Investment Q&A

• JPMorgan Chase & Co. (JPM $289.48)
  • $289.48 P/E (TTM): 14.47X Cap: $780.73B
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• Eli Lilly and Company (LLY $990.33)
  • $990.33 P/E (TTM): 43.15X Cap: $934.23B
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• Uber Technologies Inc. (UBER $75.13)
  • $75.13 P/E (TTM): 15.88X Cap: $154.62B
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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 $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
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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 $2,963.34)
  • $2,963.34 P/E (TTM): 69.47X Cap: $62.79B
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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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
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• Celestica Inc. (CLS $249.52)
  • $249.52 P/E (TTM): 34.88X Cap: $28.74B
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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 $78.59)
  • $78.59 P/E (TTM): 22.52X Cap: $39.87B
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• Enbridge Inc (ENB $54.06)
  • $54.06 P/E (TTM): 28.1X Cap: $118.04B
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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 $73.47)
  • $73.47 P/E (TTM): 28.1X Cap: $160.31B
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• TC Energy Corporation (TRP $86.59)
  • $86.59 P/E (TTM): 26.89X Cap: $86.59B
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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 $109.59)
  • $109.59 P/E (TTM): 7.98X Cap: $1.75B
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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 $6.08)
  • $6.08 P/E (TTM): 2.63X Cap: $198M
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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 $257.46)
  • $257.46 P/E (TTM): 32.59X Cap: $3.77T
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• Amazon.com Inc. (AMZN $213.21)
  • $213.21 P/E (TTM): 29.74X Cap: $2.28T
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• Alphabet Inc. (GOOGL $298.31)
  • $298.31 P/E (TTM): 27.62X Cap: $3.61T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 36.29X Cap: $4.32T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
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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 $490.16)
  • $490.16 P/E (TTM): 62.28X Cap: $174.07B
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• WSP Global Inc. (WSP $224.78)
  • $224.78 P/E (TTM): 30.17X Cap: $30.30B
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• goeasy Ltd. (GSY $109.59)
  • $109.59 P/E (TTM): 7.98X Cap: $1.75B
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• iShares Russell 2000 Growth ETF (IWO $320.36)
  • $320.36 P/E (TTM): 22.36X Cap: $12.55B
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• iShares Russell 2000 ETF (IWM $250.89)
  • $250.89 P/E (TTM): 17.63X Cap: $70.95B
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• WELL Health Technologies Corp. (WELL $4.35)
  • $4.35 Cap: $1.10B
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• iShares Core S&P Small-Cap ETF (IJR $124.79)
  • $124.79 P/E (TTM): 17.5X Cap: $92.12B
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• iShares Russell 2000 Value ETF (IWN $190.41)
  • $190.41 P/E (TTM): 14.27X Cap: $12.45B
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• Boyd Group Services Inc. (BYD $224.83)
  • $224.83 P/E (TTM): 223.79X Cap: $6.25B
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• Propel Holdings Inc. (PRL $20.07)
  • $20.07 P/E (TTM): 10.41X Cap: $789M
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• Brookfield Corporation Class A Limited Voting Shares (BN $55.97)
  • $55.97 P/E (TTM): 82.45X Cap: $125.67B
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• ISHARES TRUST (IJT $145.65)
  • $145.65 P/E (TTM): 20.01X Cap: $6.53B
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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 $11.18)
  • $11.18 P/E (TTM): 65.76X Cap: $7.38B
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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 $109.59)
  • $109.59 P/E (TTM): 7.98X Cap: $1.75B
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• EQB Inc. (EQB $119.03)
  • $119.03 P/E (TTM): 19.94X Cap: $4.35B
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 37.44X Cap: $859M
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• Propel Holdings Inc. (PRL $20.07)
  • $20.07 P/E (TTM): 10.41X Cap: $789M
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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

• Superior Plus Corp. (SPB $6.59)
  • $6.59 P/E (TTM): 13.12X Cap: $1.44B
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Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
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Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024

• Jacobs Solutions Inc. (J $136.79)
  • $136.79 P/E (TTM): 38.0X Cap: $16.06B
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Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024