Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
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• Boyd Group Services Inc. (BYD $189.18)
  • $189.18 P/E (TTM): 226.15X Cap: $4.06B
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Q: Which company do you have more confidence in for capital preservation? thanks.

Upvote 0

Read Answer Asked by Cheryl on July 30, 2023

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.52X Cap: $2.29T
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• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.44X Cap: $173.18B
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• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 57.38X Cap: $4.23T
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• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 20.36X Cap: $9.85B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

Upvote 1

Read Answer Asked by Mahendiali on July 30, 2023

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.2X Cap: $138.93B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 101.36X Cap: $212.29B
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• Tamarack Valley Energy Ltd. (TVE $5.31)
  • $5.31 P/E (TTM): 11.57X Cap: $2.69B
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Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.

Upvote 0

Read Answer Asked by Christine on July 30, 2023

• TELUS International (Cda) Inc. Subordinate (TIXT $3.68)
  • $3.68 Cap: $1.01B
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Q: hello
Per Chris s July 27 question and a fellow 5i member also at a substantial loss to date - does any of the respective 5iii analysts in fact own these positions also ?
* There was no disclaimer in your answer.

Upvote 1

Read Answer Asked by Brant on July 30, 2023

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.52X Cap: $2.29T
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• Microsoft Corporation (MSFT $524.11)
  • $524.11 P/E (TTM): 41.26X Cap: $3.89T
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• Berkshire Hathaway Inc. (BRK.B $472.84)
  • $472.84 P/E (TTM): 12.58X Cap: $1.02T
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Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.

Upvote 0

Read Answer Asked by Bruce on July 30, 2023

• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.72X Cap: $86.83B
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Q: Hello 5i
Please share with us your views on the quarter.

Tia!

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Read Answer Asked by Kat on July 28, 2023

• AbbVie Inc. (ABBV $195.22)
  • $195.22 P/E (TTM): 80.78X Cap: $344.83B
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Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on July 28, 2023

• Lennox International Inc. (LII $605.87)
  • $605.87 P/E (TTM): 26.04X Cap: $21.62B
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Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

Upvote 0

Read Answer Asked by Brian on July 28, 2023

• Gibraltar Industries Inc. (ROCK $64.32)
  • $64.32 P/E (TTM): 15.21X Cap: $1.94B
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Q: Hello,

Can I please get your opinion of Gibraltar Industries (ROCK). Thanks

Dave

Upvote 0

Read Answer Asked by David on July 28, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
  • $43.73 P/E (TTM): 63.21X Cap: $7.18B
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• Granite Real Estate Investment Trust (GRT.UN $73.84)
  • $73.84 P/E (TTM): 14.53X Cap: $4.59B
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• InterRent Real Estate Investment Trust (IIP.UN $13.17)
  • $13.17 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.79X Cap: $3.36B
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• Real Matters Inc. (REAL $5.42)
  • $5.42 P/E (TTM): 185.81X Cap: $398M
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Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Upvote 0

Read Answer Asked by Alexandra on July 28, 2023

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.52X Cap: $2.29T
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• Intuit Inc. (INTU $776.15)
  • $776.15 P/E (TTM): 63.83X Cap: $216.50B
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• Salesforce Inc. (CRM $250.74)
  • $250.74 P/E (TTM): 40.43X Cap: $239.70B
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• Intercontinental Exchange Inc. (ICE $184.60)
  • $184.60 P/E (TTM): 38.27X Cap: $105.66B
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• Fortinet Inc. (FTNT $97.36)
  • $97.36 P/E (TTM): 41.11X Cap: $74.52B
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• Palo Alto Networks Inc. (PANW $172.88)
  • $172.88 P/E (TTM): 99.2X Cap: $115.27B
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• S&P Global Inc. (SPGI $545.66)
  • $545.66 P/E (TTM): 43.29X Cap: $167.35B
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• MSCI Inc. (MSCI $557.40)
  • $557.40 P/E (TTM): 37.2X Cap: $43.42B
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Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

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Read Answer Asked by Tamara on July 28, 2023

• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.72X Cap: $69.38B
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Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

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Read Answer Asked by Dean on July 28, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.73)
  • $38.73 P/E (TTM): 26.46X Cap: $10.52B
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• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.35X Cap: $3.07B
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• FirstService Corporation (FSV $269.98)
  • $269.98 P/E (TTM): 69.0X Cap: $12.26B
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Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

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Read Answer Asked by Margot on July 28, 2023

• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.72X Cap: $69.38B
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Q: The splitting into gas and liquids components is not impressing the market, seems more like shuffling the deck chairs. I've owned TRP for many years at a good profit which has now become a small loss and am considering selling. Any sage advice?

Upvote 0

Read Answer Asked by richard on July 28, 2023

• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.72X Cap: $69.38B
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Q: This company is in a free fall. Is it a good time to get in?

Great yield.

TY

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Read Answer Asked by Gerald on July 28, 2023

• FirstService Corporation (FSV $269.98)
  • $269.98 P/E (TTM): 69.0X Cap: $12.26B
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Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. Thank You.

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Read Answer Asked by Brian on July 28, 2023

• HP Inc. (HPQ $24.45)
  • $24.45 P/E (TTM): 9.59X Cap: $22.96B
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Q: I have been holding HPQ for years. The company does not seem to go anywhwere. What are your thoughts on this company?

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Read Answer Asked by Serge on July 28, 2023

• Restaurant Brands International Inc. (QSR $93.86)
  • $93.86 P/E (TTM): 23.0X Cap: $42.67B
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• MTY Food Group Inc. (MTY $38.38)
  • $38.38 P/E (TTM): 24.13X Cap: $876M
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Q: Hello, What are you thoughts on MTY? Between QSR and MTY, which one would you prefer. Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on July 28, 2023

• Verra Mobility Corporation (VRRM $24.64)
  • $24.64 P/E (TTM): 125.05X Cap: $3.98B
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Q: Your opinion please. Thanks!

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Read Answer Asked by Austin on July 28, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 37.37X Cap: $8.44B
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Q: Would you buy ATZ below 20$.?

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Read Answer Asked by Kim on July 28, 2023