Investment Q&A

• JPMorgan Chase & Co. (JPM $318.28)
  • $318.28 P/E (TTM): 15.95X Cap: $866.44B
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• Eli Lilly and Company (LLY $1,025.00)
  • $1,025.00 P/E (TTM): 51.11X Cap: $969.01B
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• Uber Technologies Inc. (UBER $73.50)
  • $73.50 P/E (TTM): 9.5X Cap: $152.72B
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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 $172.54)
  • $172.54 P/E (TTM): 86.16X Cap: $224.52B
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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 $2,440.00)
  • $2,440.00 P/E (TTM): 56.5X Cap: $51.70B
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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 $403.96)
  • $403.96 P/E (TTM): 51.58X Cap: $46.47B
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• Celestica Inc. (CLS $297.93)
  • $297.93 P/E (TTM): 51.58X Cap: $34.28B
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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 $73.97)
  • $73.97 P/E (TTM): 21.03X Cap: $37.38B
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• Enbridge Inc (ENB $51.09)
  • $51.09 P/E (TTM): 26.24X Cap: $111.44B
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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 $69.25)
  • $69.25 P/E (TTM): 26.24X Cap: $151.05B
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• TC Energy Corporation (TRP $81.09)
  • $81.09 P/E (TTM): 25.06X Cap: $84.41B
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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 $128.32)
  • $128.32 P/E (TTM): 9.46X Cap: $2.06B
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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 $6.57)
  • $6.57 P/E (TTM): 2.85X Cap: $217M
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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 $273.68)
  • $273.68 P/E (TTM): 34.76X Cap: $4.01T
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• Amazon.com Inc. (AMZN $206.96)
  • $206.96 P/E (TTM): 29.11X Cap: $2.24T
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• Alphabet Inc. (GOOGL $318.58)
  • $318.58 P/E (TTM): 30.0X Cap: $3.85T
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• NVIDIA Corporation (NVDA $188.54)
  • $188.54 P/E (TTM): 47.16X Cap: $4.61T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
  • $172.54 P/E (TTM): 86.16X Cap: $224.52B
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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 $495.15)
  • $495.15 P/E (TTM): 62.62X Cap: $175.84B
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• WSP Global Inc. (WSP $266.37)
  • $266.37 P/E (TTM): 39.91X Cap: $34.78B
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• goeasy Ltd. (GSY $128.32)
  • $128.32 P/E (TTM): 9.46X Cap: $2.06B
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• iShares Russell 2000 Growth ETF (IWO $341.28)
  • $341.28 P/E (TTM): 22.36X Cap: $13.59B
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• iShares Russell 2000 ETF (IWM $266.16)
  • $266.16 P/E (TTM): 17.63X Cap: $76.45B
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• WELL Health Technologies Corp. (WELL $4.06)
  • $4.06 Cap: $1.03B
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• iShares Core S&P Small-Cap ETF (IJR $132.07)
  • $132.07 P/E (TTM): 17.5X Cap: $97.14B
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• iShares Russell 2000 Value ETF (IWN $200.82)
  • $200.82 P/E (TTM): 14.27X Cap: $12.98B
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• Boyd Group Services Inc. (BYD $245.52)
  • $245.52 P/E (TTM): 234.5X Cap: $6.83B
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• Propel Holdings Inc. (PRL $25.87)
  • $25.87 P/E (TTM): 11.7X Cap: $1.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
  • $64.71 P/E (TTM): 91.39X Cap: $145.29B
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• ISHARES TRUST (IJT $153.27)
  • $153.27 P/E (TTM): 20.01X Cap: $6.79B
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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 $15.10)
  • $15.10 P/E (TTM): 16.66X Cap: $9.96B
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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 $128.32)
  • $128.32 P/E (TTM): 9.46X Cap: $2.06B
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• EQB Inc. (EQB $118.08)
  • $118.08 P/E (TTM): 17.55X Cap: $4.43B
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• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 109.24X Cap: $853M
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• Propel Holdings Inc. (PRL $25.87)
  • $25.87 P/E (TTM): 11.7X Cap: $1.01B
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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 $7.56)
  • $7.56 P/E (TTM): 110.5X Cap: $1.68B
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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 $151.16)
  • $151.16 P/E (TTM): 63.43X Cap: $17.77B
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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