Investment Q&A

• Apple Inc. (AAPL $253.97)
  • $253.97 P/E (TTM): 38.76X Cap: $3.79T
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• BCE Inc. (BCE $32.40)
  • $32.40 P/E (TTM): 70.02X Cap: $30.03B
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• Toromont Industries Ltd. (TIH $154.03)
  • $154.03 P/E (TTM): 26.1X Cap: $12.55B
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• Surge Energy Inc. (SGY $7.12)
  • $7.12 P/E (TTM): 15.8X Cap: $720M
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• Alimentation Couche-Tard Inc. (ATD $73.80)
  • $73.80 P/E (TTM): 19.37X Cap: $68.32B
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• TerraVest Industries Inc. (TVK $140.03)
  • $140.03 Cap: $3B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.35)
  • $122.35 P/E (TTM): 18.23X Cap: $1.44B
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.95)
  • $7.95 P/E (TTM): 6.61X Cap: $220M
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• Boyd Group Services Inc. (BYD $240.06)
  • $240.06 P/E (TTM): 466.23X Cap: $5.12B
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Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?

Upvote 18

Read Answer Asked by James on November 08, 2024

• Capstone Copper Corp. (CS $12.06)
  • $12.06 P/E (TTM): 81.75X Cap: $8.61B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.35)
  • $122.35 P/E (TTM): 18.23X Cap: $1.44B
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Q: Good morning,
As the dust settles south of the border, how do you see these two (and related) stocks, as they're connected to EV and renewable energy. Worth purchasing today, or better to look elsewhere?
Thank you.

Upvote 6

Read Answer Asked by Jessie on November 08, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,419.38)
  • $2,419.38 P/E (TTM): 8.48X Cap: $51.78B
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• Berkshire Hathaway Inc. (BRK.B $498.17)
  • $498.17 P/E (TTM): 17.14X Cap: $1.07T
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• Brookfield Corporation Class A Limited Voting Shares (BN $96.40)
  • $96.40 P/E (TTM): 160.26X Cap: $142.61B
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Q: Warren Buffet has a lot of Cash . What industry will he purchase. What about purchasing Brookfield BA and Fairfax FFH

Is FFH inexpensive ? Is it a BUY Thanks RAK

Upvote 3

Read Answer Asked by bob on November 08, 2024

• Intuitive Surgical Inc. (ISRG $440.19)
  • $440.19 P/E (TTM): 61.44X Cap: $158.13B
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• Eli Lilly and Company (LLY $724.80)
  • $724.80 P/E (TTM): 47.36X Cap: $685.74B
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• UnitedHealth Group Incorporated (DE) (UNH $344.23)
  • $344.23 P/E (TTM): 14.9X Cap: $311.62B
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• Novo Nordisk A/S (NVO $55.52)
  • $55.52 P/E (TTM): 15.63X Cap: $363.68B
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Q: What are presently your Top picks in Healthcare; in either CAD or USD. Thanks.

Upvote 10

Read Answer Asked by Gerry on November 08, 2024

• Apple Inc. (AAPL $253.97)
  • $253.97 P/E (TTM): 38.76X Cap: $3.79T
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• Intuitive Surgical Inc. (ISRG $440.19)
  • $440.19 P/E (TTM): 61.44X Cap: $158.13B
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• NVIDIA Corporation (NVDA $181.60)
  • $181.60 P/E (TTM): 50.77X Cap: $4.33T
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• Booking Holdings Inc. (BKNG $5,482.94)
  • $5,482.94 P/E (TTM): 38.68X Cap: $179.81B
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• Toromont Industries Ltd. (TIH $154.03)
  • $154.03 P/E (TTM): 26.1X Cap: $12.55B
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• Alimentation Couche-Tard Inc. (ATD $73.80)
  • $73.80 P/E (TTM): 19.37X Cap: $68.32B
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• TerraVest Industries Inc. (TVK $140.03)
  • $140.03 Cap: $3B
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• Novo Nordisk A/S (NVO $55.52)
  • $55.52 P/E (TTM): 15.63X Cap: $363.68B
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• S&P Global Inc. (SPGI $492.23)
  • $492.23 P/E (TTM): 37.48X Cap: $148.73B
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• MSCI Inc. (MSCI $568.21)
  • $568.21 P/E (TTM): 37.47X Cap: $43.74B
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• Boyd Group Services Inc. (BYD $240.06)
  • $240.06 P/E (TTM): 466.23X Cap: $5.12B
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• Brookfield Corporation Class A Limited Voting Shares (BN $96.40)
  • $96.40 P/E (TTM): 160.26X Cap: $142.61B
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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 $21.93)
  • $21.93 P/E (TTM): 34.11X Cap: $33.50B
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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 $245.35)
  • $245.35 P/E (TTM): 26.35X Cap: $2.98T
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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 $440.19)
  • $440.19 P/E (TTM): 61.44X Cap: $158.13B
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• NVIDIA Corporation (NVDA $181.60)
  • $181.60 P/E (TTM): 50.77X Cap: $4.33T
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• Booking Holdings Inc. (BKNG $5,482.94)
  • $5,482.94 P/E (TTM): 38.68X Cap: $179.81B
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• United Rentals Inc. (URI $942.46)
  • $942.46 P/E (TTM): 24.53X Cap: $60.94B
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• Axon Enterprise Inc. (AXON $718.39)
  • $718.39 P/E (TTM): 175.28X Cap: $55.64B
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• Eagle Materials Inc (EXP $232.39)
  • $232.39 P/E (TTM): 16.88X Cap: $7.53B
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• Propel Holdings Inc. (PRL $30.68)
  • $30.68 P/E (TTM): 14.67X Cap: $1.17B
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• Catalyst Pharmaceuticals Inc. (CPRX $19.44)
  • $19.44 P/E (TTM): 11.83X Cap: $2.38B
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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 $48.17)
  • $48.17 Cap: $16.19B
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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 $173.10)
  • $173.10 P/E (TTM): 10.46X Cap: $2.79B
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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 $133.01)
  • $133.01 P/E (TTM): 56.59X Cap: $11.37B
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• TerraVest Industries Inc. (TVK $140.03)
  • $140.03 Cap: $3B
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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 $245.35)
  • $245.35 P/E (TTM): 26.35X Cap: $2.98T
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• Intuitive Surgical Inc. (ISRG $440.19)
  • $440.19 P/E (TTM): 61.44X Cap: $158.13B
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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 $305.29)
  • $305.29 P/E (TTM): 53.82X Cap: $58.39B
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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 $743.71)
  • $743.71 P/E (TTM): 26.99X Cap: $1.86T
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• Pinterest Inc. Class A (PINS $33.32)
  • $33.32 P/E (TTM): 12.0X Cap: $22.84B
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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 $123.47)
  • $123.47 P/E (TTM): 30.1X Cap: $76.87B
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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 $912.48)
  • $912.48 P/E (TTM): 53.5X Cap: $406.20B
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• Axon Enterprise Inc. (AXON $718.39)
  • $718.39 P/E (TTM): 175.28X Cap: $55.64B
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• Vertiv Holdings LLC Class A (VRT $144.39)
  • $144.39 P/E (TTM): 66.33X Cap: $52.93B
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• Palantir Technologies Inc. (PLTR $178.78)
  • $178.78 P/E (TTM): 591.9X Cap: $421.25B
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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 $23.84)
  • $23.84 P/E (TTM): 12.64X Cap: $135.08B
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• TELUS Corporation (T $21.93)
  • $21.93 P/E (TTM): 34.11X Cap: $33.50B
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• Emera Incorporated (EMA $66.18)
  • $66.18 P/E (TTM): 22.28X Cap: $19.66B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.40)
  • $12.40 P/E (TTM): 25.65X Cap: $3.59B
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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 $6.63)
  • $6.63 P/E (TTM): 21.32X Cap: $704M
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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 $20.82)
  • $20.82 P/E (TTM): 15.25X 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