Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $22.77)
  • $22.77 P/E (TTM): 54.28X Cap: $604M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.19)
  • $24.19 P/E (TTM): 40.82X Cap: $711M
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• BMO Equal Weight Banks Index ETF (ZEB $50.75)
  • $50.75 P/E (TTM): 12.49X Cap: $4.21B
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• BMO Equal Weight Industrials Index ETF (ZIN $45.88)
  • $45.88 P/E (TTM): 39.94X Cap: $38M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $78.22)
  • $78.22 P/E (TTM): 43.8X Cap: $224M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.51)
  • $46.51 P/E (TTM): 5.95X Cap: $18.91B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $39.44)
  • $39.44 P/E (TTM): 64.62X Cap: $1.43B
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Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $10.14)
  • $10.14 P/E (TTM): 71.95X Cap: $7.61B
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• Kraken Robotics Inc. (PNG $3.46)
  • $3.46 P/E (TTM): 58.0X Cap: $1.06B
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Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $201.34)
  • $201.34 P/E (TTM): 46.48X Cap: $81.71B
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• Mettler-Toledo International Inc. (MTD $1,286.35)
  • $1,286.35 P/E (TTM): 33.11X Cap: $27.08B
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $37.16)
  • $37.16 Cap: $3.71B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.69)
  • $122.69 P/E (TTM): 18.22X Cap: $1.45B
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Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $189.29)
  • $189.29 P/E (TTM): 41.69X Cap: $52.32B
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• Gildan Activewear Inc. (GIL $76.02)
  • $76.02 P/E (TTM): 17.77X Cap: $11.49B
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• Restaurant Brands International Inc. (QSR $85.55)
  • $85.55 P/E (TTM): 23.81X Cap: $38.92B
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• Metro Inc. (MRU $95.80)
  • $95.80 P/E (TTM): 21.06X Cap: $20.94B
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• WSP Global Inc. (WSP $279.72)
  • $279.72 P/E (TTM): 45.8X Cap: $36.48B
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• Chartwell Retirement Residences (CSH.UN $19.42)
  • $19.42 P/E (TTM): 87.5X Cap: $5.65B
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• TFI International Inc. (TFII $128.20)
  • $128.20 P/E (TTM): 22.41X Cap: $10.90B
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• BRP Inc. Subordinate Voting Shares (DOO $89.99)
  • $89.99 Cap: $6.88B
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• Alimentation Couche-Tard Inc. (ATD $74.09)
  • $74.09 P/E (TTM): 20.42X Cap: $69.91B
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• Premium Brands Holdings Corporation (PBH $94.07)
  • $94.07 P/E (TTM): 45.46X Cap: $4.23B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.69)
  • $122.69 P/E (TTM): 18.22X Cap: $1.45B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $84.24)
  • $84.24 P/E (TTM): 41.91X Cap: $9.58B
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• Vitalhub Corp. (VHI $11.50)
  • $11.50 P/E (TTM): 137.41X Cap: $650M
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• WELL Health Technologies Corp. (WELL $4.61)
  • $4.61 Cap: $1.17B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.28)
  • $53.28 P/E (TTM): 31.22X Cap: $2.08B
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• Boyd Group Services Inc. (BYD $235.21)
  • $235.21 P/E (TTM): 460.2X Cap: $4.98B
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $88.24)
  • $88.24 P/E (TTM): 362.19X Cap: $37.30B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.40)
  • $8.40 P/E (TTM): 80.2X Cap: $75M
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Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $81.17)
  • $81.17 P/E (TTM): 14.62X Cap: $45.88B
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• Intact Financial Corporation (IFC $278.29)
  • $278.29 P/E (TTM): 22.5X Cap: $49.50B
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Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $189.29)
  • $189.29 P/E (TTM): 41.69X Cap: $52.32B
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• Premium Brands Holdings Corporation (PBH $94.07)
  • $94.07 P/E (TTM): 45.46X Cap: $4.23B
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Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.52)
  • $41.52 P/E (TTM): 86.06X Cap: $6.70B
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• Stantec Inc. (STN $149.06)
  • $149.06 P/E (TTM): 39.44X Cap: $16.94B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.91)
  • $17.91 P/E (TTM): 4.26X Cap: $2.25B
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• North American Construction Group Ltd. (NOA $18.54)
  • $18.54 P/E (TTM): 15.99X Cap: $560M
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• Taiga Building Products Ltd. (TBL $3.53)
  • $3.53 P/E (TTM): 8.55X Cap: $387M
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Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024

• CoStar Group Inc. (CSGP $88.24)
  • $88.24 P/E (TTM): 362.19X Cap: $37.30B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• Miscellaneous (MISC)
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Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

Upvote 19

Read Answer Asked by Tamara on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.69)
  • $122.69 P/E (TTM): 18.22X Cap: $1.45B
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Q: Peter and Staff

Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis

Upvote 10

Read Answer Asked by Dennis on April 23, 2024

• MINISO Group Holding Limited American Depositary Shares each representing four (MNSO $25.87)
  • $25.87 P/E (TTM): 20.98X Cap: $7.66B
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Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!

Upvote 1

Read Answer Asked by Josh on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.69)
  • $122.69 P/E (TTM): 18.22X Cap: $1.45B
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• Propel Holdings Inc. (PRL $32.30)
  • $32.30 P/E (TTM): 15.68X Cap: $1.26B
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Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane

Upvote 20

Read Answer Asked by Shane on April 23, 2024

• Dividend 15 Split Corp. Class A Shares (DFN $6.61)
  • $6.61 P/E (TTM): 22.65X Cap: $790M
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Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?

Upvote 1

Read Answer Asked by kenneth on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.03)
  • $116.03 Cap: $1.89B
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Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Upvote 3

Read Answer Asked by Dennis on April 22, 2024

• ASML Holding N.V. (ASML $804.26)
  • $804.26 P/E (TTM): 34.98X Cap: $313.15B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $250.73)
  • $250.73 P/E (TTM): 32.67X Cap: $1.28T
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Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV $281.66)
  • $281.66 P/E (TTM): 56.16X Cap: $46.34B
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Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD $321.29)
  • $321.29 P/E (TTM): 21.68X Cap: $86.80B
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• GE Aerospace (GE $276.04)
  • $276.04 P/E (TTM): 38.94X Cap: $292.73B
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• Lockheed Martin Corporation (LMT $456.63)
  • $456.63 P/E (TTM): 26.05X Cap: $107.18B
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• Northrop Grumman Corporation (NOC $572.35)
  • $572.35 P/E (TTM): 21.41X Cap: $83.31B
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• Franco-Nevada Corporation (FNV $272.08)
  • $272.08 P/E (TTM): 47.92X Cap: $52.52B
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• Tourmaline Oil Corp. (TOU $57.88)
  • $57.88 P/E (TTM): 14.5X Cap: $21.69B
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• Barrick Mining Corporation (ABX $40.36)
  • $40.36 P/E (TTM): 17.98X Cap: $68.35B
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• AeroVironment Inc. (AVAV $231.75)
  • $231.75 P/E (TTM): 146.24X Cap: $10.82B
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• Texas Pacific Land Corporation (TPL $901.44)
  • $901.44 P/E (TTM): 44.48X Cap: $20.97B
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• RTX Corporation (RTX $151.93)
  • $151.93 P/E (TTM): 34.62X Cap: $206.42B
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Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024