Investment Q&A

• CME Group Inc. (CME $264.16)
  • $264.16 P/E (TTM): 25.73X Cap: $95.25B
  • View CME Profile
  • View Questions on CME
• Nasdaq Inc. (NDAQ $86.39)
  • $86.39 P/E (TTM): 30.42X Cap: $49.32B
  • View NDAQ Profile
  • View Questions on NDAQ
• Visa Inc. (V $336.90)
  • $336.90 P/E (TTM): 33.28X Cap: $653.56B
  • View V Profile
  • View Questions on V
• Royal Bank of Canada (RY $207.22)
  • $207.22 P/E (TTM): 15.54X Cap: $291.14B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $115.18)
  • $115.18 P/E (TTM): 9.72X Cap: $196.63B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $92.36)
  • $92.36 P/E (TTM): 17.69X Cap: $114.67B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $175.49)
  • $175.49 P/E (TTM): 14.48X Cap: $125.70B
  • View BMO Profile
  • View Questions on BMO
• Manulife Financial Corporation (MFC $46.42)
  • $46.42 P/E (TTM): 14.35X Cap: $78.84B
  • View MFC Profile
  • View Questions on MFC
• Power Corporation of Canada Subordinate Voting Shares (POW $66.30)
  • $66.30 P/E (TTM): 15.53X Cap: $42.51B
  • View POW Profile
  • View Questions on POW
• Cboe Global Markets Inc. (CBOE $246.92)
  • $246.92 P/E (TTM): 26.41X Cap: $25.83B
  • View CBOE Profile
  • View Questions on CBOE
• Tradeweb Markets Inc. (TW $105.33)
  • $105.33 P/E (TTM): 36.09X Cap: $24.92B
  • View TW Profile
  • View Questions on TW
• Brookfield Corporation Class A Limited Voting Shares (BN $64.62)
  • $64.62 P/E (TTM): 107.18X Cap: $144.97B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.43)
  • $76.43 P/E (TTM): 36.83X Cap: $125.17B
  • View BAM Profile
  • View Questions on BAM

Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you

Upvote 6

Read Answer Asked by DAVID on March 19, 2024

Q: Macro Markets Models
What is the estimated time frame for the Macro markets values turn to negative or positive from historical perspective?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on March 18, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.00)
  • $215.00 P/E (TTM): 31.66X Cap: $2.55B
  • View HPS.A Profile
  • View Questions on HPS.A
• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $232M
  • View GRID Profile
  • View Questions on GRID

Q: Hi

Two questions

.1. Is there any chance of HPS.A being bought out?

2. Jason Donville mentioned on BNN that he sold HPS.A, but owns GRID for the long
term. What is your thinking of this stock?

Thank you and have a nice week.

Mike

Upvote 5

Read Answer Asked by Mike on March 18, 2024

• Dollarama Inc. (DOL $182.60)
  • $182.60 P/E (TTM): 40.33X Cap: $50.46B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $267.70)
  • $267.70 P/E (TTM): 43.63X Cap: $34.94B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Toromont Industries Ltd. (TIH $165.91)
  • $165.91 P/E (TTM): 28.46X Cap: $13.50B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• ATS Corporation (ATS $37.93)
  • $37.93 Cap: $3.70B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Kinaxis Inc. (KXS $170.36)
  • $170.36 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Thank you.

Howard

Upvote 12

Read Answer Asked by Howard on March 18, 2024

• Ulta Beauty Inc. (ULTA $517.43)
  • $517.43 P/E (TTM): 19.96X Cap: $23.20B
  • View ULTA Profile
  • View Questions on ULTA

Q: Thoughts on ULTAs recent quarter?

Upvote 2

Read Answer Asked by David on March 18, 2024

• Evertz Technologies Limited (ET $12.66)
  • $12.66 P/E (TTM): 16.02X Cap: $954M
  • View ET Profile
  • View Questions on ET

Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Upvote 5

Read Answer Asked by Robert on March 18, 2024

Q: can you tell me where i could find out where the canada pension fund, omers, and teachers fund invest in equities. are they up to date?

Upvote 1

Read Answer Asked by hans on March 18, 2024

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
  • View LICY Profile
  • View Questions on LICY

Q: May I please have your insight into the recent news regarding Glencore purchasing $75,000,000 worth of convertible notes in Li-cycle holdings.
Does this make you any more interested in the stock or is it still too early as an investment?
Thanks!

Upvote 1

Read Answer Asked by Brian on March 18, 2024

• The Boeing Company (BA $204.55)
  • $204.55 Cap: $155.47B
  • View BA Profile
  • View Questions on BA

Q: Seems like every Airline Issue names Boeing as the problem . With Travel demand ageing fleets and only 2 Airline Companies is there opportunity here ?

Many Thanks

Greg

Upvote 2

Read Answer Asked by Greg on March 18, 2024

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

Q: Hello Peter,

With the bitcoin halving, the operating profits decrease for the miners but the price of the product increases. As well, the asset value of their inventory increases.
Smaller miners get squeezed out? Sell the smaller miners or wait for them to be bought out at a premium ?
In what proportion would you invest in bitcoin etf and bitcoin miners?
Would you suggest holding a full position in bitcoin and the miners?
Too many questions but I look forward to you helping me sort it out.
Regards
Rajiv

Upvote 2

Read Answer Asked by Rajiv on March 18, 2024

• Eli Lilly and Company (LLY $896.53)
  • $896.53 P/E (TTM): 42.21X Cap: $847.56B
  • View LLY Profile
  • View Questions on LLY

Q: Hi 5i team,
Can you please help me understand the difference between LLY on the NYSE and LLY on CBOE Canada. The stock price difference is like $28 v $748 which makes me think that I am not looking at the same company. Please enlighten me!

Thanks for your assistance,
Paula

Upvote 1

Read Answer Asked by Paula on March 18, 2024

• NexGen Energy Ltd. (NXE $12.85)
  • $12.85 Cap: $7.34B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $141.77)
  • $141.77 P/E (TTM): 116.54X Cap: $61.71B
  • View CCO Profile
  • View Questions on CCO

Q: What are your thoughts on the demand and price of uranium going forward?
If positive how would you suggest that I might invest for a 10 year hold in a registered acct?

Upvote 4

Read Answer Asked by Tim on March 18, 2024

Q: Wednesday morning cibc investors Edge was plagued with issues. The app was spitting out system errors.

Any one else have issues? Sadly on one of my trades I chose the wrong currency with all the errors on my screen, hard to keep everything straight.

Called cibc. They verified system issues, though they had less sympathy for my mistake while their system was coughing up furballs.

Are their any online brokers that are bullet proof ?

Upvote 1

Read Answer Asked by Mark on March 18, 2024

• Microsoft Corporation (MSFT $517.03)
  • $517.03 P/E (TTM): 36.83X Cap: $3.84T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $206.88)
  • $206.88 P/E (TTM): 57.69X Cap: $5.02T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,584.85)
  • $3,584.85 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $124.03)
  • $124.03 P/E (TTM): 52.3X Cap: $10.65B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.96)
  • $242.96 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $90.73)
  • $90.73 Cap: $9.64B
  • View ESTC Profile
  • View Questions on ESTC
• CrowdStrike Holdings Inc. (CRWD $551.92)
  • $551.92 Cap: $138.50B
  • View CRWD Profile
  • View Questions on CRWD
• Docebo Inc. (DCBO $35.92)
  • $35.92 P/E (TTM): 35.83X Cap: $1.03B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $68.38)
  • $68.38 P/E (TTM): 33.22X Cap: $6.04B
  • View FOUR Profile
  • View Questions on FOUR
• Lumine Group Inc. (LMN $32.38)
  • $32.38 P/E (TTM): 125.81X Cap: $8.30B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextracker Inc. (NXT $101.50)
  • $101.50 P/E (TTM): 26.29X Cap: $15.06B
  • View NXT Profile
  • View Questions on NXT

Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Amazon.com Inc. (AMZN $254.00)
  • $254.00 P/E (TTM): 37.23X Cap: $2.71T
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG $5,030.55)
  • $5,030.55 P/E (TTM): 33.08X Cap: $162.15B
  • View BKNG Profile
  • View Questions on BKNG
• Alimentation Couche-Tard Inc. (ATD $69.61)
  • $69.61 P/E (TTM): 18.77X Cap: $65.47B
  • View ATD Profile
  • View Questions on ATD
• Ulta Beauty Inc. (ULTA $517.43)
  • $517.43 P/E (TTM): 19.96X Cap: $23.20B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $100.31)
  • $100.31 P/E (TTM): 40.99X Cap: $11.56B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Crocs Inc. (CROX $81.16)
  • $81.16 P/E (TTM): 26.61X Cap: $4.21B
  • View CROX Profile
  • View Questions on CROX
• Boyd Group Services Inc. (BYD $224.71)
  • $224.71 P/E (TTM): 432.03X Cap: $4.82B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024

• Metro Inc. (MRU $93.45)
  • $93.45 P/E (TTM): 20.24X Cap: $20.32B
  • View MRU Profile
  • View Questions on MRU
• Empire Company Limited Non-Voting Class A Shares (EMP.A $48.20)
  • $48.20 P/E (TTM): 15.94X Cap: $11.15B
  • View EMP.A Profile
  • View Questions on EMP.A
• North West Company Inc. (The) (NWC $45.57)
  • $45.57 P/E (TTM): 16.08X Cap: $2.17B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Empire is hitting new 52 week lows, is it a buy at here levels? Would you recommend this as buy for a consumer staple holding?

DON

Upvote 4

Read Answer Asked by Donald on March 18, 2024

• Parkland Corporation (PKI $39.98)
  • $39.98 P/E (TTM): 21.03X Cap: $6.97B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
  • View ATD.A Profile
  • View Questions on ATD.A

Q: Peter; Not sure if you’re aware that PKI is running an ad here (BC) asking for bids on 157 of their convenience/gas stores across Canada. Maybe ATD is weak because they’re planning a bid and might need to raise money.
Rod

Upvote 5

Read Answer Asked by Rodney on March 18, 2024

• BRP Inc. Subordinate Voting Shares (DOO $87.62)
  • $87.62 Cap: $6.39B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: DOO is down 18% in my portfolio. I expect(ed?) to hold it for 6-8 years. I am considering increasing position size (portfolio decision). How does 5i view such a move?
Thank you

Upvote 2

Read Answer Asked by Trevor on March 18, 2024

• McCoy Global Inc. (MCB $3.46)
  • $3.46 P/E (TTM): 14.37X Cap: $92M
  • View MCB Profile
  • View Questions on MCB
  • View Reports on MCB

Q: comments please on MCB recent earnings and dividend increase.
thank you

Upvote 1

Read Answer Asked by howard on March 18, 2024

• iShares MSCI Europe IMI Index ETF (XEU $36.78)
  • $36.78 P/E (TTM): 10.95X Cap: $592M
  • View XEU Profile
  • View Questions on XEU
• SPDR EURO Stoxx 50 ETF (FEZ $62.54)
  • $62.54 P/E (TTM): 52.91X Cap: $4.72B
  • View FEZ Profile
  • View Questions on FEZ

Q: Hi Team,
I am looking to invest in Europe for the first time in a few years. I have held XEU and FEZ. The biggest difference between them seems to be that FEZ includes only 50 large stocks (ASML is 10%) and excludes the UK. Over the last 6 months, XEU has begun to outpace FEZ. Which one do you prefer for a new position? Or would you suggest splitting the investment into both?

Upvote 2

Read Answer Asked by Ken on March 18, 2024