Investment Q&A

Q: Hi Peter/Ryan I received 3 RTS Constellation Software Inc. 9/29/23 in my account. What are these and what do I do with them. Thanks, Nick

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Read Answer Asked by Nick on September 14, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $35.81)
  • $35.81 Cap: $23.46B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.28)
  • $43.28 P/E (TTM): 522.13X Cap: $28.09B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.33)
  • $92.33 P/E (TTM): 234.96X Cap: $148.46B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.88)
  • $84.88 P/E (TTM): 43.34X Cap: $133.06B
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Q: I currently own full positions in BEP.UN and BIP.UN in a diversified dividend income portfolio. I have considered buying BN as well, but am not sure that increasing my Brookfield concentration is warranted. What are your views?
Thanks.

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Read Answer Asked by richard on September 14, 2023

• Topicus.com Inc. (TOI $185.19)
  • $185.19 P/E (TTM): 97.02X Cap: $24.04B
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• Lumine Group Inc. (LMN $52.90)
  • $52.90 Cap: $13.37B
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Q: Wondering whether you/we as a DYI, can find out if there any acquisitions going on in the above or any companies really during any quarter or do you have to wait until the next quarterly or possibly annual report?
Thanks
Jeff

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Read Answer Asked by JEFF on September 14, 2023

• Laurentian Bank of Canada (LB $30.55)
  • $30.55 P/E (TTM): 13.38X Cap: $1.34B
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Q: Good Morning all,
Have had this bank in my TFSA for awhile and was waiting for some movement. However now it is looking desastrous. Do I bite the bullet now or wait for it to settle up? Some are saying the stock has an intrinsic value of close to $50 and therefore should head back toward that value. In your valued opinion, is this stock a hold or a sell?
Thank you.

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Read Answer Asked by Roger on September 14, 2023

• Laurentian Bank of Canada (LB $30.55)
  • $30.55 P/E (TTM): 13.38X Cap: $1.34B
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Q: is it a buy at this price

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Read Answer Asked by lynn on September 14, 2023

• Yerbae Brands Corp. (YERB.U $0.08)
  • $0.08 Cap: $5M
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Q: This was a top pick on Market Call. It was compared to Celsius Holding in its early days. Do you see this as a hold buy or sell.

Thankyou

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Read Answer Asked by patricia on September 14, 2023

• RTX Corporation (RTX $156.27)
  • $156.27 P/E (TTM): 45.99X Cap: $210.65B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

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Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $130.26)
  • $130.26 P/E (TTM): 19.8X Cap: $88.40B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

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Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $337.23)
  • $337.23 P/E (TTM): 34.11X Cap: $663.75B
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

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Read Answer Asked by Dan on September 14, 2023

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.46)
  • $19.46 P/E (TTM): 9.06X Cap: $1.60B
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• BMO Aggregate Bond Index ETF (ZAG $13.77)
  • $13.77 Cap: $11.16B
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Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?

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Read Answer Asked by Serge on September 14, 2023

• Blue Owl Capital Corporation (OBDC $14.19)
  • $14.19 P/E (TTM): 9.08X Cap: $7.20B
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

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Read Answer Asked by DANIEL on September 14, 2023

• Dye & Durham Limited (DND $10.99)
  • $10.99 Cap: $726M
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Q: What is happening with DND this morning - down 20%

Many thanks,

Marie

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Read Answer Asked by Marie on September 14, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.13)
  • $127.13 P/E (TTM): 18.62X Cap: $1.47B
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Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?

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Read Answer Asked by JR on September 14, 2023

• Broadcom Inc. (AVGO $294.92)
  • $294.92 P/E (TTM): 108.1X Cap: $1.40T
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• UnitedHealth Group Incorporated (DE) (UNH $250.31)
  • $250.31 P/E (TTM): 9.95X Cap: $218.60B
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• Zoetis Inc. Class A (ZTS $144.89)
  • $144.89 P/E (TTM): 26.46X Cap: $67.58B
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• Toronto-Dominion Bank (The) (TD $100.49)
  • $100.49 P/E (TTM): 10.24X Cap: $172.40B
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• Enbridge Inc. (ENB $64.27)
  • $64.27 P/E (TTM): 23.56X Cap: $138.93B
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• Restaurant Brands International Inc. (QSR $94.16)
  • $94.16 P/E (TTM): 23.06X Cap: $42.67B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.27)
  • $50.27 P/E (TTM): 13.57X Cap: $5.72B
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• TMX Group Limited (X $57.60)
  • $57.60 P/E (TTM): 34.68X Cap: $15.52B
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• Domino's Pizza Inc (DPZ $450.61)
  • $450.61 P/E (TTM): 27.07X Cap: $15.88B
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• Pool Corporation (POOL $312.45)
  • $312.45 P/E (TTM): 28.9X Cap: $11.51B
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Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

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Read Answer Asked by Regan on September 14, 2023

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• Nintendo Co (NTDOY)
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• NetEase Inc. (NTES $131.49)
  • $131.49 P/E (TTM): 19.86X Cap: $82.49B
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• Evolve Automobile Innovation Index Fund (CARS $22.50)
  • $22.50 P/E (TTM): 19.7X Cap: $17M
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• Evolve Cyber Security Index Fund (CYBR $54.90)
  • $54.90 P/E (TTM): 154.33X Cap: $153M
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• Evolve E-Gaming Index ETF (HERO $46.74)
  • $46.74 P/E (TTM): 94.16X Cap: $21M
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• Li Auto Inc. (LI $25.56)
  • $25.56 P/E (TTM): 23.87X Cap: $27.21B
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $19.31)
  • $19.31 Cap: $17.92B
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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• Evolve Innovation Index Fund (EDGE $42.21)
  • $42.21 P/E (TTM): 40.61X Cap: $37M
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Q: thoughts about Evolve ETFs?

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Read Answer Asked by William on September 14, 2023

• Cadence Design Systems Inc. (CDNS $359.56)
  • $359.56 P/E (TTM): 90.6X Cap: $99.42B
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• Marvell Technology Inc. (MRVL $77.03)
  • $77.03 Cap: $65.98B
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• Axcelis Technologies Inc. (ACLS $78.05)
  • $78.05 P/E (TTM): 12.59X Cap: $2.20B
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• Super Micro Computer Inc. (SMCI $57.54)
  • $57.54 P/E (TTM): 31.21X Cap: $34.75B
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• ASML Holding N.V. (ASML $689.84)
  • $689.84 P/E (TTM): 30.66X Cap: $275.04B
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• InMode Ltd. (INMD $14.07)
  • $14.07 Cap: $978M
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• Palantir Technologies Inc. (PLTR $171.79)
  • $171.79 P/E (TTM): 670.74X Cap: $379.14B
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• Snowflake Inc. (SNOW $204.79)
  • $204.79 Cap: $69.56B
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

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Read Answer Asked by Catherine on September 14, 2023

• Agnico Eagle Mines Limited (AEM $185.43)
  • $185.43 P/E (TTM): 26.83X Cap: $86.83B
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Q: Do you think that this is worth hanging onto at a loss?

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Read Answer Asked by Catherine on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $92.33)
  • $92.33 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.88)
  • $84.88 P/E (TTM): 43.34X Cap: $133.06B
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Q: I am not sure if you or anyone at 5i had watched this but would you add anything more? The outlook seems very steady. https://www.youtube.com/watch?v=ip7E0xYxNUo

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Read Answer Asked by Kolbi on September 14, 2023

Q: If one sells a Sept put and buys it back at a loss does the 30 rule apply before you can sell another put (say Oct) on the same stock?

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Read Answer Asked by Lynda on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $92.33)
  • $92.33 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
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Q: Just wondered if you might any thoughts on Brookfield's investor day presentation yesterday & would you agree with the management outlook going forward.
Best regards Tom

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Read Answer Asked by Thomas on September 14, 2023