Investment Q&A

• Eaton Vance Enhance Equity Income Fund II (EOS $23.80)
  • $23.80 P/E (TTM): 48.63X Cap: $1.24B
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Q: Your opinion on Eos as far as risk, stable dividend, possible appreciation is appreciated.
Thanks James

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Read Answer Asked by JAMES on August 21, 2023

• Marathon Petroleum Corporation (MPC $164.38)
  • $164.38 P/E (TTM): 22.36X Cap: $49.45B
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Q: Marathon has been on a tear but recently it seems to have lost its momentum. I have noticed a number of analyst downgrades in last week. Is this reason for MPC's decline or are their other factors ie hurricane season that I'm not aware of. Would you still recommend it as a buy at this time. Thanks for your expertise

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Read Answer Asked by Ian on August 18, 2023

• Etsy Inc. (ETSY $63.49)
  • $63.49 P/E (TTM): 54.45X Cap: $6.43B
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Q: May we please have your updated analysis on this company's future prospects in terms of runway for growth. Any concerns about the balance sheet? Would you continue to hold?

Upvote 1

Read Answer Asked by Barbara on August 18, 2023

• MTY Food Group Inc. (MTY $39.47)
  • $39.47 P/E (TTM): 23.35X Cap: $901M
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• TerraVest Industries Inc. (TVK $141.07)
  • $141.07 P/E (TTM): 34.74X Cap: $3.05B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
  • $126.33 P/E (TTM): 19.05X Cap: $1.53B
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• XPEL Inc. (XPEL $37.78)
  • $37.78 P/E (TTM): 21.22X Cap: $1.04B
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• Inventronics Limited (IVX $0.73)
  • $0.73 P/E (TTM): 24.33X Cap: $3M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• OTC Markets Group Inc - Class A (OTCM $52.70)
  • $52.70 P/E (TTM): 22.63X Cap: $646M
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Q: COULD YOU SUGGEST 5 MICRO AND 5 SMALL CAP STOCKS YOU MIGHT HAVE YOUE EYE ON IN ORDER OF PREFERENCE FOR CANADA AND US
THANKS
JEFF

Upvote 1

Read Answer Asked by JEFF on August 18, 2023

• Super Micro Computer Inc. (SMCI $43.24)
  • $43.24 P/E (TTM): 24.79X Cap: $27.37B
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Q: did well with SMCI;
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave

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Read Answer Asked by david on August 18, 2023

• CVS Health Corporation (CVS $70.97)
  • $70.97 P/E (TTM): 19.14X Cap: $88.99B
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Q: I would appreciate you comments about the latest news from Blue Cross in California. Will obviously hurt CVS. Time to get out.

Thanks

Dave.

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Read Answer Asked by David on August 18, 2023

• Netflix Inc. (NFLX $1,214.15)
  • $1,214.15 P/E (TTM): 52.79X Cap: $529.07B
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• The Walt Disney Company (DIS $116.27)
  • $116.27 P/E (TTM): 23.55X Cap: $209.54B
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Q: Been watching this for a while. How would you evaluate this, are you a buyer here, or is this another show me turnaround play?

Upvote 1

Read Answer Asked by Chris on August 18, 2023

• V.F. Corporation (VFC $13.11)
  • $13.11 Cap: $5.12B
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Q: Can I please have your view on VFC. Buy , Hold or Sell?

Upvote 1

Read Answer Asked by John on August 18, 2023

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Garmin Ltd. (Switzerland) (GRMN $233.45)
  • $233.45 P/E (TTM): 28.68X Cap: $44.77B
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• Booking Holdings Inc. (BKNG $5,584.08)
  • $5,584.08 P/E (TTM): 38.02X Cap: $179.29B
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• Lowe's Companies Inc. (LOW $256.36)
  • $256.36 P/E (TTM): 20.85X Cap: $140.60B
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• Ulta Beauty Inc. (ULTA $516.55)
  • $516.55 P/E (TTM): 20.38X Cap: $23.23B
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Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

Upvote 0

Read Answer Asked by gary on August 18, 2023

• Palo Alto Networks Inc. (PANW $181.56)
  • $181.56 P/E (TTM): 101.19X Cap: $117.47B
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Q: What do you make of Panw announcing earnings on a Friday. The consensus seems to be bad news is in store. Thanks.

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Read Answer Asked by Jason on August 18, 2023

• Mitek Systems Inc. (MITK $10.12)
  • $10.12 P/E (TTM): 30.21X Cap: $461M
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Q: Hi 5i
I see Mitek has taken a significant drop today.
Any news that you’re aware of ?
Thx
Gerry

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Read Answer Asked by Gerry on August 17, 2023

• SolarEdge Technologies Inc. (SEDG $31.99)
  • $31.99 Cap: $1.89B
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Q: May we please have your updated analysis on this company and its future growth prospects. Any explanation for the recent plunge in share price? Any concerns about the balance sheet? Would you continue to hold?

Upvote 0

Read Answer Asked by Barbara on August 17, 2023

• Edison International (EIX $56.35)
  • $56.35 P/E (TTM): 8.14X Cap: $21.40B
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• PPL Corporation (PPL $36.73)
  • $36.73 P/E (TTM): 27.3X Cap: $26.80B
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• Southern Company (The) (SO $94.18)
  • $94.18 P/E (TTM): 24.31X Cap: $102.13B
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• Williams Companies Inc. (The) (WMB $56.57)
  • $56.57 P/E (TTM): 30.89X Cap: $69.02B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.54)
  • $34.54 Cap: $22.72B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.91)
  • $24.91 Cap: $16.36B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.56)
  • $46.56 Cap: $17.41B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $33.57)
  • $33.57 Cap: $12.61B
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• Constellation Energy Corporation (CEG $317.24)
  • $317.24 P/E (TTM): 33.95X Cap: $100.83B
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Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

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Read Answer Asked by Stephen on August 17, 2023

• Target Corporation (TGT $105.36)
  • $105.36 P/E (TTM): 11.31X Cap: $47.68B
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Q: With the expected downturn in profits and the problems on social media should I take my 300% increase and run or wait it out? Meanwhile it has been going up $4.00, $2.00 etc almost daily and I hesitate to let it go.

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Read Answer Asked by STANLEY on August 17, 2023

• Arhaus Inc. (ARHS $12.57)
  • $12.57 P/E (TTM): 25.6X Cap: $1.80B
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Q: Is the news from yesterday of a large stockholder selling out completely a reflection of the company's future outlook? Do you think the stock remains in the doghouse for the next quarter? This year? Does it make sense to book a loss now and rethink in the future? How do you view its prospects and valuation after today's price change?
Regards

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Read Answer Asked by Rajiv on August 17, 2023

• Hawaiian Electric Industries Inc. (HE $11.45)
  • $11.45 Cap: $1.98B
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Q: Is this company oversold based on current events? Would you feel comfortable taking a position in this?

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Read Answer Asked by Craig on August 17, 2023

• Costco Wholesale Corporation (COST $980.85)
  • $980.85 P/E (TTM): 56.78X Cap: $434.31B
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Q: how does costco's valuation today compare with in the past? I always feel like it's expensive but maybe it's time to get in. Thoughts?

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Read Answer Asked by Eugene on August 17, 2023

• AbCellera Biologics Inc. (ABCL $4.29)
  • $4.29 Cap: $1.26B
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Q: Hello,
What do you think about Abcellera Biologics ? Is it a risky investment ? Is there any good chance to recover ?
Thanks

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Read Answer Asked by Nancy on August 17, 2023

• InMode Ltd. (INMD $14.18)
  • $14.18 Cap: $995M
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Q: Why has InMode fallen like a rock of late? basically given up all its gains since it great q2 results.
Thanks

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Read Answer Asked by Scott on August 17, 2023

• American Express Company (AXP $306.10)
  • $306.10 P/E (TTM): 21.45X Cap: $213.67B
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• Mastercard Incorporated (MA $585.51)
  • $585.51 P/E (TTM): 39.22X Cap: $528.06B
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• Visa Inc. (V $342.45)
  • $342.45 P/E (TTM): 33.64X Cap: $664.89B
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Q: Hello, it would seem that AXP has experienced a pullback and looks undervalued compared to its peers. Would you consider AXP a buy over MA and/or V ?

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Read Answer Asked by Robbie on August 17, 2023