Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.42X Cap: $27.88B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.69X Cap: $48.33B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $269.60)
  • $269.60 P/E (TTM): 21.79X Cap: $48.08B
  • View IFC Profile
  • View Questions on IFC
• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.32X Cap: $42.55B
  • View QSR Profile
  • View Questions on QSR
• Stantec Inc. (STN $153.23)
  • $153.23 P/E (TTM): 40.32X Cap: $17.47B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 54.99X Cap: $39.29B
  • View CLS Profile
  • View Questions on CLS
• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.56X Cap: $12.77B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.52B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.

Upvote 12

Read Answer Asked by Dan on April 13, 2024

Q: Good Day 5I team: Is it allowed by CRA to transfer a security from a non registered trading account to your tax free savings account,to make up your contribution limit? Thanks Larry

Upvote 4

Read Answer Asked by Larry on April 13, 2024

• MTY Food Group Inc. (MTY $34.35)
  • $34.35 P/E (TTM): 20.57X Cap: $784M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on April 13, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 104.18X Cap: $29.03B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.71)
  • $12.71 P/E (TTM): 91.87X Cap: $9.68B
  • View CS Profile
  • View Questions on CS

Q: Hi 5i. Any thoughts on the copper market? What are your favorite copper oriented stocks/etf and why.

Thanks so much!
Gary

Upvote 5

Read Answer Asked by Gary on April 13, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 101.34X Cap: $135.26B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
  • $77.11 P/E (TTM): 37.92X Cap: $126.28B
  • View BAM Profile
  • View Questions on BAM

Q: Hello, What is the reason for the generally tame performance of these two stocks? Is this mainly interest rate related. Can you please let me know on your thoughts and discuss the reasons to hold or not hold them for the long term. Thanks.

Shyam

Upvote 2

Read Answer Asked by Shyam on April 13, 2024

• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 57.15X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Advanced Micro Devices Inc. (AMD $216.42)
  • $216.42 P/E (TTM): 124.08X Cap: $351.21B
  • View AMD Profile
  • View Questions on AMD
• Canadian General Investments Limited (CGI $44.85)
  • $44.85 Cap: $935M
  • View CGI Profile
  • View Questions on CGI
• ADF Group Inc. Subordinate Voting Shares (DRX $7.95)
  • $7.95 P/E (TTM): 6.68X Cap: $223M
  • View DRX Profile
  • View Questions on DRX
• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 12.35X Cap: $992M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Good morning,

For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?

Thanks,

Brad

Upvote 10

Read Answer Asked by Bradley on April 13, 2024

• Zoetis Inc. Class A (ZTS $142.26)
  • $142.26 P/E (TTM): 24.29X Cap: $63.04B
  • View ZTS Profile
  • View Questions on ZTS

Q: Good morning,

Can you shed some light on Zoetis' decline this am?

Thank you.

Upvote 2

Read Answer Asked by Brad on April 13, 2024

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi all...any idea where things stand with the class action against maxar?

Upvote 1

Read Answer Asked by dan on April 13, 2024

• Murphy Oil Corporation (MUR $28.78)
  • $28.78 P/E (TTM): 13.8X Cap: $4.10B
  • View MUR Profile
  • View Questions on MUR
• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.51X Cap: $68.78B
  • View ATD Profile
  • View Questions on ATD
• Caseys General Stores Inc. (CASY $565.62)
  • $565.62 P/E (TTM): 35.68X Cap: $21.03B
  • View CASY Profile
  • View Questions on CASY
• Murphy USA Inc. (MUSA $375.91)
  • $375.91 P/E (TTM): 15.67X Cap: $7.25B
  • View MUSA Profile
  • View Questions on MUSA

Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Upvote 3

Read Answer Asked by David on April 13, 2024

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 85.84X Cap: $274.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palo Alto Networks Inc. (PANW $213.28)
  • $213.28 P/E (TTM): 129.94X Cap: $142.66B
  • View PANW Profile
  • View Questions on PANW
• DocuSign Inc. (DOCU $69.45)
  • $69.45 P/E (TTM): 51.43X Cap: $13.96B
  • View DOCU Profile
  • View Questions on DOCU
• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $127.63B
  • View CRWD Profile
  • View Questions on CRWD
• UiPath Inc. Class A (PATH $17.14)
  • $17.14 P/E (TTM): 568.33X Cap: $9.10B
  • View PATH Profile
  • View Questions on PATH

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $15.07)
  • $15.07 Cap: $257M
  • View ENS Profile
  • View Questions on ENS

Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.86X Cap: $67.06B
  • View SU Profile
  • View Questions on SU
• Brookfield Infrastructure Corporation (BIPC $45.57)
  • $45.57 Cap: $5.97B
  • View BIPC Profile
  • View Questions on BIPC

Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 33.08X Cap: $64.51B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $213.28)
  • $213.28 P/E (TTM): 129.94X Cap: $142.66B
  • View PANW Profile
  • View Questions on PANW
• Rapid7 Inc. (RPD $18.72)
  • $18.72 P/E (TTM): 44.33X Cap: $1.21B
  • View RPD Profile
  • View Questions on RPD
• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $127.63B
  • View CRWD Profile
  • View Questions on CRWD
• Roblox Corporation Class A (RBLX $128.24)
  • $128.24 Cap: $88.90B
  • View RBLX Profile
  • View Questions on RBLX

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $356.70)
  • $356.70 P/E (TTM): 82.81X Cap: $1.68T
  • View AVGO Profile
  • View Questions on AVGO
• Microsoft Corporation (MSFT $514.05)
  • $514.05 P/E (TTM): 37.46X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $216.42)
  • $216.42 P/E (TTM): 124.08X Cap: $351.21B
  • View AMD Profile
  • View Questions on AMD
• Vertiv Holdings LLC Class A (VRT $179.00)
  • $179.00 P/E (TTM): 80.87X Cap: $68.35B
  • View VRT Profile
  • View Questions on VRT

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $2.17)
  • $2.17 P/E (TTM): 6.78X Cap: $206M
  • View HME Profile
  • View Questions on HME
• International Petroleum Corporation (IPCO $22.43)
  • $22.43 P/E (TTM): 37.7X Cap: $2.54B
  • View IPCO Profile
  • View Questions on IPCO

Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 101.34X Cap: $135.26B
  • View BN Profile
  • View Questions on BN

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 350.0X Cap: $626M
  • View ZDC Profile
  • View Questions on ZDC

Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024