Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.71X Cap: $29.78B
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• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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• Intact Financial Corporation (IFC $275.37)
  • $275.37 P/E (TTM): 22.59X Cap: $49.11B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 186.23X Cap: $12.16B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• iShares Core Equity ETF Portfolio (XEQT $37.42)
  • $37.42 P/E (TTM): 3.87X Cap: $8.96B
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Q: Could I please have your opinion on Mawer global .cf. in a tfsa. Thanks

Upvote 2

Read Answer Asked by Joseph on May 01, 2024

• Sunrun Inc. (RUN $16.38)
  • $16.38 Cap: $3.77B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $163.36)
  • $163.36 P/E (TTM): 95.86X Cap: $265.10B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

Q: Hello 5i Team

Further to David's question on April 30 regarding dividend stocks - a suggested site is:

dividendgrowthinvestingandretirement.com

The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.

Upvote 8

Read Answer Asked by Stephen on May 01, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $4.35)
  • $4.35 P/E (TTM): 16.27X Cap: $3M
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Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar

Upvote 1

Read Answer Asked by auftar on May 01, 2024

• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 37.19X Cap: $3.74T
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• Brookfield Renewable Partners L.P. (BEP.UN $34.85)
  • $34.85 Cap: $22.92B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
  • $83.33 P/E (TTM): 41.72X Cap: $134.41B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.23B
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Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Upvote 6

Read Answer Asked by Charles on May 01, 2024

• Vanguard Balanced ETF Portfolio (VBAL $35.40)
  • $35.40 P/E (TTM): 15.14X Cap: $3.78B
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Q: Hi.
Looking to replace RBC 2025 retirement portfolio fund with an ETF in my RRSP. what do you suggest? I won't need the money for 8 or more years.

Thanks.

Upvote 1

Read Answer Asked by Lynn on May 01, 2024

• Lemonade Inc. (LMND $53.23)
  • $53.23 Cap: $3.93B
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Q: Please comment on LMND's results released today.
Thanks !

Upvote 1

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $163.36)
  • $163.36 P/E (TTM): 95.86X Cap: $265.10B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $158.50)
  • $158.50 P/E (TTM): 82.03X Cap: $24.73B
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• Vanguard Information Technology ETF (VGT $692.48)
  • $692.48 P/E (TTM): 90.62X Cap: $93.88B
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Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $44.07)
  • $44.07 P/E (TTM): 23.98X Cap: $26.30B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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• WSP Global Inc. (WSP $280.44)
  • $280.44 P/E (TTM): 46.51X Cap: $36.60B
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Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria

Upvote 4

Read Answer Asked by JR on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
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Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Upvote 10

Read Answer Asked by Rick on May 01, 2024

• CVS Health Corporation (CVS $71.21)
  • $71.21 P/E (TTM): 19.89X Cap: $90.31B
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Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.71X Cap: $29.78B
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 7

Read Answer Asked by Lai Kuen on May 01, 2024

• Booking Holdings Inc. (BKNG $5,703.60)
  • $5,703.60 P/E (TTM): 39.88X Cap: $184.85B
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• Starbucks Corporation (SBUX $85.81)
  • $85.81 P/E (TTM): 38.09X Cap: $97.54B
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• lululemon athletica inc. (LULU $202.44)
  • $202.44 P/E (TTM): 14.12X Cap: $23.22B
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Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Upvote 1

Read Answer Asked by Chris on May 01, 2024

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
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• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.84X Cap: $35.13B
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Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Upvote 7

Read Answer Asked by Ted on May 01, 2024

• Cameco Corporation (CCO $103.94)
  • $103.94 P/E (TTM): 84.24X Cap: $45.24B
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Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Upvote 1

Read Answer Asked by Brad on May 01, 2024