Investment Q&A

• JPMorgan Chase & Co. (JPM $309.35)
  • $309.35 P/E (TTM): 15.95X Cap: $855.50B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $896.53)
  • $896.53 P/E (TTM): 42.21X Cap: $815.73B
  • View LLY Profile
  • View Questions on LLY
• Uber Technologies Inc. (UBER $99.72)
  • $99.72 P/E (TTM): 16.44X Cap: $207.95B
  • View UBER Profile
  • View Questions on UBER

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 $242.96)
  • $242.96 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $3,584.85)
  • $3,584.85 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $490.61)
  • $490.61 P/E (TTM): 57.14X Cap: $56.43B
  • View CLS Profile
  • View Questions on CLS
• Celestica Inc. (CLS $349.01)
  • $349.01 P/E (TTM): 57.14X Cap: $39.62B
  • View CLS Profile
  • View Questions on CLS

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 $69.99)
  • $69.99 P/E (TTM): 20.74X Cap: $35.50B
  • View FTS Profile
  • View Questions on FTS
• Enbridge Inc (ENB $46.62)
  • $46.62 P/E (TTM): 22.99X Cap: $101.48B
  • View ENB Profile
  • View Questions on ENB

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 $65.52)
  • $65.52 P/E (TTM): 22.99X Cap: $142.63B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $70.33)
  • $70.33 P/E (TTM): 17.25X Cap: $73.14B
  • View TRP Profile
  • View Questions on TRP

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 $167.94)
  • $167.94 P/E (TTM): 10.14X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

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
  • View CWB Profile
  • View Questions on CWB

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

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 $6.65)
  • $6.65 P/E (TTM): 2.46X Cap: $216M
  • View IMMR Profile
  • View Questions on IMMR

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 $269.05)
  • $269.05 P/E (TTM): 36.15X Cap: $3.97T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $254.00)
  • $254.00 P/E (TTM): 37.23X Cap: $2.71T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL $283.72)
  • $283.72 P/E (TTM): 27.76X Cap: $3.42T
  • View GOOGL Profile
  • View Questions on GOOGL
• NVIDIA Corporation (NVDA $206.88)
  • $206.88 P/E (TTM): 57.69X Cap: $5.02T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.96)
  • $242.96 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $544.21)
  • $544.21 P/E (TTM): 70.58X Cap: $195.08B
  • View ISRG Profile
  • View Questions on ISRG
• WSP Global Inc. (WSP $267.70)
  • $267.70 P/E (TTM): 43.63X Cap: $34.94B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• goeasy Ltd. (GSY $167.94)
  • $167.94 P/E (TTM): 10.14X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares Russell 2000 Growth ETF (IWO $328.51)
  • $328.51 P/E (TTM): 22.34X Cap: $13.20B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $245.44)
  • $245.44 P/E (TTM): 17.01X Cap: $67.91B
  • View IWM Profile
  • View Questions on IWM
• WELL Health Technologies Corp. (WELL $5.16)
  • $5.16 Cap: $1.30B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• iShares Core S&P Small-Cap ETF (IJR $118.04)
  • $118.04 P/E (TTM): 17.32X Cap: $85.24B
  • View IJR Profile
  • View Questions on IJR
• iShares Russell 2000 Value ETF (IWN $177.19)
  • $177.19 P/E (TTM): 13.52X Cap: $11.78B
  • View IWN Profile
  • View Questions on IWN
• Boyd Group Services Inc. (BYD $224.71)
  • $224.71 P/E (TTM): 432.03X Cap: $4.82B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Propel Holdings Inc. (PRL $26.02)
  • $26.02 P/E (TTM): 12.22X Cap: $1.01B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $64.62)
  • $64.62 P/E (TTM): 107.18X Cap: $144.97B
  • View BN Profile
  • View Questions on BN
• ISHARES TRUST (IJT $139.93)
  • $139.93 P/E (TTM): 19.55X Cap: $6.25B
  • View IJT Profile
  • View Questions on IJT

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 $13.34)
  • $13.34 P/E (TTM): 13.68X Cap: $8.80B
  • View AAL Profile
  • View Questions on AAL

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 $167.94)
  • $167.94 P/E (TTM): 10.14X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $90.19)
  • $90.19 P/E (TTM): 10.14X Cap: $3.42B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
  • View ECN Profile
  • View Questions on ECN
• Propel Holdings Inc. (PRL $26.02)
  • $26.02 P/E (TTM): 12.22X Cap: $1.01B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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 $8.01)
  • $8.01 P/E (TTM): 31.99X Cap: $1.80B
  • View SPB Profile
  • View Questions on SPB

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
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

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 $154.25)
  • $154.25 P/E (TTM): 38.95X Cap: $18.62B
  • View J Profile
  • View Questions on J

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