Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.06)
  • $99.06 P/E (TTM): 13.09X Cap: $21.27B
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• Dollarama Inc. (DOL $202.20)
  • $202.20 P/E (TTM): 41.55X Cap: $55.35B
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• Intact Financial Corporation (IFC $261.96)
  • $261.96 P/E (TTM): 18.73X Cap: $46.51B
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• Restaurant Brands International Inc. (QSR $98.40)
  • $98.40 P/E (TTM): 24.12X Cap: $44.68B
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• Stantec Inc. (STN $126.99)
  • $126.99 P/E (TTM): 28.41X Cap: $14.48B
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• Celestica Inc. (CLS $365.00)
  • $365.00 P/E (TTM): 49.65X Cap: $43.57B
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• Toromont Industries Ltd. (TIH $213.79)
  • $213.79 P/E (TTM): 33.34X Cap: $17.24B
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• BRP Inc. Subordinate Voting Shares (DOO $98.37)
  • $98.37 Cap: $7.21B
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Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.

Upvote 12

Read Answer Asked by Dan on April 13, 2024

Q: Good Day 5I team: Is it allowed by CRA to transfer a security from a non registered trading account to your tax free savings account,to make up your contribution limit? Thanks Larry

Upvote 4

Read Answer Asked by Larry on April 13, 2024

• MTY Food Group Inc. (MTY $40.42)
  • $40.42 P/E (TTM): 28.98X Cap: $945M
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Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on April 13, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.19)
  • $78.19 P/E (TTM): 28.74X Cap: $39.08B
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• Lundin Mining Corporation (LUN $41.79)
  • $41.79 Cap: $35.71B
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• Capstone Copper Corp. (CS $13.71)
  • $13.71 P/E (TTM): 25.32X Cap: $10.46B
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Q: Hi 5i. Any thoughts on the copper market? What are your favorite copper oriented stocks/etf and why.

Thanks so much!
Gary

Upvote 5

Read Answer Asked by Gary on April 13, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 88.8X Cap: $134.31B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.45)
  • $64.45 P/E (TTM): 30.6X Cap: $103.81B
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Q: Hello, What is the reason for the generally tame performance of these two stocks? Is this mainly interest rate related. Can you please let me know on your thoughts and discuss the reasons to hold or not hold them for the long term. Thanks.

Shyam

Upvote 2

Read Answer Asked by Shyam on April 13, 2024

• Descartes Systems Group Inc. (The) (DSG $92.14)
  • $92.14 P/E (TTM): 37.49X Cap: $7.75B
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• Advanced Micro Devices Inc. (AMD $198.62)
  • $198.62 P/E (TTM): 74.19X Cap: $323.83B
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• Canadian General Investments Limited (CGI $50.95)
  • $50.95 P/E (TTM): 25.51X Cap: $1.06B
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• ADF Group Inc. Subordinate Voting Shares (DRX $10.68)
  • $10.68 P/E (TTM): 10.28X Cap: $299M
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• Propel Holdings Inc. (PRL $20.95)
  • $20.95 P/E (TTM): 9.8X Cap: $826M
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Q: Good morning,

For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?

Thanks,

Brad

Upvote 10

Read Answer Asked by Bradley on April 13, 2024

• Zoetis Inc. Class A (ZTS $128.96)
  • $128.96 P/E (TTM): 20.9X Cap: $55.34B
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Q: Good morning,

Can you shed some light on Zoetis' decline this am?

Thank you.

Upvote 2

Read Answer Asked by Brad on April 13, 2024

• Maxar Technologies Inc. (MAXR $70.54)
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Q: Hi all...any idea where things stand with the class action against maxar?

Upvote 1

Read Answer Asked by dan on April 13, 2024

• Murphy Oil Corporation (MUR $34.82)
  • $34.82 P/E (TTM): 33.31X Cap: $4.97B
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• Alimentation Couche-Tard Inc. (ATD $82.26)
  • $82.26 P/E (TTM): 22.84X Cap: $76.15B
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• Caseys General Stores Inc. (CASY $687.01)
  • $687.01 P/E (TTM): 41.26X Cap: $25.46B
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• Murphy USA Inc. (MUSA $403.07)
  • $403.07 P/E (TTM): 16.14X Cap: $7.25B
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Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Upvote 3

Read Answer Asked by David on April 13, 2024

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.32)
  • $163.32 P/E (TTM): 127.25X Cap: $212.98B
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• Palo Alto Networks Inc. (PANW $150.15)
  • $150.15 P/E (TTM): 79.64X Cap: $122.52B
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• DocuSign Inc. (DOCU $46.16)
  • $46.16 P/E (TTM): 29.2X Cap: $9.02B
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• CrowdStrike Holdings Inc. (CRWD $384.86)
  • $384.86 Cap: $93.77B
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• UiPath Inc. Class A (PATH $10.70)
  • $10.70 P/E (TTM): 24.21X Cap: $5.73B
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Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $17.45)
  • $17.45 Cap: $292M
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Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $79.05)
  • $79.05 P/E (TTM): 18.01X Cap: $93.82B
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• Brookfield Infrastructure Corporation (BIPC $49.67)
  • $49.67 Cap: $6.58B
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Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $79.18)
  • $79.18 P/E (TTM): 31.11X Cap: $58.58B
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• Palo Alto Networks Inc. (PANW $150.15)
  • $150.15 P/E (TTM): 79.64X Cap: $122.52B
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• Rapid7 Inc. (RPD $6.26)
  • $6.26 P/E (TTM): 17.0X Cap: $409M
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• CrowdStrike Holdings Inc. (CRWD $384.86)
  • $384.86 Cap: $93.77B
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• Roblox Corporation Class A (RBLX $67.44)
  • $67.44 Cap: $48.65B
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Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $318.82)
  • $318.82 P/E (TTM): 69.55X Cap: $1.51T
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• Microsoft Corporation (MSFT $398.55)
  • $398.55 P/E (TTM): 24.04X Cap: $2.95T
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• NVIDIA Corporation (NVDA $182.48)
  • $182.48 P/E (TTM): 47.53X Cap: $4.43T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $198.62)
  • $198.62 P/E (TTM): 74.19X Cap: $323.83B
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• Vertiv Holdings LLC Class A (VRT $257.75)
  • $257.75 P/E (TTM): 92.61X Cap: $97.52B
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Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $2.38)
  • $2.38 P/E (TTM): 7.4X Cap: $225M
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• International Petroleum Corporation (IPCO $32.64)
  • $32.64 P/E (TTM): 94.74X Cap: $3.66B
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Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 88.8X Cap: $134.31B
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Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $5.82)
  • $5.82 P/E (TTM): 420.0X Cap: $584M
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Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024