Investment Q&A

• Alimentation Couche-Tard Inc. (ATD $70.33)
  • $70.33 P/E (TTM): 18.41X Cap: $66.50B
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Q: If they announced earnings can you please review.


Sheldon

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Read Answer Asked by Sheldon on June 29, 2023

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.55)
  • $43.55 P/E (TTM): 8.4X Cap: $476M
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Q: Hi, I would like to add some international diversification to my portfolio. I see that Europe is doing well. What are your thoughts about Europe for the next 3-5 years? Do you have any recommendations of an ETF for that purpose ?

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Read Answer Asked by ZIM on June 28, 2023

• iShares Russell 2000 Growth ETF (IWO $328.04)
  • $328.04 P/E (TTM): 21.85X Cap: $13.20B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.35)
  • $48.35 P/E (TTM): 6.15X Cap: $19.69B
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• SPDR S&P 500 ETF Trust (SPY $684.01)
  • $684.01 P/E (TTM): 27.29X Cap: $686.61B
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• INVESCO QQQ Trust (QQQ $632.95)
  • $632.95 P/E (TTM): 36.04X Cap: $408.05B
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• SPDR Dow Jones Industrial Average ETF (DIA $474.93)
  • $474.93 P/E (TTM): 21.61X Cap: $42.65B
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Q: Would you suggest some ETFs that capture U.S. & Cdn stocks - top ones that hold top DOW, NASDQ & S&P? My son is 33 YO - has RRSP, TFSA and Non- Reg acct, I believe he owns some NVIDIA stock. I realize not a lot of info. My investment strategy is quite different as I am not - as a priority, focused on growth; but, dividend growers which has served me well over the last 15 years.
Thank you,
James

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Read Answer Asked by James on June 28, 2023

• Agilent Technologies Inc. (A $143.68)
  • $143.68 P/E (TTM): 33.54X Cap: $40.64B
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• Merck & Company Inc. (MRK $85.62)
  • $85.62 P/E (TTM): 13.35X Cap: $215.50B
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• Stryker Corporation (SYK $362.39)
  • $362.39 P/E (TTM): 48.95X Cap: $141.06B
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• Thermo Fisher Scientific Inc (TMO $556.81)
  • $556.81 P/E (TTM): 32.29X Cap: $210.03B
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• Visa Inc. (V $341.47)
  • $341.47 P/E (TTM): 33.33X Cap: $669.33B
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• Great-West Lifeco Inc. (GWO $59.45)
  • $59.45 P/E (TTM): 14.71X Cap: $54.98B
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• WSP Global Inc. (WSP $270.63)
  • $270.63 P/E (TTM): 44.27X Cap: $35.53B
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• Brown & Brown Inc. (BRO $79.94)
  • $79.94 P/E (TTM): 23.14X Cap: $29.02B
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• IDEX Corporation (IEX $170.00)
  • $170.00 P/E (TTM): 28.06X Cap: $13.05B
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Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you

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Read Answer Asked by Stephen R. on June 28, 2023

Q: Hi Peter, My question is about returns in the S&P during a four year Presidents term. On average what are the markets (ie S&P 500 ) return in year 1 vs year 2 vs year 3 vs year 4. I heard an analyst mention that the best returns come in year 3. Can you confirm the returns by year. I appreciate the great service.

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Read Answer Asked by Frank on June 28, 2023

• Propel Holdings Inc. (PRL $25.08)
  • $25.08 P/E (TTM): 11.86X Cap: $965M
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Q: Hello. Thoughts on this one? Can you comment on its product offerings, growth, value and future prospects? How sustainable is the dividend? Would you buy it?

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Read Answer Asked by Robert on June 28, 2023

• Baker Hughes Company (BKR $48.60)
  • $48.60 P/E (TTM): 15.79X Cap: $47.93B
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• SLB Limited (SLB $36.15)
  • $36.15 P/E (TTM): 12.61X Cap: $49.07B
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Q: What is your thinking on these two companies for long term growth potential? I have positions in both and am wondering what is my best course forward. Sell, hold, add?

thanks al

Upvote 1

Read Answer Asked by alex on June 28, 2023

Q: I have the following equally weighted in my rrsp and tfsa accounts. ATZ, TOI, DOO, CSU, NVEI, AC, TFII, ATD, WSP, LMN. My time horizon for these investments is 8-10 years. I am looking for growth in these accounts as I have dividend paying companies in my non registered accounts. Would you recommend any changes to this list or a different weighting?
Thank you.

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Read Answer Asked by Vineet on June 28, 2023

• Topicus.com Inc. (TOI $133.99)
  • $133.99 P/E (TTM): 66.39X Cap: $11.01B
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Q: Any reason for the big price jump in recent two days ? Thanks a lot.

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Read Answer Asked by Lai Kuen on June 28, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• TMX Group Limited (X $50.44)
  • $50.44 P/E (TTM): 32.8X Cap: $13.88B
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Q: Size comparison aside which would you recommend for a 3 to 5 year hold and why? Thank you.

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Read Answer Asked by Steve on June 28, 2023

• Calian Group Ltd. (CGY $49.48)
  • $49.48 Cap: $561M
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Q: Your thoughts on this company going forward. They have made some acquisitions so wondering if this has some potential to move. One view is fair value would be about $73. Do you think they can get there and is this value reasonable?
Thank you

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Read Answer Asked by Colleen on June 28, 2023

• DexCom Inc. (DXCM $59.00)
  • $59.00 P/E (TTM): 47.68X Cap: $26.74B
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• Guardant Health Inc. (GH $89.79)
  • $89.79 Cap: $11.64B
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• Lantheus Holdings Inc. (LNTH $55.02)
  • $55.02 P/E (TTM): 14.9X Cap: $3.77B
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Q: i have a small position in each of lnth gh and dxcm,
and i want to consolidate into one position for long tern hold, which one do you perfer and why
thank you very much.

selina

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Read Answer Asked by selina on June 28, 2023

• Enbridge Inc. (ENB $65.74)
  • $65.74 P/E (TTM): 22.89X Cap: $143.31B
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• TC Energy Corporation (TRP $70.63)
  • $70.63 P/E (TTM): 17.22X Cap: $73.39B
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• Pembina Pipeline Corporation (PPL $52.85)
  • $52.85 P/E (TTM): 17.67X Cap: $30.63B
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• Keyera Corp. (KEY $41.19)
  • $41.19 P/E (TTM): 17.39X Cap: $9.45B
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• Gibson Energy Inc. (GEI $23.72)
  • $23.72 P/E (TTM): 24.52X Cap: $3.88B
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Q: Hi 5i Team, I'm a retired dividend investor supported by portfolio dividends.

Currently, I'm holding positions in ENB and TRP for my pipeline weighting. I'm concerned about the lagging performance of TRP. What are your thoughts on trading TRP for PPL? Alternatively could also consider GEI or KEY.

Can you please list your favorite pipeline selections in order of growth and safety?

I like to hold 2 sector companies for diversification. Also, as TRP has been flat there are no cap gains. Please advise.

Thank you.

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Read Answer Asked by Maury on June 28, 2023

• Pembina Pipeline Corporation (PPL $52.85)
  • $52.85 P/E (TTM): 17.67X Cap: $30.63B
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• Tourmaline Oil Corp. (TOU $61.13)
  • $61.13 P/E (TTM): 15.05X Cap: $22.62B
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Q: tourmaline or Pembina which is safer and which has the most growth.

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Read Answer Asked by don on June 28, 2023

• Kinaxis Inc. (KXS $168.96)
  • $168.96 P/E (TTM): 141.19X Cap: $4.76B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $248.64)
  • $248.64 P/E (TTM): 100.1X Cap: $315.68B
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• goeasy Ltd. (GSY $168.48)
  • $168.48 P/E (TTM): 10.15X Cap: $2.68B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.98)
  • $205.98 P/E (TTM): 30.37X Cap: $2.44B
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• Data Communications Management Corp. (DCM $1.33)
  • $1.33 P/E (TTM): 11.17X Cap: $73M
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• The Trade Desk Inc. (TTD $50.03)
  • $50.03 P/E (TTM): 60.19X Cap: $23.94B
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• Axcelis Technologies Inc. (ACLS $80.78)
  • $80.78 P/E (TTM): 17.0X Cap: $2.61B
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• WELL Health Technologies Corp. (WELL $5.23)
  • $5.23 Cap: $1.32B
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Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave

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Read Answer Asked by Dave on June 28, 2023

• Descartes Systems Group Inc. (The) (DSG $123.89)
  • $123.89 P/E (TTM): 52.83X Cap: $10.75B
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• Open Text Corporation (OTEX $52.90)
  • $52.90 P/E (TTM): 22.99X Cap: $13.46B
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Q: Hi - of these two stocks, would you be buyers of both at current prices? Do you favour one over the other or are comfortable buying both? Growth objective and held within diversified portfolio. Which of the two would perhaps have greater downside in a recession? In your mind does either have a beta higher than 1 in a mkt downdraft? Thanks as always!

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Read Answer Asked by Doug on June 28, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $179.00)
  • $179.00 P/E (TTM): 35.03X Cap: $2.85B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $64.42)
  • $64.42 P/E (TTM): 35.55X Cap: $4.27B
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Q: Hi Folks,
I have come across ZQQ and XQQ. What do you think of me adding one of these to my RRSP account. I would like some exposure to Tech and this seems like a simple way to do it OR would it be better to buy the individual companies themselves?
Thanks

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Read Answer Asked by JOHN on June 28, 2023

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.90)
  • $54.90 P/E (TTM): 19.63X Cap: $29.98B
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• TELUS Corporation (T $20.52)
  • $20.52 P/E (TTM): 32.14X Cap: $31.65B
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Q: I am tempted to switch from Telus to Rogers. I think the total return for Rogers will be higher for the next two years.
Your opinion please.
Raouf

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Read Answer Asked by Raoul on June 28, 2023

Q: Hi, is Hedges fund safe or very risky

thanks
Jean Guy

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Read Answer Asked by Jean Guy on June 28, 2023

Q: For readers information,I have these MMFunds in various accounts with TD.(Canada and US)There are no fees and they pay 4%+.The rate varies with todays interest rates.Same day stock or bond purchases are allowed by selling these funds.I hope this helps.

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Read Answer Asked by Allen on June 28, 2023