Investment Q&A

• JPMorgan Chase & Co. (JPM $326.72)
  • $326.72 P/E (TTM): 15.7X Cap: $879.53B
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• Eli Lilly and Company (LLY $1,072.47)
  • $1,072.47 P/E (TTM): 52.42X Cap: $1.01T
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• Uber Technologies Inc. (UBER $80.47)
  • $80.47 P/E (TTM): 10.19X Cap: $168.84B
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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 $229.88)
  • $229.88 P/E (TTM): 148.84X Cap: $303.69B
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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 $3,305.07)
  • $3,305.07 P/E (TTM): 77.96X Cap: $70.09B
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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 $415.04)
  • $415.04 P/E (TTM): 49.03X Cap: $48.51B
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• Celestica Inc. (CLS $302.83)
  • $302.83 P/E (TTM): 49.03X Cap: $35.16B
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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 $70.90)
  • $70.90 P/E (TTM): 20.09X Cap: $35.58B
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• Enbridge Inc (ENB $47.47)
  • $47.47 P/E (TTM): 24.59X Cap: $101.82B
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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 $65.02)
  • $65.02 P/E (TTM): 24.59X Cap: $140.47B
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• TC Energy Corporation (TRP $76.54)
  • $76.54 P/E (TTM): 23.0X Cap: $78.57B
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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 $130.27)
  • $130.27 P/E (TTM): 9.59X Cap: $2.11B
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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 $6.72)
  • $6.72 P/E (TTM): 2.79X Cap: $209M
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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 $271.87)
  • $271.87 P/E (TTM): 36.68X Cap: $4T
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• Amazon.com Inc. (AMZN $231.92)
  • $231.92 P/E (TTM): 32.11X Cap: $2.44T
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• Alphabet Inc. (GOOGL $314.14)
  • $314.14 P/E (TTM): 30.32X Cap: $3.73T
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• NVIDIA Corporation (NVDA $188.56)
  • $188.56 P/E (TTM): 44.91X Cap: $4.46T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
  • $229.88 P/E (TTM): 148.84X Cap: $303.69B
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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 $577.18)
  • $577.18 P/E (TTM): 75.62X Cap: $205.54B
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• WSP Global Inc. (WSP $251.31)
  • $251.31 P/E (TTM): 36.67X Cap: $32.55B
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• goeasy Ltd. (GSY $130.27)
  • $130.27 P/E (TTM): 9.59X Cap: $2.11B
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• iShares Russell 2000 Growth ETF (IWO $332.48)
  • $332.48 P/E (TTM): 22.72X Cap: $13.71B
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• iShares Russell 2000 ETF (IWM $252.20)
  • $252.20 P/E (TTM): 18.15X Cap: $76.70B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $995M
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• iShares Core S&P Small-Cap ETF (IJR $122.82)
  • $122.82 P/E (TTM): 17.9X Cap: $91.68B
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• iShares Russell 2000 Value ETF (IWN $184.84)
  • $184.84 P/E (TTM): 14.33X Cap: $12.52B
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• Boyd Group Services Inc. (BYD $221.86)
  • $221.86 P/E (TTM): 217.3X Cap: $6.17B
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 11.83X Cap: $979M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.32)
  • $63.32 P/E (TTM): 90.68X Cap: $142.55B
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• ISHARES TRUST (IJT $145.43)
  • $145.43 P/E (TTM): 20.21X Cap: $6.48B
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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 $15.83)
  • $15.83 P/E (TTM): 17.53X Cap: $10.73B
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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 $130.27)
  • $130.27 P/E (TTM): 9.59X Cap: $2.11B
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• EQB Inc. (EQB $103.71)
  • $103.71 P/E (TTM): 15.48X Cap: $3.90B
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 110.32X Cap: $853M
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 11.83X Cap: $979M
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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 $7.11)
  • $7.11 P/E (TTM): 107.05X Cap: $1.58B
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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 $135.53)
  • $135.53 P/E (TTM): 56.33X Cap: $16.11B
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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