Investment Q&A

• The Walt Disney Company (DIS $112.55)
  • $112.55 P/E (TTM): 22.94X Cap: $202.35B
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Q: Hi
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.

Kenn

Upvote 14

Read Answer Asked by Kenneth on November 07, 2023

Q: What would you recommend for an ETF that holds a broad base of US stocks (such as S&P 500) but is sold in CDN dollars, non-hedged. Also, a similar ETF that is priced in USD. Thanks

Upvote 14

Read Answer Asked by Maria on November 06, 2023

• Lumine Group Inc. (LMN $52.80)
  • $52.80 Cap: $13.54B
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Q: Your recent report on LMN shows 4.40 B market cap but everywhere else I look it is only 1.27 B. Can you please confirm the size of the company?

Upvote 21

Read Answer Asked by Cheryl on November 06, 2023

• BCE Inc. (BCE $33.58)
  • $33.58 P/E (TTM): 79.79X Cap: $30.95B
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Q: Can I get your thoughts on the recent earnings? I don't see any comments on it yet.

Also I see previously you replied on Oct 3rd "No dividend is ever guaranteed, but BCE has a very solid record. 12-month payout ratio is less than 50% on operating cash flow."

Can you provide me some insight on why you referenced operating cash flow and not (levered) free cash flow? Is this because BCE has a capex intensive business at times and its free cash flow can vary significantly quarter to quarter and year to year or are there other reasons? Thanks

Upvote 18

Read Answer Asked by Marco on November 06, 2023

• Expedia Group Inc. (EXPE $192.63)
  • $192.63 P/E (TTM): 23.3X Cap: $23.83B
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• Booking Holdings Inc. (BKNG $5,364.25)
  • $5,364.25 P/E (TTM): 37.69X Cap: $173.85B
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Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?

Upvote 12

Read Answer Asked by Peter on November 06, 2023

Q: I was just wondering if I should sell ATZ at a loss in TFSA and re-buy in RESP. Would transfer In Kind work better? Would the Average Cost in RESP be the same as in TFSA if shares were transferred In Kind?

Upvote 9

Read Answer Asked by Hali on November 06, 2023

• Apple Inc. (AAPL $227.18)
  • $227.18 P/E (TTM): 34.8X Cap: $3.37T
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• Amazon.com Inc. (AMZN $221.30)
  • $221.30 P/E (TTM): 33.95X Cap: $2.36T
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• Alphabet Inc. (GOOG $201.63)
  • $201.63 P/E (TTM): 21.54X Cap: $2.43T
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• AbbVie Inc. (ABBV $198.64)
  • $198.64 P/E (TTM): 84.64X Cap: $350.90B
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• Medtronic plc. (MDT $92.74)
  • $92.74 P/E (TTM): 25.73X Cap: $118.82B
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• Zimmer Biomet Holdings Inc. (ZBH $100.02)
  • $100.02 P/E (TTM): 22.06X Cap: $19.81B
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Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.

Upvote 5

Read Answer Asked by Harvey on November 06, 2023

• TELUS Corporation (T $22.08)
  • $22.08 P/E (TTM): 34.53X Cap: $33.42B
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Q: Hello 5i I think the first IPO for TELUS around 1990 was 10.00 per share.
Do have the info as to what one share at IPO share price of 10.00 would be worth today including splits.

Upvote 6

Read Answer Asked by Michael on November 06, 2023

• Alphabet Inc. (GOOG $201.63)
  • $201.63 P/E (TTM): 21.54X Cap: $2.43T
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• Microsoft Corporation (MSFT $521.77)
  • $521.77 P/E (TTM): 38.27X Cap: $3.87T
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• Royal Bank of Canada (RY $183.87)
  • $183.87 P/E (TTM): 19.72X Cap: $259.17B
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• Toronto-Dominion Bank (The) (TD $100.78)
  • $100.78 P/E (TTM): 10.31X Cap: $173.59B
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• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $95.94B
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• Enbridge Inc. (ENB $65.47)
  • $65.47 P/E (TTM): 22.74X Cap: $142.72B
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• Sun Life Financial Inc. (SLF $78.45)
  • $78.45 P/E (TTM): 14.23X Cap: $44.59B
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• Intact Financial Corporation (IFC $278.83)
  • $278.83 P/E (TTM): 22.55X Cap: $49.73B
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• Alimentation Couche-Tard Inc. (ATD $69.94)
  • $69.94 P/E (TTM): 18.79X Cap: $66.30B
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• Miscellaneous (MISC)
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• Hydro One Limited (H $50.73)
  • $50.73 P/E (TTM): 24.99X Cap: $30.46B
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• Brookfield Corporation Class A Limited Voting Shares (BN $88.70)
  • $88.70 P/E (TTM): 232.14X Cap: $146.13B
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Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!

Upvote 36

Read Answer Asked by Janet on November 06, 2023

• Trisura Group Ltd. (TSU $42.72)
  • $42.72 P/E (TTM): 18.48X Cap: $2.04B
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Q: hi folks...opinion on Q results for Trisura tsu/t....Scotia has EPS23E of $1.47, but 24E of $2.84...quite an increase....thoughts going forward, thanks, jb

Upvote 6

Read Answer Asked by John on November 06, 2023

• Algoma Steel Group Inc. (ASTL $6.04)
  • $6.04 Cap: $633M
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Q: your view please on astl given recent earnings.
thank you.

Upvote 4

Read Answer Asked by howard on November 06, 2023

• Vermilion Energy Inc. (VET $10.07)
  • $10.07 Cap: $1.55B
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Q: What are your thoughts on Vermillion's earnings, growth, future

Upvote 8

Read Answer Asked by Mark on November 06, 2023

Q: Hello 5i
I must have missed some changes to your site recently. I see the “heart” is gone and some kind of counter and another symbol have been added.
Could you please explain the changes or point me to an explanation within the site.
Thank you
Dave

Upvote 32

Read Answer Asked by Dave on November 06, 2023

• Fox Factory Holding Corp. (FOXF $27.71)
  • $27.71 Cap: $1.17B
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Q: The market does not like the decline in sales and for that matter the acquisition as well. Do you think to blame the strike for the extent of decline is justified?
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2023

• TELUS Corporation (T $22.08)
  • $22.08 P/E (TTM): 34.53X Cap: $33.42B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.04)
  • $79.04 P/E (TTM): 16.1X Cap: $13.88B
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Q: Hi,

Total return, long term investor with a diversified portfolio. If you had new money to add to a portfolio, would you consider CCL.B and T decent prospects, especially on weakness in the last year or so (these are small holdings in my portfolio)?
Thanks, Michael

Upvote 19

Read Answer Asked by Michael on November 06, 2023

• Omega Healthcare Investors Inc. (OHI $40.19)
  • $40.19 P/E (TTM): 24.75X Cap: $11.85B
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Q: OHI’s 3rd quarter didn’t seem that bad at first glance. Any special reason they’re down 6% 4 days after the “ex” date?

Upvote 3

Read Answer Asked by David on November 06, 2023

• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $101.75B
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• Dollarama Inc. (DOL $192.56)
  • $192.56 P/E (TTM): 43.52X Cap: $53.38B
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• WSP Global Inc. (WSP $280.45)
  • $280.45 P/E (TTM): 51.13X Cap: $36.59B
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• TFI International Inc. (TFII $116.32)
  • $116.32 P/E (TTM): 19.98X Cap: $9.94B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.57B
  • View HPS.A Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $39.26)
  • $39.26 Cap: $13.61B
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• Topicus.com Inc. (TOI $175.99)
  • $175.99 P/E (TTM): 87.6X Cap: $22.85B
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• Lumine Group Inc. (LMN $52.80)
  • $52.80 Cap: $13.54B
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Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff

Upvote 9

Read Answer Asked by JEFF on November 06, 2023

• Black Diamond Group Limited (BDI $11.54)
  • $11.54 P/E (TTM): 24.46X Cap: $719M
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Q: Peter and His Wonder Team
BDI just reported good Q3 results and I think raised the dividend. What do you think of it going forward? Is it a good time to sell or does it deserve to be held for another quarter or two..I am in the black! Thanks...your objective perspective is always helpful in my decision making.

Upvote 4

Read Answer Asked by Ernest on November 06, 2023

• Apple Inc. (AAPL $227.18)
  • $227.18 P/E (TTM): 34.8X Cap: $3.37T
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• Alphabet Inc. (GOOG $201.63)
  • $201.63 P/E (TTM): 21.54X Cap: $2.43T
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• Booking Holdings Inc. (BKNG $5,364.25)
  • $5,364.25 P/E (TTM): 37.69X Cap: $173.85B
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• Eli Lilly and Company (LLY $635.22)
  • $635.22 P/E (TTM): 50.91X Cap: $601.20B
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• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.74B
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• Advanced Micro Devices Inc. (AMD $172.28)
  • $172.28 P/E (TTM): 126.1X Cap: $279.58B
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• Vanguard Dividend Appreciation FTF (VIG $206.72)
  • $206.72 P/E (TTM): 51.22X Cap: $90.66B
  • View VIG Profile
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• Viemed Healthcare Inc. (VMD $7.29)
  • $7.29 P/E (TTM): 23.67X Cap: $288M
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• Berkshire Hathaway Inc. (BRK.B $464.73)
  • $464.73 P/E (TTM): 0.01X Cap: $1T
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Q: Good Morning,

Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad

Upvote 9

Read Answer Asked by Bradley on November 06, 2023

• Enbridge Inc. cumulative redeemable preference shares series L (ENB.PF.U $23.56)
  • $23.56 P/E (TTM): 22.74X Cap: $103.77B
  • View ENB.PF.U Profile
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Q: Could you please tell me what is the risk of buying this preferred today? I believe it resets in Sept 2027. Rates will likely be lower then, but what would the yield and price look like then relative to today's value and rate. I'm looking for USD income but with a dividend tax credit benefit. Any other suggestions (MG, NTR, QSR?) instead of this strategy? Thanks

Upvote 1

Read Answer Asked by Carlo on November 06, 2023