Investment Q&A

Q: I would like to bring back some money from my US direct account to my CDN direct account, what is the best method and how would I do it?

Upvote 8

Read Answer Asked by Jean on July 03, 2024

• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
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• Rogers Communication Inc. (RCI $34.02)
  • $34.02 P/E (TTM): 17.17X Cap: $18B
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Q: Which of these two telco’s would you buy at the moment and why?

Upvote 6

Read Answer Asked by Donald on July 03, 2024

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
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• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
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Q: Given that these two companies control apx. 65% of phone and internet use, what change would reverse the course of their stock price? Does the concentration of ownership and reliance on their services not bode well into the future? Thanks

Upvote 7

Read Answer Asked by Stephen on July 03, 2024

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
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Q: Thinking on getting a position in BCE A bit for growth but mostly long term dividends
Is it a buy,hold or sell ?
Do you like it for the long time

Thank you 😊

Upvote 5

Read Answer Asked by Filip on July 03, 2024

• Nike Inc. (NKE $74.87)
  • $74.87 P/E (TTM): 34.55X Cap: $110.20B
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• Ulta Beauty Inc. (ULTA $513.72)
  • $513.72 P/E (TTM): 19.86X Cap: $22.82B
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• Academy Sports and Outdoors Inc. (ASO $51.86)
  • $51.86 P/E (TTM): 9.07X Cap: $3.27B
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Q: 1)Would you be comfortable switching out Nike for Ulta beauty today?

2)which do you prefer between Ulta beauty and Academy Sports and outdoor for a long term hold?

Upvote 0

Read Answer Asked by Timothy on July 03, 2024

• Cedar Realty Trust Inc. (CDR $29.00)
  • $29.00 Cap: $397M
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Q: Can you please provide a list of cdr's that are available, or where a source where i could locate them.
Thanks in advance
Rick

Upvote 2

Read Answer Asked by Rick on July 03, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: There must be growing concern that the company is not meeting any of their reporting dates, nor communicating. What are your thoughts? Thanks

Upvote 1

Read Answer Asked by Stephen on July 03, 2024

Q: Do CDRs of US companies need be reported on T1135 if ACB is over $100K?

Thanks in advance.

Upvote 3

Read Answer Asked by K on July 03, 2024

Q: Hello 5i, Could you explain when a stock on the TMX trades and states the day volume was - Volume:630.59K Consolidated Volume:1.13M. What do you go by to accurately know the volume of shares traded that day and the price range.

Upvote 3

Read Answer Asked by Michael on July 03, 2024

• StoneCo Ltd. (STNE $12.77)
  • $12.77 Cap: $3.41B
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• Nu Holdings Ltd. Class A (NU $12.06)
  • $12.06 Cap: $58.06B
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Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?

Upvote 1

Read Answer Asked by Paul on July 03, 2024

• Brookfield Asset Management Inc Class A Limited (BAM $61.39)
  • $61.39 P/E (TTM): 43.34X Cap: $96.44B
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Q: Hi 5i Team,

I would like to know if the dividend paid by BAM in USD in a US account qualifies for the federal and Ontario dividend tax credit.

Many thanks in advance for providing this information.

Upvote 4

Read Answer Asked by Michel L on July 02, 2024

• Foraco International SA (FAR $1.60)
  • $1.60 P/E (TTM): 5.46X Cap: $169M
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Q: Have small position, is now a good to time to add on weakness?
Thanks and have a great day

Upvote 1

Read Answer Asked by Sonny on July 02, 2024

• Taiga Building Products Ltd. (TBL $3.16)
  • $3.16 P/E (TTM): 7.71X Cap: $341M
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• Kraken Robotics Inc. (PNG $3.39)
  • $3.39 P/E (TTM): 48.43X Cap: $890M
  • View PNG Profile
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• Vitalhub Corp. (VHI $13.53)
  • $13.53 P/E (TTM): 300.67X Cap: $754M
  • View VHI Profile
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.62)
  • $8.62 P/E (TTM): 5.16X Cap: $242M
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• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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Q: What are 5-6 stocks 5i would pick that are Canadian, profitable, and less than $1 billion market cap for the higher risk/growth part of a portfolio, to hold for the long term?

Upvote 26

Read Answer Asked by Jeff on July 02, 2024

• Super Micro Computer Inc. (SMCI $58.32)
  • $58.32 P/E (TTM): 31.21X Cap: $33.80B
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Q: Can you comment on what may explain the jerkiness of this stock? It goes up and down in dramatic moves. Any idea as to what may explain the high volatility? Thank you.

Jason

Upvote 5

Read Answer Asked by Jason on July 02, 2024

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
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Q: Your thoughts please on the offer from TRC capital for BCE shares. Offer is above current trading price. Thx

Upvote 9

Read Answer Asked by blake on July 02, 2024

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
  • View Questions on T

Q: Both BCE and Telus are down significantly today on high volume and both have broken support levels. Is there any recent news to explain today's drops. Are their dividends safe

Upvote 7

Read Answer Asked by Lakis on July 02, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
  • View BAM Profile
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Q: BAM is currently overvalued per Morningstar (price of $51 vs fair value of 44 ish).
BN is currently undervalued per Morningstar (price of $56 vs fair value of 60+ if I remember correctly)
Would you agree with this valuation?
I am currently owning both BN and BAM. The BAM holding was spun off from the BN holding. I just want to simplify into 1 holding. Would it make sense to sell BAM and add to BN here? My priority is growth as the horizon is 10 + years. Thank you very much.

Upvote 7

Read Answer Asked by Anh on July 02, 2024

Q: Morning 5i Team,

I have s simple question regrading tax treatment of interest expenses.

Let's say I borrow money to purchase dividend paying stocks. How should I handle the interest so paid on such a loan? Do I simply write it off in the year the expenses are incurred or do I add the cumulated interest charges to the adjusted cost base of the stock when I sell.

Your help is much appreciated.
H

Upvote 2

Read Answer Asked by Harry on July 02, 2024

• TMX Group Limited (X $55.83)
  • $55.83 P/E (TTM): 34.68X Cap: $15.52B
  • View X Profile
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Q: TMX share price has had a bit of a run up lately, and I think from a review of past answers must now be pretty close to the high end of its historical valuation range? Do you have any concerns about it getting ahead of itself at this point or do you think the fundamentals are supporting this upward momentum? Appreciate your insight as always.

Upvote 7

Read Answer Asked by Stephen R. on July 02, 2024

• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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• Restaurant Brands International Inc. (QSR $93.86)
  • $93.86 P/E (TTM): 23.06X Cap: $42.67B
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• Toromont Industries Ltd. (TIH $140.49)
  • $140.49 P/E (TTM): 23.73X Cap: $11.42B
  • View TIH Profile
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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• Berkshire Hathaway Inc. (BRK.B $457.98)
  • $457.98 P/E (TTM): 12.6X Cap: $1.02T
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
  • View BAM Profile
  • View Questions on BAM

Q: I have a TFSA account, and would like to add more for investment. I am very happy the current performance and would like to look for those well sleep Canadian’s stock. Any suggestion?

Upvote 13

Read Answer Asked by kwokwai on July 02, 2024