Investment Q&A

• Apple Inc. (AAPL $270.37)
  • $270.37 P/E (TTM): 41.18X Cap: $4.01T
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• Intuitive Surgical Inc. (ISRG $534.28)
  • $534.28 P/E (TTM): 73.82X Cap: $191.52B
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• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 57.8X Cap: $4.92T
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• Booking Holdings Inc. (BKNG $5,077.74)
  • $5,077.74 P/E (TTM): 35.42X Cap: $163.67B
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• Toromont Industries Ltd. (TIH $168.51)
  • $168.51 P/E (TTM): 26.6X Cap: $13.71B
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• Alimentation Couche-Tard Inc. (ATD $71.28)
  • $71.28 P/E (TTM): 18.61X Cap: $67.04B
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• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
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• Novo Nordisk A/S (NVO $49.46)
  • $49.46 P/E (TTM): 14.21X Cap: $363.68B
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• S&P Global Inc. (SPGI $487.21)
  • $487.21 P/E (TTM): 37.81X Cap: $147.52B
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• MSCI Inc. (MSCI $588.55)
  • $588.55 P/E (TTM): 38.64X Cap: $44.22B
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• Boyd Group Services Inc. (BYD $224.03)
  • $224.03 P/E (TTM): 427.13X Cap: $4.80B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
  • $64.59 P/E (TTM): 106.25X Cap: $144.90B
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Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Upvote 20

Read Answer Asked by Frank on November 08, 2024

• TELUS Corporation (T $20.51)
  • $20.51 P/E (TTM): 32.22X Cap: $31.48B
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Q: Hi 5i, thoughts on quarterly release pls and thx. Numbers look OK, and their capx seems to be decreasing. Is due to them nearing completion of 5g build out? If so this company should turn into a cash flow machine to pay down debt and other shareholder friendly moves.

Upvote 7

Read Answer Asked by Christopher on November 08, 2024

• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 30.05X Cap: $3.39T
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Q: What sector does GOOG belong to?

According to nasdaq.com it is Technology.
According to finance.yahoo.com it is Communication Services.

I remember a few years ago it was supposed to be reclassified from Technology to Communication Services, but NASDAQ, which is where it is listed says it is Technology.

Upvote 4

Read Answer Asked by Paul on November 08, 2024

• Intuitive Surgical Inc. (ISRG $534.28)
  • $534.28 P/E (TTM): 73.82X Cap: $191.52B
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• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 57.8X Cap: $4.92T
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• Booking Holdings Inc. (BKNG $5,077.74)
  • $5,077.74 P/E (TTM): 35.42X Cap: $163.67B
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• United Rentals Inc. (URI $871.18)
  • $871.18 P/E (TTM): 22.25X Cap: $56.05B
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• Axon Enterprise Inc. (AXON $732.23)
  • $732.23 P/E (TTM): 182.71X Cap: $57.48B
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• Eagle Materials Inc (EXP $212.32)
  • $212.32 P/E (TTM): 15.81X Cap: $6.80B
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• Propel Holdings Inc. (PRL $25.52)
  • $25.52 P/E (TTM): 11.92X Cap: $995M
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• Catalyst Pharmaceuticals Inc. (CPRX $21.27)
  • $21.27 P/E (TTM): 12.71X Cap: $2.60B
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Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Upvote 12

Read Answer Asked by Marty on November 08, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
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Q: Hello
Incredible move upwards since yesterday. Am up a lot since purchase-thanks to 5i. Priced with bitcoin moves and wondering about getting shook out with this big move. Do you foresee still higher prices and increasing forward momentum?
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on November 08, 2024

• goeasy Ltd. (GSY $168.65)
  • $168.65 P/E (TTM): 10.04X Cap: $2.71B
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Q: Please comment on earnings; thanks

Upvote 15

Read Answer Asked by Aaron on November 08, 2024

• Miscellaneous (MISC)
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Q: Hi, This is related to Taxation. I sell BCE in personal cash account, book loss against gains in the same cash account and then buy BCE under wife cash account. Will i be able to book loss under personal cash account? Thanks

Upvote 4

Read Answer Asked by S on November 08, 2024

• Descartes Systems Group Inc. (The) (DSG $123.87)
  • $123.87 P/E (TTM): 52.83X Cap: $10.64B
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• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
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Q: Both these stocks are doing very well. TVK appears cheaper. Do you think this is a good time to buy and which one would you prefer today?

Upvote 8

Read Answer Asked by Ken on November 08, 2024

• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 30.05X Cap: $3.39T
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• Intuitive Surgical Inc. (ISRG $534.28)
  • $534.28 P/E (TTM): 73.82X Cap: $191.52B
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Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks

Upvote 9

Read Answer Asked by peter on November 08, 2024

• Franco-Nevada Corporation (FNV $261.99)
  • $261.99 P/E (TTM): 46.36X Cap: $50.48B
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Q: Comments on FNV results please

Upvote 2

Read Answer Asked by Michael on November 08, 2024

• Meta Platforms Inc. (META $648.35)
  • $648.35 P/E (TTM): 24.18X Cap: $1.63T
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• Pinterest Inc. Class A (PINS $33.10)
  • $33.10 P/E (TTM): 11.61X Cap: $22.50B
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Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Airbnb Inc. (ABNB $126.54)
  • $126.54 P/E (TTM): 30.74X Cap: $78.63B
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Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Costco Wholesale Corporation (COST $911.45)
  • $911.45 P/E (TTM): 66.06X Cap: $403.93B
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• Axon Enterprise Inc. (AXON $732.23)
  • $732.23 P/E (TTM): 182.71X Cap: $57.48B
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• Vertiv Holdings LLC Class A (VRT $192.86)
  • $192.86 P/E (TTM): 92.71X Cap: $73.64B
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• Palantir Technologies Inc. (PLTR $200.47)
  • $200.47 P/E (TTM): 648.5X Cap: $475.58B
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Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Upvote 14

Read Answer Asked by Nick on November 08, 2024

• Pfizer Inc. (PFE $24.65)
  • $24.65 P/E (TTM): 12.92X Cap: $140.14B
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• TELUS Corporation (T $20.51)
  • $20.51 P/E (TTM): 32.22X Cap: $31.48B
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• Emera Incorporated (EMA $66.68)
  • $66.68 P/E (TTM): 22.98X Cap: $19.95B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.09)
  • $12.09 P/E (TTM): 25.06X Cap: $3.53B
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Q: Buy, sell or hold with a few comments on each
Much appreciated. ram

Upvote 4

Read Answer Asked by Ray on November 08, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.29)
  • $6.29 P/E (TTM): 20.23X Cap: $670M
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Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on November 08, 2024

• Enghouse Systems Limited (ENGH $20.81)
  • $20.81 P/E (TTM): 15.06X Cap: $1.14B
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Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.

Thanks as always.

Upvote 3

Read Answer Asked by Molly on November 08, 2024

• Palo Alto Networks Inc. (PANW $220.24)
  • $220.24 P/E (TTM): 135.99X Cap: $147.31B
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• CrowdStrike Holdings Inc. (CRWD $543.01)
  • $543.01 Cap: $136.27B
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• Palantir Technologies Inc. (PLTR $200.47)
  • $200.47 P/E (TTM): 648.5X Cap: $475.58B
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Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Upvote 4

Read Answer Asked by Cheryl on November 08, 2024

• Agnico Eagle Mines Limited (AEM $225.58)
  • $225.58 P/E (TTM): 33.34X Cap: $113.40B
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Q: Hi Peter…I think AEM has recently reported Q3. How did they do? Do you like their share / warrant purchase of ATX? I believe Lundin has been active nearby. Do you consider Chile to be “investor friendly”? Any comments you have would be appreciated.
Jim

Upvote 3

Read Answer Asked by James on November 08, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.62)
  • $28.62 Cap: $8.84B
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Q: Given the expected economic/market conditions over the next 5+ year horizon, if you were to look into your crystal ball, would XBB be a good solid bond fund to hold for one’s safer investments ?

Upvote 2

Read Answer Asked by Robbie on November 08, 2024

• Manulife Financial Corporation (MFC $45.39)
  • $45.39 P/E (TTM): 14.21X Cap: $77.09B
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Q: Greetings 5i Team - Your thoughts on its latest Q. Do you prefer it over SLF? or could the two be owned? Thank you.

Upvote 3

Read Answer Asked by basil on November 08, 2024