Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.90)
  • $164.90 P/E (TTM): 24.58X Cap: $1.92B
  • View HPS.A Profile
  • View Questions on HPS.A
• WESCO International Inc. (WCC $270.01)
  • $270.01 P/E (TTM): 20.68X Cap: $13.01B
  • View WCC Profile
  • View Questions on WCC
• Bel Fuse Inc (BELFB $184.69)
  • $184.69 P/E (TTM): 44.7X Cap: $2.04B
  • View BELFB Profile
  • View Questions on BELFB
• EMCOR Group Inc. (EME $644.85)
  • $644.85 P/E (TTM): 26.2X Cap: $28.12B
  • View EME Profile
  • View Questions on EME
• SPX Technologies Inc. (SPXC $211.08)
  • $211.08 P/E (TTM): 44.44X Cap: $10.39B
  • View SPXC Profile
  • View Questions on SPXC

Q: Are there US listed companies doing similar work to Hammond Power Solutions
Thank You

Upvote 4

Read Answer Asked by Peter on November 28, 2023

• Eaton Corporation PLC (ETN $324.00)
  • $324.00 P/E (TTM): 32.27X Cap: $124.51B
  • View ETN Profile
  • View Questions on ETN
• WESCO International Inc. (WCC $270.01)
  • $270.01 P/E (TTM): 20.68X Cap: $13.01B
  • View WCC Profile
  • View Questions on WCC

Q: Can I please have your thoughts and analysis on Eaton and Wesco. Would you consider both a buy at this time? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on November 28, 2023

• SolarEdge Technologies Inc. (SEDG $31.24)
  • $31.24 Cap: $1.80B
  • View SEDG Profile
  • View Questions on SEDG
• Enphase Energy Inc. (ENPH $34.76)
  • $34.76 P/E (TTM): 23.76X Cap: $4.63B
  • View ENPH Profile
  • View Questions on ENPH
• Blink Charging Co. (BLNK $0.76)
  • $0.76 Cap: $110M
  • View BLNK Profile
  • View Questions on BLNK

Q: Do you think Blink looks interesting at these levels for a long term hold? Anything to do with the EV industry has been beaten up but sales are going to inevitably increase. Are you aware which business currently has a stranglehold on the home EV charging ports?
Thanks

Upvote 2

Read Answer Asked by Curtis on November 27, 2023

• Apple Inc. (AAPL $258.58)
  • $258.58 P/E (TTM): 34.9X Cap: $3.82T
  • View AAPL Profile
  • View Questions on AAPL
• Vanguard S&P 500 Index ETF (VFV $171.75)
  • $171.75 P/E (TTM): 26.41X Cap: $28.24B
  • View VFV Profile
  • View Questions on VFV
• Berkshire Hathaway Inc. (BRK.B $496.97)
  • $496.97 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Recently a question response included something to the effect that "the Berkshire basket of companies are higher quality than the entire market". I couldn't find the exact answer but I have pondered it a lot!

Would BRK.B be "higher quality" than VFV? I currently hold a decent amount of VFV and a tiny bit of BRK.B. It feels like all "the rules/norms" have been discarded for last several years but for next 5 -10 years which would you favor?

Thanks!

Upvote 9

Read Answer Asked by Marilou on November 27, 2023

• Intuitive Surgical Inc. (ISRG $584.80)
  • $584.80 P/E (TTM): 78.24X Cap: $207.40B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $222.38)
  • $222.38 P/E (TTM): 178.18X Cap: $396.12B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,079.99)
  • $1,079.99 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $111.82)
  • $111.82 P/E (TTM): 14.36X Cap: $275.47B
  • View MRK Profile
  • View Questions on MRK
• Stryker Corporation (SYK $370.28)
  • $370.28 P/E (TTM): 48.32X Cap: $140.42B
  • View SYK Profile
  • View Questions on SYK

Q: Good morning and happy thanksgiving even though it is not ours!

I am looking to invest in healthcare for a registered account(RESP). Could you please provide me with your recommendations.

I would also request two other stocks outside health/finance and energy, perhaps info tech/cons staples for the same account

TIA

Peter

Upvote 6

Read Answer Asked by Peter on November 27, 2023

• Intuitive Surgical Inc. (ISRG $584.80)
  • $584.80 P/E (TTM): 78.24X Cap: $207.40B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $222.38)
  • $222.38 P/E (TTM): 178.18X Cap: $396.12B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,079.99)
  • $1,079.99 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• Savaria Corporation (SIS $23.89)
  • $23.89 P/E (TTM): 26.97X Cap: $1.67B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• WELL Health Technologies Corp. (WELL $4.21)
  • $4.21 Cap: $1.04B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• DexCom Inc. (DXCM $67.28)
  • $67.28 P/E (TTM): 39.16X Cap: $26.68B
  • View DXCM Profile
  • View Questions on DXCM
• InMode Ltd. (INMD $14.33)
  • $14.33 Cap: $991M
  • View INMD Profile
  • View Questions on INMD
• Stryker Corp 1.000% Notes 2031 (SYK.31)
  • View SYK.31 Profile
  • View Questions on SYK.31
• Lantheus Holdings Inc. (LNTH $66.95)
  • $66.95 P/E (TTM): 29.27X Cap: $4.49B
  • View LNTH Profile
  • View Questions on LNTH

Q: I sold LNTH 30 days ago to harvest the tax loss. I am looking for one more name to fill my healthcare allotment. I currently own ABBV, ISRG, WELL and SIS. Which do you like best between LNTH, DXCM and INMD, which are three names that you have been highlighting over the past several months? I am looking for potentially higher growth and am willing to take on the additional risk. Any other name(s) would certainly be welcome.

Appreciate your insight.

Paul F.

Upvote 4

Read Answer Asked by Paul on November 27, 2023

• Devon Energy Corporation (DVN $36.00)
  • $36.00 P/E (TTM): 8.11X Cap: $22.63B
  • View DVN Profile
  • View Questions on DVN
• Coterra Energy Inc (CTRA $24.86)
  • $24.86 P/E (TTM): 11.65X Cap: $236M
  • View CTRA Profile
  • View Questions on CTRA

Q: Given the recent softening in the US energy market what are your thoughts on acquiring some producers with attractive dividend yields? For example, DVN or CTRA. Also, what are your thoughts on oil-heavy vs gas-oriented producers? Thanks.

Upvote 1

Read Answer Asked by Stefan on November 27, 2023

• Medtronic plc. (MDT $97.79)
  • $97.79 P/E (TTM): 26.96X Cap: $126.52B
  • View MDT Profile
  • View Questions on MDT
• Stryker Corporation (SYK $370.28)
  • $370.28 P/E (TTM): 48.32X Cap: $140.42B
  • View SYK Profile
  • View Questions on SYK

Q: Good morning,
Wanting to sell Medtronic to realize a tax loss benefit, would Stryker be a good proxy to hold in the interim? Is there a better-aligned alternative?
Thank you as always...

Upvote 4

Read Answer Asked by Warren on November 27, 2023

Q: AIM:US Can you tell me what you think of the stock AIM Immuno Tech Inc, the CEO, the insider buying and their portfolio of therapeutics. I know it's high risk but bought some along time ago and its just sitting in my portfolio. Thanks.

Upvote 1

Read Answer Asked by James on November 27, 2023

• Home Depot Inc. (The) (HD $372.92)
  • $372.92 P/E (TTM): 23.81X Cap: $357.94B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $265.60)
  • $265.60 P/E (TTM): 20.46X Cap: $143.72B
  • View LOW Profile
  • View Questions on LOW
• McDonald's Corporation (MCD $307.16)
  • $307.16 P/E (TTM): 25.95X Cap: $219.97B
  • View MCD Profile
  • View Questions on MCD
• Dollarama Inc. (DOL $200.00)
  • $200.00 P/E (TTM): 42.04X Cap: $54.57B
  • View DOL Profile
  • View Questions on DOL

Q: According to your third party profile on DOL the ROE is 1,534.15%. Is that correct? If so why and if not what is the ROE. Thanks

Upvote 12

Read Answer Asked by Cheryl on November 27, 2023

• DISH Network Corporation (DISH)
  • View DISH Profile
  • View Questions on DISH

Q: Can we expect any improvement in the prospects of the company with with the envisaged changes.

Thanks

Thomas

Upvote 3

Read Answer Asked by Thomas on November 24, 2023

• AbbVie Inc. (ABBV $222.38)
  • $222.38 P/E (TTM): 178.18X Cap: $396.12B
  • View ABBV Profile
  • View Questions on ABBV
• Danaher Corporation (DHR $237.38)
  • $237.38 P/E (TTM): 48.47X Cap: $165.99B
  • View DHR Profile
  • View Questions on DHR
• Eli Lilly and Company (LLY $1,079.99)
  • $1,079.99 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• Zoetis Inc. Class A (ZTS $128.25)
  • $128.25 P/E (TTM): 21.16X Cap: $55.90B
  • View ZTS Profile
  • View Questions on ZTS
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.32)
  • $72.32 P/E (TTM): 26.68X Cap: $577M
  • View XHC Profile
  • View Questions on XHC
• WELL Health Technologies Corp. (WELL $4.21)
  • $4.21 Cap: $1.04B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.

Upvote 9

Read Answer Asked by Colin on November 24, 2023

• Booking Holdings Inc. (BKNG $5,440.75)
  • $5,440.75 P/E (TTM): 35.47X Cap: $175.51B
  • View BKNG Profile
  • View Questions on BKNG
• Crocs Inc. (CROX $85.28)
  • $85.28 P/E (TTM): 27.85X Cap: $4.49B
  • View CROX Profile
  • View Questions on CROX

Q: CROX is having a nice bounce back from its lows. Should I stick with it or switch to BKNG?
Thanks,
Neil

Upvote 5

Read Answer Asked by Neil on November 24, 2023

• The Vita Coco Company Inc. (COCO $55.56)
  • $55.56 P/E (TTM): 47.15X Cap: $3.04B
  • View COCO Profile
  • View Questions on COCO

Q: Hi 5i,
Can I please ask your opinion in the Vita Coco Company as a consumer business with a potentially long term runway?

Thank you!

Upvote 2

Read Answer Asked by Greg on November 24, 2023

• ATS Corporation (ATS $39.86)
  • $39.86 Cap: $3.85B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Vertiv Holdings LLC Class A (VRT $162.38)
  • $162.38 P/E (TTM): 64.73X Cap: $61.47B
  • View VRT Profile
  • View Questions on VRT

Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.

Upvote 7

Read Answer Asked by Cheryl on November 24, 2023

• Eli Lilly and Company (LLY $1,079.99)
  • $1,079.99 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $59.03)
  • $59.03 P/E (TTM): 15.98X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• Arrowhead Pharmaceuticals Inc. (ARWR $63.68)
  • $63.68 Cap: $8.82B
  • View ARWR Profile
  • View Questions on ARWR
• BridgeBio Pharma Inc. (BBIO $77.08)
  • $77.08 Cap: $14.22B
  • View BBIO Profile
  • View Questions on BBIO

Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?

Thank you, Mike

Mike

Upvote 1

Read Answer Asked by Michael on November 24, 2023

• Apple Inc. (AAPL $258.58)
  • $258.58 P/E (TTM): 34.9X Cap: $3.82T
  • View AAPL Profile
  • View Questions on AAPL
• Microsoft Corporation (MSFT $476.29)
  • $476.29 P/E (TTM): 34.39X Cap: $3.55T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $184.93)
  • $184.93 P/E (TTM): 46.93X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Ford Motor Company (F $14.16)
  • $14.16 P/E (TTM): 11.84X Cap: $57.37B
  • View F Profile
  • View Questions on F
• Magna International Inc. (MG $77.94)
  • $77.94 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Advanced Micro Devices Inc. (AMD $204.89)
  • $204.89 P/E (TTM): 104.38X Cap: $333.22B
  • View AMD Profile
  • View Questions on AMD

Q: Hello 5i,
I am considering to let go of Ford and Magna as I don't see an EV catalyst for Ford and I am not sure about Magna since the Apple car rumour has disappeared !!!!
If I was to sell both, I like to add to one of the other tech companies ( listed above). On an evaluation basis which one is cheaper and that it has the forward momentum to excel in terms of their existing products and AI?
Thanks
Carlo

Upvote 9

Read Answer Asked by Carlo on November 24, 2023

• Easterly Government Properties Inc. (DEA $22.32)
  • $22.32 P/E (TTM): 72.27X Cap: $1.04B
  • View DEA Profile
  • View Questions on DEA

Q: What is your current view on DEA:US? Is it likely that it's bottomed?
Would AD.un be a superior choice for growth?
Note: I realize this is a "two-fer" sort of question given the differences between the two... Thanx!

Upvote 1

Read Answer Asked by David on November 24, 2023

• Evolve NASDAQ Technology Index Fund (QQQT $40.93)
  • $40.93 P/E (TTM): 40.63X Cap: $103M
  • View QQQT Profile
  • View Questions on QQQT

Q: I have been investigating a fairly new ETF, namely QQQT from Evolve. It seems to provide good representation of most of the magnificent seven as well as several others. Your thoughts on the management fee (0.25%) and whether you would prefer the hedged or non-hedged product.

Upvote 5

Read Answer Asked by Theodore on November 24, 2023

• Cronos Group Inc. (CRON $3.70)
  • $3.70 P/E (TTM): 26.92X Cap: $1.40B
  • View CRON Profile
  • View Questions on CRON

Q: Sell, hold, or buy - with a few pertinent comments?
Thanks. ram

Upvote 2

Read Answer Asked by Ray on November 23, 2023