Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.25)
  • $99.25 P/E (TTM): 13.49X Cap: $21.31B
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• Constellation Software Inc. (CSU $2,700.08)
  • $2,700.08 P/E (TTM): 68.89X Cap: $57.21B
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• Intact Financial Corporation (IFC $250.00)
  • $250.00 P/E (TTM): 13.73X Cap: $44.39B
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• Brookfield Corporation Class A Limited Voting Shares (BN $55.08)
  • $55.08 P/E (TTM): 83.41X Cap: $123.67B
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• Lumine Group Inc. (LMN $25.05)
  • $25.05 P/E (TTM): 99.71X Cap: $6.42B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• iShares Core Equity ETF Portfolio (XEQT $40.46)
  • $40.46 P/E (TTM): 13.01X Cap: $14.78B
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Q: Could I please have your opinion on Mawer global .cf. in a tfsa. Thanks

Upvote 2

Read Answer Asked by Joseph on May 01, 2024

• Sunrun Inc. (RUN $12.63)
  • $12.63 Cap: $2.96B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $204.83)
  • $204.83 P/E (TTM): 76.69X Cap: $333.95B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

Q: Hello 5i Team

Further to David's question on April 30 regarding dividend stocks - a suggested site is:

dividendgrowthinvestingandretirement.com

The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.

Upvote 8

Read Answer Asked by Stephen on May 01, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $7.49)
  • $7.49 P/E (TTM): 16.75X Cap: $6M
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Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar

Upvote 1

Read Answer Asked by auftar on May 01, 2024

• Microsoft Corporation (MSFT $404.88)
  • $404.88 P/E (TTM): 25.38X Cap: $3T
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• Brookfield Renewable Partners L.P. (BEP.UN $42.19)
  • $42.19 Cap: $28.69B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.68)
  • $60.68 P/E (TTM): 30.21X Cap: $99.40B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $4.15)
  • $4.15 Cap: $1.05B
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Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Upvote 6

Read Answer Asked by Charles on May 01, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.18)
  • $37.18 P/E (TTM): 6.89X Cap: $4.83B
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Q: Hi.
Looking to replace RBC 2025 retirement portfolio fund with an ETF in my RRSP. what do you suggest? I won't need the money for 8 or more years.

Thanks.

Upvote 1

Read Answer Asked by Lynn on May 01, 2024

• Lemonade Inc. (LMND $54.08)
  • $54.08 Cap: $4.13B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $204.83)
  • $204.83 P/E (TTM): 76.69X Cap: $333.95B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $163.54)
  • $163.54 P/E (TTM): 26.01X Cap: $27.92B
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• Vanguard Information Technology ETF (VGT $735.04)
  • $735.04 P/E (TTM): 36.76X
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $31.79)
  • $31.79 P/E (TTM): 23.38X Cap: $19.04B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• Constellation Software Inc. (CSU $2,700.08)
  • $2,700.08 P/E (TTM): 68.89X Cap: $57.21B
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• WSP Global Inc. (WSP $228.50)
  • $228.50 P/E (TTM): 30.69X Cap: $30.80B
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Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria

Upvote 4

Read Answer Asked by JR on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.67)
  • $191.67 P/E (TTM): 28.27X Cap: $2.28B
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Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Upvote 10

Read Answer Asked by Rick on May 01, 2024

• CVS Health Corporation (CVS $75.72)
  • $75.72 P/E (TTM): 55.3X Cap: $96.33B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.25)
  • $99.25 P/E (TTM): 13.49X Cap: $21.31B
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 7

Read Answer Asked by Lai Kuen on May 01, 2024

• Booking Holdings Inc. (BKNG $4,322.42)
  • $4,322.42 P/E (TTM): 26.31X Cap: $136.90B
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• Starbucks Corporation (SBUX $101.44)
  • $101.44 P/E (TTM): 83.97X Cap: $115.56B
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• lululemon athletica inc. (LULU $162.79)
  • $162.79 P/E (TTM): 11.58X Cap: $18.26B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• BCE Inc. (BCE $35.19)
  • $35.19 P/E (TTM): 5.39X Cap: $32.81B
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• TELUS Corporation (T $18.04)
  • $18.04 P/E (TTM): 25.86X Cap: $28.16B
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Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Upvote 7

Read Answer Asked by Ted on May 01, 2024

• Cameco Corporation (CCO $156.74)
  • $156.74 P/E (TTM): 134.8X Cap: $68.26B
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Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Upvote 1

Read Answer Asked by Brad on May 01, 2024