Investment Q&A

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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Q: Could you please provide your analysis of their latest quarterly results? Do you believe their valuation is still attractive and would you endorse an initial position in a TFSA account?
Thanks for your excellent insights!

Upvote 2

Read Answer Asked by Thomas on May 10, 2024

• Definity Financial Corporation (DFY $71.62)
  • $71.62 P/E (TTM): 21.53X Cap: $8.25B
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Q: Hi 5i, tiss the season, pls opine on quarter results, forward guidance, and any revisions to consensus FY24 and F25. Thx.

Upvote 4

Read Answer Asked by Christopher on May 10, 2024

• Pan American Silver Corp. (PAAS $43.31)
  • $43.31 P/E (TTM): 36.79X Cap: $15.70B
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Q: Your opinion on PAAS after the results please? Buy/Sell/Hold. Thanks.

Upvote 1

Read Answer Asked by Charles on May 10, 2024

• Medicenna Therapeutics Corp. (MDNA $1.07)
  • $1.07 Cap: $83M
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• Sweetgreen Inc. Class A (SG $9.28)
  • $9.28 Cap: $1.13B
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Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on May 10, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.01)
  • $126.01 P/E (TTM): 19.83X Cap: $1.52B
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• Propel Holdings Inc. (PRL $32.05)
  • $32.05 P/E (TTM): 17.44X Cap: $1.27B
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Q: 1) Is Propel Holdings a buy at present price?
2) Which is a better buy: Propel Holdings or Hammond Power?

Always appreciate your service.

Thank you

Howard

Upvote 21

Read Answer Asked by Howard on May 10, 2024

• Dollarama Inc. (DOL $192.36)
  • $192.36 P/E (TTM): 43.7X Cap: $53.57B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.22)
  • $166.22 P/E (TTM): 15.99X Cap: $9B
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Q: Hi folks,
I currently hold CTC.A in my TFSA and just breaking even. I am thinking of switching to DOL. May I have your opinion as to which company you think would have the best growth profile going forward.
Thanks

Upvote 3

Read Answer Asked by JOHN on May 10, 2024

• Monster Beverage Corporation (MNST $64.51)
  • $64.51 P/E (TTM): 42.13X Cap: $62.63B
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• PepsiCo Inc. (PEP $149.33)
  • $149.33 P/E (TTM): 26.75X Cap: $203.47B
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• Celsius Holdings Inc. (CELH $57.39)
  • $57.39 P/E (TTM): 165.82X Cap: $14.61B
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Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Upvote 9

Read Answer Asked by ANTONY on May 10, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.14)
  • $12.14 P/E (TTM): 25.4X Cap: $3.55B
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Q: Comments on the quarter?

Upvote 3

Read Answer Asked by Kelly on May 10, 2024

• Arm Holdings plc (ARM $140.30)
  • $140.30 P/E (TTM): 189.85X Cap: $148.87B
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Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Upvote 2

Read Answer Asked by jim on May 09, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $90.03)
  • $90.03 P/E (TTM): 234.26X Cap: $135.53B
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Q: Hi 5i, could I have your opinion on their 1st quarter results just released this morning, and forward concensus of FY24 and FY25 eps. Thx as usual!

Upvote 15

Read Answer Asked by Christopher on May 09, 2024

• Pine Cliff Energy Ltd. (PNE $0.63)
  • $0.63 Cap: $229M
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• Dundee Precious Metals Inc. (DPM $24.44)
  • $24.44 P/E (TTM): 12.18X Cap: $4.04B
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Q: Hello
Your thoughts on earnings for these two please. Hold em?

Upvote 4

Read Answer Asked by Dave on May 09, 2024

• iShares S&P/TSX Capped Financials Index ETF (XFN $66.92)
  • $66.92 P/E (TTM): 2.69X Cap: $1.69B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.43)
  • $24.43 P/E (TTM): 40.82X Cap: $721M
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Q: I've got 5 years left before retirement, and I want to slowly roll my RRSP from equities to etf's over the 5 years. This year I'd like to buy a few that will have growth over the coming 5 years, thinking of beaten-up sectors like telco's and banks - do you think they have a runway for a 5-year plus hold (also thinking they have a good dividend, jumping in now), and what which etf's would you suggest if you agree with these sectors, or in other sectors. Thanks!

Upvote 5

Read Answer Asked by Kim on May 09, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.30)
  • $5.30 Cap: $1.46B
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Q: What is your assessment of TIXT latest earnings. Why is there such a strong negative market reaction?

Upvote 4

Read Answer Asked by Irwin on May 09, 2024

• Sylogist Ltd. (SYZ $7.93)
  • $7.93 Cap: $188M
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Q: Thoughts on the quarter please?

Upvote 3

Read Answer Asked by blake on May 09, 2024

• Sylogist Ltd. (SYZ $7.93)
  • $7.93 Cap: $188M
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Q: Of the covered call funds which ones do you like the best? Canadian only.thanks Larry

Upvote 1

Read Answer Asked by Larry on May 09, 2024

• Medical Properties Trust Inc. (MPW $4.10)
  • $4.10 Cap: $2.49B
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Q: thoughts on earnings

Upvote 1

Read Answer Asked by cliff on May 09, 2024

• WSP Global Inc. (WSP $278.33)
  • $278.33 P/E (TTM): 46.04X Cap: $36.43B
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Q: Could I please have your comments on WSP quarterly results?

Thanks

Dave.

Upvote 7

Read Answer Asked by David on May 09, 2024

• Hamilton Enhanced U.S. Covered Call ETF (HYLD.U $14.71)
  • $14.71 P/E (TTM): 65.57X Cap: $65M
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Q: In my taxed investment account I’m looking to increase my USD monthly income. I have Canadian banks, utilities, telecoms in USD so I receive their dividends in USD’s. What do you think about adding a covered call like HYLD.u or other? (prefer to avoid withholding tax). Thx!

Upvote 4

Read Answer Asked by Dan on May 09, 2024

• Saturn Oil & Gas Inc. (SOIL $2.50)
  • $2.50 P/E (TTM): 2.89X Cap: $491M
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Q: How do view Saturn Oil and Gas right now with the stock trading near a 52 week low and the company announcing an accretive asset acquisition in Sask?

(I'm thinking they bought up the CPG divested assets that were also just announced?)

A $100MLN bought deal was announced in the same release but I didn't catch the price/share??

Thnx
Dave

Upvote 1

Read Answer Asked by David on May 09, 2024

• Celsius Holdings Inc. (CELH $57.39)
  • $57.39 P/E (TTM): 165.82X Cap: $14.61B
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Q: Hey thanks for suggesting this name - I bought it yesterday when it fell and boy is it ripping today. Looks like a future Monster Beverage type of stock. Thanks.

Upvote 4

Read Answer Asked by Jason on May 09, 2024