Investment Q&A

• Dollarama Inc. (DOL $183.77)
  • $183.77 P/E (TTM): 40.84X Cap: $51.02B
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• North West Company Inc. (The) (NWC $47.88)
  • $47.88 P/E (TTM): 17.01X Cap: $2.29B
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• Alimentation Couche-Tard Inc. (ATD $73.61)
  • $73.61 P/E (TTM): 19.37X Cap: $68.32B
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• Leon's Furniture Limited (LNF $28.42)
  • $28.42 P/E (TTM): 12.32X Cap: $1.96B
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Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?

Upvote 6

Read Answer Asked by Jacques on January 04, 2024

Q: 5I Team,

Happy New Year!

What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?

Thanks

Upvote 1

Read Answer Asked by Scott on January 04, 2024

• Topicus.com Inc. (TOI $146.89)
  • $146.89 P/E (TTM): 68.62X Cap: $12.11B
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.

Upvote 14

Read Answer Asked by Harpinder on January 04, 2024

• Dollarama Inc. (DOL $183.77)
  • $183.77 P/E (TTM): 40.84X Cap: $51.02B
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• Tourmaline Oil Corp. (TOU $62.39)
  • $62.39 P/E (TTM): 15.74X Cap: $23.58B
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• Premium Brands Holdings Corporation (PBH $91.68)
  • $91.68 P/E (TTM): 44.13X Cap: $4.09B
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $62.94)
  • $62.94 P/E (TTM): 25.69X Cap: $478M
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• EQB Inc. (EQB $93.63)
  • $93.63 P/E (TTM): 10.56X Cap: $3.56B
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• Lumine Group Inc. (LMN $39.92)
  • $39.92 P/E (TTM): 150.27X Cap: $10.13B
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Q: Hi group Happy new year to all. Can yo give me your top picks (stocks or etfs) in the following sectors and a brief comment + good entry price pays Strong dividend US or CAD

Financials - I Own GSY TD, FFH, BN, BAM

Energy - I own ARC, ENB, F, NRGI

Healthcare - BIO TECH - I have no exposure but like CVS at present levels

Consumer staples - L, WMT, Cost,

Tech- QQQ, Apple, MSFT, AMZ, GOOG

Consumer discretionary - QSR,ATD,MCDS, ATZ

Upvote 17

Read Answer Asked by Terence on January 04, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $46.85)
  • $46.85 Cap: $38M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $77.44)
  • $77.44 P/E (TTM): 50.49X Cap: $641M
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• Technology Select Sector SPDR ETF (XLK $281.76)
  • $281.76 P/E (TTM): 36.38X Cap: $91.67B
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• Blockchain Technologies ETF (HBLK $25.19)
  • $25.19 P/E (TTM): 18.53X Cap: $30M
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• Communication Services Select Sector SPDR Fund (XLC $119.05)
  • $119.05 P/E (TTM): 20.8X Cap: $28.26B
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• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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• TD Global Technology Leaders Index ETF (TEC $52.97)
  • $52.97 P/E (TTM): 0.57X Cap: $3.40B
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• SPDR Dow Jones Industrial Average ETF (DIA $461.90)
  • $461.90 P/E (TTM): 21.61X Cap: $39.42B
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Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you

Upvote 3

Read Answer Asked by Don on January 04, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.98)
  • $197.98 P/E (TTM): 79.35X Cap: $253.89B
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• Lumine Group Inc. (LMN $39.92)
  • $39.92 P/E (TTM): 150.27X Cap: $10.13B
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Q: I realize it's a very short time frame, but do you think Lumine would have more upside potential than Shopify over a six-minth period, thanks?

Upvote 7

Read Answer Asked by Pat on January 04, 2024

• Lockheed Martin Corporation (LMT $495.76)
  • $495.76 P/E (TTM): 27.37X Cap: $113.80B
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• Northrop Grumman Corporation (NOC $597.50)
  • $597.50 P/E (TTM): 21.91X Cap: $85.12B
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• AeroVironment Inc. (AVAV $314.20)
  • $314.20 Cap: $15.03B
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• Kratos Defense & Security Solutions Inc. (KTOS $88.64)
  • $88.64 P/E (TTM): 663.69X Cap: $14.56B
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• L3Harris Technologies Inc. (LHX $295.58)
  • $295.58 P/E (TTM): 32.8X Cap: $54.92B
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• RTX Corporation (RTX $164.69)
  • $164.69 P/E (TTM): 35.9X Cap: $218.65B
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Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks

Upvote 8

Read Answer Asked by sam on January 04, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $6.97)
  • $6.97 P/E (TTM): 19.78X Cap: $1.41B
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• Leon's Furniture Limited (LNF $28.42)
  • $28.42 P/E (TTM): 12.32X Cap: $1.96B
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• Tamarack Valley Energy Ltd. (TVE $6.03)
  • $6.03 P/E (TTM): 13.09X Cap: $3.11B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Galaxy Digital Inc. Class A common stock (GLXY $46.85)
  • $46.85 Cap: $16.19B
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• Titanium Transportation Group Inc. (TTNM $1.31)
  • $1.31 Cap: $60M
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• Lumine Group Inc. (LMN $39.92)
  • $39.92 P/E (TTM): 150.27X Cap: $10.13B
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Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,

Upvote 9

Read Answer Asked by Henry on January 04, 2024

• Bristol-Myers Squibb Company (BMY $44.40)
  • $44.40 P/E (TTM): 17.72X Cap: $89.80B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nutrien Ltd. (NTR $81.39)
  • $81.39 P/E (TTM): 191.12X Cap: $39.82B
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• Medical Properties Trust Inc. (MPW $4.89)
  • $4.89 Cap: $2.95B
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• Coinbase Global Inc (COIN $328.81)
  • $328.81 P/E (TTM): 30.23X Cap: $80.31B
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Q: Would you buy these stocks now and in what order?

Thanks,
Milan

Upvote 4

Read Answer Asked by Milan on January 04, 2024

• American Electric Power Company Inc. (AEP $108.69)
  • $108.69 P/E (TTM): 15.98X Cap: $58.36B
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• Enbridge Inc. (ENB $69.03)
  • $69.03 P/E (TTM): 24.28X Cap: $150.68B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $86.58)
  • $86.58 P/E (TTM): 43.43X Cap: $9.92B
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• Linde plc (LIN $474.26)
  • $474.26 P/E (TTM): 33.74X Cap: $222.45B
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• Crocs Inc. (CROX $80.77)
  • $80.77 P/E (TTM): 21.91X Cap: $4.46B
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• West Fraser Timber Co. Ltd. (WFG $93.38)
  • $93.38 Cap: $7.35B
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Q: Could i get your 2 favorite companies to buy right now ( 1 Cad and 1 US) in each of Consumer Cyclical, Utilities, and Materials. Thank you

Upvote 23

Read Answer Asked by Neil on January 04, 2024

• Amgen Inc. (AMGN $273.34)
  • $273.34 P/E (TTM): 22.3X Cap: $146.96B
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Q: I am puzzled by the sudden rise in AMGN share price today. The only news I see is from a week ago, that the FDA completed a report on the Lung Cancer drug Lumakras, voting *against* full approval. The drug was conditionally approved in May 2021, and I believe the condition was that Amgen had to complete a comparative trial, showing it was more effective than other treatments like chemotherapy, in order to receive full approval. But it sounds like their trial failed due to dropouts from their "other treatment" group.
Why would this "rejection" result in a sudden rise in share price? Or is it due to something else, like a broker upgrade?

Upvote 2

Read Answer Asked by Ed on January 04, 2024

• Miscellaneous (MISC)
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Q: if you had a considerable amount of cash to invest now, would you invest it all or would you take a staggered approach considering the run up we have just had? if staggered, over how many months would you invest it?
thanks and happy new year

Upvote 14

Read Answer Asked by Mary on January 04, 2024

• Medical Properties Trust Inc. (MPW $4.89)
  • $4.89 Cap: $2.95B
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Q: Does mpw look interesting at under $5. What is the probability of dividend being eliminated? Your views.
Thanks

Upvote 1

Read Answer Asked by satish on January 04, 2024

• CI Morningstar Canada Momentum Index ETF (WXM $39.23)
  • $39.23 P/E (TTM): 12.89X Cap: $725M
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• Vanguard Global Momentum Factor ETF (VMO $77.66)
  • $77.66 P/E (TTM): 24.13X Cap: $266M
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• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
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Q: I am following the ETFMU Balanced ETF Model Portfolio. WXM has a high MER at .66. Could you recommend another ETF from one of the model portfolios that would give me about the same level of potential and risk? It could be either Canadian, US, or international.
thanks

Upvote 1

Read Answer Asked by Mary on January 04, 2024

• Miscellaneous (MISC)
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Q: Happy new year: today there was a question from a person that wanted to move “in kind” from a rif to a tfsa. What is the advantage to this move? My first thought is that a full amount of taxes would be held back when closing the rif?
Thanks

Upvote 4

Read Answer Asked by Valdis on January 04, 2024

• Miscellaneous (MISC)
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Q: As the year starts it is time for retrospective. Could you compare and explain the performance difference between the three 5i's portfolios since inception? Should we expect the ranking performance to be in order growth/balance/income? Time period may be too short. Please give so e clues that would help me understand.

Thank you to the wonderful team.

Upvote 6

Read Answer Asked by Jean on January 04, 2024

• Toromont Industries Ltd. (TIH $154.22)
  • $154.22 P/E (TTM): 26.1X Cap: $12.55B
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• Premium Brands Holdings Corporation (PBH $91.68)
  • $91.68 P/E (TTM): 44.13X Cap: $4.09B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.26)
  • $122.26 P/E (TTM): 18.23X Cap: $1.44B
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• Topicus.com Inc. (TOI $146.89)
  • $146.89 P/E (TTM): 68.62X Cap: $12.11B
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• Lumine Group Inc. (LMN $39.92)
  • $39.92 P/E (TTM): 150.27X Cap: $10.13B
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Q: Do you have any timely and suitable names for my TFSA contrib this year? I tend to buy things that are quite growthy in my TFSA. As such its already chock full of technology. Open to US or Canuck names but they need to be quite liquid. Happy New Year

Upvote 36

Read Answer Asked by Martin on January 04, 2024

• Miscellaneous (MISC)
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Q: do you have any guidance on rules to follow for tax efficiency? I came across a chart from one of the magazines (either money saver or ETF update) a while ago that was very handy but I can't seem to locate it.
thanks

Upvote 4

Read Answer Asked by Mary on January 04, 2024

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.83)
  • $101.83 Cap: $2.22B
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Q: I am assuming that VGG should be purchased in an RRSP to maximize tax efficiency. if I can't purchase VGG in a RRSP, where is the next best place to hold it?
thanks

Upvote 2

Read Answer Asked by Mary on January 04, 2024

• Roku Inc. (ROKU $100.53)
  • $100.53 Cap: $14.67B
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Q: ROKU had a great 2023. Towards year end, it was hit with a couple of downgrades. 5i continues to like it, in response to Q&As. Could you please list the top 2-3 reasons you have for ROKU to have another good year(s). I am not expecting it to duplicate its 2023 success, but looking to quantify whether ROKU has several more years of growth.

Upvote 5

Read Answer Asked by Greg on January 04, 2024