Investment Q&A

• Arista Networks Inc. (ANET $125.04)
  • $125.04 P/E (TTM): 44.53X Cap: $153.84B
  • View ANET Profile
  • View Questions on ANET

Q: any particular reason for the relatively large decline today?

Upvote 0

Read Answer Asked by Mike on July 26, 2023

• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
  • View MSFT Profile
  • View Questions on MSFT

Q: Good buying opportunity for the long term?

Upvote 0

Read Answer Asked by Mike on July 26, 2023

• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
  • View MSFT Profile
  • View Questions on MSFT
• MongoDB Inc. (MDB $331.75)
  • $331.75 Cap: $26.89B
  • View MDB Profile
  • View Questions on MDB

Q: MDB Peter; Any news this am for the sharp drop? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2023

• JPMorgan Equity Premium Income ETF (JEPI $57.44)
  • $57.44 P/E (TTM): 24.94X Cap: $40.58B
  • View JEPI Profile
  • View Questions on JEPI
• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.81)
  • $14.81 P/E (TTM): 29.86X Cap: $911M
  • View HYLD Profile
  • View Questions on HYLD

Q: Can you please provide some comments about the following very high yield ETFs: HYLD.TO, JEPI and JEPQ? The yields seem extremely high and I wonder about the risks associated with these ETFs. Thanks!

Upvote 0

Read Answer Asked by Grant on July 26, 2023

• Estee Lauder Companies Inc. (The) (EL $91.94)
  • $91.94 Cap: $33.65B
  • View EL Profile
  • View Questions on EL

Q: I hold EL in my TFSA and I’m down about 35%. With another downgrade in the stock today do you think it is time to move on or hang on for a recovery?

Upvote 0

Read Answer Asked by Dan on July 26, 2023

• Johnson & Johnson (JNJ $206.67)
  • $206.67 P/E (TTM): 19.68X Cap: $496.23B
  • View JNJ Profile
  • View Questions on JNJ
• Kenvue Inc. (KVUE $17.03)
  • $17.03 P/E (TTM): 22.19X Cap: $32.10B
  • View KVUE Profile
  • View Questions on KVUE

Q: I have a largish position in JNJ and see there is an offer to exchange some or all for a stake in KVUE at a 7% market discount which puts cost close to the IPO price of KVUE based on July 24 AM market price.

What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?

Upvote 0

Read Answer Asked by Jeff on July 26, 2023

• Sphere Entertainment Co. Class A (SPHR $81.79)
  • $81.79 Cap: $2.68B
  • View SPHR Profile
  • View Questions on SPHR

Q: Hi 5i,

Can I get your take on Sphere Entertainment? I know it’s very small but also seems very interesting, with the world keen on experiences these days. The sphere that has been built in Vegas looks amazing! High-risk probably, but for a small position in the speculative category? Your insights always appreciated.

Thanks,

Upvote 0

Read Answer Asked by Doris on July 26, 2023

• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
  • View BKNG Profile
  • View Questions on BKNG
• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
  • View CROX Profile
  • View Questions on CROX

Q: At this time, which is the better long term investment for growth? Both smaller positions and want to add. CROX up 2% and BKNG 38%. Thanks!

Upvote 0

Read Answer Asked by Keith on July 26, 2023

• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX

Q: So how bad is this RTX problem? Is it too early to evaluate? Market is not liking it at all from the selling this morning. Your thoughts please. Thanks.

Upvote 0

Read Answer Asked by Charles on July 25, 2023

Q: Please provide your opinion on Indie Semiconductor Inc (INDI) as an investment.

Upvote 0

Read Answer Asked by John on July 25, 2023

• SPDR S&P 500 ETF Trust (SPY $675.02)
  • $675.02 P/E (TTM): 27.29X Cap: $691.85B
  • View SPY Profile
  • View Questions on SPY
• ProShares S&P 500 Ex-Technology ETF (SPXT $102.94)
  • $102.94 P/E (TTM): 23.25X Cap: $232M
  • View SPXT Profile
  • View Questions on SPXT

Q: Hello Peter,
Is there an ETF that one can buy such as SPY less the technology stocks? In other words, get exposure to the index but subtract out the tech names. Much appreciated.

Upvote 0

Read Answer Asked by umedali on July 25, 2023

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• UnitedHealth Group Incorporated (DE) (UNH $326.28)
  • $326.28 P/E (TTM): 16.69X Cap: $289B
  • View UNH Profile
  • View Questions on UNH
• Visa Inc. (V $334.53)
  • $334.53 P/E (TTM): 32.15X Cap: $634.14B
  • View V Profile
  • View Questions on V
• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

Upvote 0

Read Answer Asked by Maureen on July 25, 2023

• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX

Q: Interesting reaction to earnings - I thought they looked ok but the market doesn't seem to think so. Good time to pick up more shares?

Upvote 0

Read Answer Asked by Mike on July 25, 2023

• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.38T
  • View TSLA Profile
  • View Questions on TSLA

Q: Can you comment on Tesla's revenues outside of vehicles.

Tempted to pick up a small position in Tesla again ( I do sleep better without it).

Please suggest a price to buy Tesla at.

Thank you

Upvote 0

Read Answer Asked by Mark on July 25, 2023

• Carvana Co. Class A (CVNA $351.23)
  • $351.23 P/E (TTM): 70.59X Cap: $67.41B
  • View CVNA Profile
  • View Questions on CVNA

Q: Hi team,

Is there any change to your opinion on this company after the large moves?

Upvote 0

Read Answer Asked by David on July 25, 2023

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• AbbVie Inc. (ABBV $231.80)
  • $231.80 P/E (TTM): 113.05X Cap: $405.63B
  • View ABBV Profile
  • View Questions on ABBV
• The Walt Disney Company (DIS $103.31)
  • $103.31 P/E (TTM): 15.22X Cap: $181.99B
  • View DIS Profile
  • View Questions on DIS
• Merck & Company Inc. (MRK $105.66)
  • $105.66 P/E (TTM): 12.92X Cap: $262.25B
  • View MRK Profile
  • View Questions on MRK
• ONEOK Inc. (OKE $70.88)
  • $70.88 P/E (TTM): 12.97X Cap: $44.19B
  • View OKE Profile
  • View Questions on OKE
• Pfizer Inc. (PFE $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
  • View PFE Profile
  • View Questions on PFE
• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.57B
  • View WMB Profile
  • View Questions on WMB

Q: good morning,

I'm overweight communications services, own BCE,T,DIS and GOOG. Telecoms are for dividends disney for a recovery if and when Iger sells TV and streaming business. Not selling GOOG which is more hybrid .If I where to trim telecoms where can i find a similar dividend stream.
Also is there any way to split google in portfolio analytics between technology and comm services. What are the percentages?

Thanks (gratefully)

Plenty of credits left

Upvote 0

Read Answer Asked by Denis on July 24, 2023

• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.38T
  • View TSLA Profile
  • View Questions on TSLA
• Tencent Holdings Ltd. ADR (TCEHY $79.99)
  • $79.99 P/E (TTM): 29.41X Cap: $753.41B
  • View TCEHY Profile
  • View Questions on TCEHY
• Spotify Technology S.A. (SPOT $585.47)
  • $585.47 Cap: $119.24B
  • View SPOT Profile
  • View Questions on SPOT

Q: Tencent Holdings Ltd OTCM: TCEHY

Should I buy this company for the game industry or would you recommend something else?

Thank you.

Upvote 0

Read Answer Asked by Ross on July 24, 2023

• Infosys Limited American Depositary Shares (INFY $17.28)
  • $17.28 P/E (TTM): 23.29X Cap: $71.74B
  • View INFY Profile
  • View Questions on INFY

Q: Stock was down almost 10% after earning release. Could you please comment on earning and its future for the next 2-3 years. Thanks

Upvote 0

Read Answer Asked by satish on July 24, 2023

• Fifth Third Bancorp (FITB $43.28)
  • $43.28 P/E (TTM): 12.66X Cap: $27.98B
  • View FITB Profile
  • View Questions on FITB

Q: Thoughts on FITB quarter. Do you like this stock for income and growth for a 3 year hold? Is it a possible takeover candidate for the bigger banks?
Thanks

Upvote 0

Read Answer Asked by Robert on July 24, 2023

• D.R. Horton Inc. (DHI $154.53)
  • $154.53 P/E (TTM): 12.66X Cap: $42.66B
  • View DHI Profile
  • View Questions on DHI
• TJX Companies Inc. (The) (TJX $152.39)
  • $152.39 P/E (TTM): 34.49X Cap: $169.60B
  • View TJX Profile
  • View Questions on TJX
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI
• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• TFI International Inc. (TFII $121.22)
  • $121.22 P/E (TTM): 22.46X Cap: $9.77B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• BRP Inc. Subordinate Voting Shares (DOO $98.23)
  • $98.23 Cap: $7.17B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Graphic Packaging Holding Company (GPK $16.11)
  • $16.11 P/E (TTM): 9.16X Cap: $4.47B
  • View GPK Profile
  • View Questions on GPK
• Nutrien Ltd. (NTR $80.11)
  • $80.11 P/E (TTM): 45.89X Cap: $38.35B
  • View NTR Profile
  • View Questions on NTR
• Atkore Inc. (ATKR $65.10)
  • $65.10 P/E (TTM): 19.36X Cap: $2.07B
  • View ATKR Profile
  • View Questions on ATKR
• ADENTRA Inc. (ADEN $33.14)
  • $33.14 P/E (TTM): 10.39X Cap: $771M
  • View ADEN Profile
  • View Questions on ADEN

Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks

Upvote 0

Read Answer Asked by Angus on July 24, 2023