Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $152.73)
  • $152.73 P/E (TTM): 24.94X Cap: $23.83B
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• Vanguard S&P 500 ETF (VOO $571.45)
  • $571.45 P/E (TTM): 57.15X Cap: $641.20B
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• SPDR S&P 500 ETF Trust (SPY $621.72)
  • $621.72 P/E (TTM): 57.48X Cap: $642.87B
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Q: VFV vs. VOO:
I understand VFV ETF contains VOO ETF, correct? What would you recommend, buy VFV in CDN $ account, or convert CDN$ cash in US$ cash using Norbit gambit and buy VOO in US account with US$? Any other recommendation for ETF to invest in US S&P500?

Upvote 5

Read Answer Asked by Naren on May 07, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.18X Cap: $29.53B
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Mullen Group Ltd. (MTL $13.07)
  • $13.07 P/E (TTM): 12.33X Cap: $1.14B
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• Surge Energy Inc. (SGY $7.30)
  • $7.30 Cap: $727M
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• Granite Real Estate Investment Trust (GRT.UN $73.84)
  • $73.84 P/E (TTM): 14.68X Cap: $4.59B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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• Tamarack Valley Energy Ltd. (TVE $5.31)
  • $5.31 P/E (TTM): 11.3X Cap: $2.69B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.77X Cap: $3.36B
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Q: I need to sell some of my shares . Of my list, which would you be inclined to sell first ? Please list them by order # 1to 8. Thanks

Upvote 7

Read Answer Asked by Frank on May 07, 2024

• Vertiv Holdings LLC Class A (VRT $141.59)
  • $141.59 P/E (TTM): 82.32X Cap: $54.06B
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• Palantir Technologies Inc. (PLTR $154.27)
  • $154.27 P/E (TTM): 670.74X Cap: $364.06B
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Q: Hi,
We have held a small position of PLTR since the IPO. Could you please comment on PLTR’s earnings? Street is obviously not happy. Thinking about switching to VRT. Which company do you think is better going forward PLTR or VRT? We already own NVDA, Google and Meta.
Thanks!
Kerri

Upvote 8

Read Answer Asked by KERRI on May 07, 2024

• Palantir Technologies Inc. (PLTR $154.27)
  • $154.27 P/E (TTM): 670.74X Cap: $364.06B
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Q: If less than a 1% positioin held would you add to it today?

Upvote 6

Read Answer Asked by William Ross on May 07, 2024

• Eldorado Gold Corporation (ELD $29.00)
  • $29.00 P/E (TTM): 13.32X Cap: $5.95B
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• New Gold Inc. (NGD $5.88)
  • $5.88 P/E (TTM): 22.83X Cap: $4.65B
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• Galiano Gold Inc. (GAU $1.91)
  • $1.91 Cap: $491M
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Q: will you invest in the named gold stocks and please rank them in terms of risk and reward. thanks.

Upvote 1

Read Answer Asked by victor on May 07, 2024

• Nextracker Inc. (NXT $56.57)
  • $56.57 P/E (TTM): 16.3X Cap: $8.27B
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Q: Hi, I would appreciate your current view and level of conviction on this company. Based on numerous comments, it's been a 5i favorite for quite some time, although, stock pulled back from its highs, during the month of April. Stock price seems to stabilize a bit for past week or so. Utilities ( Power producers, specifically) also seem to be slowing finding some favour, possibly due to expectation of incredibly large demand for electricity/power from Data centres, over next 10 years or longer.

Would you consider this co. to be a good fit to have an exposure to this area and if so, whether the recent concerns have been mitigated and what price levels would you suggest to start a position.

Thank You

Upvote 9

Read Answer Asked by rajeev on May 07, 2024

• Public Storage (PSA $278.89)
  • $278.89 P/E (TTM): 27.67X Cap: $48.93B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.05)
  • $116.05 Cap: $1.90B
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• High Interest Savings Account ETF (HISA)
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Q: For a couple in their 70's with a 3 year time horizon, what ETF or ETFs would you suggest as relatively safe investments?

Upvote 6

Read Answer Asked by A on May 07, 2024

• NextEra Energy Inc. (NEE $70.40)
  • $70.40 P/E (TTM): 24.62X Cap: $144.97B
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• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Capital Power Corporation (CPX $56.51)
  • $56.51 P/E (TTM): 12.1X Cap: $7.87B
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• Atmos Energy Corporation (ATO $155.81)
  • $155.81 P/E (TTM): 21.76X Cap: $24.81B
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• Otter Tail Corporation (OTTR $75.29)
  • $75.29 P/E (TTM): 10.73X Cap: $3.15B
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Q: Hi, with the relatively attractive PE ratio of Utilities and the proxy play of increased energy consumption demands of AI, can you recommend 3 Canadian Utilities and 3 US Utilities with a growth focus for a 2-3 year hold, and your thoughts on each.

Upvote 6

Read Answer Asked by Colum on May 07, 2024

• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
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• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: what are your top 3 picks in gold stocks and why? thanks.

Upvote 5

Read Answer Asked by victor on May 07, 2024

• SPDR S&P 500 ETF Trust (SPY $621.72)
  • $621.72 P/E (TTM): 57.48X Cap: $642.87B
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• Berkshire Hathaway Inc. (BRK.B $472.84)
  • $472.84 P/E (TTM): 12.6X Cap: $1.02T
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Q: Peter, the 1/4 & FY looked good to us, your thoughts ? How has it compared to benchmarks over the past 5, 10, 20 yrs ? Is it a 1 stop shop vs S&P 500 ? Thank you as its our biggest holding.

Upvote 9

Read Answer Asked by Paul on May 07, 2024

• Crocs Inc. (CROX $97.13)
  • $97.13 P/E (TTM): 5.95X Cap: $5.44B
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Q: Hello 5i, can you comment on Crocs earnings please. The market seems to like them, but what do you think about the declining Hey Dude revenues? Thanks.

Upvote 4

Read Answer Asked by Martin on May 07, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
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Q: On the answer today to the top 5 growth stocks in Canada and US - is GLXY worthy of being in or close to your answer? Why or why not please.

Thanks,

Terry

Upvote 3

Read Answer Asked by Terry on May 07, 2024

Q: Are margin requirements the same for Mutual funds versus ETF s ?
Example FID Gobal Innovators Fund versus the ETF.

Upvote 1

Read Answer Asked by Gary on May 07, 2024

• Celsius Holdings Inc. (CELH $44.72)
  • $44.72 P/E (TTM): 135.52X Cap: $11.52B
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Q: please review the results. is it still a buy after a miss?

Upvote 8

Read Answer Asked by JR on May 07, 2024

• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
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• BMO Equal Weight Banks Index ETF (ZEB $46.45)
  • $46.45 P/E (TTM): 12.63X Cap: $3.87B
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Q: In what way will the lowering of interest rates affect insurance companies such as SLF:CA and the Canadian banks?

Upvote 12

Read Answer Asked by A on May 07, 2024

• Berkshire Hathaway Inc. (BRK.B $472.84)
  • $472.84 P/E (TTM): 12.6X Cap: $1.02T
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Q: Good morning 5i
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation

Upvote 11

Read Answer Asked by joseph on May 07, 2024

• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 41.76X Cap: $3.25B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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• Vitalhub Corp. (VHI $13.53)
  • $13.53 P/E (TTM): 300.67X Cap: $754M
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• Vertiv Holdings LLC Class A (VRT $141.59)
  • $141.59 P/E (TTM): 82.32X Cap: $54.06B
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• Celsius Holdings Inc. (CELH $44.72)
  • $44.72 P/E (TTM): 135.52X Cap: $11.52B
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• Duolingo Inc. (DUOL $338.99)
  • $338.99 P/E (TTM): 166.99X Cap: $15.51B
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• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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• TransMedics Group Inc. (TMDX $120.55)
  • $120.55 P/E (TTM): 87.86X Cap: $4.10B
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• Nextracker Inc. (NXT $56.57)
  • $56.57 P/E (TTM): 16.3X Cap: $8.27B
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Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.

Upvote 79

Read Answer Asked on May 07, 2024

Q: Hi Group . I am not happy with my Raymond James financial advisor. Namely I am paying them $1200/month in fees. Presently i am at 6% return YTD (7 1/2 average over last 10 yrs). When i look at your balanced portfolio you are significantly better than that as is the major markets..

What is the best way to measure performance. Is it fair to say in general that they should be better than the market. What do you suggest as a reasonable measurement on performance . I realize this is not easy to measure so can you give me some suggestions that i can follow . thanks for your help

Upvote 12

Read Answer Asked by Terence on May 07, 2024

Q: What is the difference or implication buying Global Innovators mutual fund versus buying Global Innovators mutual fund?

Upvote 2

Read Answer Asked by Gary on May 07, 2024

• Alset AI Ventures Inc. (KSUM)
  • Cap: $8M
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Q: Can I please have your view of KSUM?

Upvote 1

Read Answer Asked by John on May 07, 2024