Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.70)
  • $122.70 P/E (TTM): 16.15X Cap: $27.49B
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• Constellation Software Inc. (CSU $3,679.65)
  • $3,679.65 P/E (TTM): 89.67X Cap: $78.19B
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• Intact Financial Corporation (IFC $263.99)
  • $263.99 P/E (TTM): 20.99X Cap: $46.72B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.95)
  • $62.95 P/E (TTM): 105.05X Cap: $141.36B
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• Lumine Group Inc. (LMN $35.95)
  • $35.95 P/E (TTM): 136.32X Cap: $9.31B
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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 $39.45)
  • $39.45 P/E (TTM): 7.87X Cap: $10.94B
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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 $19.80)
  • $19.80 Cap: $4.55B
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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 $233.51)
  • $233.51 P/E (TTM): 137.43X Cap: $373.62B
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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 $4.48)
  • $4.48 P/E (TTM): 18.35X 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 $522.56)
  • $522.56 P/E (TTM): 37.95X Cap: $3.86T
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• Brookfield Renewable Partners L.P. (BEP.UN $39.98)
  • $39.98 Cap: $26.04B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.01)
  • $75.01 P/E (TTM): 37.19X Cap: $123.66B
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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 $4.99)
  • $4.99 Cap: $1.25B
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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 $36.85)
  • $36.85 P/E (TTM): 1.07X Cap: $4.12B
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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 $50.75)
  • $50.75 Cap: $3.63B
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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 $233.51)
  • $233.51 P/E (TTM): 137.43X Cap: $373.62B
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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 $166.86)
  • $166.86 P/E (TTM): 27.07X Cap: $26.89B
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• Vanguard Information Technology ETF (VGT $760.41)
  • $760.41 P/E (TTM): 37.24X Cap: $94.18B
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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 $48.95)
  • $48.95 P/E (TTM): 32.63X Cap: $31.19B
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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 $3,679.65)
  • $3,679.65 P/E (TTM): 89.67X Cap: $78.19B
  • View CSU Profile
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• WSP Global Inc. (WSP $281.22)
  • $281.22 P/E (TTM): 45.9X Cap: $36.57B
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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 $140.80)
  • $140.80 P/E (TTM): 20.68X Cap: $1.63B
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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 $80.92)
  • $80.92 P/E (TTM): 23.16X Cap: $104.01B
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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 $122.70)
  • $122.70 P/E (TTM): 16.15X Cap: $27.49B
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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 $5,167.34)
  • $5,167.34 P/E (TTM): 36.85X Cap: $169.52B
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• Starbucks Corporation (SBUX $85.63)
  • $85.63 P/E (TTM): 37.03X Cap: $97.18B
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• lululemon athletica inc. (LULU $179.40)
  • $179.40 P/E (TTM): 12.38X Cap: $20.23B
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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

• BCE Inc. (BCE $33.42)
  • $33.42 P/E (TTM): 73.0X Cap: $31.37B
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• TELUS Corporation (T $21.18)
  • $21.18 P/E (TTM): 32.97X Cap: $32.63B
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Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Upvote 7

Read Answer Asked by Ted on May 01, 2024

• Cameco Corporation (CCO $119.24)
  • $119.24 P/E (TTM): 94.3X Cap: $50.86B
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Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Upvote 1

Read Answer Asked by Brad on May 01, 2024