Investment Q&A

• Republic Services Inc. (RSG $228.66)
  • $228.66 P/E (TTM): 32.29X Cap: $69.35B
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• Waste Management Inc. (WM $240.46)
  • $240.46 P/E (TTM): 34.41X Cap: $94.34B
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• Casella Waste Systems Inc. (CWST $93.25)
  • $93.25 P/E (TTM): 386.29X Cap: $5.65B
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• Waste Connections Inc. (WCN $234.78)
  • $234.78 P/E (TTM): 39.32X Cap: $59.77B
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• GFL Environmental Inc. subordinate voting shares (GFL $60.31)
  • $60.31 P/E (TTM): 5.93X Cap: $21.54B
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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 $23.82)
  • $23.82 P/E (TTM): 27.78X Cap: $11.58B
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• Roku Inc. (ROKU $97.54)
  • $97.54 Cap: $13.78B
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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 $266.36)
  • $266.36 P/E (TTM): 33.69X Cap: $4T
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• Microsoft Corporation (MSFT $393.73)
  • $393.73 P/E (TTM): 24.04X Cap: $2.98T
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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 $87.78)
  • $87.78 P/E (TTM): 39.06X Cap: $83.45B
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• Blackstone Inc. (BX $113.71)
  • $113.71 P/E (TTM): 32.58X Cap: $87.10B
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• Apollo Global Management Inc. (APO $104.84)
  • $104.84 P/E (TTM): 16.58X Cap: $66.15B
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• Berkshire Hathaway Inc. (BRK.B $504.59)
  • $504.59 P/E (TTM): 15.8X Cap: $1.08T
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.63)
  • $59.63 P/E (TTM): 88.8X Cap: $139.65B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.89)
  • $63.89 P/E (TTM): 30.6X Cap: $107.33B
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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 $68.49)
  • $68.49 Cap: $50.60B
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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 $355.97)
  • $355.97 P/E (TTM): 22.59X Cap: $94.83B
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• Lockheed Martin Corporation (LMT $658.13)
  • $658.13 P/E (TTM): 30.74X Cap: $147.62B
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• Elbit Systems Ltd. (ESLT $766.00)
  • $766.00 Cap: $35.24B
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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 $298.56)
  • $298.56 P/E (TTM): 68.92X Cap: $81.14B
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• monday.com Ltd. (MNDY $72.96)
  • $72.96 Cap: $3.77B
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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)
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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 $72.71)
  • $72.71 P/E (TTM): 27.44X Cap: $155.92B
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• Cheniere Energy Inc. (LNG $235.98)
  • $235.98 P/E (TTM): 12.47X Cap: $50.04B
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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 $135.26)
  • $135.26 P/E (TTM): 207.3X Cap: $324.98B
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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 $108.14)
  • $108.14 P/E (TTM): 26.24X Cap: $7.48B
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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 $641.03)
  • $641.03 P/E (TTM): 27.13X Cap: $1.66T
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• Alphabet Inc. (GOOG $307.40)
  • $307.40 P/E (TTM): 28.83X Cap: $3.78T
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• The Walt Disney Company (DIS $106.17)
  • $106.17 P/E (TTM): 15.38X Cap: $186.98B
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• T-Mobile US Inc. (TMUS $217.32)
  • $217.32 P/E (TTM): 22.63X Cap: $233.73B
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Q: What names in US$ are you recommending in the communications sector. Thanks.

Upvote 0

Read Answer Asked by Gerry on February 14, 2023

• Gold Resource Corporation (GORO $1.53)
  • $1.53 Cap: $253M
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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 $570.02)
  • $570.02 P/E (TTM): 34.31X Cap: $42.09B
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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 $187.15)
  • $187.15 P/E (TTM): 26.01X Cap: $367.47B
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• Devon Energy Corporation (DVN $43.71)
  • $43.71 P/E (TTM): 10.47X Cap: $26.44B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $153.53)
  • $153.53 P/E (TTM): 21.91X Cap: $618.93B
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• State Street Energy Select Sector SPDR ETF (XLE $56.01)
  • $56.01 P/E (TTM): 17.33X Cap: $37.70B
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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 $26.02)
  • $26.02 P/E (TTM): 15.26X Cap: $726M
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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 $387.92)
  • $387.92 P/E (TTM): 29.3X Cap: $204.48B
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• AbbVie Inc. (ABBV $230.76)
  • $230.76 P/E (TTM): 175.18X Cap: $397.28B
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• UnitedHealth Group Incorporated (DE) (UNH $293.14)
  • $293.14 P/E (TTM): 14.73X Cap: $259.66B
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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 $4.02)
  • $4.02 Cap: $476M
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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

• Verizon Communications Inc. (VZ $49.94)
  • $49.94 P/E (TTM): 12.24X Cap: $206.20B
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• BCE Inc. (BCE $35.87)
  • $35.87 P/E (TTM): 5.36X Cap: $32.76B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.71)
  • $54.71 P/E (TTM): 4.29X Cap: $29.71B
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• TELUS Corporation (T $18.75)
  • $18.75 P/E (TTM): 25.83X Cap: $29.22B
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• T-Mobile US Inc. (TMUS $217.32)
  • $217.32 P/E (TTM): 22.63X Cap: $233.73B
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Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

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Read Answer Asked by Roger on February 14, 2023