Investment Q&A

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $309.44)
  • $309.44 P/E (TTM): 15.66X Cap: $840.07B
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• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.17X Cap: $799.28B
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• Uber Technologies Inc. (UBER $96.49)
  • $96.49 P/E (TTM): 16.26X Cap: $201.22B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
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• Celestica Inc. (CLS $340.13)
  • $340.13 P/E (TTM): 72.16X Cap: $39.26B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
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• Enbridge Inc (ENB $46.98)
  • $46.98 P/E (TTM): 22.89X Cap: $102.79B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $6.62)
  • $6.62 P/E (TTM): 2.49X Cap: $216M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Alphabet Inc. (GOOGL $281.48)
  • $281.48 P/E (TTM): 28.51X Cap: $3.40T
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 74.87X Cap: $189.99B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 44.27X Cap: $35.53B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.20B
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• iShares Russell 2000 ETF (IWM $244.85)
  • $244.85 P/E (TTM): 16.66X Cap: $69.52B
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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• iShares Core S&P Small-Cap ETF (IJR $117.60)
  • $117.60 P/E (TTM): 17.32X Cap: $85.02B
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• iShares Russell 2000 Value ETF (IWN $176.74)
  • $176.74 P/E (TTM): 13.52X Cap: $11.84B
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• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 12.37X Cap: $965M
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $143.65B
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• ISHARES TRUST (IJT $139.38)
  • $139.38 P/E (TTM): 19.55X Cap: $6.20B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $12.78)
  • $12.78 P/E (TTM): 14.41X Cap: $8.43B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 10.02X Cap: $3.34B
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• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 12.37X Cap: $965M
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024

• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 31.91X Cap: $1.78B
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Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024