Investment Q&A

• CME Group Inc. (CME $268.71)
  • $268.71 P/E (TTM): 26.45X Cap: $98.70B
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• Nasdaq Inc. (NDAQ $95.37)
  • $95.37 P/E (TTM): 33.07X Cap: $53.50B
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• Visa Inc. (V $345.23)
  • $345.23 P/E (TTM): 34.01X Cap: $663.23B
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• Royal Bank of Canada (RY $231.12)
  • $231.12 P/E (TTM): 15.87X Cap: $319.05B
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• Toronto-Dominion Bank (The) (TD $127.86)
  • $127.86 P/E (TTM): 10.78X Cap: $214.73B
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• Bank of Nova Scotia (The) (BNS $99.55)
  • $99.55 P/E (TTM): 24.62X Cap: $122.30B
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• Bank of Montreal (BMO $177.66)
  • $177.66 P/E (TTM): 14.79X Cap: $125.49B
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• Manulife Financial Corporation (MFC $49.64)
  • $49.64 P/E (TTM): 15.53X Cap: $82.73B
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• Power Corporation of Canada Subordinate Voting Shares (POW $72.68)
  • $72.68 P/E (TTM): 15.38X Cap: $45.93B
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• Cboe Global Markets Inc. (CBOE $250.08)
  • $250.08 P/E (TTM): 26.77X Cap: $26.39B
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• Tradeweb Markets Inc. (TW $103.81)
  • $103.81 P/E (TTM): 35.56X Cap: $25.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.28)
  • $62.28 P/E (TTM): 89.91X Cap: $137.75B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.66)
  • $72.66 P/E (TTM): 32.99X Cap: $114.81B
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Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you

Upvote 6

Read Answer Asked by DAVID on March 19, 2024

Q: Macro Markets Models
What is the estimated time frame for the Macro markets values turn to negative or positive from historical perspective?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on March 18, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.35)
  • $163.35 P/E (TTM): 25.45X Cap: $1.95B
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• Tantalus Systems Holding Inc. (GRID $4.60)
  • $4.60 Cap: $235M
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Q: Hi

Two questions

.1. Is there any chance of HPS.A being bought out?

2. Jason Donville mentioned on BNN that he sold HPS.A, but owns GRID for the long
term. What is your thinking of this stock?

Thank you and have a nice week.

Mike

Upvote 5

Read Answer Asked by Mike on March 18, 2024

• Dollarama Inc. (DOL $201.46)
  • $201.46 P/E (TTM): 42.32X Cap: $54.77B
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• WSP Global Inc. (WSP $244.84)
  • $244.84 P/E (TTM): 36.71X Cap: $31.82B
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• Toromont Industries Ltd. (TIH $158.87)
  • $158.87 P/E (TTM): 27.76X Cap: $12.89B
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• ATS Corporation (ATS $38.23)
  • $38.23 Cap: $3.60B
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• Kinaxis Inc. (KXS $176.51)
  • $176.51 P/E (TTM): 105.86X Cap: $4.92B
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Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Thank you.

Howard

Upvote 12

Read Answer Asked by Howard on March 18, 2024

• Ulta Beauty Inc. (ULTA $593.17)
  • $593.17 P/E (TTM): 22.62X Cap: $25.99B
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Q: Thoughts on ULTAs recent quarter?

Upvote 2

Read Answer Asked by David on March 18, 2024

• Evertz Technologies Limited (ET $13.70)
  • $13.70 P/E (TTM): 17.48X Cap: $1.10B
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Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Upvote 5

Read Answer Asked by Robert on March 18, 2024

Q: can you tell me where i could find out where the canada pension fund, omers, and teachers fund invest in equities. are they up to date?

Upvote 1

Read Answer Asked by hans on March 18, 2024

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
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Q: May I please have your insight into the recent news regarding Glencore purchasing $75,000,000 worth of convertible notes in Li-cycle holdings.
Does this make you any more interested in the stock or is it still too early as an investment?
Thanks!

Upvote 1

Read Answer Asked by Brian on March 18, 2024

• The Boeing Company (BA $208.56)
  • $208.56 Cap: $156.83B
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Q: Seems like every Airline Issue names Boeing as the problem . With Travel demand ageing fleets and only 2 Airline Companies is there opportunity here ?

Many Thanks

Greg

Upvote 2

Read Answer Asked by Greg on March 18, 2024

• Miscellaneous (MISC)
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Q: Hello Peter,

With the bitcoin halving, the operating profits decrease for the miners but the price of the product increases. As well, the asset value of their inventory increases.
Smaller miners get squeezed out? Sell the smaller miners or wait for them to be bought out at a premium ?
In what proportion would you invest in bitcoin etf and bitcoin miners?
Would you suggest holding a full position in bitcoin and the miners?
Too many questions but I look forward to you helping me sort it out.
Regards
Rajiv

Upvote 2

Read Answer Asked by Rajiv on March 18, 2024

• Eli Lilly and Company (LLY $1,065.37)
  • $1,065.37 P/E (TTM): 51.58X Cap: $984.89B
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Q: Hi 5i team,
Can you please help me understand the difference between LLY on the NYSE and LLY on CBOE Canada. The stock price difference is like $28 v $748 which makes me think that I am not looking at the same company. Please enlighten me!

Thanks for your assistance,
Paula

Upvote 1

Read Answer Asked by Paula on March 18, 2024

• NexGen Energy Ltd. (NXE $11.59)
  • $11.59 Cap: $7.39B
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• Cameco Corporation (CCO $120.05)
  • $120.05 P/E (TTM): 98.95X Cap: $50.95B
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Q: What are your thoughts on the demand and price of uranium going forward?
If positive how would you suggest that I might invest for a 10 year hold in a registered acct?

Upvote 4

Read Answer Asked by Tim on March 18, 2024

Q: Wednesday morning cibc investors Edge was plagued with issues. The app was spitting out system errors.

Any one else have issues? Sadly on one of my trades I chose the wrong currency with all the errors on my screen, hard to keep everything straight.

Called cibc. They verified system issues, though they had less sympathy for my mistake while their system was coughing up furballs.

Are their any online brokers that are bullet proof ?

Upvote 1

Read Answer Asked by Mark on March 18, 2024

• Microsoft Corporation (MSFT $486.34)
  • $486.34 P/E (TTM): 33.88X Cap: $3.53T
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• NVIDIA Corporation (NVDA $174.93)
  • $174.93 P/E (TTM): 44.1X Cap: $4.15T
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• Constellation Software Inc. (CSU $3,318.37)
  • $3,318.37 P/E (TTM): 75.35X Cap: $70.24B
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• Descartes Systems Group Inc. (The) (DSG $123.73)
  • $123.73 P/E (TTM): 53.56X Cap: $10.54B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.66)
  • $229.66 P/E (TTM): 142.92X Cap: $290.21B
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• Elastic N.V. (ESTC $77.32)
  • $77.32 Cap: $7.85B
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• CrowdStrike Holdings Inc. (CRWD $479.68)
  • $479.68 Cap: $118.49B
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• Docebo Inc. (DCBO $30.06)
  • $30.06 P/E (TTM): 29.79X Cap: $860M
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• Shift4 Payments Inc. Class A (FOUR $65.42)
  • $65.42 P/E (TTM): 30.81X Cap: $5.71B
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• Lumine Group Inc. (LMN $26.71)
  • $26.71 P/E (TTM): 102.78X Cap: $6.74B
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• Nextpower Inc. (NXT $87.99)
  • $87.99 P/E (TTM): 22.86X Cap: $12.73B
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Amazon.com Inc. (AMZN $226.67)
  • $226.67 P/E (TTM): 31.44X Cap: $2.36T
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• Booking Holdings Inc. (BKNG $5,365.97)
  • $5,365.97 P/E (TTM): 35.42X Cap: $172.16B
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• Alimentation Couche-Tard Inc. (ATD $73.98)
  • $73.98 P/E (TTM): 19.22X Cap: $67.10B
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• Ulta Beauty Inc. (ULTA $593.17)
  • $593.17 P/E (TTM): 22.62X Cap: $25.99B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $114.65)
  • $114.65 P/E (TTM): 47.43X Cap: $12.71B
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• Crocs Inc. (CROX $89.62)
  • $89.62 P/E (TTM): 29.85X Cap: $4.65B
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• Boyd Group Services Inc. (BYD $223.04)
  • $223.04 P/E (TTM): 218.93X Cap: $6.15B
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Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024

• Metro Inc. (MRU $99.91)
  • $99.91 P/E (TTM): 21.5X Cap: $21.27B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $47.52)
  • $47.52 P/E (TTM): 15.83X Cap: $10.93B
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• North West Company Inc. (The) (NWC $49.72)
  • $49.72 P/E (TTM): 16.73X Cap: $2.34B
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Q: Empire is hitting new 52 week lows, is it a buy at here levels? Would you recommend this as buy for a consumer staple holding?

DON

Upvote 4

Read Answer Asked by Donald on March 18, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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Q: Peter; Not sure if you’re aware that PKI is running an ad here (BC) asking for bids on 157 of their convenience/gas stores across Canada. Maybe ATD is weak because they’re planning a bid and might need to raise money.
Rod

Upvote 5

Read Answer Asked by Rodney on March 18, 2024

• BRP Inc. Subordinate Voting Shares (DOO $99.30)
  • $99.30 Cap: $7.62B
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Q: DOO is down 18% in my portfolio. I expect(ed?) to hold it for 6-8 years. I am considering increasing position size (portfolio decision). How does 5i view such a move?
Thank you

Upvote 2

Read Answer Asked by Trevor on March 18, 2024

• McCoy Global Inc. (MCB $2.70)
  • $2.70 P/E (TTM): 10.82X Cap: $72M
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Q: comments please on MCB recent earnings and dividend increase.
thank you

Upvote 1

Read Answer Asked by Howard on March 18, 2024

• iShares MSCI Europe IMI Index ETF (XEU $37.24)
  • $37.24 P/E (TTM): 25.92X Cap: $599M
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• SPDR EURO Stoxx 50 ETF (FEZ $64.33)
  • $64.33 P/E (TTM): 58.94X Cap: $4.86B
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Q: Hi Team,
I am looking to invest in Europe for the first time in a few years. I have held XEU and FEZ. The biggest difference between them seems to be that FEZ includes only 50 large stocks (ASML is 10%) and excludes the UK. Over the last 6 months, XEU has begun to outpace FEZ. Which one do you prefer for a new position? Or would you suggest splitting the investment into both?

Upvote 2

Read Answer Asked by Ken on March 18, 2024