Investment Q&A

• Restaurant Brands International Inc. (QSR $68.86)
  • $68.86 P/E (TTM): 25.12X Cap: $31.31B
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• Boyd Group Services Inc. (BYD $222.00)
  • $222.00 P/E (TTM): 217.52X Cap: $6.17B
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Q: Any idea why these 2 are up on such a down day?

Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2024

Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.

Mike

Upvote 4

Read Answer Asked by Michael on April 30, 2024

Q: Greetings: This question is not only directed to 5I but also to any members who own Neighbourly Pharmacy CVR'S. My cvr's were removed from my self directed RBC account. RBC can't supply me with an explanation as to where they went. I have tried to phone Persistance capital- left three messages- with no return call. Anyone have any suggestions? thanks BEN.

Upvote 2

Read Answer Asked by BEN on April 30, 2024

• Real Matters Inc. (REAL $5.82)
  • $5.82 Cap: $432M
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• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.28B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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• Propel Holdings Inc. (PRL $24.88)
  • $24.88 P/E (TTM): 11.49X Cap: $979M
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Q: At present valuations,would you rate any of these companies a buy and,if yes,then your order of preference.Thanks.

Upvote 11

Read Answer Asked by Maurice on April 29, 2024

• Cematrix Corporation (CVX $0.51)
  • $0.51 P/E (TTM): 16.75X Cap: $76M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.51)
  • $160.51 P/E (TTM): 23.8X Cap: $1.91B
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Q: could you please comment on CVX.There is a lot of talk about this company going forward.What is your view on CVX?
Also what is you compelling story about Hammond here?can you tell a bit more about what this company does and why it has a bright future?Is Hammond manufacturing in essence the same stock?why two TSX listings?

Upvote 3

Read Answer Asked by mary on April 29, 2024

• Chemtrade Logistics Income Fund (CHE.UN $14.55)
  • $14.55 P/E (TTM): 16.93X Cap: $1.68B
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Q: Two questions:
1) on Apr 26 the price jumped significantly and from Apr 18 to apr26 it is up ~6.2%. ANY idea what is motivating it to perform upwards now? Also RSI is near 70, meaning it is nearing overbought stage.
2) What is difference between their .UN version and .DB.F version?
Thanks

Upvote 2

Read Answer Asked by Phil on April 29, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.51)
  • $160.51 P/E (TTM): 23.8X Cap: $1.91B
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• Vertiv Holdings LLC Class A (VRT $166.26)
  • $166.26 P/E (TTM): 62.74X Cap: $63.56B
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Q: Hi Folks,
Looking to add either HPS.A or VRT to my non registered account. May I have your opinion as to which one you would recommend today and why.
Thanks

Upvote 12

Read Answer Asked by JOHN on April 29, 2024

• TC Energy Corporation (TRP $76.46)
  • $76.46 P/E (TTM): 23.15X Cap: $79.59B
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Q: Hi, I’m wanting to replace Trp as I’am losing confidence in the stock, and I already have Enb.
Sector not an issue, so could you recommend something from your income or balanced portfolio that you like going forward. I’m thinking more in line with a stock that may do better if we do get a market correction. (My first thought was something like ATD). Could you give 3 picks
Thanks

Upvote 4

Read Answer Asked by Brad on April 29, 2024

• Linamar Corporation (LNR $84.73)
  • $84.73 P/E (TTM): 20.63X Cap: $5.06B
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• Magna International Inc. (MG $73.79)
  • $73.79 P/E (TTM): 14.79X Cap: $20.79B
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• Lithium Americas Corp. (LAC $6.53)
  • $6.53 Cap: $1.98B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.51)
  • $160.51 P/E (TTM): 23.8X Cap: $1.91B
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Q: Which companies could benefit from the new Honda announcement?
Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 26, 2024

Q: If one believes in the further weakening of the Canadian dollar does it not make sense to journal interlisted stocks from a C$ TFSA to a US$ TFSA ?
Thank you

Upvote 5

Read Answer Asked by Les on April 26, 2024

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.66)
  • $87.66 P/E (TTM): 18.97X Cap: $15.08B
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• Kinaxis Inc. (KXS $174.92)
  • $174.92 P/E (TTM): 106.01X Cap: $4.90B
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• Premium Brands Holdings Corporation (PBH $101.79)
  • $101.79 P/E (TTM): 69.41X Cap: $4.54B
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• Savaria Corporation (SIS $23.22)
  • $23.22 P/E (TTM): 27.14X Cap: $1.66B
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Q: How would you rate these stocks for maximum growth?
Thanks, Peter

Upvote 14

Read Answer Asked by Peter on April 26, 2024

• TFI International Inc. (TFII $144.63)
  • $144.63 P/E (TTM): 27.54X Cap: $11.90B
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Q: Your thoughts on earnings. Tough trucking conditions but Tfii seemed to do reasonably ok but missed estimates. How will market view things? Would you top up position now or wait?

Upvote 4

Read Answer Asked on April 26, 2024

• Canadian Pacific Kansas City Limited (CP $101.98)
  • $101.98 P/E (TTM): 22.27X Cap: $91.86B
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Q: Can you please comment on CP's earnings and whether you would buy for the long term.

Upvote 6

Read Answer Asked by Mike on April 25, 2024

• FirstService Corporation (FSV $212.07)
  • $212.07 P/E (TTM): 50.51X Cap: $9.69B
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Q: Your comments on First Service earnings please

Upvote 7

Read Answer Asked by Margot on April 25, 2024

• Methanex Corporation (MX $54.81)
  • $54.81 P/E (TTM): 13.74X Cap: $4.23B
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Q: Your comments on Methanex’s earning please

Upvote 3

Read Answer Asked by Margot on April 25, 2024

• iShares Core Balanced ETF Portfolio (XBAL $33.69)
  • $33.69 P/E (TTM): 4.73X Cap: $2.62B
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Q: Hello, I wanted to buy XBAL for half of my TFSA, but realized there was 15% in the TSX and I already have plenty of that in my cash account. Instead, I am thinking of having 60% in XAW, 25% in XBB and 15% in VGAB. Does this make sense? Thanks!

Upvote 2

Read Answer Asked by Martin on April 24, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• BRP Inc. Subordinate Voting Shares (DOO $99.32)
  • $99.32 Cap: $7.28B
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• Magna International Inc. (MG $73.79)
  • $73.79 P/E (TTM): 14.79X Cap: $20.79B
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• Leon's Furniture Limited (LNF $28.30)
  • $28.30 P/E (TTM): 11.13X Cap: $1.94B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.19)
  • $117.19 P/E (TTM): 49.49X Cap: $13.51B
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• Boyd Group Services Inc. (BYD $222.00)
  • $222.00 P/E (TTM): 217.52X Cap: $6.17B
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Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?

Upvote 6

Read Answer Asked by Peter on April 24, 2024

• Canadian Tire Corporation Limited (CTC $224.17)
  • $224.17 P/E (TTM): 17.4X Cap: $11.97B
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Q: Do you like this stock? Would you buy it today? (It tends to yoyo a lot and has dropped or not seen a lot of momentum in the past few years.)

Upvote 3

Read Answer Asked by Judith on April 24, 2024

• Nucor Corporation (NUE $163.69)
  • $163.69 P/E (TTM): 22.91X Cap: $37.59B
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Q: How were the results and guidance ? Thank you.

Upvote 1

Read Answer Asked by Paul on April 23, 2024

• Dollarama Inc. (DOL $204.69)
  • $204.69 P/E (TTM): 43.38X Cap: $56.04B
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• Gildan Activewear Inc. (GIL $86.46)
  • $86.46 P/E (TTM): 20.23X Cap: $12.88B
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• Restaurant Brands International Inc. (QSR $94.32)
  • $94.32 P/E (TTM): 25.12X Cap: $43.97B
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• Metro Inc. (MRU $98.48)
  • $98.48 P/E (TTM): 21.26X Cap: $21.04B
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• WSP Global Inc. (WSP $251.20)
  • $251.20 P/E (TTM): 37.28X Cap: $32.80B
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• Chartwell Retirement Residences (CSH.UN $20.37)
  • $20.37 P/E (TTM): 93.77X Cap: $6.19B
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• TFI International Inc. (TFII $144.63)
  • $144.63 P/E (TTM): 27.54X Cap: $11.90B
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• BRP Inc. Subordinate Voting Shares (DOO $99.32)
  • $99.32 Cap: $7.28B
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• Alimentation Couche-Tard Inc. (ATD $74.39)
  • $74.39 P/E (TTM): 19.63X Cap: $68.86B
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• Premium Brands Holdings Corporation (PBH $101.79)
  • $101.79 P/E (TTM): 69.41X Cap: $4.54B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.51)
  • $160.51 P/E (TTM): 23.8X Cap: $1.91B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.19)
  • $117.19 P/E (TTM): 49.49X Cap: $13.51B
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• Vitalhub Corp. (VHI $9.14)
  • $9.14 P/E (TTM): 178.04X Cap: $576M
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• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
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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 $222.00)
  • $222.00 P/E (TTM): 217.52X Cap: $6.17B
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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