Investment Q&A

• NVIDIA Corporation (NVDA $189.62)
  • $189.62 P/E (TTM): 46.78X Cap: $4.58T
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• Super Micro Computer Inc. (SMCI $30.53)
  • $30.53 P/E (TTM): 24.51X Cap: $19.19B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $368.98)
  • $368.98 P/E (TTM): 51.24X Cap: $1.94T
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Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?

Upvote 5

Read Answer Asked by Andrew on April 22, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $9.71)
  • $9.71 P/E (TTM): 9.78X Cap: $280M
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Q: Has there been any new analyst coverage/reports that may explain in part the recent share price appreciation?
Thanks

Upvote 6

Read Answer Asked by Murray on April 19, 2024

• Douglas Elliman Inc. (DOUG $2.40)
  • $2.40 Cap: $224M
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Q: Douglas Elliman has been trending steadily downward. Now that it is closing in on the $1 mark, I’m about to part ways.it

Anything you see that should cause me to reconsider?

I know smaller US companies are not your main focus, but I’d be grateful for any insight you could provide.

Thanks!

Marc.

Upvote 2

Read Answer Asked by Marc on April 19, 2024

Q: Do you expect selling pressure in the Canadian market over the next two months as investors 'rush to the exits' to realize capital gains prior to June 25th? Do you think that this selling pressure may have a material impact on the share price of those stocks that have realized large gains over the past couple of years?

Upvote 9

Read Answer Asked by Glenn on April 19, 2024

• EQB Inc. (EQB $115.82)
  • $115.82 P/E (TTM): 17.81X Cap: $4.35B
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Q: Hi, What is your current opinion on EQB ? Stock had a strong run, but if I remember correctly, their most recent results were not and encouraging and stock took a hit. Do you think, the issues with the last quarter were only temporary and EQB is buyable today for a new position at current levels ? EQB was recommended by at least a couple of brokerages, recently ( Including CIBC), as the Best Growth story among Canadian banks. Do you agree ?

Thank You

Upvote 10

Read Answer Asked by rajeev on April 19, 2024

• Vanguard S&P 500 ETF (VOO $629.30)
  • $629.30 P/E (TTM): 25.69X Cap: $840.15B
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• State Street SPDR S&P 500 ETF Trust (SPY $684.22)
  • $684.22 P/E (TTM): 26.17X Cap: $708.69B
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Q: Do you have a preference between these two etf’s or is there another name you would recommend? Will become a 5percent holding in a non registered account. Thanks for your input.. Lesley

Upvote 1

Read Answer Asked by Lesley on April 19, 2024

• NVIDIA Corporation (NVDA $189.62)
  • $189.62 P/E (TTM): 46.78X Cap: $4.58T
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Q: It would be interesting to hear where you think this stock may be in 2 years, and 5 yrs? Thanks so much. (Your answer will be taken with the understanding that nothing is set in stone and you are not psychic.....)

Upvote 12

Read Answer Asked by Judith on April 19, 2024

• Kraken Robotics Inc. (PNG $7.33)
  • $7.33 P/E (TTM): 135.67X Cap: $2.43B
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Q: Thoughts on Kraken’s latest results would be appreciated.
Thanks
Robert

Upvote 2

Read Answer Asked by Robert on April 19, 2024

• Agnico Eagle Mines Limited (AEM $287.35)
  • $287.35 P/E (TTM): 35.35X Cap: $148.12B
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Q: I need to sell my AEM from my non registered acct. to raise money for income tax. I would like to proxy AEM in my RRSP account. Suggestions at this moment? ( I also hold OR in my RRSP)

Upvote 2

Read Answer Asked by petra on April 19, 2024

• Ford Motor Company (F $13.94)
  • $13.94 Cap: $55.25B
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• Pfizer Inc. (PFE $27.59)
  • $27.59 P/E (TTM): 16.05X Cap: $157.66B
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• Air Canada Voting and Variable Voting Shares (AC $19.32)
  • $19.32 Cap: $5.78B
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• Laurentian Bank of Canada (LB $40.09)
  • $40.09 P/E (TTM): 14.11X Cap: $1.78B
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• Magna International Inc. (MGA $57.01)
  • $57.01 P/E (TTM): 14.97X Cap: $16.26B
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Q: Hello,
I own these loser stocks .. Is it time to let them go or you see a rebound?
Thanks
Carlo

Upvote 5

Read Answer Asked by Carlo on April 19, 2024

Q: Question from yesterday the entry points was missed. Thanks
Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks
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Asked by Brian on April 19, 2024
5I RESEARCH ANSWER:
We would rank: VTI, VUS, SPY, SPGP, VIG. This ranking is based on the belief that markets will 'broaden out' over the next couple of years with less focus on mega-cap companies. VUN is the unhedged version of VUS.

Upvote 1

Read Answer Asked by Brian on April 19, 2024

• Super Micro Computer Inc. (SMCI $30.53)
  • $30.53 P/E (TTM): 24.51X Cap: $19.19B
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Q: Your comment to Jason that Loop 'raised' its target to $500?

Might want to check that out.


Sheldon

Upvote 2

Read Answer Asked by Sheldon on April 19, 2024

• Unity Software Inc. (U $19.54)
  • $19.54 Cap: $9.16B
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Q: I have held Unity and have a loss. What are its prospects? Should I hold or sell? Thank you

Upvote 1

Read Answer Asked by patricia on April 19, 2024

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $68.47)
  • $68.47 Cap: $9.14B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.33)
  • $58.33 Cap: $19.74B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.85)
  • $63.85 P/E (TTM): 93.01X Cap: $142.15B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.68)
  • $69.68 P/E (TTM): 32.62X Cap: $114.44B
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Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.

If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.

Thank you,

Upvote 7

Read Answer Asked by Roger on April 19, 2024

• Amazon.com Inc. (AMZN $198.76)
  • $198.76 P/E (TTM): 28.86X Cap: $2.19T
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• Costco Wholesale Corporation (COST $998.41)
  • $998.41 P/E (TTM): 67.49X Cap: $434.16B
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• Alphabet Inc. (GOOG $314.02)
  • $314.02 P/E (TTM): 29.48X Cap: $3.76T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 25.85X Cap: $3T
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• NVIDIA Corporation (NVDA $189.62)
  • $189.62 P/E (TTM): 46.78X Cap: $4.58T
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• Zoetis Inc. Class A (ZTS $131.52)
  • $131.52 P/E (TTM): 21.57X Cap: $56.70B
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• INVESCO QQQ Trust (QQQ $603.27)
  • $603.27 P/E (TTM): 30.22X Cap: $404.25B
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• High Interest Savings Account ETF (HISA)
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Q: I am holding $60,000 cash -($500,000 total portfolio)What would be best choice to collect interest that can be accessed on short notice also is there any negative aspects from these types of interest bearing accounts.

Presently I own BYD, CSU, FFH COST, LMN TOP MSFT NVDA, BN , BAM, ARC, AMZN, QQQ, SHOP, GOOGL, GSY, NRGI, ZTS, CVE, Can you give me your picks in order from above holdings c/w target price for adding to them.

Appreciate our help with my portfolio

Upvote 11

Read Answer Asked by Terence on April 19, 2024

• Propel Holdings Inc. (PRL $24.39)
  • $24.39 P/E (TTM): 11.84X Cap: $976M
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Q: Hi, We want to start a position in Propel. Bust stock seems to be volatile and we are not sure what would be a decent entry point. Could you remind us at what price 5i initiated the 1.5% position. Thank You

Upvote 10

Read Answer Asked by rajeev on April 19, 2024

• TerraVest Industries Inc. (TVK $137.98)
  • $137.98 Cap: $3.08B
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Q: Hi, after reading numerous comments, over time and strong 5i views on the company, we are interested in starting a position. Stock seems to have a very strong run recently and appears to be settling gradually. What would be a decent entry level ? Thank You

Upvote 8

Read Answer Asked by rajeev on April 19, 2024

• Super Micro Computer Inc. (SMCI $30.53)
  • $30.53 P/E (TTM): 24.51X Cap: $19.19B
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Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.

Upvote 8

Read Answer Asked by Jason on April 19, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X
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Q: Hello Team, I have owned KRR for about 5-6 years, it's my one and only Gold stock and I keep it around 4% of my portfolio. Would you recommend continuing to hold and keeping the new merged company or selling and purchasing something else. I'm okay and prefer riskier companies that have good upside. Thanks.

Upvote 2

Read Answer Asked by Kevin on April 19, 2024

Q: Just a general question on an observation I have made over time.

Why is it that somewhat often a stock will go up a bunch and then the next day they announce an offering, take GLXY for example?

Upvote 3

Read Answer Asked by David on April 19, 2024