Investment Q&A

• Granite Real Estate Investment Trust (GRT.UN $78.29)
  • $78.29 P/E (TTM): 38.1X Cap: $4.74B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.12)
  • $12.12 P/E (TTM): 28.09X Cap: $3.55B
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Q: Could I get your top two picks in the CDN industrial REIT space? Looking for share price appreciation potential over yield.

Upvote 6

Read Answer Asked by Robert on January 04, 2024

• Toronto-Dominion Bank (The) (TD $126.75)
  • $126.75 P/E (TTM): 10.62X Cap: $216.38B
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• Bank of Nova Scotia (The) (BNS $100.55)
  • $100.55 P/E (TTM): 24.61X Cap: $124.84B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.32)
  • $125.32 P/E (TTM): 16.98X Cap: $27.46B
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• Dollarama Inc. (DOL $199.82)
  • $199.82 P/E (TTM): 44.74X Cap: $55.22B
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• Intact Financial Corporation (IFC $281.21)
  • $281.21 P/E (TTM): 23.55X Cap: $50B
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• Docebo Inc. (DCBO $30.20)
  • $30.20 P/E (TTM): 29.32X Cap: $867M
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
  • $62.39 P/E (TTM): 91.28X Cap: $140.08B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.28)
  • $73.28 P/E (TTM): 33.39X Cap: $118.03B
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Q: Hi Team,
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,

Shane

Upvote 30

Read Answer Asked by Shane on January 04, 2024

• Dollarama Inc. (DOL $199.82)
  • $199.82 P/E (TTM): 44.74X Cap: $55.22B
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• North West Company Inc. (The) (NWC $49.01)
  • $49.01 P/E (TTM): 16.42X Cap: $2.33B
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• Alimentation Couche-Tard Inc. (ATD $73.08)
  • $73.08 P/E (TTM): 19.07X Cap: $67.65B
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• Leon's Furniture Limited (LNF $28.87)
  • $28.87 P/E (TTM): 11.39X Cap: $1.98B
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Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?

Upvote 6

Read Answer Asked by Jacques on January 04, 2024

Q: 5I Team,

Happy New Year!

What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?

Thanks

Upvote 1

Read Answer Asked by Scott on January 04, 2024

• Topicus.com Inc. (TOI $125.68)
  • $125.68 P/E (TTM): 1027.95X Cap: $10.46B
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.

Upvote 14

Read Answer Asked by Harpinder on January 04, 2024

• Dollarama Inc. (DOL $199.82)
  • $199.82 P/E (TTM): 44.74X Cap: $55.22B
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• Tourmaline Oil Corp. (TOU $62.52)
  • $62.52 P/E (TTM): 18.07X Cap: $24.19B
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• Premium Brands Holdings Corporation (PBH $97.54)
  • $97.54 P/E (TTM): 65.46X Cap: $4.29B
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $71.54)
  • $71.54 P/E (TTM): 26.75X Cap: $565M
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• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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• Lumine Group Inc. (LMN $27.19)
  • $27.19 P/E (TTM): 107.74X Cap: $6.97B
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Q: Hi group Happy new year to all. Can yo give me your top picks (stocks or etfs) in the following sectors and a brief comment + good entry price pays Strong dividend US or CAD

Financials - I Own GSY TD, FFH, BN, BAM

Energy - I own ARC, ENB, F, NRGI

Healthcare - BIO TECH - I have no exposure but like CVS at present levels

Consumer staples - L, WMT, Cost,

Tech- QQQ, Apple, MSFT, AMZ, GOOG

Consumer discretionary - QSR,ATD,MCDS, ATZ

Upvote 17

Read Answer Asked by Terence on January 04, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $49.19)
  • $49.19 P/E (TTM): 15.79X Cap: $43M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.66)
  • $79.66 P/E (TTM): 54.66X Cap: $724M
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• State Street Technology Select Sector SPDR ETF (XLK $142.30)
  • $142.30 P/E (TTM): 37.59X Cap: $91.94B
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• Blockchain Technologies ETF (HBLK $21.77)
  • $21.77 P/E (TTM): 23.01X Cap: $21M
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• State Street Communication Services Select Sector SPDR ETF (XLC $116.57)
  • $116.57 P/E (TTM): 17.97X Cap: $26.70B
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• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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• TD Global Technology Leaders Index ETF (TEC $52.59)
  • $52.59 P/E (TTM): 31.22X Cap: $3.41B
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• SPDR Dow Jones Industrial Average ETF (DIA $485.17)
  • $485.17 P/E (TTM): 21.29X Cap: $43.80B
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Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you

Upvote 3

Read Answer Asked by Don on January 04, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.22)
  • $220.22 P/E (TTM): 144.0X Cap: $286.56B
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• Lumine Group Inc. (LMN $27.19)
  • $27.19 P/E (TTM): 107.74X Cap: $6.97B
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Q: I realize it's a very short time frame, but do you think Lumine would have more upside potential than Shopify over a six-minth period, thanks?

Upvote 7

Read Answer Asked by Pat on January 04, 2024

• Lockheed Martin Corporation (LMT $484.42)
  • $484.42 P/E (TTM): 26.74X Cap: $112.09B
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• Northrop Grumman Corporation (NOC $575.79)
  • $575.79 P/E (TTM): 20.49X Cap: $82.17B
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• AeroVironment Inc. (AVAV $235.32)
  • $235.32 Cap: $11.74B
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• Kratos Defense & Security Solutions Inc. (KTOS $74.26)
  • $74.26 P/E (TTM): 584.31X Cap: $12.53B
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• L3Harris Technologies Inc. (LHX $288.53)
  • $288.53 P/E (TTM): 30.82X Cap: $53.97B
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• RTX Corporation (RTX $182.11)
  • $182.11 P/E (TTM): 36.69X Cap: $244.16B
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Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks

Upvote 8

Read Answer Asked by sam on January 04, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $7.27)
  • $7.27 P/E (TTM): 25.89X Cap: $1.44B
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• Leon's Furniture Limited (LNF $28.87)
  • $28.87 P/E (TTM): 11.39X Cap: $1.98B
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• Tamarack Valley Energy Ltd. (TVE $7.71)
  • $7.71 Cap: $388M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Galaxy Digital Inc. Class A common stock (GLXY $33.82)
  • $33.82 Cap: $13.21B
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• Titanium Transportation Group Inc. (TTNM $1.50)
  • $1.50 Cap: $69M
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• Lumine Group Inc. (LMN $27.19)
  • $27.19 P/E (TTM): 107.74X Cap: $6.97B
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Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,

Upvote 9

Read Answer Asked by Henry on January 04, 2024

• Bristol-Myers Squibb Company (BMY $54.29)
  • $54.29 P/E (TTM): 17.65X Cap: $110.52B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nutrien Ltd. (NTR $85.16)
  • $85.16 P/E (TTM): 51.03X Cap: $41.16B
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• Medical Properties Trust Inc. (MPW $5.04)
  • $5.04 Cap: $3.03B
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• Coinbase Global Inc (COIN $250.42)
  • $250.42 P/E (TTM): 23.14X Cap: $67.52B
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Q: Would you buy these stocks now and in what order?

Thanks,
Milan

Upvote 4

Read Answer Asked by Milan on January 04, 2024

• American Electric Power Company Inc. (AEP $115.77)
  • $115.77 P/E (TTM): 16.69X Cap: $61.96B
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• Enbridge Inc. (ENB $65.66)
  • $65.66 P/E (TTM): 25.03X Cap: $143.22B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.84)
  • $113.84 P/E (TTM): 47.62X Cap: $13.12B
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• Linde plc (LIN $416.99)
  • $416.99 P/E (TTM): 27.88X Cap: $194.71B
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• Crocs Inc. (CROX $90.66)
  • $90.66 P/E (TTM): 29.29X Cap: $4.70B
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• West Fraser Timber Co. Ltd. (WFG $82.92)
  • $82.92 Cap: $6.49B
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Q: Could i get your 2 favorite companies to buy right now ( 1 Cad and 1 US) in each of Consumer Cyclical, Utilities, and Materials. Thank you

Upvote 23

Read Answer Asked by Neil on January 04, 2024

• Amgen Inc. (AMGN $325.31)
  • $325.31 P/E (TTM): 24.54X Cap: $175.17B
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Q: I am puzzled by the sudden rise in AMGN share price today. The only news I see is from a week ago, that the FDA completed a report on the Lung Cancer drug Lumakras, voting *against* full approval. The drug was conditionally approved in May 2021, and I believe the condition was that Amgen had to complete a comparative trial, showing it was more effective than other treatments like chemotherapy, in order to receive full approval. But it sounds like their trial failed due to dropouts from their "other treatment" group.
Why would this "rejection" result in a sudden rise in share price? Or is it due to something else, like a broker upgrade?

Upvote 2

Read Answer Asked by Ed on January 04, 2024

• Miscellaneous (MISC)
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Q: if you had a considerable amount of cash to invest now, would you invest it all or would you take a staggered approach considering the run up we have just had? if staggered, over how many months would you invest it?
thanks and happy new year

Upvote 14

Read Answer Asked by Mary on January 04, 2024

• Medical Properties Trust Inc. (MPW $5.04)
  • $5.04 Cap: $3.03B
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Q: Does mpw look interesting at under $5. What is the probability of dividend being eliminated? Your views.
Thanks

Upvote 1

Read Answer Asked by satish on January 04, 2024

• CI Morningstar Canada Momentum Index ETF (WXM $43.53)
  • $43.53 P/E (TTM): 13.85X Cap: $869M
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• Vanguard Global Momentum Factor ETF (VMO $78.79)
  • $78.79 P/E (TTM): 26.01X Cap: $295M
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• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 16.19X
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Q: I am following the ETFMU Balanced ETF Model Portfolio. WXM has a high MER at .66. Could you recommend another ETF from one of the model portfolios that would give me about the same level of potential and risk? It could be either Canadian, US, or international.
thanks

Upvote 1

Read Answer Asked by Mary on January 04, 2024

• Miscellaneous (MISC)
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Q: Happy new year: today there was a question from a person that wanted to move “in kind” from a rif to a tfsa. What is the advantage to this move? My first thought is that a full amount of taxes would be held back when closing the rif?
Thanks

Upvote 4

Read Answer Asked by Valdis on January 04, 2024

• Miscellaneous (MISC)
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Q: As the year starts it is time for retrospective. Could you compare and explain the performance difference between the three 5i's portfolios since inception? Should we expect the ranking performance to be in order growth/balance/income? Time period may be too short. Please give so e clues that would help me understand.

Thank you to the wonderful team.

Upvote 6

Read Answer Asked by Jean on January 04, 2024

• Toromont Industries Ltd. (TIH $164.42)
  • $164.42 P/E (TTM): 27.34X Cap: $13.37B
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• Premium Brands Holdings Corporation (PBH $97.54)
  • $97.54 P/E (TTM): 65.46X Cap: $4.29B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.53)
  • $174.53 P/E (TTM): 26.0X Cap: $2.07B
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• Topicus.com Inc. (TOI $125.68)
  • $125.68 P/E (TTM): 1027.95X Cap: $10.46B
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• Lumine Group Inc. (LMN $27.19)
  • $27.19 P/E (TTM): 107.74X Cap: $6.97B
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Q: Do you have any timely and suitable names for my TFSA contrib this year? I tend to buy things that are quite growthy in my TFSA. As such its already chock full of technology. Open to US or Canuck names but they need to be quite liquid. Happy New Year

Upvote 36

Read Answer Asked by Martin on January 04, 2024

• Miscellaneous (MISC)
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Q: do you have any guidance on rules to follow for tax efficiency? I came across a chart from one of the magazines (either money saver or ETF update) a while ago that was very handy but I can't seem to locate it.
thanks

Upvote 4

Read Answer Asked by Mary on January 04, 2024