Investment Q&A

• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 12.37X Cap: $965M
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
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Q: Could you rank the above stock to currently for a long term hold. Thanks

Upvote 17

Read Answer Asked by Ben on July 27, 2024

Q: does it make sense for a buy and hold investor to sell and buy back high growth stocks to spread out the income tax or is that unwise?

Upvote 13

Read Answer Asked by M.S. on July 27, 2024

• Edwards Lifesciences Corporation (EW $83.48)
  • $83.48 P/E (TTM): 11.83X Cap: $48.54B
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Q: What are your thoughts on Edwards LifeSciences (EW) in light of the punishment it’s receiving today in the market? It’s down 29% at the time of writing (July 25). Is the reaction unjustified and a buying opportunity?

Upvote 1

Read Answer Asked by Brian on July 27, 2024

• Vanguard Dividend Appreciation FTF (VIG $217.82)
  • $217.82 P/E (TTM): 24.54X Cap: $92.18B
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• Schwab US Dividend Equity ETF (SCHD $26.68)
  • $26.68 P/E (TTM): 16.66X Cap: $69.08B
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Q: I've decided to buy VIG and SCHD to increase my US portion of my portfolio. What is a fair entry point for them? I tend to wait until stocks go "on sale" but have watched these go up and up over the last few months. VIG's top holdings are Apple and Microsoft, so if the Tech sell-off continues it could go down. SCHD has not hit it's all time high but is getting close. What are your thoughts? Thanks so much!

Upvote 3

Read Answer Asked by Pat on July 26, 2024

• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.82X Cap: $20.29B
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
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Q: For a diversified income focussed portfolio looking for a long term holding of 4% weighting in either Hydro One or Emera, which 5I opt for or a 2% weighting in each company?

Keep up your great service,

Jim

Upvote 4

Read Answer Asked by James on July 26, 2024

• Williams Companies Inc. (The) (WMB $57.62)
  • $57.62 P/E (TTM): 29.09X Cap: $69.58B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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Q: Just wondering about these pipeline companies and longevity. Are these companies to own and forget or they tied to oil and gas as a commodity so hence has a limited run? What is your outlook on them? I have done very well with WMB over 4 years, and wondering if I should leave it be say for another year or two, add, or sell. Bought ENB. this year for the Div and wondering how you see this stock as well. Thank you.

Upvote 8

Read Answer Asked by Pat on July 26, 2024

• Magellan Aerospace Corporation (MAL $17.10)
  • $17.10 P/E (TTM): 27.06X Cap: $1B
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Q: I have noticed MAL stock price moving upward a bit. I am seeing a $16 price target. I've been waiting patiently for this stock to recover so I can sell it, since it cut it's dividend. What is your 6-12 month outlook on it? I bought it just under $10 - would you continue to wait until I can realize my price, even make a small profit or sell? Thanks so much.

Upvote 2

Read Answer Asked by Pat on July 26, 2024

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: I have held BYD since 2013. I paid $18.32 and never considered selling.

Can you explain why it now behaves in such an erratic manner ?
Is it a sell?

Upvote 5

Read Answer Asked by claudette on July 26, 2024

• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
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Q: Hello 5i: I ask about LLY with the big drop today caused by the Viking Therapeutics announcement. I will appreciate your comments. Sincerely. Barbara

Upvote 6

Read Answer Asked by Barbara on July 26, 2024

• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
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Q: Shocking how this bank keeps underperforming its peers. As of this writing the only big Canadian bank in the red. Any cause for concern here? I like the dividend. But not if my capital erodes… I own this along with EQB and RY which have done fantastic so it’s not to bad. What is the payout ratio on BNS relative to its peers in Canada? Thanks.

Upvote 8

Read Answer Asked by Scott on July 26, 2024

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
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• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
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• NextEra Energy Inc. (NEE $81.64)
  • $81.64 P/E (TTM): 29.22X Cap: $170.27B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• Intact Financial Corporation (IFC $259.41)
  • $259.41 P/E (TTM): 20.91X Cap: $46.26B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $17.97B
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• Coinbase Global Inc (COIN $328.51)
  • $328.51 P/E (TTM): 34.36X Cap: $84.40B
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Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?

Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general

Upvote 20

Read Answer Asked by Terence on July 26, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: NVEI has extended until April 1st 2025 for holders to decide on options for the buyout. This means that the privatization would have taken about a year from the announcement in March 2024. It looks stretched. Could there be hurdles we are not seeing, financing for example? Or the structure of the company makes it difficult? Just curious ..Thanks a lot.

Upvote 1

Read Answer Asked by Denise on July 26, 2024

• Lamb Weston Holdings Inc. (LW $62.19)
  • $62.19 P/E (TTM): 31.52X Cap: $8.80B
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Q: Can i have your revised assessment of Lamb Weston ? In the past you had indicated that it was a stable business, but would you still recommend buying LW given the recent results released which have been interpreted as significantly negative.

Thanks again - John C

Upvote 2

Read Answer Asked by john on July 26, 2024

• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
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Q: Hi wonder team!

Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)

Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?

Thanks so much to all of you for your guidance!

Upvote 5

Read Answer Asked by Josh on July 26, 2024

• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
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Q: Hi Guys

At the current stock prices looking out 3 years would today you be a buyer of Lululemon or Artzia?

Thanks

Stuart

Upvote 5

Read Answer Asked by Stuart on July 26, 2024

• Open Text Corporation (OTEX $52.96)
  • $52.96 P/E (TTM): 23.93X Cap: $13.52B
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• B2Gold Corp. (BTO $6.82)
  • $6.82 Cap: $8.81B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Have these stocks, which are all down, in a TFSA. Are they worth holding for the next 6-12 months or would you sell and move on?

Upvote 3

Read Answer Asked by Pat on July 26, 2024

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.23)
  • $19.23 Cap: $896M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.38)
  • $23.38 Cap: $6.29B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.60)
  • $100.60 Cap: $135.02B
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Q: For a long term investor with a focus on dividend paying companies or fund/ETF's are fixed income types appropriate for a T.F.S.A.? If so can you suggest 2-3 fixed income products?

Thank you- Jim

Upvote 1

Read Answer Asked by James on July 26, 2024

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
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Q: Anything in the cc to account for the drop after the the jump at the opening?

Thx

Upvote 4

Read Answer Asked by blake on July 26, 2024

• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
  • View LULU Profile
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Q: Thoughts on the drop today and whether this is a good entry given analysts apparently going sour on this name. LULU, like NKE, seems to have tremendous brand loyalty.

Upvote 3

Read Answer Asked by Thomas on July 26, 2024

• Ethan Allen Interiors Inc. (ETH)
  • P/E (TTM): 11.1X Cap: $662M
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• Fidelity Advantage Ether ETF (FETH $68.53)
  • $68.53 Cap: $101M
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Q: Grayscale Ethereum Trust is this a good investment.

Upvote 1

Read Answer Asked by WIB on July 26, 2024