Investment Q&A

• JPMorgan Chase & Co. (JPM $316.99)
  • $316.99 P/E (TTM): 15.51X Cap: $832.26B
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• Eli Lilly and Company (LLY $919.90)
  • $919.90 P/E (TTM): 40.39X Cap: $875.87B
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• Uber Technologies Inc. (UBER $77.49)
  • $77.49 P/E (TTM): 16.3X Cap: $157.55B
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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 $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
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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 $2,663.43)
  • $2,663.43 P/E (TTM): 78.39X Cap: $55.65B
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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 $547.52)
  • $547.52 P/E (TTM): 54.71X Cap: $62.41B
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• Celestica Inc. (CLS $401.12)
  • $401.12 P/E (TTM): 54.71X Cap: $45.30B
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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 $76.96)
  • $76.96 P/E (TTM): 22.33X Cap: $39.67B
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• Enbridge Inc (ENB $52.24)
  • $52.24 P/E (TTM): 21.98X Cap: $114.18B
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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 $71.32)
  • $71.32 P/E (TTM): 21.98X Cap: $157.32B
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• TC Energy Corporation (TRP $83.03)
  • $83.03 P/E (TTM): 25.75X Cap: $86.38B
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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 $32.13)
  • $32.13 P/E (TTM): 2.37X Cap: $533M
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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 $6.57)
  • $6.57 P/E (TTM): 8.06X Cap: $202M
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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 $273.05)
  • $273.05 P/E (TTM): 34.21X Cap: $3.96T
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• Amazon.com Inc. (AMZN $248.28)
  • $248.28 P/E (TTM): 34.95X Cap: $2.67T
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• Alphabet Inc. (GOOGL $337.42)
  • $337.42 P/E (TTM): 31.61X Cap: $4.13T
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• NVIDIA Corporation (NVDA $202.06)
  • $202.06 P/E (TTM): 41.16X Cap: $4.91T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
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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 $465.60)
  • $465.60 P/E (TTM): 59.62X Cap: $166.63B
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• WSP Global Inc. (WSP $230.19)
  • $230.19 P/E (TTM): 30.73X Cap: $30.86B
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• goeasy Ltd. (GSY $32.13)
  • $32.13 P/E (TTM): 2.37X Cap: $533M
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• iShares Russell 2000 Growth ETF (IWO $358.71)
  • $358.71 P/E (TTM): 22.36X Cap: $13.73B
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• iShares Russell 2000 ETF (IWM $277.35)
  • $277.35 P/E (TTM): 17.63X Cap: $77.27B
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• WELL Health Technologies Corp. (WELL $4.16)
  • $4.16 Cap: $1.04B
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• iShares Core S&P Small-Cap ETF (IJR $136.15)
  • $136.15 P/E (TTM): 17.5X Cap: $100.64B
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• iShares Russell 2000 Value ETF (IWN $207.59)
  • $207.59 P/E (TTM): 14.27X Cap: $13.32B
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• Boyd Group Services Inc. (BYD $168.92)
  • $168.92 P/E (TTM): 147.9X Cap: $4.67B
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• Propel Holdings Inc. (PRL $22.96)
  • $22.96 P/E (TTM): 11.87X Cap: $918M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.71)
  • $63.71 P/E (TTM): 85.42X Cap: $142.81B
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• ISHARES TRUST (IJT $160.31)
  • $160.31 P/E (TTM): 19.17X Cap: $7.19B
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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 $12.24)
  • $12.24 P/E (TTM): 75.18X Cap: $8.43B
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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 $32.13)
  • $32.13 P/E (TTM): 2.37X Cap: $533M
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• EQB Inc. (EQB $121.74)
  • $121.74 P/E (TTM): 20.3X Cap: $4.43B
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• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 36.97X Cap: $864M
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• Propel Holdings Inc. (PRL $22.96)
  • $22.96 P/E (TTM): 11.87X Cap: $918M
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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 $7.14)
  • $7.14 P/E (TTM): 12.26X Cap: $1.56B
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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)
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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 $128.87)
  • $128.87 P/E (TTM): 34.94X Cap: $15.13B
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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