Investment Q&A

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.50)
  • $116.50 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV

Q: I really appreciated your explanation made today on this ETF.
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot

Upvote 5

Read Answer Asked by TOM on April 23, 2024

• BMO Equal Weight REITs Index ETF (ZRE $22.31)
  • $22.31 P/E (TTM): 54.28X Cap: $591M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $24.52)
  • $24.52 P/E (TTM): 40.82X Cap: $723M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Banks Index ETF (ZEB $48.17)
  • $48.17 P/E (TTM): 12.49X Cap: $4.01B
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Industrials Index ETF (ZIN $45.87)
  • $45.87 P/E (TTM): 39.94X Cap: $38M
  • View ZIN Profile
  • View Questions on ZIN
• BMO Equal Weight Oil & Gas Index ETF (ZEO $77.66)
  • $77.66 P/E (TTM): 43.8X Cap: $225M
  • View ZEO Profile
  • View Questions on ZEO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.04)
  • $45.04 P/E (TTM): 5.95X Cap: $18.34B
  • View XIC Profile
  • View Questions on XIC
• Invesco S&P 500 Equal Weight Index ETF (EQL $39.60)
  • $39.60 P/E (TTM): 45.24X Cap: $1.44B
  • View EQL Profile
  • View Questions on EQL

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 $9.65)
  • $9.65 P/E (TTM): 70.13X Cap: $7.35B
  • View CS Profile
  • View Questions on CS
• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 49.43X Cap: $1.04B
  • View PNG Profile
  • View Questions on PNG

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 $211.86)
  • $211.86 P/E (TTM): 49.0X Cap: $85.37B
  • View CTAS Profile
  • View Questions on CTAS
• Mettler-Toledo International Inc. (MTD $1,289.78)
  • $1,289.78 P/E (TTM): 33.51X Cap: $26.56B
  • View MTD Profile
  • View Questions on MTD

Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $37.33)
  • $37.33 Cap: $3.64B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $193.05)
  • $193.05 P/E (TTM): 44.14X Cap: $53.51B
  • View DOL Profile
  • View Questions on DOL
• Gildan Activewear Inc. (GIL $75.83)
  • $75.83 P/E (TTM): 17.81X Cap: $11.32B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Restaurant Brands International Inc. (QSR $87.02)
  • $87.02 P/E (TTM): 23.92X Cap: $39.57B
  • View QSR Profile
  • View Questions on QSR
• Metro Inc. (MRU $100.10)
  • $100.10 P/E (TTM): 21.6X Cap: $21.77B
  • View MRU Profile
  • View Questions on MRU
• WSP Global Inc. (WSP $280.44)
  • $280.44 P/E (TTM): 46.51X Cap: $36.60B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Chartwell Retirement Residences (CSH.UN $18.09)
  • $18.09 P/E (TTM): 82.95X Cap: $5.26B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• TFI International Inc. (TFII $131.10)
  • $131.10 P/E (TTM): 22.44X Cap: $10.88B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• BRP Inc. Subordinate Voting Shares (DOO $79.61)
  • $79.61 Cap: $5.82B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.6X Cap: $65.98B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 46.02X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $78.70)
  • $78.70 P/E (TTM): 39.9X Cap: $9.03B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Vitalhub Corp. (VHI $13.08)
  • $13.08 P/E (TTM): 161.88X Cap: $733M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.23B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.17)
  • $53.17 P/E (TTM): 31.1X Cap: $2.07B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND
• Boyd Group Services Inc. (BYD $223.20)
  • $223.20 P/E (TTM): 439.77X Cap: $4.79B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

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 $90.51)
  • $90.51 P/E (TTM): 369.31X Cap: $38.34B
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

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 $8.53)
  • $8.53 P/E (TTM): 14.66X Cap: $76M
  • View LCS Profile
  • View Questions on LCS

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 $80.51)
  • $80.51 P/E (TTM): 14.9X Cap: $45.76B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC $275.37)
  • $275.37 P/E (TTM): 22.59X Cap: $49.11B
  • View IFC Profile
  • View Questions on IFC

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 $193.05)
  • $193.05 P/E (TTM): 44.14X Cap: $53.51B
  • View DOL Profile
  • View Questions on DOL
• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 46.02X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

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 $40.96)
  • $40.96 P/E (TTM): 82.74X Cap: $6.48B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Stantec Inc. (STN $150.07)
  • $150.07 P/E (TTM): 40.33X Cap: $17.11B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.73)
  • $17.73 P/E (TTM): 4.19X Cap: $2.19B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• North American Construction Group Ltd. (NOA $18.12)
  • $18.12 P/E (TTM): 16.17X Cap: $546M
  • View NOA Profile
  • View Questions on NOA
• Taiga Building Products Ltd. (TBL $3.68)
  • $3.68 P/E (TTM): 8.45X Cap: $397M
  • View TBL Profile
  • View Questions on TBL

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 $90.51)
  • $90.51 P/E (TTM): 369.31X Cap: $38.34B
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

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)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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 $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $25.61)
  • $25.61 P/E (TTM): 18.97X Cap: $8.32B
  • View MNSO Profile
  • View Questions on MNSO

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 $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.96X Cap: $1.26B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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 $6.62)
  • $6.62 P/E (TTM): 22.65X Cap: $794M
  • View DFN Profile
  • View Questions on DFN

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 $116.50)
  • $116.50 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV

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 $754.46)
  • $754.46 P/E (TTM): 32.91X Cap: $296.71B
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $235.59)
  • $235.59 P/E (TTM): 30.51X Cap: $1.22T
  • View TSM Profile
  • View Questions on TSM

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 $285.18)
  • $285.18 P/E (TTM): 61.75X Cap: $46.60B
  • View VEEV Profile
  • View Questions on VEEV

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