Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $22.25)
  • $22.25 P/E (TTM): 54.28X Cap: $590M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.51)
  • $24.51 P/E (TTM): 40.82X Cap: $722M
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• BMO Equal Weight Banks Index ETF (ZEB $48.07)
  • $48.07 P/E (TTM): 12.49X Cap: $4B
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• BMO Equal Weight Industrials Index ETF (ZIN $45.56)
  • $45.56 P/E (TTM): 39.94X Cap: $37M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $75.41)
  • $75.41 P/E (TTM): 43.8X Cap: $219M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.60)
  • $44.60 P/E (TTM): 5.95X Cap: $18.16B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $38.93)
  • $38.93 P/E (TTM): 45.24X Cap: $1.42B
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Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $9.25)
  • $9.25 P/E (TTM): 65.99X Cap: $7.05B
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• Kraken Robotics Inc. (PNG $3.82)
  • $3.82 P/E (TTM): 53.57X Cap: $1.15B
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Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $216.55)
  • $216.55 P/E (TTM): 50.75X Cap: $87.26B
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• Mettler-Toledo International Inc. (MTD $1,312.34)
  • $1,312.34 P/E (TTM): 32.78X Cap: $27.03B
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Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $38.25)
  • $38.25 Cap: $3.82B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.04)
  • $127.04 P/E (TTM): 19.83X Cap: $1.52B
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Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $192.31)
  • $192.31 P/E (TTM): 43.7X Cap: $53.31B
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• Gildan Activewear Inc. (GIL $77.91)
  • $77.91 P/E (TTM): 15.64X Cap: $11.63B
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• Restaurant Brands International Inc. (QSR $90.25)
  • $90.25 P/E (TTM): 24.46X Cap: $41.04B
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• Metro Inc. (MRU $99.12)
  • $99.12 P/E (TTM): 23.83X Cap: $21.40B
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• WSP Global Inc. (WSP $278.16)
  • $278.16 P/E (TTM): 46.04X Cap: $36.30B
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• Chartwell Retirement Residences (CSH.UN $18.36)
  • $18.36 P/E (TTM): 87.62X Cap: $5.34B
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• TFI International Inc. (TFII $125.33)
  • $125.33 P/E (TTM): 20.51X Cap: $10.32B
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• BRP Inc. Subordinate Voting Shares (DOO $78.21)
  • $78.21 Cap: $5.71B
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• Alimentation Couche-Tard Inc. (ATD $70.02)
  • $70.02 P/E (TTM): 18.59X Cap: $66.38B
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• Premium Brands Holdings Corporation (PBH $95.26)
  • $95.26 P/E (TTM): 45.03X Cap: $4.25B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.04)
  • $127.04 P/E (TTM): 19.83X Cap: $1.52B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.18)
  • $76.18 P/E (TTM): 37.47X Cap: $8.74B
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• Vitalhub Corp. (VHI $12.75)
  • $12.75 P/E (TTM): 300.22X Cap: $715M
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• WELL Health Technologies Corp. (WELL $4.78)
  • $4.78 Cap: $1.19B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.60)
  • $53.60 P/E (TTM): 31.32X Cap: $2.09B
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• Boyd Group Services Inc. (BYD $216.05)
  • $216.05 P/E (TTM): 225.99X Cap: $4.63B
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $89.66)
  • $89.66 P/E (TTM): 358.14X Cap: $37.98B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.35)
  • $8.35 P/E (TTM): 14.66X Cap: $75M
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Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $80.25)
  • $80.25 P/E (TTM): 14.51X Cap: $45.61B
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• Intact Financial Corporation (IFC $279.17)
  • $279.17 P/E (TTM): 22.47X Cap: $49.78B
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Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $192.31)
  • $192.31 P/E (TTM): 43.7X Cap: $53.31B
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• Premium Brands Holdings Corporation (PBH $95.26)
  • $95.26 P/E (TTM): 45.03X Cap: $4.25B
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Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.86)
  • $41.86 P/E (TTM): 60.0X Cap: $6.87B
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• Stantec Inc. (STN $146.92)
  • $146.92 P/E (TTM): 44.87X Cap: $16.75B
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• InterRent Real Estate Investment Trust (IIP.UN $13.29)
  • $13.29 Cap: $1.86B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.64)
  • $17.64 P/E (TTM): 4.13X Cap: $2.18B
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• North American Construction Group Ltd. (NOA $17.01)
  • $17.01 P/E (TTM): 17.42X Cap: $537M
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• Taiga Building Products Ltd. (TBL $3.35)
  • $3.35 P/E (TTM): 8.27X Cap: $361M
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Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024

• CoStar Group Inc. (CSGP $89.66)
  • $89.66 P/E (TTM): 358.14X Cap: $37.98B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• Miscellaneous (MISC)
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Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

Upvote 19

Read Answer Asked by Tamara on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.04)
  • $127.04 P/E (TTM): 19.83X Cap: $1.52B
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Q: Peter and Staff

Having rode too many up and back down well below my cost , I am troubled as are most with the behavior of this stock. I was not smart enough to get in at $30 and am not barely above water. Recommend to hold past earnings.......can I assume it is panic selling ahead of earnings?
Thanks for all you do
Dennis

Upvote 10

Read Answer Asked by Dennis on April 23, 2024

• MINISO Group Holding Limited American Depositary Shares each representing four (MNSO $19.73)
  • $19.73 P/E (TTM): 17.15X Cap: $6.29B
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Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!

Upvote 1

Read Answer Asked by Josh on April 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.04)
  • $127.04 P/E (TTM): 19.83X Cap: $1.52B
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• Propel Holdings Inc. (PRL $32.24)
  • $32.24 P/E (TTM): 17.44X Cap: $1.25B
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Q: Hi team ,
PRL and HPS.a are selling off after their big run ups. Are either of them approaching buying opp levels yet ? Which one would you prefer adding to if so ? If you don’t consider them at buy levels yet , what prices for each would you suggest buying each ?

Thanks ,
Shane

Upvote 20

Read Answer Asked by Shane on April 23, 2024

• Dividend 15 Split Corp. Class A Shares (DFN $6.50)
  • $6.50 P/E (TTM): 16.58X Cap: $780M
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Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?

Upvote 1

Read Answer Asked by kenneth on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.45)
  • $116.45 Cap: $1.90B
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Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Upvote 3

Read Answer Asked by Dennis on April 22, 2024

• ASML Holding N.V. (ASML $742.16)
  • $742.16 P/E (TTM): 33.19X Cap: $291.87B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $238.88)
  • $238.88 P/E (TTM): 32.79X Cap: $1.23T
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Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV $280.61)
  • $280.61 P/E (TTM): 58.48X Cap: $45.85B
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Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD $313.69)
  • $313.69 P/E (TTM): 21.09X Cap: $84.95B
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• GE Aerospace (GE $267.85)
  • $267.85 P/E (TTM): 39.0X Cap: $286B
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• Lockheed Martin Corporation (LMT $437.56)
  • $437.56 P/E (TTM): 24.23X Cap: $102.15B
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• Northrop Grumman Corporation (NOC $583.96)
  • $583.96 P/E (TTM): 21.41X Cap: $83.57B
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• Franco-Nevada Corporation (FNV $244.86)
  • $244.86 P/E (TTM): 55.59X Cap: $47.19B
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• Tourmaline Oil Corp. (TOU $57.50)
  • $57.50 P/E (TTM): 14.54X Cap: $21.54B
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• Barrick Mining Corporation (ABX $33.31)
  • $33.31 P/E (TTM): 17.68X Cap: $56.82B
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• AeroVironment Inc. (AVAV $246.65)
  • $246.65 P/E (TTM): 162.02X Cap: $11.27B
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• Texas Pacific Land Corporation (TPL $882.15)
  • $882.15 P/E (TTM): 42.86X Cap: $20.27B
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• RTX Corporation (RTX $154.09)
  • $154.09 P/E (TTM): 34.17X Cap: $206.67B
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Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024