Investment Q&A

• Finning International Inc. (FTT $74.28)
  • $74.28 P/E (TTM): 14.46X Cap: $9.78B
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII $145.02)
  • $145.02 P/E (TTM): 27.22X Cap: $12B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS $38.08)
  • $38.08 Cap: $3.82B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• EQB Inc. (EQB $103.44)
  • $103.44 P/E (TTM): 15.48X Cap: $3.90B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• GFL Environmental Inc. subordinate voting shares (GFL $59.04)
  • $59.04 P/E (TTM): 6.5X Cap: $21.28B
  • View GFL Profile
  • View Questions on GFL
• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

Upvote 0

Read Answer Asked by Chris on April 29, 2022

• WSP Global Inc. (WSP $250.60)
  • $250.60 P/E (TTM): 36.67X Cap: $32.55B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Invesco Water Resources ETF (PHO $71.48)
  • $71.48 P/E (TTM): 28.54X Cap: $2.12B
  • View PHO Profile
  • View Questions on PHO
• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.87)
  • $34.87 P/E (TTM): 53.52X Cap: $16.07B
  • View BIP Profile
  • View Questions on BIP

Q: I wish to increase Infrastructure holdings. Currently own BIP -2% [utility sector], WSP - 1%, PHO - 1%.
1. What percentage would you recommend for infrastructure -growth at a reasonable price? 2. What other stocks/ETFs would you add to the mix - agree with J. 3. Others? 4. What percentage would you recommend for each?
thank you

Upvote 0

Read Answer Asked by sam on April 29, 2022

• Global X Active Preferred Share ETF (HPR $10.46)
  • $10.46 P/E (TTM): 8.17X Cap: $930M
  • View HPR Profile
  • View Questions on HPR
• TD Active Preferred Share ETF (TPRF $12.60)
  • $12.60 P/E (TTM): 9.87X Cap: $386M
  • View TPRF Profile
  • View Questions on TPRF

Q: Your thoughts on TPRF. Is there a better active Preferred ETF?

Upvote 1

Read Answer Asked by Carlos on April 29, 2022

• Carriage Services Inc. (CSV $42.98)
  • $42.98 P/E (TTM): 13.91X Cap: $675M
  • View CSV Profile
  • View Questions on CSV

Q: Could you comment on CSV's quarter? Thanks.

Upvote 0

Read Answer Asked by Ken on April 29, 2022

• Aecon Group Inc. (ARE $31.90)
  • $31.90 P/E (TTM): 314.0X Cap: $2.01B
  • View ARE Profile
  • View Questions on ARE

Q: Thoughts on earnings and outlook ? Thank you.

Upvote 0

Read Answer Asked by Paul on April 29, 2022

Q: Hi,

I have a line of credit that I borrowed for investing.But prior to that I used it once for personal use.After the funds borrowed were paid, a month later I used it all for investing in a non registered acct.

My question is, can I claim a tax deduction on the interest expense on that money borrowed.I read articles that you can only deduct only if the account was only used for investment purposes.

I know you are not tax experts but your valued opinion is greatly appreciated.

Thanks.

Upvote 0

Read Answer Asked by sunday on April 29, 2022

• BetaPro NASDAQ-100 -2x Daily Bear ETF (HQD)
  • Cap: $38M
  • View HQD Profile
  • View Questions on HQD
• BetaPro S&P 500 Daily Inverse ETF (HIU)
  • Cap: $21M
  • View HIU Profile
  • View Questions on HIU

Q: Are there any ETFs that short US markets that trade in Canada?

Upvote 1

Read Answer Asked by john on April 29, 2022

• GE Aerospace (GE $315.25)
  • $315.25 P/E (TTM): 41.02X Cap: $331.98B
  • View GE Profile
  • View Questions on GE

Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

Upvote 0

Read Answer Asked by Chris on April 29, 2022

Q: Hi Team,

Something doesn't add up to me:

1. The USD has been exceptionally strong why are commodities also so strong (I think it might be a supply/supply chain issue)?

2. Wholesale inventories are also very high (stocking up due to supply chain fears)?

I feel that the inflation is artificial and once consumers reach the limit they can afford there will be massive demand destruction and disinflation/deflation as inventories are overstocked.

What is going on?

Upvote 0

Read Answer Asked by David on April 29, 2022

• Whitecap Resources Inc. (WCP $11.38)
  • $11.38 P/E (TTM): 9.51X Cap: $13.71B
  • View WCP Profile
  • View Questions on WCP

Q: Im wondering why WCP stock is down today with earnings coming out. How would you proceed with the stock? Is there a more lucrative alternative stock for the next 12 months in this sector? Thanks.

Upvote 0

Read Answer Asked by Neil on April 29, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE $124.32)
  • $124.32 P/E (TTM): 164.82X Cap: $73.87B
  • View SE Profile
  • View Questions on SE
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN

Q: 5i: according to a question asked by Victor on the 28th. You ranked these oil stocks tou,wcp,cve,cnq,arx.Where would you rank cpg. for using the same criteria? Tks.Larry

Upvote 0

Read Answer Asked by Larry on April 29, 2022

• Alphabet Inc. (GOOG $315.36)
  • $315.36 P/E (TTM): 30.46X Cap: $3.70T
  • View GOOG Profile
  • View Questions on GOOG

Q: Why did Google tank so quickly and badly recently? Is it a time to add more now? Thanks for your answer.

Upvote 0

Read Answer Asked by Pat on April 29, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.79)
  • $230.79 P/E (TTM): 148.84X Cap: $303.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: when does shop report. what are analyst expectations. what does 5i expect. do you think analyst expectations are realistic. if there is a surprise in earnings, what might it be

Upvote 0

Read Answer Asked on April 29, 2022

• BMO Real Return Bond Index ETF (ZRR $13.98)
  • $13.98 Cap: $100M
  • View ZRR Profile
  • View Questions on ZRR

Q: You recently commented that ZRR could represent a defense against inflation and rising interest rates. If this is true, then as we are now dealing with inflation and rising rates, why is ZRR's 1 year chart falling steadily? What am I missing? Thanks for a great service.

Upvote 0

Read Answer Asked by David on April 29, 2022

• Teladoc Health Inc. (TDOC $7.19)
  • $7.19 Cap: $1.28B
  • View TDOC Profile
  • View Questions on TDOC
• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $995M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi Peter and Team
TDOC has been crushed today it was about 300 US a year ago and now is down 90% sine with a 45% drop today
Was it a US company like WELL ?
And any reason for this sell off ?
Thanks
Linda

Upvote 0

Read Answer Asked by Linda on April 28, 2022

• TFI International Inc. (TFII $145.02)
  • $145.02 P/E (TTM): 27.22X Cap: $12B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $73.77)
  • $73.77 P/E (TTM): 15.11X Cap: $21.04B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Couple of my favorite stocks MG and TFI. Have some spare cash, would you add or wait? Thx Ron

Upvote 0

Read Answer Asked by Ronald on April 28, 2022

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: To date, DND has been a DUD. What do YOU expect from earnings tomorrow? Are you bullish on the outlook or more of the same?

Thanks


Sheldon

Upvote 0

Read Answer Asked by Sheldon on April 28, 2022

• RioCan Real Estate Investment Trust (REI.UN $18.55)
  • $18.55 P/E (TTM): 84.45X Cap: $5.48B
  • View REI.UN Profile
  • View Questions on REI.UN

Q: Is the payout (dividend) secure from this REIT? Concerns have been expressed about the retail sector given high inflation which is hanging around and labor shortages.

Upvote 0

Read Answer Asked by Ron on April 28, 2022

• Agnico Eagle Mines Limited (AEM $245.87)
  • $245.87 P/E (TTM): 30.01X Cap: $124.51B
  • View AEM Profile
  • View Questions on AEM

Q: AEM ok to buy today? It seems cheap. Much risk?

Upvote 0

Read Answer Asked by Neil on April 28, 2022

• Netflix Inc. (NFLX $93.24)
  • $93.24 P/E (TTM): 39.43X Cap: $395.04B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $187.68)
  • $187.68 P/E (TTM): 44.91X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

Upvote 0

Read Answer Asked by Neil on April 28, 2022