Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN $18.51)
  • $18.51 P/E (TTM): 4.53X Cap: $843M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: Your thoughts on Alaris please. Have they ever cut dividend and do you feel it is safe going forward

Upvote 2

Read Answer Asked by Ken on August 01, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 242.0X Cap: $148.46B
  • View BN Profile
  • View Questions on BN

Q: What is 5i's target price pls for BN and why?

Upvote 5

Read Answer Asked by Ron on August 01, 2024

• Berkshire Hathaway Inc. (BRK.B $472.84)
  • $472.84 P/E (TTM): 12.58X Cap: $1.02T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: What are the market and your expectations for the earnings report this weekend ? Where do you see the price 1-2 years out ? Thank you.

Upvote 6

Read Answer Asked by Paul on August 01, 2024

• Intel Corporation (INTC $19.31)
  • $19.31 Cap: $84.51B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 57.38X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $171.70)
  • $171.70 P/E (TTM): 128.69X Cap: $278.39B
  • View AMD Profile
  • View Questions on AMD

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?

Upvote 8

Read Answer Asked by Gregory on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.44X Cap: $29.53B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: pls review the results and the news of the div. would you step in here?

Upvote 5

Read Answer Asked by JR on August 01, 2024

Q: Is it a good idea to have a 7% trailing stop loss, on portfolio stocks now? Reasons? Thanks

Upvote 7

Read Answer Asked by Grant on August 01, 2024

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.52X Cap: $2.29T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $524.11)
  • $524.11 P/E (TTM): 41.26X Cap: $3.89T
  • View MSFT Profile
  • View Questions on MSFT

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Upvote 7

Read Answer Asked by Bradley on August 01, 2024

• Exxon Mobil Corporation (XOM $109.64)
  • $109.64 P/E (TTM): 14.81X Cap: $472.50B
  • View XOM Profile
  • View Questions on XOM
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• BP p.l.c. (BP $31.75)
  • $31.75 P/E (TTM): 39.03X Cap: $85.17B
  • View BP Profile
  • View Questions on BP

Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

Upvote 3

Read Answer Asked by Gerry on August 01, 2024

• Filo Corp (FIL $32.25)
  • $32.25 Cap: $4.21B
  • View FIL Profile
  • View Questions on FIL

Q: Good morning,

Noting that Filo is not trading at its takeout price, what are the risks and how likely are they to present that the deal falls through? Would you recommend selling shares at these levels based on any risks you foresee?

Thank you

Upvote 1

Read Answer Asked by Brad on August 01, 2024

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 45.04X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 441.57X Cap: $5.71B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 42.68X Cap: $3.25B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.58X Cap: $1.47B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $507.73)
  • $507.73 P/E (TTM): 19.86X Cap: $22.82B
  • View ULTA Profile
  • View Questions on ULTA
• Super Micro Computer Inc. (SMCI $56.64)
  • $56.64 P/E (TTM): 32.49X Cap: $33.80B
  • View SMCI Profile
  • View Questions on SMCI
• Crocs Inc. (CROX $97.13)
  • $97.13 P/E (TTM): 6.11X Cap: $5.44B
  • View CROX Profile
  • View Questions on CROX
• Vertiv Holdings LLC Class A (VRT $141.59)
  • $141.59 P/E (TTM): 84.65X Cap: $54.06B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $44.72)
  • $44.72 P/E (TTM): 137.39X Cap: $11.52B
  • View CELH Profile
  • View Questions on CELH
• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 18.37X Cap: $1.34B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks

Upvote 42

Read Answer Asked by Ben on August 01, 2024

• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 18.37X Cap: $1.34B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi .. any thoughts on why the recent nice upward moves? Nice, but why?

Upvote 17

Read Answer Asked by Danny-boy on August 01, 2024

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
  • View AMZN Profile
  • View Questions on AMZN
• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 57.38X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 34.32X Cap: $174.56B
  • View BKNG Profile
  • View Questions on BKNG
• QUALCOMM Incorporated (QCOM $148.19)
  • $148.19 P/E (TTM): 14.18X Cap: $159.89B
  • View QCOM Profile
  • View Questions on QCOM
• Jacobs Solutions Inc. (J $139.08)
  • $139.08 P/E (TTM): 39.3X Cap: $16.71B
  • View J Profile
  • View Questions on J
• RTX Corporation (RTX $156.81)
  • $156.81 P/E (TTM): 46.21X Cap: $209.89B
  • View RTX Profile
  • View Questions on RTX

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Upvote 27

Read Answer Asked by Shane on August 01, 2024

• Vanguard S&P 500 ETF (VOO $571.45)
  • $571.45 P/E (TTM): 57.15X Cap: $641.20B
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY $621.72)
  • $621.72 P/E (TTM): 57.48X Cap: $642.87B
  • View SPY Profile
  • View Questions on SPY
• Invesco S&P 500 Equal Weight ETF (RSP $181.56)
  • $181.56 P/E (TTM): 45.26X Cap: $72.04B
  • View RSP Profile
  • View Questions on RSP

Q: Hello Team,
What would your favourite etfs for this security be, both market weighted and equal weighted?
Thank You,
Barry

Upvote 3

Read Answer Asked by Barry on August 01, 2024

• First National Financial Corporation (FN $48.04)
  • $48.04 P/E (TTM): 15.81X Cap: $2.88B
  • View FN Profile
  • View Questions on FN

Q: May I please have your comments on earnings for FN

Upvote 1

Read Answer Asked by Margot on August 01, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi, I bought Glxy recently and it’s listed as Brphf on my online acct. Seems like I can buy and sell under the symbol Glxy , just wondering if this is of any concern? Looks like otc symbol. ( investors edge account)

Upvote 1

Read Answer Asked by Brad on August 01, 2024

• Avantis International Small Cap Value ETF (AVDV $80.31)
  • $80.31 P/E (TTM): 12.42X Cap: $9.80B
  • View AVDV Profile
  • View Questions on AVDV
• Avantis Emerging Markets Value ETF (AVES $53.55)
  • $53.55 P/E (TTM): 3.01X Cap: $732M
  • View AVES Profile
  • View Questions on AVES

Q: As a value investor, I've been liking the performance of the AVDV small cap ETF which I presently own. I'm not sure if you are familiar with AVES from the same ETF family. I'd like to add a bit of Emerging market exposure, and since this ETF option is another value type, I was drawn to it. Do you see AVES as being acceptable relative to the usual VWO's and VEE's of the Emerging Market world of ETF's ?

Upvote 1

Read Answer Asked by James on August 01, 2024

• NTG Clarity Networks Inc. (NCI $2.05)
  • $2.05 P/E (TTM): 10.35X Cap: $87M
  • View NCI Profile
  • View Questions on NCI

Q: This stock is rocketing higher on q2 financials just released. What do you think of it? Despite the gains, first half 2024 eps of 0.13 is very impressive. Risky name but decent small cap opportunity? Thanks.

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 45.04X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 441.57X Cap: $5.71B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• iShares Russell 2000 Growth ETF (IWO $284.45)
  • $284.45 P/E (TTM): 4.55X Cap: $11.47B
  • View IWO Profile
  • View Questions on IWO
• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 42.68X Cap: $3.25B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.58X Cap: $1.47B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $507.73)
  • $507.73 P/E (TTM): 19.86X Cap: $22.82B
  • View ULTA Profile
  • View Questions on ULTA
• Crocs Inc. (CROX $97.13)
  • $97.13 P/E (TTM): 6.11X Cap: $5.44B
  • View CROX Profile
  • View Questions on CROX
• Vertiv Holdings LLC Class A (VRT $141.59)
  • $141.59 P/E (TTM): 84.65X Cap: $54.06B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $44.72)
  • $44.72 P/E (TTM): 137.39X Cap: $11.52B
  • View CELH Profile
  • View Questions on CELH
• ISHARES TRUST (IJT $131.47)
  • $131.47 P/E (TTM): 40.43X Cap: $5.91B
  • View IJT Profile
  • View Questions on IJT

Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend

Upvote 15

Read Answer Asked by Colleen on August 01, 2024

• Tilray Brands Inc. (TLRY $0.80)
  • $0.80 Cap: $807M
  • View TLRY Profile
  • View Questions on TLRY

Q: Please comment on TLRY's current quarter, debt reduction and the expectations for the German license going forward. Thanks

Upvote 2

Read Answer Asked by Mark on August 01, 2024

• DexCom Inc. (DXCM $79.28)
  • $79.28 P/E (TTM): 60.73X Cap: $31.09B
  • View DXCM Profile
  • View Questions on DXCM

Q: Please update your thoughts on the company after getting hammered post earnings release.

Is talk of competition from ABT and GLP-1 overdone, or is their moat under pressure?

Thanks.

Upvote 2

Read Answer Asked by Adam on August 01, 2024