Investment Q&A

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.89X Cap: $48.95B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $22.08B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $145.64B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 37.3X Cap: $124.49B
  • View BAM Profile
  • View Questions on BAM

Q: What would be your picks for adding to the noted stocks - for price appreciation in the next 5 years.
Thanks

Upvote 11

Read Answer Asked by Gary on March 08, 2024

• Abercrombie & Fitch Company (ANF $72.22)
  • $72.22 P/E (TTM): 7.04X Cap: $3.44B
  • View ANF Profile
  • View Questions on ANF

Q: Hi 5i
What is your opinion on ANF? Is it worth the risk taking a small position at this time for a 2 yr time frame.
I know the stock has had a big run up....it think it reports today after market close....
Thanks

Upvote 1

Read Answer Asked by jim on March 08, 2024

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I want to buy 2 of the big Canadian banks for an indefinite hold - on Feb 1 you suggested BNS and TD - after earnings, would these two still be your choices?

Upvote 6

Read Answer Asked by Kim on March 08, 2024

• Xtract One Technologies Inc. (XTRA $0.92)
  • $0.92 Cap: $216M
  • View XTRA Profile
  • View Questions on XTRA

Q: Your thoughts on this stock? Is it a buy, sell, or hold? Thanks

Upvote 2

Read Answer Asked by Charles on March 08, 2024

• Frontier Lithium Inc. (FL $0.75)
  • $0.75 Cap: $175M
  • View FL Profile
  • View Questions on FL

Q: Can you comment on the outlook for this stock given the deal with Mitsubishi announced today. Thanks

Upvote 1

Read Answer Asked by Charles on March 08, 2024

• American Homes 4 Rent of Beneficial Interest (AMH $32.09)
  • $32.09 P/E (TTM): 29.38X Cap: $11.82B
  • View AMH Profile
  • View Questions on AMH

Q: When I'm cashed out of my Tricon shares, would American Homes 4 Rent make a good replacement?
John

Upvote 2

Read Answer Asked by John on March 08, 2024

• Athabasca Oil Corporation (ATH $6.87)
  • $6.87 P/E (TTM): 7.67X Cap: $3.46B
  • View ATH Profile
  • View Questions on ATH
• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 6.79X Cap: $2.49B
  • View BTE Profile
  • View Questions on BTE
• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.49X Cap: $3.13B
  • View TVE Profile
  • View Questions on TVE

Q: Hi Team

I own ath bte tve, I bought them during the dark days of the oil patch, my big purchase was ath, I averaged down from
$ .60 to $.12, at the bottom I thought it was over, anyways as the price moved up I starting selling, just happy to escape with my life. I have a little left, but as it has gone up so much I don't think there is more upside left in another stock, thinking about buying more tve or bte, what do you think, or do you have other oil's that have decent upside?

thanks

Upvote 6

Read Answer Asked by auftar on March 08, 2024

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
  • View TRP Profile
  • View Questions on TRP
• TC Energy Corporation (TRP $50.52)
  • $50.52 P/E (TTM): 17.37X Cap: $52.38B
  • View TRP Profile
  • View Questions on TRP

Q: Just wondering what happens if:
1) If one buys equal amounts of the same Canadian listed company on TSE and NYSE in their respective currencies.
2) After 1 year TSE price has not changed but US/CDN dollar rate has increased.
3) If US listed stock is sold would there be a capital loss?

Thanks,
Steve

Upvote 3

Read Answer Asked by Steven on March 08, 2024

• Abercrombie & Fitch Company (ANF $72.22)
  • $72.22 P/E (TTM): 7.04X Cap: $3.44B
  • View ANF Profile
  • View Questions on ANF

Q: Hi 5I
Further to my earlier question, I see that ANF has already reported so how did the earnings look going forward.. And if owned would you continue to hold

Upvote 1

Read Answer Asked by jim on March 08, 2024

• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.27B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 23.25X Cap: $4.50B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $738.88)
  • $738.88 P/E (TTM): 186.7X Cap: $59.61B
  • View AXON Profile
  • View Questions on AXON
• ADF Group Inc. Subordinate Voting Shares (DRX $7.25)
  • $7.25 P/E (TTM): 6.15X Cap: $197M
  • View DRX Profile
  • View Questions on DRX

Q: I know it's apples to oranges but here goes. Leaning more towards growth, which of these have more growth and why.

1- Between CROX and AXON which one?
2- Between WELL and DRX which one?

5 year hold minimum.

Thanks

Upvote 8

Read Answer Asked by Marco on March 08, 2024

• Super Micro Computer Inc. (SMCI $50.37)
  • $50.37 P/E (TTM): 31.17X Cap: $31.31B
  • View SMCI Profile
  • View Questions on SMCI
• Tennant Company (TNC $80.09)
  • $80.09 P/E (TTM): 25.28X Cap: $1.49B
  • View TNC Profile
  • View Questions on TNC
• U-Haul Holding Co Com (UHAL $52.60)
  • $52.60 P/E (TTM): 21.75X Cap: $10.31B
  • View UHAL Profile
  • View Questions on UHAL
• Rogers Corporation (ROG $88.27)
  • $88.27 Cap: $1.56B
  • View ROG Profile
  • View Questions on ROG
• J & J Snack Foods Corp. (JJSF $87.01)
  • $87.01 P/E (TTM): 21.09X Cap: $1.77B
  • View JJSF Profile
  • View Questions on JJSF
• Madison Square Garden Sports Corp. Class A (New) (MSGS $224.77)
  • $224.77 Cap: $5.39B
  • View MSGS Profile
  • View Questions on MSGS
• Madrigal Pharmaceuticals Inc. (MDGL $427.52)
  • $427.52 Cap: $9.39B
  • View MDGL Profile
  • View Questions on MDGL

Q: I bought SMCI just before the latest earnings, one reason for the purchase was the low share count. I have done well with that criteria in the past. Are there any compelling buys in companies with that feature Canada or US? Can you list the top 10 picks any sector. Please take as many credits as you wish. Thanks, Wayne.

Upvote 5

Read Answer Asked by Wayne on March 08, 2024

• Aecon Group Inc. (ARE $32.18)
  • $32.18 P/E (TTM): 83.46X Cap: $1.89B
  • View ARE Profile
  • View Questions on ARE

Q: I have held ARE.CA for some time. Is this a good time to sell and move elsewhere?

Upvote 4

Read Answer Asked by Susan on March 08, 2024

• Morgan Stanley (MS $165.26)
  • $165.26 P/E (TTM): 18.69X Cap: $261.84B
  • View MS Profile
  • View Questions on MS

Q: MS

Stock dropped Any reason for drop/. Thanks RAK

Upvote 2

Read Answer Asked by bob on March 08, 2024

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Why the 10 % change today for Nuvei?

Upvote 2

Read Answer Asked by Valerie on March 08, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.17)
  • $116.17 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV

Q: Some time back, you mentioned a cash ETF that does not ay a distribution until the position is sold. Do you have the ticker for this one? Would they payments eventually be taxed as capital gains or interest income

Upvote 3

Read Answer Asked by Maureen on March 08, 2024

• Aris Water Solutions Inc. Class A (ARIS $23.69)
  • $23.69 P/E (TTM): 27.92X Cap: $1.40B
  • View ARIS Profile
  • View Questions on ARIS

Q: A while back I asked about your top picks in the water solutions space, and I recently came across this new one. It's quite small, and seems focused on the Oil and Gas sector. Could you give me your thoughts on it as a small cap hidden gem? How does it compare to a company like HPS in terms of its growth phase?

Upvote 2

Read Answer Asked by Thomas on March 08, 2024

• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $50.04)
  • $50.04 P/E (TTM): 14.78X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Out of NVO and LLY, which one would own today over a 3-year period? What kind of gains can we expect over that period?

Upvote 2

Read Answer Asked by V on March 08, 2024

• Novo Nordisk A/S (NVO $50.04)
  • $50.04 P/E (TTM): 14.78X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Is this a buy for a 3 year horizon , growth oriented
Many thanks

Upvote 5

Read Answer Asked by Peter on March 07, 2024

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: If CSU owns about 50% of TOI, do they also get 50% of the total special dividend being paid out (as cash)?

Upvote 7

Read Answer Asked by Mike on March 07, 2024

• Pet Valu Holdings Ltd. (PET $34.69)
  • $34.69 P/E (TTM): 26.93X Cap: $2.36B
  • View PET Profile
  • View Questions on PET

Q: Hello
Could you comment on Pet Value earnings?
Thank you very much.
Stephane

Upvote 3

Read Answer Asked by Stephane on March 07, 2024