Investment Q&A

Q: C.PR.J I'm thinking of repurchasing these preferred shares as the were sold by Citigroup on me recently. Do you know when the next opportunity for Citigroup is to retire these shares is? really like the div. on these shares but having them sold on me not so much. What do you think of these preferred shares?
Thanks

Upvote 1

Read Answer Asked by Mark on January 08, 2024

• Altria Group Inc. (MO $65.82)
  • $65.82 P/E (TTM): 12.74X Cap: $110.57B
  • View MO Profile
  • View Questions on MO

Q: Good Morning,

I have held MO for a couple of years now and am down 20%. It pays a good dividend. Is the income relatively safe and secure? Will the price rebound and possibly grow?
Your thoughts would be most appreciated.

Upvote 2

Read Answer Asked by Dave on January 08, 2024

Q: What are your views on ftco.us .Thanks Phil

Upvote 1

Read Answer Asked by philip on January 08, 2024

• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
  • View NVDA Profile
  • View Questions on NVDA

Q: Good afternoon 5i
I have noticed that recently you have been recommending stocks like Nvdia as having the possibility of short term growth. I have sold call options on Nvidia on a regular basis but wonder if I might be better holding off on this strategy for a time, beause of the possibility of short term growth you mentionned. I do only sell a small portion of my Nvidia for options and keep some in reserve, so I will not completely miss an upside move. But, still we hate to see the stock move well above the strike price. How do you approach a situation like this?
thanks

Upvote 2

Read Answer Asked by joseph on January 08, 2024

• Pinterest Inc. Class A (PINS $35.78)
  • $35.78 P/E (TTM): 12.78X Cap: $24.32B
  • View PINS Profile
  • View Questions on PINS

Q: PINS was included in a question asked on Jan 1 but could you give an updated answer on PINS specifically? Thanks so much!

Upvote 1

Read Answer Asked by patricia on January 08, 2024

Q: This preferred share just auto sold close to half of what I own? Your help is appreciated!

Upvote 1

Read Answer Asked by Mark on January 06, 2024

• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 35.14X Cap: $3.43T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
  • View AMZN Profile
  • View Questions on AMZN
• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.14X Cap: $3.86T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
  • View NVDA Profile
  • View Questions on NVDA

Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?

Upvote 17

Read Answer Asked by Martin on January 05, 2024

• Intel Corporation (INTC $24.56)
  • $24.56 Cap: $107.49B
  • View INTC Profile
  • View Questions on INTC
• Texas Instruments Incorporated (TXN $194.57)
  • $194.57 P/E (TTM): 35.57X Cap: $176.89B
  • View TXN Profile
  • View Questions on TXN
• Spirit Aerosystems Holdings Inc. (SPR $41.08)
  • $41.08 Cap: $4.79B
  • View SPR Profile
  • View Questions on SPR
• Transdigm Group Incorporated (TDG $1,387.88)
  • $1,387.88 P/E (TTM): 46.82X Cap: $78.20B
  • View TDG Profile
  • View Questions on TDG
• GSI Technology Inc. (GSIT $3.19)
  • $3.19 Cap: $91M
  • View GSIT Profile
  • View Questions on GSIT
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $238.88)
  • $238.88 P/E (TTM): 32.06X Cap: $1.23T
  • View TSM Profile
  • View Questions on TSM
• Heico Corporation (HEI $307.91)
  • $307.91 P/E (TTM): 71.77X Cap: $42.83B
  • View HEI Profile
  • View Questions on HEI
• RTX Corporation (RTX $154.09)
  • $154.09 P/E (TTM): 33.87X Cap: $206.25B
  • View RTX Profile
  • View Questions on RTX

Q: Would these be good candidates for a TFSA ?

Upvote 3

Read Answer Asked by Robert on January 05, 2024

• The Walt Disney Company (DIS $115.39)
  • $115.39 P/E (TTM): 23.55X Cap: $207.46B
  • View DIS Profile
  • View Questions on DIS
• Crocs Inc. (CROX $84.70)
  • $84.70 P/E (TTM): 22.71X Cap: $4.62B
  • View CROX Profile
  • View Questions on CROX

Q: Would you prefer DIS or CROX is the consumer space?

Upvote 4

Read Answer Asked by Mike on January 05, 2024

• Tutor Perini Corporation (TPC $56.75)
  • $56.75 Cap: $2.99B
  • View TPC Profile
  • View Questions on TPC

Q: What are your thoughts on Tutor Perini (TPC)? Does it have potential as a play on the US infrastructure theme? Are there other small caps you’d prefer in the same space? Thanks.

Upvote 2

Read Answer Asked by Brian on January 05, 2024

• Diana Shipping inc. (DSX $1.55)
  • $1.55 Cap: $179M
  • View DSX Profile
  • View Questions on DSX

Q: Peter and His Wonder Team
I realize shipping stocks are cyclical...Not sure if the wars or new supply chains are a positive or negative. What I mean is they could charge higher rates if there is risk involved. In any event I have held this stock for too many years and am even. However at this point it appears to be "dead-money"...if you know what I mean. Can you see any reason to be patient for a few more quarters? Thanks as always...your opinion is always a voice of reason!

Upvote 2

Read Answer Asked by Ernest on January 05, 2024

• Keysight Technologies Inc. (KEYS $163.40)
  • $163.40 P/E (TTM): 38.27X Cap: $28.12B
  • View KEYS Profile
  • View Questions on KEYS

Q: What are your current thoughts on KEYS? I'm up 55% and thinking of buying some more, maybe increase my overall weighting to 5%. The latest numbers seem positive and I like that they are getting involved on EV battery testing and charging. EV battery charging seems to be a problem if you don't drive a Tesla. Probably would need to sell some NVDA to raise the USD which is not ideal but of course our NVDA weighting is too high. Also is KEYS an Industrial Company? Any thoughts you have would be appreciated.
Jim

Upvote 2

Read Answer Asked by James on January 05, 2024

• Annaly Capital Management Inc. (NLY $20.83)
  • $20.83 P/E (TTM): 23.4X Cap: $13.37B
  • View NLY Profile
  • View Questions on NLY

Q: Just curious on your take on nly. The dividend is attractive and US housing seems less perilous than Canada.

Upvote 1

Read Answer Asked by Robert on January 05, 2024

• Sprouts Farmers Market Inc. (SFM $145.64)
  • $145.64 P/E (TTM): 32.8X Cap: $14.23B
  • View SFM Profile
  • View Questions on SFM

Q: Could I get your thoughts on SFM, please? It's been trending up but analysts seem quite negative about it. Thanks.

Upvote 1

Read Answer Asked by Stefan on January 05, 2024

• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 35.14X Cap: $3.43T
  • View AAPL Profile
  • View Questions on AAPL

Q: your opinion on apple

Upvote 7

Read Answer Asked by Fooklin on January 04, 2024

• Rekor Systems Inc. (REKR $1.08)
  • $1.08 Cap: $140M
  • View REKR Profile
  • View Questions on REKR

Q: Hello 5i
Could I have your assessment of Rekor systems please?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on January 04, 2024

• Horizons Cdn Insider Index ETF (HII $14.35)
  • $14.35 P/E (TTM): 12.9X
  • View HII Profile
  • View Questions on HII

Q: You recently responded to a request for defense companies with six suggestions. How would you view Huntington Ingalls against this group?

Thanks very much

Mike

Upvote 1

Read Answer Asked by Michael on January 04, 2024

• Equinix Inc. (EQIX $781.31)
  • $781.31 P/E (TTM): 76.9X Cap: $76.46B
  • View EQIX Profile
  • View Questions on EQIX
• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 24.79X Cap: $27.07B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $133.07)
  • $133.07 P/E (TTM): 77.37X Cap: $50.81B
  • View VRT Profile
  • View Questions on VRT

Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year

Upvote 2

Read Answer Asked by Martin on January 04, 2024

Q: Your thoughts on this company? Is it a buy, sell or hold?

Upvote 3

Read Answer Asked by Charles on January 04, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $45.56)
  • $45.56 P/E (TTM): 39.94X Cap: $37M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.07)
  • $76.07 P/E (TTM): 1.27X Cap: $638M
  • View XIT Profile
  • View Questions on XIT
• Technology Select Sector SPDR ETF (XLK $265.70)
  • $265.70 P/E (TTM): 83.21X Cap: $84.93B
  • View XLK Profile
  • View Questions on XLK
• Blockchain Technologies ETF (HBLK $20.52)
  • $20.52 P/E (TTM): 16.08X Cap: $25M
  • View HBLK Profile
  • View Questions on HBLK
• Communication Services Select Sector SPDR Fund (XLC $111.48)
  • $111.48 P/E (TTM): 32.18X Cap: $28.92B
  • View XLC Profile
  • View Questions on XLC
• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
  • View BKCH Profile
  • View Questions on BKCH
• TD Global Technology Leaders Index ETF (TEC $49.88)
  • $49.88 P/E (TTM): 52.94X Cap: $3.24B
  • View TEC Profile
  • View Questions on TEC
• SPDR Dow Jones Industrial Average ETF (DIA $449.53)
  • $449.53 P/E (TTM): 41.17X Cap: $39.37B
  • View DIA Profile
  • View Questions on DIA

Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you

Upvote 3

Read Answer Asked by Don on January 04, 2024