Investment Q&A

• O'Reilly Automotive Inc. (ORLY $94.39)
  • $94.39 P/E (TTM): 30.83X Cap: $77.86B
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• Booking Holdings Inc. (BKNG $175.92)
  • $175.92 P/E (TTM): 1.04X Cap: $143.32B
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• AutoZone Inc. (AZO $3,557.31)
  • $3,557.31 P/E (TTM): 29.43X Cap: $57.09B
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• Canadian Pacific Kansas City Limited (CP $113.38)
  • $113.38 P/E (TTM): 24.67X Cap: $101.35B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $96.87)
  • $96.87 P/E (TTM): 13.54X Cap: $21.43B
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• Dollarama Inc. (DOL $175.69)
  • $175.69 P/E (TTM): 36.8X Cap: $48.32B
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• BRP Inc. Subordinate Voting Shares (DOO $105.17)
  • $105.17 Cap: $7.54B
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• Alimentation Couche-Tard Inc. (ATD $78.92)
  • $78.92 P/E (TTM): 21.03X Cap: $74.05B
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• Ulta Beauty Inc. (ULTA $533.30)
  • $533.30 P/E (TTM): 20.76X Cap: $23.30B
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• Hilton Worldwide Holdings Inc. (HLT $321.81)
  • $321.81 P/E (TTM): 49.37X Cap: $69.13B
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Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?

Upvote 14

Read Answer Asked by Jeffrey on January 18, 2024

Q: Good morning - you mentioned that DRIPs are a wonder of the world in an earlier question about SLF. Can you please explain why you think so highly of DRIPs? Are there tax implications involved? Thank

Upvote 4

Read Answer Asked by alex on January 18, 2024

• North American Construction Group Ltd. (NOA $19.25)
  • $19.25 P/E (TTM): 17.49X Cap: $554M
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Q: Do you feel NOA has a durable moat in that it’s massive heavy equipment located in remote areas of the world make it difficult for competitors to enter?

Upvote 1

Read Answer Asked by Kim on January 18, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.84)
  • $11.84 Cap: $1.65B
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Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Upvote 4

Read Answer Asked by Richard on January 18, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.46)
  • $18.46 Cap: $827M
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.56)
  • $17.56 Cap: $679M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.06)
  • $28.06 P/E (TTM): 31.38X Cap: $9.97B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.45)
  • $18.45 P/E (TTM): 8.4X Cap: $785M
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Q: Dear 5i team.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?

Many thanks for your help to understand the risk/reward here.

Upvote 9

Read Answer Asked by Arthur on January 18, 2024

• Transocean Ltd (Switzerland) (RIG $6.66)
  • $6.66 Cap: $7.41B
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• Precision Drilling Corporation (PD $127.17)
  • $127.17 Cap: $1.66B
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• Nabors Industries Ltd. (NBR $83.85)
  • $83.85 P/E (TTM): 4.83X Cap: $1.17B
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Q: I am interest in expanding my oil and gas investments to the service side of the oil and gas sector. Would you be able to compare three drilling companies that I am considering. I am interested in PD and NBR for on shore drilling and RIG for offshore. I would prefer a company that is profitable or projected to be soon. The focus is on growth and less on dividends. A fair amount of risk can be handled. Please compare information on these three companies.

Upvote 2

Read Answer Asked by Maureen on January 18, 2024

• Amazon.com Inc. (AMZN $231.37)
  • $231.37 P/E (TTM): 29.81X Cap: $2.37T
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• Costco Wholesale Corporation (COST $1,034.50)
  • $1,034.50 P/E (TTM): 70.41X Cap: $457.08B
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• Meta Platforms Inc. (META $633.75)
  • $633.75 P/E (TTM): 24.48X Cap: $1.54T
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• Alphabet Inc. (GOOG $316.78)
  • $316.78 P/E (TTM): 28.12X Cap: $3.83T
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• NVIDIA Corporation (NVDA $183.81)
  • $183.81 P/E (TTM): 36.35X Cap: $4.42T
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• Booking Holdings Inc. (BKNG $175.92)
  • $175.92 P/E (TTM): 1.04X Cap: $143.32B
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• Eli Lilly and Company (LLY $960.26)
  • $960.26 P/E (TTM): 40.57X Cap: $900.69B
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• Oracle Corporation (ORCL $137.53)
  • $137.53 P/E (TTM): 26.91X Cap: $413.17B
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• Constellation Software Inc. (CSU $2,380.16)
  • $2,380.16 P/E (TTM): 72.22X Cap: $51.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.45)
  • $156.45 P/E (TTM): 128.84X Cap: $216.83B
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• Topicus.com Inc. (TOI $91.29)
  • $91.29 P/E (TTM): 292.4X Cap: $11.95B
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• Lumine Group Inc. (LMN $21.98)
  • $21.98 P/E (TTM): 88.26X Cap: $5.64B
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Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks

Upvote 16

Read Answer Asked by Fernando on January 18, 2024

• WELL Health Technologies Corp. (WELL $3.85)
  • $3.85 Cap: $1B
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Q: How likely is it that WELL is interested in Life Labs from OMERS?

Upvote 5

Read Answer Asked by Justin on January 18, 2024

• Sun Life Financial Inc. (SLF $91.69)
  • $91.69 P/E (TTM): 14.44X Cap: $50.54B
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• Intact Financial Corporation (IFC $253.85)
  • $253.85 P/E (TTM): 13.39X Cap: $44.84B
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Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?

Upvote 11

Read Answer Asked by Matthew on January 18, 2024

• Miscellaneous (MISC)
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• GLOBAL X FDS (BOTZ $35.04)
  • $35.04 P/E (TTM): 57.87X Cap: $3.17B
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Q: I was interested in buying CHAT however I never heard about the ETF company. How would you rank https://www.roundhillinvestments.com)

Is there any similar ETF like Chat?

Thanks for the great service your team has provided.

Upvote 3

Read Answer Asked by Hector on January 18, 2024

• Apple Inc. (AAPL $259.93)
  • $259.93 P/E (TTM): 32.09X Cap: $3.80T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Can you explain the product from Purpose ETF (ticker APLY) in the link below. Seems to be an ETF which owns Apple shares and somehow gives you yield with a call strategy as you hold. What is downside risk ? What is upside ?

Does anyone just hold shares anymore ? The financial wizardry with these ETFs seems like it will all blow up at some point just like CDOs in 2009.

https://www.purposeinvest.com/funds/apple-yield-shares-purpose-etf?utm_campaign=apple&utm_source=bnn&utm_medium=banner&utm_content=takeover

Thomas

Upvote 4

Read Answer Asked by Thomas on January 18, 2024

• Constellation Software Inc. (CSU $2,380.16)
  • $2,380.16 P/E (TTM): 72.22X Cap: $51.17B
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• Topicus.com Inc. (TOI $91.29)
  • $91.29 P/E (TTM): 292.4X Cap: $11.95B
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• Lumine Group Inc. (LMN $21.98)
  • $21.98 P/E (TTM): 88.26X Cap: $5.64B
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Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton

Upvote 17

Read Answer Asked by Clayton on January 18, 2024

• lululemon athletica inc. (LULU $164.55)
  • $164.55 P/E (TTM): 10.69X Cap: $17.55B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $128.00)
  • $128.00 Cap: $14.42B
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• Reitmans (Canada) Limited (RET $2.14)
  • $2.14 Cap: $112M
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Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.

Upvote 2

Read Answer Asked by Thomas on January 18, 2024

Q: PREDICTION : The next big rage after AI will be
Quantum Computing.

Upvote 5

Read Answer Asked by Derek on January 18, 2024

Q: Just a general question,why do some companies pay a tiny dividend which means nothing to most investors because it's so insignificant?Wouldn't that money be better used paying off debt,share buybacks,etc?

Upvote 4

Read Answer Asked by terry on January 18, 2024

• Superior Plus Corp. (SPB $6.46)
  • $6.46 P/E (TTM): 13.21X Cap: $1.42B
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• iShares Canadian Financial Monthly Income ETF (FIE $10.05)
  • $10.05 P/E (TTM): 13.37X Cap: $1.28B
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.45)
  • $14.45 P/E (TTM): 13.92X Cap: $405M
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Q: In my TFSA I have full positions in ENB, T, TCL.A, and AQN. Objective is primarily steady income and some growth. I am looking to add FIE, SPB and CSW.A. What do you think?

Upvote 4

Read Answer Asked by Jean on January 18, 2024

• Fortis Inc. (FTS $79.91)
  • $79.91 P/E (TTM): 22.8X Cap: $40.37B
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• Hydro One Limited (H $59.04)
  • $59.04 P/E (TTM): 26.7X Cap: $35.07B
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Q: Do you have a preference between these two for a long term hold?

Upvote 6

Read Answer Asked by Gary on January 18, 2024

• Enbridge Inc. (ENB $75.47)
  • $75.47 P/E (TTM): 23.04X Cap: $164.61B
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Q: re Michael's question on Jan 9th
Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...
Think the nswer should read ENB not ENF

Upvote 3

Read Answer Asked by Madeline on January 18, 2024

• Apple Inc. (AAPL $259.93)
  • $259.93 P/E (TTM): 32.09X Cap: $3.80T
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• Costco Wholesale Corporation (COST $1,034.50)
  • $1,034.50 P/E (TTM): 70.41X Cap: $457.08B
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Q: Please provide a rundown of the pros and cons of holding a USD stock i.e. Costco (COST) or Apple (AAPL) in a TFSA.

Upvote 3

Read Answer Asked by Patrick on January 18, 2024

• Birchcliff Energy Ltd. (BIR $6.07)
  • $6.07 P/E (TTM): 27.25X Cap: $1.70B
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• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X
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• Invesco High Yield Equity Dividend Achievers ETF (PEY $21.50)
  • $21.50 P/E (TTM): 13.7X Cap: $1.01B
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Q: Which is your pick of these 3? BIR just cut their dividend. Thanks.

Upvote 3

Read Answer Asked by Donald on January 18, 2024