was the result if they did.
Thanks

Upvote 2

Read Answer Asked by Greg on August 01, 2024

• iShares S&P/TSX SmallCap Index ETF (XCS $24.26)
  • $24.26 P/E (TTM): 27.27X Cap: $144M
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• iShares Core S&P Small-Cap ETF (IJR $110.39)
  • $110.39 P/E (TTM): 34.78X Cap: $80.53B
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Q: What is your favourite predominantly Canadian small cap ETF ? And American ?
Which of the two do you prefer for a 3-5 year hold?
Thank you,
Philip

Upvote 5

Read Answer Asked by Philip on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $21.06)
  • $21.06 P/E (TTM): 12.51X
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• Evolve US Banks Enhanced Yield Fund (CALL $12.73)
  • $12.73 P/E (TTM): 23.4X Cap: $104M
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $14.75)
  • $14.75 P/E (TTM): 12.51X Cap: $235M
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Q: Can I have your opinion on the best Cdn. bank ETF'S that write call options. Low fees & decent history of good yield.
Thank You

Upvote 2

Read Answer Asked by Joseph on August 01, 2024

• Crocs Inc. (CROX $74.39)
  • $74.39 P/E (TTM): 6.25X Cap: $5.89B
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Q: Good Morning
Do you still have the same conviction in CROXS following their latest quarter?

Thank you

Upvote 2

Read Answer Asked by Marty on August 01, 2024

• NextEra Energy Inc. (NEE $72.56)
  • $72.56 P/E (TTM): 24.89X Cap: $145.26B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.94)
  • $34.94 Cap: $23.26B
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• Topaz Energy Corp. (TPZ $25.43)
  • $25.43 P/E (TTM): 61.95X Cap: $3.90B
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• Middlefield Global Infrastructure Dividend ETF (MINF $10.06)
  • $10.06 P/E (TTM): 50.2X Cap: $22M
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Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Upvote 2

Read Answer Asked by david on August 01, 2024

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $62.11)
  • $62.11 P/E (TTM): 22.23X Cap: $867M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $43.26)
  • $43.26 P/E (TTM): 20.49X Cap: $533M
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• Vanguard Total International Stock (VXUS $70.16)
  • $70.16 P/E (TTM): 0.45X Cap: $93.92B
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Q: Hi All at 5i!!
I gather VXUS is in USD. Is there a CAD equivalent??

Cheers,
Tamara

Upvote 1

Read Answer Asked by Tamara on August 01, 2024

• Allied Properties Real Estate Investment Trust (AP.UN $17.17)
  • $17.17 Cap: $2.20B
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Q: Hi,

Could I have your comments on Allied's results ?

Thanks

Upvote 1

Read Answer Asked by Guy on August 01, 2024

• Kinaxis Inc. (KXS $196.27)
  • $196.27 P/E (TTM): 443.98X Cap: $5.45B
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Q: Comments on KXS earnings and how they will shape future stock performance.

Upvote 12

Read Answer Asked on August 01, 2024

Q: Hello,

I looked at the presenters for the money show for Sept. 2024.

I saw pretty women and men flogging their stuff.

As a value investor, is it worth my time (I'm 65 and will be dead in 10 years) to attend this event so I can make better decisions now, so my wife can be more financially secure when I am no longer around?
Assuming we have the same ruling party beyond 2025.
I don't mean to be blunt - but facts are facts.
BTW - my portfolio has made more ($55k) in the past month than in the past 4 yrs. This is directly attributable to my knowledge gained from this 5i Q&A blog.

Thank you and keep up the good work.

Upvote 14

Read Answer Asked by Delbert on August 01, 2024

• Intact Financial Corporation (IFC $284.36)
  • $284.36 P/E (TTM): 23.32X Cap: $51.28B
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Q: Thoughts on the quarter please?

Thx

Upvote 5

Read Answer Asked by blake on August 01, 2024