Investment Q&A

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.57)
  • $44.57 P/E (TTM): 79.75X Cap: $21.79B
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Q: Any concerns with the issues surrounding copper production currently and going forward. Thinking of taking profits on this one.

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Read Answer Asked by Greg on July 30, 2023

• AirBoss of America Corp. (BOS $5.20)
  • $5.20 Cap: $142M
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Q: With the recent sell off is this time to move on with BOS?

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Read Answer Asked by Dean on July 30, 2023

• Linamar Corporation (LNR $72.70)
  • $72.70 P/E (TTM): 16.61X Cap: $4.38B
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• Magna International Inc. (MG $61.77)
  • $61.77 P/E (TTM): 10.35X Cap: $17.47B
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Q: Would you be a buyer of Linamar today or still prefer to own Magna?
Thanks

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Read Answer Asked on July 30, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $76.76)
  • $76.76 P/E (TTM): 37.47X Cap: $8.81B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.36)
  • $15.36 P/E (TTM): 82.74X Cap: $1.49B
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Q: Both Aritzia and Canada Goose have seen a drop in their share prices recently. I am interested in investing in one of them for the long term. Which one do you think has a better growth potential and why?

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Read Answer Asked by Esther on July 30, 2023

• BRP Inc. Subordinate Voting Shares (DOO $79.49)
  • $79.49 Cap: $5.81B
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• Boyd Group Services Inc. (BYD $211.76)
  • $211.76 P/E (TTM): 225.99X Cap: $4.54B
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Q: Which company do you have more confidence in for capital preservation? thanks.

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Read Answer Asked by Cheryl on July 30, 2023

• Alphabet Inc. (GOOG $203.82)
  • $203.82 P/E (TTM): 21.77X Cap: $2.46T
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• Intuitive Surgical Inc. (ISRG $477.08)
  • $477.08 P/E (TTM): 66.6X Cap: $171.02B
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• NVIDIA Corporation (NVDA $182.02)
  • $182.02 P/E (TTM): 59.08X Cap: $4.44T
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• TFI International Inc. (TFII $124.42)
  • $124.42 P/E (TTM): 20.51X Cap: $10.62B
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• Lumine Group Inc. (LMN $46.62)
  • $46.62 Cap: $11.96B
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Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

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Read Answer Asked by Mahendiali on July 30, 2023

• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $145.14B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $259.17B
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• Tamarack Valley Energy Ltd. (TVE $5.30)
  • $5.30 P/E (TTM): 11.47X Cap: $2.68B
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Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.

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Read Answer Asked by Christine on July 30, 2023

• TELUS International (Cda) Inc. Subordinate (TIXT $3.87)
  • $3.87 Cap: $1.06B
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Q: hello
Per Chris s July 27 question and a fellow 5i member also at a substantial loss to date - does any of the respective 5iii analysts in fact own these positions also ?
* There was no disclaimer in your answer.

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Read Answer Asked by Brant on July 30, 2023

• Alphabet Inc. (GOOG $203.82)
  • $203.82 P/E (TTM): 21.77X Cap: $2.46T
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• Microsoft Corporation (MSFT $522.48)
  • $522.48 P/E (TTM): 38.8X Cap: $3.88T
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• Berkshire Hathaway Inc. (BRK.B $479.22)
  • $479.22 P/E (TTM): 16.12X Cap: $1.02T
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Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.

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Read Answer Asked by Bruce on July 30, 2023

• Agnico Eagle Mines Limited (AEM $183.39)
  • $183.39 P/E (TTM): 41.67X Cap: $92.19B
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Q: Hello 5i
Please share with us your views on the quarter.

Tia!

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Read Answer Asked by Kat on July 28, 2023

• AbbVie Inc. (ABBV $204.68)
  • $204.68 P/E (TTM): 84.89X Cap: $361.57B
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Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L

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Read Answer Asked by Paul on July 28, 2023

• Lennox International Inc. (LII $599.16)
  • $599.16 P/E (TTM): 25.25X Cap: $21.48B
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Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

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Read Answer Asked by Brian on July 28, 2023

• Gibraltar Industries Inc. (ROCK $61.62)
  • $61.62 P/E (TTM): 14.8X Cap: $1.71B
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Q: Hello,

Can I please get your opinion of Gibraltar Industries (ROCK). Thanks

Dave

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Read Answer Asked by David on July 28, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.00)
  • $42.00 P/E (TTM): 60.0X Cap: $6.89B
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• Granite Real Estate Investment Trust (GRT.UN $78.46)
  • $78.46 P/E (TTM): 20.25X Cap: $4.73B
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• InterRent Real Estate Investment Trust (IIP.UN $13.33)
  • $13.33 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.15)
  • $12.15 P/E (TTM): 25.4X Cap: $3.55B
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• Real Matters Inc. (REAL $5.80)
  • $5.80 P/E (TTM): 199.28X Cap: $430M
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Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

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Read Answer Asked by Alexandra on July 28, 2023

• Alphabet Inc. (GOOG $203.82)
  • $203.82 P/E (TTM): 21.77X Cap: $2.46T
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• Intuit Inc. (INTU $710.64)
  • $710.64 P/E (TTM): 58.01X Cap: $198.23B
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• Salesforce Inc. (CRM $233.37)
  • $233.37 P/E (TTM): 36.25X Cap: $223.10B
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• Intercontinental Exchange Inc. (ICE $182.68)
  • $182.68 P/E (TTM): 35.07X Cap: $103.84B
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• Fortinet Inc. (FTNT $77.25)
  • $77.25 P/E (TTM): 32.29X Cap: $59.19B
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• Palo Alto Networks Inc. (PANW $173.55)
  • $173.55 P/E (TTM): 100.23X Cap: $115.72B
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• S&P Global Inc. (SPGI $564.15)
  • $564.15 P/E (TTM): 43.0X Cap: $172.23B
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• MSCI Inc. (MSCI $565.72)
  • $565.72 P/E (TTM): 36.46X Cap: $43.76B
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Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

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Read Answer Asked by Tamara on July 28, 2023

• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 16.92X Cap: $73.55B
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Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

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Read Answer Asked by Dean on July 28, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.30)
  • $38.30 P/E (TTM): 23.33X Cap: $10.41B
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• Methanex Corporation (MX $47.01)
  • $47.01 P/E (TTM): 9.63X Cap: $3.16B
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• FirstService Corporation (FSV $275.87)
  • $275.87 P/E (TTM): 62.66X Cap: $12.51B
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Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

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Read Answer Asked by Margot on July 28, 2023

• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 16.92X Cap: $73.55B
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Q: The splitting into gas and liquids components is not impressing the market, seems more like shuffling the deck chairs. I've owned TRP for many years at a good profit which has now become a small loss and am considering selling. Any sage advice?

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Read Answer Asked by richard on July 28, 2023

• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 16.92X Cap: $73.55B
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Q: This company is in a free fall. Is it a good time to get in?

Great yield.

TY

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Read Answer Asked by Gerald on July 28, 2023

• FirstService Corporation (FSV $275.87)
  • $275.87 P/E (TTM): 62.66X Cap: $12.51B
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Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. Thank You.

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Read Answer Asked by Brian on July 28, 2023