Investment Q&A

• Waste Management Inc. (WM $228.49)
  • $228.49 P/E (TTM): 33.6X Cap: $90.31B
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• Waste Connections Inc. (WCN $258.21)
  • $258.21 P/E (TTM): 74.74X Cap: $65.72B
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Q: Please provide your comments and analysis of today's earnings. Buy, hold, sell?

Thanks

Upvote 0

Read Answer Asked by Greg on February 16, 2023

• Republic Services Inc. (RSG $234.80)
  • $234.80 P/E (TTM): 34.45X Cap: $72.56B
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• Waste Management Inc. (WM $228.49)
  • $228.49 P/E (TTM): 33.6X Cap: $90.31B
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• Casella Waste Systems Inc. (CWST $99.35)
  • $99.35 P/E (TTM): 551.89X Cap: $6.31B
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• Waste Connections Inc. (WCN $258.21)
  • $258.21 P/E (TTM): 74.74X Cap: $65.72B
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• GFL Environmental Inc. subordinate voting shares (GFL $68.99)
  • $68.99 Cap: $25.06B
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Q: Based on my 2 cents I feel like WCN is expensive between the 2. Can you provide your thoughts on valuation, debt and cash flow or any other more relevant metrics to compare these 2 ?
Pick one or suggest something similar in garbage space ?
Thank you for your service.

Upvote 0

Read Answer Asked by Jabs on February 16, 2023

• The Trade Desk Inc. (TTD $52.53)
  • $52.53 P/E (TTM): 62.8X Cap: $25.68B
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• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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Q: Comments on Roku earnings? Up 12% before earnings today and then another 10% post-earnings after hours. Does that not look like there was a leak before the announcement? Thanks.

Upvote 0

Read Answer Asked by William on February 16, 2023

• Apple Inc. (AAPL $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
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• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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Q: Looking for some growth, long term holding...MSFT or APPL?

Upvote 0

Read Answer Asked by Brett on February 15, 2023

• KKR & Co. Inc. (KKR $138.95)
  • $138.95 P/E (TTM): 61.33X Cap: $125.80B
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• Blackstone Inc. (BX $167.29)
  • $167.29 P/E (TTM): 51.85X Cap: $124.73B
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• Apollo Global Management Inc. (APO $137.08)
  • $137.08 P/E (TTM): 24.33X Cap: $79.73B
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• Berkshire Hathaway Inc. (BRK.B $485.31)
  • $485.31 P/E (TTM): 16.35X Cap: $1.03T
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.41)
  • $89.41 P/E (TTM): 234.6X Cap: $134.40B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.22)
  • $83.22 P/E (TTM): 41.9X Cap: $136.38B
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Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.

Upvote 0

Read Answer Asked by Alexandra on February 15, 2023

• Roblox Corporation Class A (RBLX $118.28)
  • $118.28 Cap: $81.99B
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Q: Your comment on Rblx's earnings today?

Upvote 1

Read Answer Asked by Ron on February 15, 2023

• General Dynamics Corporation (GD $316.40)
  • $316.40 P/E (TTM): 21.07X Cap: $84.35B
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• Lockheed Martin Corporation (LMT $441.10)
  • $441.10 P/E (TTM): 24.57X Cap: $102.87B
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• Elbit Systems Ltd. (ESLT $451.67)
  • $451.67 Cap: $21.11B
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Q: Elbit has pulled back but perhaps basing and I'm wondering whether this an opportunity. What are your thoughts on their prospects? I own NOC and would like to add another name in the sector - would you go with ESLT or suggest another name? Thanks

Upvote 0

Read Answer Asked by Michael on February 15, 2023

• Cadence Design Systems Inc. (CDNS $346.88)
  • $346.88 P/E (TTM): 94.82X Cap: $97.07B
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• monday.com Ltd. (MNDY $176.09)
  • $176.09 Cap: $9.06B
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Q: Hello 5i
Could you please comment on CDNS and MNDY recent results and their respective outlooks going forward?
Would you rate either a buy?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on February 15, 2023

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: With the go shop period expiring is it time to sell with no other offers coming forward ? Thoughts please


Thx Blake

Upvote 0

Read Answer Asked by blake on February 15, 2023

Q: Peter; Point is having a “ Fireside Chat” Thursday am- is this just a information type chat to update investors .? I assume no info re the splash would be divulged? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on February 15, 2023

• Enbridge Inc. (ENB $65.42)
  • $65.42 P/E (TTM): 22.85X Cap: $140.54B
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• Cheniere Energy Inc. (LNG $230.40)
  • $230.40 P/E (TTM): 13.47X Cap: $50.53B
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Q: Currently own Enbridge in the energy infrastructure space and am not unhappy with it. But considering switch to Cheniere . How would you think about such a switch ? Primarily a trade - off between income and growth ?
Other considerations ?
And more specifically , while accepting that all utility type companies operate with high debt levels , how would debt levels compare between these two companies .
Thank- you.

Upvote 0

Read Answer Asked by William on February 15, 2023

• Palantir Technologies Inc. (PLTR $157.75)
  • $157.75 P/E (TTM): 770.3X Cap: $412.85B
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Q: Your thoughts on PLTR's latest earning?

Upvote 0

Read Answer Asked by Ron on February 14, 2023

• Timken Company (The) (TKR $76.88)
  • $76.88 P/E (TTM): 17.27X Cap: $5.62B
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Q: I am looking to add an industrial stock to my portfolio and this one (Timken) looks interesting. Can I get your thoughts on it?

Upvote 0

Read Answer Asked by Dan on February 14, 2023

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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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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• T-Mobile US Inc. (TMUS $258.22)
  • $258.22 P/E (TTM): 24.04X Cap: $290.60B
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Q: What names in US$ are you recommending in the communications sector. Thanks.

Upvote 0

Read Answer Asked by Gerry on February 14, 2023

• Gold Resource Corporation (GORO $0.45)
  • $0.45 Cap: $61M
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Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.

Upvote 1

Read Answer Asked by Brian on February 14, 2023

• MSCI Inc. (MSCI $568.16)
  • $568.16 P/E (TTM): 36.91X Cap: $43.95B
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Q: What is your analysis on MSCI

Upvote 1

Read Answer Asked by Nick on February 14, 2023

• Chevron Corporation (CVX $152.00)
  • $152.00 P/E (TTM): 17.89X Cap: $265.43B
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• Devon Energy Corporation (DVN $33.58)
  • $33.58 P/E (TTM): 7.67X Cap: $21.29B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $107.42)
  • $107.42 P/E (TTM): 14.12X Cap: $454.97B
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• The Energy Select Sector SPDR Fund (XLE $85.08)
  • $85.08 P/E (TTM): 57.77X Cap: $26.09B
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Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.

Upvote 0

Read Answer Asked by Daniel on February 14, 2023

• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.20)
  • $25.20 P/E (TTM): 15.49X Cap: $495M
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Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?

Upvote 0

Read Answer Asked by Tom on February 14, 2023

• Amgen Inc. (AMGN $295.55)
  • $295.55 P/E (TTM): 27.03X Cap: $157.53B
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• AbbVie Inc. (ABBV $206.19)
  • $206.19 P/E (TTM): 88.33X Cap: $364.91B
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• UnitedHealth Group Incorporated (DE) (UNH $304.24)
  • $304.24 P/E (TTM): 12.73X Cap: $279.39B
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Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on February 14, 2023

• Digital Turbine Inc. (APPS $3.97)
  • $3.97 Cap: $449M
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Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

Upvote 0

Read Answer Asked by Hue on February 14, 2023