Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $24.47)
  • $24.47 P/E (TTM): 40.82X Cap: $721M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.71)
  • $30.71 P/E (TTM): 45.05X Cap: $322M
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• Utilities Select Sector SPDR ETF (XLU $85.87)
  • $85.87 P/E (TTM): 53.31X Cap: $21.35B
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• Vanguard Utilities ETF (VPU $185.79)
  • $185.79 P/E (TTM): 55.41X Cap: $7.02B
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• iShares U.S. Utilities ETF (IDU $109.33)
  • $109.33 P/E (TTM): 79.55X Cap: $1.52B
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• Hamilton Enhanced Utilities ETF (HUTS $13.59)
  • $13.59 P/E (TTM): 20.6X Cap: $147M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $294.16)
  • $294.16 P/E (TTM): 14.37X Cap: $808.86B
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• Eli Lilly and Company (LLY $684.43)
  • $684.43 P/E (TTM): 52.03X Cap: $647.78B
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• Uber Technologies Inc. (UBER $91.40)
  • $91.40 P/E (TTM): 16.06X Cap: $190.60B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $259.17B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $4,256.68)
  • $4,256.68 P/E (TTM): 97.21X Cap: $90.20B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $271.62)
  • $271.62 P/E (TTM): 47.58X Cap: $31.24B
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• Celestica Inc. (CLS $196.64)
  • $196.64 P/E (TTM): 47.58X Cap: $22.62B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $70.10)
  • $70.10 P/E (TTM): 20.48X Cap: $35.30B
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• Enbridge Inc (ENB $48.18)
  • $48.18 P/E (TTM): 22.93X Cap: $105.08B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $145.14B
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• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 16.92X Cap: $73.55B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $207.29)
  • $207.29 P/E (TTM): 12.62X Cap: $3.33B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $7.17)
  • $7.17 P/E (TTM): 2.64X Cap: $237M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $232.78)
  • $232.78 P/E (TTM): 34.85X Cap: $3.45T
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• Amazon.com Inc. (AMZN $230.98)
  • $230.98 P/E (TTM): 33.76X Cap: $2.46T
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• Alphabet Inc. (GOOGL $202.94)
  • $202.94 P/E (TTM): 21.68X Cap: $2.45T
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• NVIDIA Corporation (NVDA $182.02)
  • $182.02 P/E (TTM): 59.08X Cap: $4.44T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $259.17B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $477.08)
  • $477.08 P/E (TTM): 66.6X Cap: $171.02B
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• WSP Global Inc. (WSP $279.17)
  • $279.17 P/E (TTM): 46.04X Cap: $36.43B
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• goeasy Ltd. (GSY $207.29)
  • $207.29 P/E (TTM): 12.62X Cap: $3.33B
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• iShares Russell 2000 Growth ETF (IWO $300.45)
  • $300.45 P/E (TTM): 51.69X Cap: $12.10B
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• iShares Russell 2000 ETF (IWM $228.24)
  • $228.24 P/E (TTM): 32.1X Cap: $62.74B
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• WELL Health Technologies Corp. (WELL $4.70)
  • $4.70 Cap: $1.17B
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• iShares Core S&P Small-Cap ETF (IJR $115.15)
  • $115.15 P/E (TTM): 49.81X Cap: $83.47B
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• iShares Russell 2000 Value ETF (IWN $167.76)
  • $167.76 P/E (TTM): 33.04X Cap: $11.44B
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• Boyd Group Services Inc. (BYD $211.76)
  • $211.76 P/E (TTM): 225.99X Cap: $4.54B
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• Propel Holdings Inc. (PRL $32.62)
  • $32.62 P/E (TTM): 17.44X Cap: $1.27B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.61)
  • $90.61 P/E (TTM): 234.26X Cap: $135.53B
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• ISHARES TRUST (IJT $138.28)
  • $138.28 P/E (TTM): 57.09X Cap: $6.21B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $12.82)
  • $12.82 P/E (TTM): 14.42X Cap: $8.45B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $207.29)
  • $207.29 P/E (TTM): 12.62X Cap: $3.33B
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• EQB Inc. (EQB $101.58)
  • $101.58 P/E (TTM): 10.34X Cap: $3.88B
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• ECN Capital Corp. (ECN $2.81)
  • $2.81 P/E (TTM): 101.64X Cap: $790M
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• Propel Holdings Inc. (PRL $32.62)
  • $32.62 P/E (TTM): 17.44X Cap: $1.27B
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024