Investment Q&A

• Apple Inc. (AAPL $272.14)
  • $272.14 P/E (TTM): 33.49X Cap: $3.99T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 29.3X Cap: $2.23T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $310.92)
  • $310.92 P/E (TTM): 29.13X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• Gildan Activewear Inc. (GIL $98.62)
  • $98.62 P/E (TTM): 23.1X Cap: $14.69B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi,
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks

Upvote 0

Read Answer Asked by Denise on November 18, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What are the prospects for Precious Metals stocks over the next 12-18 months?

Upvote 0

Read Answer Asked by Ian on November 18, 2022

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $96.76)
  • $96.76 P/E (TTM): 13.65X Cap: $20.77B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Kinaxis Inc. (KXS $118.75)
  • $118.75 P/E (TTM): 75.6X Cap: $3.33B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $32.89)
  • $32.89 P/E (TTM): 14.09X Cap: $8.24B
  • View OTEX Profile
  • View Questions on OTEX
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Everyone at 5i!!!
Are there any noteworthy Ai stocks in the TSX???
Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on November 16, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi All at 5i!! This is perhaps not the right question for this venue, but maybe you or a member could help me with this. My son is looking to buy a small house and take on a renter. He is thinking that he wants to get into the real estate rental market . Does anyone know of a or several good reference books dealing with this topic???
Thanks,
Tamara

Upvote 0

Read Answer Asked by Tamara on November 16, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Everyone at 5i!! Today was a good day in the markets, but I can’t help but feel that we have more head winds coming our way. David Rosenberg says that this is a bear rally and we are headed lower. Your thoughts??? Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on November 11, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Peter; Oil & gas is up sharply yet energy stocks are flat or down . What am I missing? Thanks Rod

Upvote 0

Read Answer Asked by Rodney on November 07, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: With both the US and Canadian governments announcing taxes on share buybacks could one speculate that companies might in the future start to accumulate more cash and not always having a “good” option to make good use of this cash. Almost giving some companies no choice but to issue more in dividends or start a dividend? Am I mistaken but I thought from the 1940’s to the 70 or 80’s dividend’s were quite common? This shift in taxation could be interesting the way it plays out. Your thoughts on this is greatly appreciated thank you again for all your help.

Upvote 0

Read Answer Asked by Mark on November 07, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: When do you expect an announcement on 2023 Tfsa contribution limit and do you expect it will be increased from $6000 to $6500?

Upvote 0

Read Answer Asked by Terry on November 07, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: On the recent question on Unity you mention it had a target price of 200.00, who gave that target, analyst, brokerage house, or was this 5i target?
Thanks

Upvote 0

Read Answer Asked by eugene on November 04, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• Aritzia Inc. Subordinate Voting Shares (ATZ $126.11)
  • $126.11 Cap: $14.30B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Five Below Inc. (FIVE $221.40)
  • $221.40 P/E (TTM): 39.3X Cap: $12.21B
  • View FIVE Profile
  • View Questions on FIVE
• Crocs Inc. (CROX $96.69)
  • $96.69 Cap: $4.85B
  • View CROX Profile
  • View Questions on CROX
• Fox Factory Holding Corp. (FOXF $19.07)
  • $19.07 Cap: $824M
  • View FOXF Profile
  • View Questions on FOXF
• Pool Corporation (POOL $217.26)
  • $217.26 P/E (TTM): 20.17X Cap: $8.25B
  • View POOL Profile
  • View Questions on POOL
• TopBuild Corp. (BLD $511.06)
  • $511.06 P/E (TTM): 26.39X Cap: $14.34B
  • View BLD Profile
  • View Questions on BLD

Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.

Thanks,
Roger

Upvote 0

Read Answer Asked by Roger on November 02, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Could you give some pointers as to what priority's you look for in regard to "how to analyze an earnings report"?

How often are earning reports issued?

Thank you.

Upvote 0

Read Answer Asked by Ross on November 02, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: There has been some talk regarding credit cards, in which consumers may have to pay more if using high-end cards. I'm not sure if I have that exactly right, but if something like this happens, wouldn't the credit card companies take a hit?
What is your sense regarding the chances of this happening?

Thanks, Paul

Upvote 0

Read Answer Asked by Paul on November 01, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Could you please explain what these 'buffer' ETFs are and how they work? I found about them in this BNN Bloomberg article: https://www.bnnbloomberg.ca/buffer-etfs-post-80-surge-in-assets-as-haven-in-bear-market-1.1838370

Many thanks!

Upvote 0

Read Answer Asked by Iulian on October 31, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: If the republican party took over the house and senate in the midterms ,how might this affect the price of oil and gas? Thanks harris

Upvote 0

Read Answer Asked by Harris on October 31, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello, Can I get your take on how the markets react during a recession? It seems we are heading into a recession in 2023. Do markets drop further? Do company earnings drop? What sectors if any do you see doing okay during a recession? Do I hold off on buying stocks till middle of 2023 and just stick some money in short term gic/treasury bills? Trying to figure out how to prepare my portfolio for a recession. Thanks

Upvote 0

Read Answer Asked by pietro on October 31, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I'm seeing many S&P500 companies and FANG stocks at prices we haven't seen for a while.
I've been hesitating to buy because the CAD dollar is so low and therefore a big loss in the exchange rate and fees.
Am I wrong in hesitating because of this? Also would buying a Canadian ETF that covers the above stocks be a better way to go?

Thanks, Paul

Upvote 0

Read Answer Asked by Paul on October 31, 2022

• NVIDIA Corporation (NVDA $192.85)
  • $192.85 P/E (TTM): 47.1X Cap: $4.68T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,368.45)
  • $2,368.45 P/E (TTM): 58.29X Cap: $50.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.46)
  • $160.46 P/E (TTM): 136.93X Cap: $209.25B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• Trisura Group Ltd. (TSU $45.35)
  • $45.35 P/E (TTM): 18.25X Cap: $2.15B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• InMode Ltd. (INMD $13.98)
  • $13.98 Cap: $885M
  • View INMD Profile
  • View Questions on INMD

Q: Hi Everyone at 5i!!!
First, I would like to thank everyone for your support and hand holding in these trying market times!! You have helped me keep panic and the temptation of emotional selling at bay. My question: I am building TFSA’s for my kids . Could you please give me 5 long term holds either US or Canadian which you think hold decent growth prospects for the future for them . I understand that you do not have a manic crystal ball . Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on October 28, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I know that you feel now is a time to dip back into the market as most blue chips are down 25% and more and growth stocks are down 50 to 80%, but with the FED still raising rates maybe another 1.5%, would it not be wiser to not fight the FED and wait. I cannot see the markets going up until these rate increases stop.
Thanks again.

Upvote 0

Read Answer Asked by eugene on October 24, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: In pass recessions how has stock market performance been, % up or % down?
Thanks again

Upvote 0

Read Answer Asked by eugene on October 23, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: With what has happened with the market and what we might be looking at in the next months or year or so, if you are not in the market, would you invest now or just sit on the sidelines and let this whole mess play out and enjoy your cash?
Thanks again.

Upvote 0

Read Answer Asked by eugene on October 20, 2022