Investment Q&A

• Element Fleet Management Corp. (EFN $37.60)
  • $37.60 P/E (TTM): 27.0X Cap: $15.09B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $28.54)
  • $28.54 P/E (TTM): 19.45X Cap: $368M
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• BMO S&P US Small Cap Index ETF (ZSML $43.66)
  • $43.66 P/E (TTM): 17.5X Cap: $98M
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Q: Hi Peter,
This is for a TFSA account.
Option 1 - start a position in either EFN or GSY.
Option 2 - start a position in either ZSML or XMH.
Which would you choose of the two options and which stock/ETF for the highest growth for 10 years?

Upvote 7

Read Answer Asked by Dennis on July 31, 2024

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.49B
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Q: If you were to pick one of the following - LMN or TOI for a TFSA which would be your preference and why? Thanks.

Upvote 19

Read Answer Asked by Theodore on July 31, 2024

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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Q: SIS continues to hit 52 week highs. Anything happening that 5i sees ?

Thx

Upvote 11

Read Answer Asked by blake on July 31, 2024

• First Solar Inc. (FSLR $233.58)
  • $233.58 P/E (TTM): 20.66X Cap: $25.05B
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Q: Hello, could you comment on First Solar most recent earnings?
Thank you very much.

Upvote 3

Read Answer Asked by Stephane on July 31, 2024

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Pinterest Inc. Class A (PINS $32.51)
  • $32.51 P/E (TTM): 11.72X Cap: $22.10B
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Q: Morning, could break down the PINS quarter and where you see it now, would you add to a full position here... thx.M

Upvote 3

Read Answer Asked by Mark on July 31, 2024

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Tesla Inc. (TSLA $440.10)
  • $440.10 P/E (TTM): 266.77X Cap: $1.46T
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Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?

Upvote 14

Read Answer Asked by Ben on July 31, 2024

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 141.19X Cap: $4.76B
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Q: What does the market expect from kinaxis this evening?

Upvote 3

Read Answer Asked by Aldo on July 31, 2024

• Netflix Inc. (NFLX $1,089.00)
  • $1,089.00 P/E (TTM): 46.89X Cap: $462.74B
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Q: Netflix files to sell $1.8 billion in debt bonds in refinancing move.
What does this mean?

Upvote 3

Read Answer Asked by Helen on July 31, 2024

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.20B
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• iShares S&P/TSX SmallCap Index ETF (XCS $28.35)
  • $28.35 P/E (TTM): 1.05X Cap: $189M
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• iShares Russell 2000 ETF (IWM $244.85)
  • $244.85 P/E (TTM): 16.66X Cap: $69.52B
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• Hillsdale Canadian Micro Cap Equity Fund Ser A CA$ (HIL230 $45.59)
  • $45.59 P/E (TTM): 5.4X Cap: $26M
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• iShares Core S&P Small-Cap ETF (IJR $117.60)
  • $117.60 P/E (TTM): 17.32X Cap: $85.02B
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• Pacer US Small Cap Cash Cows ETF (CALF $43.26)
  • $43.26 P/E (TTM): 11.73X Cap: $3.79B
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Q: Speaking as specialists in Canadian small cap equity, what are your favourite Canadian and U.S. small and micro-cap equity mutual funds and ETFs?
Best regards,
David

Upvote 9

Read Answer Asked by David on July 30, 2024

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $223.61)
  • $223.61 P/E (TTM): 73.77X Cap: $11.29B
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• Altus Group Limited (AIF $56.78)
  • $56.78 P/E (TTM): 6.68X Cap: $2.44B
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• CBRE Group Inc Class A (CBRE $152.89)
  • $152.89 P/E (TTM): 42.78X Cap: $48.49B
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• AppFolio Inc. (APPF $235.71)
  • $235.71 P/E (TTM): 43.08X Cap: $8.69B
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Q: Your comments please on recent M&A announcement to sell its global property tax business for $700M.

Do you like the sector right now? Please rank AIF, CIGI, APPF, CBRE in order of preference. Thanks!

Upvote 2

Read Answer Asked by Adam on July 30, 2024

Q: Are you still emailing the market updates? I did not get the July 16 th update and cannot find it anywhere on 5i website. Where can I access this report?

Thanks

Upvote 2

Read Answer Asked on July 30, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Hello 5i

Open a position now or wait until after the financial results are released on August 2?

Thank

Upvote 1

Read Answer Asked by Charles on July 30, 2024

Q: Hello, Two months ago, I wrote to inquire about why the online stock return calculator on Stock Channel Canada was no longer working and hoped you could refer me to a new one that I might not know about. Now, after a few months, I have found that the site is back up and running. I just wanted to let you know. Thank you for your years of wonderful work.

Thank you.

Upvote 2

Read Answer Asked by Esther on July 30, 2024

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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Q: What is happening to CSU today? Down almost 2% so far.

Upvote 3

Read Answer Asked by Carlos on July 30, 2024

• Leon's Furniture Limited (LNF $28.93)
  • $28.93 P/E (TTM): 12.33X Cap: $1.97B
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Q: Hi Team, any reason for the nice pop in Leons stock today.
Thanks
Rob

Upvote 3

Read Answer Asked by Robert on July 30, 2024

• Merck & Company Inc. (MRK $86.28)
  • $86.28 P/E (TTM): 13.35X Cap: $215.50B
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• Organon & Co. (OGN $6.57)
  • $6.57 P/E (TTM): 2.36X Cap: $1.70B
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Q: Hello 5i
The question on OGN was in October.
It has been on a good run the last eight months. Can I have a current assessment please?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on July 30, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $17.97B
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Q: Hi, have you heard any news on GLXY's US listing? I've been wondering why it's taking so long.

Upvote 6

Read Answer Asked by Collin on July 30, 2024

• BMO Covered Call Technology ETF (ZWT $61.92)
  • $61.92 P/E (TTM): 37.77X Cap: $195M
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• Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $26.25)
  • $26.25 P/E (TTM): 34.11X Cap: $298M
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Q: Hi, I am considering buying the dip into some covered-call tech funds. I was looking at a roughly equal investment in ZWT and QQCL. I'm aware of the limited upside potential of these funds but am buying for income with some capital gain (ZWT). I'd appreciate your thoughts on the possible pitfalls inherent in these CC funds. Thanks.

Upvote 6

Read Answer Asked by Collin on July 30, 2024

• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
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Q: Terravest stock seems to be getting its traction back, with a new 52 weeks high today, after a sustained period of drawdown, following the equity raise. Could you please help understand some reasons for investors' renewed interest, Also, do you expect this momentum to continue into earnings and thereafter?

Thank You

Upvote 14

Read Answer Asked by rajeev on July 30, 2024

• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.49B
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Q: LMN seems to be falling slightly out of favour in your rankings, do you still consider it a good buy and hold inside a TFSA if I can get on at approx $36.00, any Idea when 2nd quarter financials will be released by them? Thanks.

Upvote 16

Read Answer Asked by Peter on July 30, 2024