Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $27.27)
  • $27.27 P/E (TTM): 17.83X Cap: $832M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $34.44)
  • $34.44 P/E (TTM): 17.36X Cap: $343M
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• State Street Utilities Select Sector SPDR ETF (XLU $46.04)
  • $46.04 P/E (TTM): 23.28X Cap: $23.16B
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• Vanguard Utilities ETF (VPU $199.13)
  • $199.13 P/E (TTM): 23.28X Cap: $7.70B
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• iShares U.S. Utilities ETF (IDU $116.58)
  • $116.58 P/E (TTM): 23.94X Cap: $1.44B
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• Hamilton Enhanced Utilities ETF (HUTS $15.23)
  • $15.23 P/E (TTM): 13.79X Cap: $206M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $306.60)
  • $306.60 P/E (TTM): 15.35X Cap: $832.78B
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• Eli Lilly and Company (LLY $1,018.87)
  • $1,018.87 P/E (TTM): 45.14X Cap: $962.75B
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• Uber Technologies Inc. (UBER $72.87)
  • $72.87 P/E (TTM): 9.07X Cap: $151.20B
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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 $168.30)
  • $168.30 P/E (TTM): 85.09X Cap: $217.22B
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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 $2,404.22)
  • $2,404.22 P/E (TTM): 52.94X Cap: $50.37B
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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 $394.75)
  • $394.75 P/E (TTM): 47.75X Cap: $45.95B
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• Celestica Inc. (CLS $288.47)
  • $288.47 P/E (TTM): 47.75X Cap: $33.55B
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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 $77.40)
  • $77.40 P/E (TTM): 22.27X Cap: $39.16B
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• Enbridge Inc (ENB $51.52)
  • $51.52 P/E (TTM): 26.85X Cap: $111.05B
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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 $70.58)
  • $70.58 P/E (TTM): 26.85X Cap: $152.10B
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• TC Energy Corporation (TRP $85.52)
  • $85.52 P/E (TTM): 26.05X Cap: $84.48B
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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 $117.92)
  • $117.92 P/E (TTM): 8.97X Cap: $1.95B
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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
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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
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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
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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
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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
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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 $6.00)
  • $6.00 P/E (TTM): 2.56X Cap: $193M
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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 $260.34)
  • $260.34 P/E (TTM): 33.4X Cap: $3.88T
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• Amazon.com Inc. (AMZN $204.05)
  • $204.05 P/E (TTM): 28.05X Cap: $2.19T
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• Alphabet Inc. (GOOGL $303.32)
  • $303.32 P/E (TTM): 27.94X Cap: $3.66T
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• NVIDIA Corporation (NVDA $186.57)
  • $186.57 P/E (TTM): 45.9X Cap: $4.56T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.30)
  • $168.30 P/E (TTM): 85.09X Cap: $217.22B
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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 $496.94)
  • $496.94 P/E (TTM): 62.69X Cap: $177.83B
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• WSP Global Inc. (WSP $224.16)
  • $224.16 P/E (TTM): 33.31X Cap: $29.45B
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• goeasy Ltd. (GSY $117.92)
  • $117.92 P/E (TTM): 8.97X Cap: $1.95B
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• iShares Russell 2000 Growth ETF (IWO $336.42)
  • $336.42 P/E (TTM): 22.36X Cap: $13.31B
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• iShares Russell 2000 ETF (IWM $263.09)
  • $263.09 P/E (TTM): 17.63X Cap: $76.58B
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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• iShares Core S&P Small-Cap ETF (IJR $130.30)
  • $130.30 P/E (TTM): 17.5X Cap: $96.78B
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• iShares Russell 2000 Value ETF (IWN $199.17)
  • $199.17 P/E (TTM): 14.27X Cap: $12.95B
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• Boyd Group Services Inc. (BYD $234.45)
  • $234.45 P/E (TTM): 228.28X Cap: $6.49B
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• Propel Holdings Inc. (PRL $22.11)
  • $22.11 P/E (TTM): 11.48X Cap: $905M
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.99)
  • $62.99 P/E (TTM): 95.96X Cap: $145.85B
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• ISHARES TRUST (IJT $151.52)
  • $151.52 P/E (TTM): 20.01X Cap: $6.78B
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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 $13.36)
  • $13.36 P/E (TTM): 16.0X Cap: $9.30B
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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 $117.92)
  • $117.92 P/E (TTM): 8.97X Cap: $1.95B
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• EQB Inc. (EQB $116.80)
  • $116.80 P/E (TTM): 18.1X Cap: $4.56B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.33X Cap: $864M
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• Propel Holdings Inc. (PRL $22.11)
  • $22.11 P/E (TTM): 11.48X Cap: $905M
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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