Investment Q&A

• Cameco Corporation (CCO)
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• Vistra Corp. (VST)
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• Constellation Energy Corporation (CEG)
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Q: Between Vistra, NEG and Constellation Energy…which one do you think has the most upside?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?

Upvote 3

Read Answer Asked by Helen on September 30, 2024

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hi Team,

Where do you see ATD going from here? I'm down 6.5% and wondering if I should sell and claim the tax loss. Would you re-buy in 30 days? If not, what would be your top 5 picks USD or CDN in the same sector?
Thanks

Upvote 4

Read Answer Asked by Marco on September 30, 2024

• Canon Inc. American Depositary Shares (CAJ)
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Q: What is your opinion of Canon and there future growth prospects. Is the adoption of their technology a threat to ASML now or in the near future?

Upvote 1

Read Answer Asked by Ian on September 30, 2024

• AGF Management Limited Class B Non-Voting Shares (AGF.B)
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Q: Please provide your assessment of AGF.B. Is it timely to invest in this company now?

Upvote 1

Read Answer Asked by Franklin on September 30, 2024

• ATCO Ltd. Class I Non-voting Shares (ACO.X)
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Q: Do you see upside movement with rates dropping besides the divident?

Upvote 3

Read Answer Asked by Gary on September 30, 2024

• Super Micro Computer Inc. (SMCI)
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Q: I noticed that SMCI has a P/E ratio of 20.23, which is quite appealing for a tech stock. Do you believe the business will continue to perform well in the future? Considering today’s significant drop in the stock price, would you see it as a buying opportunity? Thank you.

Upvote 3

Read Answer Asked by Esther on September 30, 2024

• Lumine Group Inc. (LMN)
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Q: Lumine has basically drifted lower for the past eight months.Do you see anything contributing to this lack of interest or any alarming signposts?

Upvote 5

Read Answer Asked by Kim on September 30, 2024

• Costco Wholesale Corporation (COST)
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Q: Hi guys,

Please provide feedback on costco most recent quarter.
Thanks
Jim

Upvote 7

Read Answer Asked by jim on September 30, 2024

• Filo Corp (FIL)
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Q: Good morning,

Could you please help explain the best current course of action with respect to the tender of Filo shares - $33.00 cash or Lundin shares or combination cash and shares? Is it now possible to receive more than $33 a share?

Thank you for your help.

Upvote 2

Read Answer Asked by Brad on September 30, 2024

• Super Micro Computer Inc. (SMCI)
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Q: Time to sell SMCI?

Upvote 6

Read Answer Asked by sean on September 30, 2024

• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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• Cenovus Energy Inc. (CVE)
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Q: In the Energy sector, ENB has done quite well over the past 6 months. The opposite has occurred for the producers, such as CNQ and CVE. Is it worth rotating from pipelines like ENB into the producers?

Upvote 7

Read Answer Asked by Mike on September 30, 2024

• Astera Labs Inc. (ALAB)
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Q: Hi 5i Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.

Upvote 1

Read Answer Asked by BEN on September 30, 2024

• Constellation Software Inc. (CSU)
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Q: I am concerned that AI will disrupt traditional software companies including the companies within the CSU family. What are some early signals that would indicate AI is disrupting CSU's traditional businesses and growth prospects?

Thanks.

Upvote 16

Read Answer Asked by Joel on September 30, 2024

• Jacobs Solutions Inc. (J)
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Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!

Upvote 2

Read Answer Asked by Andrew on September 30, 2024

• Dexterra Group Inc. (DXT)
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Q: I liked the concept of Dexterra but it has not performed particularly well. It has a newish board. What is your view?

Upvote 1

Read Answer Asked by Anthony on September 30, 2024

• Imperial Metals Corporation (III)
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Q: It's been a while since you commented upon this company. What would be your current view about taking a small position in it despite the limited trading volume?

Upvote 1

Read Answer Asked by Peter on September 30, 2024

• Capstone Copper Corp. (CS)
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Q: Why have you not done a company report, considering it is a decent weighting of your Growth portfolio. I searched and I could not find one. What triggers you to publish one for any company? Thanks

Upvote 7

Read Answer Asked by Phil on September 30, 2024

• Saputo Inc. (SAP)
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Q: On July 12 in response to a question regarding Co. it was stated EPS consensus calls for at least a 25% increase and that PE of 17 is still below 10 yr. average. With a substantial move lower, which I assume is on no news, can these shares be bought? Also, can you confirm the move down is on no news please? Is the move down possibly due to a move away from defensive staples? Thank you.

Upvote 2

Read Answer Asked by John on September 30, 2024

• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.

Upvote 11

Read Answer Asked by Bruce on September 30, 2024

• TD Investment Savings Account Series F (TDB8158)
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Q: Good afternoon,
Which of these two is better to invest my US cash for the next year?
Secondly which is safer?

Thanks,
George

Upvote 3

Read Answer Asked by George on September 30, 2024