Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.41)
  • $103.41 P/E (TTM): 13.86X Cap: $22.20B
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• Dollarama Inc. (DOL $193.63)
  • $193.63 P/E (TTM): 41.11X Cap: $53.01B
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• Intact Financial Corporation (IFC $250.45)
  • $250.45 P/E (TTM): 13.52X Cap: $44.47B
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• Restaurant Brands International Inc. (QSR $100.57)
  • $100.57 P/E (TTM): 31.62X Cap: $45.76B
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• Stantec Inc. (STN $122.98)
  • $122.98 P/E (TTM): 28.94X Cap: $14.02B
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
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• Toromont Industries Ltd. (TIH $199.61)
  • $199.61 P/E (TTM): 32.88X Cap: $16.25B
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• BRP Inc. Subordinate Voting Shares (DOO $89.20)
  • $89.20 Cap: $6.54B
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Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.

Upvote 12

Read Answer Asked by Dan on April 13, 2024

Q: Good Day 5I team: Is it allowed by CRA to transfer a security from a non registered trading account to your tax free savings account,to make up your contribution limit? Thanks Larry

Upvote 4

Read Answer Asked by Larry on April 13, 2024

• MTY Food Group Inc. (MTY $39.47)
  • $39.47 P/E (TTM): 7.62X Cap: $901M
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Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on April 13, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.65)
  • $68.65 P/E (TTM): 24.77X Cap: $34.10B
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• Lundin Mining Corporation (LUN $34.73)
  • $34.73 Cap: $29.67B
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• Capstone Copper Corp. (CS $11.24)
  • $11.24 P/E (TTM): 20.19X Cap: $8.58B
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Q: Hi 5i. Any thoughts on the copper market? What are your favorite copper oriented stocks/etf and why.

Thanks so much!
Gary

Upvote 5

Read Answer Asked by Gary on April 13, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $55.97)
  • $55.97 P/E (TTM): 82.45X Cap: $125.67B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.58)
  • $62.58 P/E (TTM): 30.73X Cap: $102.51B
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Q: Hello, What is the reason for the generally tame performance of these two stocks? Is this mainly interest rate related. Can you please let me know on your thoughts and discuss the reasons to hold or not hold them for the long term. Thanks.

Shyam

Upvote 2

Read Answer Asked by Shyam on April 13, 2024

• Descartes Systems Group Inc. (The) (DSG $97.51)
  • $97.51 P/E (TTM): 42.5X Cap: $8.38B
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• Advanced Micro Devices Inc. (AMD $192.43)
  • $192.43 P/E (TTM): 72.62X Cap: $313.73B
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• Canadian General Investments Limited (CGI $49.17)
  • $49.17 P/E (TTM): 25.51X Cap: $1.02B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.55)
  • $9.55 P/E (TTM): 9.55X Cap: $272M
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• Propel Holdings Inc. (PRL $20.07)
  • $20.07 P/E (TTM): 10.41X Cap: $789M
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Q: Good morning,

For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?

Thanks,

Brad

Upvote 10

Read Answer Asked by Bradley on April 13, 2024

• Zoetis Inc. Class A (ZTS $121.43)
  • $121.43 P/E (TTM): 20.17X Cap: $51.25B
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Q: Good morning,

Can you shed some light on Zoetis' decline this am?

Thank you.

Upvote 2

Read Answer Asked by Brad on April 13, 2024

• Maxar Technologies Inc. (MAXR $70.54)
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Q: Hi all...any idea where things stand with the class action against maxar?

Upvote 1

Read Answer Asked by dan on April 13, 2024

• Murphy Oil Corporation (MUR $34.55)
  • $34.55 P/E (TTM): 47.99X Cap: $4.93B
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• Alimentation Couche-Tard Inc. (ATD $80.76)
  • $80.76 P/E (TTM): 21.63X Cap: $74.76B
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• Caseys General Stores Inc. (CASY $664.60)
  • $664.60 P/E (TTM): 40.82X Cap: $24.63B
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• Murphy USA Inc. (MUSA $438.43)
  • $438.43 P/E (TTM): 18.07X Cap: $7.47B
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Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Upvote 3

Read Answer Asked by David on April 13, 2024

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
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• Palo Alto Networks Inc. (PANW $165.05)
  • $165.05 P/E (TTM): 91.19X Cap: $134.68B
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• DocuSign Inc. (DOCU $48.69)
  • $48.69 P/E (TTM): 34.05X Cap: $9.75B
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• CrowdStrike Holdings Inc. (CRWD $428.99)
  • $428.99 Cap: $108.79B
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• UiPath Inc. Class A (PATH $11.86)
  • $11.86 P/E (TTM): 28.24X Cap: $6.34B
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Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $17.31)
  • $17.31 Cap: $296M
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Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $77.20)
  • $77.20 P/E (TTM): 15.88X Cap: $91.62B
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• Brookfield Infrastructure Corporation (BIPC $46.50)
  • $46.50 Cap: $6.14B
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Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $83.67)
  • $83.67 P/E (TTM): 34.43X Cap: $61.90B
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• Palo Alto Networks Inc. (PANW $165.05)
  • $165.05 P/E (TTM): 91.19X Cap: $134.68B
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• Rapid7 Inc. (RPD $7.07)
  • $7.07 P/E (TTM): 19.64X Cap: $465M
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• CrowdStrike Holdings Inc. (CRWD $428.99)
  • $428.99 Cap: $108.79B
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• Roblox Corporation Class A (RBLX $63.53)
  • $63.53 Cap: $45.02B
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Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $330.48)
  • $330.48 P/E (TTM): 69.57X Cap: $1.56T
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• Microsoft Corporation (MSFT $408.96)
  • $408.96 P/E (TTM): 25.58X Cap: $3.03T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 36.29X Cap: $4.32T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $192.43)
  • $192.43 P/E (TTM): 72.62X Cap: $313.73B
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• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 70.9X Cap: $92.50B
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Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $2.50)
  • $2.50 P/E (TTM): 8.33X Cap: $236M
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• International Petroleum Corporation (IPCO $33.55)
  • $33.55 P/E (TTM): 102.97X Cap: $3.76B
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Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $55.97)
  • $55.97 P/E (TTM): 82.45X Cap: $125.67B
  • View BN Profile
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Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
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Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024