Investment Q&A

• CS Disco Inc. (LAW $6.54)
  • $6.54 Cap: $406M
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Q: May I please have your opinion of CS Disco (LAW)?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

Q: Do you recommend buying any of these now, and if "yes" at what buy price pls? Thank you.

Upvote 3

Read Answer Asked by Ron on March 12, 2024

• Intuitive Surgical Inc. (ISRG $536.18)
  • $536.18 P/E (TTM): 75.96X Cap: $192.71B
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• NVIDIA Corporation (NVDA $202.99)
  • $202.99 P/E (TTM): 57.27X Cap: $5.03T
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• Booking Holdings Inc. (BKNG $5,147.95)
  • $5,147.95 P/E (TTM): 35.7X Cap: $163.61B
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• AbbVie Inc. (ABBV $227.14)
  • $227.14 P/E (TTM): 108.87X Cap: $397.72B
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• Eli Lilly and Company (LLY $829.04)
  • $829.04 P/E (TTM): 53.6X Cap: $769.97B
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• lululemon athletica inc. (LULU $167.65)
  • $167.65 P/E (TTM): 12.29X Cap: $19.32B
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• Hilton Worldwide Holdings Inc. (HLT $258.71)
  • $258.71 P/E (TTM): 40.14X Cap: $62.97B
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• Crocs Inc. (CROX $82.71)
  • $82.71 P/E (TTM): 23.25X Cap: $4.62B
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Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.

Upvote 15

Read Answer Asked by Alex on March 12, 2024

• Doman Building Materials Group Ltd. (DBM $8.89)
  • $8.89 P/E (TTM): 10.18X Cap: $756M
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Q: please comment dbm earnings out after close today.
thank you.

Upvote 1

Read Answer Asked by howard on March 12, 2024

• ARC Resources Ltd. (ARX $25.55)
  • $25.55 P/E (TTM): 6.02X Cap: $14.89B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $1.27)
  • $1.27 Cap: $375M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $10.19)
  • $10.19 Cap: $1.59B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Amazon.com Inc. (AMZN $224.75)
  • $224.75 P/E (TTM): 34.95X Cap: $2.45T
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• Visa Inc. (V $347.57)
  • $347.57 P/E (TTM): 33.88X Cap: $662.06B
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Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Amazon.com Inc. (AMZN $224.75)
  • $224.75 P/E (TTM): 34.95X Cap: $2.45T
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• Airbnb Inc. (ABNB $125.71)
  • $125.71 P/E (TTM): 31.15X Cap: $78.59B
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Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?

Upvote 4

Read Answer Asked by Andrew on March 12, 2024

• Amazon.com Inc. (AMZN $224.75)
  • $224.75 P/E (TTM): 34.95X Cap: $2.45T
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• WSP Global Inc. (WSP $273.04)
  • $273.04 P/E (TTM): 45.16X Cap: $35.51B
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• Lumine Group Inc. (LMN $33.00)
  • $33.00 P/E (TTM): 131.81X Cap: $8.49B
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Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Purpose High Interest Savings Fund (PSA $50.00)
  • $50.00 Cap: $3.24B
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• Global X High Interest Savings ETF (CASH $50.08)
  • $50.08 Cap: $6.75B
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Q: Do you have a couple of recommendations for safe ETFs that would be alternatives to money market mutual funds for Canadian funds? Thanks

Upvote 1

Read Answer Asked by Michael on March 12, 2024

• Snowflake Inc. (SNOW $270.05)
  • $270.05 Cap: $91.37B
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Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on March 12, 2024

• Baytex Energy Corp. (BTE $3.20)
  • $3.20 P/E (TTM): 6.79X Cap: $2.49B
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• Tamarack Valley Energy Ltd. (TVE $6.15)
  • $6.15 P/E (TTM): 13.49X Cap: $3.13B
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• Headwater Exploration Inc. (HWX $7.25)
  • $7.25 P/E (TTM): 9.37X Cap: $1.74B
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Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $7.25)
  • $7.25 P/E (TTM): 9.37X Cap: $1.74B
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Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024

• Waste Connections Inc. (WCN $236.91)
  • $236.91 P/E (TTM): 69.83X Cap: $60.46B
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• GFL Environmental Inc. subordinate voting shares (GFL $61.47)
  • $61.47 Cap: $22.24B
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Q: GFL or Waste Management?

Upvote 4

Read Answer Asked by Gregory on March 12, 2024

• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 14.27X Cap: $126.89B
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Q: May I please have your opinion of Newmont Corp as a gold investment?
With appreciation.
Ed

Upvote 2

Read Answer Asked by Ed on March 12, 2024

• Kinaxis Inc. (KXS $170.19)
  • $170.19 P/E (TTM): 147.97X Cap: $4.80B
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• Thomson Reuters Corporation (TRI $215.13)
  • $215.13 P/E (TTM): 44.56X Cap: $96.08B
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Q: I am thinking of selling KXS and buying TRI. What do you think?

Upvote 4

Read Answer Asked by Peter on March 12, 2024

• Eli Lilly and Company (LLY $829.04)
  • $829.04 P/E (TTM): 53.6X Cap: $769.97B
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Q: LLY stock price is struggling lately. Do you have insight to the reasons for the drop? I am interested in a purchase but would like to avoid catching a falling knife. I would appreciate your insight. Thanks you.

Upvote 1

Read Answer Asked by Dennis on March 12, 2024

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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Q: Hello5i, Could you comment on the takeover of MDF by KKR also could there be a rival offer. I own MDF and am considering selling MDF.

Upvote 2

Read Answer Asked by Michael on March 12, 2024

• Super Micro Computer Inc. (SMCI $51.29)
  • $51.29 P/E (TTM): 31.17X Cap: $31.31B
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• Vertiv Holdings LLC Class A (VRT $198.02)
  • $198.02 P/E (TTM): 91.18X Cap: $76.09B
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Q: Hi, You did not answer the second part of my question.
Would you prefer to own one over the other? If so which one? Thanks

Upvote 7

Read Answer Asked by Marco on March 12, 2024