Investment Q&A

Q: I have an extra 100k and wish to purchase 10 covered calls for income and would appreciate your suggestions on this investment. I am also considering setting up a different broker account with no or lower fees than my current broker at 9.99$ in and 9.99 out. I would really appreciate your opinion on this as well. Thank You, James
P.S. Yesterday I also bought a 100k GIC at 5.10% and will let you know the results in 1 year!

Upvote 9

Read Answer Asked by JAMES on July 03, 2024

• Teradyne Inc. (TER $105.18)
  • $105.18 P/E (TTM): 29.51X Cap: $16.81B
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Q: Hello 5i
Could I have your current assessment of Teradyne please?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 03, 2024

• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Peter and His Wonder Team
Just noticed CET is consolidating 7 for 1.
In general what do you think of this move? Will the cost of the new share be 7X more? Thanks for your insights...always helpful.

Upvote 2

Read Answer Asked by Ernest on July 03, 2024

• Magna International Inc. (MG $57.28)
  • $57.28 P/E (TTM): 10.41X Cap: $16.35B
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Q: Giga casting has become a common thing on automotive assembly lines. Has Magna widely adopted the new technology?



Phil

Upvote 4

Read Answer Asked by thomas philip on July 03, 2024

• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $42.82)
  • $42.82 P/E (TTM): 10.59X Cap: $525M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.58)
  • $41.58 P/E (TTM): 4.77X Cap: $2.66B
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• Vanguard Total International Stock (VXUS $69.20)
  • $69.20 P/E (TTM): 0.45X Cap: $93.07B
  • View VXUS Profile
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• Vanguard FTSE All-World ex-US ETF (VEU $67.27)
  • $67.27 P/E (TTM): 0.44X Cap: $44.75B
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Q: Using the Portfolio Analytics, I see I need to increase my international exposure. What strong performing stock and ETFs do you suggest? In Canadian dollars, and US dollars.

Also I'd like to know if CSU, LMN and TOI are Canadian.

TIA,

Brenda

Upvote 10

Read Answer Asked by Brenda on July 03, 2024

• BCE Inc. (BCE $32.90)
  • $32.90 P/E (TTM): 77.45X Cap: $29.98B
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Q: I have heard many times not to buy a falling knife. I currently own BCE and after many years I am now at an overall loss position. I am a senior and dividends are very important. What should I do, Buy more, or put a bag over my head and hold my breath, or sell?
thanks

Upvote 15

Read Answer Asked by Martin on July 03, 2024

• Amazon.com Inc. (AMZN $214.49)
  • $214.49 P/E (TTM): 34.98X Cap: $2.25T
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• Microsoft Corporation (MSFT $531.51)
  • $531.51 P/E (TTM): 40.53X Cap: $3.98T
  • View MSFT Profile
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• Constellation Software Inc. (CSU $4,748.00)
  • $4,748.00 P/E (TTM): 98.53X Cap: $99.98B
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• Restaurant Brands International Inc. (QSR $94.77)
  • $94.77 P/E (TTM): 23.06X Cap: $42.67B
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• Descartes Systems Group Inc. (The) (DSG $146.61)
  • $146.61 P/E (TTM): 63.41X Cap: $12.36B
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• Alimentation Couche-Tard Inc. (ATD $71.13)
  • $71.13 P/E (TTM): 18.84X Cap: $66.53B
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• Copart Inc. (CPRT $46.73)
  • $46.73 P/E (TTM): 29.94X Cap: $44.22B
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• Old Dominion Freight Line Inc. (ODFL $146.46)
  • $146.46 P/E (TTM): 26.61X Cap: $30.95B
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• Heico Corporation (HEI $312.65)
  • $312.65 P/E (TTM): 75.96X Cap: $46.95B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.72)
  • $91.72 P/E (TTM): 234.96X Cap: $148.46B
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Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!

Upvote 47

Read Answer Asked by Duane on July 03, 2024

• First Solar Inc. (FSLR $183.63)
  • $183.63 P/E (TTM): 15.64X Cap: $19.67B
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• Invesco Solar ETF (TAN $36.50)
  • $36.50 P/E (TTM): 8.63X Cap: $640M
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• iShares S&P Global Clean Energy Index Fund (ICLN $13.57)
  • $13.57 P/E (TTM): 17.69X Cap: $1.45B
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• Nextracker Inc. (NXT $56.36)
  • $56.36 P/E (TTM): 16.3X Cap: $8.33B
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Q: Please advise how I can invest in Solar Energy , long term investor, medium risk ok
Many thanks
Peter

Upvote 6

Read Answer Asked by Peter on July 03, 2024

• Booking Holdings Inc. (BKNG $5,421.25)
  • $5,421.25 P/E (TTM): 33.58X Cap: $177.47B
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• United Rentals Inc. (URI $862.23)
  • $862.23 P/E (TTM): 22.29X Cap: $55.88B
  • View URI Profile
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• Toromont Industries Ltd. (TIH $140.88)
  • $140.88 P/E (TTM): 23.73X Cap: $11.42B
  • View TIH Profile
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• TFI International Inc. (TFII $122.00)
  • $122.00 P/E (TTM): 19.83X Cap: $9.85B
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• Ulta Beauty Inc. (ULTA $512.05)
  • $512.05 P/E (TTM): 19.86X Cap: $23.14B
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• Elastic N.V. (ESTC $80.11)
  • $80.11 Cap: $8.49B
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• Crocs Inc. (CROX $100.49)
  • $100.49 P/E (TTM): 5.95X Cap: $5.62B
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• Aspen Aerogels Inc. (ASPN $8.23)
  • $8.23 Cap: $647M
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• Thomson Reuters Corp (TRI $200.17)
  • $200.17 P/E (TTM): 42.38X Cap: $91.81B
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• Uber Technologies Inc. (UBER $89.83)
  • $89.83 P/E (TTM): 15.22X Cap: $184.92B
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• Flutter Entertainment Plc (FLUT $299.95)
  • $299.95 Cap: $53.56B
  • View FLUT Profile
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Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Upvote 17

Read Answer Asked by John on July 03, 2024

• PENN Entertainment Inc. (PENN $17.40)
  • $17.40 Cap: $2.66B
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Q: Can you please give your opinion on Penn. Buy, sell or hold in a TSFA.
Thank you

Upvote 1

Read Answer Asked by Lois on July 03, 2024

• US High Interest Savings Account Fund (HISU.U $100.09)
  • $100.09 Cap: $437M
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• Global X USD High Interest Savings ETF (UCSH.U $50.06)
  • $50.06 Cap: $293M
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Q: Can you suggest any principal-protected US ETFs? For parking USD cash to earn a yield in a securities account. (The only product I can think of that has this profile is a HISA ETF.)

Upvote 3

Read Answer Asked by Chris on July 03, 2024

• Pollard Banknote Limited (PBL $21.96)
  • $21.96 P/E (TTM): 15.54X Cap: $611M
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Q: PBL has lost its momentum again. I am down 13% after holding less than a week. Other than this puppy is a 3 to 5 year hold, any thoughts as to what is going on here? Thank you

Upvote 2

Read Answer Asked by Richard on July 03, 2024

Q: Do you recommend hedged or unhedged Canadian ETFs for a retired Canadian couple?

Upvote 2

Read Answer Asked by Ron on July 03, 2024

Q: Jean asked about converting USD to CDN and you replied with Questrade steps. For TD I use the following: https://creditcarrots.com/norberts-gambit-td-direct-investing/ It is important to follow exactly i.e., when selling click the sell button on top right NOT the sell button beside the DLR shares. Or just call TD when ready to sell.

Upvote 11

Read Answer Asked by Danny-boy on July 03, 2024

• Twilio Inc. Class A (TWLO $123.41)
  • $123.41 Cap: $19.20B
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Q: Should I add a small position of this company to my TFSa

Upvote 2

Read Answer Asked by Ashleigh on July 03, 2024

• Aritzia Inc. Subordinate Voting Shares (ATZ $72.75)
  • $72.75 P/E (TTM): 36.99X Cap: $8.44B
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Q: Hello, I own Aritzia stock. I purchased it at its lowest point in 2023, and now it has increased by 63%. The company’s quarterly earnings release is scheduled for July 11. However, I have concerns that the earnings may not be ideal. To preserve my profit, I’m considering either selling the stock or buying a put option. It’s important to note that this stock is in my cash account, so selling it would have tax consequences. I would greatly appreciate your professional advice. Thank you!

Upvote 3

Read Answer Asked by Esther on July 03, 2024

• Home Depot Inc. (The) (HD $384.97)
  • $384.97 P/E (TTM): 25.37X Cap: $378.88B
  • View HD Profile
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Q: Hi 5i, upto now many US retailers are reporting lower numbers and guidance, even HD guided lower. I really like this company and thinking things might get worse for the US consumer thereby making even lower guidance by HD. So based on current valuation is HD a good buy, and historically how has it behaved in past downturns. Thx.

Upvote 3

Read Answer Asked by Christopher on July 03, 2024

• Algonquin Power & Utilities Corp. (AQN $8.34)
  • $8.34 Cap: $6.25B
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• iShares S&P Global Clean Energy Index Fund (ICLN $13.57)
  • $13.57 P/E (TTM): 17.69X Cap: $1.45B
  • View ICLN Profile
  • View Questions on ICLN

Q: Good morning 5i,
I just read your excellent report on Canadian companies which could rebound with a changing economic environment, especially concerning rate cuts. You mentionned AQN and a Brookfield clean energy company.

I imagine the same dynamics would hold for US stocks. I was wondering specifically, whether ICLN might be an American company similar to the Canadian ones you mention?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on July 03, 2024

• Purpose High Interest Savings Fund (PSA $50.03)
  • $50.03 Cap: $3.14B
  • View PSA Profile
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Q: Hello 5i,

If the best time to sell PSA is on or after the ex-dividend date, when is the best time to purchase? Is it the day before the ex-dividend date?

Thank you
D&J

Upvote 4

Read Answer Asked by Jerry on July 03, 2024

• Aecon Group Inc. (ARE $18.98)
  • $18.98 Cap: $1.21B
  • View ARE Profile
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Q: Is this a good time to buy ARE or would you wait?

Upvote 4

Read Answer Asked by Merrilyn on July 03, 2024