Investment Q&A

• Constellation Software Inc. (CSU $4,767.75)
  • $4,767.75 P/E (TTM): 98.53X Cap: $101.51B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.24)
  • $208.24 P/E (TTM): 97.92X Cap: $227.24B
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Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?

Jack

Upvote 18

Read Answer Asked by John on December 06, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.67)
  • $14.67 P/E (TTM): 12.67X Cap: $1.46B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.48)
  • $13.48 P/E (TTM): 65.3X Cap: $803M
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• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $21.85)
  • $21.85 P/E (TTM): 85.45X Cap: $658M
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• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $19.05)
  • $19.05 P/E (TTM): 62.83X Cap: $808M
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Q: Could you please give me your thoughts on the following etf's for a RIF that is looking at income? HMAX,UMAX,SMAX and QMAX. Thanks Gary

Upvote 9

Read Answer Asked by Gary on December 06, 2023

• UnitedHealth Group Incorporated (DE) (UNH $246.98)
  • $246.98 P/E (TTM): 10.09X Cap: $227.69B
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• Elevance Health Inc. (ELV $279.24)
  • $279.24 P/E (TTM): 10.7X Cap: $62.24B
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Q: Hello Folks:
We have owned UNH for many years; it has been a good investment. Recently we have begin to additionally purchase ELV:US.
How would you compare the future of these two companies?
Thanks again for the great service
brian

Upvote 4

Read Answer Asked by Brian on December 06, 2023

Q: Your thoughts on a switch from PSA.to to XLB.to?
Thank you.

Upvote 4

Read Answer Asked by Lawrence on December 05, 2023

• Savaria Corporation (SIS $20.19)
  • $20.19 P/E (TTM): 28.75X Cap: $1.44B
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Q: Your thoughts please on the executive changes at Savaria?

Thx

Upvote 10

Read Answer Asked by blake on December 05, 2023

• BMO MSCI Emerging Markets Index ETF (ZEM $24.24)
  • $24.24 P/E (TTM): 0.15X Cap: $1.52B
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• iShares MSCI Emerging Markets ex China ETF (EMXC $63.13)
  • $63.13 P/E (TTM): 0.13X Cap: $13.11B
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Q: I have a small holding of ZEM but would like an Emerging Markets ETF that does not include China. Can you suggest any ETFs?
Thanks!

Upvote 5

Read Answer Asked by Grant on December 05, 2023

Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.

Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?

Upvote 11

Read Answer Asked by Adam on December 05, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Northland Power Inc. (NPI $22.44)
  • $22.44 P/E (TTM): 22.58X Cap: $5.90B
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• Savaria Corporation (SIS $20.19)
  • $20.19 P/E (TTM): 28.75X Cap: $1.44B
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• TerraVest Industries Inc. (TVK $153.44)
  • $153.44 P/E (TTM): 41.76X Cap: $3.04B
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• Trisura Group Ltd. (TSU $41.51)
  • $41.51 P/E (TTM): 18.07X Cap: $1.98B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff

Upvote 3

Read Answer Asked by Jeff on December 05, 2023

• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.45)
  • $72.45 P/E (TTM): 4.1X Cap: $9.77B
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• iShares Cybersecurity and Tech Index ETF (XHAK $51.06)
  • $51.06 P/E (TTM): 66.23X Cap: $20M
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Q: what is your opinion of xhak and what is your favourite cyber security etf

Upvote 4

Read Answer Asked by WALTER JOHN on December 05, 2023

• Open Text Corporation (OTEX $39.98)
  • $39.98 P/E (TTM): 11.68X Cap: $10.49B
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Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.

Upvote 7

Read Answer Asked by Adam on December 05, 2023

• North West Company Inc. (The) (NWC $48.10)
  • $48.10 P/E (TTM): 16.73X Cap: $2.31B
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Q: Hello
Why the bump today? Report due tomorrow. Would seem a bit odd for the stock to add 4 % pre reporting do you agree?
What is the consensus for earnings tomorrow?
Thanks
Jeff

Upvote 5

Read Answer Asked by JEFF on December 05, 2023

• Miscellaneous (MISC)
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Q: I heard lot of money has been invested in MONEY MARKET or GIC. is there a way for regular investors to check when money is coming out of money market or GIC and investing in EQUITIES.

Thanks for the great service.

Upvote 8

Read Answer Asked by Hector on December 05, 2023

• Arthur J. Gallagher & Co. (AJG $285.70)
  • $285.70 P/E (TTM): 43.92X Cap: $73.27B
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Q: Great chart for AJG. My question is about current litigation for "green coal" - do you have any info/ advice about possible exposure/ risk?
thank you

Upvote 1

Read Answer Asked by sam on December 05, 2023

• CI Gold Bullion Fund (VALT $41.18)
  • $41.18 Cap: $111M
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Q: What do you think of this ETF to play the gold run up or have I missed the boat?
Is this tied to the price of gold? Would you expect the price of gold to increase as the interest rates decrease?
Thanks
Jeff

Upvote 2

Read Answer Asked by JEFF on December 05, 2023

• Vertiv Holdings LLC Class A (VRT $137.58)
  • $137.58 P/E (TTM): 81.51X Cap: $52.98B
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Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley

Upvote 5

Read Answer Asked by Lesley on December 05, 2023

• Canopy Growth Corporation (WEED $1.42)
  • $1.42 Cap: $159M
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Q: Hello 5i, I noticed a bump up on pot stocks recently, could you comment as to the reason?

Upvote 1

Read Answer Asked by Michael on December 05, 2023

• JPMorgan Income ETF (JPIE $46.21)
  • $46.21 Cap: $4.34B
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Q: hello 5i:
Recently tried to buy JPIE in our Investorline account, but the trade would not go thru. I then spoke to an Investorline rep who advised there was a trading halt on the security. I can't find anything, on any site (JPMs included) about a trading halt. Can you shed any light?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on December 05, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.99)
  • $42.99 P/E (TTM): 522.13X Cap: $28.23B
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Q: Hi Peter and Staff

BIP.UN is in utilities sector in G&M and on your website. You have mentioned you have a preference to it versus BEP. Your favourite utilities when asked are usually BEP, FTS and H?
How would you rank it if ranked with the other 3?

Thanks for all you do

Dennis

Upvote 18

Read Answer Asked by Dennis on December 05, 2023

• GoldMining Inc. (GOLD $1.11)
  • $1.11 Cap: $220M
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Q: Your opinion and outlook please

Upvote 1

Read Answer Asked by dennis on December 05, 2023

• Fortis Inc. (FTS $69.61)
  • $69.61 P/E (TTM): 20.78X Cap: $34.82B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.57)
  • $47.57 Cap: $17.66B
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Q: What would your top three utility picks be today for income and some capital appreciation?

Upvote 14

Read Answer Asked by Lyle on December 05, 2023