Investment Q&A

• BlackRock Inc. (BLK $1,063.23)
  • $1,063.23 P/E (TTM): 27.53X Cap: $165.37B
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• Berkshire Hathaway Inc. (BRK.B $504.95)
  • $504.95 P/E (TTM): 15.8X Cap: $1.08T
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• Brookfield Corporation Class A Limited (BN $43.84)
  • $43.84 P/E (TTM): 88.8X Cap: $98.39B
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Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.

Upvote 5

Read Answer Asked by Anh on April 23, 2024

Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.

Upvote 10

Read Answer Asked by David on April 23, 2024

• Purpose US Cash Fund (PSU.U $100.05)
  • $100.05 Cap: $753M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.54)
  • $117.54 Cap: $1.92B
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.12)
  • $118.12 P/E (TTM): 58.68X Cap: $764M
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• US High Interest Savings Account Fund (HISU.U $100.04)
  • $100.04 Cap: $590M
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• Global X USD High Interest Savings ETF (UCSH.U $49.96)
  • $49.96 P/E (TTM): 58.68X Cap: $377M
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Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again

Upvote 6

Read Answer Asked by TOM on April 23, 2024

• Star Group L.P. (SGU $12.85)
  • $12.85 P/E (TTM): 6.79X Cap: $422M
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Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?

Upvote 1

Read Answer Asked by David on April 23, 2024

• CMS Energy Corporation (CMS $78.07)
  • $78.07 P/E (TTM): 21.61X Cap: $23.46B
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• Atmos Energy Corporation (ATO $186.79)
  • $186.79 P/E (TTM): 23.69X Cap: $30.11B
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• Otter Tail Corporation (OTTR $85.10)
  • $85.10 P/E (TTM): 13.03X Cap: $3.57B
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• Star Group L.P. (SGU $12.85)
  • $12.85 P/E (TTM): 6.79X Cap: $422M
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Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.

Upvote 1

Read Answer Asked by Thomas on April 23, 2024

• Nucor Corporation (NUE $176.88)
  • $176.88 P/E (TTM): 24.94X Cap: $40.93B
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Q: How were the results and guidance ? Thank you.

Upvote 1

Read Answer Asked by Paul on April 23, 2024

• Canoe EIT Income Fund (EIT.UN $17.19)
  • $17.19 P/E (TTM): 17.26X Cap: $2.72B
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• Blue Ribbon Income Fund (RBN.UN $8.72)
  • $8.72 P/E (TTM): 18.04X Cap: $79M
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Q: As a retired income investment, I have enjoyed the steady increase in the value of these funds over the last years as well as a good dividend. In fact they tended to stay steady every time the market dipped. Until lately. Both have seen daily drops unseen before. Has anything changed or is it the general skittish market right now.

Upvote 3

Read Answer Asked by Don on April 23, 2024

• Kirkland Lake Discoveries Corp. (KLDC $0.24)
  • $0.24 Cap: $27M
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Q: Any thoughts on Kirkland Lake Discovery Corp?

Upvote 1

Read Answer Asked by Gregory on April 23, 2024

• Greenlane Renewables Inc. (GRN $0.24)
  • $0.24 P/E (TTM): 22.5X Cap: $37M
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Q: Could you please provide your outlook on this name? I lost 95% on this one in my TFSA, any chance this name may rebounds?

thank you,

Upvote 1

Read Answer Asked by Kate on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $117.54)
  • $117.54 Cap: $1.92B
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Q: I really appreciated your explanation made today on this ETF.
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot

Upvote 5

Read Answer Asked by TOM on April 23, 2024

• BMO Equal Weight REITs Index ETF (ZRE $23.46)
  • $23.46 P/E (TTM): 25.68X Cap: $615M
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• BMO Equal Weight Utilities Index ETF (ZUT $28.04)
  • $28.04 P/E (TTM): 17.8X Cap: $839M
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• BMO Equal Weight Banks Index ETF (ZEB $61.51)
  • $61.51 P/E (TTM): 15.15X Cap: $4.97B
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• BMO Equal Weight Industrials Index ETF (ZIN $54.69)
  • $54.69 P/E (TTM): 18.5X Cap: $50M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $94.67)
  • $94.67 P/E (TTM): 14.25X Cap: $277M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.91)
  • $54.91 P/E (TTM): 18.27X Cap: $26.91B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $42.42)
  • $42.42 P/E (TTM): 19.95X Cap: $1.61B
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Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $14.11)
  • $14.11 P/E (TTM): 25.32X Cap: $10.77B
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• Kraken Robotics Inc. (PNG $8.50)
  • $8.50 P/E (TTM): 133.83X Cap: $2.60B
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Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $201.13)
  • $201.13 P/E (TTM): 42.93X Cap: $80.42B
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• Mettler-Toledo International Inc. (MTD $1,366.69)
  • $1,366.69 P/E (TTM): 33.07X Cap: $27.77B
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $43.55)
  • $43.55 Cap: $4.26B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.33B
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Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $200.82)
  • $200.82 P/E (TTM): 41.55X Cap: $54.98B
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• Gildan Activewear Inc. (GIL $92.97)
  • $92.97 P/E (TTM): 22.88X Cap: $17.21B
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• Restaurant Brands International Inc. (QSR $97.86)
  • $97.86 P/E (TTM): 24.12X Cap: $44.60B
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• Metro Inc. (MRU $97.19)
  • $97.19 P/E (TTM): 28.69X Cap: $20.71B
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• WSP Global Inc. (WSP $231.07)
  • $231.07 P/E (TTM): 32.34X Cap: $31.15B
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• Chartwell Retirement Residences (CSH.UN $22.22)
  • $22.22 P/E (TTM): 101.05X Cap: $7.07B
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• TFI International Inc. (TFII $162.97)
  • $162.97 P/E (TTM): 40.73X Cap: $13.38B
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• BRP Inc. Subordinate Voting Shares (DOO $100.01)
  • $100.01 Cap: $7.33B
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• Alimentation Couche-Tard Inc. (ATD $82.78)
  • $82.78 P/E (TTM): 22.84X Cap: $76.63B
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• Premium Brands Holdings Corporation (PBH $106.01)
  • $106.01 P/E (TTM): 72.19X Cap: $4.73B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.33B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $120.78)
  • $120.78 Cap: $13.94B
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• Vitalhub Corp. (VHI $8.18)
  • $8.18 P/E (TTM): 154.31X Cap: $516M
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• WELL Health Technologies Corp. (WELL $4.20)
  • $4.20 Cap: $1.06B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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• Boyd Group Services Inc. (BYD $238.09)
  • $238.09 P/E (TTM): 234.31X Cap: $6.62B
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $44.63)
  • $44.63 P/E (TTM): 1196.75X Cap: $18.73B
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• Matterport Inc. (MTTR)
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Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.85)
  • $8.85 P/E (TTM): 9.1X Cap: $79M
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Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $89.40)
  • $89.40 P/E (TTM): 22.12X Cap: $49.51B
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• Intact Financial Corporation (IFC $263.35)
  • $263.35 P/E (TTM): 18.73X Cap: $46.76B
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Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $200.82)
  • $200.82 P/E (TTM): 41.55X Cap: $54.98B
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• Premium Brands Holdings Corporation (PBH $106.01)
  • $106.01 P/E (TTM): 72.19X Cap: $4.73B
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Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.74)
  • $37.74 P/E (TTM): 29.83X Cap: $5.80B
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• Stantec Inc. (STN $126.30)
  • $126.30 P/E (TTM): 28.41X Cap: $14.40B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $16.90)
  • $16.90 P/E (TTM): 8.14X Cap: $2.09B
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• North American Construction Group Ltd. (NOA $22.84)
  • $22.84 P/E (TTM): 17.82X Cap: $672M
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• Taiga Building Products Ltd. (TBL $3.75)
  • $3.75 P/E (TTM): 8.51X Cap: $404M
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Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024