Investment Q&A

• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• ON Semiconductor Corporation (ON $51.85)
  • $51.85 P/E (TTM): 45.62X Cap: $21.20B
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Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.

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Read Answer Asked by Ian on October 05, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
  • $119.88 P/E (TTM): 17.56X Cap: $1.42B
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Q: What is your opinion on HPS.A - is it a worthwhile investment for the long term - is it well run?

Thanks

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Read Answer Asked by Reg on October 05, 2023

• Palantir Technologies Inc. (PLTR $158.74)
  • $158.74 P/E (TTM): 520.03X Cap: $376.58B
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Q: Hi 5i team,

Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?

thank you,

Upvote 0

Read Answer Asked by Aiya on October 04, 2023

• GLOBAL X FDS (BOTZ $33.81)
  • $33.81 P/E (TTM): 47.28X Cap: $2.86B
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• KraneShares Global Carbon Strategy ETF (KRBN $30.92)
  • $30.92 Cap: $163M
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• Global X Uranium ETF (URA $39.44)
  • $39.44 P/E (TTM): 115.14X Cap: $4.01B
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• Sprott Uranium Miners ETF (URNM $48.26)
  • $48.26 P/E (TTM): 20.28X Cap: $1.61B
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Q: Hey Guys,

- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?

Thanks,
M

Upvote 0

Read Answer Asked by michael on October 03, 2023

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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• Uber Technologies Inc. (UBER $96.79)
  • $96.79 P/E (TTM): 16.5X Cap: $201.84B
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• Airbnb Inc. (ABNB $129.92)
  • $129.92 P/E (TTM): 31.72X Cap: $80.73B
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• Lumine Group Inc. (LMN $48.74)
  • $48.74 P/E (TTM): 176.19X Cap: $12.50B
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Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?

Thanks ,
Shane

Upvote 0

Read Answer Asked by Shane on October 02, 2023

• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.71B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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• Lumine Group Inc. (LMN $48.74)
  • $48.74 P/E (TTM): 176.19X Cap: $12.50B
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Q: Hi Team,
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks

Shane.

Upvote 0

Read Answer Asked by Shane on September 27, 2023

• Pet Valu Holdings Ltd. (PET $38.33)
  • $38.33 P/E (TTM): 27.72X Cap: $2.61B
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Q: Hi there, can you give an update on PET, why the large drop recently and your thoughts on initiating a position at these levels?

Thanks a lot!

Upvote 0

Read Answer Asked by Robert on September 26, 2023

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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• TerraVest Industries Inc. (TVK $144.32)
  • $144.32 Cap: $3.12B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
  • $119.88 P/E (TTM): 17.56X Cap: $1.42B
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• Perion Network Ltd (PERI $9.37)
  • $9.37 Cap: $421M
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• InMode Ltd. (INMD $14.81)
  • $14.81 Cap: $1.03B
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• Vertiv Holdings LLC Class A (VRT $125.97)
  • $125.97 P/E (TTM): 73.59X Cap: $48.10B
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Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.

Upvote 1

Read Answer Asked by Stephen R. on September 26, 2023

• Mondelez International Inc. (MDLZ $63.41)
  • $63.41 P/E (TTM): 23.05X Cap: $82.04B
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• Kenvue Inc. (KVUE $21.61)
  • $21.61 P/E (TTM): 38.62X Cap: $40.49B
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Q: MONDELEZ OR KENVUE WHICH ONE WOULD YOU TAKE FOR THE PRESENT AND FUTURE? ALSO, THE REASONS FOR PICKING THE ONE YOU DID?

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Read Answer Asked by Herbert on September 25, 2023

• Intel Corporation (INTC $24.80)
  • $24.80 Cap: $108.54B
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• QUALCOMM Incorporated (QCOM $158.01)
  • $158.01 P/E (TTM): 14.89X Cap: $170.49B
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• Advanced Micro Devices Inc. (AMD $167.76)
  • $167.76 P/E (TTM): 93.55X Cap: $272.24B
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Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC

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Read Answer Asked by John on September 22, 2023

• Plug Power Inc. (PLUG $1.68)
  • $1.68 Cap: $1.94B
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Q: Haven't seen a question on this since May, do we still consider this a good option for high growth?

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Read Answer Asked by Ashleigh on September 22, 2023

Q: Wondering what you guys think of Instacart, they have been in business for a number of years, and offer a service that could become quite popular.

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Read Answer Asked by Dorthy on September 22, 2023

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.76X Cap: $673.57B
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• Ulta Beauty Inc. (ULTA $529.50)
  • $529.50 P/E (TTM): 20.34X Cap: $23.79B
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• Super Micro Computer Inc. (SMCI $43.88)
  • $43.88 P/E (TTM): 23.12X Cap: $26.18B
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• Perion Network Ltd (PERI $9.37)
  • $9.37 Cap: $421M
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• InMode Ltd. (INMD $14.81)
  • $14.81 Cap: $1.03B
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• Lantheus Holdings Inc. (LNTH $58.21)
  • $58.21 P/E (TTM): 16.85X Cap: $3.95B
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Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.

Upvote 0

Read Answer Asked by Marco on September 22, 2023

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.24X Cap: $111.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
  • $27.30 P/E (TTM): 18.56X Cap: $643M
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• Ulta Beauty Inc. (ULTA $529.50)
  • $529.50 P/E (TTM): 20.34X Cap: $23.79B
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• Five Below Inc. (FIVE $141.81)
  • $141.81 P/E (TTM): 29.72X Cap: $7.80B
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• Old Dominion Freight Line Inc. (ODFL $159.13)
  • $159.13 P/E (TTM): 28.1X Cap: $31.57B
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• Heico Corporation (HEI $309.59)
  • $309.59 P/E (TTM): 71.73X Cap: $43.06B
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• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?

Upvote 1

Read Answer Asked on September 20, 2023

• Tesla Inc. (TSLA $340.01)
  • $340.01 P/E (TTM): 185.03X Cap: $1.09T
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Q: How does the stock look today for a long term investment? Any comments on their Dojo supercomputer and implications in the AI space.

Upvote 0

Read Answer Asked by Sal on September 19, 2023

• Evolus Inc. (EOLS $7.68)
  • $7.68 Cap: $496M
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Q: Hi,

What's your thoughts on this company at this time?

Thanks

Upvote 0

Read Answer Asked by Scott on September 18, 2023

• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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• Crocs Inc. (CROX $86.56)
  • $86.56 P/E (TTM): 22.47X Cap: $4.72B
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Q: Would rather hold BKNG or CROX right now?
Thanks

Upvote 0

Read Answer Asked by Neil on September 18, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
  • $119.88 P/E (TTM): 17.56X Cap: $1.42B
  • View HPS.A Profile
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Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?

Upvote 0

Read Answer Asked by JR on September 14, 2023

• Broadcom Inc. (AVGO $294.00)
  • $294.00 P/E (TTM): 108.46X Cap: $1.38T
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• UnitedHealth Group Incorporated (DE) (UNH $307.42)
  • $307.42 P/E (TTM): 12.7X Cap: $278.42B
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• Zoetis Inc. Class A (ZTS $156.62)
  • $156.62 P/E (TTM): 27.94X Cap: $69.41B
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• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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• Restaurant Brands International Inc. (QSR $87.61)
  • $87.61 P/E (TTM): 24.07X Cap: $39.84B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.95)
  • $50.95 P/E (TTM): 13.13X Cap: $5.72B
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• TMX Group Limited (X $55.93)
  • $55.93 P/E (TTM): 36.82X Cap: $15.55B
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• Domino's Pizza Inc (DPZ $450.99)
  • $450.99 P/E (TTM): 25.95X Cap: $15.31B
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• Pool Corporation (POOL $323.73)
  • $323.73 P/E (TTM): 28.42X Cap: $12.08B
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Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Upvote 0

Read Answer Asked by Regan on September 14, 2023

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• Nintendo Co (NTDOY)
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• NetEase Inc. (NTES $131.89)
  • $131.89 P/E (TTM): 20.63X Cap: $83.51B
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• Evolve Automobile Innovation Index Fund (CARS $24.33)
  • $24.33 P/E (TTM): 32.96X Cap: $19M
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• Evolve Cyber Security Index Fund (CYBR $55.25)
  • $55.25 P/E (TTM): 156.07X Cap: $154M
  • View CYBR Profile
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• Evolve E-Gaming Index ETF (HERO $47.83)
  • $47.83 P/E (TTM): 39.01X Cap: $22M
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• Li Auto Inc. (LI $24.06)
  • $24.06 P/E (TTM): 22.25X Cap: $25.46B
  • View LI Profile
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $23.75)
  • $23.75 Cap: $22.56B
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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• Evolve Innovation Index Fund (EDGE $43.32)
  • $43.32 P/E (TTM): 57.52X Cap: $38M
  • View EDGE Profile
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Q: thoughts about Evolve ETFs?

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Read Answer Asked by William on September 14, 2023