Investment Q&A

• Finning International Inc. (FTT $89.66)
  • $89.66 P/E (TTM): 18.2X Cap: $11.72B
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• TFI International Inc. (TFII $140.00)
  • $140.00 P/E (TTM): 36.2X Cap: $11.50B
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• ATS Corporation (ATS $37.77)
  • $37.77 Cap: $3.70B
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• EQB Inc. (EQB $105.70)
  • $105.70 P/E (TTM): 18.26X Cap: $3.87B
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• GFL Environmental Inc. subordinate voting shares (GFL $59.00)
  • $59.00 P/E (TTM): 6.04X Cap: $21.18B
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• Dye & Durham Limited (DND $4.50)
  • $4.50 Cap: $302M
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Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

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Read Answer Asked by Chris on April 29, 2022

• WSP Global Inc. (WSP $222.05)
  • $222.05 P/E (TTM): 29.87X Cap: $29.93B
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• Invesco Water Resources ETF (PHO $67.27)
  • $67.27 P/E (TTM): 28.12X Cap: $1.98B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $37.75)
  • $37.75 P/E (TTM): 102.69X Cap: $17.52B
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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

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Read Answer Asked by sam on April 29, 2022

• Global X Active Preferred Share ETF (HPR $10.45)
  • $10.45 P/E (TTM): 35.71X Cap: $916M
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• TD Active Preferred Share ETF (TPRF $12.61)
  • $12.61 P/E (TTM): 9.78X Cap: $415M
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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 $41.95)
  • $41.95 P/E (TTM): 12.88X Cap: $660M
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Q: Could you comment on CSV's quarter? Thanks.

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Read Answer Asked by Ken on April 29, 2022

• Aecon Group Inc. (ARE $40.24)
  • $40.24 P/E (TTM): 399.1X Cap: $2.57B
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Q: Thoughts on earnings and outlook ? Thank you.

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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.

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Read Answer Asked by sunday on April 29, 2022

• BetaPro NASDAQ-100 -2x Daily Bear ETF (HQD)
  • Cap: $38M
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• BetaPro S&P 500 Daily Inverse ETF (HIU)
  • Cap: $21M
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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 $299.69)
  • $299.69 P/E (TTM): 37.68X Cap: $313.12B
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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?

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Read Answer Asked by David on April 29, 2022

• Whitecap Resources Inc. (WCP $14.32)
  • $14.32 P/E (TTM): 14.03X Cap: $17.38B
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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.

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Read Answer Asked by Neil on April 29, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE $86.00)
  • $86.00 P/E (TTM): 115.08X Cap: $50.91B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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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

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Read Answer Asked by Larry on April 29, 2022

• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 28.05X Cap: $3.65T
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Q: Why did Google tank so quickly and badly recently? Is it a time to add more now? Thanks for your answer.

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Read Answer Asked by Pat on April 29, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
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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

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Read Answer Asked on April 29, 2022

• BMO Real Return Bond Index ETF (ZRR $13.85)
  • $13.85 Cap: $94M
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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.

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Read Answer Asked by David on April 29, 2022

• Teladoc Health Inc. (TDOC $5.37)
  • $5.37 Cap: $957M
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• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.03B
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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

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Read Answer Asked by Linda on April 28, 2022

• TFI International Inc. (TFII $140.00)
  • $140.00 P/E (TTM): 36.2X Cap: $11.50B
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• Magna International Inc. (MG $75.59)
  • $75.59 P/E (TTM): 19.17X Cap: $21.30B
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Q: Couple of my favorite stocks MG and TFI. Have some spare cash, would you add or wait? Thx Ron

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Read Answer Asked by Ronald on April 28, 2022

• Dye & Durham Limited (DND $4.50)
  • $4.50 Cap: $302M
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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

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Read Answer Asked by Sheldon on April 28, 2022

• RioCan Real Estate Investment Trust (REI.UN $19.18)
  • $19.18 P/E (TTM): 83.7X Cap: $5.63B
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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.

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Read Answer Asked by Ron on April 28, 2022

• Agnico Eagle Mines Limited (AEM $284.98)
  • $284.98 P/E (TTM): 24.67X Cap: $142.78B
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Q: AEM ok to buy today? It seems cheap. Much risk?

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Read Answer Asked by Neil on April 28, 2022

• Netflix Inc. (NFLX $95.31)
  • $95.31 P/E (TTM): 37.29X Cap: $402.41B
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• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 37.38X Cap: $4.38T
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Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

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Read Answer Asked by Neil on April 28, 2022