Investment Q&A

Q: Hi, could you please compare these two companies. I own Bip.un , thinking of selling for cpx . I feel Bip.un is stagnant with little catalyst going forward. ( quite a bad chart). If I switch to cpx my rationale is to try and capitalize on the electrification that is going on?
Which of these two companies would you rather have for the next 4 years?
Thanks

Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?

Q: hi folks:

i have done well with IVN over the years, yet i admit i am losing my nerve.......

understanding that they likely do have the 'best and most profitable' copper mine in the world, the 'potential' drc political situation worries me more than any future profit potential

keeping in mind that everywhere has some political risk, what would your recommendations be for continued copper exposure ?

(i own a full position in CS as well)

thanks once again; always appreciate your advice and analysis

Q: Hi 5i
After the very fast run up in share price what is the current short interest and would you consider it at a level investors should be paying attention to?
Is it in a possible short squeeze position.... if so, is there any position management required in your opinion , or let it ride,,,
Small position since before the split last year but time frame is now only about two years...

Thx

Q: Hi 5i, according to my math Goog is trading at 19.6 FY24 and 17.2 FY25 pe's. At what point do you consider this too irresistible? I put on a half position a few months back and looking to bring it upto a full position. I know you guys ❤️ momentum, but there seems to be a new floor daily. Thx.

Q: Would you still buy Lumine at today's price for an RESP account to hold for about 8 years?
Thanks

Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.

Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Q: Hi Peter & 5i team,
Thinking of adding more WSP global for a long term hold. What do you think of the stock price today versus earnings growth.
Thank you

Q: Hi 5i,

Towards what price range would it be realistic to see LMN stock over time if nothing serious gets in the way?

Thanks

Q: I'm letting my winners run right now - while monitoring for news and quality. SMCI took a big jump today because of its promotion. Is a 25% jump warranted here? Thanks!

Q: Interest is peaked when you mentioned this company Arch Capital Group Ltd among CSU LMN TOI HEI TVK as potential long term compounders to Peter's recent question. I haven't heard of the company and the few questions on it here don't give much. I know they are in Insurance, Reinsurance and Mortgage and seems like they have made some decent acquisitions. Performance is inline with Fairfax the last 5 years.

But what reasons made you choose it with the other companies listed TOI, LMN HEI TVK?
Also what stands out vs others in Insurance companies such as Fairfax and Intact in Canada or Markel in USA? DO you prefer it or them or others for GROWTH?

PS did you get a question regarding Bird Construction Group I sent one in Monday, thanks!

Q: How much will the Fisker troubles affect MG?

Q: Thoughts on the quarter and outlook? Is the initiation of the dividend a way to offset slower growth and keep shareholders happy?

Q: Would you be able to tell me the trailing and forward P/E for XRE and ZRE? What are your general thoughts for REITs over the next few years?
Thanks!

Q: Everyone,
What is an appropriate PE ratio for LMN in five years?
Clayton

Q: Hello 5i, As the Trans Mountain Pipeline is nearing completion could you speculate as to is the Federal Govt sells the pipeline which Companies/Groups would be the logical buyers.

Q: I own LLY and GEHC and am looking to add CVS or SYK? I'm actually open to selling LLY or GECH, but my point is I'd like to keep 3.

Please let me know your thoughts.

Q: ISRG and AXON. Love the narrative and the respective charts for both these stocks. I just can't get past the valuation. For instance, in a recent article on SA by a highly
respected author, he opened my eyes on P/S ratios. Here's a quote:

"While 41 companies in the S&P 500 are trading above 10x price-to-sales, 131 companies (26% of the S&P) trade above 5x sales and must grow sales by more than 100% yearly to maintain that valuation. The problem is that some companies, like Apple (AAPL), have declining revenue growth rates."

Both ISRG and AXON are in this high P/S category he's referring to. In fact not only are they both above 5, they are above 10. Were they priced at more reasonable P/S levels during the last recession? Is that the only time you can grab these two wide-moat companies at a more compelling ratio?

Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you