Investment Q&A

• BCE Inc. (BCE $33.51)
  • $33.51 P/E (TTM): 79.79X Cap: $30.89B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Good Morning

I have to raise some cash for a riff payment
Which would you sell out right AW.UN or BCE
Both are about equal in a in a loss position


Thks
Marcel

Upvote 3

Read Answer Asked by Marcel on September 03, 2024

• WSP Global Inc. (WSP $280.00)
  • $280.00 P/E (TTM): 51.13X Cap: $36.53B
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• Stantec Inc. (STN $150.74)
  • $150.74 P/E (TTM): 45.0X Cap: $17.19B
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Q: I hold Stn. It's it an upgrade to switch to wsp? Non taxable account so no capital gain considerations.

Upvote 5

Read Answer Asked by Kel on September 03, 2024

• Enbridge Inc. (ENB $64.69)
  • $64.69 P/E (TTM): 22.74X Cap: $141.02B
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Q: Looks to be some INSIDER buying in ENB. In particular Mr. Williams the former Suncor CEO. Does 5i see this as well?

Thx

Upvote 6

Read Answer Asked by blake on September 03, 2024

• Topicus.com Inc. (TOI $180.78)
  • $180.78 P/E (TTM): 87.6X Cap: $23.47B
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Q: Anything happening at Topicus to account for the new highs?

Thx

Upvote 23

Read Answer Asked by blake on August 30, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 5.21X Cap: $244M
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Q: Peter; Are there any estimates for next weeks earnings, after their last blowout quarter? Thanks.
Rod

Upvote 8

Read Answer Asked by Rodney on August 30, 2024

• Suncor Energy Inc. (SU $53.94)
  • $53.94 P/E (TTM): 11.58X Cap: $66.21B
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• Enbridge Inc. (ENB $64.69)
  • $64.69 P/E (TTM): 22.74X Cap: $141.02B
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• TC Energy Corporation (TRP $67.97)
  • $67.97 P/E (TTM): 16.66X Cap: $70.64B
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Q: I was wondering which Canadian oil companies are poised for a gradual transition from oil to renewable energy in our economy.

Upvote 6

Read Answer Asked by Federico on August 30, 2024

• Medtronic plc. (MDT $92.88)
  • $92.88 P/E (TTM): 25.73X Cap: $119B
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Q: Could you please review the ratios as I am interested to know what has brought the stock up about 10% recently. Thanks

Upvote 2

Read Answer Asked by TOM on August 30, 2024

• Constellation Software Inc. (CSU $4,599.93)
  • $4,599.93 P/E (TTM): 96.06X Cap: $97.47B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.03)
  • $89.03 P/E (TTM): 232.14X Cap: $146.68B
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Q: Now turning to Canada - Will TRI make the list???....Can you please provide your top 10 Canadian Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.....Thanks much-lee.....Tom

Upvote 72

Read Answer Asked by Tom on August 30, 2024

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.63)
  • $18.63 Cap: $829M
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• Renaissance Floating Rate Income Fund A (ATL2503 $10.66)
  • $10.66 Cap: $54M
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Q: Can you please provide your opinion on what happens to floating rate funds as interest rates drop? Do you get a similar appreciation of the bonds with lower rates. I notice this fund is short duration so curious on your thoughts. YTD up 7% so a reasonable return but noticed in the short term with steeper drops it doesnt seem to perform as well.

Curious if a better play would be a longer duration fixed income fund?

Upvote 1

Read Answer Asked by David on August 30, 2024

Q: Hey can I get your take on this company’s latest results and drilling success. I feel it is at an inflection point and under-followed as evidenced by no question history at 5i :)
Thanks

Upvote 3

Read Answer Asked by Scott on August 30, 2024

• Fidelity Total Bond ETF (FBND $45.79)
  • $45.79 P/E (TTM): 45.19X Cap: $19.32B
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• PIMCO Active Bond ETF (BOND $92.01)
  • $92.01 P/E (TTM): 13.55X Cap: $5.69B
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Q: I'd like to buy a bond ETF that is actively managed. Please recommend 2 or 3 ETF's that have a track record of doing better than those that are not actively managed. If you have other suggestions that would help me achieve superior returns from the bond universe I'm open to all suggestions.

Upvote 4

Read Answer Asked by Les on August 30, 2024

Q: Morning. BNS OR TD?
And the reason. Why
Thank you

Upvote 5

Read Answer Asked by Michael on August 30, 2024

• Fortis Inc. (FTS $69.91)
  • $69.91 P/E (TTM): 20.56X Cap: $35.06B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.24)
  • $34.24 Cap: $22.53B
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• Northland Power Inc. (NPI $22.19)
  • $22.19 P/E (TTM): 22.41X Cap: $5.80B
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• Capital Power Corporation (CPX $60.00)
  • $60.00 P/E (TTM): 18.52X Cap: $8.35B
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• Hydro One Limited (H $50.80)
  • $50.80 P/E (TTM): 24.99X Cap: $30.46B
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Q: NPI continues to be in the doldrums despite recent earnings being quite decent. Do you feel optimistic about an eventual price recovery?

Upvote 3

Read Answer Asked by richard on August 30, 2024

• Regulus Resources Inc. (REG $2.34)
  • $2.34 Cap: $291M
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Q: what can you tell me about this stock?

Upvote 1

Read Answer Asked by Gary on August 30, 2024

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $242.87)
  • $242.87 P/E (TTM): 59.85X Cap: $13.84B
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• VanEck Vectors Semiconductor ETF (SMH $293.53)
  • $293.53 P/E (TTM): 80.77X Cap: $27.20B
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• Invesco PHLX Semiconductor ETF (SOXQ $44.72)
  • $44.72 P/E (TTM): 62.23X Cap: $502M
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Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?

Thanks.

Debrah

Upvote 2

Read Answer Asked by Debrah on August 30, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.02)
  • $132.02 P/E (TTM): 17.44X Cap: $29.62B
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• Constellation Software Inc. (CSU $4,599.93)
  • $4,599.93 P/E (TTM): 96.06X Cap: $97.47B
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• Dollarama Inc. (DOL $190.62)
  • $190.62 P/E (TTM): 43.52X Cap: $52.84B
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• Intact Financial Corporation (IFC $279.00)
  • $279.00 P/E (TTM): 22.55X Cap: $49.76B
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• WSP Global Inc. (WSP $280.00)
  • $280.00 P/E (TTM): 51.13X Cap: $36.53B
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• Thomson Reuters Corporation (TRI $247.39)
  • $247.39 P/E (TTM): 37.79X Cap: $111.44B
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• Alimentation Couche-Tard Inc. (ATD $69.99)
  • $69.99 P/E (TTM): 18.79X Cap: $66.35B
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• iShares S&P/TSX Global Gold Index ETF (XGD $35.49)
  • $35.49 P/E (TTM): 97.83X Cap: $2.49B
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Q: Person A has rode cyclical stocks up and then down. What advice would you provide if he is thinking of taking profit from selling his XGD ETF that he has been holding for hedging against inflation?
Thank you.

Upvote 13

Read Answer Asked by D on August 30, 2024

• Nutrien Ltd. (NTR $76.63)
  • $76.63 P/E (TTM): 52.29X Cap: $37.35B
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Q: Do you think Nutrien's management has lost its way? It seems to be groping around for a strategy in South America, and is having a lot of top management turnover. Molson got badly burned in Brazil years ago because they didn't understand the Brazilian market; is the same thing happening to NTR?

Upvote 4

Read Answer Asked by Jack on August 30, 2024

• Medpace Holdings Inc. (MEDP $434.35)
  • $434.35 P/E (TTM): 32.29X Cap: $12.20B
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Q: Can you comment on the recent price performance and outlook for Medpace’s?

Upvote 1

Read Answer Asked by Kim on August 30, 2024

• Uber Technologies Inc. (UBER $89.56)
  • $89.56 P/E (TTM): 15.68X Cap: $186.77B
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• Vertiv Holdings LLC Class A (VRT $139.93)
  • $139.93 P/E (TTM): 81.35X Cap: $53.43B
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Q: Contemplating buying into VRT or Uber for a three to five year hold. Which would you suggest and why?

Upvote 8

Read Answer Asked by Dennis on August 30, 2024

• Dollar General Corporation (DG $116.32)
  • $116.32 P/E (TTM): 22.2X Cap: $25.59B
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Q: Can you please comment on earnings? In your Q & A on Sep 20 2023 it included this comment: "Consensus calls for a decline in earnings this year and only about 9% growth next year." Are there any further negative surprises over the past year?

Upvote 2

Read Answer Asked by James on August 30, 2024