Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $372.81)
  • $372.81 P/E (TTM): 19.77X Cap: $14.31B
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• iShares S&P/TSX SmallCap Index ETF (XCS $37.55)
  • $37.55 P/E (TTM): 15.16X Cap: $263M
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• Vanguard Small Cap Growth ETF (VBK $346.86)
  • $346.86 P/E (TTM): 23.17X Cap: $21.71B
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• ISHARES TRUST (IJT $163.00)
  • $163.00 P/E (TTM): 19.17X Cap: $7.41B
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Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024

• Ulta Beauty Inc. (ULTA $511.98)
  • $511.98 P/E (TTM): 20.34X Cap: $22.72B
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Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!

Upvote 6

Read Answer Asked by Kim on July 25, 2024

• Constellation Energy Corporation (CEG $299.69)
  • $299.69 P/E (TTM): 41.03X Cap: $95.13B
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Q: What's going on with CEG lately? Any news regarding the recent drop?

Upvote 2

Read Answer Asked by Max on July 25, 2024

• Alphabet Inc. (GOOG $386.77)
  • $386.77 P/E (TTM): 36.73X Cap: $4.85T
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• General Dynamics Corporation (GD $344.03)
  • $344.03 P/E (TTM): 22.43X Cap: $93.71B
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• Roper Technologies Inc. (ROP $328.80)
  • $328.80 P/E (TTM): 24.18X Cap: $34.64B
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• The Trade Desk Inc. (TTD $21.52)
  • $21.52 P/E (TTM): 25.64X Cap: $10.85B
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 5

Read Answer Asked by andre on July 24, 2024

• Alphabet Inc. (GOOG $386.77)
  • $386.77 P/E (TTM): 36.73X Cap: $4.85T
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Q: Can you comment on Google earnings? Thank-you.

Upvote 9

Read Answer Asked by Alex on July 24, 2024

• Philip Morris International Inc (PM $182.11)
  • $182.11 P/E (TTM): 23.55X Cap: $266.49B
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• Constellation Brands Inc. (STZ $142.41)
  • $142.41 P/E (TTM): 15.42X Cap: $25.52B
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• Brown Forman Inc Class B (BF.B $26.83)
  • $26.83 P/E (TTM): 16.09X Cap: $13B
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• Diageo plc (DEO $82.01)
  • $82.01 P/E (TTM): 19.6X Cap: $46.86B
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Philip Morris International Inc (PM $182.11)
  • $182.11 P/E (TTM): 23.55X Cap: $266.49B
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• Enbridge Inc. (ENB $74.48)
  • $74.48 P/E (TTM): 22.36X Cap: $160.03B
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• Canadian Natural Resources Limited (CNQ $61.76)
  • $61.76 P/E (TTM): 11.78X Cap: $127.01B
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• Ares Management Corporation Class A (ARES $124.61)
  • $124.61 P/E (TTM): 73.83X Cap: $41.10B
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• British American Tobacco p.l.c. (BTI $60.44)
  • $60.44 P/E (TTM): 31.38X Cap: $126.92B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.82)
  • $66.82 P/E (TTM): 32.76X Cap: $111.41B
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Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Upvote 9

Read Answer Asked by Danny on July 24, 2024

• Vertiv Holdings LLC Class A (VRT $367.92)
  • $367.92 P/E (TTM): 99.7X Cap: $130.58B
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Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?

Thank-you.

Upvote 10

Read Answer Asked by Alex on July 24, 2024

• State Street SPDR S&P 500 ETF Trust (SPY $739.30)
  • $739.30 P/E (TTM): 25.73X Cap: $757.85B
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Q: CRTC NYSE Arca/US Xtrackers US National Critical Technologies ETF.

What's your opinion on this one buy or not?

Holdings seem similar to other ETF's I hold.

Thank you.

Upvote 1

Read Answer Asked by Ross on July 24, 2024

• United Parcel Service Inc. (UPS $100.00)
  • $100.00 P/E (TTM): 15.36X Cap: $85.66B
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Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?

Upvote 4

Read Answer Asked by Martin on July 24, 2024

Q: SHLD NYSE Arca/US Global X Defense Tech ETF

What's your opinion on this one, buy or not?

Has some unusual holdings.

Thank you.

Upvote 3

Read Answer Asked by Ross on July 24, 2024

• Medpace Holdings Inc. (MEDP $417.29)
  • $417.29 P/E (TTM): 27.71X Cap: $12.10B
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Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.

Thanks,

Upvote 3

Read Answer Asked by Adam on July 23, 2024

• The Walt Disney Company (DIS $104.72)
  • $104.72 P/E (TTM): 15.91X Cap: $187.57B
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• Alight Inc. Class A (ALIT $0.83)
  • $0.83 Cap: $502M
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• DraftKings Inc. (DKNG $24.51)
  • $24.51 Cap: $12.65B
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• Celsius Holdings Inc. (CELH $30.64)
  • $30.64 P/E (TTM): 129.16X Cap: $8.25B
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• JFrog Ltd. (FROG $69.01)
  • $69.01 Cap: $6.51B
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• Affirm Holdings Inc. (AFRM $66.45)
  • $66.45 P/E (TTM): 77.12X Cap: $21.43B
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• Coupang Inc. Class A (CPNG $16.13)
  • $16.13 P/E (TTM): 154.36X Cap: $30.48B
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• SoFi Technologies Inc. (SOFI $16.26)
  • $16.26 P/E (TTM): 41.45X Cap: $20.20B
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Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"

Upvote 3

Read Answer Asked by Esther on July 23, 2024

Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 23, 2024

• lululemon athletica inc. (LULU $126.34)
  • $126.34 P/E (TTM): 9.89X Cap: $14.49B
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• EQB Inc. (EQB $117.82)
  • $117.82 P/E (TTM): 20.27X Cap: $4.43B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $328.95)
  • $328.95 P/E (TTM): 51.26X Cap: $3.70B
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• Crocs Inc. (CROX $100.42)
  • $100.42 Cap: $5.14B
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• Vertiv Holdings LLC Class A (VRT $367.92)
  • $367.92 P/E (TTM): 99.7X Cap: $130.58B
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• Celsius Holdings Inc. (CELH $30.64)
  • $30.64 P/E (TTM): 129.16X Cap: $8.25B
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• Propel Holdings Inc. (PRL $22.46)
  • $22.46 P/E (TTM): 11.95X Cap: $924M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.32)
  • $63.32 P/E (TTM): 86.14X Cap: $144.02B
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Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane

Upvote 9

Read Answer Asked by Shane on July 23, 2024

Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.

Upvote 1

Read Answer Asked by Robert on July 23, 2024

Q: YAMCF is Yamaha and was recommended recently on Market Call. I have been watching and it seems to be doing fairly well. It also has another name YAMHF still representing Yamaha. Can you give me your take on Yamaha. SMR was one you had talked about some time ago and is on my 5i Watchlist. It has dropped off considerably. Would you have an update on it?

Upvote 1

Read Answer Asked by Dennis on July 23, 2024

• Applied Materials Inc. (AMAT $443.62)
  • $443.62 P/E (TTM): 44.57X Cap: $345.56B
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• Broadcom Inc. (AVGO $428.43)
  • $428.43 P/E (TTM): 83.82X Cap: $2.03T
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• Micron Technology Inc. (MU $795.33)
  • $795.33 P/E (TTM): 35.26X Cap: $842.20B
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• QUALCOMM Incorporated (QCOM $237.53)
  • $237.53 P/E (TTM): 44.17X Cap: $230.92B
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• Atlassian Corporation (TEAM $87.31)
  • $87.31 Cap: $23.24B
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• ON Semiconductor Corporation (ON $107.24)
  • $107.24 P/E (TTM): 355.86X Cap: $40.44B
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• Arista Networks Inc. (ANET $136.43)
  • $136.43 P/E (TTM): 51.55X Cap: $178.51B
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• Marvell Technology Inc. (MRVL $170.84)
  • $170.84 P/E (TTM): 55.42X Cap: $148.77B
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• Super Micro Computer Inc. (SMCI $33.52)
  • $33.52 P/E (TTM): 26.01X Cap: $21.18B
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• Dell Technologies Inc. Class C (DELL $247.04)
  • $247.04 P/E (TTM): 30.01X Cap: $169.18B
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• Vertiv Holdings LLC Class A (VRT $367.92)
  • $367.92 P/E (TTM): 99.7X Cap: $130.58B
  • View VRT Profile
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• Infineon Technologies AG ADR (IFNNY $72.60)
  • $72.60 P/E (TTM): 64.54X Cap: $95.69B
  • View IFNNY Profile
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Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM

Upvote 5

Read Answer Asked by Brian on July 23, 2024

• Vertiv Holdings LLC Class A (VRT $367.92)
  • $367.92 P/E (TTM): 99.7X Cap: $130.58B
  • View VRT Profile
  • View Questions on VRT

Q: Dear Peter et al:

I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.

The question is two fold:

1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?

2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?

3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?

Many thanks in advance.

Upvote 6

Read Answer Asked by Savalai on July 23, 2024

• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
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• Eli Lilly and Company (LLY $966.99)
  • $966.99 P/E (TTM): 41.33X Cap: $893.19B
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• Uber Technologies Inc. (UBER $76.15)
  • $76.15 P/E (TTM): 15.95X Cap: $153.58B
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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