Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $22.02)
  • $22.02 P/E (TTM): 54.85X Cap: $579M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.48)
  • $24.48 P/E (TTM): 38.82X Cap: $724M
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• BMO Equal Weight Banks Index ETF (ZEB $46.78)
  • $46.78 P/E (TTM): 12.51X Cap: $3.87B
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• BMO Equal Weight Industrials Index ETF (ZIN $45.38)
  • $45.38 P/E (TTM): 19.06X Cap: $37M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $75.05)
  • $75.05 P/E (TTM): 15.43X Cap: $217M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.02)
  • $44.02 P/E (TTM): 5.54X Cap: $17.57B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $38.37)
  • $38.37 P/E (TTM): 45.24X Cap: $1.38B
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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 $8.52)
  • $8.52 P/E (TTM): 54.72X Cap: $6.22B
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• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 48.43X Cap: $890M
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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 $222.86)
  • $222.86 P/E (TTM): 50.34X Cap: $90.70B
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• Mettler-Toledo International Inc. (MTD $1,243.94)
  • $1,243.94 P/E (TTM): 29.89X Cap: $25.60B
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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 $41.72)
  • $41.72 Cap: $4.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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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 $192.70)
  • $192.70 P/E (TTM): 43.3X Cap: $52.58B
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• Gildan Activewear Inc. (GIL $72.37)
  • $72.37 P/E (TTM): 19.96X Cap: $10.66B
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• Restaurant Brands International Inc. (QSR $93.94)
  • $93.94 P/E (TTM): 23.06X Cap: $42.67B
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• Metro Inc. (MRU $106.90)
  • $106.90 P/E (TTM): 23.68X Cap: $23.12B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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• Chartwell Retirement Residences (CSH.UN $18.08)
  • $18.08 P/E (TTM): 84.24X Cap: $5B
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• TFI International Inc. (TFII $122.31)
  • $122.31 P/E (TTM): 19.83X Cap: $9.85B
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• BRP Inc. Subordinate Voting Shares (DOO $70.13)
  • $70.13 Cap: $4.97B
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• Alimentation Couche-Tard Inc. (ATD $71.03)
  • $71.03 P/E (TTM): 18.84X Cap: $66.53B
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• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.91B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.78)
  • $73.78 P/E (TTM): 36.99X Cap: $8.44B
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• Vitalhub Corp. (VHI $13.63)
  • $13.63 P/E (TTM): 300.67X Cap: $760M
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• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.93)
  • $52.93 P/E (TTM): 30.26X Cap: $2.06B
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• Boyd Group Services Inc. (BYD $190.00)
  • $190.00 P/E (TTM): 222.77X Cap: $4.07B
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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 $96.56)
  • $96.56 P/E (TTM): 337.86X Cap: $40.90B
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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 $8.30)
  • $8.30 P/E (TTM): 14.66X Cap: $72M
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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 $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
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• Intact Financial Corporation (IFC $288.50)
  • $288.50 P/E (TTM): 22.88X Cap: $50.48B
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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 $192.70)
  • $192.70 P/E (TTM): 43.3X Cap: $52.58B
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• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.91B
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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 $43.94)
  • $43.94 P/E (TTM): 62.47X Cap: $7.18B
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• Stantec Inc. (STN $153.24)
  • $153.24 P/E (TTM): 44.75X Cap: $17.09B
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• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.23)
  • $18.23 P/E (TTM): 3.47X Cap: $2.17B
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• North American Construction Group Ltd. (NOA $20.18)
  • $20.18 P/E (TTM): 15.85X Cap: $573M
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• Taiga Building Products Ltd. (TBL $3.24)
  • $3.24 P/E (TTM): 7.71X Cap: $341M
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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 $96.56)
  • $96.56 P/E (TTM): 337.86X Cap: $40.90B
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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 $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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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 $19.61)
  • $19.61 P/E (TTM): 15.84X Cap: $5.79B
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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 $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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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 $6.41)
  • $6.41 P/E (TTM): 16.58X Cap: $768M
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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 $116.08)
  • $116.08 Cap: $1.90B
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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 $689.63)
  • $689.63 P/E (TTM): 30.66X Cap: $275.04B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.47)
  • $232.47 P/E (TTM): 30.78X Cap: $1.20T
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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 $281.46)
  • $281.46 P/E (TTM): 59.73X Cap: $46.61B
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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 $313.76)
  • $313.76 P/E (TTM): 20.87X Cap: $84.13B
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• GE Aerospace (GE $272.12)
  • $272.12 P/E (TTM): 41.89X Cap: $292.92B
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• Lockheed Martin Corporation (LMT $428.24)
  • $428.24 P/E (TTM): 23.64X Cap: $98.91B
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• Northrop Grumman Corporation (NOC $589.95)
  • $589.95 P/E (TTM): 23.14X Cap: $84.44B
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• Franco-Nevada Corporation (FNV $235.64)
  • $235.64 P/E (TTM): 50.87X Cap: $42.95B
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• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 17.09X Cap: $21.56B
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• Barrick Mining Corporation (ABX $31.06)
  • $31.06 P/E (TTM): 16.18X Cap: $50.67B
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• AeroVironment Inc. (AVAV $264.75)
  • $264.75 P/E (TTM): 168.22X Cap: $12.24B
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• Texas Pacific Land Corporation (TPL $958.81)
  • $958.81 P/E (TTM): 46.76X Cap: $21.88B
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• RTX Corporation (RTX $156.33)
  • $156.33 P/E (TTM): 45.99X Cap: $210.65B
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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