Investment Q&A

• JPMorgan Chase & Co. (JPM $299.28)
  • $299.28 P/E (TTM): 14.47X Cap: $820.99B
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• Eli Lilly and Company (LLY $734.17)
  • $734.17 P/E (TTM): 56.58X Cap: $696.62B
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• Uber Technologies Inc. (UBER $95.33)
  • $95.33 P/E (TTM): 16.67X Cap: $198.80B
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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 $193.03)
  • $193.03 P/E (TTM): 79.48X Cap: $253.19B
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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 $4,399.01)
  • $4,399.01 P/E (TTM): 108.96X Cap: $93.22B
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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 $278.49)
  • $278.49 P/E (TTM): 44.42X Cap: $32.03B
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• Celestica Inc. (CLS $202.10)
  • $202.10 P/E (TTM): 43.22X Cap: $23.24B
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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 $68.95)
  • $68.95 P/E (TTM): 20.47X Cap: $34.69B
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• Enbridge Inc (ENB $47.61)
  • $47.61 P/E (TTM): 23.2X Cap: $103.46B
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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 $65.69)
  • $65.69 P/E (TTM): 23.2X Cap: $143.24B
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• TC Energy Corporation (TRP $70.70)
  • $70.70 P/E (TTM): 17.25X Cap: $73.27B
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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 $212.76)
  • $212.76 P/E (TTM): 12.6X Cap: $3.38B
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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): 20.63X Cap: $5.47B
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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 Cap: $538M
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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 Cap: $538M
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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 Cap: $538M
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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 Cap: $538M
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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 $6.99)
  • $6.99 P/E (TTM): 2.53X Cap: $226M
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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 $230.49)
  • $230.49 P/E (TTM): 34.8X Cap: $3.42T
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• Amazon.com Inc. (AMZN $229.12)
  • $229.12 P/E (TTM): 34.75X Cap: $2.43T
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• Alphabet Inc. (GOOGL $207.48)
  • $207.48 P/E (TTM): 22.08X Cap: $2.50T
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• NVIDIA Corporation (NVDA $181.60)
  • $181.60 P/E (TTM): 58.0X Cap: $4.43T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.03)
  • $193.03 P/E (TTM): 79.48X Cap: $253.19B
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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 $471.15)
  • $471.15 P/E (TTM): 66.05X Cap: $168.89B
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• WSP Global Inc. (WSP $281.21)
  • $281.21 P/E (TTM): 45.63X Cap: $36.60B
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• goeasy Ltd. (GSY $212.76)
  • $212.76 P/E (TTM): 12.6X Cap: $3.38B
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• iShares Russell 2000 Growth ETF (IWO $308.59)
  • $308.59 P/E (TTM): 45.65X Cap: $12.35B
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• iShares Russell 2000 ETF (IWM $235.94)
  • $235.94 P/E (TTM): 38.62X Cap: $65.82B
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• WELL Health Technologies Corp. (WELL $4.77)
  • $4.77 Cap: $1.22B
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• iShares Core S&P Small-Cap ETF (IJR $118.76)
  • $118.76 P/E (TTM): 49.78X Cap: $85.56B
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• iShares Russell 2000 Value ETF (IWN $174.53)
  • $174.53 P/E (TTM): 31.08X Cap: $11.79B
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• Boyd Group Services Inc. (BYD $223.85)
  • $223.85 P/E (TTM): 436.99X Cap: $4.80B
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• Propel Holdings Inc. (PRL $32.37)
  • $32.37 P/E (TTM): 15.83X Cap: $1.26B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 152.91X Cap: $135.15B
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• ISHARES TRUST (IJT $141.94)
  • $141.94 P/E (TTM): 57.09X Cap: $6.26B
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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 $13.13)
  • $13.13 P/E (TTM): 14.61X Cap: $8.66B
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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 $212.76)
  • $212.76 P/E (TTM): 12.6X Cap: $3.38B
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• EQB Inc. (EQB $101.65)
  • $101.65 P/E (TTM): 10.25X Cap: $3.87B
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• ECN Capital Corp. (ECN $2.87)
  • $2.87 Cap: $807M
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• Propel Holdings Inc. (PRL $32.37)
  • $32.37 P/E (TTM): 15.83X Cap: $1.26B
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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 $7.22)
  • $7.22 P/E (TTM): 29.77X Cap: $1.62B
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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)
  • $26.48 Cap: $904M
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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 $148.36)
  • $148.36 P/E (TTM): 36.77X Cap: $17.70B
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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