Investment Q&A

• Amazon.com Inc. (AMZN $226.67)
  • $226.67 P/E (TTM): 31.44X Cap: $2.36T
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• Microsoft Corporation (MSFT $486.34)
  • $486.34 P/E (TTM): 33.88X Cap: $3.53T
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• Constellation Software Inc. (CSU $3,318.37)
  • $3,318.37 P/E (TTM): 75.35X Cap: $70.24B
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• Restaurant Brands International Inc. (QSR $96.82)
  • $96.82 P/E (TTM): 25.17X Cap: $44.08B
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• Descartes Systems Group Inc. (The) (DSG $123.73)
  • $123.73 P/E (TTM): 53.56X Cap: $10.54B
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• Alimentation Couche-Tard Inc. (ATD $73.98)
  • $73.98 P/E (TTM): 19.22X Cap: $67.10B
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• Copart Inc. (CPRT $39.30)
  • $39.30 P/E (TTM): 24.02X Cap: $37.85B
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• Old Dominion Freight Line Inc. (ODFL $157.62)
  • $157.62 P/E (TTM): 31.58X Cap: $32.56B
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• Heico Corporation (HEI $307.48)
  • $307.48 P/E (TTM): 67.75X Cap: $42.72B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.28)
  • $62.28 P/E (TTM): 89.91X Cap: $137.75B
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Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!

Upvote 47

Read Answer Asked by Duane on July 03, 2024

• First Solar Inc. (FSLR $264.24)
  • $264.24 P/E (TTM): 19.84X Cap: $27.25B
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• Invesco Solar ETF (TAN $48.80)
  • $48.80 P/E (TTM): 18.42X Cap: $945M
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• iShares S&P Global Clean Energy Index Fund (ICLN $16.23)
  • $16.23 P/E (TTM): 40.93X Cap: $1.83B
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• Nextpower Inc. (NXT $87.99)
  • $87.99 P/E (TTM): 22.86X Cap: $12.73B
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Q: Please advise how I can invest in Solar Energy , long term investor, medium risk ok
Many thanks
Peter

Upvote 6

Read Answer Asked by Peter on July 03, 2024

• Booking Holdings Inc. (BKNG $5,365.97)
  • $5,365.97 P/E (TTM): 35.42X Cap: $172.16B
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• United Rentals Inc. (URI $804.58)
  • $804.58 P/E (TTM): 21.09X Cap: $50.42B
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• Toromont Industries Ltd. (TIH $158.87)
  • $158.87 P/E (TTM): 27.76X Cap: $12.89B
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• TFI International Inc. (TFII $149.96)
  • $149.96 P/E (TTM): 27.39X Cap: $11.97B
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• Ulta Beauty Inc. (ULTA $593.17)
  • $593.17 P/E (TTM): 22.62X Cap: $25.99B
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• Elastic N.V. (ESTC $77.32)
  • $77.32 Cap: $7.85B
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• Crocs Inc. (CROX $89.62)
  • $89.62 P/E (TTM): 29.85X Cap: $4.65B
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• Aspen Aerogels Inc. (ASPN $2.93)
  • $2.93 Cap: $242M
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• Thomson Reuters Corp (TRI $131.39)
  • $131.39 P/E (TTM): 34.02X Cap: $58.76B
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• Uber Technologies Inc. (UBER $79.81)
  • $79.81 P/E (TTM): 10.4X Cap: $164.43B
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• Flutter Entertainment Plc (FLUT $219.79)
  • $219.79 Cap: $38.63B
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Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Upvote 17

Read Answer Asked by John on July 03, 2024

• PENN Entertainment Inc. (PENN $14.72)
  • $14.72 Cap: $1.91B
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Q: Can you please give your opinion on Penn. Buy, sell or hold in a TSFA.
Thank you

Upvote 1

Read Answer Asked by Lois on July 03, 2024

• US High Interest Savings Account Fund (HISU.U $100.25)
  • $100.25 Cap: $548M
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• Global X USD High Interest Savings ETF (UCSH.U $50.12)
  • $50.12 P/E (TTM): 58.68X Cap: $249M
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Q: Can you suggest any principal-protected US ETFs? For parking USD cash to earn a yield in a securities account. (The only product I can think of that has this profile is a HISA ETF.)

Upvote 3

Read Answer Asked by Chris on July 03, 2024

• Pollard Banknote Limited (PBL $19.69)
  • $19.69 P/E (TTM): 18.39X Cap: $521M
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Q: PBL has lost its momentum again. I am down 13% after holding less than a week. Other than this puppy is a 3 to 5 year hold, any thoughts as to what is going on here? Thank you

Upvote 2

Read Answer Asked by Richard on July 03, 2024

Q: Do you recommend hedged or unhedged Canadian ETFs for a retired Canadian couple?

Upvote 2

Read Answer Asked by Ron on July 03, 2024

Q: Jean asked about converting USD to CDN and you replied with Questrade steps. For TD I use the following: https://creditcarrots.com/norberts-gambit-td-direct-investing/ It is important to follow exactly i.e., when selling click the sell button on top right NOT the sell button beside the DLR shares. Or just call TD when ready to sell.

Upvote 11

Read Answer Asked by Danny-boy on July 03, 2024

• Twilio Inc. Class A (TWLO $139.52)
  • $139.52 P/E (TTM): 352.56X Cap: $21.10B
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Q: Should I add a small position of this company to my TFSa

Upvote 2

Read Answer Asked by Ashleigh on July 03, 2024

• Aritzia Inc. Subordinate Voting Shares (ATZ $114.65)
  • $114.65 P/E (TTM): 47.43X Cap: $12.71B
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Q: Hello, I own Aritzia stock. I purchased it at its lowest point in 2023, and now it has increased by 63%. The company’s quarterly earnings release is scheduled for July 11. However, I have concerns that the earnings may not be ideal. To preserve my profit, I’m considering either selling the stock or buying a put option. It’s important to note that this stock is in my cash account, so selling it would have tax consequences. I would greatly appreciate your professional advice. Thank you!

Upvote 3

Read Answer Asked by Esther on July 03, 2024

• Home Depot Inc. (The) (HD $356.09)
  • $356.09 P/E (TTM): 24.06X Cap: $355.14B
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Q: Hi 5i, upto now many US retailers are reporting lower numbers and guidance, even HD guided lower. I really like this company and thinking things might get worse for the US consumer thereby making even lower guidance by HD. So based on current valuation is HD a good buy, and historically how has it behaved in past downturns. Thx.

Upvote 3

Read Answer Asked by Christopher on July 03, 2024

• Algonquin Power & Utilities Corp. (AQN $8.59)
  • $8.59 Cap: $6.45B
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• iShares S&P Global Clean Energy Index Fund (ICLN $16.23)
  • $16.23 P/E (TTM): 40.93X Cap: $1.83B
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Q: Good morning 5i,
I just read your excellent report on Canadian companies which could rebound with a changing economic environment, especially concerning rate cuts. You mentionned AQN and a Brookfield clean energy company.

I imagine the same dynamics would hold for US stocks. I was wondering specifically, whether ICLN might be an American company similar to the Canadian ones you mention?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on July 03, 2024

• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.18B
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Q: Hello 5i,

If the best time to sell PSA is on or after the ex-dividend date, when is the best time to purchase? Is it the day before the ex-dividend date?

Thank you
D&J

Upvote 4

Read Answer Asked by Jerry on July 03, 2024

• Aecon Group Inc. (ARE $30.77)
  • $30.77 P/E (TTM): 314.9X Cap: $1.92B
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Q: Is this a good time to buy ARE or would you wait?

Upvote 4

Read Answer Asked by Merrilyn on July 03, 2024

• Philip Morris International Inc (PM $157.40)
  • $157.40 P/E (TTM): 28.56X Cap: $246.89B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.18)
  • $28.18 Cap: $8.99B
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• Berkshire Hathaway Inc. (BRK.B $503.04)
  • $503.04 P/E (TTM): 17.13X Cap: $1.08T
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• iShares Core 40/60 Moderate Allocation ETF (AOM $48.03)
  • $48.03 P/E (TTM): 21.79X Cap: $1.64B
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Q: I am going to sell most of my u.s.stock so will have u.s. funds. where should I invest it for safety I am 87

Upvote 7

Read Answer Asked by harry on July 03, 2024

• Apellis Pharmaceuticals Inc. (APLS $24.73)
  • $24.73 P/E (TTM): 84.37X Cap: $3.18B
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Q: APLS.US has had a down turn recently. Will it recover or are there some intrinsic problems with the company.

Thanks

Thomas

Upvote 1

Read Answer Asked by Thomas on July 03, 2024

• Pacer US Small Cap Cash Cows ETF (CALF $45.12)
  • $45.12 P/E (TTM): 13.04X Cap: $3.73B
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Q: What will it take for U.S. small caps to make a move? I own CALF in my TFSA and am patiently waiting.

Upvote 3

Read Answer Asked by Kelly on July 03, 2024

• MUELLER WATER PRODUCTS (MWA $24.92)
  • $24.92 P/E (TTM): 20.48X Cap: $3.86B
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Q: Hello 5iR
What is your opinion of MWA as a buy. Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on July 03, 2024

Q: I would like to bring back some money from my US direct account to my CDN direct account, what is the best method and how would I do it?

Upvote 8

Read Answer Asked by Jean on July 03, 2024

• TELUS Corporation (T $17.41)
  • $17.41 Cap: $26.99B
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• Rogers Communication Inc. (RCI $37.27)
  • $37.27 P/E (TTM): 4.07X Cap: $20.28B
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Q: Which of these two telco’s would you buy at the moment and why?

Upvote 6

Read Answer Asked by Donald on July 03, 2024