Investment Q&A

• JPMorgan Chase & Co. (JPM $283.44)
  • $283.44 P/E (TTM): 14.37X Cap: $762.96B
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• Eli Lilly and Company (LLY $985.08)
  • $985.08 P/E (TTM): 43.57X Cap: $923.32B
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• Uber Technologies Inc. (UBER $73.33)
  • $73.33 P/E (TTM): 15.85X Cap: $150.18B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 139.37X Cap: $224.22B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 82.15X Cap: $55.50B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.12X Cap: $41.53B
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• Celestica Inc. (CLS $263.46)
  • $263.46 P/E (TTM): 37.12X Cap: $30.53B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $79.92)
  • $79.92 P/E (TTM): 22.33X Cap: $40.16B
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• Enbridge Inc (ENB $54.08)
  • $54.08 P/E (TTM): 27.86X Cap: $117.31B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $74.28)
  • $74.28 P/E (TTM): 27.86X Cap: $159.57B
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• TC Energy Corporation (TRP $87.50)
  • $87.50 P/E (TTM): 26.63X Cap: $86.09B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.96X Cap: $562M
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.74X
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $6.18)
  • $6.18 P/E (TTM): 2.76X Cap: $206M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $250.12)
  • $250.12 P/E (TTM): 33.01X Cap: $3.75T
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• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 29.66X Cap: $2.24T
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• Alphabet Inc. (GOOGL $302.28)
  • $302.28 P/E (TTM): 28.56X Cap: $3.67T
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• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 37.97X Cap: $4.45T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 139.37X Cap: $224.22B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $472.16)
  • $472.16 P/E (TTM): 62.63X Cap: $170.20B
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• WSP Global Inc. (WSP $222.05)
  • $222.05 P/E (TTM): 30.67X Cap: $30B
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• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.96X Cap: $562M
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• iShares Russell 2000 Growth ETF (IWO $315.18)
  • $315.18 P/E (TTM): 22.36X Cap: $12.35B
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• iShares Russell 2000 ETF (IWM $246.59)
  • $246.59 P/E (TTM): 17.63X Cap: $68.78B
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• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.03B
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• iShares Core S&P Small-Cap ETF (IJR $122.05)
  • $122.05 P/E (TTM): 17.5X Cap: $90.35B
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• iShares Russell 2000 Value ETF (IWN $186.66)
  • $186.66 P/E (TTM): 14.27X Cap: $12.26B
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• Boyd Group Services Inc. (BYD $211.06)
  • $211.06 P/E (TTM): 217.92X Cap: $5.80B
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• Propel Holdings Inc. (PRL $17.60)
  • $17.60 P/E (TTM): 9.9X Cap: $735M
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 81.14X Cap: $118.57B
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• ISHARES TRUST (IJT $142.66)
  • $142.66 P/E (TTM): 20.01X Cap: $6.39B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $10.30)
  • $10.30 P/E (TTM): 64.94X Cap: $6.96B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.96X Cap: $562M
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• EQB Inc. (EQB $105.70)
  • $105.70 P/E (TTM): 18.95X Cap: $3.99B
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 37.69X Cap: $862M
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• Propel Holdings Inc. (PRL $17.60)
  • $17.60 P/E (TTM): 9.9X Cap: $735M
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024

• Superior Plus Corp. (SPB $6.58)
  • $6.58 P/E (TTM): 12.76X Cap: $1.41B
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Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
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Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024

• Jacobs Solutions Inc. (J $128.06)
  • $128.06 P/E (TTM): 36.92X Cap: $15.20B
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Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024