Investment Q&A

• Exchange Income Corporation (EIF $101.00)
  • $101.00 P/E (TTM): 34.98X Cap: $5.77B
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• BMO Equal Weight Utilities Index ETF (ZUT $27.68)
  • $27.68 P/E (TTM): 17.8X Cap: $822M
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• Harvest Tech Achievers Growth & Income ETF (HTA $18.05)
  • $18.05 P/E (TTM): 33.06X Cap: $679M
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Q: hi 5i, if picking one (today) which one would you choose , for my RRSP.
thanks

Upvote 6

Read Answer Asked by Fernando on July 11, 2024

• Starbucks Corporation (SBUX $98.44)
  • $98.44 P/E (TTM): 80.57X Cap: $110.67B
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Q: Thoughts on SBUX at current prices?

Upvote 4

Read Answer Asked by Joe on July 11, 2024

• Nutrien Ltd. (NTR $100.96)
  • $100.96 P/E (TTM): 60.89X Cap: $48.54B
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Q: I did slightly increase this position.. Is there still a potential though for this Cie and fertilizers, considering world demand , and Cie financials, would you consider a better option in the sector,a hold,buy or a sell ? many thanks

Upvote 8

Read Answer Asked by Jean-Yves on July 11, 2024

• Xtract One Technologies Inc. Common Share Purchase Warrants (XTRA.WT $0.09)
  • $0.09 Cap: $23M
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Q: what is the exercise price on the warrants which expire 24 April 2027? How many warrants at what price will purchase one common share? Thank you

Upvote 1

Read Answer Asked by Patricia on July 11, 2024

• lululemon athletica inc. (LULU $172.83)
  • $172.83 P/E (TTM): 12.13X Cap: $19.43B
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Q: Is this a good entry point for LULU?

Upvote 7

Read Answer Asked by Gary on July 11, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.60)
  • $180.60 P/E (TTM): 132.0X Cap: $230.50B
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Q: What’s happening with SHOP? It’s spinning it’s wheels and slowly losing traction. What will it take to get the price moving up? When does it next report and what does 5i expect? Is it still one of your favourites or is it gradually moving to the sidelines?

Upvote 17

Read Answer Asked on July 11, 2024

• Dye & Durham Limited (DND $5.08)
  • $5.08 Cap: $341M
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Q: HI 5i,

Would appreciate your thoughts on the recent back and forth letters better OneMove/Engine and DND's board. Have you seem similar scenarios with other companies in the past and have they resulted in positive outcomes?

Thank you in advance,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on July 11, 2024

• Palantir Technologies Inc. (PLTR $152.54)
  • $152.54 P/E (TTM): 233.68X Cap: $366.22B
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Q: Do you think now is too late to get into Pltr? I worry about valuation but it seems to have a lot of potential. Thank you,

Jason

Upvote 7

Read Answer Asked by Jason on July 11, 2024

• Bank of Nova Scotia (The) (BNS $99.83)
  • $99.83 P/E (TTM): 24.68X Cap: $125.16B
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Q: What do you think are the chances (if any) for a significant recovery in BNS in the next 6 months ?? Thanks Jim

Upvote 13

Read Answer Asked by jim on July 11, 2024

• JPMorgan Chase & Co. (JPM $295.80)
  • $295.80 P/E (TTM): 15.01X Cap: $807.46B
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• Morgan Stanley (MS $163.81)
  • $163.81 P/E (TTM): 16.25X Cap: $266.09B
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• Prudential Financial Inc. (PRU $98.84)
  • $98.84 P/E (TTM): 9.88X Cap: $34.37B
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Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on July 11, 2024

• Apple Inc. (AAPL $260.68)
  • $260.68 P/E (TTM): 33.39X Cap: $3.85T
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• Adobe Inc. (ADBE $281.83)
  • $281.83 P/E (TTM): 16.23X Cap: $112.11B
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• Meta Platforms Inc. (META $658.59)
  • $658.59 P/E (TTM): 27.89X Cap: $1.68T
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• Alphabet Inc. (GOOG $300.06)
  • $300.06 P/E (TTM): 28.08X Cap: $3.67T
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• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 36.74X Cap: $4.44T
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• Celestica Inc. (CLS $364.79)
  • $364.79 P/E (TTM): 36.08X Cap: $42.44B
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• Arista Networks Inc. (ANET $136.87)
  • $136.87 P/E (TTM): 45.31X Cap: $169.41B
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• Pure Storage Inc. Class A (PSTG $61.46)
  • $61.46 P/E (TTM): 158.31X Cap: $20.25B
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• Super Micro Computer Inc. (SMCI $33.22)
  • $33.22 P/E (TTM): 22.56X Cap: $19.55B
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• Dell Technologies Inc. Class C (DELL $147.58)
  • $147.58 P/E (TTM): 18.95X Cap: $97.48B
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• CrowdStrike Holdings Inc. (CRWD $423.44)
  • $423.44 Cap: $102.77B
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• Vertiv Holdings LLC Class A (VRT $249.51)
  • $249.51 P/E (TTM): 71.68X Cap: $93.52B
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• Palantir Technologies Inc. (PLTR $152.54)
  • $152.54 P/E (TTM): 233.68X Cap: $366.22B
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• C3.ai Inc. Class A (AI $9.43)
  • $9.43 Cap: $1.30B
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Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.

Upvote 19

Read Answer Asked by Esther on July 11, 2024

• iShares Russell 2000 ETF (IWM $257.22)
  • $257.22 P/E (TTM): 17.63X Cap: $74.02B
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• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.84)
  • $25.84 P/E (TTM): 15.26X Cap: $730M
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• ISHARES TRUST (IJT $149.35)
  • $149.35 P/E (TTM): 20.01X Cap: $6.82B
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Q: i would like to increase my US equity exposure which largely consists of VUN and VIG currently. I don't have a specific small cap holding but feel the lagging performance might indicate it is a good time to buy TQSM. Would you advocate buying now or waiting until October?
Thanks.

Upvote 6

Read Answer Asked by richard on July 11, 2024

Q: I have a research report for North American O&G producers, large or SMID. It includes the following ‘scatter plot’ graphs.

• EV/EBITDA vs 2025E Levered FCF Yield
• EV/EBITDA vs 2025E D/CF
• EV/EBITDA vs 2025E ROCE
• 2025 CFPS vs Strip & Consensus

How would you rank or use these graphs to evaluate a company ? Thanks.

Upvote 2

Read Answer Asked by Denise on July 11, 2024

• Apple Inc. (AAPL $260.68)
  • $260.68 P/E (TTM): 33.39X Cap: $3.85T
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• BlackBerry Limited (BB $4.83)
  • $4.83 Cap: $2.80B
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• Ulta Beauty Inc. (ULTA $646.26)
  • $646.26 P/E (TTM): 25.68X Cap: $29.33B
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• Pure Storage Inc. Class A (PSTG $61.46)
  • $61.46 P/E (TTM): 158.31X Cap: $20.25B
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• CrowdStrike Holdings Inc. (CRWD $423.44)
  • $423.44 Cap: $102.77B
  • View CRWD Profile
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Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,

Jason

Upvote 10

Read Answer Asked by Jason on July 11, 2024

• ARC Resources Ltd. (ARX $25.91)
  • $25.91 P/E (TTM): 6.44X Cap: $14.61B
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Q: Arx. Has been weak since mid April..thoughts?

Upvote 3

Read Answer Asked by Kim on July 11, 2024

• Mastercard Incorporated (MA $517.62)
  • $517.62 P/E (TTM): 31.74X Cap: $466.34B
  • View MA Profile
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Q: I would like to double my 2% position in MA to 4%. Does the recent pullback represent good value for a 3 year hold. I am more focused on conservative growth. Thank you

Upvote 3

Read Answer Asked by Richard on July 11, 2024

• Superior Plus Corp. (SPB $6.67)
  • $6.67 P/E (TTM): 13.38X Cap: $1.46B
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Q: What is the estimated cash flow for 2024, in CDN?
Is the recent departure of an executive all that significant?
This one has really been drifting lower.

Upvote 5

Read Answer Asked by john on July 11, 2024

• Vertiv Holdings LLC Class A (VRT $249.51)
  • $249.51 P/E (TTM): 71.68X Cap: $93.52B
  • View VRT Profile
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Q: Is it a good sign or a bad sign when companies announce they will report earnings sooner than listed? Google says good, but in your opinion?....

Upvote 10

Read Answer Asked by Judith on July 11, 2024

• Apollo Tactical Income Fund Inc. (AIF)
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Q: In your estimation, is the Apollo Tactical Income fund configured to strengthen as interest rates fall or remain at their current level?
Thanks!
David
Further to my previous question on AIF, can you comment on the tax treatment that will be applied to the distributions resulting from its upcoming merger? (note: my previous question on AIF's prospect should, I suppose. be better directed at MFIC...)

Upvote 1

Read Answer Asked by David on July 11, 2024

Q: I see that AD.UN currently has a yield of 8.7% and its stock price has been fairly stable for quite a while. Can you tell me how much the yield has varied over, say, the last four years or so? In other words, does the yield from this company vary a lot over time or is it too, like its stock price, fairly stable?

Upvote 1

Read Answer Asked by Philip on July 11, 2024