Investment Q&A

• HA Sustainable Infrastructure Capital Inc. (HASI $28.44)
  • $28.44 P/E (TTM): 18.42X Cap: $3.53B
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• Annaly Capital Management Inc. (NLY $21.05)
  • $21.05 P/E (TTM): 20.9X Cap: $13.51B
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• Lument Finance Trust Inc. (LFT $1.75)
  • $1.75 P/E (TTM): 10.06X Cap: $93M
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Q: Is commercial real estate at a sufficiently low valuation to make Lument (LFT:US) and its ilk desirable? Which of LFT's competitors look good in this space?
Thanks!
David

Upvote 2

Read Answer Asked by David on June 25, 2024

• Miscellaneous (MISC)
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Q: I am hearing about AI trading system that does automated trading for you. Do you know any brokerage using the automated trading system and is it legal in Canada.

Thanks for your great service.

Upvote 5

Read Answer Asked by Hector on June 25, 2024

• Advanced Drainage Systems Inc. (WMS $144.10)
  • $144.10 P/E (TTM): 25.75X Cap: $11.20B
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Q: What is your opinion of Advanced Drainage Systems in the Industrials space? How is the balance sheet/debt and do you see sustainably strong growth? Thanks!

Upvote 2

Read Answer Asked by Michael on June 25, 2024

• Eli Lilly and Company (LLY $799.57)
  • $799.57 P/E (TTM): 52.87X Cap: $756.75B
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Q: Thomson Reuters via LSEG Stock Report Plus (on the iTrade platform) gives LLY-N an Average Score of 4 out of 10. From my perspective, this is a low score given the momentum in the stock price of LLY-N. Any insights about this conundrum, at least in my mind?.....As it makes me wonder about continuing to hold a small position in LLY-N.....Thanks......Tom

Upvote 5

Read Answer Asked by Tom on June 25, 2024

• Royal Bank of Canada (RY $205.44)
  • $205.44 P/E (TTM): 15.6X Cap: $288.64B
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• Toronto-Dominion Bank (The) (TD $112.64)
  • $112.64 P/E (TTM): 9.46X Cap: $192.29B
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Q: I hold TD-T in a TFSA with a loss of about 10%. I have read you comment that TD-T is now a hold. But I keep wondering if I should switch to RY-T and expect to make up the loss over time......keen to hear your take.....Tom

Upvote 6

Read Answer Asked by Tom on June 25, 2024

• Paylocity Holding Corporation (PCTY $154.88)
  • $154.88 P/E (TTM): 37.83X Cap: $8.26B
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Q: What are you thoughts on paylocity please, thanks.

Upvote 1

Read Answer Asked by MG on June 25, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $39.88)
  • $39.88 Cap: $26.23B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.61)
  • $48.61 P/E (TTM): 1161.85X Cap: $22.41B
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Q: Would you switch today BEP.UN.CA (still at loss in my RIF) to BIP.UN.CA for 5 - 10 hold? Thank you

Upvote 4

Read Answer Asked by Hali on June 25, 2024

• BRP Inc. Subordinate Voting Shares (DOO $92.57)
  • $92.57 Cap: $6.76B
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• Premium Brands Holdings Corporation (PBH $97.01)
  • $97.01 P/E (TTM): 47.22X Cap: $4.33B
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• lululemon athletica inc. (LULU $181.39)
  • $181.39 P/E (TTM): 11.77X Cap: $20.58B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $137.91)
  • $137.91 P/E (TTM): 20.9X Cap: $1.64B
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Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Upvote 23

Read Answer Asked by Peter on June 25, 2024

• BCE Inc. (BCE $33.58)
  • $33.58 P/E (TTM): 72.78X Cap: $31.31B
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Q: I recently sold my shares of bce that are in my non registered account at a loss with the intention of buying the shares back 30 days later. However I also recently purchased bce shares in my registered accounts. Can I still repurchase the bce shares in my trading account and claim a tax loss in the process. Thanks steve

Upvote 4

Read Answer Asked by steven on June 25, 2024

• Altria Group Inc. (MO $63.75)
  • $63.75 P/E (TTM): 12.46X Cap: $107.09B
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• Philip Morris International Inc (PM $152.00)
  • $152.00 P/E (TTM): 29.99X Cap: $236.60B
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• Verizon Communications Inc. (VZ $40.30)
  • $40.30 P/E (TTM): 9.51X Cap: $169.91B
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• Toronto-Dominion Bank (The) (TD $112.64)
  • $112.64 P/E (TTM): 9.46X Cap: $192.29B
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• Bank of Nova Scotia (The) (BNS $90.28)
  • $90.28 P/E (TTM): 17.28X Cap: $112.08B
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• Enbridge Inc. (ENB $66.29)
  • $66.29 P/E (TTM): 23.28X Cap: $144.57B
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• Canadian Natural Resources Limited (CNQ $41.91)
  • $41.91 P/E (TTM): 10.72X Cap: $87.53B
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• North West Company Inc. (The) (NWC $46.32)
  • $46.32 P/E (TTM): 16.36X Cap: $2.20B
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• British American Tobacco p.l.c. (BTI $50.39)
  • $50.39 P/E (TTM): 27.94X Cap: $111.52B
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Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Upvote 13

Read Answer Asked by Chris on June 25, 2024

• Descartes Systems Group Inc. (The) (DSG $136.42)
  • $136.42 P/E (TTM): 56.79X Cap: $11.72B
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• Kinaxis Inc. (KXS $180.07)
  • $180.07 P/E (TTM): 147.94X Cap: $5.09B
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Q: Hi folks
I'm thinking of swapping KXS for DSG. What are your thoughts on this swap or do you see a better choice for KXS.? It just seems to be going nowhere!
Thanks

Upvote 3

Read Answer Asked by El-ann on June 25, 2024

Q: Everyone, I have been investing since 1981 and during that time very few people are interested in talking about investments. My two adult children are the same. Any ideas how I can get people talking about investing money? Clayton

Upvote 17

Read Answer Asked by Clayton on June 25, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.96)
  • $227.96 P/E (TTM): 92.74X Cap: $296.20B
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Q: I got nervous with SHOP after holding for a few years and sold it a couple of months ago - I'm looking at it again - is it a hold, buy or strong buy today for a long-term hold?

Upvote 7

Read Answer Asked by Kim on June 25, 2024

• Weibo Corporation (WB $11.23)
  • $11.23 P/E (TTM): 9.77X Cap: $2.74B
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Q: Can you provide your analysis of Weibo as an investment over a medium term hold, amid a potential recovery in the China/Hong Kong stock market. It has a very attractive forward P/E ratio of <5, and until recently a P/B value close to 1 - your insight is appreciated.

Upvote 1

Read Answer Asked by Colum on June 25, 2024

• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $49.87)
  • $49.87 Cap: $4.78B
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Q: What is happening with BBUC. I thought it was supposed to be one of my steady stocks, but it has been a dog. Is it time to pull the plug and move on?

Upvote 2

Read Answer Asked by Gordon on June 25, 2024

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.69)
  • $47.69 Cap: $19.67B
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• Vanguard S&P 500 Index ETF (VFV $167.46)
  • $167.46 P/E (TTM): 27.07X Cap: $27.12B
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Q: My daughter has 50 thousand in her TFSA in cash, what would you suggest for a mix of stocks or should I just go to ETF's ?

Upvote 5

Read Answer Asked by Jean on June 25, 2024

• Peyto Exploration & Development Corp. (PEY $19.72)
  • $19.72 P/E (TTM): 12.01X Cap: $3.94B
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Q: Good afternoon,

In recent commentary, it was noted that the payout ratio is 30%- the current div is $1.32, eps $1.62(?) - trying to square what seems to be a higher div payout ratio than .30.

Thank you in advance for your help,

Upvote 1

Read Answer Asked by Brad on June 25, 2024

• SolarEdge Technologies Inc. (SEDG $38.77)
  • $38.77 Cap: $2.30B
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Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Upvote 1

Read Answer Asked by Stephen on June 25, 2024

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.35)
  • $42.35 P/E (TTM): 0.19X Cap: $7.22B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.67)
  • $166.67 P/E (TTM): 23.08X Cap: $384.88B
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• ASML Holding N.V. (ASML $1,025.02)
  • $1,025.02 P/E (TTM): 46.61X Cap: $403.12B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $142.40)
  • $142.40 Cap: $4.92B
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• Evolution AB ADR (EVVTY)
  • Cap: $16.71B
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Q: Hello wonderful 5i folks,

This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.

Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?

Thank you as always!

Upvote 9

Read Answer Asked by Julie on June 25, 2024

• AutoCanada Inc. (ACQ $26.83)
  • $26.83 Cap: $621M
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Q: Your thoughts on ACQ. Buy, sell or hold?

Upvote 2

Read Answer Asked by Charles on June 25, 2024