Investment Q&A

• Invesco DB Commodity Index Tracking Fund (DBC $22.73)
  • $22.73 P/E (TTM): 4.15X Cap: $1.27B
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Q: I was reading last week about the Credit Suisse Report where they were suggesting that a commodity play would be a good hedge against inflation. The best way to play it is with futures. Do you agree and what is the easiest way to do it?

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Read Answer Asked by Gary on March 01, 2023

• NVIDIA Corporation (NVDA $176.09)
  • $176.09 P/E (TTM): 57.36X Cap: $4.31T
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Q: I have been letting Nvidia run and it has been doing so nicely, thanks 5i. It's almost a 6% portfolio weight for me now. I am 71 and it is held in a RRIF. If this was your account would you pare it back and if so to what level. Thank You

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Read Answer Asked by Frank on March 01, 2023

• AGNC Investment Corp. (AGNC $10.18)
  • $10.18 P/E (TTM): 33.93X Cap: $10.61B
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Q: What are your thoughts on AGNC as an addition to one’s portfolio for income? The yield is double digit (so very attractive yet seems suspect) and the stock price is doing at bit better this year.

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Read Answer Asked by Dan on February 28, 2023

• UNIVERSAL INSURANCE HOLDINGS INC (UVE $24.62)
  • $24.62 P/E (TTM): 11.09X Cap: $719M
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Q: I was pleasantly surprised to see UVE up 15% on Friday on its quarterly report. It's up another 15% today, which has me wondering what's going on and whether this sudden explosive increase is justified.

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Read Answer Asked by John on February 28, 2023

Q: I am optomistic that Peter and Eric Nuttall are bullish on the gas sector, as in the 5i reply to Kevin's query (Feb 27). What are your views on XES? Technically, it looks like it has a huge runway to the upside ...Thanks....Lionel

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Read Answer Asked by Lionel on February 28, 2023

• Ready Capital Corporation (RC $4.26)
  • $4.26 Cap: $688M
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Q: Can you comment on what is going on here, and whether my shares in this company are worth holding through this turbulence. Thanks

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Read Answer Asked by Charles on February 28, 2023

• Norfolk Southern Corporation (NSC $279.12)
  • $279.12 P/E (TTM): 18.55X Cap: $62.25B
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Q: If you owned shares in this company, what would you do in light of recent events? Sell, buy or hold?

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Read Answer Asked by Darrin on February 28, 2023

• Welltower Inc. (WELL $168.67)
  • $168.67 P/E (TTM): 95.02X Cap: $112.97B
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• Ventas Inc. (VTR $69.55)
  • $69.55 P/E (TTM): 162.16X Cap: $31.74B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.17)
  • $5.17 Cap: $1.28B
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• Omega Healthcare Investors Inc. (OHI $42.53)
  • $42.53 P/E (TTM): 26.32X Cap: $12.53B
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• Medical Properties Trust Inc. (MPW $4.85)
  • $4.85 Cap: $2.91B
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Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?

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Read Answer Asked by David on February 28, 2023

• Warner Bros. Discovery Inc. (WBD $17.93)
  • $17.93 P/E (TTM): 62.9X Cap: $48.17B
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Q: Will the above have momemtum with the hit game harry potter Hogwart,Would this stock be a buy to hold for 2 years or do they still carry to much debt.It was $27.00 back a year or 2,

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Read Answer Asked by Guy on February 28, 2023

• Medical Properties Trust Inc. (MPW $4.85)
  • $4.85 Cap: $2.91B
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Q: Happy Friday.

MPW reported yesterday - Q4 and year end 2022.

Your thoughts on the results please.

Thanks very much.

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Read Answer Asked by Dave on February 28, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.91)
  • $16.91 Cap: $2.32B
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• Digital Turbine Inc. (APPS $5.09)
  • $5.09 Cap: $543M
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• Upstart Holdings Inc. (UPST $66.24)
  • $66.24 Cap: $6.44B
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Q: I am currently down significantly on APPS, UPST, LSPD. In current market would you Add, Hold or Sell these companies.

Thanks
Tim

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Read Answer Asked by Timothy on February 28, 2023

• The Boeing Company (BA $214.96)
  • $214.96 Cap: $163.14B
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Q: Good morning,

Is today's announcement and subsequent price drop a buying opportunity ?

Thank you

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Read Answer Asked by Brad on February 27, 2023

• Alphabet Inc. (GOOG $251.15)
  • $251.15 P/E (TTM): 25.73X Cap: $2.91T
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• Microsoft Corporation (MSFT $513.21)
  • $513.21 P/E (TTM): 37.38X Cap: $3.83T
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• The Cigna Group (CI $292.94)
  • $292.94 P/E (TTM): 16.64X Cap: $79.31B
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• Honeywell International Inc. (HON $211.19)
  • $211.19 P/E (TTM): 24.06X Cap: $134.43B
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• UnitedHealth Group Incorporated (DE) (UNH $338.84)
  • $338.84 P/E (TTM): 14.76X Cap: $315.07B
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• WSP Global Inc. (WSP $286.95)
  • $286.95 P/E (TTM): 46.91X Cap: $37.60B
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Q: My question is i hold these companies in my rrsp. I am up 186% on msft i have 22 shares and it is 2.8% of my portfolio. WSP i am up 195% 62 shares and it is 3.98% of my portfolio and unh i am up 135% 11 shares and is 2.69% of my portfolio. I would like to sell 5 shares of unh, 7 shares of msft and 12 shares of wsp. What companies should i pick up after selling these i have about 3 year time frame, or should i just hold on to them all. Thank you

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Read Answer Asked by wilson on February 27, 2023

• Compass Inc. Class A (COMP $9.26)
  • $9.26 Cap: $4.83B
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Q: Hi team,

Can I get your overall opinion on this stock as a way to play a near term bottom in the USA housing market?

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Read Answer Asked by David on February 27, 2023

• Amazon.com Inc. (AMZN $234.69)
  • $234.69 P/E (TTM): 34.78X Cap: $2.46T
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• Intuit Inc. (INTU $648.94)
  • $648.94 P/E (TTM): 47.26X Cap: $181.59B
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• Microsoft Corporation (MSFT $513.21)
  • $513.21 P/E (TTM): 37.38X Cap: $3.83T
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• Moody's Corporation (MCO $505.65)
  • $505.65 P/E (TTM): 43.56X Cap: $91.27B
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Q: please provide the forward P/E for MSFT AMZN INTU and MCO and also provide the respective PEG ratios for these companies and rank from best to last for capital appreciation over the next 3 years thanks Richard

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Read Answer Asked by richard on February 27, 2023

• Prudential Financial Inc. (PRU $102.53)
  • $102.53 P/E (TTM): 23.55X Cap: $37.11B
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Q: Hi team,

You thoughts on PRU for an income investor would be most appreciated.

Thanks

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Read Answer Asked by Dave on February 27, 2023

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Fox Factory Holding Corp. (FOXF $26.84)
  • $26.84 Cap: $1.13B
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Q: Hi Peter,

Is the conservative guidance a damper for both FOXF and NVEE for the next quarter or two? Would you consider them tradeable after the drop today or do they need patience over a longer term?
Regards
Rajiv

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Read Answer Asked by Rajiv on February 27, 2023

• Fox Factory Holding Corp. (FOXF $26.84)
  • $26.84 Cap: $1.13B
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Q: recently made an initial purchase of Foxf and they reported earning with a large decrease in the stock. It it time to unload or buy?
Thanks

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Read Answer Asked by Rick on February 27, 2023

• Global Industrial Company (GIC $36.86)
  • $36.86 P/E (TTM): 21.62X Cap: $1.41B
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Q: I would appreciate your opinion on GIC. The company states record results for 2022 and a positive 2023 outlook. Do you concur? I hold it for the dividend with some growth. Thank you.

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Read Answer Asked by Gayle on February 27, 2023

• Energy Transfer LP (ET $17.59)
  • $17.59 P/E (TTM): 13.53X Cap: $60.20B
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Q: While I know you are not tax experts, but if a Canadain receives a dividend from ET, is it subject to weithholding tax by US authorities? If so, what is the percentage withheld and is it more beneficial to hold the stock in TFSA or in a taxable account. Thanks

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Read Answer Asked by Ted on February 27, 2023