Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $23.09)
  • $23.09 P/E (TTM): 24.02X Cap: $596M
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• BMO Equal Weight Utilities Index ETF (ZUT $27.15)
  • $27.15 P/E (TTM): 17.83X Cap: $844M
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• BMO Equal Weight Banks Index ETF (ZEB $59.63)
  • $59.63 P/E (TTM): 15.25X Cap: $5.07B
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• BMO Equal Weight Industrials Index ETF (ZIN $53.19)
  • $53.19 P/E (TTM): 18.53X Cap: $49M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $92.52)
  • $92.52 P/E (TTM): 14.17X Cap: $258M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.64)
  • $52.64 P/E (TTM): 14.32X Cap: $25.21B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $41.87)
  • $41.87 P/E (TTM): 19.95X Cap: $1.55B
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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 $15.79)
  • $15.79 P/E (TTM): 29.54X Cap: $11.83B
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• Kraken Robotics Inc. (PNG $7.37)
  • $7.37 P/E (TTM): 132.67X Cap: $2.21B
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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 $192.50)
  • $192.50 P/E (TTM): 43.37X Cap: $78.41B
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• Mettler-Toledo International Inc. (MTD $1,363.72)
  • $1,363.72 P/E (TTM): 33.06X Cap: $27.60B
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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 $42.19)
  • $42.19 Cap: $4.11B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $209.41)
  • $209.41 P/E (TTM): 30.92X Cap: $2.39B
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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 $189.22)
  • $189.22 P/E (TTM): 40.1X Cap: $51.68B
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• Gildan Activewear Inc. (GIL $98.80)
  • $98.80 P/E (TTM): 22.64X Cap: $14.65B
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• Restaurant Brands International Inc. (QSR $89.27)
  • $89.27 P/E (TTM): 25.25X Cap: $41.07B
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• Metro Inc. (MRU $97.04)
  • $97.04 P/E (TTM): 27.44X Cap: $20.59B
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• WSP Global Inc. (WSP $219.88)
  • $219.88 P/E (TTM): 37.88X Cap: $28.92B
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• Chartwell Retirement Residences (CSH.UN $21.88)
  • $21.88 P/E (TTM): 96.36X Cap: $6.50B
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• TFI International Inc. (TFII $163.93)
  • $163.93 P/E (TTM): 31.92X Cap: $12.92B
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• BRP Inc. Subordinate Voting Shares (DOO $106.74)
  • $106.74 Cap: $7.62B
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• Alimentation Couche-Tard Inc. (ATD $83.48)
  • $83.48 P/E (TTM): 21.56X Cap: $76.79B
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• Premium Brands Holdings Corporation (PBH $104.38)
  • $104.38 P/E (TTM): 69.0X Cap: $4.64B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $209.41)
  • $209.41 P/E (TTM): 30.92X Cap: $2.39B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.49)
  • $117.49 Cap: $13.23B
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• Vitalhub Corp. (VHI $7.95)
  • $7.95 P/E (TTM): 152.35X Cap: $494M
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $995M
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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• Boyd Group Services Inc. (BYD $230.21)
  • $230.21 P/E (TTM): 238.77X Cap: $6.21B
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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 $45.01)
  • $45.01 P/E (TTM): 1196.75X Cap: $19.08B
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• Matterport Inc. (MTTR)
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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 $9.29)
  • $9.29 P/E (TTM): 9.1X Cap: $82M
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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 $93.41)
  • $93.41 P/E (TTM): 22.02X Cap: $52.19B
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• Intact Financial Corporation (IFC $262.17)
  • $262.17 P/E (TTM): 21.13X Cap: $46.23B
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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 $189.22)
  • $189.22 P/E (TTM): 40.1X Cap: $51.68B
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• Premium Brands Holdings Corporation (PBH $104.38)
  • $104.38 P/E (TTM): 69.0X Cap: $4.64B
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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 $37.60)
  • $37.60 P/E (TTM): 101.58X Cap: $6.08B
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• Stantec Inc. (STN $117.65)
  • $117.65 P/E (TTM): 31.53X Cap: $13.55B
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• InterRent Real Estate Investment Trust (IIP.UN $13.37)
  • $13.37 Cap: $1.86B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $16.86)
  • $16.86 P/E (TTM): 4.68X Cap: $2.12B
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• North American Construction Group Ltd. (NOA $22.14)
  • $22.14 P/E (TTM): 17.33X Cap: $636M
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• Taiga Building Products Ltd. (TBL $3.36)
  • $3.36 P/E (TTM): 8.39X Cap: $370M
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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 $45.01)
  • $45.01 P/E (TTM): 1196.75X Cap: $19.08B
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• Matterport Inc. (MTTR)
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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 $209.41)
  • $209.41 P/E (TTM): 30.92X Cap: $2.39B
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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 $19.23)
  • $19.23 P/E (TTM): 16.3X Cap: $5.90B
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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 $209.41)
  • $209.41 P/E (TTM): 30.92X Cap: $2.39B
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• Propel Holdings Inc. (PRL $24.88)
  • $24.88 P/E (TTM): 11.36X Cap: $976M
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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 $7.68)
  • $7.68 P/E (TTM): 10.96X Cap: $912M
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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 $117.10)
  • $117.10 Cap: $1.91B
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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 $1,404.36)
  • $1,404.36 P/E (TTM): 64.2X Cap: $553.29B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $365.14)
  • $365.14 P/E (TTM): 52.96X Cap: $1.90T
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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 $174.35)
  • $174.35 P/E (TTM): 34.51X Cap: $28.27B
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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 $347.51)
  • $347.51 P/E (TTM): 22.42X Cap: $92.13B
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• GE Aerospace (GE $313.95)
  • $313.95 P/E (TTM): 38.54X Cap: $328.16B
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• Lockheed Martin Corporation (LMT $649.86)
  • $649.86 P/E (TTM): 29.26X Cap: $144.65B
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• Northrop Grumman Corporation (NOC $698.20)
  • $698.20 P/E (TTM): 23.34X Cap: $98.64B
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• Franco-Nevada Corporation (FNV $341.75)
  • $341.75 P/E (TTM): 52.64X Cap: $62.86B
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• Tourmaline Oil Corp. (TOU $61.63)
  • $61.63 P/E (TTM): 17.65X Cap: $23.94B
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• Barrick Mining Corporation (ABX $65.21)
  • $65.21 P/E (TTM): 15.89X Cap: $103.60B
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• AeroVironment Inc. (AVAV $242.85)
  • $242.85 Cap: $11.73B
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• Texas Pacific Land Corporation (TPL $431.06)
  • $431.06 P/E (TTM): 59.92X Cap: $28.36B
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• RTX Corporation (RTX $198.78)
  • $198.78 P/E (TTM): 39.62X Cap: $269.98B
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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