Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $21.84)
  • $21.84 P/E (TTM): 19.0X Cap: $593M
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• BMO Equal Weight Utilities Index ETF (ZUT $26.73)
  • $26.73 P/E (TTM): 17.63X Cap: $800M
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• BMO Equal Weight Banks Index ETF (ZEB $53.35)
  • $53.35 P/E (TTM): 11.77X Cap: $4.29B
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• BMO Equal Weight Industrials Index ETF (ZIN $49.13)
  • $49.13 P/E (TTM): 15.56X Cap: $43M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $78.04)
  • $78.04 P/E (TTM): 7.02X Cap: $217M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.34)
  • $48.34 P/E (TTM): 6.15X Cap: $19.61B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $40.13)
  • $40.13 P/E (TTM): 21.92X Cap: $1.36B
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Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 83.55X Cap: $9.39B
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• Kraken Robotics Inc. (PNG $6.48)
  • $6.48 P/E (TTM): 116.5X Cap: $2.05B
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Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $185.05)
  • $185.05 P/E (TTM): 42.2X Cap: $73.90B
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• Mettler-Toledo International Inc. (MTD $1,390.04)
  • $1,390.04 P/E (TTM): 35.61X Cap: $28.71B
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $37.79)
  • $37.79 Cap: $3.71B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.00)
  • $205.00 P/E (TTM): 30.49X Cap: $2.41B
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Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $180.77)
  • $180.77 P/E (TTM): 40.46X Cap: $49.83B
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• Gildan Activewear Inc. (GIL $82.26)
  • $82.26 P/E (TTM): 19.4X Cap: $12.55B
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• Restaurant Brands International Inc. (QSR $94.71)
  • $94.71 P/E (TTM): 25.28X Cap: $41.85B
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• Metro Inc. (MRU $92.84)
  • $92.84 P/E (TTM): 20.51X Cap: $20.01B
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• WSP Global Inc. (WSP $273.77)
  • $273.77 P/E (TTM): 45.16X Cap: $35.51B
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• Chartwell Retirement Residences (CSH.UN $20.46)
  • $20.46 P/E (TTM): 93.45X Cap: $5.92B
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• TFI International Inc. (TFII $123.61)
  • $123.61 P/E (TTM): 20.2X Cap: $10.33B
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• BRP Inc. Subordinate Voting Shares (DOO $89.98)
  • $89.98 Cap: $6.56B
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• Alimentation Couche-Tard Inc. (ATD $70.66)
  • $70.66 P/E (TTM): 19.35X Cap: $65.78B
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• Premium Brands Holdings Corporation (PBH $95.74)
  • $95.74 P/E (TTM): 46.95X Cap: $4.23B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.00)
  • $205.00 P/E (TTM): 30.49X Cap: $2.41B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $96.42)
  • $96.42 P/E (TTM): 40.53X Cap: $11.30B
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• Vitalhub Corp. (VHI $11.13)
  • $11.13 P/E (TTM): 136.0X Cap: $618M
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• WELL Health Technologies Corp. (WELL $5.20)
  • $5.20 Cap: $1.27B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.51)
  • $54.51 P/E (TTM): 31.95X Cap: $2.13B
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• Boyd Group Services Inc. (BYD $224.81)
  • $224.81 P/E (TTM): 412.9X Cap: $4.46B
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $69.52)
  • $69.52 P/E (TTM): 316.72X Cap: $29.87B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $9.83)
  • $9.83 P/E (TTM): 6.87X Cap: $89M
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Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $85.75)
  • $85.75 P/E (TTM): 15.89X Cap: $48.95B
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• Intact Financial Corporation (IFC $259.61)
  • $259.61 P/E (TTM): 21.25X Cap: $46.12B
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Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $180.77)
  • $180.77 P/E (TTM): 40.46X Cap: $49.83B
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• Premium Brands Holdings Corporation (PBH $95.74)
  • $95.74 P/E (TTM): 46.95X Cap: $4.23B
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Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.42)
  • $38.42 P/E (TTM): 78.0X Cap: $6.04B
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• Stantec Inc. (STN $157.71)
  • $157.71 P/E (TTM): 41.72X Cap: $17.95B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.86B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.24)
  • $17.24 P/E (TTM): 4.05X Cap: $2.13B
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• North American Construction Group Ltd. (NOA $21.99)
  • $21.99 P/E (TTM): 18.28X Cap: $661M
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• Taiga Building Products Ltd. (TBL $3.49)
  • $3.49 P/E (TTM): 8.19X Cap: $376M
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Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024

• CoStar Group Inc. (CSGP $69.52)
  • $69.52 P/E (TTM): 316.72X Cap: $29.87B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• Miscellaneous (MISC)
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Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

Upvote 19

Read Answer Asked by Tamara on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.00)
  • $205.00 P/E (TTM): 30.49X Cap: $2.41B
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Q: Peter and Staff

Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis

Upvote 10

Read Answer Asked by Dennis on April 23, 2024

• MINISO Group Holding Limited American Depositary Shares each representing four (MNSO $21.53)
  • $21.53 P/E (TTM): 18.32X Cap: $6.90B
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Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!

Upvote 1

Read Answer Asked by Josh on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.00)
  • $205.00 P/E (TTM): 30.49X Cap: $2.41B
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• Propel Holdings Inc. (PRL $25.12)
  • $25.12 P/E (TTM): 12.37X Cap: $965M
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Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane

Upvote 20

Read Answer Asked by Shane on April 23, 2024

• Dividend 15 Split Corp. Class A Shares (DFN $7.23)
  • $7.23 P/E (TTM): 11.98X Cap: $872M
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Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?

Upvote 1

Read Answer Asked by kenneth on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.19)
  • $116.19 Cap: $1.90B
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Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Upvote 3

Read Answer Asked by Dennis on April 22, 2024

• ASML Holding N.V. (ASML $1,081.28)
  • $1,081.28 P/E (TTM): 47.08X Cap: $413.19B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $302.60)
  • $302.60 P/E (TTM): 41.45X Cap: $1.58T
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Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV $289.38)
  • $289.38 P/E (TTM): 59.95X Cap: $46.98B
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Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD $348.40)
  • $348.40 P/E (TTM): 23.28X Cap: $92.78B
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• GE Aerospace (GE $309.81)
  • $309.81 P/E (TTM): 43.21X Cap: $333.27B
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• Lockheed Martin Corporation (LMT $492.05)
  • $492.05 P/E (TTM): 27.28X Cap: $113.30B
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• Northrop Grumman Corporation (NOC $587.02)
  • $587.02 P/E (TTM): 21.93X Cap: $83.76B
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• Franco-Nevada Corporation (FNV $264.93)
  • $264.93 P/E (TTM): 45.67X Cap: $50.10B
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• Tourmaline Oil Corp. (TOU $60.76)
  • $60.76 P/E (TTM): 15.3X Cap: $22.55B
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• Barrick Mining Corporation (ABX $45.67)
  • $45.67 P/E (TTM): 19.92X Cap: $76.25B
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• AeroVironment Inc. (AVAV $367.06)
  • $367.06 Cap: $19B
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• Texas Pacific Land Corporation (TPL $940.19)
  • $940.19 P/E (TTM): 45.61X Cap: $21.24B
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• RTX Corporation (RTX $177.86)
  • $177.86 P/E (TTM): 39.27X Cap: $236.06B
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Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024