Investment Q&A

• JPMorgan Chase & Co. (JPM $300.30)
  • $300.30 P/E (TTM): 14.88X Cap: $809.91B
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• Eli Lilly and Company (LLY $1,051.99)
  • $1,051.99 P/E (TTM): 46.12X Cap: $992.40B
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• Uber Technologies Inc. (UBER $75.42)
  • $75.42 P/E (TTM): 9.09X Cap: $155.22B
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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 $164.67)
  • $164.67 P/E (TTM): 127.25X Cap: $214.74B
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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 $2,520.66)
  • $2,520.66 P/E (TTM): 56.43X Cap: $53.41B
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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 $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.57B
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• Celestica Inc. (CLS $277.63)
  • $277.63 P/E (TTM): 49.65X Cap: $31.85B
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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 $78.47)
  • $78.47 P/E (TTM): 22.42X Cap: $39.81B
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• Enbridge Inc (ENB $53.14)
  • $53.14 P/E (TTM): 27.44X Cap: $115.61B
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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 $72.47)
  • $72.47 P/E (TTM): 27.44X Cap: $158.12B
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• TC Energy Corporation (TRP $87.65)
  • $87.65 P/E (TTM): 26.86X Cap: $87.65B
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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 $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.72B
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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): 20.74X
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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
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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
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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
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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
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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 $6.11)
  • $6.11 P/E (TTM): 2.57X Cap: $200M
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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 $264.18)
  • $264.18 P/E (TTM): 33.69X Cap: $3.87T
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• Amazon.com Inc. (AMZN $210.00)
  • $210.00 P/E (TTM): 28.63X Cap: $2.25T
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• Alphabet Inc. (GOOGL $311.76)
  • $311.76 P/E (TTM): 28.81X Cap: $3.77T
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• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.30T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.67)
  • $164.67 P/E (TTM): 127.25X Cap: $214.74B
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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 $503.51)
  • $503.51 P/E (TTM): 62.53X Cap: $178.81B
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• WSP Global Inc. (WSP $231.07)
  • $231.07 P/E (TTM): 32.34X Cap: $31.15B
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• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.72B
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• iShares Russell 2000 Growth ETF (IWO $335.25)
  • $335.25 P/E (TTM): 22.36X Cap: $13.22B
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• iShares Russell 2000 ETF (IWM $261.41)
  • $261.41 P/E (TTM): 17.63X Cap: $75.83B
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• WELL Health Technologies Corp. (WELL $4.20)
  • $4.20 Cap: $1.06B
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• iShares Core S&P Small-Cap ETF (IJR $129.70)
  • $129.70 P/E (TTM): 17.5X Cap: $95.69B
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• iShares Russell 2000 Value ETF (IWN $197.55)
  • $197.55 P/E (TTM): 14.27X Cap: $12.81B
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• Boyd Group Services Inc. (BYD $238.09)
  • $238.09 P/E (TTM): 234.31X Cap: $6.62B
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $134.31B
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• ISHARES TRUST (IJT $152.24)
  • $152.24 P/E (TTM): 20.01X Cap: $6.77B
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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 $13.07)
  • $13.07 P/E (TTM): 76.06X Cap: $8.63B
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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 $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.72B
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• EQB Inc. (EQB $115.32)
  • $115.32 P/E (TTM): 17.76X Cap: $4.21B
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• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 113.06X Cap: $862M
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• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
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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 $6.57)
  • $6.57 P/E (TTM): 97.6X Cap: $1.43B
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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)
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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 $137.86)
  • $137.86 P/E (TTM): 55.38X Cap: $16.19B
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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