Investment Q&A

• Solid Power Inc. (SLDP $3.35)
  • $3.35 Cap: $889M
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Q: WHAT are you evaluating this company

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Read Answer Asked by gabriel on June 27, 2023

• Topicus.com Inc. (TOI $96.65)
  • $96.65 P/E (TTM): 301.36X Cap: $12.37B
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• Lumine Group Inc. (LMN $20.46)
  • $20.46 P/E (TTM): 34.95X Cap: $5.19B
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Q: If you had to choose between Topicus and Lumine for a 5 year investment which one would you pick and why? Also, what are good entry prices for both?
Thanks

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Read Answer Asked by Ben on June 27, 2023

• Toronto-Dominion Bank (The) (TD $143.25)
  • $143.25 P/E (TTM): 11.54X Cap: $240.54B
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• Enbridge Inc. (ENB $72.77)
  • $72.77 P/E (TTM): 21.82X Cap: $158.45B
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• Hydro One Limited (H $57.61)
  • $57.61 P/E (TTM): 26.13X Cap: $35.04B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.71)
  • $13.71 P/E (TTM): 37.3X Cap: $4.05B
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Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon

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Read Answer Asked by Sheldon on June 27, 2023

• Sun Life Financial Inc. (SLF $96.48)
  • $96.48 P/E (TTM): 15.68X Cap: $53.94B
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• Constellation Software Inc. (CSU $2,439.61)
  • $2,439.61 P/E (TTM): 72.86X Cap: $51.60B
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• Dollarama Inc. (DOL $169.88)
  • $169.88 P/E (TTM): 35.67X Cap: $46.50B
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• WSP Global Inc. (WSP $222.31)
  • $222.31 P/E (TTM): 30.23X Cap: $30.34B
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• Descartes Systems Group Inc. (The) (DSG $98.00)
  • $98.00 P/E (TTM): 39.39X Cap: $8.34B
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• Thomson Reuters Corporation (TRI $126.62)
  • $126.62 P/E (TTM): 26.36X Cap: $54.74B
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• Alimentation Couche-Tard Inc. (ATD $75.58)
  • $75.58 P/E (TTM): 18.99X Cap: $69.74B
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.25)
  • $59.25 P/E (TTM): 81.83X Cap: $135.23B
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Q: RESP with 5 years until first withdrawal. Currently only holding is VEQT and approx 30% cash. Looking for some stable compounder companies to sweeten the total return. Please suggest 8 ideas. Thank you

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Read Answer Asked by Richard on June 26, 2023

• BRP Inc. Subordinate Voting Shares (DOO $72.70)
  • $72.70 Cap: $5.33B
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Q: How much higher will it go.
Shall I buy more shares
Thanks

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Read Answer Asked by gabriel on June 26, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Good afternoon,

What would be a catalyst(s) to change the momentum of Telus International?

Thank you

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Read Answer Asked by Brad on June 23, 2023

• Constellation Software Inc. (CSU $2,439.61)
  • $2,439.61 P/E (TTM): 72.86X Cap: $51.60B
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Q: Hi, Constellation's offer to buy 100% of EROAD shares (17.8% already acquired in open market), I thought, should be good news for the stock, as it seems to be a decent size acquisition ( $130 mln ? ). But stock has reacted negatively, over yesterday and today. Any thoughts ? Thanks

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Read Answer Asked by rajeev on June 22, 2023

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $89.31)
  • $89.31 P/E (TTM): 13.43X Cap: $21.61B
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Q: There is a news item that GIB.A has been awarded a contract to produce a "virtual flight data recorder". This sounds exactly like what FLY has been trying to sell for years but it never really got off the ground (sorry). Do you see GIB.A fairing better and what are the implications for FLY.
Thanks
Ian

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Read Answer Asked by Ian on June 21, 2023

• Fortis Inc. (FTS $76.78)
  • $76.78 P/E (TTM): 22.01X Cap: $39.34B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.93)
  • $43.93 Cap: $30.90B
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• NFI Group Inc. (NFI $21.18)
  • $21.18 Cap: $2.54B
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• Martinrea International Inc. (MRE $9.52)
  • $9.52 Cap: $689M
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• Magna International Inc. (MG $84.63)
  • $84.63 P/E (TTM): 20.78X Cap: $23.85B
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• Hydro One Limited (H $57.61)
  • $57.61 P/E (TTM): 26.13X Cap: $35.04B
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Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will

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Read Answer Asked by Will on June 21, 2023

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Peter; Doesn’t it yield about 5.4%? Rod

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Read Answer Asked by Rodney on June 20, 2023

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: 1 yr H $38.99,current price $34.51, p/p $43.63 many moons ago. Is this a opportunity to add? and what is a good entry price? Txs for U usual great services & views

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Read Answer Asked by Peter on June 20, 2023

• Toronto-Dominion Bank (The) (TD $143.25)
  • $143.25 P/E (TTM): 11.54X Cap: $240.54B
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• EQB Inc. (EQB $123.14)
  • $123.14 P/E (TTM): 20.59X Cap: $4.53B
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Q: Thinking of adding one of these to my TFSA. Which offers more growth and what would be a fair entry price?
Thank you for your steady support through these trying times.
Donna

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Read Answer Asked by Donna on June 20, 2023

• Dollarama Inc. (DOL $169.88)
  • $169.88 P/E (TTM): 35.67X Cap: $46.50B
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• Alimentation Couche-Tard Inc. (ATD $75.58)
  • $75.58 P/E (TTM): 18.99X Cap: $69.74B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.59)
  • $5.59 P/E (TTM): 12.93X Cap: $244M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $139.69)
  • $139.69 Cap: $16.03B
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Q: What are your views on Peller's most recent earnings? To me, they look horrible, and I'm wondering if I should just salvage my tax loss and move on. That said, the price is probably at the lowest of the low. How much patience should one extend to the turnaround possibilities?

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Read Answer Asked by Randy on June 19, 2023

• Constellation Software Inc. (CSU $2,439.61)
  • $2,439.61 P/E (TTM): 72.86X Cap: $51.60B
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• Dollarama Inc. (DOL $169.88)
  • $169.88 P/E (TTM): 35.67X Cap: $46.50B
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• BRP Inc. Subordinate Voting Shares (DOO $72.70)
  • $72.70 Cap: $5.33B
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• Magna International Inc. (MG $84.63)
  • $84.63 P/E (TTM): 20.78X Cap: $23.85B
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• Thomson Reuters Corporation (TRI $126.62)
  • $126.62 P/E (TTM): 26.36X Cap: $54.74B
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• Alimentation Couche-Tard Inc. (ATD $75.58)
  • $75.58 P/E (TTM): 18.99X Cap: $69.74B
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• EQB Inc. (EQB $123.14)
  • $123.14 P/E (TTM): 20.59X Cap: $4.53B
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Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry

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Read Answer Asked by Larry on June 19, 2023

• Dream Office Real Estate Investment Trust (D.UN $16.81)
  • $16.81 Cap: $306M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.71)
  • $13.71 P/E (TTM): 37.3X Cap: $4.05B
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• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $18.68)
  • $18.68 Cap: $792M
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Q: Can you break down their exposure to various types of real estate? Eg. Commercial, apartment, industrial. How does the recent issuer bud change this?

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Read Answer Asked by Cory on June 19, 2023

• Enghouse Systems Limited (ENGH $16.88)
  • $16.88 P/E (TTM): 13.51X Cap: $923M
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Q: what would be a good entry price forENGH

Thx

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Read Answer Asked by blake on June 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $59.25)
  • $59.25 P/E (TTM): 81.83X Cap: $135.23B
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Q: Which Brookfield company should I add for dividend with some growth.
Thanks
John

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Read Answer Asked by John on June 16, 2023

• Fortis Inc. (FTS $76.78)
  • $76.78 P/E (TTM): 22.01X Cap: $39.34B
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• Algonquin Power & Utilities Corp. (AQN $8.43)
  • $8.43 Cap: $6.57B
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• Hydro One Limited (H $57.61)
  • $57.61 P/E (TTM): 26.13X Cap: $35.04B
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Q: AQN has not been perforning well recently. Is it a sell or a buy

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Read Answer Asked by Lakis on June 16, 2023

• Illinois Tool Works Inc. (ITW $266.63)
  • $266.63 P/E (TTM): 25.64X Cap: $77.34B
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• Nike Inc. (NKE $44.38)
  • $44.38 P/E (TTM): 29.89X Cap: $66.68B
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• Visa Inc. (V $336.43)
  • $336.43 P/E (TTM): 29.05X Cap: $592.62B
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• Bank of Nova Scotia (The) (BNS $103.91)
  • $103.91 P/E (TTM): 20.28X Cap: $129.28B
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• Sun Life Financial Inc. (SLF $96.48)
  • $96.48 P/E (TTM): 15.68X Cap: $53.94B
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• WSP Global Inc. (WSP $222.31)
  • $222.31 P/E (TTM): 30.23X Cap: $30.34B
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• ATS Corporation (ATS $42.95)
  • $42.95 Cap: $4.26B
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• BRP Inc. Subordinate Voting Shares (DOO $72.70)
  • $72.70 Cap: $5.33B
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• Thomson Reuters Corporation (TRI $126.62)
  • $126.62 P/E (TTM): 26.36X Cap: $54.74B
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• EQB Inc. (EQB $123.14)
  • $123.14 P/E (TTM): 20.59X Cap: $4.53B
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.25)
  • $59.25 P/E (TTM): 81.83X Cap: $135.23B
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Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet

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Read Answer Asked by Janet on June 16, 2023

• Apple Inc. (AAPL $270.25)
  • $270.25 P/E (TTM): 33.87X Cap: $3.97T
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• Costco Wholesale Corporation (COST $994.29)
  • $994.29 P/E (TTM): 69.35X Cap: $440.99B
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• Alphabet Inc. (GOOG $349.29)
  • $349.29 P/E (TTM): 32.24X Cap: $4.23T
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• Alphabet Inc. (GOOGL $351.49)
  • $351.49 P/E (TTM): 32.41X Cap: $4.23T
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• NVIDIA Corporation (NVDA $209.25)
  • $209.25 P/E (TTM): 44.21X Cap: $5.18T
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• Coca-Cola Company (The) (KO $78.80)
  • $78.80 P/E (TTM): 24.82X Cap: $337.23B
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• Walmart Inc. (WMT $127.73)
  • $127.73 Cap: $1.01T
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• Royal Bank of Canada (RY $240.26)
  • $240.26 P/E (TTM): 16.15X Cap: $339.55B
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• Toronto-Dominion Bank (The) (TD $143.25)
  • $143.25 P/E (TTM): 11.54X Cap: $240.54B
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• Constellation Software Inc. (CSU $2,439.61)
  • $2,439.61 P/E (TTM): 72.86X Cap: $51.60B
  • View CSU Profile
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• WSP Global Inc. (WSP $222.31)
  • $222.31 P/E (TTM): 30.23X Cap: $30.34B
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• Descartes Systems Group Inc. (The) (DSG $98.00)
  • $98.00 P/E (TTM): 39.39X Cap: $8.34B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.67)
  • $166.67 P/E (TTM): 131.68X Cap: $218B
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• Vanguard S&P 500 Index ETF (VFV $173.20)
  • $173.20 P/E (TTM): 26.01X Cap: $30.11B
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• INVESCO QQQ Trust (QQQ $661.40)
  • $661.40 P/E (TTM): 33.49X Cap: $430.99B
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• Topicus.com Inc. (TOI $96.65)
  • $96.65 P/E (TTM): 301.36X Cap: $12.37B
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• Lumine Group Inc. (LMN $20.46)
  • $20.46 P/E (TTM): 34.95X Cap: $5.19B
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Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.

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Read Answer Asked by Fernando on June 15, 2023