Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $24.62)
  • $24.62 P/E (TTM): 38.82X Cap: $724M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.83)
  • $30.83 P/E (TTM): 42.71X Cap: $321M
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• Utilities Select Sector SPDR ETF (XLU $86.53)
  • $86.53 P/E (TTM): 53.31X Cap: $21.39B
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• Vanguard Utilities ETF (VPU $187.02)
  • $187.02 P/E (TTM): 42.14X Cap: $7.05B
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• iShares U.S. Utilities ETF (IDU $110.22)
  • $110.22 P/E (TTM): 21.24X Cap: $1.50B
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• Hamilton Enhanced Utilities ETF (HUTS $13.40)
  • $13.40 P/E (TTM): 20.6X Cap: $146M
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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 $291.08)
  • $291.08 P/E (TTM): 14.2X Cap: $817.77B
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• Eli Lilly and Company (LLY $763.67)
  • $763.67 P/E (TTM): 62.03X Cap: $728.80B
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• Uber Technologies Inc. (UBER $90.71)
  • $90.71 P/E (TTM): 15.22X Cap: $184.92B
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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 $173.16)
  • $173.16 P/E (TTM): 97.92X Cap: $212.29B
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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 $4,723.92)
  • $4,723.92 P/E (TTM): 98.53X Cap: $99.98B
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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 $269.79)
  • $269.79 P/E (TTM): 43.72X Cap: $30.91B
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• Celestica Inc. (CLS $195.72)
  • $195.72 P/E (TTM): 43.72X Cap: $23.16B
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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 $69.58)
  • $69.58 P/E (TTM): 20.78X Cap: $34.50B
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• Enbridge Inc (ENB $46.66)
  • $46.66 P/E (TTM): 23.56X Cap: $101.63B
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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 $64.32)
  • $64.32 P/E (TTM): 23.56X Cap: $138.93B
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• TC Energy Corporation (TRP $67.13)
  • $67.13 P/E (TTM): 15.86X Cap: $69.38B
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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 $185.15)
  • $185.15 P/E (TTM): 11.92X Cap: $2.98B
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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
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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 $6.97)
  • $6.97 P/E (TTM): 2.51X Cap: $229M
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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 $203.46)
  • $203.46 P/E (TTM): 31.52X Cap: $3.01T
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• Amazon.com Inc. (AMZN $213.85)
  • $213.85 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOGL $194.58)
  • $194.58 P/E (TTM): 21.11X Cap: $2.35T
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• NVIDIA Corporation (NVDA $178.04)
  • $178.04 P/E (TTM): 56.04X Cap: $4.39T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.16)
  • $173.16 P/E (TTM): 97.92X Cap: $212.29B
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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 $478.80)
  • $478.80 P/E (TTM): 70.73X Cap: $173.27B
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• WSP Global Inc. (WSP $284.54)
  • $284.54 P/E (TTM): 51.42X Cap: $36.74B
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• goeasy Ltd. (GSY $185.15)
  • $185.15 P/E (TTM): 11.92X Cap: $2.98B
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• iShares Russell 2000 Growth ETF (IWO $292.01)
  • $292.01 P/E (TTM): 4.55X Cap: $11.73B
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• iShares Russell 2000 ETF (IWM $220.28)
  • $220.28 P/E (TTM): 32.1X Cap: $60.68B
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• WELL Health Technologies Corp. (WELL $4.70)
  • $4.70 Cap: $1.15B
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• iShares Core S&P Small-Cap ETF (IJR $110.61)
  • $110.61 P/E (TTM): 34.78X Cap: $80.16B
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• iShares Russell 2000 Value ETF (IWN $160.63)
  • $160.63 P/E (TTM): 24.8X Cap: $10.77B
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• Boyd Group Services Inc. (BYD $189.24)
  • $189.24 P/E (TTM): 222.77X Cap: $4.06B
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• Propel Holdings Inc. (PRL $35.73)
  • $35.73 P/E (TTM): 17.69X Cap: $1.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.54)
  • $92.54 P/E (TTM): 234.96X Cap: $148.46B
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• ISHARES TRUST (IJT $134.09)
  • $134.09 P/E (TTM): 40.43X Cap: $6.01B
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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 $11.55)
  • $11.55 P/E (TTM): 11.03X Cap: $7.43B
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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 $185.15)
  • $185.15 P/E (TTM): 11.92X Cap: $2.98B
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• EQB Inc. (EQB $103.73)
  • $103.73 P/E (TTM): 10.54X Cap: $3.93B
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• ECN Capital Corp. (ECN $3.09)
  • $3.09 P/E (TTM): 112.07X Cap: $863M
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• Propel Holdings Inc. (PRL $35.73)
  • $35.73 P/E (TTM): 17.69X Cap: $1.34B
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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