Investment Q&A

Q: I really don't understand how bonds work.
But I sense there is a good opportunity to purchase bonds now that interest rates are close to peaking.
It took me about 2 years to come to an understanding of the stock market. My first stock purchase was a pretty frightening experience, and the next 10 or so were not much easier.
I'd be grateful if you can guide me to some good literature which I can study on bonds and which also covers the current market backdrop.
Thanks a lot.

Upvote 25

Read Answer Asked by TOM on November 09, 2023

• Alaris Equity Partners Income Trust (AD.UN $18.51)
  • $18.51 P/E (TTM): 4.48X Cap: $849M
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Q: Hi 5i, pls provide thoughts on their qtr, and future guidance, and if you'd still be a buyer. Thx.

Upvote 11

Read Answer Asked by Christopher on November 09, 2023

• Apple Inc. (AAPL $214.25)
  • $214.25 P/E (TTM): 31.67X Cap: $3.01T
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• Amazon.com Inc. (AMZN $218.95)
  • $218.95 P/E (TTM): 34.47X Cap: $2.27T
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• Alphabet Inc. (GOOG $196.88)
  • $196.88 P/E (TTM): 21.85X Cap: $2.36T
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Q: Everyone, if you could ask one question of yourselves what it be. Clayton

Upvote 12

Read Answer Asked by Clayton on November 09, 2023

• CareRx Corporation (CRRX $2.86)
  • $2.86 Cap: $179M
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Q: Looking for an updated opinion on this unfortunate pick of mine. Held in a registered account so not even a tax loss benefit. Your views as to potential would be appreciated.

Upvote 3

Read Answer Asked by Robert on November 09, 2023

Q: what companies will benefit most if WCS rises relative to wti

Upvote 6

Read Answer Asked by hal on November 09, 2023

• Diversified Royalty Corp. (DIV $3.28)
  • $3.28 P/E (TTM): 20.44X Cap: $554M
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Q: Thoughts on latest quarter.

Upvote 6

Read Answer Asked by don on November 09, 2023

• Fastly Inc. Class A (FSLY $6.34)
  • $6.34 Cap: $923M
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Q: Hi,

I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.

Regards.
Rajiv

Upvote 3

Read Answer Asked by Rajiv on November 09, 2023

• Topaz Energy Corp. (TPZ $25.38)
  • $25.38 P/E (TTM): 61.54X Cap: $3.90B
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Q: What are your thoughts on Topaz energy? RBC has the company at a Outperform with a 20% upside.

Ken

Upvote 7

Read Answer Asked by Ken on November 09, 2023

• AvalonBay Communities Inc. (AVB $186.35)
  • $186.35 P/E (TTM): 22.73X Cap: $27.94B
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• Equity Residential of Beneficial Interest (EQR $63.56)
  • $63.56 P/E (TTM): 23.92X Cap: $24.09B
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• UDR Inc. (UDR $38.53)
  • $38.53 P/E (TTM): 105.47X Cap: $12.81B
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Q: Could you please provide best residential ideas (CDN & USA) that are on the lower risk side?

Upvote 2

Read Answer Asked by Geoffrey on November 09, 2023

• Hercules Metals Corp. (BIG $0.74)
  • $0.74 Cap: $185M
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Q: Wondering your thoughts on the future of Hercules. Its moved up a lot over the last month with great drilling results and now Barrick has made a significant investment today. If the positive drilling results continue, where do you see the stock going or where do you think it can get too?

Upvote 2

Read Answer Asked by Husseinali on November 09, 2023

• Propel Holdings Inc. (PRL $35.51)
  • $35.51 P/E (TTM): 17.69X Cap: $1.39B
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Q: Hello 5i Team,
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?

Thank you,
Brent

Upvote 4

Read Answer Asked by Brent on November 09, 2023

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.17)
  • $116.17 Cap: $1.90B
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Q: Can you please help me understand HISA ETFs - for instance, I see HSAV dipped down to $108.75 on Oct 30, then bounced back up. In an ETF where there are no distributions, what would explain the dips? In theory, shouldn’t it continuously increase in price?

Upvote 3

Read Answer Asked by Eric on November 09, 2023

• Adobe Inc. (ADBE $342.22)
  • $342.22 P/E (TTM): 21.74X Cap: $143.69B
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• Alphabet Inc. (GOOG $196.88)
  • $196.88 P/E (TTM): 21.85X Cap: $2.36T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $177.85)
  • $177.85 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $4,758.37)
  • $4,758.37 P/E (TTM): 98.53X Cap: $101.51B
  • View CSU Profile
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• ATS Corporation (ATS $42.26)
  • $42.26 Cap: $4.07B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.03)
  • $207.03 P/E (TTM): 97.92X Cap: $227.24B
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• Axon Enterprise Inc. (AXON $876.17)
  • $876.17 P/E (TTM): 179.92X Cap: $67.50B
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• Brookfield Corporation Class A Limited Voting Shares (BN $93.09)
  • $93.09 P/E (TTM): 234.96X Cap: $152.52B
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• Lumine Group Inc. (LMN $53.15)
  • $53.15 Cap: $13.60B
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Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C

Upvote 45

Read Answer Asked by Bill on November 09, 2023

• Marriott International (MAR $260.84)
  • $260.84 P/E (TTM): 29.48X Cap: $72.26B
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• Booking Holdings Inc. (BKNG $5,493.11)
  • $5,493.11 P/E (TTM): 34.14X Cap: $176.88B
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• Intercontinental Hotels Group American Depositary Shares (Each representing one) (IHG $116.19)
  • $116.19 P/E (TTM): 30.17X Cap: $17.89B
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• Airbnb Inc. (ABNB $129.11)
  • $129.11 P/E (TTM): 33.24X Cap: $81.40B
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Q: What would be your ranking of the following accommodation stocks: MAR, BKNG, IHG and AIRBNB.?

Upvote 3

Read Answer Asked by Andrew on November 09, 2023

• TransAlta Corporation (TA $16.68)
  • $16.68 Cap: $4.92B
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Q: Please comment on the 3rd q earnings released today. They seem to be way ahead of expectations but I realize in this business sector earnings are only part of the picture in determining if the company is worth iinvesting in.

Upvote 2

Read Answer Asked by Murray on November 09, 2023

• Alphabet Inc. (GOOG $196.88)
  • $196.88 P/E (TTM): 21.85X Cap: $2.36T
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• NVIDIA Corporation (NVDA $177.85)
  • $177.85 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,493.11)
  • $5,493.11 P/E (TTM): 34.14X Cap: $176.88B
  • View BKNG Profile
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• Salesforce Inc. (CRM $247.95)
  • $247.95 P/E (TTM): 39.49X Cap: $236.60B
  • View CRM Profile
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• United Rentals Inc. (URI $862.39)
  • $862.39 P/E (TTM): 22.53X Cap: $55.78B
  • View URI Profile
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• Atlassian Corporation (TEAM $184.95)
  • $184.95 Cap: $48.67B
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• Roku Inc. (ROKU $84.33)
  • $84.33 Cap: $12.64B
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• Rapid7 Inc. (RPD $20.05)
  • $20.05 P/E (TTM): 51.85X Cap: $1.29B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $876.17)
  • $876.17 P/E (TTM): 179.92X Cap: $67.50B
  • View AXON Profile
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• Unity Software Inc. (U $30.13)
  • $30.13 Cap: $14.10B
  • View U Profile
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Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.

What are a few nice growth opportunities on US side, looking 3-5 years minimum.

Thank you!

Upvote 13

Read Answer Asked by Marilou on November 09, 2023

• CAE Inc. (CAE $39.66)
  • $39.66 P/E (TTM): 31.04X Cap: $12.72B
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Q: Hi 5i
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks

Upvote 11

Read Answer Asked by mike on November 09, 2023

• Cargojet Inc. Common and Variable Voting Shares (CJT $98.65)
  • $98.65 P/E (TTM): 13.16X Cap: $1.51B
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Q: I own shares of CJT and am down quite a bit. Can you comment on their earnings? Do you think this is a good candidate for tax loss selling with a buyback after 30 days or is it better to move on to something else? Most analysts seem to look favourably on it with target prices well above the current price.

Upvote 4

Read Answer Asked by Ken on November 09, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.47)
  • $126.47 P/E (TTM): 18.62X Cap: $1.51B
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Q: Hps.a shot up like a rocket since U recomended it on Oct 10 @ $52.25. to $75.16 H,but last few days dropped to $65.75. Any reason for the fall.Please advise a good entry point.Thanks for U usual great views and services.

Upvote 12

Read Answer Asked by Peter on November 09, 2023

• Playmaker Capital Inc. (PMKR $0.73)
  • $0.73 Cap: $167M
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Q: Playmaker is being acquired by Better Collective. They are offering 3 options to shareholders. The options are cash, or Better Collective shares, or a mix of cash and shares. Which option would you select of these three, based on your knowledge of Better Collective and its prospects? Thanks

Upvote 1

Read Answer Asked by Charles on November 09, 2023