Investment Q&A

• Freeport-McMoRan Inc. (FCX $64.75)
  • $64.75 P/E (TTM): 43.12X Cap: $98.14B
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• Lundin Mining Corporation (LUN $39.80)
  • $39.80 Cap: $35.71B
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• Capstone Copper Corp. (CS $12.73)
  • $12.73 P/E (TTM): 25.32X Cap: $10.46B
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• Nutrien Ltd. (NTR $102.37)
  • $102.37 P/E (TTM): 58.97X Cap: $50.04B
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• Eagle Materials Inc (EXP $213.78)
  • $213.78 P/E (TTM): 17.05X Cap: $6.88B
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Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Upvote 6

Read Answer Asked by ralph on May 23, 2024

• Verizon Communications Inc. (VZ $50.77)
  • $50.77 P/E (TTM): 12.24X Cap: $210.79B
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• T-Mobile US Inc. (TMUS $215.95)
  • $215.95 P/E (TTM): 22.63X Cap: $238.12B
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Q: Hi 5i,
I have owned Verizon for some time. Although the dividend has been solid and I am up over purchase I'm wondering if you think there might be another better alternative at this time? My Cdn. content is at suggested levels so maybe a US or International option.? Whatever you think.
Thanks again,
Ralph

Upvote 3

Read Answer Asked by ralph on May 23, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $2.98B
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• CI High Interest Savings ETF (CSAV $50.03)
  • $50.03 P/E (TTM): 37.63X Cap: $4.98B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.37)
  • $117.37 Cap: $1.92B
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• Global X High Interest Savings ETF (CASH $49.97)
  • $49.97 P/E (TTM): 13.15X Cap: $6.85B
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• High Interest Savings Account ETF (HISA)
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• TD Cash Management ETF (TCSH $50.01)
  • $50.01 P/E (TTM): 13.15X Cap: $739M
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Q: Hi, Is there a site giving the actual yield of all the HISA ETF’s? The distributions are already decreasing. I guess they are pretty similar, but they change monthly. PS: I do not think the dividend/yield on 5iResearch MarketData are up-to-date. Thanks.

Upvote 3

Read Answer Asked by Denise on May 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.60)
  • $188.60 P/E (TTM): 30.07X Cap: $2.37B
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• Crocs Inc. (CROX $85.56)
  • $85.56 Cap: $4.36B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Aspen Aerogels Inc. (ASPN $3.44)
  • $3.44 Cap: $271M
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• ADF Group Inc. Subordinate Voting Shares (DRX $10.14)
  • $10.14 P/E (TTM): 10.28X Cap: $304M
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• Vertiv Holdings LLC Class A (VRT $246.58)
  • $246.58 P/E (TTM): 92.61X Cap: $98.61B
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• TransMedics Group Inc. (TMDX $147.32)
  • $147.32 P/E (TTM): 54.29X Cap: $5.04B
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Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks

Upvote 25

Read Answer Asked by Terry on May 23, 2024

• Harvest Premium Yield Treasury ETF (HPYT.U $8.95)
  • $8.95 Cap: $22M
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Q: Could you please provide your thoughts on this relatively new ETF and comment on it's ability to maintain the relatively high monthly distributions without eroding the net asset value. Do they have a solid strategy?

Upvote 2

Read Answer Asked by Will on May 23, 2024

• Super Micro Computer Inc. (SMCI $30.84)
  • $30.84 P/E (TTM): 22.58X Cap: $19.06B
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Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David

Upvote 7

Read Answer Asked by David on May 23, 2024

• NVIDIA Corporation (NVDA $180.28)
  • $180.28 P/E (TTM): 47.53X Cap: $4.43T
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Q: Hi,

I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.

Thank you,

Michael

Upvote 7

Read Answer Asked by Michael on May 23, 2024

• Alphabet Inc. (GOOG $301.25)
  • $301.25 P/E (TTM): 28.83X Cap: $3.77T
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• NVIDIA Corporation (NVDA $180.28)
  • $180.28 P/E (TTM): 47.53X Cap: $4.43T
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Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.

How does split work if you hold shares on CDR.

Thanks for your great service

Upvote 4

Read Answer Asked by Hector on May 23, 2024

Q: Why did the price of gold rise so dramatically from Feb 2024 until the present? Where is the price of gold going next?

Upvote 4

Read Answer Asked by Ron on May 22, 2024

• Ares Management Corporation Class A (ARES $112.00)
  • $112.00 P/E (TTM): 49.3X Cap: $37.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.88)
  • $58.88 P/E (TTM): 88.8X Cap: $134.94B
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Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks

Upvote 1

Read Answer Asked by Ian on May 22, 2024

• Amazon.com Inc. (AMZN $207.51)
  • $207.51 P/E (TTM): 28.63X Cap: $2.23T
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• Netflix Inc. (NFLX $97.13)
  • $97.13 P/E (TTM): 30.06X Cap: $409.92B
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• The Walt Disney Company (DIS $103.62)
  • $103.62 P/E (TTM): 15.38X Cap: $184.82B
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• Sony Group Corporation American Depositary Shares (SONY $21.44)
  • $21.44 P/E (TTM): 17.89X Cap: $136.70B
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Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?

Upvote 4

Read Answer Asked by Zara on May 22, 2024

• NFI Group Inc. (NFI $16.90)
  • $16.90 Cap: $2B
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Q: Hello,
I have a large loss - now small position - in NFI. Is it a good time to move on? Even if it moves significantly higher it does not really impacts my overall portfolio. Thank you for your service.

Upvote 1

Read Answer Asked by Pierre on May 22, 2024

• Royal Bank of Canada (RY $227.73)
  • $227.73 P/E (TTM): 16.23X Cap: $322.25B
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• Toronto-Dominion Bank (The) (TD $133.55)
  • $133.55 P/E (TTM): 11.22X Cap: $224.58B
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• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 25.56X Cap: $127.43B
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• Bank of Montreal (BMO $196.97)
  • $196.97 P/E (TTM): 16.06X Cap: $140.46B
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• Canadian Imperial Bank Of Commerce (CM $137.38)
  • $137.38 P/E (TTM): 15.85X Cap: $128.22B
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• National Bank of Canada (NA $190.28)
  • $190.28 P/E (TTM): 17.65X Cap: $73.88B
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Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Upvote 10

Read Answer Asked by Luc on May 22, 2024

• Toronto-Dominion Bank (The) (TD $133.55)
  • $133.55 P/E (TTM): 11.22X Cap: $224.58B
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Q: I read a more detailed US legal article on the TD money laundering scandal in NY/NJ and was quite disturbed. It has been a core holding of mine for a full decade. Thinking of taking it down from a full to a half position while the DOJ probe and further sanctions play out. Would you caution against this at this time (with damage already done to stock) or do you think its a prudent move?

Upvote 6

Read Answer Asked by Patrick on May 22, 2024

• Amazon.com Inc. (AMZN $207.51)
  • $207.51 P/E (TTM): 28.63X Cap: $2.23T
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• ASGN Incorporated (ASGN $41.94)
  • $41.94 P/E (TTM): 13.83X Cap: $1.69B
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Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?

Upvote 1

Read Answer Asked by Larry M. on May 22, 2024

Q: Could you share your thoughts on this ETF, how does it work? Do you think if it is a good long term investment? Thank you.

Upvote 3

Read Answer Asked by David on May 22, 2024

• Sun Life Financial Inc. (SLF $88.10)
  • $88.10 P/E (TTM): 22.12X Cap: $49.38B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.42)
  • $100.42 P/E (TTM): 13.09X Cap: $21.27B
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• Constellation Software Inc. (CSU $2,671.32)
  • $2,671.32 P/E (TTM): 56.43X Cap: $54.39B
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• Dollarama Inc. (DOL $198.08)
  • $198.08 P/E (TTM): 41.55X Cap: $55.35B
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• WSP Global Inc. (WSP $233.56)
  • $233.56 P/E (TTM): 32.34X Cap: $31.64B
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Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Upvote 14

Read Answer Asked by Ron on May 22, 2024

• Microsoft Corporation (MSFT $404.13)
  • $404.13 P/E (TTM): 24.04X Cap: $2.95T
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• Berkshire Hathaway Inc. (BRK.B $480.81)
  • $480.81 P/E (TTM): 15.8X Cap: $1.03T
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Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Upvote 6

Read Answer Asked by Dawn on May 22, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.90)
  • $164.90 P/E (TTM): 127.25X Cap: $212.98B
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Q: Whats moving this today?

Thx

Upvote 7

Read Answer Asked by blake on May 22, 2024

• Vanguard Growth ETF (VUG $457.70)
  • $457.70 P/E (TTM): 36.5X Cap: $204B
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Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?

Upvote 3

Read Answer Asked by Steven on May 22, 2024