Investment Q&A

• BMO Long Corporate Bond Index ETF (ZLC $14.97)
  • $14.97 Cap: $538M
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• iShares Core Canadian Corporate Bond Index ETF (XCB $20.14)
  • $20.14 Cap: $2.26B
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Q: Peter; I’ve read the replies on both- what is the difference between the two - XCB seems to have performed better over the year. Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on September 29, 2023

• Crown Castle Inc. (CCI $103.79)
  • $103.79 Cap: $45.19B
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• Algonquin Power & Utilities Corp. (AQN $8.04)
  • $8.04 Cap: $6.17B
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• Vermilion Energy Inc. (VET $10.51)
  • $10.51 Cap: $1.61B
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: 40-70% losses on paper on these 4 Cies ,2 are now under book value and one is getting close,I wonder if there is a limit on the downside.At this level I am ready to wait for some kind of recovery..Would a "switch" between these stocks or even a sell would be to consider at this level ?I know that predictions are impossible,but your impressions are always appreciated..

Upvote 1

Read Answer Asked by Jean-Yves on September 29, 2023

• lululemon athletica inc. (LULU $207.59)
  • $207.59 P/E (TTM): 13.48X Cap: $23.81B
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• Peloton Interactive Inc. (PTON $7.91)
  • $7.91 Cap: $3.22B
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Q: Hi 5i,
May I please have your insight into the deal between Lululemon and Peloton?
Do you see it as good/bad/indifferent?
Is it better for one company more than the other or is it equal?
Thanks!!

Upvote 0

Read Answer Asked by Brian on September 29, 2023

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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• Lumine Group Inc. (LMN $48.74)
  • $48.74 P/E (TTM): 176.19X Cap: $12.50B
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Q: Hi Team,

Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?

Thanks,

Upvote 0

Read Answer Asked by Keith on September 29, 2023

Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision

Asked by Terence on September 28, 2023
5I RESEARCH ANSWER:
We would rank: GOOG $129, NVDA $418, CSU $2700, LMN $19, AMD $95, AAPL $165, V $225, TOI $85, TOU $66, BYD $235


See last questions above. Unfortunately you did not answer the question about going all in or wait for markets to settle ...thanks again for your help

Upvote 0

Read Answer Asked by Terence on September 29, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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Q: Why does Brookfield spin out subsidiaries rather than keep 100% of their businesses within the parent company like Berkshire? How does the BN approach create greater shareholder value compared to having just one company with all of its bits under one roof?

Upvote 0

Read Answer Asked by Joel on September 29, 2023

• TC Energy Corporation (TRP $70.80)
  • $70.80 P/E (TTM): 17.55X Cap: $73.58B
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Q: Several analysts during the last couple of weeks recommended on BNN either sell or don't buy TRP.
Can you please comment whether, in your opinion, TRP is a hold or sell ?
Will you recommend averaging down at this level ?
Will also appreciate any comments on the sustainability of the dividend.
Looking at the insider buying/selling information of my discount broker I do not see any substantial ownership by senior management. Can you confirm this ?
Please deduct as many credits as necessary.
Thanks

Upvote 0

Read Answer Asked by Terry on September 29, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
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Q: Could we get your thoughts on their 1/4 please?

Upvote 0

Read Answer Asked by Greg on September 29, 2023

• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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Q: Assuming I would like to divide recent funds into 4 companies that I can set up as DRIP’s and leave for 20 years what would you recommend. I am diversified otherwise.

Upvote 0

Read Answer Asked by Chris on September 28, 2023

• Sangoma Technologies Corporation (STC $7.88)
  • $7.88 Cap: $264M
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Q: Could you please comment on the earning and outlook?

thanks,

Upvote 0

Read Answer Asked by Nicholas on September 28, 2023

• AFLAC Incorporated (AFL $108.46)
  • $108.46 P/E (TTM): 16.88X Cap: $58B
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• Prudential Financial Inc. (PRU $109.89)
  • $109.89 P/E (TTM): 23.61X Cap: $38.68B
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• Aegon Ltd. New York Registry Shares (AEG $7.96)
  • $7.96 Cap: $15.96B
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Q: AEG seems unusual in terms of its extremely low dividend payment to cash flow ratio, price/book, and other ratios. Its 12% 3 year dividend growth average is very attractive. However, the negative earnings, etc. are concerning. Is this a stock you would buy? Which North American insurers would be more desirable for growth/safety of dividend?

Upvote 0

Read Answer Asked by David on September 28, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
  • $47.31 Cap: $17.69B
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Q: hi, what is going on here. price continues to deteriorate? what do you recommend buy hold sell?

Upvote 0

Read Answer Asked by chris on September 28, 2023

Q: Are the Extendible Notes offered by TD Bank as safe as GICs . They offer a slightly better yield on CAD GICs and over 6% on USD . There must be a downside to cause this ... Please explain

Upvote 0

Read Answer Asked by Thomas on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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Q: Do you have an explanation for the drop in BEP.UN recently?
Thanks,
Debrah

Upvote 0

Read Answer Asked by Debrah on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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Q: Hello Peter,
The stocks is getting hit quite hard this week. Any major news? Thanks very much

Upvote 0

Read Answer Asked by umedali on September 28, 2023

Q: Everyone, if interest rates stay were they are today ( or higher) for three, four or five years - what would that do to the tech market? Specifically the large tech companies. Clayton

Upvote 0

Read Answer Asked by Clayton on September 28, 2023

• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.13X Cap: $3.38T
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• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 33.83X Cap: $2.44T
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• Meta Platforms Inc. (META $754.79)
  • $754.79 P/E (TTM): 26.82X Cap: $1.89T
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• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
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• Netflix Inc. (NFLX $1,204.65)
  • $1,204.65 P/E (TTM): 51.39X Cap: $511.88B
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• Ford Motor Company (F $11.74)
  • $11.74 P/E (TTM): 14.53X Cap: $46.72B
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• Oracle Corporation (ORCL $236.37)
  • $236.37 P/E (TTM): 53.72X Cap: $663.92B
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• Tesla Inc. (TSLA $340.01)
  • $340.01 P/E (TTM): 185.03X Cap: $1.09T
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• Advanced Micro Devices Inc. (AMD $167.76)
  • $167.76 P/E (TTM): 93.55X Cap: $272.24B
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• NIO Inc. American depositary shares each representing one Class A (NIO $6.34)
  • $6.34 Cap: $14.23B
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Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

Upvote 0

Read Answer Asked by Austin on September 28, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: does flutter plan to spin out common shares of fan duel to existing common shareholders of flutter? and if so any idea as to the number of shares of fan duel per one common share of flutter thanks Richard

Upvote 1

Read Answer Asked by richard on September 28, 2023

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: Hi Team,
More of a general question. I am enrolled in the GSY dividend DRIP program. When in a DRIP, is the share price in regards to the dividend calculation determined on the ex dividend date? Or on the date the dividend is actually paid? Thanks again;

Shane

Upvote 0

Read Answer Asked by Shane on September 28, 2023

• Global X Laddered Canadian Preferred Share Index Corporate Class ETF (HLPR $32.09)
  • $32.09 Cap: $106M
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Q: Could you recommend this or any other canadian ETFs that is mostly invested in reset preferred shares of canadian companies.

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Read Answer Asked by francois on September 28, 2023