Investment Q&A

• Toronto-Dominion Bank (The) (TD $111.71)
  • $111.71 P/E (TTM): 9.31X Cap: $189.68B
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• Bank of Nova Scotia (The) (BNS $89.24)
  • $89.24 P/E (TTM): 17.26X Cap: $111.99B
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• Canadian National Railway Company (CNR $130.66)
  • $130.66 P/E (TTM): 17.82X Cap: $81.60B
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• Canadian Pacific Kansas City Limited (CP $103.09)
  • $103.09 P/E (TTM): 22.82X Cap: $95.16B
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• Sun Life Financial Inc. (SLF $82.98)
  • $82.98 P/E (TTM): 15.01X Cap: $46.99B
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• WSP Global Inc. (WSP $270.52)
  • $270.52 P/E (TTM): 44.12X Cap: $35.34B
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• TMX Group Limited (X $52.40)
  • $52.40 P/E (TTM): 34.38X Cap: $14.59B
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• Toromont Industries Ltd. (TIH $154.66)
  • $154.66 P/E (TTM): 26.1X Cap: $12.54B
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• TFI International Inc. (TFII $121.60)
  • $121.60 P/E (TTM): 20.66X Cap: $10.33B
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• EQB Inc. (EQB $92.51)
  • $92.51 P/E (TTM): 10.56X Cap: $3.57B
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• Boyd Group Services Inc. (BYD $234.94)
  • $234.94 P/E (TTM): 466.23X Cap: $5.11B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.56)
  • $94.56 P/E (TTM): 160.26X Cap: $144.03B
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Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.

Upvote 26

Read Answer Asked by Shane on November 18, 2024

• Laurentian Bank of Canada (LB $32.89)
  • $32.89 P/E (TTM): 13.37X Cap: $1.46B
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Q: Hello 5iR,
Do you have any information that would account for the spike up to 28.40 on good volume? Would you consider this stock a buy to day? Thanks. Cheers

Upvote 3

Read Answer Asked by Hans on November 18, 2024

• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $11M
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Q: Can you reflect on their q3. I know it's not great but does the first time ever positive ebitda give it a heartbeat if the trend continues.

Upvote 3

Read Answer Asked by Steve on November 18, 2024

• Vanguard Balanced ETF Portfolio (VBAL $36.54)
  • $36.54 Cap: $4.07B
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Q: Could you suggest an “all in one ETF”? This means investing in one ETF and that is all. Would you recommend doing this? I’ve seen these being pushed in private pension plans.

Thanks.

Upvote 9

Read Answer Asked by Federico on November 18, 2024

• Nike Inc. (NKE $69.13)
  • $69.13 P/E (TTM): 32.09X Cap: $102.71B
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Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?

Upvote 4

Read Answer Asked by Robbie on November 18, 2024

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• First Majestic Silver Corp. (AG $17.04)
  • $17.04 Cap: $8.27B
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Q: Does your analysis predict, as well as it can, that FR is a good investment for the next 10 years?

Thanks,

Joseph

Upvote 1

Read Answer Asked by Joseph on November 18, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $50.37)
  • $50.37 P/E (TTM): 1.72X Cap: $3.33B
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG $29.15)
  • $29.15 P/E (TTM): 1.35X Cap: $507M
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Q: Which one do you prefer for a 3 year hold?

Upvote 3

Read Answer Asked by David M. on November 18, 2024

• Eli Lilly and Company (LLY $731.81)
  • $731.81 P/E (TTM): 47.36X Cap: $687.61B
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Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..

Upvote 8

Read Answer Asked by John on November 18, 2024

• Silicon Motion Technology Corporation (SIMO $93.13)
  • $93.13 P/E (TTM): 34.18X Cap: $3.14B
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Q: Can you provide recent EPS, revenue metrics and outlook/forecasts. Do you consider this company a buy? Thank you.

Upvote 1

Read Answer Asked by John on November 18, 2024

• Nu Holdings Ltd. Class A (NU $15.73)
  • $15.73 Cap: $76.85B
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Q: What are your thoughts on NU Holdings latest quarter? Other than revenue being slightly below estimates, things looked good. Does growth look to be intact and is the drop related to profit taking or is there something else here? Thanks

Upvote 2

Read Answer Asked by Dave on November 18, 2024

• B2Gold Corp. (BTO $6.87)
  • $6.87 Cap: $9.14B
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Q: Is exposure to Mali reason to sell now?

Upvote 2

Read Answer Asked by hal on November 18, 2024

• Plurilock Security Inc. (PLUR $0.20)
  • $0.20 Cap: $16M
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Q: Hello:
What are your thoughts on Plurilock Security? It seems to be continuing to execute well with some nice additions to their board of directors/advisors as well. They had a nice news release that highlights their continuing growth. Keeping in mind it really is a true microcap at these levels, do you think it could be added to a higher risk part of my portfolio in expectations that they continue to execute well? They also have a fairly high short position against them that at these depressed levels seem interesting. Thanks for any insight

Upvote 2

Read Answer Asked by Bonnie on November 18, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $79.27)
  • $79.27 P/E (TTM): 39.8X Cap: $132.83B
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Q: Any concerns about holding BN or BAM in a non registered portfolio including after the BAM move to US?

Upvote 12

Read Answer Asked by Peter on November 18, 2024

• Berkshire Hathaway Inc. (BRK.B $501.58)
  • $501.58 P/E (TTM): 17.14X Cap: $1.07T
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• Boston Omaha Corporation Class A (BOC $13.06)
  • $13.06 P/E (TTM): 436.67X Cap: $411M
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Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?

Upvote 2

Read Answer Asked by Anthony on November 18, 2024

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much

Upvote 4

Read Answer Asked by Dustin on November 18, 2024

• Revolution Medicines Inc - Ordinary Shares (RVMD $45.92)
  • $45.92 Cap: $8.13B
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• Arcellx Inc. (ACLX $80.70)
  • $80.70 Cap: $4.42B
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Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.

Thanks.

Upvote 1

Read Answer Asked by Catherine on November 18, 2024

• CES Energy Solutions Corp. (CEU $9.32)
  • $9.32 P/E (TTM): 11.31X Cap: $2.03B
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• South Bow Corporation (SOBO $38.96)
  • $38.96 P/E (TTM): 21.21X Cap: $8.10B
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Q: After the run up of CEU, do you think a switch to SOBO makes sense? I'm looking for long term 8-10% total income annually.

Upvote 6

Read Answer Asked by Kim on November 18, 2024

• Amgen Inc. (AMGN $276.80)
  • $276.80 P/E (TTM): 22.3X Cap: $147.49B
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• CVS Health Corporation (CVS $74.49)
  • $74.49 P/E (TTM): 21.14X Cap: $95.84B
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• Eli Lilly and Company (LLY $731.81)
  • $731.81 P/E (TTM): 47.36X Cap: $687.61B
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• Pfizer Inc. (PFE $24.64)
  • $24.64 P/E (TTM): 12.64X Cap: $135.60B
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• Novo Nordisk A/S (NVO $54.28)
  • $54.28 P/E (TTM): 15.63X Cap: $363.68B
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Q: Hi, would you continue to hold this stock?

Thanks
Paul

Upvote 7

Read Answer Asked by Paul on November 15, 2024

• Philip Morris International Inc (PM $162.38)
  • $162.38 P/E (TTM): 31.29X Cap: $253.70B
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• Loblaw Companies Limited (L $53.52)
  • $53.52 P/E (TTM): 6.61X Cap: $64.06B
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• Metro Inc. (MRU $93.56)
  • $93.56 P/E (TTM): 19.96X Cap: $20.31B
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• Alimentation Couche-Tard Inc. (ATD $74.07)
  • $74.07 P/E (TTM): 19.37X Cap: $69.37B
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• British American Tobacco p.l.c. (BTI $52.86)
  • $52.86 P/E (TTM): 28.97X Cap: $115.68B
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Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.

Upvote 12

Read Answer Asked by Steven on November 15, 2024

• Tractor Supply Company (TSCO $56.16)
  • $56.16 P/E (TTM): 27.75X Cap: $30.04B
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• Home Depot Inc. (The) (HD $404.49)
  • $404.49 P/E (TTM): 27.88X Cap: $404.92B
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• Philip Morris International Inc (PM $162.38)
  • $162.38 P/E (TTM): 31.29X Cap: $253.70B
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• Domino's Pizza Inc (DPZ $428.37)
  • $428.37 P/E (TTM): 25.3X Cap: $14.74B
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• Ares Management Corporation Class A (ARES $157.42)
  • $157.42 P/E (TTM): 91.96X Cap: $53.39B
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Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Upvote 7

Read Answer Asked by Donald on November 15, 2024