Investment Q&A

• Simon Property Group Inc. (SPG $175.30)
  • $175.30 P/E (TTM): 27.64X Cap: $57.23B
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Q: What are your thoughts on Simon Property Group? The dividend looks attractive but not sure about its growth prospects, especially with respect to shopping malls & eroding foot traffic with online options.

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Read Answer Asked by Dan on March 17, 2023

• NWPX Infrastructure Inc. (NWPX $49.43)
  • $49.43 P/E (TTM): 15.19X Cap: $493M
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• MYR Group Inc. (MYRG $196.57)
  • $196.57 P/E (TTM): 42.73X Cap: $3.21B
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• Sterling Infrastructure Inc. (STRL $336.63)
  • $336.63 P/E (TTM): 38.69X Cap: $10.24B
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Q: Hello 5i Team,

Could you please comment on NWPX's earnings and guidance, which caused the stock price to drop 15% today. Would you consider it a buy, hold, or sell, for the next 3+ years? Could you please suggest some better growth and safer alternatives in this space.

Thanks!

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Read Answer Asked by Keith on March 17, 2023

• Titan Machinery Inc. (TITN $15.28)
  • $15.28 Cap: $382M
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Q: Hi 5i Team,
Pls comment on Titan Machinery earning report, and this company going forward.
Buy, hold or sell?
Thanks.

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Read Answer Asked by Pui on March 17, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Cadence Design Systems Inc. (CDNS $327.00)
  • $327.00 P/E (TTM): 94.49X Cap: $89.10B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I am considering purchasing CDNS, although it is quite high right now. Also considering either SQ or Nuvei. Wondering what your thoughts might be on these stocks and if I should hold off on purchasing?
Thanks.

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Read Answer Asked by Catherine on March 17, 2023

• Sprouts Farmers Market Inc. (SFM $102.74)
  • $102.74 P/E (TTM): 21.45X Cap: $10.03B
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Q: What are your thoughts about SFM ? My research reveals that they have no debt and fund all share buybacks and expansion with only free cash flow. Seems to be too good to be true ?

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Read Answer Asked by Thomas on March 17, 2023

• Microchip Technology Incorporated (MCHP $60.41)
  • $60.41 Cap: $36.11B
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Q: Hello 5i,
It’s been almost two years since the last question on MCHP. Could I have your current assessment? Also how it would rank amongst its piers.
Thank you
Dave

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Read Answer Asked by Dave on March 17, 2023

• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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Q: Your thoughts, please, on how BKNG might perform in the coming year ?
Many thanks.

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Read Answer Asked by Alexandra on March 17, 2023

• Medical Properties Trust Inc. (MPW $5.15)
  • $5.15 Cap: $3.09B
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Q: What is causing MPW to plummet? Is this a position worth hanging on to? Thanks

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Read Answer Asked by alex on March 17, 2023

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
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• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
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• Fortis Inc. (FTS $71.46)
  • $71.46 P/E (TTM): 20.64X Cap: $35.98B
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Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position

Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks

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Read Answer Asked by Terence on March 17, 2023

• FedEx Corporation (FDX $224.63)
  • $224.63 P/E (TTM): 14.1X Cap: $53B
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Q: From an long term investing perspective, would you hold or sell the stock after today's earnings? Thank you.

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Read Answer Asked by David on March 17, 2023

• Devon Energy Corporation (DVN $32.50)
  • $32.50 P/E (TTM): 7.7X Cap: $20.63B
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Q: do you have an Ex divedend date for Devon Energy?

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Read Answer Asked by Valter on March 17, 2023

• Enphase Energy Inc. (ENPH $34.27)
  • $34.27 P/E (TTM): 28.46X Cap: $4.48B
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Q: Hi 5i
May I please have your current thoughts on Enphase (ENPH:US)?
For a long term hold what are its prospects etc.
What do you like about it, what don't you like about it?
How does it compare to similar companies?
Thanks!

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Read Answer Asked by Brian on March 16, 2023

• Equitrans Midstream Corporation (ETRN)
  • P/E (TTM): 13.67X Cap: $5.38B
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Q: Great dividend, but lots of moving parts to get a handle on. Please help is it worth taking a small position.
Thanks
John

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Read Answer Asked by John on March 16, 2023

• NextEra Energy Inc. (NEE $83.35)
  • $83.35 P/E (TTM): 29.27X Cap: $171.64B
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• Plug Power Inc. (PLUG $3.42)
  • $3.42 Cap: $3.94B
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• SolarEdge Technologies Inc. (SEDG $35.06)
  • $35.06 Cap: $2.08B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.67)
  • $52.67 Cap: $19.73B
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• KraneShares Global Carbon Strategy ETF (KRBN $33.58)
  • $33.58 Cap: $169M
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Q: I recently read on article on the importance of decarbonization many years into the future.

Can you provide some companies you would currently recommend in order to profit from this secular growth theme.

Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.

Thanks very much

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Read Answer Asked by Thomas on March 16, 2023

• Bank of America Corporation (BAC $48.65)
  • $48.65 P/E (TTM): 14.6X Cap: $360.34B
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• Goldman Sachs Group Inc. (The) (GS $764.36)
  • $764.36 P/E (TTM): 17.19X Cap: $231.38B
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• JPMorgan Chase & Co. (JPM $300.89)
  • $300.89 P/E (TTM): 15.67X Cap: $827.37B
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• Morgan Stanley (MS $151.86)
  • $151.86 P/E (TTM): 17.68X Cap: $242.41B
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Q: hi. do you have any current recommendations for any U.S. banks/financial institutions?

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Read Answer Asked by chris on March 16, 2023

• Alcoa Corporation (AA $35.02)
  • $35.02 P/E (TTM): 8.71X Cap: $9.06B
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• Arconic Corporation (ARNC)
  • Cap: $3B
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• Century Aluminum Company (CENX $30.29)
  • $30.29 P/E (TTM): 44.74X Cap: $2.78B
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• Kaiser Aluminum Corporation (KALU $76.68)
  • $76.68 P/E (TTM): 23.36X Cap: $1.24B
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Q: May I have the names of 2 or 3 aluminum stocks and suggested entry prices?
Wih appreciation,
Ed

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Read Answer Asked by Ed on March 16, 2023

• iShares U.S. Regional Banks ETF (IAT $48.96)
  • $48.96 P/E (TTM): 11.65X Cap: $611M
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Q: One comment this am: "regional banks, the buying opportunity of a lifetime" How would you approach this opportunity?
Thanks Peter

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Read Answer Asked by Peter on March 15, 2023

• Skyworks Solutions Inc. (SWKS $69.16)
  • $69.16 P/E (TTM): 29.57X Cap: $10.26B
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Q: Would appreciate your current opinion on this company in terms of its future growth prospects. The financials look good but is has been a big disappointment. Move onto to something else or continue to hold?

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Read Answer Asked by Barbara on March 15, 2023

• Amgen Inc. (AMGN $290.13)
  • $290.13 P/E (TTM): 24.14X Cap: $156.19B
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• CVS Health Corporation (CVS $77.90)
  • $77.90 P/E (TTM): 21.41X Cap: $98.80B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.91X Cap: $788.86B
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• UnitedHealth Group Incorporated (DE) (UNH $354.50)
  • $354.50 P/E (TTM): 15.92X Cap: $321.06B
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• Ninepoint Energy Income FUnd (NRGI)
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Q: Hi group i presently hold CVS - 20% loss,- UNH - 11% loss Buy sell or old ? + if sell what would you replace with (these are my only holds in health sector this sector is really struggling - your comments on the sector + these 2 stocks in general

I also own NRGI - presently a 20% loss I also own ARC in this sector presently 5% loss - your thoughts on the sector in general + But sell or Hold

thanks for your help with my portfolio

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Read Answer Asked by Terence on March 15, 2023

• Home Depot Inc. (The) (HD $375.75)
  • $375.75 P/E (TTM): 25.68X Cap: $374.01B
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Q: I have held HD for some time in a registered account. I note it has been slowly drifting down and wonder if it's time to sell. If yes, can you please provide 3 or 4 US alternatives in the same sector that are more growthy with a similar risk profile? Thank you.

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Read Answer Asked by Maureen on March 14, 2023