Investment Q&A

• Laurentian Bank of Canada (LB $32.95)
  • $32.95 P/E (TTM): 12.73X Cap: $1.42B
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Q: Good Morning all,
Have had this bank in my TFSA for awhile and was waiting for some movement. However now it is looking desastrous. Do I bite the bullet now or wait for it to settle up? Some are saying the stock has an intrinsic value of close to $50 and therefore should head back toward that value. In your valued opinion, is this stock a hold or a sell?
Thank you.

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Read Answer Asked by Roger on September 14, 2023

• Laurentian Bank of Canada (LB $32.95)
  • $32.95 P/E (TTM): 12.73X Cap: $1.42B
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Q: is it a buy at this price

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Read Answer Asked by lynn on September 14, 2023

• Yerbae Brands Corp. (YERB.U $0.08)
  • $0.08 Cap: $5M
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Q: This was a top pick on Market Call. It was compared to Celsius Holding in its early days. Do you see this as a hold buy or sell.

Thankyou

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Read Answer Asked by patricia on September 14, 2023

• RTX Corporation (RTX $155.00)
  • $155.00 P/E (TTM): 33.89X Cap: $203.12B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

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Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $124.45)
  • $124.45 P/E (TTM): 19.13X Cap: $81.55B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

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Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $338.12)
  • $338.12 P/E (TTM): 33.43X Cap: $667.32B
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

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Read Answer Asked by Dan on September 14, 2023

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.92)
  • $19.92 P/E (TTM): 9.71X Cap: $1.66B
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• BMO Aggregate Bond Index ETF (ZAG $13.92)
  • $13.92 Cap: $11.29B
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Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?

Upvote 1

Read Answer Asked by Serge on September 14, 2023

• Blue Owl Capital Corporation (OBDC $14.15)
  • $14.15 P/E (TTM): 9.48X Cap: $7.24B
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

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Read Answer Asked by DANIEL on September 14, 2023

• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $725M
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Q: What is happening with DND this morning - down 20%

Many thanks,

Marie

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Read Answer Asked by Marie on September 14, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.13)
  • $118.13 P/E (TTM): 18.37X Cap: $1.45B
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Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?

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Read Answer Asked by JR on September 14, 2023

• Broadcom Inc. (AVGO $369.57)
  • $369.57 P/E (TTM): 129.46X Cap: $1.58T
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• UnitedHealth Group Incorporated (DE) (UNH $346.78)
  • $346.78 P/E (TTM): 13.41X Cap: $315.10B
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• Zoetis Inc. Class A (ZTS $149.42)
  • $149.42 P/E (TTM): 27.24X Cap: $66.38B
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• Toronto-Dominion Bank (The) (TD $105.24)
  • $105.24 P/E (TTM): 8.71X Cap: $178.30B
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• Enbridge Inc. (ENB $67.35)
  • $67.35 P/E (TTM): 23.46X Cap: $146.08B
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• Restaurant Brands International Inc. (QSR $85.81)
  • $85.81 P/E (TTM): 23.4X Cap: $38.81B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $48.85)
  • $48.85 P/E (TTM): 12.53X Cap: $5.49B
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• TMX Group Limited (X $53.41)
  • $53.41 P/E (TTM): 35.33X Cap: $15.06B
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• Domino's Pizza Inc (DPZ $450.56)
  • $450.56 P/E (TTM): 27.07X Cap: $15.58B
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• Pool Corporation (POOL $319.15)
  • $319.15 P/E (TTM): 30.72X Cap: $12.43B
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Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

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Read Answer Asked by Regan on September 14, 2023

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• Nintendo Co (NTDOY)
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• NetEase Inc. (NTES $145.75)
  • $145.75 P/E (TTM): 22.53X Cap: $91.11B
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• Evolve Automobile Innovation Index Fund (CARS $23.88)
  • $23.88 P/E (TTM): 21.7X Cap: $19M
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• Evolve Cyber Security Index Fund (CYBR $56.98)
  • $56.98 P/E (TTM): 33.02X Cap: $160M
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• Evolve E-Gaming Index ETF (HERO $48.02)
  • $48.02 P/E (TTM): 32.62X Cap: $22M
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• Li Auto Inc. (LI $23.96)
  • $23.96 P/E (TTM): 22.57X Cap: $25.63B
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $20.10)
  • $20.10 Cap: $19.71B
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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• Evolve Innovation Index Fund (EDGE $43.07)
  • $43.07 P/E (TTM): 57.51X Cap: $38M
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Q: thoughts about Evolve ETFs?

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Read Answer Asked by William on September 14, 2023

• Cadence Design Systems Inc. (CDNS $338.53)
  • $338.53 P/E (TTM): 97.73X Cap: $98.57B
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• Marvell Technology Inc. (MRVL $67.10)
  • $67.10 Cap: $57.62B
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• Axcelis Technologies Inc. (ACLS $83.28)
  • $83.28 P/E (TTM): 14.99X Cap: $2.53B
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• Super Micro Computer Inc. (SMCI $43.91)
  • $43.91 P/E (TTM): 21.88X Cap: $25.50B
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• ASML Holding N.V. (ASML $793.14)
  • $793.14 P/E (TTM): 35.63X Cap: $316.64B
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• InMode Ltd. (INMD $15.02)
  • $15.02 Cap: $1.04B
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• Palantir Technologies Inc. (PLTR $166.74)
  • $166.74 P/E (TTM): 520.33X Cap: $385.17B
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• Snowflake Inc. (SNOW $225.85)
  • $225.85 Cap: $76.41B
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

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Read Answer Asked by Catherine on September 14, 2023

• Agnico Eagle Mines Limited (AEM $211.94)
  • $211.94 P/E (TTM): 31.74X Cap: $106.42B
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Q: Do you think that this is worth hanging onto at a loss?

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Read Answer Asked by Catherine on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $92.99)
  • $92.99 P/E (TTM): 155.34X Cap: $137.26B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.17)
  • $77.17 P/E (TTM): 38.81X Cap: $125.53B
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Q: I am not sure if you or anyone at 5i had watched this but would you add anything more? The outlook seems very steady. https://www.youtube.com/watch?v=ip7E0xYxNUo

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Read Answer Asked by Kolbi on September 14, 2023

Q: If one sells a Sept put and buys it back at a loss does the 30 rule apply before you can sell another put (say Oct) on the same stock?

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Read Answer Asked by Lynda on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $92.99)
  • $92.99 P/E (TTM): 155.34X Cap: $137.26B
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Q: Just wondered if you might any thoughts on Brookfield's investor day presentation yesterday & would you agree with the management outlook going forward.
Best regards Tom

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Read Answer Asked by Thomas on September 14, 2023

• Descartes Systems Group Inc. (The) (DSG $146.77)
  • $146.77 P/E (TTM): 63.71X Cap: $12.73B
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• Thomson Reuters Corporation (TRI $236.30)
  • $236.30 P/E (TTM): 48.19X Cap: $109.66B
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• Alimentation Couche-Tard Inc. (ATD $74.00)
  • $74.00 P/E (TTM): 19.91X Cap: $69.57B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.99)
  • $92.99 P/E (TTM): 155.34X Cap: $137.26B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.17)
  • $77.17 P/E (TTM): 38.81X Cap: $125.53B
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Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton

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Read Answer Asked by Clayton on September 14, 2023

• Tesla Inc. (TSLA $347.79)
  • $347.79 P/E (TTM): 200.23X Cap: $1.11T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.

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Read Answer Asked by Graham on September 14, 2023

• Savaria Corporation (SIS $20.48)
  • $20.48 P/E (TTM): 27.16X Cap: $1.46B
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Q: your thoughts please with savaria now below the $14.50 offer price for there latest stock offering?

Thx

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Read Answer Asked by blake on September 14, 2023