Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $24.79)
  • $24.79 P/E (TTM): 40.82X Cap: $725M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $31.17)
  • $31.17 P/E (TTM): 44.79X Cap: $325M
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• Utilities Select Sector SPDR ETF (XLU $85.81)
  • $85.81 P/E (TTM): 77.97X Cap: $21.49B
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• Vanguard Utilities ETF (VPU $185.53)
  • $185.53 P/E (TTM): 55.41X Cap: $7.07B
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• iShares U.S. Utilities ETF (IDU $109.56)
  • $109.56 P/E (TTM): 79.55X Cap: $1.57B
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• Hamilton Enhanced Utilities ETF (HUTS $13.87)
  • $13.87 P/E (TTM): 50.91X Cap: $149M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $291.46)
  • $291.46 P/E (TTM): 14.26X Cap: $803.58B
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• Eli Lilly and Company (LLY $712.61)
  • $712.61 P/E (TTM): 57.22X Cap: $667.66B
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• Uber Technologies Inc. (UBER $92.98)
  • $92.98 P/E (TTM): 16.69X Cap: $195.46B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.51)
  • $189.51 P/E (TTM): 78.74X Cap: $247.43B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $4,380.00)
  • $4,380.00 P/E (TTM): 107.5X Cap: $92.40B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $251.50)
  • $251.50 P/E (TTM): 41.4X Cap: $29.19B
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• Celestica Inc. (CLS $180.94)
  • $180.94 P/E (TTM): 41.4X Cap: $21.03B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $70.57)
  • $70.57 P/E (TTM): 20.49X Cap: $35.51B
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• Enbridge Inc (ENB $47.88)
  • $47.88 P/E (TTM): 22.99X Cap: $104.75B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $66.56)
  • $66.56 P/E (TTM): 22.99X Cap: $145.29B
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• TC Energy Corporation (TRP $71.48)
  • $71.48 P/E (TTM): 17.38X Cap: $74.77B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $204.41)
  • $204.41 P/E (TTM): 12.3X Cap: $3.27B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $6.87)
  • $6.87 P/E (TTM): 2.57X Cap: $224M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $225.15)
  • $225.15 P/E (TTM): 34.99X Cap: $3.35T
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• Amazon.com Inc. (AMZN $221.03)
  • $221.03 P/E (TTM): 34.76X Cap: $2.38T
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• Alphabet Inc. (GOOGL $199.68)
  • $199.68 P/E (TTM): 21.49X Cap: $2.41T
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• NVIDIA Corporation (NVDA $174.58)
  • $174.58 P/E (TTM): 56.66X Cap: $4.27T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.51)
  • $189.51 P/E (TTM): 78.74X Cap: $247.43B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $475.21)
  • $475.21 P/E (TTM): 66.74X Cap: $172.23B
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• WSP Global Inc. (WSP $280.58)
  • $280.58 P/E (TTM): 45.97X Cap: $36.43B
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• goeasy Ltd. (GSY $204.41)
  • $204.41 P/E (TTM): 12.3X Cap: $3.27B
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• iShares Russell 2000 Growth ETF (IWO $296.18)
  • $296.18 P/E (TTM): 45.65X Cap: $11.91B
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• iShares Russell 2000 ETF (IWM $225.24)
  • $225.24 P/E (TTM): 38.62X Cap: $63.19B
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• WELL Health Technologies Corp. (WELL $4.83)
  • $4.83 Cap: $1.23B
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• iShares Core S&P Small-Cap ETF (IJR $113.82)
  • $113.82 P/E (TTM): 49.78X Cap: $82.57B
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• iShares Russell 2000 Value ETF (IWN $165.94)
  • $165.94 P/E (TTM): 31.08X Cap: $11.26B
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• Boyd Group Services Inc. (BYD $221.25)
  • $221.25 P/E (TTM): 257.7X Cap: $4.73B
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• Propel Holdings Inc. (PRL $31.64)
  • $31.64 P/E (TTM): 15.66X Cap: $1.22B
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• Brookfield Corporation Class A Limited Voting Shares (BN $88.35)
  • $88.35 P/E (TTM): 150.95X Cap: $132.96B
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• ISHARES TRUST (IJT $136.74)
  • $136.74 P/E (TTM): 57.09X Cap: $6.13B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $12.55)
  • $12.55 P/E (TTM): 14.69X Cap: $8.44B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $204.41)
  • $204.41 P/E (TTM): 12.3X Cap: $3.27B
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• EQB Inc. (EQB $99.59)
  • $99.59 P/E (TTM): 10.35X Cap: $3.84B
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• ECN Capital Corp. (ECN $2.76)
  • $2.76 P/E (TTM): 99.82X Cap: $774M
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• Propel Holdings Inc. (PRL $31.64)
  • $31.64 P/E (TTM): 15.66X Cap: $1.22B
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024