Investment Q&A

• Equinix Inc. (EQIX $951.97)
  • $951.97 P/E (TTM): 69.49X Cap: $93.53B
  • View EQIX Profile
  • View Questions on EQIX
• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.03B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $243.53)
  • $243.53 P/E (TTM): 88.5X Cap: $93.11B
  • View VRT Profile
  • View Questions on VRT

Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year

Upvote 2

Read Answer Asked by Martin on January 04, 2024

Q: Your thoughts on this company? Is it a buy, sell or hold?

Upvote 3

Read Answer Asked by Charles on January 04, 2024

• Granite Real Estate Investment Trust (GRT.UN $89.00)
  • $89.00 P/E (TTM): 43.48X Cap: $5.39B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.29)
  • $13.29 P/E (TTM): 30.35X Cap: $3.90B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

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 $130.40)
  • $130.40 P/E (TTM): 11.11X Cap: $222.61B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $104.03)
  • $104.03 P/E (TTM): 25.35X Cap: $129.16B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.04)
  • $100.04 P/E (TTM): 13.61X Cap: $21.48B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $193.32)
  • $193.32 P/E (TTM): 40.37X Cap: $52.92B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $262.06)
  • $262.06 P/E (TTM): 19.04X Cap: $46.53B
  • View IFC Profile
  • View Questions on IFC
• Docebo Inc. (DCBO $25.56)
  • $25.56 P/E (TTM): 25.33X Cap: $734M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Brookfield Corporation Class A Limited Voting Shares (BN $65.14)
  • $65.14 P/E (TTM): 95.84X Cap: $146.26B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.10)
  • $71.10 P/E (TTM): 33.43X Cap: $114.52B
  • View BAM Profile
  • View Questions on BAM

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 $193.32)
  • $193.32 P/E (TTM): 40.37X Cap: $52.92B
  • View DOL Profile
  • View Questions on DOL
• North West Company Inc. (The) (NWC $55.49)
  • $55.49 P/E (TTM): 18.68X Cap: $2.60B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Alimentation Couche-Tard Inc. (ATD $83.54)
  • $83.54 P/E (TTM): 22.46X Cap: $77.33B
  • View ATD Profile
  • View Questions on ATD
• Leon's Furniture Limited (LNF $27.99)
  • $27.99 P/E (TTM): 10.95X Cap: $1.92B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

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 $83.73)
  • $83.73 P/E (TTM): 720.22X Cap: $6.95B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $193.32)
  • $193.32 P/E (TTM): 40.37X Cap: $52.92B
  • View DOL Profile
  • View Questions on DOL
• Tourmaline Oil Corp. (TOU $61.45)
  • $61.45 P/E (TTM): 17.71X Cap: $23.78B
  • View TOU Profile
  • View Questions on TOU
• Premium Brands Holdings Corporation (PBH $104.55)
  • $104.55 P/E (TTM): 70.97X Cap: $4.67B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.38)
  • $72.38 P/E (TTM): 26.69X Cap: $571M
  • View XHC Profile
  • View Questions on XHC
• EQB Inc. (EQB $120.02)
  • $120.02 P/E (TTM): 17.77X Cap: $4.51B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $54.01)
  • $54.01 P/E (TTM): 18.53X Cap: $50M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $60.80)
  • $60.80 P/E (TTM): 57.34X Cap: $626M
  • View XIT Profile
  • View Questions on XIT
• State Street Technology Select Sector SPDR ETF (XLK $139.48)
  • $139.48 P/E (TTM): 39.24X Cap: $87.86B
  • View XLK Profile
  • View Questions on XLK
• Blockchain Technologies ETF (HBLK $19.45)
  • $19.45 P/E (TTM): 25.09X Cap: $19M
  • View HBLK Profile
  • View Questions on HBLK
• State Street Communication Services Select Sector SPDR ETF (XLC $114.40)
  • $114.40 P/E (TTM): 15.23X Cap: $26.21B
  • View XLC Profile
  • View Questions on XLC
• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
  • View BKCH Profile
  • View Questions on BKCH
• TD Global Technology Leaders Index ETF (TEC $49.46)
  • $49.46 P/E (TTM): 31.1X Cap: $3.21B
  • View TEC Profile
  • View Questions on TEC
• SPDR Dow Jones Industrial Average ETF (DIA $495.85)
  • $495.85 P/E (TTM): 21.3X Cap: $44.92B
  • View DIA Profile
  • View Questions on DIA

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 $154.80)
  • $154.80 P/E (TTM): 84.58X Cap: $201.87B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $649.58)
  • $649.58 P/E (TTM): 30.37X Cap: $149.45B
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC $701.12)
  • $701.12 P/E (TTM): 24.16X Cap: $99.50B
  • View NOC Profile
  • View Questions on NOC
• AeroVironment Inc. (AVAV $262.99)
  • $262.99 Cap: $13.13B
  • View AVAV Profile
  • View Questions on AVAV
• Kratos Defense & Security Solutions Inc. (KTOS $91.97)
  • $91.97 P/E (TTM): 685.08X Cap: $15.66B
  • View KTOS Profile
  • View Questions on KTOS
• L3Harris Technologies Inc. (LHX $346.59)
  • $346.59 P/E (TTM): 40.5X Cap: $64.73B
  • View LHX Profile
  • View Questions on LHX
• RTX Corporation (RTX $203.50)
  • $203.50 P/E (TTM): 40.33X Cap: $273.15B
  • View RTX Profile
  • View Questions on RTX

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)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Kelt Exploration Ltd. (KEL $8.27)
  • $8.27 P/E (TTM): 29.61X Cap: $1.64B
  • View KEL Profile
  • View Questions on KEL
• Leon's Furniture Limited (LNF $27.99)
  • $27.99 P/E (TTM): 10.95X Cap: $1.92B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Tamarack Valley Energy Ltd. (TVE $9.46)
  • $9.46 Cap: $477M
  • View TVE Profile
  • View Questions on TVE
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Galaxy Digital Inc. Class A common stock (GLXY $29.09)
  • $29.09 Cap: $11.36B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Titanium Transportation Group Inc. (TTNM $2.20)
  • $2.20 Cap: $102M
  • View TTNM Profile
  • View Questions on TTNM
• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $60.35)
  • $60.35 P/E (TTM): 17.55X Cap: $122.90B
  • View BMY Profile
  • View Questions on BMY
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Nutrien Ltd. (NTR $95.36)
  • $95.36 P/E (TTM): 57.77X Cap: $46.09B
  • View NTR Profile
  • View Questions on NTR
• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
  • View MPW Profile
  • View Questions on MPW
• Coinbase Global Inc (COIN $166.02)
  • $166.02 P/E (TTM): 36.93X Cap: $43.84B
  • View COIN Profile
  • View Questions on COIN

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 $130.24)
  • $130.24 P/E (TTM): 19.51X Cap: $70.44B
  • View AEP Profile
  • View Questions on AEP
• Enbridge Inc. (ENB $70.21)
  • $70.21 P/E (TTM): 28.03X Cap: $153.19B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Aritzia Inc. Subordinate Voting Shares (ATZ $123.18)
  • $123.18 Cap: $14.21B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Linde plc (LIN $482.22)
  • $482.22 P/E (TTM): 32.22X Cap: $225.17B
  • View LIN Profile
  • View Questions on LIN
• Crocs Inc. (CROX $99.92)
  • $99.92 Cap: $5.01B
  • View CROX Profile
  • View Questions on CROX
• West Fraser Timber Co. Ltd. (WFG $98.65)
  • $98.65 Cap: $7.72B
  • View WFG Profile
  • View Questions on WFG

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 $373.36)
  • $373.36 P/E (TTM): 28.51X Cap: $201.04B
  • View AMGN Profile
  • View Questions on AMGN

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)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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)
  • Cap: $3.01B
  • View MPW Profile
  • View Questions on MPW

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 $48.03)
  • $48.03 P/E (TTM): 16.84X Cap: $1.45B
  • View WXM Profile
  • View Questions on WXM
• Vanguard Global Momentum Factor ETF (VMO $84.91)
  • $84.91 P/E (TTM): 26.01X Cap: $343M
  • View VMO Profile
  • View Questions on VMO
• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 17.46X
  • View FCCM Profile
  • View Questions on FCCM

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)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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