Investment Q&A

• AGF Management Limited Class B Non-Voting Shares (AGF.B $12.03)
  • $12.03 P/E (TTM): 7.81X Cap: $782M
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Q: Please provide your assessment of AGF.B. Is it timely to invest in this company now?

Upvote 1

Read Answer Asked by Franklin on September 30, 2024

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.89)
  • $50.89 P/E (TTM): 13.57X Cap: $5.72B
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Q: Do you see upside movement with rates dropping besides the divident?

Upvote 3

Read Answer Asked by Gary on September 30, 2024

• Super Micro Computer Inc. (SMCI $58.23)
  • $58.23 P/E (TTM): 31.21X Cap: $34.75B
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Q: I noticed that SMCI has a P/E ratio of 20.23, which is quite appealing for a tech stock. Do you believe the business will continue to perform well in the future? Considering today’s significant drop in the stock price, would you see it as a buying opportunity? Thank you.

Upvote 3

Read Answer Asked by Esther on September 30, 2024

• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: Lumine has basically drifted lower for the past eight months.Do you see anything contributing to this lack of interest or any alarming signposts?

Upvote 5

Read Answer Asked by Kim on September 30, 2024

• Costco Wholesale Corporation (COST $955.37)
  • $955.37 P/E (TTM): 55.64X Cap: $423.68B
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Q: Hi guys,

Please provide feedback on costco most recent quarter.
Thanks
Jim

Upvote 7

Read Answer Asked by jim on September 30, 2024

• Filo Corp (FIL $32.25)
  • $32.25 Cap: $4.21B
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Q: Good morning,

Could you please help explain the best current course of action with respect to the tender of Filo shares - $33.00 cash or Lundin shares or combination cash and shares? Is it now possible to receive more than $33 a share?

Thank you for your help.

Upvote 2

Read Answer Asked by Brad on September 30, 2024

• Super Micro Computer Inc. (SMCI $58.23)
  • $58.23 P/E (TTM): 31.21X Cap: $34.75B
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Q: Time to sell SMCI?

Upvote 6

Read Answer Asked by sean on September 30, 2024

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 13.62X Cap: $37.23B
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Q: In the Energy sector, ENB has done quite well over the past 6 months. The opposite has occurred for the producers, such as CNQ and CVE. Is it worth rotating from pipelines like ENB into the producers?

Upvote 7

Read Answer Asked by Mike on September 30, 2024

• Astera Labs Inc. (ALAB $137.93)
  • $137.93 P/E (TTM): 100.08X Cap: $22.74B
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Q: Hi 5i Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.

Upvote 1

Read Answer Asked by BEN on September 30, 2024

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: I am concerned that AI will disrupt traditional software companies including the companies within the CSU family. What are some early signals that would indicate AI is disrupting CSU's traditional businesses and growth prospects?

Thanks.

Upvote 16

Read Answer Asked by Joel on September 30, 2024

• Jacobs Solutions Inc. (J $139.92)
  • $139.92 P/E (TTM): 38.53X Cap: $16.81B
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Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!

Upvote 2

Read Answer Asked by Andrew on September 30, 2024

• Dexterra Group Inc. (DXT $9.55)
  • $9.55 P/E (TTM): 14.67X Cap: $595M
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Q: I liked the concept of Dexterra but it has not performed particularly well. It has a newish board. What is your view?

Upvote 1

Read Answer Asked by Anthony on September 30, 2024

• Imperial Metals Corporation (III $4.00)
  • $4.00 P/E (TTM): 4.12X Cap: $651M
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Q: It's been a while since you commented upon this company. What would be your current view about taking a small position in it despite the limited trading volume?

Upvote 1

Read Answer Asked by Peter on September 30, 2024

• Capstone Copper Corp. (CS $8.17)
  • $8.17 P/E (TTM): 54.72X Cap: $6.22B
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Q: Why have you not done a company report, considering it is a decent weighting of your Growth portfolio. I searched and I could not find one. What triggers you to publish one for any company? Thanks

Upvote 7

Read Answer Asked by Phil on September 30, 2024

• Saputo Inc. (SAP $28.55)
  • $28.55 Cap: $12.11B
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Q: On July 12 in response to a question regarding Co. it was stated EPS consensus calls for at least a 25% increase and that PE of 17 is still below 10 yr. average. With a substantial move lower, which I assume is on no news, can these shares be bought? Also, can you confirm the move down is on no news please? Is the move down possibly due to a move away from defensive staples? Thank you.

Upvote 2

Read Answer Asked by John on September 30, 2024

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,476.09)
  • $5,476.09 P/E (TTM): 33.58X Cap: $177.47B
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• Eli Lilly and Company (LLY $769.00)
  • $769.00 P/E (TTM): 62.03X Cap: $728.80B
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• Berkshire Hathaway Inc. (BRK.B $459.11)
  • $459.11 P/E (TTM): 12.6X Cap: $990.45B
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Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.

Upvote 11

Read Answer Asked by Bruce on September 30, 2024

• TD Investment Savings Account Series F (TDB8158 $10.00)
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Q: Good afternoon,
Which of these two is better to invest my US cash for the next year?
Secondly which is safer?

Thanks,
George

Upvote 3

Read Answer Asked by George on September 30, 2024

• Vanguard Total International Stock (VXUS $69.08)
  • $69.08 P/E (TTM): 0.45X Cap: $93.07B
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• Vanguard Total Stock Market ETF (VTI $310.53)
  • $310.53 P/E (TTM): 53.77X Cap: $480.73B
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• ISHARES TRUST (IUSG $155.67)
  • $155.67 P/E (TTM): 29.54X Cap: $24.09B
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• iShares MSCI Emerging Markets ex China ETF (EMXC $63.03)
  • $63.03 P/E (TTM): 0.13X Cap: $13.08B
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Q: Good morning- for a thirty year old looking to build a US ETF portfolio, which ones would you suggest. He already has a full position in VOO and a smaller one in IWO. Also, can you suggest a couple of international ETF's, say for all Asia ( with and without China) and for Europe, to round out a preponderance of US ETF's.

Thanks

Upvote 3

Read Answer Asked by alex on September 30, 2024

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• American Tower Corporation (REIT) (AMT $212.98)
  • $212.98 P/E (TTM): 34.32X Cap: $99.72B
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• Digital Realty Trust Inc. (DLR $172.91)
  • $172.91 P/E (TTM): 162.46X Cap: $58.23B
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• Vertiv Holdings LLC Class A (VRT $140.20)
  • $140.20 P/E (TTM): 82.32X Cap: $53.53B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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• Constellation Energy Corporation (CEG $354.89)
  • $354.89 P/E (TTM): 35.91X Cap: $111.22B
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Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob

Upvote 5

Read Answer Asked by Robert on September 30, 2024

• Amgen Inc. (AMGN $301.94)
  • $301.94 P/E (TTM): 27.06X Cap: $162.35B
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• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
  • View ISRG Profile
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• Regeneron Pharmaceuticals Inc. (REGN $571.54)
  • $571.54 P/E (TTM): 14.21X Cap: $60.57B
  • View REGN Profile
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• AbbVie Inc. (ABBV $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
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• Eli Lilly and Company (LLY $769.00)
  • $769.00 P/E (TTM): 62.03X Cap: $728.80B
  • View LLY Profile
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• Novo Nordisk A/S (NVO $48.81)
  • $48.81 P/E (TTM): 13.59X Cap: $363.68B
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Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Upvote 6

Read Answer Asked by Frank on September 30, 2024