Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $25.46)
  • $25.46 P/E (TTM): 17.76X Cap: $815M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $31.86)
  • $31.86 P/E (TTM): 21.22X Cap: $277M
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• Utilities Select Sector SPDR ETF (XLU $87.71)
  • $87.71 P/E (TTM): 19.99X Cap: $21.40B
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• Vanguard Utilities ETF (VPU $190.20)
  • $190.20 P/E (TTM): 20.59X Cap: $7.13B
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• iShares U.S. Utilities ETF (IDU $111.15)
  • $111.15 P/E (TTM): 21.14X Cap: $1.62B
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• Hamilton Enhanced Utilities ETF (HUTS $14.02)
  • $14.02 P/E (TTM): 18.33X Cap: $153M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $306.98)
  • $306.98 P/E (TTM): 16.18X Cap: $854.37B
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• Eli Lilly and Company (LLY $817.41)
  • $817.41 P/E (TTM): 49.87X Cap: $781.22B
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• Uber Technologies Inc. (UBER $95.13)
  • $95.13 P/E (TTM): 16.69X Cap: $201.47B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.17)
  • $208.17 P/E (TTM): 83.96X Cap: $271.07B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $3,865.92)
  • $3,865.92 P/E (TTM): 93.3X Cap: $81.20B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $348.65)
  • $348.65 P/E (TTM): 55.13X Cap: $39.39B
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• Celestica Inc. (CLS $249.30)
  • $249.30 P/E (TTM): 55.13X Cap: $29.01B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $70.22)
  • $70.22 P/E (TTM): 20.76X Cap: $35.39B
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• Enbridge Inc (ENB $49.73)
  • $49.73 P/E (TTM): 24.68X Cap: $108.32B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $69.53)
  • $69.53 P/E (TTM): 24.68X Cap: $150.83B
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• TC Energy Corporation (TRP $75.75)
  • $75.75 P/E (TTM): 18.55X Cap: $78.07B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $167.94)
  • $167.94 P/E (TTM): 10.42X Cap: $2.70B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $7.27)
  • $7.27 P/E (TTM): 2.7X Cap: $235M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $256.18)
  • $256.18 P/E (TTM): 38.64X Cap: $3.79T
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• Amazon.com Inc. (AMZN $220.40)
  • $220.40 P/E (TTM): 33.47X Cap: $2.35T
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• Alphabet Inc. (GOOGL $243.62)
  • $243.62 P/E (TTM): 25.92X Cap: $2.96T
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• NVIDIA Corporation (NVDA $189.91)
  • $189.91 P/E (TTM): 53.16X Cap: $4.54T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.17)
  • $208.17 P/E (TTM): 83.96X Cap: $271.07B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $440.18)
  • $440.18 P/E (TTM): 62.29X Cap: $157.02B
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• WSP Global Inc. (WSP $274.08)
  • $274.08 P/E (TTM): 44.5X Cap: $35.85B
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• goeasy Ltd. (GSY $167.94)
  • $167.94 P/E (TTM): 10.42X Cap: $2.70B
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• iShares Russell 2000 Growth ETF (IWO $320.87)
  • $320.87 P/E (TTM): 21.85X Cap: $12.91B
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• iShares Russell 2000 ETF (IWM $242.12)
  • $242.12 P/E (TTM): 16.66X Cap: $71.64B
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• WELL Health Technologies Corp. (WELL $5.32)
  • $5.32 Cap: $1.34B
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• iShares Core S&P Small-Cap ETF (IJR $118.64)
  • $118.64 P/E (TTM): 17.41X Cap: $86.11B
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• iShares Russell 2000 Value ETF (IWN $176.49)
  • $176.49 P/E (TTM): 13.52X Cap: $12.04B
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• Boyd Group Services Inc. (BYD $231.74)
  • $231.74 P/E (TTM): 458.53X Cap: $4.98B
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• Propel Holdings Inc. (PRL $28.54)
  • $28.54 P/E (TTM): 14.25X Cap: $1.13B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.81)
  • $94.81 P/E (TTM): 160.51X Cap: $141.61B
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• ISHARES TRUST (IJT $140.95)
  • $140.95 P/E (TTM): 19.23X Cap: $6.26B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $11.34)
  • $11.34 P/E (TTM): 12.49X Cap: $7.43B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $167.94)
  • $167.94 P/E (TTM): 10.42X Cap: $2.70B
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• EQB Inc. (EQB $92.60)
  • $92.60 P/E (TTM): 10.54X Cap: $3.57B
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• ECN Capital Corp. (ECN $2.79)
  • $2.79 Cap: $788M
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• Propel Holdings Inc. (PRL $28.54)
  • $28.54 P/E (TTM): 14.25X Cap: $1.13B
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024