Investment Q&A

• Apple Inc. (AAPL $260.14)
  • $260.14 P/E (TTM): 32.9X Cap: $3.82T
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• Amazon.com Inc. (AMZN $213.01)
  • $213.01 P/E (TTM): 29.78X Cap: $2.30T
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• SiriusXM Holdings Inc. (SIRI $22.13)
  • $22.13 P/E (TTM): 9.6X Cap: $7.29B
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• Spotify Technology S.A. (SPOT $517.28)
  • $517.28 Cap: $109.14B
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Q: SIRI reached an 11 year low this month. Is there a driving force causing this decline? Your thoughts. Thanks

Upvote 3

Read Answer Asked by Mark on June 18, 2024

• Sherritt International Corporation (S $0.19)
  • $0.19 Cap: $96M
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Q: Do you think Sherritt would be a good investment for refineries and exposure to the possibility of the Cuban economy opening up to foreign investment? Thanks.

Helen

Upvote 2

Read Answer Asked by Helen on June 18, 2024

• BMO Premium Yield ETF (ZPAY.U $29.99)
  • $29.99 P/E (TTM): 30.02X Cap: $32M
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Q: Where does ZPAY.U fall in the selection of Canadian ETF’s?

Upvote 4

Read Answer Asked by Jackie on June 18, 2024

• NVIDIA Corporation (NVDA $185.33)
  • $185.33 P/E (TTM): 37.28X Cap: $4.48T
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• Brookfield Renewable Partners L.P. (BEP.UN $42.05)
  • $42.05 Cap: $28.40B
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• Miscellaneous (MISC)
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Q: Good morning,

BEP,UN is classified as energy in portfolio analytics, should it not be under utilities?

Thanks for the unique service you provide followed your suggestion on NVDA after 2 splits my cost base is 3.80$ only problem is the taxman with clawback at 91 000 already reached and at 107 000 combined rates plus clawback in quebec is 65 % ????
I put all the money, work, risks for one third of profit!!
I see no way around this do you have any suggestion or resources to address this.
I won't ventilate to much as my language would not be proper.
Thank you !

Upvote 5

Read Answer Asked by Denis on June 18, 2024

• BCE Inc. (BCE $35.15)
  • $35.15 P/E (TTM): 5.28X Cap: $33.45B
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• T-Mobile US Inc. (TMUS $215.07)
  • $215.07 P/E (TTM): 22.38X Cap: $241.06B
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Q: Hi 5i, I recently sold VZ so looking for your direction on a replacement. Was thinking either Telus or T-Mobile unless you have a preferred suggestion?
Really appreciate your help.
Ralph

Upvote 5

Read Answer Asked by ralph on June 18, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $117.50)
  • $117.50 Cap: $1.92B
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Q: I notice that lately, the Premium of stock price vs NAV has shrunk considerably to the level of .09 at this time. Is this because of lower Canadian interest rates and what is the likelihood of its trading below NAV if rates continue to decline from here? Thanks

Upvote 2

Read Answer Asked by george on June 18, 2024

• iShares India Index ETF (XID $43.37)
  • $43.37 P/E (TTM): 19.17X Cap: $134M
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Q: Is the above ETF (XID) the best way to get exposure to India for Canadian Investors or would you recommend an alternative?

Upvote 4

Read Answer Asked by Jeremy on June 18, 2024

• Apple Inc. (AAPL $260.14)
  • $260.14 P/E (TTM): 32.9X Cap: $3.82T
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• Amazon.com Inc. (AMZN $213.01)
  • $213.01 P/E (TTM): 29.78X Cap: $2.30T
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• Broadcom Inc. (AVGO $339.53)
  • $339.53 P/E (TTM): 72.79X Cap: $1.62T
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• Alphabet Inc. (GOOG $308.35)
  • $308.35 P/E (TTM): 28.31X Cap: $3.71T
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• Microsoft Corporation (MSFT $404.06)
  • $404.06 P/E (TTM): 25.6X Cap: $3.01T
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Q: Thanks to recently learning about CDR's, I've been able to add NVDA (already up 20%) and LLY to my portfolio, which otherwise is dominated by TSX-listed stocks.

I'm interested in five other CDR's. Please rank them from your highest conviction pick to your least favourite: Amazon, Alphabet, Apple, Microsoft and AVGO.

Thank you very much for your service and advice. Pete.

Upvote 8

Read Answer Asked by Peter on June 18, 2024

• Covalon Technologies Ltd. (COV $1.77)
  • $1.77 P/E (TTM): 60.67X Cap: $49M
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Q: Hi there, is Covalon a good turn around stock here? Would you be a buyer at these levels? Thanks!

Upvote 3

Read Answer Asked by Michael on June 18, 2024

• Home Depot Inc. (The) (HD $351.01)
  • $351.01 P/E (TTM): 24.12X Cap: $355.54B
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• Philip Morris International Inc (PM $166.75)
  • $166.75 P/E (TTM): 23.86X Cap: $269.10B
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• Sun Life Financial Inc. (SLF $86.31)
  • $86.31 P/E (TTM): 14.03X Cap: $47.83B
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• Fortis Inc. (FTS $78.52)
  • $78.52 P/E (TTM): 22.5X Cap: $39.67B
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• Hydro One Limited (H $58.90)
  • $58.90 P/E (TTM): 27.48X Cap: $35.47B
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• British American Tobacco p.l.c. (BTI $59.10)
  • $59.10 P/E (TTM): 31.68X Cap: $126.20B
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Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i

Upvote 7

Read Answer Asked by Fernando on June 18, 2024

• Apple Inc. (AAPL $260.14)
  • $260.14 P/E (TTM): 32.9X Cap: $3.82T
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• Adobe Inc. (ADBE $271.41)
  • $271.41 P/E (TTM): 16.91X Cap: $112.94B
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• Moody's Corporation (MCO $441.79)
  • $441.79 P/E (TTM): 33.85X Cap: $80.49B
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• Domino's Pizza Inc (DPZ $399.00)
  • $399.00 P/E (TTM): 23.6X Cap: $13.46B
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• Live Nation Entertainment Inc. (LYV $165.02)
  • $165.02 Cap: $38.86B
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• Floor & Decor Holdings Inc. (FND $58.28)
  • $58.28 P/E (TTM): 31.15X Cap: $6.44B
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Q: Which two companies would you suggest look most attractive on a long term basis?
Thanks

Upvote 3

Read Answer Asked by Curtis on June 18, 2024

• CME Group Inc. (CME $304.47)
  • $304.47 P/E (TTM): 28.59X Cap: $109.86B
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• S&P Global Inc. (SPGI $426.40)
  • $426.40 P/E (TTM): 30.39X Cap: $130.10B
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• MSCI Inc. (MSCI $541.52)
  • $541.52 P/E (TTM): 35.97X Cap: $40.41B
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Q: Last year in answer to a question you ranked these companies (among others) in this space in this order CME, MSCI, SPGI. Guests on BNN recently had MSCI and SPGI as top picks. Just interested in your latest thoughts on these three please. Thank you.

Upvote 6

Read Answer Asked by Stephen R. on June 18, 2024

• Miscellaneous (MISC)
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Q: Dear 5i
I have not seen so many down days for the TSX as i have lately . What's going on and why is the TSX so noticeably worse lately relative to the nasdaq and S&P 500 ?
Thanks
Bill

Upvote 13

Read Answer Asked by Bill on June 18, 2024

• Capstone Copper Corp. (CS $11.49)
  • $11.49 P/E (TTM): 20.26X Cap: $8.81B
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Q: Your suggestions of proxies for tax loss sale?

Upvote 4

Read Answer Asked by William Ross on June 18, 2024

• Constellation Software Inc. (CSU $2,715.89)
  • $2,715.89 P/E (TTM): 69.74X Cap: $62.27B
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Q: Do you think they will ever split?

Upvote 7

Read Answer Asked by Gregory on June 17, 2024

• Intact Financial Corporation (IFC $250.97)
  • $250.97 P/E (TTM): 13.54X Cap: $45.16B
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• Berkshire Hathaway Inc. (BRK.B $490.89)
  • $490.89 P/E (TTM): 0.04X Cap: $1.06T
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Q: Have been considering a purchase of Intact Financial for exposure to insurance sector. But already own BRK.B , which I tend to think of in terms of its portfolio of holdings , but has at its core their insurance business .
Different animals , I guess , but how would you think about this ?
All other considerations aside , would you add to BRK.B or initiate a position in IFC ?

Upvote 9

Read Answer Asked by William on June 17, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.12)
  • $191.12 P/E (TTM): 28.0X Cap: $2.27B
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Q: Why big drop this morning (Monday) ? Thanks a million.

Upvote 11

Read Answer Asked by Lai Kuen on June 17, 2024

• Alphabet Inc. (GOOG $308.35)
  • $308.35 P/E (TTM): 28.31X Cap: $3.71T
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• Microsoft Corporation (MSFT $404.06)
  • $404.06 P/E (TTM): 25.6X Cap: $3.01T
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• NVIDIA Corporation (NVDA $185.33)
  • $185.33 P/E (TTM): 37.28X Cap: $4.48T
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• Booking Holdings Inc. (BKNG $4,314.77)
  • $4,314.77 P/E (TTM): 26.73X Cap: $138.46B
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• NextEra Energy Inc. (NEE $91.82)
  • $91.82 P/E (TTM): 27.88X Cap: $190.72B
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• Royal Bank of Canada (RY $224.36)
  • $224.36 P/E (TTM): 14.89X Cap: $313.67B
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• Toronto-Dominion Bank (The) (TD $130.32)
  • $130.32 P/E (TTM): 10.37X Cap: $217.68B
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• Bank of Nova Scotia (The) (BNS $96.75)
  • $96.75 P/E (TTM): 23.64X Cap: $119.82B
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• Constellation Software Inc. (CSU $2,715.89)
  • $2,715.89 P/E (TTM): 69.74X Cap: $62.27B
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• WSP Global Inc. (WSP $228.00)
  • $228.00 P/E (TTM): 30.58X Cap: $30.82B
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• Alimentation Couche-Tard Inc. (ATD $81.08)
  • $81.08 P/E (TTM): 21.66X Cap: $76.19B
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• Brookfield Corporation Class A Limited Voting Shares (BN $55.12)
  • $55.12 P/E (TTM): 82.17X Cap: $127.13B
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Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton

Upvote 54

Read Answer Asked by Clayton on June 17, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.33)
  • $36.33 P/E (TTM): 29.2X Cap: $5.69B
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Q: A cursory look suggests CAP REIT, in spite of its fall in price, still trades at a high multiple to FFO. How much of an impediment is this to the recovery of this stock? I have held CAP through a tough multi-year stretch, liking its conservative approach, being in residential (vs other sectors), its selling non-core properties to invest in newer buildings, etc. Interest rates have hurt, but that trend line may be changing. What does 5i think of CAP here. Is it worth holding in a TFSA for better days?

Upvote 6

Read Answer Asked by Edward on June 17, 2024

• VersaBank (VBNK $19.92)
  • $19.92 P/E (TTM): 21.63X Cap: $631M
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Q: With their US acquisition all but effectively locked (only Canadian regulator to go), is this a good buy? For small cap growth over the next year or two?

Upvote 2

Read Answer Asked by Scott on June 17, 2024