Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $22.58)
  • $22.58 P/E (TTM): 19.26X Cap: $596M
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• BMO Equal Weight Utilities Index ETF (ZUT $25.07)
  • $25.07 P/E (TTM): 17.76X Cap: $808M
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• BMO Equal Weight Banks Index ETF (ZEB $52.22)
  • $52.22 P/E (TTM): 11.56X Cap: $4.27B
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• BMO Equal Weight Industrials Index ETF (ZIN $46.85)
  • $46.85 Cap: $38M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $80.62)
  • $80.62 P/E (TTM): 6.46X Cap: $234M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.79)
  • $47.79 Cap: $19.44B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $39.98)
  • $39.98 P/E (TTM): 21.85X Cap: $1.38B
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Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $11.99)
  • $11.99 P/E (TTM): 81.75X Cap: $9.13B
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• Kraken Robotics Inc. (PNG $4.66)
  • $4.66 P/E (TTM): 76.83X Cap: $1.42B
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Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $203.91)
  • $203.91 P/E (TTM): 46.42X Cap: $82.17B
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• Mettler-Toledo International Inc. (MTD $1,191.36)
  • $1,191.36 P/E (TTM): 30.54X Cap: $24.54B
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $36.69)
  • $36.69 Cap: $3.58B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.49)
  • $122.49 P/E (TTM): 18.23X Cap: $1.45B
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Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $183.76)
  • $183.76 P/E (TTM): 40.84X Cap: $50.78B
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• Gildan Activewear Inc. (GIL $80.03)
  • $80.03 P/E (TTM): 18.49X Cap: $11.94B
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• Restaurant Brands International Inc. (QSR $91.36)
  • $91.36 P/E (TTM): 24.59X Cap: $41.14B
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• Metro Inc. (MRU $93.38)
  • $93.38 P/E (TTM): 19.96X Cap: $20.31B
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• WSP Global Inc. (WSP $270.77)
  • $270.77 P/E (TTM): 44.12X Cap: $35.34B
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• Chartwell Retirement Residences (CSH.UN $20.28)
  • $20.28 P/E (TTM): 92.23X Cap: $5.90B
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• TFI International Inc. (TFII $124.43)
  • $124.43 P/E (TTM): 20.66X Cap: $10.33B
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• BRP Inc. Subordinate Voting Shares (DOO $84.06)
  • $84.06 Cap: $6.13B
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• Alimentation Couche-Tard Inc. (ATD $73.75)
  • $73.75 P/E (TTM): 19.37X Cap: $69.37B
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• Premium Brands Holdings Corporation (PBH $93.01)
  • $93.01 P/E (TTM): 44.13X Cap: $4.15B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.49)
  • $122.49 P/E (TTM): 18.23X Cap: $1.45B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $86.80)
  • $86.80 P/E (TTM): 43.43X Cap: $9.96B
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• Vitalhub Corp. (VHI $11.18)
  • $11.18 P/E (TTM): 132.12X Cap: $627M
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• WELL Health Technologies Corp. (WELL $5.16)
  • $5.16 Cap: $1.30B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.98)
  • $52.98 P/E (TTM): 31.16X Cap: $2.06B
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• Boyd Group Services Inc. (BYD $238.37)
  • $238.37 P/E (TTM): 466.23X Cap: $5.11B
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $84.23)
  • $84.23 P/E (TTM): 340.04X Cap: $35.68B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.85)
  • $8.85 P/E (TTM): 6.93X Cap: $79M
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Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $82.68)
  • $82.68 P/E (TTM): 15.01X Cap: $46.99B
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• Intact Financial Corporation (IFC $264.71)
  • $264.71 P/E (TTM): 21.31X Cap: $47.20B
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Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $183.76)
  • $183.76 P/E (TTM): 40.84X Cap: $50.78B
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• Premium Brands Holdings Corporation (PBH $93.01)
  • $93.01 P/E (TTM): 44.13X Cap: $4.15B
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Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $40.61)
  • $40.61 P/E (TTM): 80.9X Cap: $6.43B
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• Stantec Inc. (STN $147.10)
  • $147.10 P/E (TTM): 38.93X Cap: $16.77B
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• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.84)
  • $17.84 P/E (TTM): 4.13X Cap: $2.21B
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• North American Construction Group Ltd. (NOA $19.65)
  • $19.65 P/E (TTM): 16.61X Cap: $592M
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• Taiga Building Products Ltd. (TBL $3.68)
  • $3.68 P/E (TTM): 8.5X Cap: $397M
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Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024

• CoStar Group Inc. (CSGP $84.23)
  • $84.23 P/E (TTM): 340.04X Cap: $35.68B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• Miscellaneous (MISC)
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Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

Upvote 19

Read Answer Asked by Tamara on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.49)
  • $122.49 P/E (TTM): 18.23X Cap: $1.45B
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Q: Peter and Staff

Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis

Upvote 10

Read Answer Asked by Dennis on April 23, 2024

• MINISO Group Holding Limited American Depositary Shares each representing four (MNSO $22.46)
  • $22.46 P/E (TTM): 18.87X Cap: $6.95B
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Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!

Upvote 1

Read Answer Asked by Josh on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.49)
  • $122.49 P/E (TTM): 18.23X Cap: $1.45B
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• Propel Holdings Inc. (PRL $30.62)
  • $30.62 P/E (TTM): 14.67X Cap: $1.19B
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Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane

Upvote 20

Read Answer Asked by Shane on April 23, 2024

• Dividend 15 Split Corp. Class A Shares (DFN $6.79)
  • $6.79 P/E (TTM): 11.98X Cap: $814M
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Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?

Upvote 1

Read Answer Asked by kenneth on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.36)
  • $116.36 Cap: $1.90B
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Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Upvote 3

Read Answer Asked by Dennis on April 22, 2024

• ASML Holding N.V. (ASML $962.61)
  • $962.61 P/E (TTM): 42.15X Cap: $378.57B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $273.23)
  • $273.23 P/E (TTM): 37.11X Cap: $1.41T
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Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV $293.00)
  • $293.00 P/E (TTM): 59.73X Cap: $48.02B
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Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD $332.17)
  • $332.17 P/E (TTM): 22.19X Cap: $89.35B
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• GE Aerospace (GE $293.63)
  • $293.63 P/E (TTM): 41.14X Cap: $311.37B
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• Lockheed Martin Corporation (LMT $491.98)
  • $491.98 P/E (TTM): 27.37X Cap: $114.86B
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• Northrop Grumman Corporation (NOC $593.99)
  • $593.99 P/E (TTM): 21.91X Cap: $85.04B
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• Franco-Nevada Corporation (FNV $305.20)
  • $305.20 P/E (TTM): 53.82X Cap: $58.81B
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• Tourmaline Oil Corp. (TOU $62.74)
  • $62.74 P/E (TTM): 15.74X Cap: $23.50B
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• Barrick Mining Corporation (ABX $46.12)
  • $46.12 P/E (TTM): 21.85X Cap: $78.68B
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• AeroVironment Inc. (AVAV $308.69)
  • $308.69 Cap: $15.41B
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• Texas Pacific Land Corporation (TPL $920.64)
  • $920.64 P/E (TTM): 47.57X Cap: $21.16B
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• RTX Corporation (RTX $163.63)
  • $163.63 P/E (TTM): 35.9X Cap: $219.02B
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Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024