Investment Q&A

• Uber Technologies Inc. (UBER $83.69)
  • $83.69 P/E (TTM): 14.26X Cap: $173.89B
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Q: What is your outlook for the short to medium term ( 5 years) now that they have become profitable

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Read Answer Asked by Doug on August 21, 2023

• Adobe Inc. (ADBE $319.55)
  • $319.55 P/E (TTM): 20.79X Cap: $133.41B
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• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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• Super Micro Computer Inc. (SMCI $32.48)
  • $32.48 P/E (TTM): 25.35X Cap: $19.89B
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• InMode Ltd. (INMD $14.13)
  • $14.13 Cap: $982M
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Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks

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Read Answer Asked by Alexandra on August 21, 2023

• S&P 500 (SPX)
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Q: hi,
do you know how the US indices have performed if the "magnificent seven" and excluded? ie how is the rest of American business doing? further do you think we are in "bubble" territory currently?
cheers, chris

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Read Answer Asked by chris on August 21, 2023

• YieldMax TSLA Option Income Strategy ETF (TSLY $7.66)
  • $7.66 Cap: $1.15B
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Q: what can you tell me about this company ….On the Rbc investing site and the 5i site the yield is 73/75%….

Too good to be believed ?

SAFE?

Reliable enough to add a position to an income portfolio?

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Read Answer Asked by Donald on August 21, 2023

• Welltower Inc. (WELL $204.59)
  • $204.59 P/E (TTM): 136.94X Cap: $140.41B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.45)
  • $5.45 Cap: $1.34B
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• Omega Healthcare Investors Inc. (OHI $45.50)
  • $45.50 P/E (TTM): 25.22X Cap: $13.31B
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• Medical Properties Trust Inc. (MPW $5.65)
  • $5.65 Cap: $3.19B
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• Healthcare Realty Trust Incorporated (HR $18.05)
  • $18.05 Cap: $6.28B
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• Diversified Healthcare Trust (DHC $4.74)
  • $4.74 Cap: $1.11B
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Q: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?

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Read Answer Asked by David on August 21, 2023

• Eaton Vance Enhance Equity Income Fund II (EOS $22.49)
  • $22.49 P/E (TTM): 39.27X Cap: $1.16B
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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 $190.00)
  • $190.00 P/E (TTM): 27.67X Cap: $57.11B
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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 $53.98)
  • $53.98 P/E (TTM): 37.92X Cap: $5.13B
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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?

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Read Answer Asked by Barbara on August 18, 2023

• MTY Food Group Inc. (MTY $37.14)
  • $37.14 P/E (TTM): 25.57X Cap: $848M
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• TerraVest Industries Inc. (TVK $123.39)
  • $123.39 Cap: $2.67B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
  • $165.91 P/E (TTM): 22.92X Cap: $1.97B
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• XPEL Inc. (XPEL $47.44)
  • $47.44 P/E (TTM): 26.15X Cap: $1.31B
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• Inventronics Limited (IVX $0.79)
  • $0.79 P/E (TTM): 18.75X Cap: $3M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• OTC Markets Group Inc - Class A (OTCM $51.97)
  • $51.97 P/E (TTM): 21.89X Cap: $632M
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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

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Read Answer Asked by JEFF on August 18, 2023

• Super Micro Computer Inc. (SMCI $32.48)
  • $32.48 P/E (TTM): 25.35X Cap: $19.89B
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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 $78.47)
  • $78.47 P/E (TTM): 205.34X Cap: $98.88B
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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 $104.40)
  • $104.40 P/E (TTM): 4.36X Cap: $453.26B
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• The Walt Disney Company (DIS $103.31)
  • $103.31 P/E (TTM): 15.22X Cap: $181.99B
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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?

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Read Answer Asked by Chris on August 18, 2023

• V.F. Corporation (VFC $17.24)
  • $17.24 Cap: $6.39B
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Q: Can I please have your view on VFC. Buy , Hold or Sell?

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Read Answer Asked by John on August 18, 2023

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Garmin Ltd. (Switzerland) (GRMN $192.93)
  • $192.93 P/E (TTM): 23.7X Cap: $37B
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Lowe's Companies Inc. (LOW $238.10)
  • $238.10 P/E (TTM): 19.22X Cap: $133.53B
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• Ulta Beauty Inc. (ULTA $521.02)
  • $521.02 P/E (TTM): 19.79X Cap: $23.07B
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Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

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Read Answer Asked by gary on August 18, 2023

• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
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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 $9.02)
  • $9.02 P/E (TTM): 26.84X Cap: $411M
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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 $34.99)
  • $34.99 Cap: $2.06B
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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?

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Read Answer Asked by Barbara on August 17, 2023

• Edison International (EIX $58.50)
  • $58.50 P/E (TTM): 7.65X Cap: $22.51B
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• PPL Corporation (PPL $36.41)
  • $36.41 P/E (TTM): 24.41X Cap: $26.93B
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• Southern Company (The) (SO $89.29)
  • $89.29 P/E (TTM): 22.21X Cap: $98.15B
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• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.50B
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• Brookfield Renewable Partners L.P. (BEP.UN $39.85)
  • $39.85 Cap: $26.40B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.24)
  • $28.24 Cap: $18.71B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.54)
  • $58.54 Cap: $21.48B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $41.52)
  • $41.52 Cap: $15.22B
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• Constellation Energy Corporation (CEG $351.60)
  • $351.60 P/E (TTM): 38.73X Cap: $110.58B
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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 $86.58)
  • $86.58 P/E (TTM): 10.2X Cap: $38.41B
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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 $9.90)
  • $9.90 P/E (TTM): 18.04X Cap: $1.32B
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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