Investment Q&A

• JPMorgan Chase & Co. (JPM $300.26)
  • $300.26 P/E (TTM): 14.87X Cap: $809.81B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,007.73)
  • $1,007.73 P/E (TTM): 44.36X Cap: $950.64B
  • View LLY Profile
  • View Questions on LLY
• Uber Technologies Inc. (UBER $76.36)
  • $76.36 P/E (TTM): 16.06X Cap: $157.15B
  • View UBER Profile
  • View Questions on UBER

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 $166.67)
  • $166.67 P/E (TTM): 129.35X Cap: $217.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $2,693.13)
  • $2,693.13 P/E (TTM): 60.17X Cap: $57.07B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $351.23)
  • $351.23 P/E (TTM): 44.59X Cap: $40.38B
  • View CLS Profile
  • View Questions on CLS
• Celestica Inc. (CLS $256.95)
  • $256.95 P/E (TTM): 44.59X Cap: $29.52B
  • View CLS Profile
  • View Questions on CLS

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 $78.38)
  • $78.38 P/E (TTM): 22.36X Cap: $39.77B
  • View FTS Profile
  • View Questions on FTS
• Enbridge Inc (ENB $54.33)
  • $54.33 P/E (TTM): 28.19X Cap: $118.58B
  • View ENB Profile
  • View Questions on ENB

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 $74.30)
  • $74.30 P/E (TTM): 28.19X Cap: $162.12B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $88.65)
  • $88.65 P/E (TTM): 27.64X Cap: $88.65B
  • View TRP Profile
  • View Questions on TRP

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 $106.06)
  • $106.06 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

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): 20.74X
  • View CWB Profile
  • View Questions on CWB

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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 $5.97)
  • $5.97 P/E (TTM): 2.67X Cap: $200M
  • View IMMR Profile
  • View Questions on IMMR

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 $263.75)
  • $263.75 P/E (TTM): 33.51X Cap: $3.87T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $208.73)
  • $208.73 P/E (TTM): 29.06X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL $303.58)
  • $303.58 P/E (TTM): 28.36X Cap: $3.67T
  • View GOOGL Profile
  • View Questions on GOOGL
• NVIDIA Corporation (NVDA $180.05)
  • $180.05 P/E (TTM): 37.24X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.67)
  • $166.67 P/E (TTM): 129.35X Cap: $217.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $497.42)
  • $497.42 P/E (TTM): 63.06X Cap: $176.64B
  • View ISRG Profile
  • View Questions on ISRG
• WSP Global Inc. (WSP $235.00)
  • $235.00 P/E (TTM): 31.5X Cap: $31.68B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• goeasy Ltd. (GSY $106.06)
  • $106.06 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares Russell 2000 Growth ETF (IWO $331.48)
  • $331.48 P/E (TTM): 22.36X Cap: $12.99B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $259.24)
  • $259.24 P/E (TTM): 17.63X Cap: $73.31B
  • View IWM Profile
  • View Questions on IWM
• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.08B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• iShares Core S&P Small-Cap ETF (IJR $129.20)
  • $129.20 P/E (TTM): 17.5X Cap: $95.38B
  • View IJR Profile
  • View Questions on IJR
• iShares Russell 2000 Value ETF (IWN $196.06)
  • $196.06 P/E (TTM): 14.27X Cap: $12.82B
  • View IWN Profile
  • View Questions on IWN
• Boyd Group Services Inc. (BYD $235.45)
  • $235.45 P/E (TTM): 236.49X Cap: $6.55B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Propel Holdings Inc. (PRL $18.88)
  • $18.88 P/E (TTM): 9.83X Cap: $743M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $58.81)
  • $58.81 P/E (TTM): 88.54X Cap: $132.04B
  • View BN Profile
  • View Questions on BN
• ISHARES TRUST (IJT $151.35)
  • $151.35 P/E (TTM): 20.01X Cap: $6.78B
  • View IJT Profile
  • View Questions on IJT

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 $12.46)
  • $12.46 P/E (TTM): 73.65X Cap: $8.22B
  • View AAL Profile
  • View Questions on AAL

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 $106.06)
  • $106.06 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $115.97)
  • $115.97 P/E (TTM): 19.38X Cap: $4.24B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 112.7X Cap: $859M
  • View ECN Profile
  • View Questions on ECN
• Propel Holdings Inc. (PRL $18.88)
  • $18.88 P/E (TTM): 9.83X Cap: $743M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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

• Superior Plus Corp. (SPB $6.72)
  • $6.72 P/E (TTM): 13.2X Cap: $1.47B
  • View SPB Profile
  • View Questions on SPB

Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024

• Jacobs Solutions Inc. (J $138.88)
  • $138.88 P/E (TTM): 38.62X Cap: $16.30B
  • View J Profile
  • View Questions on J

Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024