Investment Q&A

• Alimentation Couche-Tard Inc. (ATD $71.11)
  • $71.11 P/E (TTM): 18.84X Cap: $66.53B
  • View ATD Profile
  • View Questions on ATD

Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Upvote 7

Read Answer Asked by David M. on March 12, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $135.10)
  • $135.10 P/E (TTM): 17.18X Cap: $29.53B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Emera Incorporated (EMA $65.08)
  • $65.08 P/E (TTM): 21.86X Cap: $19.21B
  • View EMA Profile
  • View Questions on EMA
• Trisura Group Ltd. (TSU $41.45)
  • $41.45 P/E (TTM): 18.07X Cap: $1.96B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: I want to increase my position in the noted companies. Please give your order for doing so along with some reasons.
Much appreciated. ram

Upvote 3

Read Answer Asked by Ray on March 12, 2024

• Vanguard All-Equity ETF Portfolio (VEQT $49.03)
  • $49.03 P/E (TTM): 4.23X Cap: $7.79B
  • View VEQT Profile
  • View Questions on VEQT

Q: What do you think about this ETF?

Upvote 3

Read Answer Asked by David M. on March 12, 2024

• Capital Power Corporation cumulative minimum rate reset preference shares Series 11 (CPX.PR.K $25.00)
  • $25.00 P/E (TTM): 8.04X Cap: $3.22B
  • View CPX.PR.K Profile
  • View Questions on CPX.PR.K

Q: Hello Peter and Staff
This pref has been hovering near par for sometime . I was wondering if it is because people feel it will be redeemed due to the high expected renewal rate ? Has the company published their intention and if not what do you feel might happen?
Thanks for all you do
Dennis

Upvote 1

Read Answer Asked by Dennis on March 12, 2024

• Constellation Software Inc. (CSU $4,723.92)
  • $4,723.92 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $185.33)
  • $185.33 P/E (TTM): 97.02X Cap: $24.04B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $53.08)
  • $53.08 Cap: $13.37B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard

Upvote 15

Read Answer Asked by Richard on March 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $36.10)
  • $36.10 Cap: $23.46B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Wondering how much the ban on renewables in Alberta will hurt this company?
Thanks
Jeff

Upvote 4

Read Answer Asked by JEFF on March 12, 2024

• CS Disco Inc. (LAW $4.15)
  • $4.15 Cap: $249M
  • View LAW Profile
  • View Questions on LAW

Q: May I please have your opinion of CS Disco (LAW)?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

Q: Do you recommend buying any of these now, and if "yes" at what buy price pls? Thank you.

Upvote 3

Read Answer Asked by Ron on March 12, 2024

• Intuitive Surgical Inc. (ISRG $478.80)
  • $478.80 P/E (TTM): 70.73X Cap: $173.27B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $178.04)
  • $178.04 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,443.97)
  • $5,443.97 P/E (TTM): 33.58X Cap: $177.47B
  • View BKNG Profile
  • View Questions on BKNG
• AbbVie Inc. (ABBV $197.93)
  • $197.93 P/E (TTM): 83.43X Cap: $348.31B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $763.67)
  • $763.67 P/E (TTM): 62.03X Cap: $728.80B
  • View LLY Profile
  • View Questions on LLY
• lululemon athletica inc. (LULU $195.69)
  • $195.69 P/E (TTM): 13.15X Cap: $22.53B
  • View LULU Profile
  • View Questions on LULU
• Hilton Worldwide Holdings Inc. (HLT $260.08)
  • $260.08 P/E (TTM): 40.13X Cap: $61.34B
  • View HLT Profile
  • View Questions on HLT
• Crocs Inc. (CROX $102.26)
  • $102.26 P/E (TTM): 5.95X Cap: $5.62B
  • View CROX Profile
  • View Questions on CROX

Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.

Upvote 15

Read Answer Asked by Alex on March 12, 2024

• Doman Building Materials Group Ltd. (DBM $8.61)
  • $8.61 P/E (TTM): 11.81X Cap: $743M
  • View DBM Profile
  • View Questions on DBM

Q: please comment dbm earnings out after close today.
thank you.

Upvote 1

Read Answer Asked by howard on March 12, 2024

• ARC Resources Ltd. (ARX $27.40)
  • $27.40 P/E (TTM): 12.1X Cap: $6.01B
  • View ARX Profile
  • View Questions on ARX

Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $3.34)
  • $3.34 Cap: $828M
  • View NFE Profile
  • View Questions on NFE

Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $10.91)
  • $10.91 Cap: $1.69B
  • View VET Profile
  • View Questions on VET

Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Amazon.com Inc. (AMZN $213.85)
  • $213.85 P/E (TTM): 34.98X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Visa Inc. (V $337.39)
  • $337.39 P/E (TTM): 34.11X Cap: $663.75B
  • View V Profile
  • View Questions on V

Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Amazon.com Inc. (AMZN $213.85)
  • $213.85 P/E (TTM): 34.98X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Airbnb Inc. (ABNB $130.23)
  • $130.23 P/E (TTM): 32.49X Cap: $82.03B
  • View ABNB Profile
  • View Questions on ABNB

Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?

Upvote 4

Read Answer Asked by Andrew on March 12, 2024

• Amazon.com Inc. (AMZN $213.85)
  • $213.85 P/E (TTM): 34.98X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• WSP Global Inc. (WSP $284.54)
  • $284.54 P/E (TTM): 51.42X Cap: $36.74B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Lumine Group Inc. (LMN $53.08)
  • $53.08 Cap: $13.37B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.14B
  • View PSA Profile
  • View Questions on PSA
• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.81B
  • View CASH Profile
  • View Questions on CASH

Q: Do you have a couple of recommendations for safe ETFs that would be alternatives to money market mutual funds for Canadian funds? Thanks

Upvote 1

Read Answer Asked by Michael on March 12, 2024

• Snowflake Inc. (SNOW $205.60)
  • $205.60 Cap: $69.56B
  • View SNOW Profile
  • View Questions on SNOW

Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on March 12, 2024

• Baytex Energy Corp. (BTE $2.91)
  • $2.91 P/E (TTM): 7.25X Cap: $2.22B
  • View BTE Profile
  • View Questions on BTE
• Tamarack Valley Energy Ltd. (TVE $5.40)
  • $5.40 P/E (TTM): 11.3X Cap: $2.69B
  • View TVE Profile
  • View Questions on TVE
• Headwater Exploration Inc. (HWX $6.95)
  • $6.95 P/E (TTM): 9.05X Cap: $1.67B
  • View HWX Profile
  • View Questions on HWX

Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $6.95)
  • $6.95 P/E (TTM): 9.05X Cap: $1.67B
  • View HWX Profile
  • View Questions on HWX

Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024