Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.60)
  • $152.60 P/E (TTM): 86.04X Cap: $195.90B
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• Palo Alto Networks Inc. (PANW $165.87)
  • $165.87 P/E (TTM): 104.62X Cap: $113.47B
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• DocuSign Inc. (DOCU $44.67)
  • $44.67 P/E (TTM): 31.01X Cap: $8.75B
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• CrowdStrike Holdings Inc. (CRWD $428.32)
  • $428.32 Cap: $103.74B
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• UiPath Inc. Class A (PATH $11.37)
  • $11.37 P/E (TTM): 27.83X Cap: $5.97B
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Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $16.47)
  • $16.47 Cap: $273M
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Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $75.90)
  • $75.90 P/E (TTM): 17.73X Cap: $89.12B
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• Brookfield Infrastructure Corporation (BIPC $49.46)
  • $49.46 Cap: $6.63B
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Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $85.73)
  • $85.73 P/E (TTM): 36.14X Cap: $62.65B
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• Palo Alto Networks Inc. (PANW $165.87)
  • $165.87 P/E (TTM): 104.62X Cap: $113.47B
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• Rapid7 Inc. (RPD $7.07)
  • $7.07 P/E (TTM): 21.09X Cap: $464M
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• CrowdStrike Holdings Inc. (CRWD $428.32)
  • $428.32 Cap: $103.74B
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• Roblox Corporation Class A (RBLX $62.87)
  • $62.87 Cap: $44.75B
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Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $326.27)
  • $326.27 P/E (TTM): 72.16X Cap: $1.57T
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• Microsoft Corporation (MSFT $400.66)
  • $400.66 P/E (TTM): 25.29X Cap: $2.98T
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• NVIDIA Corporation (NVDA $182.11)
  • $182.11 P/E (TTM): 47.16X Cap: $4.54T
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• Advanced Micro Devices Inc. (AMD $206.93)
  • $206.93 P/E (TTM): 105.21X Cap: $335.27B
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• Vertiv Holdings LLC Class A (VRT $231.68)
  • $231.68 P/E (TTM): 93.78X Cap: $90.42B
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Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $2.13)
  • $2.13 P/E (TTM): 7.23X Cap: $200M
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• International Petroleum Corporation (IPCO $29.29)
  • $29.29 P/E (TTM): 78.52X Cap: $3.25B
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Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $64.64)
  • $64.64 P/E (TTM): 91.0X Cap: $145.52B
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Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $5.90)
  • $5.90 P/E (TTM): 444.29X Cap: $624M
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Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024

• Fortis Inc. (FTS $77.20)
  • $77.20 P/E (TTM): 21.2X Cap: $38.57B
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• Emera Incorporated (EMA $70.13)
  • $70.13 P/E (TTM): 17.98X Cap: $20.64B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $61.67)
  • $61.67 P/E (TTM): 15.76X Cap: $6.86B
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• Capital Power Corporation (CPX $61.53)
  • $61.53 P/E (TTM): 20.78X Cap: $9.31B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.63)
  • $52.63 P/E (TTM): 58.82X Cap: $24.23B
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• Hydro One Limited (H $56.51)
  • $56.51 P/E (TTM): 25.33X Cap: $33.57B
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Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Upvote 8

Read Answer Asked by Delbert on April 12, 2024

• Amazon.com Inc. (AMZN $198.22)
  • $198.22 P/E (TTM): 28.46X Cap: $2.14T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.60)
  • $152.60 P/E (TTM): 86.04X Cap: $195.90B
  • View SHOP Profile
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Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Upvote 7

Read Answer Asked by Clayton on April 12, 2024

• Invesco CurrencyShares Swiss Franc Trust (FXF $115.05)
  • $115.05 Cap: $496M
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• Invesco CurrencyShares Japanese Yen Trust (FXY $60.19)
  • $60.19 P/E (TTM): 8.43X Cap: $497M
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Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks

Upvote 1

Read Answer Asked by Deborah on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.60)
  • $152.60 P/E (TTM): 86.04X Cap: $195.90B
  • View SHOP Profile
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• Associated Capital Group Inc. (AC)
  • Cap: $652M
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Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Upvote 3

Read Answer Asked by jim on April 12, 2024

• Badger Meter Inc. (BMI $156.01)
  • $156.01 P/E (TTM): 33.39X Cap: $4.62B
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Q: Your analysis please on Badger Meter! Thanks!

Upvote 1

Read Answer Asked by Adam on April 12, 2024

• Alphabet Inc. (GOOG $305.22)
  • $305.22 P/E (TTM): 28.8X Cap: $3.73T
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Q: Hello 5i Team,

What are your top 5 growth-oriented stocks for a TFSA currently?

Thank you

Upvote 48

Read Answer Asked by Liam on April 12, 2024

• RBC Target 2024 Canadian Government Bond ETF (RGQL $20.38)
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Q: Hi guys,
Great service...can you give me some thoughts on this RBC product...Target Date discount bond ETF's...seem to be a good option for safe money looking for cap. gains vs. interest....do you think timing would be right to add to these.? Any preference of government vs. Corporate? Thanks.

Upvote 1

Read Answer Asked by dan on April 12, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $25.54)
  • $25.54 P/E (TTM): 11.7X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.17)
  • $16.17 P/E (TTM): 14.15X Cap: $2.03B
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Q: Regarding both BMO { ZWB, ZWU,ZWT, etc. } and Hamilton { HMAX, UMAX, FMAX, etc. } covered call ETFs, do either use a return "of" capital as part of their distributed yield ? ..... If so how much and would it be a deterrent from buying them ? I have put the word "of" in quotation marks as I think it means I am getting my own money back ? ..... Thanks for your always sound advice .....

Upvote 6

Read Answer Asked by Garth on April 12, 2024

• Fortis Inc. (FTS $77.20)
  • $77.20 P/E (TTM): 21.2X Cap: $38.57B
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• Boralex Inc. Class A Shares (BLX $27.37)
  • $27.37 Cap: $2.75B
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Q: Why is the Asset Class of Boralex classified as Energy and Fortis is classified as Utilities. Why the difference? Thanks.

Upvote 2

Read Answer Asked by Gerry on April 12, 2024

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $96.77)
  • $96.77 P/E (TTM): 33.18X Cap: $1.31B
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Q: Good Morning,

Would HXQ be your pick today for a NASDAQ etf, non-reg account ? Thanks again

Upvote 4

Read Answer Asked by Darby on April 12, 2024