Investment Q&A

• Vertiv Holdings LLC Class A (VRT $138.76)
  • $138.76 P/E (TTM): 82.32X Cap: $53.53B
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Q: Dear Peter et al:

I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.

The question is two fold:

1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?

2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?

3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?

Many thanks in advance.

Upvote 6

Read Answer Asked by Savalai on July 23, 2024

• BMO Equal Weight Utilities Index ETF (ZUT $24.48)
  • $24.48 P/E (TTM): 38.82X Cap: $724M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.73)
  • $30.73 P/E (TTM): 42.71X Cap: $321M
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• Utilities Select Sector SPDR ETF (XLU $86.39)
  • $86.39 P/E (TTM): 53.31X Cap: $21.39B
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• Vanguard Utilities ETF (VPU $186.74)
  • $186.74 P/E (TTM): 42.14X Cap: $7.05B
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• iShares U.S. Utilities ETF (IDU $110.03)
  • $110.03 P/E (TTM): 21.24X Cap: $1.50B
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• Hamilton Enhanced Utilities ETF (HUTS $13.35)
  • $13.35 P/E (TTM): 20.6X Cap: $146M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $291.37)
  • $291.37 P/E (TTM): 14.2X Cap: $817.77B
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• Eli Lilly and Company (LLY $765.95)
  • $765.95 P/E (TTM): 62.03X Cap: $728.80B
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• Uber Technologies Inc. (UBER $89.39)
  • $89.39 P/E (TTM): 15.22X Cap: $184.92B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $30.91B
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• Celestica Inc. (CLS $196.51)
  • $196.51 P/E (TTM): 43.72X Cap: $22.59B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.50B
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• Enbridge Inc (ENB $46.74)
  • $46.74 P/E (TTM): 23.56X Cap: $101.63B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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• TC Energy Corporation (TRP $67.42)
  • $67.42 P/E (TTM): 15.86X Cap: $69.38B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $7.06)
  • $7.06 P/E (TTM): 2.51X Cap: $229M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.52X Cap: $3.01T
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• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOGL $194.67)
  • $194.67 P/E (TTM): 21.11X Cap: $2.35T
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $477.00)
  • $477.00 P/E (TTM): 70.73X Cap: $173.27B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• iShares Russell 2000 Growth ETF (IWO $292.98)
  • $292.98 P/E (TTM): 4.55X Cap: $11.73B
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• iShares Russell 2000 ETF (IWM $220.85)
  • $220.85 P/E (TTM): 32.1X Cap: $60.68B
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• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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• iShares Core S&P Small-Cap ETF (IJR $110.82)
  • $110.82 P/E (TTM): 34.78X Cap: $80.16B
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• iShares Russell 2000 Value ETF (IWN $160.99)
  • $160.99 P/E (TTM): 24.8X Cap: $10.77B
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• Boyd Group Services Inc. (BYD $190.00)
  • $190.00 P/E (TTM): 222.77X Cap: $4.06B
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• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.58)
  • $92.58 P/E (TTM): 234.96X Cap: $148.46B
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• ISHARES TRUST (IJT $134.37)
  • $134.37 P/E (TTM): 40.43X Cap: $6.01B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $11.64)
  • $11.64 P/E (TTM): 11.03X Cap: $7.43B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024