Investment Q&A

• Celestica Inc. (CLS $248.17)
  • $248.17 P/E (TTM): 43.5X Cap: $29.45B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $142.64)
  • $142.64 P/E (TTM): 34.74X Cap: $3.05B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.47)
  • $124.47 P/E (TTM): 19.33X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Upvote 29

Read Answer Asked by Lucy on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $21.51)
  • $21.51 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Enhanced Canadian Bank ETF (HCAL $28.82)
  • $28.82 P/E (TTM): 12.49X Cap: $627M
  • View HCAL Profile
  • View Questions on HCAL

Q: In your opinion, pls. recommend the best covered call, Cdn. bank ETF.

Thank You

Upvote 3

Read Answer Asked by Joseph on August 01, 2024

• Vanguard S&P 500 Index ETF (VFV $156.82)
  • $156.82 P/E (TTM): 82.03X Cap: $24.63B
  • View VFV Profile
  • View Questions on VFV
• SPDR S&P 500 ETF Trust (SPY $635.27)
  • $635.27 P/E (TTM): 57.48X Cap: $652.40B
  • View SPY Profile
  • View Questions on SPY

Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Karim on August 01, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $70.18)
  • $70.18 P/E (TTM): 10.85X Cap: $3.72B
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Can I get your take on boardwalks quarter and compared to consensus? How is the valuation and compared to peers thanks

Upvote 1

Read Answer Asked by Scott on August 01, 2024

• ATS Corporation (ATS $37.44)
  • $37.44 Cap: $3.68B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Comfort Systems USA Inc. (FIX $676.61)
  • $676.61 P/E (TTM): 35.75X Cap: $24.13B
  • View FIX Profile
  • View Questions on FIX
• Heico Corporation (HEI $307.23)
  • $307.23 P/E (TTM): 71.83X Cap: $42.35B
  • View HEI Profile
  • View Questions on HEI
• Jacobs Solutions Inc. (J $146.52)
  • $146.52 P/E (TTM): 40.55X Cap: $17.66B
  • View J Profile
  • View Questions on J
• TFI International Inc - Ordinary Shares (TFII $91.70)
  • $91.70 P/E (TTM): 21.08X Cap: $7.78B
  • View TFII Profile
  • View Questions on TFII

Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 9

Read Answer Asked by Lawrence on August 01, 2024

• Surge Energy Inc. (SGY $6.91)
  • $6.91 P/E (TTM): 15.28X Cap: $681M
  • View SGY Profile
  • View Questions on SGY

Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.54)
  • $131.54 P/E (TTM): 17.16X Cap: $29.60B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Trisura Group Ltd. (TSU $40.75)
  • $40.75 P/E (TTM): 16.92X Cap: $1.94B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Upvote 2

Read Answer Asked by Ray on August 01, 2024

Q: Can any reader suggest a US Money Market Fund I can use at RBC Invest Direct without having to pay the $50 commission they want to charge me.

At TD I use Cnd and US $ MMF without any charges.

Upvote 2

Read Answer Asked by Nigel on August 01, 2024

• Netflix Inc. (NFLX $1,200.98)
  • $1,200.98 P/E (TTM): 53.05X Cap: $515.92B
  • View NFLX Profile
  • View Questions on NFLX
• Evertz Technologies Limited (ET $12.00)
  • $12.00 P/E (TTM): 15.6X Cap: $909M
  • View ET Profile
  • View Questions on ET

Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Upvote 1

Read Answer Asked by Doug on August 01, 2024

• Arm Holdings plc (ARM $129.06)
  • $129.06 P/E (TTM): 188.08X Cap: $141.95B
  • View ARM Profile
  • View Questions on ARM

Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Upvote 4

Read Answer Asked by JR on August 01, 2024

• Agnico Eagle Mines Limited (AEM $184.32)
  • $184.32 P/E (TTM): 41.19X Cap: $90.79B
  • View AEM Profile
  • View Questions on AEM

Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Upvote 3

Read Answer Asked by Richard on August 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.50)
  • $41.50 P/E (TTM): 997.99X Cap: $19.20B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Your thoughts on BIP.UN's results please.

Upvote 4

Read Answer Asked by Theodore on August 01, 2024

• BCE Inc. (BCE $35.63)
  • $35.63 P/E (TTM): 76.7X Cap: $33.04B
  • View BCE Profile
  • View Questions on BCE

Q: Good morning,

Please comment of Q2 Earnings for BCE .

Thanks,
George

Upvote 8

Read Answer Asked by George on August 01, 2024

• Vitalhub Corp. (VHI $12.74)
  • $12.74 P/E (TTM): 286.67X Cap: $716M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Upvote 6

Read Answer Asked by Murray on August 01, 2024

• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $19.23)
  • $19.23 P/E (TTM): 62.83X Cap: $822M
  • View SMAX Profile
  • View Questions on SMAX

Q: Hi, I believe that you were going to ask Hamilton ETF if they were charging any additional fee's, other than the MER of 0.65%. Did they ever get back to you, and what was the result if they did.
Thanks

Upvote 2

Read Answer Asked by Greg on August 01, 2024

• iShares S&P/TSX SmallCap Index ETF (XCS $24.39)
  • $24.39 P/E (TTM): 26.42X Cap: $146M
  • View XCS Profile
  • View Questions on XCS
• iShares Core S&P Small-Cap ETF (IJR $113.83)
  • $113.83 P/E (TTM): 49.78X Cap: $82.96B
  • View IJR Profile
  • View Questions on IJR

Q: What is your favourite predominantly Canadian small cap ETF ? And American ?
Which of the two do you prefer for a 3-5 year hold?
Thank you,
Philip

Upvote 5

Read Answer Asked by Philip on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $21.51)
  • $21.51 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB
• Evolve US Banks Enhanced Yield Fund (CALL $13.16)
  • $13.16 P/E (TTM): 43.31X Cap: $106M
  • View CALL Profile
  • View Questions on CALL
• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $15.02)
  • $15.02 P/E (TTM): 12.49X Cap: $242M
  • View BKCC Profile
  • View Questions on BKCC

Q: Can I have your opinion on the best Cdn. bank ETF'S that write call options. Low fees & decent history of good yield.
Thank You

Upvote 2

Read Answer Asked by Joseph on August 01, 2024

• Crocs Inc. (CROX $83.04)
  • $83.04 P/E (TTM): 22.22X Cap: $4.55B
  • View CROX Profile
  • View Questions on CROX

Q: Good Morning
Do you still have the same conviction in CROXS following their latest quarter?

Thank you

Upvote 2

Read Answer Asked by Marty on August 01, 2024

• NextEra Energy Inc. (NEE $76.31)
  • $76.31 P/E (TTM): 26.48X Cap: $157.55B
  • View NEE Profile
  • View Questions on NEE
• Brookfield Renewable Partners L.P. (BEP.UN $34.30)
  • $34.30 Cap: $22.72B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Topaz Energy Corp. (TPZ $25.01)
  • $25.01 P/E (TTM): 60.85X Cap: $3.83B
  • View TPZ Profile
  • View Questions on TPZ
• Middlefield Global Infrastructure Dividend ETF (MINF $10.12)
  • $10.12 P/E (TTM): 70.83X Cap: $22M
  • View MINF Profile
  • View Questions on MINF

Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Upvote 2

Read Answer Asked by david on August 01, 2024

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $63.43)
  • $63.43 P/E (TTM): 26.91X Cap: $889M
  • View VEF Profile
  • View Questions on VEF
• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $44.27)
  • $44.27 P/E (TTM): 0.79X Cap: $549M
  • View VI Profile
  • View Questions on VI
• Vanguard Total International Stock (VXUS $71.27)
  • $71.27 P/E (TTM): 0.5X Cap: $95.93B
  • View VXUS Profile
  • View Questions on VXUS

Q: Hi All at 5i!!
I gather VXUS is in USD. Is there a CAD equivalent??

Cheers,
Tamara

Upvote 1

Read Answer Asked by Tamara on August 01, 2024