Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.22)
  • $197.22 P/E (TTM): 82.35X Cap: $258.35B
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• Ero Copper Corp. (ERO $22.53)
  • $22.53 P/E (TTM): 11.3X Cap: $2.25B
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• Elastic N.V. (ESTC $89.93)
  • $89.93 Cap: $9.69B
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• Encore Energy Corp. (EU $3.24)
  • $3.24 Cap: $609M
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• Vertiv Holdings LLC Class A (VRT $136.74)
  • $136.74 P/E (TTM): 70.83X Cap: $47.95B
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• Lumine Group Inc. (LMN $46.53)
  • $46.53 P/E (TTM): 191.81X Cap: $12.48B
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• Nextracker Inc. (NXT $67.59)
  • $67.59 P/E (TTM): 19.01X Cap: $9.51B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $18.02)
  • $18.02 P/E (TTM): 45.73X Cap: $1.68B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $230.33)
  • $230.33 P/E (TTM): 35.95X Cap: $2.54T
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• Costco Wholesale Corporation (COST $956.29)
  • $956.29 P/E (TTM): 56.77X Cap: $434.27B
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• Alphabet Inc. (GOOGL $239.17)
  • $239.17 P/E (TTM): 24.95X Cap: $2.89T
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• Microsoft Corporation (MSFT $500.37)
  • $500.37 P/E (TTM): 36.52X Cap: $3.70T
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• Constellation Software Inc. (CSU $4,421.93)
  • $4,421.93 P/E (TTM): 113.58X Cap: $97.10B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $283.35)
  • $283.35 P/E (TTM): 45.48X Cap: $36.55B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $9.52)
  • $9.52 P/E (TTM): 5.9X Cap: $268M
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Q: Hello,

What are you thoughts on ADF’s current valuation and attractiveness as a buy. Personally I look at it on a forward growth rate as very very attractive after being nearly cut in half. Am I crazy?

Upvote 18

Read Answer Asked by James on August 12, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.17)
  • $77.17 P/E (TTM): 38.81X Cap: $125.53B
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Q: Can you comment on their earnings release? Does this company constantly rely on new $ coming in to generate fees and earnings? If you like this company, what would be an attractive entry point? Thank you

Upvote 5

Read Answer Asked by Michael on August 12, 2024

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.92)
  • $79.92 P/E (TTM): 17.33X Cap: $14.16B
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Q: Can you please comment on their earnings release and would you recommend purchase of the shares at these levels? Thanks

Upvote 5

Read Answer Asked by Michael on August 12, 2024

• Mogo Inc. (MOGO $2.47)
  • $2.47 Cap: $59M
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Q: What is the overview of this sleeper?

Upvote 1

Read Answer Asked by Ryczard on August 12, 2024

• ATS Corporation (ATS $26.71)
  • $26.71 Cap: $2.62B
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• Nextracker Inc. (NXT $67.59)
  • $67.59 P/E (TTM): 19.01X Cap: $9.51B
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Q: They are going down continuously , do you see any redemption or is just better to move on and take the losses. thanks, Jean

Upvote 4

Read Answer Asked by Jean on August 12, 2024

• Sylogist Ltd. (SYZ $8.04)
  • $8.04 Cap: $177M
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Q: Your thoughts please on the quarter Thx

Upvote 2

Read Answer Asked by blake on August 12, 2024

• PRO Real Estate Investment Trust (PRV.UN $5.82)
  • $5.82 P/E (TTM): 17.13X Cap: $388M
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• Stella-Jones Inc. (SJ $79.44)
  • $79.44 P/E (TTM): 13.56X Cap: $4.36B
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• Enghouse Systems Limited (ENGH $20.88)
  • $20.88 P/E (TTM): 14.73X Cap: $1.15B
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• Alimentation Couche-Tard Inc. (ATD $74.00)
  • $74.00 P/E (TTM): 19.91X Cap: $69.57B
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Q: The following stocks were in your Stock Screener Canadian Dividend Machines. Please give me you thoughts on them. Would you buy them at current levels? How would you rank them for combination of growth and dividend for the next two years?

Upvote 2

Read Answer Asked by David on August 12, 2024

• Exchange Income Corporation (EIF $70.27)
  • $70.27 P/E (TTM): 27.94X Cap: $3.61B
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Q: Hello 5i,
What is your take on EIF’s results/conference call? Do you see any “red flags” in there?
Thanks for your insights!!
Cheers,
Mike

Upvote 3

Read Answer Asked by Mike on August 12, 2024

• Vertiv Holdings LLC Class A (VRT $136.74)
  • $136.74 P/E (TTM): 70.83X Cap: $47.95B
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Q: Hi 5i,

You commented that you would not add more to an existing position but would you be a new buyer or this company?
Is there still a compelling growth story here for a 3 year hold or do you think there are better companies in this sector to deploy cash that are forecasting better growth acceleration?
I huge thank you for all you do!

Upvote 9

Read Answer Asked by Josh on August 12, 2024

• Mattr Corp. (MATR $11.64)
  • $11.64 P/E (TTM): 16.22X Cap: $707M
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Q: Peter and His Wonder Team
MATR just reported quarterly results. The stock opened down 12% now recovering and down 6%. Please give your opinion about the results. Is the correction warranted or an over reaction. What do you think about this company going forward? Thank you for your insightful information.

Upvote 2

Read Answer Asked by Ernest on August 12, 2024

• Algonquin Power & Utilities Corp. (AQN $7.74)
  • $7.74 Cap: $5.96B
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• Vitalhub Corp. (VHI $11.37)
  • $11.37 P/E (TTM): 136.47X Cap: $643M
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• Lumine Group Inc. (LMN $46.53)
  • $46.53 P/E (TTM): 191.81X Cap: $12.48B
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Q: Hello Peter,
Can you comment on Vitahub's results? Why is Algonquin down so much as it was expected the company would sells its renewable business? Given lumine group results, is it better to move monies into topicus or csu? Lastly does it matter if company reports before the market or after the market?

Upvote 2

Read Answer Asked by umedali on August 12, 2024

• MDA Space Ltd. (MDA $31.78)
  • $31.78 P/E (TTM): 36.66X Cap: $4.11B
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Q: May I have your current thoughts on MDA? Any concerns on the latest quarter? Is executive compensation “reasonable”. I get the impression you considered the stock a hold or a weak buy back in July. Is my understanding correct and if so are you more favourable disposed to the stock now?
Thanks,
Jim

Upvote 2

Read Answer Asked by James on August 12, 2024

• Rockwell Automation Inc. (ROK $339.39)
  • $339.39 P/E (TTM): 40.45X Cap: $38.55B
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• ATS Corporation (ATS $37.09)
  • $37.09 Cap: $3.63B
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Q: Looking for a suggestions on a proxy for a tax loss sale against other gains.

Upvote 2

Read Answer Asked by William Ross on August 12, 2024

• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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Q: thoughts on the quarter - met expectations but small miss on eps?
is the US business now the growth driver ?

Upvote 4

Read Answer Asked by Scott on August 12, 2024