Investment Q&A

• JPMorgan Chase & Co. (JPM $300.37)
  • $300.37 P/E (TTM): 15.32X Cap: $826.50B
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• Eli Lilly and Company (LLY $1,021.70)
  • $1,021.70 P/E (TTM): 50.04X Cap: $969.28B
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• Uber Technologies Inc. (UBER $92.11)
  • $92.11 P/E (TTM): 15.64X Cap: $191.38B
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Q: What are your top three non-tech CDR picks?

Upvote 11

Read Answer Asked by Gary on July 23, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
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Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot

Upvote 6

Read Answer Asked by Lai Kuen on July 22, 2024

• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 75.91X Cap: $68.77B
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Q: Anything to account for the strength in CSU of late?

Thx

Upvote 9

Read Answer Asked by blake on July 22, 2024

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $49.97B
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• Celestica Inc. (CLS $309.37)
  • $309.37 P/E (TTM): 48.6X Cap: $35.64B
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Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL

Upvote 5

Read Answer Asked by John on July 22, 2024

• Fortis Inc. (FTS $73.26)
  • $73.26 P/E (TTM): 21.04X Cap: $37.06B
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• Enbridge Inc (ENB $47.75)
  • $47.75 P/E (TTM): 25.68X Cap: $104.40B
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Q: I want to consolidate my holdings in ENB to FOR or vice-versa. I would like to get your comments.

Upvote 7

Read Answer Asked by Roland on July 22, 2024

• Enbridge Inc. (ENB $67.11)
  • $67.11 P/E (TTM): 25.91X Cap: $146.47B
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• TC Energy Corporation (TRP $76.61)
  • $76.61 P/E (TTM): 23.43X Cap: $80.62B
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Q: 52 week high on TRP with heavy volume. Does 5i still prefer Enbridge in this space ?

Thx

Upvote 4

Read Answer Asked by blake on July 22, 2024

• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment AW.un's Q2 results and news today resulting in a gaintic leap of some 17% to $33.45 current price. Txs for U usual great views & services

Upvote 5

Read Answer Asked by Peter on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Do you have an explanation on why aw.un is up so much today?

Upvote 2

Read Answer Asked by Robert on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?

Upvote 5

Read Answer Asked by Dennis on July 22, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.

Upvote 1

Read Answer Asked by Richard on July 22, 2024

• Immersion Corporation (IMMR $6.20)
  • $6.20 P/E (TTM): 2.38X Cap: $218M
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Q: What are your thoughts on IMMR? Has the outlook here improved? Do you know anything about management?

Upvote 1

Read Answer Asked by Alex on July 22, 2024

• Apple Inc. (AAPL $267.46)
  • $267.46 P/E (TTM): 36.42X Cap: $3.95T
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• Amazon.com Inc. (AMZN $232.87)
  • $232.87 P/E (TTM): 33.15X Cap: $2.48T
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• Alphabet Inc. (GOOGL $285.02)
  • $285.02 P/E (TTM): 27.29X Cap: $3.43T
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• NVIDIA Corporation (NVDA $186.60)
  • $186.60 P/E (TTM): 53.24X Cap: $4.62T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
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Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Upvote 12

Read Answer Asked by Jim on July 22, 2024

• Intuitive Surgical Inc. (ISRG $546.71)
  • $546.71 P/E (TTM): 72.59X Cap: $195.98B
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• WSP Global Inc. (WSP $251.80)
  • $251.80 P/E (TTM): 38.13X Cap: $33.08B
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• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
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• iShares Russell 2000 Growth ETF (IWO $306.58)
  • $306.58 P/E (TTM): 22.13X Cap: $12.53B
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• iShares Russell 2000 ETF (IWM $232.76)
  • $232.76 P/E (TTM): 17.3X Cap: $67.25B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $1B
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• iShares Core S&P Small-Cap ETF (IJR $114.30)
  • $114.30 P/E (TTM): 17.32X Cap: $83.04B
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• iShares Russell 2000 Value ETF (IWN $170.90)
  • $170.90 P/E (TTM): 12.66X Cap: $11.09B
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• Boyd Group Services Inc. (BYD $216.98)
  • $216.98 P/E (TTM): 432.91X Cap: $6.03B
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• Propel Holdings Inc. (PRL $20.65)
  • $20.65 P/E (TTM): 9.91X Cap: $812M
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
  • $60.20 P/E (TTM): 101.86X Cap: $135.16B
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• ISHARES TRUST (IJT $134.50)
  • $134.50 P/E (TTM): 19.55X Cap: $6.13B
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Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Upvote 30

Read Answer Asked by Terence on July 22, 2024

• American Airlines Group Inc. (AAL $12.34)
  • $12.34 P/E (TTM): 14.18X Cap: $8.14B
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Q: What are your thoughts about American? They have made some recent changes to management and announced the will fix their distribution strategy. Do see this stock as a mid to long term buy? I do have a small position at the $10.50 mark.

Thank you

Upvote 1

Read Answer Asked by Edward on July 22, 2024

• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
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• EQB Inc. (EQB $84.49)
  • $84.49 P/E (TTM): 9.8X Cap: $3.23B
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• ECN Capital Corp. (ECN $3.02)
  • $3.02 Cap: $850M
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• Propel Holdings Inc. (PRL $20.65)
  • $20.65 P/E (TTM): 9.91X Cap: $812M
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024

• Superior Plus Corp. (SPB $6.65)
  • $6.65 P/E (TTM): 93.5X Cap: $1.48B
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Q: If Brookfield has been unloading their shares, when do they have to report thru sedar ?

Upvote 5

Read Answer Asked by adam on July 22, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Upvote 1

Read Answer Asked by JOHN on July 22, 2024

• Jacobs Solutions Inc. (J $150.59)
  • $150.59 P/E (TTM): 38.3X Cap: $18.45B
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Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!

Upvote 2

Read Answer Asked by Neil on July 22, 2024