Investment Q&A

• JPMorgan Chase & Co. (JPM $305.32)
  • $305.32 P/E (TTM): 15.86X Cap: $846.07B
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• Eli Lilly and Company (LLY $850.89)
  • $850.89 P/E (TTM): 55.23X Cap: $798.45B
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• Uber Technologies Inc. (UBER $99.19)
  • $99.19 P/E (TTM): 17.05X Cap: $203.95B
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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 $231.61)
  • $231.61 P/E (TTM): 93.2X Cap: $292.48B
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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 $3,879.01)
  • $3,879.01 P/E (TTM): 96.25X Cap: $81.32B
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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 $351.62)
  • $351.62 P/E (TTM): 52.89X Cap: $38.19B
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• Celestica Inc. (CLS $251.79)
  • $251.79 P/E (TTM): 52.89X Cap: $27.38B
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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 $69.92)
  • $69.92 P/E (TTM): 20.71X Cap: $35.42B
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• Enbridge Inc (ENB $48.89)
  • $48.89 P/E (TTM): 24.4X Cap: $107.92B
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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 $68.23)
  • $68.23 P/E (TTM): 24.4X Cap: $150.51B
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• TC Energy Corporation (TRP $75.68)
  • $75.68 P/E (TTM): 18.62X Cap: $79.28B
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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 $161.83)
  • $161.83 P/E (TTM): 9.92X Cap: $2.62B
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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 $7.10)
  • $7.10 P/E (TTM): 2.65X Cap: $235M
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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 $257.86)
  • $257.86 P/E (TTM): 38.95X Cap: $3.80T
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• Amazon.com Inc. (AMZN $225.22)
  • $225.22 P/E (TTM): 33.67X Cap: $2.36T
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• Alphabet Inc. (GOOGL $244.88)
  • $244.88 P/E (TTM): 26.7X Cap: $2.97T
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• NVIDIA Corporation (NVDA $188.31)
  • $188.31 P/E (TTM): 52.86X Cap: $4.49T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.61)
  • $231.61 P/E (TTM): 93.2X Cap: $292.48B
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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 $448.91)
  • $448.91 P/E (TTM): 62.63X Cap: $158.06B
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• WSP Global Inc. (WSP $279.33)
  • $279.33 P/E (TTM): 44.58X Cap: $36.27B
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• goeasy Ltd. (GSY $161.83)
  • $161.83 P/E (TTM): 9.92X Cap: $2.62B
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• iShares Russell 2000 Growth ETF (IWO $326.81)
  • $326.81 P/E (TTM): 21.85X Cap: $13.14B
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• iShares Russell 2000 ETF (IWM $245.88)
  • $245.88 P/E (TTM): 16.66X Cap: $69.45B
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• WELL Health Technologies Corp. (WELL $5.98)
  • $5.98 Cap: $1.42B
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• iShares Core S&P Small-Cap ETF (IJR $118.98)
  • $118.98 P/E (TTM): 17.41X Cap: $85.55B
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• iShares Russell 2000 Value ETF (IWN $178.75)
  • $178.75 P/E (TTM): 13.52X Cap: $11.99B
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• Boyd Group Services Inc. (BYD $220.50)
  • $220.50 P/E (TTM): 434.92X Cap: $4.79B
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• Propel Holdings Inc. (PRL $27.06)
  • $27.06 P/E (TTM): 13.35X Cap: $1.03B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.62)
  • $94.62 P/E (TTM): 159.61X Cap: $141.34B
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• ISHARES TRUST (IJT $141.63)
  • $141.63 P/E (TTM): 19.23X Cap: $6.22B
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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 $11.78)
  • $11.78 P/E (TTM): 13.14X Cap: $7.69B
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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 $161.83)
  • $161.83 P/E (TTM): 9.92X Cap: $2.62B
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• EQB Inc. (EQB $93.29)
  • $93.29 P/E (TTM): 10.67X Cap: $3.58B
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• ECN Capital Corp. (ECN $2.79)
  • $2.79 Cap: $779M
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• Propel Holdings Inc. (PRL $27.06)
  • $27.06 P/E (TTM): 13.35X Cap: $1.03B
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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

• Superior Plus Corp. (SPB $8.02)
  • $8.02 P/E (TTM): 32.53X Cap: $1.79B
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Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024

• Jacobs Solutions Inc. (J $156.73)
  • $156.73 P/E (TTM): 38.75X Cap: $18.56B
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Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024