Investment Q&A

• Costco Wholesale Corporation (COST $1,018.48)
  • $1,018.48 P/E (TTM): 70.78X Cap: $452.07B
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• Walmart Inc. (WMT $133.89)
  • $133.89 Cap: $1.06T
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• Dollarama Inc. (DOL $190.12)
  • $190.12 P/E (TTM): 40.37X Cap: $52.05B
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Q: So all 3 have returned about the same on investment in 24. If you were to invest $20,000 today, and bought all 3, how would you alot the dollars.
Thanks again

Upvote 9

Read Answer Asked by eugene on August 16, 2024

• Cellebrite DI Ltd. (CLBT $14.64)
  • $14.64 Cap: $3.50B
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Q: I have a question about 2514

Upvote 2

Read Answer Asked by richard on August 16, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Any thoughts on why the jump in TIXT this week after the big sell off last week?

Upvote 4

Read Answer Asked by fwb181 on August 16, 2024

• Royal Bank of Canada Non-Cumulative 5-Year Rate Reset First Preferred Shares Series BB (RY.PR.H $24.99)
  • $24.99 P/E (TTM): 13.6X
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Q: I have preferred shares RY.PR.H which are scheduled to reset this Aug24/24. I have not been able to find out or notified if they are to be reset or redeemed this Aug24. I hoping you can shed more info on what is happening with the shares this month. Thanks … Cal

Upvote 2

Read Answer Asked by cal on August 16, 2024

• Spotify Technology S.A. (SPOT $458.34)
  • $458.34 Cap: $94.34B
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• OFG Bancorp (OFG $41.91)
  • $41.91 P/E (TTM): 9.5X Cap: $1.84B
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• Invesco S&P MidCap Momentum ETF (XMMO $146.20)
  • $146.20 P/E (TTM): 27.85X Cap: $5.51B
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• FTAI Infrastructure Inc. (FIP $6.00)
  • $6.00 Cap: $724M
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Q: Hi team,

Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?

Have a good day,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on August 16, 2024

• Arbor Realty Trust (ABR $7.72)
  • $7.72 P/E (TTM): 9.65X Cap: $1.51B
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Q: Your thoughts on this realty company.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Kinder Morgan Inc. (KMI $32.32)
  • $32.32 P/E (TTM): 26.49X Cap: $71.90B
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• Plains GP Holdings L.P. (PAGP $21.59)
  • $21.59 P/E (TTM): 42.0X Cap: $4.27B
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Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Quipt Home Medical Corp. (QIPT $4.85)
  • $4.85 Cap: $215M
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Q: Why the huge drop today? Is it an overreaction? Is QIPT a but, sell, or hold. Thanks

Upvote 1

Read Answer Asked by Charles on August 16, 2024

• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• Kinaxis Inc. (KXS $123.77)
  • $123.77 P/E (TTM): 75.34X Cap: $3.47B
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• Open Text Corporation (OTEX $33.49)
  • $33.49 P/E (TTM): 14.51X Cap: $8.39B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.74)
  • $9.74 P/E (TTM): 9.74X Cap: $278M
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Q: I'm going to sell OTEX. What would you replace it with?

Upvote 12

Read Answer Asked by Maria on August 16, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.54)
  • $28.54 Cap: $9.60B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $19.00)
  • $19.00 P/E (TTM): 5.13X Cap: $855M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.83)
  • $52.83 P/E (TTM): 18.19X Cap: $25.77B
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• State Street SPDR S&P 500 ETF Trust (SPY $681.75)
  • $681.75 P/E (TTM): 26.17X Cap: $702.53B
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• iShares MSCI Emerging Markets ETF (EEM $61.12)
  • $61.12 P/E (TTM): 7.67X Cap: $28.02B
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• iShares MSCI EAFE ETF (EFA $104.24)
  • $104.24 P/E (TTM): 31.94X Cap: $76.92B
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Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you

Upvote 5

Read Answer Asked by Yves on August 16, 2024

• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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Q: Are you comfortable adding to Lumine here?

Upvote 15

Read Answer Asked by Kim on August 15, 2024

• Strathcona Resources Ltd. (SCR $28.27)
  • $28.27 P/E (TTM): 5.51X Cap: $6.05B
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Q: Can you provide an updated view on Strathcona Resources.

Upvote 2

Read Answer Asked by Kim on August 15, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,356.86)
  • $2,356.86 P/E (TTM): 8.06X Cap: $50.26B
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• Intact Financial Corporation (IFC $263.18)
  • $263.18 P/E (TTM): 19.04X Cap: $46.73B
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• Trisura Group Ltd. (TSU $49.62)
  • $49.62 P/E (TTM): 19.46X Cap: $2.36B
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• Definity Financial Corporation (DFY $67.85)
  • $67.85 P/E (TTM): 20.38X Cap: $8.25B
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Q: I am looking at the insurance industry for my next purchase in a non registered account , mainly consisting of banks, utilities, telecoms, REITS.

Which of these three offer the best growth potential over the next 5 years and why ? I can handle moderate risk. Which offers the best entry price ? Are there other CDN listed insurance companies I should consider ?
Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on August 15, 2024

• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $3.02B
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Q: Can you please comment on this company's recently announced earnings. Your overall input would be appreciated. Would you be a buyer at this time? Thanks

Upvote 8

Read Answer Asked by Brian on August 15, 2024

• Foraco International SA (FAR $2.85)
  • $2.85 P/E (TTM): 16.15X Cap: $297M
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Q: Could you comment on the Faraco International results for their 2nd quarter June 30, 2024. Would you consider it a hold or a sell ?
Thanks 5i

Upvote 2

Read Answer Asked by mike on August 15, 2024

• Tidewater Midstream and Infrastructure Ltd. (TWM $6.45)
  • $6.45 Cap: $139M
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Q: Hello 5i, Could you comment on TWM as the stock keeps going down could here be a reverse consolidation ? Also is there new diesel refinery completed and in operation.
Basically is the company going to survive.

Upvote 1

Read Answer Asked by Michael on August 15, 2024

• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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Q: Every financial stock is rising, while GSY keep dropping recently. Any reason ?

Upvote 4

Read Answer Asked by Lai Kuen on August 15, 2024

• Minto Apartment Real Estate Investment Trust (MI.UN $17.56)
  • $17.56 Cap: $1.09B
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Q: Please comment on Mi.un's Q results released today after close,and the company.Add,Hold or Sell? Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on August 15, 2024

• Sangoma Technologies Corporation (STC $6.11)
  • $6.11 Cap: $202M
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Q: I am down quite a bit on this company. Is it time to buy more or sell?

Thank you

Upvote 1

Read Answer Asked by patricia on August 15, 2024

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.47)
  • $21.47 P/E (TTM): 17.11X Cap: $1.33B
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Q: Very curious as too why you seem to support HDIV. Looking at the sell-off window between Jul 31 and Aug 7 this year, HDIV declined approx 40% more than the avg decline of the TSX, S&P500 and DOW. I fully understand at/out of money risk, but it seem leverage, which HDIV uses, is not great in market downturns. I know the window for this analysis is narrow, however it seems to show the risk of leveraged funds.

Upvote 5

Read Answer Asked by Christopher on August 15, 2024