Investment Q&A

• RB Global Inc. (RBA $151.95)
  • $151.95 P/E (TTM): 55.6X Cap: $28.21B
  • View RBA Profile
  • View Questions on RBA
• XPEL Inc. (XPEL $53.86)
  • $53.86 P/E (TTM): 32.32X Cap: $1.49B
  • View XPEL Profile
  • View Questions on XPEL
• ON Semiconductor Corporation (ON $62.16)
  • $62.16 P/E (TTM): 79.08X Cap: $25.01B
  • View ON Profile
  • View Questions on ON
• Ollie's Bargain Outlet Holdings Inc. (OLLI $118.49)
  • $118.49 P/E (TTM): 31.09X Cap: $7.26B
  • View OLLI Profile
  • View Questions on OLLI
• e.l.f. Beauty Inc. (ELF $87.02)
  • $87.02 P/E (TTM): 60.6X Cap: $5.18B
  • View ELF Profile
  • View Questions on ELF
• Kinsale Capital Group Inc. (KNSL $397.45)
  • $397.45 P/E (TTM): 20.2X Cap: $9.24B
  • View KNSL Profile
  • View Questions on KNSL
• SPS Commerce Inc. (SPSC $94.49)
  • $94.49 P/E (TTM): 41.82X Cap: $3.56B
  • View SPSC Profile
  • View Questions on SPSC
• Weatherford International plc (WFRD $89.24)
  • $89.24 P/E (TTM): 16.07X Cap: $6.41B
  • View WFRD Profile
  • View Questions on WFRD

Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Upvote 0

Read Answer Asked by Curtis on October 30, 2023

• Enphase Energy Inc. (ENPH $35.22)
  • $35.22 P/E (TTM): 24.27X Cap: $4.60B
  • View ENPH Profile
  • View Questions on ENPH

Q: Can I have your opinion on ENPH's earnings? How does it look for a potential investment?

Thanks,
Joel

Upvote 0

Read Answer Asked by Joel on October 30, 2023

• Darling Ingredients Inc. (DAR $39.08)
  • $39.08 P/E (TTM): 57.18X Cap: $6.18B
  • View DAR Profile
  • View Questions on DAR

Q: Hi 5i,
Thanks for the great work. Darling Ingredients has been a portfolio disappointment for me. Would you see it ad a hold or sell today?
Thank you!

Upvote 1

Read Answer Asked by Greg on October 30, 2023

• Costco Wholesale Corporation (COST $924.88)
  • $924.88 P/E (TTM): 65.71X Cap: $410.52B
  • View COST Profile
  • View Questions on COST

Q: Hello. I am thinking of entering into a position in Costco.
Thoughts on this as an entry point and how does it compare with the prospects of the industry as a whole?

Upvote 1

Read Answer Asked by Lorraine on October 30, 2023

• Nerdy Inc. Class A (NRDY $1.02)
  • $1.02 Cap: $187M
  • View NRDY Profile
  • View Questions on NRDY

Q: Could we have your opinion on NRDT.US as a viable holding.

Thanks

Thomas

Upvote 0

Read Answer Asked by Thomas on October 30, 2023

• Trisura Group Ltd. (TSU $45.54)
  • $45.54 P/E (TTM): 17.59X Cap: $2.16B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Kinsale Capital Group Inc. (KNSL $397.45)
  • $397.45 P/E (TTM): 20.2X Cap: $9.24B
  • View KNSL Profile
  • View Questions on KNSL

Q: Kinsale is down close to 20% after reported. Beside profit taking, do you see any other raison? Do you agree Kinsale is a proxy for Trisura?

Thanks

Upvote 0

Read Answer Asked by Daniel on October 30, 2023

• Sarepta Therapeutics Inc. (SRPT $23.83)
  • $23.83 Cap: $2.49B
  • View SRPT Profile
  • View Questions on SRPT

Q: The IV on this stock is unreal. Its possible to do a short $70 put and $165 call for a profit of $15 if the price remains within those 2 strikes by November 24.

Obviously there are some major risks happening with the company. Do they have any clinical results or anything similar to that happening in the next 3-4 weeks that would cause such a high IV, to your knowlege?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on October 30, 2023

• Quanta Services Inc. (PWR $422.57)
  • $422.57 P/E (TTM): 61.21X Cap: $63.01B
  • View PWR Profile
  • View Questions on PWR
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 23.86X Cap: $1.96B
  • View HPS.A Profile
  • View Questions on HPS.A
• MasTec Inc. (MTZ $218.91)
  • $218.91 P/E (TTM): 52.03X Cap: $17.28B
  • View MTZ Profile
  • View Questions on MTZ
• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X
  • View WIRE Profile
  • View Questions on WIRE

Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.

Upvote 2

Read Answer Asked by John on October 30, 2023

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
  • View MSFT Profile
  • View Questions on MSFT
• International Business Machines Corporation (IBM $304.22)
  • $304.22 P/E (TTM): 36.12X Cap: $284.36B
  • View IBM Profile
  • View Questions on IBM
• Oracle Corporation (ORCL $198.52)
  • $198.52 P/E (TTM): 43.9X Cap: $570.37B
  • View ORCL Profile
  • View Questions on ORCL

Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on October 30, 2023

• Ford Motor Company (F $14.20)
  • $14.20 P/E (TTM): 12.41X Cap: $56.57B
  • View F Profile
  • View Questions on F

Q: Is Ford a buy, sell or hold?

Upvote 0

Read Answer Asked by Gregory on October 27, 2023

• Casella Waste Systems Inc. (CWST $99.96)
  • $99.96 P/E (TTM): 415.38X Cap: $6.40B
  • View CWST Profile
  • View Questions on CWST
• Waste Connections Inc. (WCN $231.42)
  • $231.42 P/E (TTM): 70.13X Cap: $59.60B
  • View WCN Profile
  • View Questions on WCN
• GFL Environmental Inc. subordinate voting shares (GFL $59.15)
  • $59.15 P/E (TTM): 6.4X Cap: $21.24B
  • View GFL Profile
  • View Questions on GFL

Q: Would appreciate your comments on the 3rd quarter 2023 financial results for WCN, Waste Connection Inc. The drop in the stock value would seem to indicate
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.

Upvote 0

Read Answer Asked by Ernest on October 27, 2023

• Xylem Inc. New (XYL $139.69)
  • $139.69 P/E (TTM): 36.31X Cap: $34.01B
  • View XYL Profile
  • View Questions on XYL
• iShares Global Water Index ETF (CWW $66.73)
  • $66.73 P/E (TTM): 32.17X Cap: $306M
  • View CWW Profile
  • View Questions on CWW
• American Water Works Company Inc. (AWK $127.98)
  • $127.98 P/E (TTM): 22.72X Cap: $24.97B
  • View AWK Profile
  • View Questions on AWK

Q: Hi,

I hold CWW and have decided I'd like to instead concentrate my "water" holdings on two stocks: AWK and XYL. Are there any obvious red flags with these two companies? I know there is no comparison between and ETF and individual stocks.

Thank you. Michael

Upvote 0

Read Answer Asked by Michael on October 27, 2023

• Marathon Petroleum Corporation (MPC $176.17)
  • $176.17 P/E (TTM): 18.58X Cap: $52.95B
  • View MPC Profile
  • View Questions on MPC
• Occidental Petroleum Corporation (OXY $42.86)
  • $42.86 P/E (TTM): 31.79X Cap: $42.22B
  • View OXY Profile
  • View Questions on OXY
• Imperial Oil Limited (IMO $125.54)
  • $125.54 P/E (TTM): 15.77X Cap: $62.45B
  • View IMO Profile
  • View Questions on IMO
• Tourmaline Oil Corp. (TOU $59.53)
  • $59.53 P/E (TTM): 16.77X Cap: $23.03B
  • View TOU Profile
  • View Questions on TOU

Q: Hello. Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference or rank them accordingly with an explanation for a 3 week hold. Thank you.

Upvote 0

Read Answer Asked by Lorraine on October 27, 2023

• UnitedHealth Group Incorporated (DE) (UNH $343.98)
  • $343.98 P/E (TTM): 18.09X Cap: $311.58B
  • View UNH Profile
  • View Questions on UNH
• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.53X Cap: $673.56B
  • View V Profile
  • View Questions on V
• Vanguard Dividend Appreciation FTF (VIG $224.76)
  • $224.76 P/E (TTM): 25.41X Cap: $99.70B
  • View VIG Profile
  • View Questions on VIG

Q: Hi,

I hold VIG and have decided I'd like to instead concentrate my holdings on two stocks: UNH and V. Are there any obvious red flags with these two companies. I know there is no comparison between and ETF and individual stocks. Sector is not a concern.

Thank you. Michael

Upvote 0

Read Answer Asked by Michael on October 26, 2023

• Marathon Petroleum Corporation (MPC $176.17)
  • $176.17 P/E (TTM): 18.58X Cap: $52.95B
  • View MPC Profile
  • View Questions on MPC
• Occidental Petroleum Corporation (OXY $42.86)
  • $42.86 P/E (TTM): 31.79X Cap: $42.22B
  • View OXY Profile
  • View Questions on OXY
• Imperial Oil Limited (IMO $125.54)
  • $125.54 P/E (TTM): 15.77X Cap: $62.45B
  • View IMO Profile
  • View Questions on IMO
• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.51X Cap: $36.20B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $37.44)
  • $37.44 Cap: $24.63B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Tourmaline Oil Corp. (TOU $59.53)
  • $59.53 P/E (TTM): 16.77X Cap: $23.03B
  • View TOU Profile
  • View Questions on TOU
• Hydro One Limited (H $53.95)
  • $53.95 P/E (TTM): 25.02X Cap: $32.35B
  • View H Profile
  • View Questions on H

Q: Hi 5i!

I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.

For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.

Many thanks.

Upvote 0

Read Answer Asked by Francois on October 26, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $32.62)
  • $32.62 P/E (TTM): 26.41X Cap: $384M
  • View XBM Profile
  • View Questions on XBM

Q: Are there global ETF in US /CDA, that offer in priority protection against inflation,and hopefuly also significant dividends + capital appreciation potential.

Upvote 0

Read Answer Asked by Jean-Yves on October 26, 2023

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hi 5i, can I have views on recent results, plus compare both for growth/valuation going forward. And which one would buy. Thx.

Upvote 0

Read Answer Asked by Christopher on October 26, 2023

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
  • View GOOG Profile
  • View Questions on GOOG

Q: Looks like Amazon and Google are taking a hit today. Your thoughts?

Upvote 0

Read Answer Asked by Cheryl on October 26, 2023

• Alphabet Inc. (GOOGL $328.57)
  • $328.57 P/E (TTM): 31.78X Cap: $3.96T
  • View GOOGL Profile
  • View Questions on GOOGL

Q: Why is it this much down today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on October 26, 2023

• Meta Platforms Inc. (META $653.06)
  • $653.06 P/E (TTM): 28.61X Cap: $1.64T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA

Q: What's going on with nvda is it time to sell.

Upvote 0

Read Answer Asked by don on October 26, 2023