Investment Q&A

• Amphenol Corporation (APH $109.81)
  • $109.81 P/E (TTM): 43.82X Cap: $134.06B
  • View APH Profile
  • View Questions on APH
• Crocs Inc. (CROX $76.56)
  • $76.56 P/E (TTM): 4.61X Cap: $4.18B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $818.69)
  • $818.69 P/E (TTM): 203.8X Cap: $64.27B
  • View AXON Profile
  • View Questions on AXON
• Vertiv Holdings LLC Class A (VRT $139.83)
  • $139.83 P/E (TTM): 81.35X Cap: $53.39B
  • View VRT Profile
  • View Questions on VRT

Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.

Upvote 6

Read Answer Asked by Andrea on March 19, 2024

• Ecolab Inc. (ECL $273.50)
  • $273.50 P/E (TTM): 37.13X Cap: $77.57B
  • View ECL Profile
  • View Questions on ECL
• JPMorgan Chase & Co. (JPM $289.56)
  • $289.56 P/E (TTM): 14.17X Cap: $796.21B
  • View JPM Profile
  • View Questions on JPM
• United Rentals Inc. (URI $869.70)
  • $869.70 P/E (TTM): 22.25X Cap: $55.95B
  • View URI Profile
  • View Questions on URI
• Visa Inc. (V $335.31)
  • $335.31 P/E (TTM): 32.89X Cap: $651.62B
  • View V Profile
  • View Questions on V
• Berkshire Hathaway Inc. (BRK.B $464.73)
  • $464.73 P/E (TTM): 0.01X Cap: $1T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi, have some American money, need a few suggestions of companies which are relatively safe, potentially with a dividend, but upward trajectory in near future

Upvote 8

Read Answer Asked by Deborah on March 19, 2024

• Alaris Equity Partners Income Trust (AD.UN $18.00)
  • $18.00 P/E (TTM): 4.37X Cap: $820M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: May I have your thoughts on their most recent results pls & thx.

Upvote 1

Read Answer Asked by Christopher on March 19, 2024

• Bloom Energy Corporation Class A (BE $37.65)
  • $37.65 P/E (TTM): 334.55X Cap: $8.81B
  • View BE Profile
  • View Questions on BE
• Linde plc (LIN $470.38)
  • $470.38 P/E (TTM): 33.6X Cap: $220.56B
  • View LIN Profile
  • View Questions on LIN

Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?

Cheers,

Tamara

Upvote 2

Read Answer Asked by Tamara on March 19, 2024

• BMO Aggregate Bond Index ETF (ZAG $13.77)
  • $13.77 Cap: $11.19B
  • View ZAG Profile
  • View Questions on ZAG
• Vanguard S&P 500 Index ETF (VFV $155.93)
  • $155.93 P/E (TTM): 82.03X Cap: $24.33B
  • View VFV Profile
  • View Questions on VFV

Q: I currently have equal weights in ZAG and VFV (about 6% each) and a fair chunk of "cash" for stability. Rate drops seem to be stalled, so ZAG is going nowhere fast. OTOH VFV is flying high and might have temporarily peaked. I don't want to lose out on the eventual bond bounce, but I wonder if I should dump ZAG to get the potential VFV upside. I realize this might be crystal ball territory.

Upvote 3

Read Answer Asked by Olaf on March 19, 2024

• CME Group Inc. (CME $285.75)
  • $285.75 P/E (TTM): 27.32X Cap: $102.97B
  • View CME Profile
  • View Questions on CME
• Nasdaq Inc. (NDAQ $96.94)
  • $96.94 P/E (TTM): 37.11X Cap: $55.62B
  • View NDAQ Profile
  • View Questions on NDAQ
• Visa Inc. (V $335.31)
  • $335.31 P/E (TTM): 32.89X Cap: $651.62B
  • View V Profile
  • View Questions on V
• Royal Bank of Canada (RY $183.87)
  • $183.87 P/E (TTM): 19.72X Cap: $259.17B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $100.78)
  • $100.78 P/E (TTM): 10.31X Cap: $173.59B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $96.28B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $155.43)
  • $155.43 P/E (TTM): 13.76X Cap: $112.23B
  • View BMO Profile
  • View Questions on BMO
• Manulife Financial Corporation (MFC $41.19)
  • $41.19 P/E (TTM): 15.63X Cap: $70.97B
  • View MFC Profile
  • View Questions on MFC
• Power Corporation of Canada Subordinate Voting Shares (POW $56.66)
  • $56.66 P/E (TTM): 13.85X Cap: $36.37B
  • View POW Profile
  • View Questions on POW
• Cboe Global Markets Inc. (CBOE $253.24)
  • $253.24 P/E (TTM): 29.65X Cap: $26.48B
  • View CBOE Profile
  • View Questions on CBOE
• Tradeweb Markets Inc. (TW $134.85)
  • $134.85 P/E (TTM): 52.29X Cap: $32.02B
  • View TW Profile
  • View Questions on TW
• Brookfield Corporation Class A Limited Voting Shares (BN $88.70)
  • $88.70 P/E (TTM): 232.14X Cap: $146.13B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.65)
  • $84.65 P/E (TTM): 44.29X Cap: $136.50B
  • View BAM Profile
  • View Questions on BAM

Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you

Upvote 6

Read Answer Asked by DAVID on March 19, 2024

Q: Macro Markets Models
What is the estimated time frame for the Macro markets values turn to negative or positive from historical perspective?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on March 18, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.53B
  • View HPS.A Profile
  • View Questions on HPS.A
• Tantalus Systems Holding Inc. (GRID $3.05)
  • $3.05 Cap: $155M
  • View GRID Profile
  • View Questions on GRID

Q: Hi

Two questions

.1. Is there any chance of HPS.A being bought out?

2. Jason Donville mentioned on BNN that he sold HPS.A, but owns GRID for the long
term. What is your thinking of this stock?

Thank you and have a nice week.

Mike

Upvote 5

Read Answer Asked by Mike on March 18, 2024

• Dollarama Inc. (DOL $192.56)
  • $192.56 P/E (TTM): 43.52X Cap: $53.38B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $280.45)
  • $280.45 P/E (TTM): 51.13X Cap: $36.59B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Toromont Industries Ltd. (TIH $140.21)
  • $140.21 P/E (TTM): 23.79X Cap: $11.39B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• ATS Corporation (ATS $39.58)
  • $39.58 Cap: $3.86B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.51B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Thank you.

Howard

Upvote 12

Read Answer Asked by Howard on March 18, 2024

• Ulta Beauty Inc. (ULTA $498.70)
  • $498.70 P/E (TTM): 19.48X Cap: $22.41B
  • View ULTA Profile
  • View Questions on ULTA

Q: Thoughts on ULTAs recent quarter?

Upvote 2

Read Answer Asked by David on March 18, 2024

• Evertz Technologies Limited (ET $11.98)
  • $11.98 P/E (TTM): 15.45X Cap: $907M
  • View ET Profile
  • View Questions on ET

Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Upvote 5

Read Answer Asked by Robert on March 18, 2024

Q: can you tell me where i could find out where the canada pension fund, omers, and teachers fund invest in equities. are they up to date?

Upvote 1

Read Answer Asked by hans on March 18, 2024

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
  • View LICY Profile
  • View Questions on LICY

Q: May I please have your insight into the recent news regarding Glencore purchasing $75,000,000 worth of convertible notes in Li-cycle holdings.
Does this make you any more interested in the stock or is it still too early as an investment?
Thanks!

Upvote 1

Read Answer Asked by Brian on March 18, 2024

• The Boeing Company (BA $225.96)
  • $225.96 Cap: $170.86B
  • View BA Profile
  • View Questions on BA

Q: Seems like every Airline Issue names Boeing as the problem . With Travel demand ageing fleets and only 2 Airline Companies is there opportunity here ?

Many Thanks

Greg

Upvote 2

Read Answer Asked by Greg on March 18, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello Peter,

With the bitcoin halving, the operating profits decrease for the miners but the price of the product increases. As well, the asset value of their inventory increases.
Smaller miners get squeezed out? Sell the smaller miners or wait for them to be bought out at a premium ?
In what proportion would you invest in bitcoin etf and bitcoin miners?
Would you suggest holding a full position in bitcoin and the miners?
Too many questions but I look forward to you helping me sort it out.
Regards
Rajiv

Upvote 2

Read Answer Asked by Rajiv on March 18, 2024

• Eli Lilly and Company (LLY $635.22)
  • $635.22 P/E (TTM): 50.91X Cap: $601.20B
  • View LLY Profile
  • View Questions on LLY

Q: Hi 5i team,
Can you please help me understand the difference between LLY on the NYSE and LLY on CBOE Canada. The stock price difference is like $28 v $748 which makes me think that I am not looking at the same company. Please enlighten me!

Thanks for your assistance,
Paula

Upvote 1

Read Answer Asked by Paula on March 18, 2024

• NexGen Energy Ltd. (NXE $9.41)
  • $9.41 Cap: $5.36B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $107.05)
  • $107.05 P/E (TTM): 86.18X Cap: $46.60B
  • View CCO Profile
  • View Questions on CCO

Q: What are your thoughts on the demand and price of uranium going forward?
If positive how would you suggest that I might invest for a 10 year hold in a registered acct?

Upvote 4

Read Answer Asked by Tim on March 18, 2024

Q: Wednesday morning cibc investors Edge was plagued with issues. The app was spitting out system errors.

Any one else have issues? Sadly on one of my trades I chose the wrong currency with all the errors on my screen, hard to keep everything straight.

Called cibc. They verified system issues, though they had less sympathy for my mistake while their system was coughing up furballs.

Are their any online brokers that are bullet proof ?

Upvote 1

Read Answer Asked by Mark on March 18, 2024

• Microsoft Corporation (MSFT $521.77)
  • $521.77 P/E (TTM): 38.27X Cap: $3.87T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.06)
  • $182.06 P/E (TTM): 58.94X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $101.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.74B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.38)
  • $203.38 P/E (TTM): 123.17X Cap: $263.86B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $72.54)
  • $72.54 Cap: $7.65B
  • View ESTC Profile
  • View Questions on ESTC
• CrowdStrike Holdings Inc. (CRWD $426.43)
  • $426.43 Cap: $106.28B
  • View CRWD Profile
  • View Questions on CRWD
• Docebo Inc. (DCBO $42.99)
  • $42.99 P/E (TTM): 40.9X Cap: $1.27B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $82.98)
  • $82.98 P/E (TTM): 45.09X Cap: $7.33B
  • View FOUR Profile
  • View Questions on FOUR
• Lumine Group Inc. (LMN $52.80)
  • $52.80 Cap: $13.54B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextracker Inc. (NXT $53.80)
  • $53.80 P/E (TTM): 15.32X Cap: $7.96B
  • View NXT Profile
  • View Questions on NXT

Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Amazon.com Inc. (AMZN $221.30)
  • $221.30 P/E (TTM): 33.95X Cap: $2.36T
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG $5,364.25)
  • $5,364.25 P/E (TTM): 37.69X Cap: $173.85B
  • View BKNG Profile
  • View Questions on BKNG
• Alimentation Couche-Tard Inc. (ATD $69.94)
  • $69.94 P/E (TTM): 18.79X Cap: $66.30B
  • View ATD Profile
  • View Questions on ATD
• Ulta Beauty Inc. (ULTA $498.70)
  • $498.70 P/E (TTM): 19.48X Cap: $22.41B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $70.95)
  • $70.95 P/E (TTM): 36.48X Cap: $8.14B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Crocs Inc. (CROX $76.56)
  • $76.56 P/E (TTM): 4.61X Cap: $4.18B
  • View CROX Profile
  • View Questions on CROX
• Boyd Group Services Inc. (BYD $190.44)
  • $190.44 P/E (TTM): 221.11X Cap: $4.08B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024