Investment Q&A

• Constellation Software Inc. (CSU $3,709.99)
  • $3,709.99 P/E (TTM): 92.98X Cap: $78.62B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: What does the launch of the Omegro organization mean for CSU

Thx

Upvote 9

Read Answer Asked by blake on July 15, 2024

• INVESCO QQQ Trust (QQQ $611.54)
  • $611.54 P/E (TTM): 36.04X Cap: $395.51B
  • View QQQ Profile
  • View Questions on QQQ
• iShares U.S. Industrials ETF (IYJ $146.28)
  • $146.28 P/E (TTM): 25.99X Cap: $1.67B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Information Technology ETF (VGT $762.18)
  • $762.18 P/E (TTM): 37.24X Cap: $95.41B
  • View VGT Profile
  • View Questions on VGT
• Vanguard Health Care ETF (VHT $270.68)
  • $270.68 P/E (TTM): 23.36X Cap: $15.53B
  • View VHT Profile
  • View Questions on VHT
• Vanguard Industrials ETF (VIS $296.98)
  • $296.98 P/E (TTM): 23.75X Cap: $5.91B
  • View VIS Profile
  • View Questions on VIS
• iShares U.S. Healthcare ETF (IYH $61.04)
  • $61.04 P/E (TTM): 22.79X Cap: $2.87B
  • View IYH Profile
  • View Questions on IYH
• Vanguard Consumer Discretionary ETF (VCR $389.78)
  • $389.78 P/E (TTM): 27.59X Cap: $6.10B
  • View VCR Profile
  • View Questions on VCR

Q: Hi.

Can you recommend fixed income ETFs, on US and/or international markets in the following areas:

- Technology
- Industrials
- Health care
- Consumer cyclical

In addition, I have a great amount of Magna International stocks (equivalent to 45% of my RRSP portfolio), that had a significant devaluation in the last 2 years. What is your recommendation? To hold, sell...?

Thank you.

Cinthia

Upvote 2

Read Answer Asked by Cinthia on July 15, 2024

• Bank of Montreal (BMO $176.49)
  • $176.49 P/E (TTM): 14.55X Cap: $126.42B
  • View BMO Profile
  • View Questions on BMO
• Emera Incorporated (EMA $69.11)
  • $69.11 P/E (TTM): 23.42X Cap: $20.68B
  • View EMA Profile
  • View Questions on EMA
• Parkland Corporation (PKI $39.93)
  • $39.93 P/E (TTM): 23.53X Cap: $6.93B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Superior Plus Corp. (SPB $7.89)
  • $7.89 P/E (TTM): 31.55X Cap: $1.77B
  • View SPB Profile
  • View Questions on SPB
• Mullen Group Ltd. (MTL $14.35)
  • $14.35 P/E (TTM): 13.26X Cap: $1.25B
  • View MTL Profile
  • View Questions on MTL
• Magna International Inc. (MG $62.90)
  • $62.90 P/E (TTM): 10.5X Cap: $17.67B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY $159.71)
  • $159.71 P/E (TTM): 9.58X Cap: $2.56B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• First National Financial Corporation (FN $48.04)
  • $48.04 P/E (TTM): 15.75X Cap: $2.88B
  • View FN Profile
  • View Questions on FN
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
  • View Questions on STLC

Q: Good Morning,

I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you

Upvote 3

Read Answer Asked by David on July 15, 2024

• BRP Inc. Subordinate Voting Shares (DOO $93.00)
  • $93.00 Cap: $6.79B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.35)
  • $231.35 P/E (TTM): 88.56X Cap: $300.60B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Super Micro Computer Inc. (SMCI $55.04)
  • $55.04 P/E (TTM): 31.06X Cap: $32.70B
  • View SMCI Profile
  • View Questions on SMCI
• Crocs Inc. (CROX $82.34)
  • $82.34 P/E (TTM): 22.25X Cap: $4.49B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $683.13)
  • $683.13 P/E (TTM): 165.85X Cap: $53.62B
  • View AXON Profile
  • View Questions on AXON
• Galaxy Digital Inc. Class A common stock (GLXY $55.61)
  • $55.61 Cap: $20.92B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• ADF Group Inc. Subordinate Voting Shares (DRX $7.38)
  • $7.38 P/E (TTM): 6.34X Cap: $207M
  • View DRX Profile
  • View Questions on DRX
• Vertiv Holdings LLC Class A (VRT $175.73)
  • $175.73 P/E (TTM): 83.25X Cap: $67.10B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $64.45)
  • $64.45 P/E (TTM): 170.68X Cap: $16.62B
  • View CELH Profile
  • View Questions on CELH
• Propel Holdings Inc. (PRL $24.66)
  • $24.66 P/E (TTM): 11.89X Cap: $967M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Nextracker Inc. (NXT $88.82)
  • $88.82 P/E (TTM): 23.72X Cap: $13.14B
  • View NXT Profile
  • View Questions on NXT
• GigaCloud Technology Inc (GCT $27.14)
  • $27.14 P/E (TTM): 8.0X Cap: $1B
  • View GCT Profile
  • View Questions on GCT

Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!

Upvote 16

Read Answer Asked by Kevin on July 15, 2024

• BMO Low Volatility Canadian Equity ETF (ZLB $56.11)
  • $56.11 P/E (TTM): 16.96X Cap: $5.34B
  • View ZLB Profile
  • View Questions on ZLB
• BMO Low Volatility US Equity ETF (ZLU $59.39)
  • $59.39 P/E (TTM): 21.33X Cap: $2.25B
  • View ZLU Profile
  • View Questions on ZLU
• iShares MSCI USA Min Vol Factor ETF (USMV $94.62)
  • $94.62 P/E (TTM): 24.84X Cap: $23.03B
  • View USMV Profile
  • View Questions on USMV
• THOR FINANCIAL TEC (THLV $30.20)
  • $30.20 P/E (TTM): 21.94X Cap: $48M
  • View THLV Profile
  • View Questions on THLV

Q: Please suggest some US equivalents to ZLB and your preferred account to hold them in.

Upvote 2

Read Answer Asked by Ron on July 15, 2024

• Toronto-Dominion Bank (The) (TD $112.07)
  • $112.07 P/E (TTM): 9.37X Cap: $191.32B
  • View TD Profile
  • View Questions on TD

Q: Hello 5i
TD Canada Trust has a net operating cash flow of -31,114,000 $. Its free cash flow is -33,078.000 $. The total dividends paid is 8,298,000 $. The total liability is 1,844,917,000$. Are we in trouble? I would tend to keep it if dividends hold, otherwise look for something else. I also have BNS and it seems to be recovering as is TD. As you keep advising, best policy is do nothing. Does this still hold for these? I have a ten year + time frame and am a value investor at 76 years young and do not now need ready cash.

Upvote 5

Read Answer Asked by STANLEY on July 15, 2024

• GLOBAL X FDS (BOTZ $37.06)
  • $37.06 P/E (TTM): 60.14X Cap: $3.04B
  • View BOTZ Profile
  • View Questions on BOTZ
• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
  • View Questions on IRBO
• GLOBAL X FDS (AIQ $51.29)
  • $51.29 P/E (TTM): 27.91X Cap: $6.66B
  • View AIQ Profile
  • View Questions on AIQ

Q: Hello,
Are you aware of any AI related ETFs ? Thanks

Upvote 2

Read Answer Asked by Chris on July 15, 2024

• MakeMyTrip Limited (MMYT $90.73)
  • $90.73 Cap: $9.90B
  • View MMYT Profile
  • View Questions on MMYT

Q: Better than BKNG or ABNB? Thks

Upvote 1

Read Answer Asked by Ray on July 15, 2024

• NVIDIA Corporation (NVDA $182.64)
  • $182.64 P/E (TTM): 52.2X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• O'Reilly Automotive Inc. (ORLY $100.97)
  • $100.97 P/E (TTM): 36.31X Cap: $85.67B
  • View ORLY Profile
  • View Questions on ORLY
• Northrop Grumman Corporation (NOC $602.00)
  • $602.00 P/E (TTM): 21.91X Cap: $86.19B
  • View NOC Profile
  • View Questions on NOC
• Cameco Corporation (CCO $120.53)
  • $120.53 P/E (TTM): 98.63X Cap: $52.46B
  • View CCO Profile
  • View Questions on CCO
• Tourmaline Oil Corp. (TOU $60.77)
  • $60.77 P/E (TTM): 14.77X Cap: $22.76B
  • View TOU Profile
  • View Questions on TOU
• Agnico Eagle Mines Limited (AEM $250.46)
  • $250.46 P/E (TTM): 35.81X Cap: $125.90B
  • View AEM Profile
  • View Questions on AEM
• Lithium Americas Corp. (LAC $9.80)
  • $9.80 Cap: $2.36B
  • View LAC Profile
  • View Questions on LAC
• IonQ Inc. (IONQ $59.94)
  • $59.94 Cap: $18.68B
  • View IONQ Profile
  • View Questions on IONQ

Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing

Upvote 27

Read Answer Asked by Helen on July 12, 2024

• Coveo Solutions Inc. Subordinate voting shares (CVO $7.34)
  • $7.34 Cap: $705M
  • View CVO Profile
  • View Questions on CVO

Q: CVO is down more than 16% so far today, why?

What is your opinion of this company's prospects over the next 1 to 3 years? Reflecting on your most recent comments last month, how has your opinion changed ?

Does the management of this company and its track record to date support it being "shareholder friendly"?

Is this the classic "falling knife" story?

Do you consider it under valued or fairly valued?

What other Canadian companies in this sector would you consider to be under valued or fairly valued today?

Please feel free to add any additional comments worthy of consideration.

S

Upvote 4

Read Answer Asked by SG on July 12, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.26)
  • $62.26 P/E (TTM): 35.55X Cap: $4.12B
  • View XQQ Profile
  • View Questions on XQQ
• CI Tech Giants Covered Call ETF (TXF $23.31)
  • $23.31 P/E (TTM): 37.32X Cap: $702M
  • View TXF Profile
  • View Questions on TXF
• Harvest Tech Achievers Growth & Income ETF (HTA $19.63)
  • $19.63 P/E (TTM): 34.97X Cap: $723M
  • View HTA Profile
  • View Questions on HTA
• Invesco NASDAQ 100 Equal Weight Index ETF (QQEQ $31.26)
  • $31.26 P/E (TTM): 29.66X Cap: $13M
  • View QQEQ Profile
  • View Questions on QQEQ

Q: Pls. compare and contrast TXF and HTA and secondly what straight equity ETF's would have a similar tech leaders approach to their holdings?
Thank you, Hugh

Upvote 4

Read Answer Asked by Hugh on July 12, 2024

• Booking Holdings Inc. (BKNG $5,141.88)
  • $5,141.88 P/E (TTM): 35.35X Cap: $166.64B
  • View BKNG Profile
  • View Questions on BKNG
• Airbnb Inc. (ABNB $127.21)
  • $127.21 P/E (TTM): 30.64X Cap: $78.24B
  • View ABNB Profile
  • View Questions on ABNB

Q: What are your thoughts on BKNG? Is it a better company than ABNB for the next 3 to 5 years?

Upvote 6

Read Answer Asked by Nick on July 12, 2024

• Algonquin Power & Utilities Corp. (AQN $8.51)
  • $8.51 Cap: $6.53B
  • View AQN Profile
  • View Questions on AQN
• Superior Plus Corp. (SPB $7.89)
  • $7.89 P/E (TTM): 31.55X Cap: $1.77B
  • View SPB Profile
  • View Questions on SPB

Q: I am down on both of the above. I understand Royal has a 15.00 target on SPB. Would you think I should switch AQN TO SPB??

Upvote 5

Read Answer Asked by Bill on July 12, 2024

• Canadian Imperial Bank Of Commerce (CM $113.34)
  • $113.34 P/E (TTM): 13.59X Cap: $105.34B
  • View CM Profile
  • View Questions on CM

Q: Good Morning,

I invested in CM when the banks were getting beaten up, i have done well up 40%. i would now like to take some of the profit and invest in another Financial stock, any ideas would be appreciated?


Best

Stephen

Upvote 9

Read Answer Asked by Stephen on July 12, 2024

Q: What are your thoughts regarding lingering inflation and the market?

There seems to be heightened conversations around a recession. Is it best to continue to pick away at stocks even though we are close to all time market highs?

Upvote 13

Read Answer Asked by Kyle on July 12, 2024

• Intact Financial Corporation (IFC $254.83)
  • $254.83 P/E (TTM): 20.91X Cap: $45.44B
  • View IFC Profile
  • View Questions on IFC
• EQB Inc. (EQB $89.48)
  • $89.48 P/E (TTM): 10.15X Cap: $3.42B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: Peter & 5iTeam,
Would you start a new position in EQB or add to IFC for a long term hold?
Thanks,
Gary

Upvote 10

Read Answer Asked by Gary on July 12, 2024

• Coinbase Global Inc (COIN $343.78)
  • $343.78 P/E (TTM): 32.5X Cap: $86.33B
  • View COIN Profile
  • View Questions on COIN
• ISHARES BITCOIN TR (IBIT $62.93)
  • $62.93 Cap: $89.23B
  • View IBIT Profile
  • View Questions on IBIT

Q: Hi 5i,

Interested on which you think will perform better in a crypto bull market? An ETF like IBIT or something like COIN? Also, the fact that I've warmed up to crypto should be a warning to everyone that it's going to fall. :)

TIA!

Upvote 4

Read Answer Asked by Wayne on July 12, 2024

• Vanguard S&P 500 ETF (VOO $617.17)
  • $617.17 P/E (TTM): 27.51X Cap: $694.54B
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY $671.30)
  • $671.30 P/E (TTM): 28.22X Cap: $672.88B
  • View SPY Profile
  • View Questions on SPY

Q: What is the main difference between SPY and VOO?

What are your top 3 ETFs for buy and long term hold (10+ year) today?

Upvote 4

Read Answer Asked by Kyle on July 12, 2024

• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X Cap: $1.09B
  • View HRX Profile
  • View Questions on HRX

Q: Could I have your views on the takeover of this company announced this morning. Is this a good offer and are there more offers coming or should I sell this stock and invest the proceed in another company. Are there other Canadian companies that you feel are similar with a good outlook. Many tnx.

Upvote 2

Read Answer Asked by Jacques on July 12, 2024

Q: If a company gets taken out are you better owning A shares or B shares

Upvote 2

Read Answer Asked by lynn on July 12, 2024