Investment Q&A

• Finning International Inc. (FTT $74.63)
  • $74.63 P/E (TTM): 14.46X Cap: $9.78B
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• TFI International Inc. (TFII $144.92)
  • $144.92 P/E (TTM): 27.22X Cap: $12B
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• ATS Corporation (ATS $38.51)
  • $38.51 Cap: $3.82B
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• EQB Inc. (EQB $103.69)
  • $103.69 P/E (TTM): 15.48X Cap: $3.90B
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• GFL Environmental Inc. subordinate voting shares (GFL $59.27)
  • $59.27 P/E (TTM): 6.5X Cap: $21.28B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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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 $251.94)
  • $251.94 P/E (TTM): 36.67X Cap: $32.55B
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• Invesco Water Resources ETF (PHO $71.67)
  • $71.67 P/E (TTM): 28.54X Cap: $2.12B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.89)
  • $34.89 P/E (TTM): 53.52X Cap: $16.07B
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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 $10.47)
  • $10.47 P/E (TTM): 8.17X Cap: $930M
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• TD Active Preferred Share ETF (TPRF $12.59)
  • $12.59 P/E (TTM): 9.87X Cap: $386M
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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 $43.07)
  • $43.07 P/E (TTM): 13.91X Cap: $675M
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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 $32.17)
  • $32.17 P/E (TTM): 314.0X Cap: $2.01B
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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 $315.80)
  • $315.80 P/E (TTM): 41.02X Cap: $331.98B
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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 $11.43)
  • $11.43 P/E (TTM): 9.51X Cap: $13.71B
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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 $125.67)
  • $125.67 P/E (TTM): 164.82X Cap: $73.87B
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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 $315.45)
  • $315.45 P/E (TTM): 30.46X Cap: $3.70T
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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 $230.43)
  • $230.43 P/E (TTM): 148.84X Cap: $303.69B
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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 $13.98)
  • $13.98 Cap: $100M
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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 $7.14)
  • $7.14 Cap: $1.28B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $995M
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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 $144.92)
  • $144.92 P/E (TTM): 27.22X Cap: $12B
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• Magna International Inc. (MG $73.90)
  • $73.90 P/E (TTM): 15.11X Cap: $21.04B
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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 $4.17)
  • $4.17 Cap: $280M
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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 $18.56)
  • $18.56 P/E (TTM): 84.45X Cap: $5.48B
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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 $247.37)
  • $247.37 P/E (TTM): 30.01X Cap: $124.51B
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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 $93.35)
  • $93.35 P/E (TTM): 39.43X Cap: $395.04B
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• NVIDIA Corporation (NVDA $188.16)
  • $188.16 P/E (TTM): 44.91X Cap: $4.46T
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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