Investment Q&A

• Dollarama Inc. (DOL $198.19)
  • $198.19 P/E (TTM): 41.55X Cap: $55.35B
  • View DOL Profile
  • View Questions on DOL
• TerraVest Industries Inc. (TVK $142.02)
  • $142.02 Cap: $3.20B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.65)
  • $188.65 P/E (TTM): 30.07X Cap: $2.37B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $119.13)
  • $119.13 Cap: $13.83B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• WELL Health Technologies Corp. (WELL $4.19)
  • $4.19 Cap: $1.06B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• ADF Group Inc. Subordinate Voting Shares (DRX $10.07)
  • $10.07 P/E (TTM): 10.28X Cap: $304M
  • View DRX Profile
  • View Questions on DRX

Q: Hi guys,

I have the following stocks inside my portfolio all around the 1.5%. I have some additional cash available to invest inside a "balance" portfolio. Please rank them for a 3 year hold.
DRX, ATZ, DOL, HPS.A, TVK and WELL.

Thanks,

Jim

Upvote 11

Read Answer Asked by jim on February 08, 2024

• Lumine Group Inc. (LMN $21.17)
  • $21.17 P/E (TTM): 74.82X Cap: $5.35B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: You replied to an earlier question "In the first nine months of 2023, LMN revenue rose 86%, almost all (ex 1%) from acquisitions. "
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter

Upvote 13

Read Answer Asked by Peter on February 08, 2024

• Constellation Software Inc. (CSU $2,663.65)
  • $2,663.65 P/E (TTM): 56.43X Cap: $54.39B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi, Any comments/read between the lines, on the US$ 1 Billion Private Offering of Senior Notes, announced by the company, Today ? Could this be the reason for the weakness in the stock this week ? Thank You

Upvote 4

Read Answer Asked by rajeev on February 08, 2024

• Meta Platforms Inc. (META $651.72)
  • $651.72 P/E (TTM): 27.13X Cap: $1.65T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $180.18)
  • $180.18 P/E (TTM): 47.53X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $168.13)
  • $168.13 P/E (TTM): 31.87X Cap: $2.69B
  • View ZQQ Profile
  • View Questions on ZQQ
• Invesco S&P 500 Equal Weight ETF (RSP $201.55)
  • $201.55 P/E (TTM): 19.95X Cap: $90.55B
  • View RSP Profile
  • View Questions on RSP
• Super Micro Computer Inc. (SMCI $30.55)
  • $30.55 P/E (TTM): 22.58X Cap: $19.06B
  • View SMCI Profile
  • View Questions on SMCI
• Arm Holdings plc (ARM $120.53)
  • $120.53 P/E (TTM): 167.44X Cap: $131.74B
  • View ARM Profile
  • View Questions on ARM

Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• Amazon.com Inc. (AMZN $206.61)
  • $206.61 P/E (TTM): 28.63X Cap: $2.23T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $1,005.95)
  • $1,005.95 P/E (TTM): 68.52X Cap: $445.09B
  • View COST Profile
  • View Questions on COST
• Intuitive Surgical Inc. (ISRG $488.53)
  • $488.53 P/E (TTM): 62.53X Cap: $176.23B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $4,124.65)
  • $4,124.65 P/E (TTM): 23.3X Cap: $132.38B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $1,004.61)
  • $1,004.61 P/E (TTM): 46.12X Cap: $960.30B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $126.89)
  • $126.89 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• lululemon athletica inc. (LULU $172.20)
  • $172.20 P/E (TTM): 12.39X Cap: $19.76B
  • View LULU Profile
  • View Questions on LULU
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $113.57)
  • $113.57 P/E (TTM): 34.95X Cap: $22.45B
  • View XLY Profile
  • View Questions on XLY
• Vanguard Health Care ETF (VHT $288.33)
  • $288.33 P/E (TTM): 24.74X Cap: $17.14B
  • View VHT Profile
  • View Questions on VHT
• Vanguard Consumer Staples ETF (VDC $237.92)
  • $237.92 P/E (TTM): 23.23X Cap: $7.13B
  • View VDC Profile
  • View Questions on VDC

Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Upvote 9

Read Answer Asked by Trevor on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $21.92)
  • $21.92 P/E (TTM): 0.25X Cap: $708M
  • View TXF Profile
  • View Questions on TXF

Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• Eli Lilly and Company (LLY $1,004.61)
  • $1,004.61 P/E (TTM): 46.12X Cap: $960.30B
  • View LLY Profile
  • View Questions on LLY
• Vertiv Holdings LLC Class A (VRT $247.17)
  • $247.17 P/E (TTM): 92.61X Cap: $98.61B
  • View VRT Profile
  • View Questions on VRT

Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Upvote 2

Read Answer Asked by Mark on February 08, 2024

• iShares Russell 2000 Growth ETF (IWO $331.22)
  • $331.22 P/E (TTM): 22.36X Cap: $13.26B
  • View IWO Profile
  • View Questions on IWO
• Global X S&P 500 Index Corporate Class ETF (HXS $95.97)
  • $95.97 Cap: $5.81B
  • View HXS Profile
  • View Questions on HXS
• iShares Core Canadian Universe Bond Index ETF (XBB $28.40)
  • $28.40 P/E (TTM): 14.62X Cap: $9.77B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.99)
  • $53.99 P/E (TTM): 18.27X Cap: $27.08B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.75)
  • $43.75 P/E (TTM): 16.81X Cap: $1.15B
  • View CDZ Profile
  • View Questions on CDZ

Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC $38.40)
  • $38.40 P/E (TTM): 26.46X Cap: $13M
  • View BGC Profile
  • View Questions on BGC

Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

Q: Can you explain how National Bank is offering commission-free trades?
Will the bank earn its money from market making?
Or are they lending out the securities in some way?

Upvote 3

Read Answer Asked by john on February 08, 2024

• PayPal Holdings Inc. (PYPL $46.10)
  • $46.10 P/E (TTM): 8.14X Cap: $42B
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: I was wondering if you knew much about FedNow. Online it says it will not replace apps like Venmo or Cash App, as it will depend on if your bank and the bank you are sending to opt in. But why would a bank not opt in? It sounds like many banks are already gearing up to implement it this summer. Once fully implemented at US banks, will it be similar to Canadian e-transfers? Why would customers not use it for P2P payments, such as splitting a tab, if it is free, just we we do here in Canada? Thanks.

Upvote 4

Read Answer Asked by Kim on February 07, 2024

• ATS Corporation (ATS $43.79)
  • $43.79 Cap: $4.40B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Thomson Reuters Corporation (TRI $140.55)
  • $140.55 P/E (TTM): 20.99X Cap: $60.52B
  • View TRI Profile
  • View Questions on TRI

Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks

Upvote 5

Read Answer Asked by Marco on February 07, 2024

• Canadian Natural Resources Limited (CNQ $60.88)
  • $60.88 P/E (TTM): 18.3X Cap: $126.19B
  • View CNQ Profile
  • View Questions on CNQ

Q: HI team: re CNQ
with the recent pull back , is it due to the whole energy sector as a whole?
what would be a decent entry price to add to my 1/2 position already owned?
thanks
Michael

Upvote 8

Read Answer Asked by Michael on February 07, 2024

Q: Hi 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you

https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps

Upvote 1

Read Answer Asked by Tulio on February 07, 2024

• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
  • View NYCB Profile
  • View Questions on NYCB

Q: Would a long $5.00 leap call expiring in January 2026 with a premium of $2.15 be considered "risky" with NYCB currently trading at $4.59? That is, do you believe NYCB will not only survive but recover?

Upvote 1

Read Answer Asked by David on February 07, 2024

Q: With a 5-7 year time frame, what are your top 5 Canadian dividend stocks to buy now? Looking for secure and growing dividend, as well as some stock price increase.

Upvote 7

Read Answer Asked by Grant on February 07, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $47.78)
  • $47.78 P/E (TTM): 23.65X Cap: $12.91B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $69.95)
  • $69.95 P/E (TTM): 18.95X Cap: $21.27B
  • View EMA Profile
  • View Questions on EMA
• Enbridge Inc (ENB $54.13)
  • $54.13 P/E (TTM): 27.44X Cap: $117.67B
  • View ENB Profile
  • View Questions on ENB
• Fortis Inc. (FTS $56.89)
  • $56.89 P/E (TTM): 22.42X Cap: $28.95B
  • View FTS Profile
  • View Questions on FTS

Q: I HOLD ALL FOUR OF THESE AND WANT TO SELL ONE OR TWO WHICH WOULD YOU SELL?

Upvote 5

Read Answer Asked by Dorothy on February 07, 2024

• Danaos Corporation (DAC $115.12)
  • $115.12 Cap: $2.13B
  • View DAC Profile
  • View Questions on DAC
• Trane Technologies plc (TT $452.67)
  • $452.67 P/E (TTM): 35.43X Cap: $103.17B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $208.85)
  • $208.85 P/E (TTM): 40.71X Cap: $284.77B
  • View RTX Profile
  • View Questions on RTX

Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris

Upvote 8

Read Answer Asked by chris on February 07, 2024

• Home Depot Inc. (The) (HD $366.11)
  • $366.11 P/E (TTM): 25.72X Cap: $369.14B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $256.13)
  • $256.13 P/E (TTM): 22.71X Cap: $144.25B
  • View LOW Profile
  • View Questions on LOW
• McDonald's Corporation (MCD $329.28)
  • $329.28 P/E (TTM): 28.55X Cap: $237.85B
  • View MCD Profile
  • View Questions on MCD
• PepsiCo Inc. (PEP $165.20)
  • $165.20 P/E (TTM): 28.05X Cap: $228.61B
  • View PEP Profile
  • View Questions on PEP
• Philip Morris International Inc (PM $177.63)
  • $177.63 P/E (TTM): 25.79X Cap: $286.14B
  • View PM Profile
  • View Questions on PM
• Enbridge Inc. (ENB $74.07)
  • $74.07 P/E (TTM): 27.44X Cap: $160.85B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $60.88)
  • $60.88 P/E (TTM): 18.3X Cap: $126.19B
  • View CNQ Profile
  • View Questions on CNQ
• Restaurant Brands International Inc. (QSR $98.03)
  • $98.03 P/E (TTM): 24.12X Cap: $44.68B
  • View QSR Profile
  • View Questions on QSR
• Brookfield Renewable Partners L.P. (BEP.UN $42.53)
  • $42.53 Cap: $28.45B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• TMX Group Limited (X $47.80)
  • $47.80 P/E (TTM): 31.09X Cap: $13.09B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.37)
  • $63.37 P/E (TTM): 30.6X Cap: $103.81B
  • View BAM Profile
  • View Questions on BAM

Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Upvote 15

Read Answer Asked by RUPINDER on February 07, 2024

• Intuitive Surgical Inc. (ISRG $488.53)
  • $488.53 P/E (TTM): 62.53X Cap: $176.23B
  • View ISRG Profile
  • View Questions on ISRG
• Eli Lilly and Company (LLY $1,004.61)
  • $1,004.61 P/E (TTM): 46.12X Cap: $960.30B
  • View LLY Profile
  • View Questions on LLY

Q: Hi team,

Grateful if you could update your views on Altimmune (ALT-Q).

Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on February 07, 2024