Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.09)
  • $100.09 P/E (TTM): 13.49X Cap: $21.31B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,760.67)
  • $2,760.67 P/E (TTM): 68.89X Cap: $57.21B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $250.89)
  • $250.89 P/E (TTM): 13.73X Cap: $44.39B
  • View IFC Profile
  • View Questions on IFC
• Brookfield Corporation Class A Limited Voting Shares (BN $53.94)
  • $53.94 P/E (TTM): 83.41X Cap: $123.67B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $25.39)
  • $25.39 P/E (TTM): 99.71X Cap: $6.42B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $40.20)
  • $40.20 P/E (TTM): 13.01X Cap: $14.78B
  • View XEQT Profile
  • View Questions on XEQT

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 $12.26)
  • $12.26 Cap: $2.96B
  • View RUN Profile
  • View Questions on RUN

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 $199.64)
  • $199.64 P/E (TTM): 76.69X Cap: $333.95B
  • View AMD Profile
  • View Questions on AMD

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 $7.79)
  • $7.79 P/E (TTM): 16.75X Cap: $6M
  • View ESP Profile
  • View Questions on ESP

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 $403.94)
  • $403.94 P/E (TTM): 25.38X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• Brookfield Renewable Partners L.P. (BEP.UN $41.98)
  • $41.98 Cap: $28.69B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.72)
  • $59.72 P/E (TTM): 30.21X Cap: $99.40B
  • View BAM Profile
  • View Questions on BAM

Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $4.16)
  • $4.16 Cap: $1.05B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $37.02)
  • $37.02 P/E (TTM): 6.89X Cap: $4.83B
  • View VBAL Profile
  • View Questions on VBAL

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 $54.05)
  • $54.05 Cap: $4.13B
  • View LMND Profile
  • View Questions on LMND

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 $199.64)
  • $199.64 P/E (TTM): 76.69X Cap: $333.95B
  • View AMD Profile
  • View Questions on AMD

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 $162.50)
  • $162.50 P/E (TTM): 26.01X Cap: $27.92B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Information Technology ETF (VGT $725.98)
  • $725.98 P/E (TTM): 36.76X
  • View VGT Profile
  • View Questions on VGT

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 $31.20)
  • $31.20 P/E (TTM): 23.38X Cap: $19.04B
  • View SMCI Profile
  • View Questions on SMCI

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 $2,760.67)
  • $2,760.67 P/E (TTM): 68.89X Cap: $57.21B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $229.77)
  • $229.77 P/E (TTM): 30.69X Cap: $30.80B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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 $186.07)
  • $186.07 P/E (TTM): 28.27X Cap: $2.28B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $77.07)
  • $77.07 P/E (TTM): 55.3X Cap: $96.33B
  • View CVS Profile
  • View Questions on CVS

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 $100.09)
  • $100.09 P/E (TTM): 13.49X Cap: $21.31B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

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 $4,326.24)
  • $4,326.24 P/E (TTM): 26.31X Cap: $136.90B
  • View BKNG Profile
  • View Questions on BKNG
• Starbucks Corporation (SBUX $102.42)
  • $102.42 P/E (TTM): 83.97X Cap: $115.56B
  • View SBUX Profile
  • View Questions on SBUX
• lululemon athletica inc. (LULU $162.83)
  • $162.83 P/E (TTM): 11.58X Cap: $18.26B
  • View LULU Profile
  • View Questions on LULU

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 $35.15)
  • $35.15 P/E (TTM): 5.39X Cap: $32.81B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $18.11)
  • $18.11 P/E (TTM): 25.86X Cap: $28.16B
  • View T Profile
  • View Questions on T

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 $155.23)
  • $155.23 P/E (TTM): 134.8X Cap: $68.26B
  • View CCO Profile
  • View Questions on CCO

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