Investment Q&A

• CME Group Inc. (CME $270.42)
  • $270.42 P/E (TTM): 26.25X Cap: $97.51B
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• American Electric Power Company Inc. (AEP $116.55)
  • $116.55 P/E (TTM): 17.18X Cap: $61.94B
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• Sun Life Financial Inc. (SLF $81.87)
  • $81.87 P/E (TTM): 20.28X Cap: $45.20B
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• WSP Global Inc. (WSP $241.26)
  • $241.26 P/E (TTM): 36.15X Cap: $31.53B
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• TMX Group Limited (X $51.71)
  • $51.71 P/E (TTM): 31.07X Cap: $14.26B
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• Leon's Furniture Limited (LNF $28.44)
  • $28.44 P/E (TTM): 11.46X Cap: $1.94B
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• Hydro One Limited (H $52.57)
  • $52.57 P/E (TTM): 24.48X Cap: $31.75B
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• Nexstar Media Group Inc. (NXST $196.65)
  • $196.65 P/E (TTM): 11.71X Cap: $5.78B
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• OneMain Holdings Inc. (OMF $64.28)
  • $64.28 P/E (TTM): 10.96X Cap: $7.57B
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• Dillard's Inc. (DDS $708.72)
  • $708.72 P/E (TTM): 19.29X Cap: $10.60B
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Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim

Upvote 7

Read Answer Asked by Timothy on April 08, 2024

• Toronto-Dominion Bank (The) (TD $123.12)
  • $123.12 P/E (TTM): 10.31X Cap: $208.53B
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• Bank of Nova Scotia (The) (BNS $99.98)
  • $99.98 P/E (TTM): 19.09X Cap: $123.40B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.68)
  • $125.68 P/E (TTM): 17.38X Cap: $27.54B
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• Constellation Software Inc. (CSU $3,352.54)
  • $3,352.54 P/E (TTM): 75.52X Cap: $70.70B
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• TerraVest Industries Inc. (TVK $124.92)
  • $124.92 Cap: $2.66B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $176.76)
  • $176.76 P/E (TTM): 25.35X Cap: $2.06B
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• Lumine Group Inc. (LMN $28.71)
  • $28.71 P/E (TTM): 110.03X Cap: $7.31B
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Q: What would you consider to be the 5 best investments for a TFSA in 2024?

Upvote 34

Read Answer Asked by shirley on April 08, 2024

• Docebo Inc. (DCBO $30.09)
  • $30.09 P/E (TTM): 28.54X Cap: $858M
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Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?

Upvote 8

Read Answer Asked by JR on April 08, 2024

• Constellation Software Inc. (CSU $3,352.54)
  • $3,352.54 P/E (TTM): 75.52X Cap: $70.70B
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• Topicus.com Inc. (TOI $122.70)
  • $122.70 P/E (TTM): 1061.36X Cap: $10.26B
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• Lumine Group Inc. (LMN $28.71)
  • $28.71 P/E (TTM): 110.03X Cap: $7.31B
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Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Upvote 13

Read Answer Asked by JEFF on April 08, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Your comments on the deal w/Westgold. Is it good for Karora shares holder? Should we sell, buy, hold and wait? Should we transfer to an other proxy? Your analysis will be appreciated.

Thanks

Upvote 3

Read Answer Asked by Daniel on April 08, 2024

• Exchange Income Corporation (EIF $82.22)
  • $82.22 P/E (TTM): 29.73X Cap: $4.37B
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Q: Hi Please can you update the short positions on Eif . Many thanks

Upvote 1

Read Answer Asked by Alan on April 08, 2024

• ATS Corporation (ATS $37.58)
  • $37.58 Cap: $3.69B
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Q: Is it worth continuing to hold ATS? Despite the AI fanfare over the past few years and solid fundamentals, it is massively underperforming the market over the past 12 months.

Upvote 14

Read Answer Asked by Patrick on April 05, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.95)
  • $11.95 P/E (TTM): 27.88X Cap: $3.48B
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Q: Do you feel comfortable establishing a position in this REIT now?

Upvote 6

Read Answer Asked by David on April 05, 2024

• Alimentation Couche-Tard Inc. (ATD $72.12)
  • $72.12 P/E (TTM): 19.24X Cap: $67.48B
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Q: Can you please explain how support levels are determined. Reviewing comments from numerous web sites as well comment from BNN the support level for ATD is mid 60's and then watch out.
I have been a holder of ATD since 2016 and decided to sell the majority of my holdings because of current market conditions.
Just wondering if I jumped the gun on this one.
Your comments would be appreciated
Rick

Upvote 1

Read Answer Asked by Rick on April 05, 2024

• Toronto-Dominion Bank (The) (TD $123.12)
  • $123.12 P/E (TTM): 10.31X Cap: $208.53B
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• Enbridge Inc. (ENB $66.46)
  • $66.46 P/E (TTM): 25.46X Cap: $145.73B
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• Sun Life Financial Inc. (SLF $81.87)
  • $81.87 P/E (TTM): 20.28X Cap: $45.20B
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• WSP Global Inc. (WSP $241.26)
  • $241.26 P/E (TTM): 36.15X Cap: $31.53B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TMX Group Limited (X $51.71)
  • $51.71 P/E (TTM): 31.07X Cap: $14.26B
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• North West Company Inc. (The) (NWC $49.52)
  • $49.52 P/E (TTM): 17.08X Cap: $2.32B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Leon's Furniture Limited (LNF $28.44)
  • $28.44 P/E (TTM): 11.46X Cap: $1.94B
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• Hydro One Limited (H $52.57)
  • $52.57 P/E (TTM): 24.48X Cap: $31.75B
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Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks

Upvote 17

Read Answer Asked by Nick on April 05, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $40.44)
  • $40.44 Cap: $14.12B
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Q: Hello, my question is about GLXY, back in November of 2021 the stock price was around $40 and Bitcoin was worth $75K, now that Bitcoin is around 92K GLXY is only $14-$15 a share. Was it just too much hype back in 2021 and it ran up too high or has anything changed since then. Thanks, would love to hear your invite as always!

Upvote 5

Read Answer Asked by Kevin on April 05, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
  • $16.36 Cap: $2.17B
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Q: Given Lightspeed’s announcement of a 10% staff reduction and up to 10% share buyback, a Scotia analyst suggests it’s a buy, stating Canadian tech is quite undervalued. LSPD has lagged the tech rebound, and I’m interested in your take. Is Lightspeed doing enough to regain investor confidence such that we might see a material increase in the share price?

Upvote 6

Read Answer Asked by Warren on April 05, 2024

• WSP Global Inc. (WSP $241.26)
  • $241.26 P/E (TTM): 36.15X Cap: $31.53B
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Q: When do you think you will review the short report in detail and provide a full picture of its potential validity. You have indicated some initial thoughts but it sounds like you will conduct a more rigorous review of it. 5i has liked the stock in the past and it would be good to know if the report has changed your view/rating in any way and why.

Upvote 10

Read Answer Asked on April 05, 2024

• Topicus.com Inc. (TOI $122.70)
  • $122.70 P/E (TTM): 1061.36X Cap: $10.26B
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• Lumine Group Inc. (LMN $28.71)
  • $28.71 P/E (TTM): 110.03X Cap: $7.31B
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Q: Can you please confirm insider ownership % for each company. In your reports, you have ~1% and 50% respectively.
Thank you.

Upvote 14

Read Answer Asked by Shweta on April 05, 2024

• Dollarama Inc. (DOL $200.63)
  • $200.63 P/E (TTM): 44.49X Cap: $55.81B
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Q: Hi 5i, pls provide your opinion, long term rating of Dollarama's results. I've had it as a core position for last several years and would like to know if the future still looks bright - future is 5+ years. Thx

Upvote 7

Read Answer Asked by Christopher on April 04, 2024

• TECSYS Inc. (TCS $33.46)
  • $33.46 P/E (TTM): 114.28X Cap: $490M
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• WELL Health Technologies Corp. (WELL $4.02)
  • $4.02 Cap: $992M
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Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.

Upvote 7

Read Answer Asked by Dennis on April 04, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.95)
  • $60.95 P/E (TTM): 25.15X Cap: $29.98B
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• Lundin Mining Corporation (LUN $25.32)
  • $25.32 Cap: $21.70B
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• Capstone Copper Corp. (CS $12.93)
  • $12.93 P/E (TTM): 23.31X Cap: $9.93B
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Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.

Upvote 3

Read Answer Asked by Brian on April 04, 2024

• Granite Real Estate Investment Trust (GRT.UN $76.85)
  • $76.85 P/E (TTM): 37.35X Cap: $4.61B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.95)
  • $11.95 P/E (TTM): 27.88X Cap: $3.48B
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Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.

Upvote 8

Read Answer Asked by Jerry on April 04, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi 5i
Given the announced deal setting the take over price at around $ 46 canadian, can you explain what is happening with the day to day sp fluctuations? Seems to be heading down with heavy volume.....seems strange......Other than opportunity cost of holding, in the short term, do you see this continue to slide lower?

Thx

Upvote 3

Read Answer Asked by jim on April 04, 2024

• WSP Global Inc. (WSP $241.26)
  • $241.26 P/E (TTM): 36.15X Cap: $31.53B
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Q: pls comment on WSP short report
last 2 attacks on cdn stocks didn't go well for NUVI and LSPD

Upvote 18

Read Answer Asked by JR on April 04, 2024