Investment Q&A

• Canadian National Railway Company (CNR $130.17)
  • $130.17 P/E (TTM): 18.0X Cap: $81.25B
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• Thomson Reuters Corporation (TRI $243.79)
  • $243.79 P/E (TTM): 48.79X Cap: $109.87B
  • View TRI Profile
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• iShares U.S. Medical Devices ETF (IHI $62.59)
  • $62.59 P/E (TTM): 164.7X Cap: $4.38B
  • View IHI Profile
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• Boyd Group Services Inc. (BYD $220.43)
  • $220.43 P/E (TTM): 257.7X Cap: $4.73B
  • View BYD Profile
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Q: Hi Peter, Ryan, and Team,

We need to raise some cash in our non-registered account. Please rank in order of which stock/ETF to sell a partial position first: BYD, CNR, IHI, and TRI . All four of these holdings have done very well, thanks to the continued good recommendations from 5i.

Upvote 5

Read Answer Asked by Jerry on June 24, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.29)
  • $12.29 P/E (TTM): 25.6X Cap: $3.59B
  • View DIR.UN Profile
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Q: I don’t have any REIT exposure at the moment and am looking at DIR.UN. Although the yield is good and revenue is growing fast, it doesn’t appear to have a great track record on growing either earnings or the distribution. Forecast EPS is expected to rise significantly from current levels, however the ’24 and ’25 forecasts are still only about 1/3 of what was earned in 2021/22. The payout appears to have not increased since 2013(!) What needs to change for this REIT to restore earnings to past levels and to grow the distribution? Recent high rates I expect were/are part of the problem but likely are not the entire story.

Upvote 6

Read Answer Asked by Paul on June 24, 2024

• Intuitive Surgical Inc. (ISRG $480.45)
  • $480.45 P/E (TTM): 66.74X Cap: $172.23B
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• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 56.66X Cap: $4.27T
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• ISHARES TRUST (IUSG $155.16)
  • $155.16 P/E (TTM): 98.18X Cap: $24.05B
  • View IUSG Profile
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Q: My grandson's TFSA has done very well, in large part due to excellent advice/info from 5i Research. He now needs to raise some cash to make a down-payment. Of the following stocks (ordered by size, i.e. NVDA is his biggest holding and LMN is smallest), which would you be most inclined to sell, given he is in his mid-20s and has a growth focus? Top 5-7 sell candidates would be sufficient.
Thanks again for the excellent service!

XQQ:CA
IUSG:US
VFV:CA

NVDA
GSY
CSU
TOI
TECK.B
SHOP
BYD
TOU
KXS
ATZ
HPS.A
ISRG:US
REAL
BEP.UN
BEPC
LMN

Upvote 12

Read Answer Asked by Ed on June 24, 2024

• Suncor Energy Inc. (SU $53.54)
  • $53.54 P/E (TTM): 11.42X Cap: $64.95B
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• Canadian Natural Resources Limited (CNQ $41.10)
  • $41.10 P/E (TTM): 10.32X Cap: $85.84B
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Q: Hi, Oil is steadily trading above $80 and NG is up 75%, from its bottom recently. Summer driving season seems to have already started strong. Both CNQ and SU are still trading, close to their recent lows. Why have Oil/Gas equities failed to respond ?
Any thoughts or concerns ?

Thanks

Upvote 5

Read Answer Asked by rajeev on June 24, 2024

• Brookfield Renewable Power Preferred Equity Inc. Class A Preference Shares Series 1 (BRF.PR.A $22.45)
  • $22.45 Cap: $14.77B
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• Brookfield Renewable Power Preferred Equity Inc. Class A Preference Shares Series 2 (BRF.PR.B $20.70)
  • $20.70 Cap: $13.61B
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• Brookfield Renewable Power Preferred Equity Inc. Class A Preference Shares Series 3 (BRF.PR.C $24.31)
  • $24.31 Cap: $15.99B
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Q: Hi there,

I’m looking for a preferred for a small portion of my portfolio. These BEP preferreds are floating rate variety. Can you tell me how they will behave with the current interest rate forecast and which one to buy?

Thank you.

Upvote 1

Read Answer Asked by Robert on June 24, 2024

• Danaher Corporation (DHR $211.40)
  • $211.40 P/E (TTM): 45.05X Cap: $151.37B
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• Thermo Fisher Scientific Inc (TMO $494.81)
  • $494.81 P/E (TTM): 28.82X Cap: $186.84B
  • View TMO Profile
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Q: Hi 5i, been watching TMO for a bit, any news as to why it's off 2.5% today? Does it have to do with markets view on Olink purchase? What are the next few years forecast for growth and what would be a good entry point? Thx

Upvote 3

Read Answer Asked by Christopher on June 24, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.61)
  • $6.61 P/E (TTM): 21.9X Cap: $704M
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Q: Your take on the insider purchase?
Should be a good thing.

Upvote 2

Read Answer Asked by Raymond on June 24, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
  • View PAY Profile
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Q: Payfare is currently under a CTO as (quoted from their press release):

"The delay in the Annual Filings is due solely to the delay in receiving the System and Organization Controls (" SOC 1") auditor's report from its material vendor (the " Vendor ") which is required in order for the Company's independent auditors to complete their required audit procedures to issue their opinion"

How much of a concern or potential red flag do you view this to be?

Thanks

Upvote 2

Read Answer Asked by Scott on June 24, 2024

Q: Hello. I used to rely on a Canadian stock total return calculator available on the Canadian stock channel. It allowed me to calculate the returns for Canadian stocks from the 1990s up to the present day. This tool was incredibly useful and helpful. However, recently, the site has become completely blank, and the calculator is no longer accessible. Do you know the reason behind this sudden change? Additionally, if you’re aware of any other platforms where I can find a similar stock return calculator, I’d greatly appreciate your insights! Thanks

Upvote 5

Read Answer Asked by Esther on June 24, 2024

• Lumine Group Inc. (LMN $46.11)
  • $46.11 P/E (TTM): 181.19X Cap: $11.83B
  • View LMN Profile
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Q: Where can I find info on the June 7 th debt offering?

Thx

Upvote 4

Read Answer Asked by blake on June 24, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $34.26)
  • $34.26 Cap: $22.54B
  • View BEP.UN Profile
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Q: After their surge- seemed be dropping fast- comment ?

Upvote 4

Read Answer Asked by terrance on June 24, 2024

• Cisco Systems Inc. (CSCO $67.11)
  • $67.11 P/E (TTM): 27.25X Cap: $265.75B
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• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.59X Cap: $2.42T
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• Intuitive Surgical Inc. (ISRG $480.45)
  • $480.45 P/E (TTM): 66.74X Cap: $172.23B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 56.66X Cap: $4.27T
  • View NVDA Profile
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• Algonquin Power & Utilities Corp. (AQN $8.06)
  • $8.06 Cap: $6.19B
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• Russel Metals Inc. (RUS $40.90)
  • $40.90 P/E (TTM): 14.4X Cap: $2.28B
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• Rio Tinto Plc (RIO $60.62)
  • $60.62 P/E (TTM): 8.57X Cap: $76.02B
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• Vertiv Holdings LLC Class A (VRT $127.54)
  • $127.54 P/E (TTM): 75.03X Cap: $48.70B
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• TransMedics Group Inc. (TMDX $121.88)
  • $121.88 P/E (TTM): 89.42X Cap: $4.15B
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Q: I am retired
Looking for income with some possibility of growth
Please rank rio, Russell, Cisco, aqn
Any other suggestions appreciated
Many thanks
Peter

Upvote 7

Read Answer Asked by Peter on June 24, 2024

• iShares S&P/TSX Global Gold Index ETF (XGD $35.69)
  • $35.69 P/E (TTM): 106.6X Cap: $2.51B
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• VanEck Gold Miners ETF (GDX $58.32)
  • $58.32 P/E (TTM): 66.52X Cap: $17.13B
  • View GDX Profile
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• Purpose Gold Bullion Fund (KILO $48.63)
  • $48.63 Cap: $280M
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• Sprott Physical Gold Trust (PHYS $35.69)
  • $35.69 P/E (TTM): 24.9X Cap: $14.39B
  • View PHYS Profile
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Q: Please suggest how I can invest in gold to diversify my portfolio. Currently I have 0 gold
Thanks
Peter

Upvote 7

Read Answer Asked by Peter on June 24, 2024

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX $38.67)
  • $38.67 Cap: $605M
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• Berkshire Hathaway Inc. (BRK.B $488.68)
  • $488.68 P/E (TTM): 16.63X Cap: $1.05T
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Q: In a non-registered US account, I wish to purchase anything Now that .. 1. Pays no dividends or interest. 2. Keeps up with real inflation ( US inflation is greatly understated ) 3. Would survive a 50 market crash largely unscathed. Already have 10% precious metals …… thanks - JP

Upvote 5

Read Answer Asked by James on June 24, 2024

• ATS Corporation (ATS $37.33)
  • $37.33 Cap: $3.64B
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Q: I bought ATS intending to hold long term (5-8yrs) in my TFSA. A year in it is down 30%. Should I hang on or redeploy towards an industrial with better prospects from today?
Thank you!

Upvote 8

Read Answer Asked by Trevor on June 24, 2024

• Freeport-McMoRan Inc. (FCX $41.31)
  • $41.31 P/E (TTM): 31.17X Cap: $59.31B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.33)
  • $43.33 P/E (TTM): 78.42X Cap: $21.18B
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• Lundin Mining Corporation (LUN $15.01)
  • $15.01 Cap: $12.84B
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• Capstone Copper Corp. (CS $8.99)
  • $8.99 P/E (TTM): 65.27X Cap: $6.85B
  • View CS Profile
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• Southern Copper Corporation (SCCO $93.70)
  • $93.70 P/E (TTM): 20.8X Cap: $75.34B
  • View SCCO Profile
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Q: Can you please advise on the top 5 stocks for people looking for copper exposure in their portfolio? Please order in terms of risk-adjusted long-term returns, factoring in the current stock price. Thank you.

Upvote 4

Read Answer Asked by Menaka on June 24, 2024

Q: Everyone, what three characteristics makes a good investor? Clayton

Upvote 9

Read Answer Asked by Clayton on June 24, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.33)
  • $43.33 P/E (TTM): 78.42X Cap: $21.18B
  • View TECK.B Profile
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• Teck Resources Ltd (TECK $31.27)
  • $31.27 P/E (TTM): 78.42X Cap: $15.28B
  • View TECK Profile
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $44.44)
  • $44.44 P/E (TTM): 78.42X Cap: $21.72B
  • View TECK.A Profile
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Q: Hi there, can you please advise on which of the Teck stocks is the right vehicle for Canadian investors? Thank you

Upvote 1

Read Answer Asked by Menaka on June 24, 2024

Q: What do you think of this company and its prospect going fwd long term? While do own lots of tech, I wonder if this might be a good addition?

Upvote 2

Read Answer Asked by Graeme on June 22, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $88.89)
  • $88.89 P/E (TTM): 150.95X Cap: $132.96B
  • View BN Profile
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• Brookfield Corporation Class A Limited (BN $64.05)
  • $64.05 P/E (TTM): 150.95X Cap: $95.80B
  • View BN Profile
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Q: Good Morning,
Any idea why there is such a gap in the price of BN on the Canadian exchange compared to the US exchange? A 2% plus gap between the two.
Thank You

Upvote 3

Read Answer Asked by Kevin on June 21, 2024