Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $29.78)
  • $29.78 P/E (TTM): 20.46X Cap: $903M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $36.10)
  • $36.10 P/E (TTM): 17.47X Cap: $447M
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• State Street Utilities Select Sector SPDR ETF (XLU $46.96)
  • $46.96 P/E (TTM): 23.28X Cap: $24.86B
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• Vanguard Utilities ETF (VPU $202.89)
  • $202.89 P/E (TTM): 23.06X Cap: $8.99B
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• iShares U.S. Utilities ETF (IDU $118.54)
  • $118.54 P/E (TTM): 23.46X Cap: $1.64B
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• Hamilton Enhanced Utilities ETF (HUTS $15.36)
  • $15.36 P/E (TTM): 13.79X Cap: $217M
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Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 7

Read Answer Asked by Ron on July 23, 2024

Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.

Upvote 6

Read Answer Asked by francois on July 23, 2024

Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You

Upvote 1

Read Answer Asked by MANFRED on July 23, 2024

• JPMorgan Chase & Co. (JPM $309.87)
  • $309.87 P/E (TTM): 15.51X Cap: $831.13B
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• Eli Lilly and Company (LLY $939.47)
  • $939.47 P/E (TTM): 41.62X Cap: $887.62B
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• Uber Technologies Inc. (UBER $70.48)
  • $70.48 P/E (TTM): 15.18X Cap: $143.98B
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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 $153.55)
  • $153.55 P/E (TTM): 122.87X Cap: $200.24B
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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 $2,295.18)
  • $2,295.18 P/E (TTM): 71.66X Cap: $48.63B
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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 $486.28)
  • $486.28 P/E (TTM): 46.46X Cap: $55.90B
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• Celestica Inc. (CLS $351.31)
  • $351.31 P/E (TTM): 46.46X Cap: $40.44B
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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 $79.72)
  • $79.72 P/E (TTM): 22.72X Cap: $40.58B
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• Enbridge Inc (ENB $54.32)
  • $54.32 P/E (TTM): 22.98X Cap: $118.67B
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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 $75.17)
  • $75.17 P/E (TTM): 22.98X Cap: $164.04B
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• TC Energy Corporation (TRP $88.39)
  • $88.39 P/E (TTM): 27.53X Cap: $92.07B
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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 $31.37)
  • $31.37 P/E (TTM): 2.33X Cap: $520M
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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): 20.74X
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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
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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
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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
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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
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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 $5.59)
  • $5.59 P/E (TTM): 7.09X Cap: $184M
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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 $260.48)
  • $260.48 P/E (TTM): 32.97X Cap: $3.82T
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• Amazon.com Inc. (AMZN $238.38)
  • $238.38 P/E (TTM): 32.59X Cap: $2.56T
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• Alphabet Inc. (GOOGL $317.24)
  • $317.24 P/E (TTM): 29.46X Cap: $3.83T
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• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 37.53X Cap: $4.46T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 122.87X Cap: $200.24B
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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 $450.62)
  • $450.62 P/E (TTM): 57.81X Cap: $160.02B
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• WSP Global Inc. (WSP $218.87)
  • $218.87 P/E (TTM): 29.42X Cap: $29.50B
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• goeasy Ltd. (GSY $31.37)
  • $31.37 P/E (TTM): 2.33X Cap: $520M
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• iShares Russell 2000 Growth ETF (IWO $331.87)
  • $331.87 P/E (TTM): 22.36X Cap: $12.92B
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• iShares Russell 2000 ETF (IWM $261.30)
  • $261.30 P/E (TTM): 17.63X Cap: $74.15B
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• WELL Health Technologies Corp. (WELL $3.77)
  • $3.77 Cap: $963M
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• iShares Core S&P Small-Cap ETF (IJR $130.19)
  • $130.19 P/E (TTM): 17.5X Cap: $96.42B
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• iShares Russell 2000 Value ETF (IWN $199.34)
  • $199.34 P/E (TTM): 14.27X Cap: $13.14B
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• Boyd Group Services Inc. (BYD $162.27)
  • $162.27 P/E (TTM): 148.62X Cap: $4.51B
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• Propel Holdings Inc. (PRL $20.04)
  • $20.04 P/E (TTM): 10.46X Cap: $788M
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.73X Cap: $130.53B
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• ISHARES TRUST (IJT $152.98)
  • $152.98 P/E (TTM): 19.17X Cap: $6.86B
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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 $11.32)
  • $11.32 P/E (TTM): 66.88X Cap: $7.47B
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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 $31.37)
  • $31.37 P/E (TTM): 2.33X Cap: $520M
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• EQB Inc. (EQB $113.28)
  • $113.28 P/E (TTM): 18.93X Cap: $4.14B
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• ECN Capital Corp. (ECN $3.08)
  • $3.08 P/E (TTM): 37.74X Cap: $867M
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• Propel Holdings Inc. (PRL $20.04)
  • $20.04 P/E (TTM): 10.46X Cap: $788M
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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