Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $22.56)
  • $22.56 P/E (TTM): 19.26X Cap: $598M
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• BMO Equal Weight Utilities Index ETF (ZUT $25.52)
  • $25.52 P/E (TTM): 17.76X Cap: $815M
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• BMO Equal Weight Banks Index ETF (ZEB $52.22)
  • $52.22 P/E (TTM): 11.56X Cap: $4.45B
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• BMO Equal Weight Industrials Index ETF (ZIN $47.24)
  • $47.24 Cap: $43M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $80.07)
  • $80.07 P/E (TTM): 6.46X Cap: $233M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.76)
  • $47.76 Cap: $19.51B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $40.33)
  • $40.33 P/E (TTM): 21.92X Cap: $1.39B
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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 $12.25)
  • $12.25 P/E (TTM): 85.44X Cap: $9.29B
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• Kraken Robotics Inc. (PNG $4.69)
  • $4.69 P/E (TTM): 75.67X Cap: $1.40B
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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 $202.84)
  • $202.84 P/E (TTM): 46.65X Cap: $82.06B
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• Mettler-Toledo International Inc. (MTD $1,288.15)
  • $1,288.15 P/E (TTM): 31.13X Cap: $26.56B
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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 $36.52)
  • $36.52 Cap: $3.59B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.82)
  • $123.82 P/E (TTM): 18.51X Cap: $1.49B
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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 $182.09)
  • $182.09 P/E (TTM): 40.61X Cap: $50.24B
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• Gildan Activewear Inc. (GIL $82.16)
  • $82.16 P/E (TTM): 18.51X Cap: $12.34B
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• Restaurant Brands International Inc. (QSR $93.39)
  • $93.39 P/E (TTM): 24.3X Cap: $40.61B
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• Metro Inc. (MRU $93.06)
  • $93.06 P/E (TTM): 20.23X Cap: $20.29B
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• WSP Global Inc. (WSP $274.26)
  • $274.26 P/E (TTM): 44.5X Cap: $35.85B
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• Chartwell Retirement Residences (CSH.UN $20.30)
  • $20.30 P/E (TTM): 91.73X Cap: $5.90B
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• TFI International Inc. (TFII $125.21)
  • $125.21 P/E (TTM): 20.45X Cap: $10.28B
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• BRP Inc. Subordinate Voting Shares (DOO $90.78)
  • $90.78 Cap: $6.53B
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• Alimentation Couche-Tard Inc. (ATD $74.37)
  • $74.37 P/E (TTM): 19.8X Cap: $70.21B
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• Premium Brands Holdings Corporation (PBH $93.91)
  • $93.91 P/E (TTM): 44.93X Cap: $4.18B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.82)
  • $123.82 P/E (TTM): 18.51X Cap: $1.49B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $82.03)
  • $82.03 P/E (TTM): 42.3X Cap: $9.35B
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• Vitalhub Corp. (VHI $10.94)
  • $10.94 P/E (TTM): 130.47X Cap: $621M
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• WELL Health Technologies Corp. (WELL $5.33)
  • $5.33 Cap: $1.34B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.70)
  • $52.70 P/E (TTM): 30.86X Cap: $2.05B
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• Boyd Group Services Inc. (BYD $231.60)
  • $231.60 P/E (TTM): 458.53X Cap: $4.98B
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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 $83.82)
  • $83.82 P/E (TTM): 341.58X Cap: $35.36B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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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 $8.82)
  • $8.82 P/E (TTM): 6.87X 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 $83.81)
  • $83.81 P/E (TTM): 15.28X Cap: $47.69B
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• Intact Financial Corporation (IFC $267.37)
  • $267.37 P/E (TTM): 21.89X Cap: $47.60B
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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 $182.09)
  • $182.09 P/E (TTM): 40.61X Cap: $50.24B
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• Premium Brands Holdings Corporation (PBH $93.91)
  • $93.91 P/E (TTM): 44.93X Cap: $4.18B
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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 $40.32)
  • $40.32 P/E (TTM): 81.4X Cap: $6.41B
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• Stantec Inc. (STN $152.18)
  • $152.18 P/E (TTM): 39.5X Cap: $17.32B
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• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.08)
  • $18.08 P/E (TTM): 4.18X Cap: $2.23B
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• North American Construction Group Ltd. (NOA $19.95)
  • $19.95 P/E (TTM): 17.04X Cap: $613M
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• Taiga Building Products Ltd. (TBL $3.52)
  • $3.52 P/E (TTM): 8.71X Cap: $379M
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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

• CoStar Group Inc. (CSGP $83.82)
  • $83.82 P/E (TTM): 341.58X Cap: $35.36B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• Miscellaneous (MISC)
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Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

Upvote 19

Read Answer Asked by Tamara on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.82)
  • $123.82 P/E (TTM): 18.51X Cap: $1.49B
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Q: Peter and Staff

Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis

Upvote 10

Read Answer Asked by Dennis on April 23, 2024

• MINISO Group Holding Limited American Depositary Shares each representing four (MNSO $21.83)
  • $21.83 P/E (TTM): 19.07X Cap: $6.95B
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Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!

Upvote 1

Read Answer Asked by Josh on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.82)
  • $123.82 P/E (TTM): 18.51X Cap: $1.49B
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• Propel Holdings Inc. (PRL $28.53)
  • $28.53 P/E (TTM): 14.25X Cap: $1.13B
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Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane

Upvote 20

Read Answer Asked by Shane on April 23, 2024

• Dividend 15 Split Corp. Class A Shares (DFN $6.79)
  • $6.79 P/E (TTM): 11.98X Cap: $812M
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Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?

Upvote 1

Read Answer Asked by kenneth on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.49)
  • $116.49 Cap: $1.90B
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Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Upvote 3

Read Answer Asked by Dennis on April 22, 2024

• ASML Holding N.V. (ASML $1,028.73)
  • $1,028.73 P/E (TTM): 42.88X Cap: $394.56B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $287.55)
  • $287.55 P/E (TTM): 37.91X Cap: $1.49T
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Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV $294.79)
  • $294.79 P/E (TTM): 61.3X Cap: $48.06B
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Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD $339.27)
  • $339.27 P/E (TTM): 22.9X Cap: $91.65B
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• GE Aerospace (GE $298.47)
  • $298.47 P/E (TTM): 41.96X Cap: $319.06B
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• Lockheed Martin Corporation (LMT $499.58)
  • $499.58 P/E (TTM): 28.03X Cap: $116.49B
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• Northrop Grumman Corporation (NOC $604.65)
  • $604.65 P/E (TTM): 22.46X Cap: $86.68B
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• Franco-Nevada Corporation (FNV $296.78)
  • $296.78 P/E (TTM): 55.01X Cap: $59.72B
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• Tourmaline Oil Corp. (TOU $60.58)
  • $60.58 P/E (TTM): 15.01X Cap: $22.96B
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• Barrick Mining Corporation (ABX $45.92)
  • $45.92 P/E (TTM): 20.78X Cap: $80.18B
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• AeroVironment Inc. (AVAV $359.28)
  • $359.28 Cap: $17.28B
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• Texas Pacific Land Corporation (TPL $965.00)
  • $965.00 P/E (TTM): 46.54X Cap: $22.02B
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• RTX Corporation (RTX $166.22)
  • $166.22 P/E (TTM): 36.78X Cap: $223.80B
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Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024