Investment Q&A

• Algonquin Power & Utilities Corp. (AQN $8.27)
  • $8.27 Cap: $6.25B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.21)
  • $54.21 Cap: $7B
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Q: Hello
I m am reviewing my respective sector allocation per the PA portfolio recommendations.
Can 5i elaborate why AQN and BEPC are classified as Energy Sector positions while BIPC is classified as a Utility ?

Upvote 1

Read Answer Asked by Brant on May 01, 2024

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.10)
  • $10.10 Cap: $466M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.20)
  • $116.20 Cap: $1.90B
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Q: Horizons Etf have been bought by GLobal X. Should I be concerned they will modify these products?

Upvote 3

Read Answer Asked by Patrick on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $135.06)
  • $135.06 P/E (TTM): 17.18X Cap: $29.53B
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• Constellation Software Inc. (CSU $4,730.15)
  • $4,730.15 P/E (TTM): 98.53X Cap: $99.98B
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• Intact Financial Corporation (IFC $288.09)
  • $288.09 P/E (TTM): 22.88X Cap: $50.48B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.44)
  • $92.44 P/E (TTM): 234.96X Cap: $148.46B
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• Lumine Group Inc. (LMN $52.95)
  • $52.95 Cap: $13.37B
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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 $36.24)
  • $36.24 P/E (TTM): 11.59X Cap: $8.56B
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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 $9.44)
  • $9.44 Cap: $2.21B
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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 $175.75)
  • $175.75 P/E (TTM): 125.33X Cap: $286.63B
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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 $4.21)
  • $4.21 P/E (TTM): 16.27X Cap: $3M
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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 $528.89)
  • $528.89 P/E (TTM): 40.53X Cap: $3.98T
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• Brookfield Renewable Partners L.P. (BEP.UN $36.11)
  • $36.11 Cap: $23.46B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.58)
  • $84.58 P/E (TTM): 43.34X Cap: $133.06B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $4.71)
  • $4.71 Cap: $1.15B
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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 $34.77)
  • $34.77 P/E (TTM): 20.32X Cap: $3.68B
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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 $47.42)
  • $47.42 Cap: $2.71B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 1

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $175.75)
  • $175.75 P/E (TTM): 125.33X Cap: $286.63B
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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 $154.08)
  • $154.08 P/E (TTM): 24.94X Cap: $23.83B
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• Vanguard Information Technology ETF (VGT $683.30)
  • $683.30 P/E (TTM): 82.62X Cap: $87.51B
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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 $57.66)
  • $57.66 P/E (TTM): 31.21X Cap: $34.75B
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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 $4,730.15)
  • $4,730.15 P/E (TTM): 98.53X Cap: $99.98B
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• WSP Global Inc. (WSP $284.63)
  • $284.63 P/E (TTM): 51.42X Cap: $36.74B
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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 $126.83)
  • $126.83 P/E (TTM): 18.62X Cap: $1.47B
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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 $63.32)
  • $63.32 P/E (TTM): 14.91X Cap: $77.93B
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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 $135.06)
  • $135.06 P/E (TTM): 17.18X Cap: $29.53B
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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 $5,443.97)
  • $5,443.97 P/E (TTM): 33.58X Cap: $177.47B
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• Starbucks Corporation (SBUX $89.76)
  • $89.76 P/E (TTM): 31.47X Cap: $102.05B
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• lululemon athletica inc. (LULU $195.58)
  • $195.58 P/E (TTM): 13.15X Cap: $22.53B
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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