Investment Q&A

• Finning International Inc. (FTT $88.81)
  • $88.81 P/E (TTM): 18.16X Cap: $11.71B
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• TFI International Inc. (TFII $164.90)
  • $164.90 P/E (TTM): 31.38X Cap: $13.56B
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• ATS Corporation (ATS $43.08)
  • $43.08 Cap: $4.22B
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• EQB Inc. (EQB $120.02)
  • $120.02 P/E (TTM): 17.77X Cap: $4.51B
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• GFL Environmental Inc. subordinate voting shares (GFL $59.05)
  • $59.05 P/E (TTM): 6.45X Cap: $21.20B
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• Dye & Durham Limited (DND $3.56)
  • $3.56 Cap: $239M
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Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

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Read Answer Asked by Chris on April 29, 2022

• WSP Global Inc. (WSP $222.73)
  • $222.73 P/E (TTM): 33.08X Cap: $29.09B
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• Invesco Water Resources ETF (PHO $72.40)
  • $72.40 P/E (TTM): 28.12X Cap: $2.14B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $38.69)
  • $38.69 P/E (TTM): 59.82X Cap: $17.84B
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Q: I wish to increase Infrastructure holdings. Currently own BIP -2% [utility sector], WSP - 1%, PHO - 1%.
1. What percentage would you recommend for infrastructure -growth at a reasonable price? 2. What other stocks/ETFs would you add to the mix - agree with J. 3. Others? 4. What percentage would you recommend for each?
thank you

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Read Answer Asked by sam on April 29, 2022

• Global X Active Preferred Share ETF (HPR $10.49)
  • $10.49 P/E (TTM): 35.71X Cap: $925M
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• TD Active Preferred Share ETF (TPRF $12.60)
  • $12.60 P/E (TTM): 9.78X Cap: $410M
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Q: Your thoughts on TPRF. Is there a better active Preferred ETF?

Upvote 1

Read Answer Asked by Carlos on April 29, 2022

• Carriage Services Inc. (CSV $43.92)
  • $43.92 P/E (TTM): 13.88X Cap: $691M
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Q: Could you comment on CSV's quarter? Thanks.

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Read Answer Asked by Ken on April 29, 2022

• Aecon Group Inc. (ARE $37.10)
  • $37.10 P/E (TTM): 360.3X Cap: $2.34B
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Q: Thoughts on earnings and outlook ? Thank you.

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Read Answer Asked by Paul on April 29, 2022

Q: Hi,

I have a line of credit that I borrowed for investing.But prior to that I used it once for personal use.After the funds borrowed were paid, a month later I used it all for investing in a non registered acct.

My question is, can I claim a tax deduction on the interest expense on that money borrowed.I read articles that you can only deduct only if the account was only used for investment purposes.

I know you are not tax experts but your valued opinion is greatly appreciated.

Thanks.

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Read Answer Asked by sunday on April 29, 2022

• BetaPro NASDAQ-100 -2x Daily Bear ETF (HQD)
  • Cap: $38M
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• BetaPro S&P 500 Daily Inverse ETF (HIU)
  • Cap: $21M
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Q: Are there any ETFs that short US markets that trade in Canada?

Upvote 1

Read Answer Asked by john on April 29, 2022

• GE Aerospace (GE $327.08)
  • $327.08 P/E (TTM): 38.75X Cap: $343.04B
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Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

Upvote 0

Read Answer Asked by Chris on April 29, 2022

Q: Hi Team,

Something doesn't add up to me:

1. The USD has been exceptionally strong why are commodities also so strong (I think it might be a supply/supply chain issue)?

2. Wholesale inventories are also very high (stocking up due to supply chain fears)?

I feel that the inflation is artificial and once consumers reach the limit they can afford there will be massive demand destruction and disinflation/deflation as inventories are overstocked.

What is going on?

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Read Answer Asked by David on April 29, 2022

• Whitecap Resources Inc. (WCP $13.11)
  • $13.11 P/E (TTM): 11.25X Cap: $15.91B
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Q: Im wondering why WCP stock is down today with earnings coming out. How would you proceed with the stock? Is there a more lucrative alternative stock for the next 12 months in this sector? Thanks.

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Read Answer Asked by Neil on April 29, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE $108.51)
  • $108.51 P/E (TTM): 144.24X Cap: $64.23B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: 5i: according to a question asked by Victor on the 28th. You ranked these oil stocks tou,wcp,cve,cnq,arx.Where would you rank cpg. for using the same criteria? Tks.Larry

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Read Answer Asked by Larry on April 29, 2022

• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
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Q: Why did Google tank so quickly and badly recently? Is it a time to add more now? Thanks for your answer.

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Read Answer Asked by Pat on April 29, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.80)
  • $154.80 P/E (TTM): 84.58X Cap: $201.87B
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Q: when does shop report. what are analyst expectations. what does 5i expect. do you think analyst expectations are realistic. if there is a surprise in earnings, what might it be

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Read Answer Asked on April 29, 2022

• BMO Real Return Bond Index ETF (ZRR $14.26)
  • $14.26 Cap: $99M
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Q: You recently commented that ZRR could represent a defense against inflation and rising interest rates. If this is true, then as we are now dealing with inflation and rising rates, why is ZRR's 1 year chart falling steadily? What am I missing? Thanks for a great service.

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Read Answer Asked by David on April 29, 2022

• Teladoc Health Inc. (TDOC $4.56)
  • $4.56 Cap: $809M
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• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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Q: Hi Peter and Team
TDOC has been crushed today it was about 300 US a year ago and now is down 90% sine with a 45% drop today
Was it a US company like WELL ?
And any reason for this sell off ?
Thanks
Linda

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Read Answer Asked by Linda on April 28, 2022

• TFI International Inc. (TFII $164.90)
  • $164.90 P/E (TTM): 31.38X Cap: $13.56B
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• Magna International Inc. (MG $91.11)
  • $91.11 P/E (TTM): 18.82X Cap: $25.67B
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Q: Couple of my favorite stocks MG and TFI. Have some spare cash, would you add or wait? Thx Ron

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Read Answer Asked by Ronald on April 28, 2022

• Dye & Durham Limited (DND $3.56)
  • $3.56 Cap: $239M
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Q: To date, DND has been a DUD. What do YOU expect from earnings tomorrow? Are you bullish on the outlook or more of the same?

Thanks


Sheldon

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Read Answer Asked by Sheldon on April 28, 2022

• RioCan Real Estate Investment Trust (REI.UN $19.96)
  • $19.96 P/E (TTM): 89.55X Cap: $5.88B
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Q: Is the payout (dividend) secure from this REIT? Concerns have been expressed about the retail sector given high inflation which is hanging around and labor shortages.

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Read Answer Asked by Ron on April 28, 2022

• Agnico Eagle Mines Limited (AEM $290.42)
  • $290.42 P/E (TTM): 37.22X Cap: $145.50B
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Q: AEM ok to buy today? It seems cheap. Much risk?

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Read Answer Asked by Neil on April 28, 2022

• Netflix Inc. (NFLX $77.00)
  • $77.00 P/E (TTM): 30.4X Cap: $325.10B
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• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

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Read Answer Asked by Neil on April 28, 2022