Investment Q&A

• Canadian Utilities Limited Class A Non-Voting Shares (CU $50.09)
  • $50.09 P/E (TTM): 130.66X Cap: $13.43B
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• Emera Incorporated (EMA $73.83)
  • $73.83 P/E (TTM): 21.19X Cap: $22.14B
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• Enbridge Inc (ENB $54.59)
  • $54.59 P/E (TTM): 22.99X Cap: $116.97B
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• Fortis Inc. (FTS $57.44)
  • $57.44 P/E (TTM): 22.64X Cap: $28.67B
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Q: I HOLD ALL FOUR OF THESE AND WANT TO SELL ONE OR TWO WHICH WOULD YOU SELL?

Upvote 5

Read Answer Asked by Dorothy on February 07, 2024

• Danaos Corporation (DAC $116.31)
  • $116.31 Cap: $2.07B
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• Trane Technologies plc (TT $428.32)
  • $428.32 P/E (TTM): 32.9X Cap: $95.36B
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• RTX Corporation (RTX $196.32)
  • $196.32 P/E (TTM): 39.56X Cap: $267.05B
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Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris

Upvote 8

Read Answer Asked by chris on February 07, 2024

• Home Depot Inc. (The) (HD $318.28)
  • $318.28 P/E (TTM): 21.94X Cap: $325.34B
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• Lowe's Companies Inc. (LOW $230.41)
  • $230.41 P/E (TTM): 19.5X Cap: $131.72B
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• McDonald's Corporation (MCD $306.09)
  • $306.09 P/E (TTM): 25.7X Cap: $220.05B
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• PepsiCo Inc. (PEP $154.24)
  • $154.24 P/E (TTM): 26.17X Cap: $214.24B
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• Philip Morris International Inc (PM $158.73)
  • $158.73 P/E (TTM): 21.78X Cap: $249.59B
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• Enbridge Inc. (ENB $75.98)
  • $75.98 P/E (TTM): 22.99X Cap: $163.19B
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• Canadian Natural Resources Limited (CNQ $68.54)
  • $68.54 P/E (TTM): 12.79X Cap: $140.23B
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• Restaurant Brands International Inc. (QSR $107.04)
  • $107.04 P/E (TTM): 32.73X Cap: $49.09B
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• Brookfield Renewable Partners L.P. (BEP.UN $46.10)
  • $46.10 Cap: $31.60B
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• TMX Group Limited (X $49.41)
  • $49.41 P/E (TTM): 33.3X Cap: $13.79B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.57)
  • $60.57 P/E (TTM): 30.33X Cap: $100.86B
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Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Upvote 15

Read Answer Asked by RUPINDER on February 07, 2024

• Intuitive Surgical Inc. (ISRG $449.96)
  • $449.96 P/E (TTM): 57.44X Cap: $160.72B
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• Eli Lilly and Company (LLY $923.05)
  • $923.05 P/E (TTM): 40.77X Cap: $875.90B
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Q: Hi team,

Grateful if you could update your views on Altimmune (ALT-Q).

Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on February 07, 2024

• goeasy Ltd. (GSY $33.59)
  • $33.59 P/E (TTM): 2.54X Cap: $563M
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• Propel Holdings Inc. (PRL $18.20)
  • $18.20 P/E (TTM): 9.54X Cap: $717M
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Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?

Thanks,
Brent

Upvote 7

Read Answer Asked by Brent on February 07, 2024

• Lantheus Holdings Inc. (LNTH $76.19)
  • $76.19 P/E (TTM): 22.45X Cap: $4.93B
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Q: Was considering adding to a small $lnth position to bump it up. Also have lly, abbv, well. Would you please provide an update opinion - potential in 2024/25 or value trap? Technically it is just perking up a bit.

Upvote 1

Read Answer Asked by Kel on February 07, 2024

• Canadian National Railway Company (CNR $146.68)
  • $146.68 P/E (TTM): 19.12X Cap: $89.26B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.91)
  • $100.91 P/E (TTM): 13.81X Cap: $21.98B
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• Constellation Software Inc. (CSU $2,397.14)
  • $2,397.14 P/E (TTM): 74.13X Cap: $51.76B
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• Celestica Inc. (CLS $404.10)
  • $404.10 P/E (TTM): 42.06X Cap: $46.75B
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• iShares Russell 2000 Growth ETF (IWO $316.94)
  • $316.94 P/E (TTM): 22.36X Cap: $12.41B
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• Vanguard S&P 500 Index ETF (VFV $161.67)
  • $161.67 P/E (TTM): 26.01X Cap: $28.20B
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• TerraVest Industries Inc. (TVK $127.53)
  • $127.53 Cap: $2.79B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $192.89)
  • $192.89 P/E (TTM): 30.05X Cap: $2.50B
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• Vanguard Dividend Appreciation FTF (VIG $215.45)
  • $215.45 P/E (TTM): 24.38X Cap: $105.36B
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• Vertiv Holdings LLC Class A (VRT $255.51)
  • $255.51 P/E (TTM): 76.62X Cap: $98.98B
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• Duolingo Inc. (DUOL $94.85)
  • $94.85 P/E (TTM): 11.37X Cap: $4.53B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.22)
  • $56.22 P/E (TTM): 77.51X Cap: $126.88B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.57)
  • $60.57 P/E (TTM): 30.33X Cap: $100.86B
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• ISHARES TRUST (IJT $147.44)
  • $147.44 P/E (TTM): 19.17X Cap: $6.63B
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Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian

Upvote 13

Read Answer Asked by Brian on February 07, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $426.84)
  • $426.84 P/E (TTM): 28.69X Cap: $110.51B
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Q: Hi, Could you give us your opinion on Vertex, specially after release of its earnings, yesterday. How is the growth trajectory and pipeline ? Does the recent pull back, notably after the earnings, today, presents a good opportunity to initiate a new position ? Thank You

Upvote 2

Read Answer Asked by rajeev on February 07, 2024

• CI Tech Giants Covered Call ETF (TXF $21.40)
  • $21.40 P/E (TTM): 35.1X Cap: $681M
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Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• Celestica Inc. (CLS $404.10)
  • $404.10 P/E (TTM): 42.06X Cap: $46.75B
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• TerraVest Industries Inc. (TVK $127.53)
  • $127.53 Cap: $2.79B
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• Definity Financial Corporation (DFY $62.57)
  • $62.57 P/E (TTM): 44.22X Cap: $7.67B
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Q: What can you tell me about this company. I have a small TSFA and am looking for some reasonable growth. also do you think hps-a is getting a little to high to buy right now? Thankyou Larry

Upvote 8

Read Answer Asked by Larry on February 07, 2024

• Perion Network Ltd (PERI $9.71)
  • $9.71 Cap: $388M
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Q: I was in process of building my position in PERI after reading some positive answers on this, inspite of getting bitten big time with other adtech ex ILLM.TO & APPS my current average CP is above where PERI is trading now.
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON

Upvote 2

Read Answer Asked by Francis on February 07, 2024

• Perion Network Ltd (PERI $9.71)
  • $9.71 Cap: $388M
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Q: Is today’s drop provide an opportunity to add to my position? I am currently down 20% as of today. Thanks, Lesley

Upvote 2

Read Answer Asked by Lesley on February 07, 2024

Q: Peter; In regards to Eric’s question on when to sell , with the heirs involved. I was executor for a client of mine - 14 heirs! - anytime I was going to do something - selling securities included- I sent each one a letter with a place to sign and return - agreeing or not , so I had a written document, in case of a problem.
Publish or not.
Rod

Upvote 2

Read Answer Asked by Rodney on February 07, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.57)
  • $60.57 P/E (TTM): 30.33X Cap: $100.86B
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Q: Have been waiting on TD .now contemplating buying BAM.A please have your taught.Thanks

Upvote 3

Read Answer Asked by Gilles on February 07, 2024

• Oaktree Specialty Lending Corporation (OCSL $11.63)
  • $11.63 P/E (TTM): 31.64X Cap: $995M
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Q: After spending almost 2 months in overbought situation, RSI over 70, it reverted to an RSI under 30 in a couple of days. I have read what a lot of analysts say and yes their numbers were not great but I did not think they were disasterous. This stock is in a recommended portfolio I follow of US income orienated stocks. I do not own it but its appeal has risen with this. Can I have thoughts

Upvote 1

Read Answer Asked by Don on February 07, 2024

• Air Products and Chemicals Inc. (APD $295.38)
  • $295.38 Cap: $65.48B
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Q: In light of the earnings report, can you please comment on whether or not the recent stock price drop was over-done. Can you also provide thoughts on payout ratio, its moat (if it has one) and its durability during past recessions? Is it now cheap compared to past metrics ?

Upvote 1

Read Answer Asked by James on February 07, 2024

• Booking Holdings Inc. (BKNG $173.12)
  • $173.12 P/E (TTM): 25.25X Cap: $139.51B
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• Copart Inc. (CPRT $32.95)
  • $32.95 P/E (TTM): 21.01X Cap: $31.63B
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• Crocs Inc. (CROX $90.64)
  • $90.64 Cap: $4.47B
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• Axon Enterprise Inc. (AXON $383.01)
  • $383.01 P/E (TTM): 273.38X Cap: $33.20B
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• CrowdStrike Holdings Inc. (CRWD $401.00)
  • $401.00 Cap: $101.09B
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• Celsius Holdings Inc. (CELH $34.19)
  • $34.19 P/E (TTM): 136.32X Cap: $9.28B
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Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!

Upvote 10

Read Answer Asked by Keith on February 07, 2024

• Fortinet Inc. (FTNT $82.54)
  • $82.54 P/E (TTM): 33.96X Cap: $60.88B
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• CrowdStrike Holdings Inc. (CRWD $401.00)
  • $401.00 Cap: $101.09B
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Q: Hello,

Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?

Thank you.

Upvote 3

Read Answer Asked by Satish on February 07, 2024

• iShares Core S&P Small-Cap ETF (IJR $125.82)
  • $125.82 P/E (TTM): 17.5X Cap: $93.40B
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• Pacer US Small Cap Cash Cows ETF (CALF $45.40)
  • $45.40 P/E (TTM): 12.9X Cap: $3.30B
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Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike

Upvote 5

Read Answer Asked by Michael on February 07, 2024

• ATS Corporation (ATS $38.67)
  • $38.67 Cap: $3.91B
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Q: ATS reported this morning. Why the big drop? Numbers all seemed great. Public Question.

Thanks
Dave.

Upvote 2

Read Answer Asked by David on February 07, 2024