Investment Q&A

• Archer-Daniels-Midland Company (ADM $60.66)
  • $60.66 P/E (TTM): 26.2X Cap: $29.15B
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Q: Could I have your thoughts on Archer-Daniels-Midland and if you would consider current levels to be an acceptable entry point .
Thanks

Upvote 2

Read Answer Asked by William on September 28, 2023

• EssilorLuxottica (ESLOF $374.00)
  • $374.00 P/E (TTM): 37.8X Cap: $163.89B
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Q: A bit outside your main area of expertise, but can I have your thoughts on Essilor Luxotticca. Would you buy ESLOF or ESLOY? The former seems to trade on higher volume.

Upvote 1

Read Answer Asked by Christian on September 28, 2023

• BCE Inc. (BCE $32.23)
  • $32.23 P/E (TTM): 71.28X Cap: $30.16B
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• Enbridge Inc. (ENB $65.61)
  • $65.61 P/E (TTM): 22.89X Cap: $143.31B
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Q: Hi Peter & team: Long time member- Great service - Thank You!
With regards to Hans' question about Brian Acker's views on Market call- I took it as more of an issue about when cash dividends in $ paid out per share are greater than EPS. Brian used BCE and ENB as examples of an early sign of trouble and one should avoid such situations. You have handled this in the past (very well) Can you provide us a refresher on the opposing view ? If I remember correctly the net is basically "dividends out greater than EPS is OK, but not forever " Thanks in advance.

Upvote 0

Read Answer Asked by Grant on September 28, 2023

• Enbridge Inc. (ENB $65.61)
  • $65.61 P/E (TTM): 22.89X Cap: $143.31B
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• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 17.22X Cap: $73.39B
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Q: TRP or ENB and why?

Upvote 1

Read Answer Asked by Brett on September 28, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.31)
  • $78.31 P/E (TTM): 17.11X Cap: $13.30B
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• BRP Inc. Subordinate Voting Shares (DOO $87.90)
  • $87.90 Cap: $6.53B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.33)
  • $242.33 P/E (TTM): 100.1X Cap: $315.68B
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• Topicus.com Inc. (TOI $138.29)
  • $138.29 P/E (TTM): 66.39X Cap: $11.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.43)
  • $64.43 P/E (TTM): 107.73X Cap: $143.65B
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Q: I've got 20K to invest in some growth. How do you feel about splitting the funds between these two companies?

Upvote 1

Read Answer Asked by Brett on September 28, 2023

• Canadian Pacific Kansas City Limited (CP $101.46)
  • $101.46 P/E (TTM): 22.71X Cap: $91.55B
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• Constellation Software Inc. (CSU $3,673.00)
  • $3,673.00 P/E (TTM): 84.2X Cap: $76.01B
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• Descartes Systems Group Inc. (The) (DSG $123.52)
  • $123.52 P/E (TTM): 52.83X Cap: $10.75B
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• Thomson Reuters Corporation (TRI $214.53)
  • $214.53 P/E (TTM): 42.14X Cap: $97.42B
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• BMO Canadian Dividend ETF (ZDV $25.93)
  • $25.93 P/E (TTM): 13.42X Cap: $1.30B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.66)
  • $39.66 P/E (TTM): 14.83X Cap: $1.03B
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• Vanguard Balanced ETF Portfolio (VBAL $37.03)
  • $37.03 P/E (TTM): 1.06X Cap: $4.16B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.43)
  • $64.43 P/E (TTM): 107.73X Cap: $143.65B
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Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you

Upvote 0

Read Answer Asked by Harry on September 28, 2023

• RTX Corporation (RTX $178.01)
  • $178.01 P/E (TTM): 38.76X Cap: $237.48B
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Q: Hi Guys.

Looking to buy Raytheon on the setback but would prefer to buy the CDN Canadian Depository Receipt version. I just wonder if the CDR is too thinly traded to be "safe".

I own the CDR of Alphabet but it trades thousands of shares each day. The CDR of RTX sometimes trades no shares in a day so I don't even know where my bid should be to match the US version.

Are my fears real and any strategy to use to buy the CDN CDR or should I just but it on the NYSE?

Thanks so much

Stuart

Upvote 0

Read Answer Asked by Stuart on September 28, 2023

• Decisive Dividend Corporation (DE $7.80)
  • $7.80 P/E (TTM): 31.32X Cap: $155M
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Q: What can you tell me about this company including trading symbol: can't seem to find? Holding of DKAM & a recommendation.
Thanks,
JP

Upvote 0

Read Answer Asked by James on September 28, 2023

Q: Hi

This is a video 5i members may find interesting and helpful concerning the market.



https://www.youtube.com/watch?v=PH21P_4NUcA

Upvote 0

Read Answer Asked by Mike on September 28, 2023

• RBC Canadian Preferred Share ETF (RPF $24.00)
  • $24.00 P/E (TTM): 8.3X Cap: $614M
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Q: Goood Morning.
I beleieve peferred shares have been sliding into an interesting buying oportunity. I would like to find and etf or mutual fund that is mostly in the rate reset category. I know of CPD.CA but I believe this one is mostly regular preferreds. Any ideas?
Thank you.

Upvote 0

Read Answer Asked by francois on September 28, 2023

Q: Brian Acker was on Market Call on September 26. He was asked about some high dividend payers such as BCE and ENB. He said that these high dividends reduce the book value of these stocks, so that in effect one is not really getting a true high yield.
Can you explain this or have a comment?
Thank you, Cheers

Upvote 0

Read Answer Asked by Hans on September 28, 2023

• Bank of Nova Scotia (The) (BNS $91.88)
  • $91.88 P/E (TTM): 17.52X Cap: $114.05B
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• BCE Inc. (BCE $32.23)
  • $32.23 P/E (TTM): 71.28X Cap: $30.16B
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• Enbridge Inc. (ENB $65.61)
  • $65.61 P/E (TTM): 22.89X Cap: $143.31B
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• Sun Life Financial Inc. (SLF $85.29)
  • $85.29 P/E (TTM): 15.74X Cap: $48.58B
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• TELUS Corporation (T $20.56)
  • $20.56 P/E (TTM): 32.14X Cap: $31.65B
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• Fortis Inc. (FTS $70.56)
  • $70.56 P/E (TTM): 20.59X Cap: $35.58B
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• Pembina Pipeline Corporation (PPL $53.16)
  • $53.16 P/E (TTM): 17.67X Cap: $30.63B
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• Capital Power Corporation (CPX $70.85)
  • $70.85 P/E (TTM): 22.08X Cap: $10.92B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.26)
  • $60.26 Cap: $22.25B
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Q: Hi Peter and 5i,
Would you please rank the companies for the sustainability of their dividend going forward?
Would you also rank them in the order that you would purchase for yield and dividend?
Thanks so much for your input.

Upvote 0

Read Answer Asked by Dennis on September 28, 2023

• Boardwalk Real Estate Investment Trust (BEI.UN $64.94)
  • $64.94 P/E (TTM): 9.97X Cap: $3.42B
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Q: Is this a good time to add to this for a registered account to get to 5% position on a long term hold?

Upvote 0

Read Answer Asked by Tim on September 28, 2023

• Apple Inc. (AAPL $271.89)
  • $271.89 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $247.61)
  • $247.61 P/E (TTM): 35.11X Cap: $2.37T
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• Costco Wholesale Corporation (COST $910.32)
  • $910.32 P/E (TTM): 65.5X Cap: $407.80B
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• Alphabet Inc. (GOOGL $279.89)
  • $279.89 P/E (TTM): 29.27X Cap: $3.40T
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• Intel Corporation (INTC $40.00)
  • $40.00 Cap: $175.78B
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• Microsoft Corporation (MSFT $516.95)
  • $516.95 P/E (TTM): 39.7X Cap: $3.90T
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• NVIDIA Corporation (NVDA $204.14)
  • $204.14 P/E (TTM): 58.99X Cap: $4.93T
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• McDonald's Corporation (MCD $298.72)
  • $298.72 P/E (TTM): 25.91X Cap: $215.81B
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• Visa Inc. (V $340.56)
  • $340.56 P/E (TTM): 33.33X Cap: $669.33B
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• Walmart Inc. (WMT $100.96)
  • $100.96 P/E (TTM): 38.52X Cap: $815.06B
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• Constellation Software Inc. (CSU $3,673.00)
  • $3,673.00 P/E (TTM): 84.2X Cap: $76.01B
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• Tourmaline Oil Corp. (TOU $61.56)
  • $61.56 P/E (TTM): 15.05X Cap: $22.62B
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• WSP Global Inc. (WSP $268.81)
  • $268.81 P/E (TTM): 44.27X Cap: $35.53B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.33)
  • $242.33 P/E (TTM): 100.1X Cap: $315.68B
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• Tesla Inc. (TSLA $453.12)
  • $453.12 P/E (TTM): 266.77X Cap: $1.46T
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• Advanced Micro Devices Inc. (AMD $256.32)
  • $256.32 P/E (TTM): 152.62X Cap: $413.56B
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• Sprott Physical Gold Trust (PHYS $42.45)
  • $42.45 P/E (TTM): 24.9X Cap: $17.18B
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• Baytex Energy Corp (BTE $2.40)
  • $2.40 P/E (TTM): 6.91X Cap: $1.74B
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• Boyd Group Services Inc. (BYD $223.80)
  • $223.80 P/E (TTM): 400.79X Cap: $4.75B
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• Topicus.com Inc. (TOI $138.29)
  • $138.29 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $32.65)
  • $32.65 P/E (TTM): 124.27X Cap: $8.48B
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Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision

Upvote 1

Read Answer Asked by Terence on September 28, 2023

• Stryker Corporation (SYK $358.23)
  • $358.23 P/E (TTM): 48.95X Cap: $141.06B
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Q: What’s going on with Stryker, it’s on a significant downward trend?

Upvote 0

Read Answer Asked by Lois on September 27, 2023

• Cipher Pharmaceuticals Inc. (CPH $14.72)
  • $14.72 P/E (TTM): 22.12X Cap: $362M
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Q: Can you give me an update on this stock and whether you would hold.It has come up nice lately

Upvote 0

Read Answer Asked by Don on September 27, 2023

• iShares Core Canadian Corporate Bond Index ETF (XCB $20.45)
  • $20.45 Cap: $2.55B
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• Vanguard Canadian Corporate Bond Index ETF (VCB $24.63)
  • $24.63 P/E (TTM): 13.21X Cap: $463M
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Q: Good morning, Is it a good time to invest in US corporate bonds? What would you recommend to get through these turbulent times in the market?

Upvote 0

Read Answer Asked by Susan on September 27, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hello,
Would you be a buyer of NBLY at these levels for a 5-10 year hold. We are down 50% on our initial investment but I feel this company is just out of favour and fundamentals are solid.
I would appreciate your view
Thank you

Upvote 0

Read Answer Asked by Josette on September 27, 2023

• Klaviyo Inc. Series A (KVYO $25.75)
  • $25.75 Cap: $7.61B
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Q: Klaviyo Inc
NYSE: KVYO

What's your opinion on this company? Another boom & bust?

Thank you.

Upvote 0

Read Answer Asked by Ross on September 27, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $97.47)
  • $97.47 P/E (TTM): 41.02X Cap: $11.01B
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Q: Thoughts before they report tomorrow? I know high inventory was an issue but I understand that they do an annual "warehouse sale" in August... should the presumed decrease in inventory overcome the haircut they'll take on the sales in terms of market reaction?

I'm asking you to predict the future a bit here, I know.

Upvote 0

Read Answer Asked by Brett on September 27, 2023