Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.05)
  • $99.05 P/E (TTM): 13.18X Cap: $21.19B
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• Constellation Software Inc. (CSU $2,585.00)
  • $2,585.00 P/E (TTM): 76.65X Cap: $54.30B
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• Intact Financial Corporation (IFC $259.86)
  • $259.86 P/E (TTM): 13.93X Cap: $46B
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.14)
  • $54.14 P/E (TTM): 77.5X Cap: $120.35B
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• Lumine Group Inc. (LMN $24.31)
  • $24.31 P/E (TTM): 97.04X Cap: $6.33B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• iShares Core Equity ETF Portfolio (XEQT $40.58)
  • $40.58 P/E (TTM): 13.01X Cap: $14.78B
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Q: Could I please have your opinion on Mawer global .cf. in a tfsa. Thanks

Upvote 2

Read Answer Asked by Joseph on May 01, 2024

• Sunrun Inc. (RUN $13.00)
  • $13.00 Cap: $2.99B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $197.44)
  • $197.44 P/E (TTM): 72.98X Cap: $320.50B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

Q: Hello 5i Team

Further to David's question on April 30 regarding dividend stocks - a suggested site is:

dividendgrowthinvestingandretirement.com

The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.

Upvote 8

Read Answer Asked by Stephen on May 01, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $7.70)
  • $7.70 P/E (TTM): 16.75X Cap: $6M
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Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar

Upvote 1

Read Answer Asked by auftar on May 01, 2024

• Microsoft Corporation (MSFT $399.04)
  • $399.04 P/E (TTM): 24.74X Cap: $2.96T
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• Brookfield Renewable Partners L.P. (BEP.UN $42.15)
  • $42.15 Cap: $28.52B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.00)
  • $61.00 P/E (TTM): 28.87X Cap: $97.94B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $4.33)
  • $4.33 Cap: $1.05B
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Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Upvote 6

Read Answer Asked by Charles on May 01, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.31)
  • $37.31 P/E (TTM): 6.89X Cap: $4.84B
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Q: Hi.
Looking to replace RBC 2025 retirement portfolio fund with an ETF in my RRSP. what do you suggest? I won't need the money for 8 or more years.

Thanks.

Upvote 1

Read Answer Asked by Lynn on May 01, 2024

• Lemonade Inc. (LMND $66.06)
  • $66.06 Cap: $4.41B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $197.44)
  • $197.44 P/E (TTM): 72.98X Cap: $320.50B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $164.01)
  • $164.01 P/E (TTM): 26.01X Cap: $27.86B
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• Vanguard Information Technology ETF (VGT $728.47)
  • $728.47 P/E (TTM): 36.76X Cap: $111.01B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $32.19)
  • $32.19 P/E (TTM): 22.61X Cap: $19.08B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• Constellation Software Inc. (CSU $2,585.00)
  • $2,585.00 P/E (TTM): 76.65X Cap: $54.30B
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• WSP Global Inc. (WSP $226.18)
  • $226.18 P/E (TTM): 29.81X Cap: $30.38B
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Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria

Upvote 4

Read Answer Asked by JR on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $190.07)
  • $190.07 P/E (TTM): 27.13X Cap: $2.18B
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Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Upvote 10

Read Answer Asked by Rick on May 01, 2024

• CVS Health Corporation (CVS $76.13)
  • $76.13 P/E (TTM): 55.17X Cap: $96.48B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.05)
  • $99.05 P/E (TTM): 13.18X Cap: $21.19B
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 7

Read Answer Asked by Lai Kuen on May 01, 2024

• Booking Holdings Inc. (BKNG $4,441.43)
  • $4,441.43 P/E (TTM): 25.53X Cap: $135.97B
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• Starbucks Corporation (SBUX $98.35)
  • $98.35 P/E (TTM): 82.63X Cap: $111.44B
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• lululemon athletica inc. (LULU $162.27)
  • $162.27 P/E (TTM): 10.98X Cap: $17.94B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• BCE Inc. (BCE $35.94)
  • $35.94 P/E (TTM): 5.27X Cap: $33.03B
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• TELUS Corporation (T $18.41)
  • $18.41 P/E (TTM): 25.01X Cap: $28.55B
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Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Upvote 7

Read Answer Asked by Ted on May 01, 2024

• Cameco Corporation (CCO $153.49)
  • $153.49 P/E (TTM): 122.47X Cap: $65.71B
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Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Upvote 1

Read Answer Asked by Brad on May 01, 2024