Investment Q&A

• Bank of Nova Scotia (The) (BNS $87.74)
  • $87.74 P/E (TTM): 17.03X Cap: $108.93B
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• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 72.78X Cap: $31.32B
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• Enbridge Inc. (ENB $67.98)
  • $67.98 P/E (TTM): 23.67X Cap: $148.26B
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• TC Energy Corporation (TRP $72.45)
  • $72.45 P/E (TTM): 17.65X Cap: $75.29B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $11.21)
  • $11.21 P/E (TTM): 91.42X Cap: $7.51B
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Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.35)
  • $6.35 P/E (TTM): 13.0X Cap: $813M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $77.57)
  • $77.57 P/E (TTM): 11.26X Cap: $45.54B
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Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG $61.81)
  • $61.81 P/E (TTM): 29.55X Cap: $3.11B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 177.79X Cap: $11.81B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 80.44X Cap: $257.91B
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• Ero Copper Corp. (ERO $23.40)
  • $23.40 P/E (TTM): 12.03X Cap: $2.42B
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• Elastic N.V. (ESTC $87.54)
  • $87.54 Cap: $9.30B
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• Encore Energy Corp. (EU $3.11)
  • $3.11 Cap: $581M
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• Vertiv Holdings LLC Class A (VRT $134.84)
  • $134.84 P/E (TTM): 79.5X Cap: $51.82B
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• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 177.79X Cap: $11.81B
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• Nextracker Inc. (NXT $66.70)
  • $66.70 P/E (TTM): 18.42X Cap: $9.98B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $18.23)
  • $18.23 P/E (TTM): 45.05X Cap: $1.68B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.11X Cap: $2.43T
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• Costco Wholesale Corporation (COST $967.90)
  • $967.90 P/E (TTM): 55.86X Cap: $429.24B
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• Alphabet Inc. (GOOGL $240.80)
  • $240.80 P/E (TTM): 25.5X Cap: $2.90T
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.68X Cap: $3.79T
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• Constellation Software Inc. (CSU $4,392.79)
  • $4,392.79 P/E (TTM): 109.68X Cap: $93.88B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $288.28)
  • $288.28 P/E (TTM): 46.1X Cap: $37.62B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.26)
  • $8.26 P/E (TTM): 5.7X Cap: $239M
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Q: Hello,

What are you thoughts on ADF’s current valuation and attractiveness as a buy. Personally I look at it on a forward growth rate as very very attractive after being nearly cut in half. Am I crazy?

Upvote 18

Read Answer Asked by James on August 12, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
  • $78.35 P/E (TTM): 38.11X Cap: $126.38B
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Q: Can you comment on their earnings release? Does this company constantly rely on new $ coming in to generate fees and earnings? If you like this company, what would be an attractive entry point? Thank you

Upvote 5

Read Answer Asked by Michael on August 12, 2024

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.04)
  • $80.04 P/E (TTM): 17.33X Cap: $13.47B
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Q: Can you please comment on their earnings release and would you recommend purchase of the shares at these levels? Thanks

Upvote 5

Read Answer Asked by Michael on August 12, 2024

• Mogo Inc. (MOGO $2.65)
  • $2.65 Cap: $63M
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Q: What is the overview of this sleeper?

Upvote 1

Read Answer Asked by Ryczard on August 12, 2024

• ATS Corporation (ATS $27.25)
  • $27.25 Cap: $2.67B
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• Nextracker Inc. (NXT $66.70)
  • $66.70 P/E (TTM): 18.42X Cap: $9.98B
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Q: They are going down continuously , do you see any redemption or is just better to move on and take the losses. thanks, Jean

Upvote 4

Read Answer Asked by Jean on August 12, 2024

• Sylogist Ltd. (SYZ $7.51)
  • $7.51 Cap: $175M
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Q: Your thoughts please on the quarter Thx

Upvote 2

Read Answer Asked by blake on August 12, 2024

• PRO Real Estate Investment Trust (PRV.UN $5.88)
  • $5.88 P/E (TTM): 17.07X Cap: $394M
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• Stella-Jones Inc. (SJ $79.77)
  • $79.77 P/E (TTM): 13.4X Cap: $4.40B
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• Enghouse Systems Limited (ENGH $20.96)
  • $20.96 P/E (TTM): 15.35X Cap: $1.15B
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• Alimentation Couche-Tard Inc. (ATD $73.64)
  • $73.64 P/E (TTM): 19.82X Cap: $69.26B
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Q: The following stocks were in your Stock Screener Canadian Dividend Machines. Please give me you thoughts on them. Would you buy them at current levels? How would you rank them for combination of growth and dividend for the next two years?

Upvote 2

Read Answer Asked by David on August 12, 2024

• Exchange Income Corporation (EIF $70.31)
  • $70.31 P/E (TTM): 27.67X Cap: $3.61B
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Q: Hello 5i,
What is your take on EIF’s results/conference call? Do you see any “red flags” in there?
Thanks for your insights!!
Cheers,
Mike

Upvote 3

Read Answer Asked by Mike on August 12, 2024