Investment Q&A

• Amazon.com Inc. (AMZN $221.15)
  • $221.15 P/E (TTM): 34.76X Cap: $2.38T
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• Alphabet Inc. (GOOG $200.74)
  • $200.74 P/E (TTM): 21.59X Cap: $2.42T
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• Intuitive Surgical Inc. (ISRG $474.83)
  • $474.83 P/E (TTM): 66.74X Cap: $172.23B
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• Booking Holdings Inc. (BKNG $5,639.99)
  • $5,639.99 P/E (TTM): 38.93X Cap: $182.78B
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• Eli Lilly and Company (LLY $713.80)
  • $713.80 P/E (TTM): 57.22X Cap: $667.66B
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• United Rentals Inc. (URI $890.08)
  • $890.08 P/E (TTM): 23.72X Cap: $58.02B
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• Axon Enterprise Inc. (AXON $757.40)
  • $757.40 P/E (TTM): 183.43X Cap: $59.73B
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• Vertiv Holdings LLC Class A (VRT $127.01)
  • $127.01 P/E (TTM): 75.03X Cap: $48.70B
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• Trane Technologies plc (TT $422.26)
  • $422.26 P/E (TTM): 34.03X Cap: $94.85B
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• Palantir Technologies Inc. (PLTR $155.76)
  • $155.76 P/E (TTM): 525.83X Cap: $370.10B
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Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Upvote 39

Read Answer Asked by Warren on November 06, 2024

• Apple Inc. (AAPL $224.86)
  • $224.86 P/E (TTM): 34.99X Cap: $3.35T
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• Amazon.com Inc. (AMZN $221.15)
  • $221.15 P/E (TTM): 34.76X Cap: $2.38T
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• Broadcom Inc. (AVGO $288.07)
  • $288.07 P/E (TTM): 110.45X Cap: $1.36T
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• Alphabet Inc. (GOOG $200.74)
  • $200.74 P/E (TTM): 21.59X Cap: $2.42T
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• Intuitive Surgical Inc. (ISRG $474.83)
  • $474.83 P/E (TTM): 66.74X Cap: $172.23B
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• Microsoft Corporation (MSFT $506.09)
  • $506.09 P/E (TTM): 37.37X Cap: $3.75T
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• QUALCOMM Incorporated (QCOM $153.49)
  • $153.49 P/E (TTM): 15.1X Cap: $167.71B
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• AbbVie Inc. (ABBV $211.69)
  • $211.69 P/E (TTM): 88.12X Cap: $369.47B
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• JPMorgan Chase & Co. (JPM $291.75)
  • $291.75 P/E (TTM): 14.26X Cap: $803.58B
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• Merck & Company Inc. (MRK $86.87)
  • $86.87 P/E (TTM): 12.38X Cap: $211.46B
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• NextEra Energy Inc. (NEE $76.18)
  • $76.18 P/E (TTM): 26.75X Cap: $156.87B
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• Prudential Financial Inc. (PRU $107.20)
  • $107.20 P/E (TTM): 23.4X Cap: $37.70B
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• Stryker Corporation (SYK $387.75)
  • $387.75 P/E (TTM): 51.65X Cap: $149.81B
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• Argan Inc. (AGX $217.94)
  • $217.94 P/E (TTM): 29.98X Cap: $2.94B
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• Construction Partners Inc. (ROAD $115.60)
  • $115.60 P/E (TTM): 81.96X Cap: $6.43B
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• Vertiv Holdings LLC Class A (VRT $127.01)
  • $127.01 P/E (TTM): 75.03X Cap: $48.70B
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• Shift4 Payments Inc. Class A (FOUR $89.29)
  • $89.29 P/E (TTM): 49.86X Cap: $8B
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• Cellebrite DI Ltd. (CLBT $15.70)
  • $15.70 Cap: $3.70B
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Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Upvote 6

Read Answer Asked by David on November 06, 2024

• Constellation Software Inc. (CSU $4,378.96)
  • $4,378.96 P/E (TTM): 107.5X Cap: $92.40B
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• Lumine Group Inc. (LMN $47.29)
  • $47.29 P/E (TTM): 181.19X Cap: $11.83B
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Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Upvote 6

Read Answer Asked by Chuck on November 06, 2024

• Killam Apartment Real Estate Investment Trust (KMP.UN $17.72)
  • $17.72 P/E (TTM): 4.12X Cap: $2.19B
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Q: Hello,

I own KMP.UN and just received a large package from them requesting I vote for or against.

They are asking shareholders to approve the plan of arrangement as Appendix E.

I made an attempt to go through it and understand what they were proposing but admit it wasn't clear to me.

Could you please clarify what they are asking shareholders to vote on and interpret it for us in simple talk.

With thanks


Sheldon

Upvote 4

Read Answer Asked by Sheldon on November 06, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.53)
  • $131.53 P/E (TTM): 17.43X Cap: $29.47B
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• Thomson Reuters Corporation (TRI $242.22)
  • $242.22 P/E (TTM): 48.79X Cap: $109.87B
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• Lumine Group Inc. (LMN $47.29)
  • $47.29 P/E (TTM): 181.19X Cap: $11.83B
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Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Upvote 11

Read Answer Asked by Ray on November 06, 2024

• UiPath Inc. Class A (PATH $10.91)
  • $10.91 Cap: $5.86B
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Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Upvote 2

Read Answer Asked by Hans on November 06, 2024

• Financial 15 Split Corp. Class A Shares (FTN $9.99)
  • $9.99 P/E (TTM): 22.87X Cap: $407M
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Q: Can you provide an 'idiot's guide' answer to what FTN is and how it works.

Would it have been a good investment over the last 3 years compared to an average dividend paying stock?

Would you recommend it as a good investment for the next 3 years given anticipatedmarket conditions? Thanks

Upvote 1

Read Answer Asked by Charles on November 06, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.63)
  • $81.63 P/E (TTM): 41.1X Cap: $132.83B
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Q: I have a small amount of BAM from the previous spinoff. I like the Brookfield companies and am looking for a good growth dividend stock. Do you think it is too late to add more BAM?

Appreciate your insight.

Paul F.

Upvote 3

Read Answer Asked by Paul on November 06, 2024

Q: What do you think of QXO? As far as I understand it is a very brilliant founder who has grown similar businesses, put in hundreds of millions of his own capital, has a lot of the same team in place, and is looking to grow and build in a fragmented industry.

What do you think/what can you tell me about the outlook of the company/valuation, growth prospects, etc? I see it has almost 1/5th of its market cap in cash.

I'm a bit weary of these types of situations after GUD, but also that could just be a shortsighted behavioral bias.

Upvote 2

Read Answer Asked by Max on November 06, 2024

• Purpose High Interest Savings Fund (PSA $50.09)
  • $50.09 Cap: $3.15B
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• Global X High Interest Savings ETF (CASH $50.06)
  • $50.06 Cap: $6.81B
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• High Interest Savings Account ETF (HISA)
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Q: Hello,
I'm looking for a way to park some money for one-year to pay down part of my mortgage after that. What are some low risk options to maintain liquidity if I need to use the funds for some emergency?
Thanks for your help!

Upvote 4

Read Answer Asked by Madhur on November 06, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $88.52)
  • $88.52 P/E (TTM): 150.95X Cap: $132.96B
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Q: Looking at BAM and BN - who has the higher expected growth rate and who has the higher margins? BAM has higher yield but total return is the goal!

Upvote 10

Read Answer Asked by Scott on November 06, 2024

• Wajax Corporation (WJX $23.09)
  • $23.09 P/E (TTM): 12.11X Cap: $500M
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Q: Please provide comments on their latest results and their current debt vs equity position. With a 17% drop after reporting their results, do you think the drop is overdone? Would you continue to hold or sell for tax loss?

Upvote 1

Read Answer Asked by David on November 06, 2024

• Toromont Industries Ltd. (TIH $142.71)
  • $142.71 P/E (TTM): 24.17X Cap: $11.60B
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Q: Can you please comment on TIH's recent quarterly earnings. In what order what you add these industrials for a long term hold: TFI, TIH, WSP

Upvote 5

Read Answer Asked by Matthew on November 06, 2024

• Alimentation Couche-Tard Inc. (ATD $70.05)
  • $70.05 P/E (TTM): 18.77X Cap: $66.58B
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• Premium Brands Holdings Corporation (PBH $95.71)
  • $95.71 P/E (TTM): 46.06X Cap: $4.25B
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Q: Hello 5i
I just noticed that in answer to a question you have put adt.ca ahead of premium brands in its category as a favourite pick. I have been worried that adt direction may be looking for a big way to make their mark in their acquisition. I have wondered whether that would bring them to abandon their usual caution. I hold pbh at now, a quite small capital gain and have been thinking about selling it. Just wondering what makes you so confident about this deal. And also, whether it is good enough to make the switch?
Thanks for this great service

Upvote 4

Read Answer Asked by joseph on November 06, 2024

Q: Can you comment on the outlook for this name?

Upvote 2

Read Answer Asked by Kim on November 06, 2024

Q: Hi 5i!

Do you have a list of stocks on sell for tax harvesting season? Anything you think with an interesting recovery potential?

Thank you,

Frank

Upvote 6

Read Answer Asked by Francois on November 06, 2024

• Intact Financial Corporation (IFC $281.15)
  • $281.15 P/E (TTM): 22.51X Cap: $49.89B
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Q: Hello,

Do you like the quarterly results ? What would be a reasonable price range to add some shares ?

Thank You

Upvote 5

Read Answer Asked by rajeev on November 06, 2024

• Alphabet Inc. (GOOG $200.74)
  • $200.74 P/E (TTM): 21.59X Cap: $2.42T
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• Intuitive Surgical Inc. (ISRG $474.83)
  • $474.83 P/E (TTM): 66.74X Cap: $172.23B
  • View ISRG Profile
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Q: Hi Folks,
I would like to add to my holdings in GOOGL or ISRG. May I have your opinion as to which one would be best to add to at this time and why. This would be in my non registered account.
Thanks

Upvote 7

Read Answer Asked by JOHN on November 06, 2024

• CECO Environmental Corp. (CECO $46.63)
  • $46.63 P/E (TTM): 31.06X Cap: $1.59B
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• Aspen Aerogels Inc. (ASPN $6.58)
  • $6.58 Cap: $550M
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $227.63)
  • $227.63 P/E (TTM): 31.23X Cap: $1.18T
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• Nextracker Inc. (NXT $64.50)
  • $64.50 P/E (TTM): 18.14X Cap: $9.78B
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• Blue Bird Corporation (BLBD $54.84)
  • $54.84 P/E (TTM): 17.77X Cap: $1.85B
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Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

Upvote 1

Read Answer Asked by John on November 06, 2024

• McCoy Global Inc. (MCB $3.41)
  • $3.41 P/E (TTM): 10.3X Cap: $88M
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• Bird Construction Inc. (BDT $23.20)
  • $23.20 P/E (TTM): 13.02X Cap: $1.29B
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Q: Couldn't retrieve your response to this question previously so am re-asking for your thoughts on these 2 small cap companies?

Thnx
Dave

Upvote 4

Read Answer Asked by David on November 05, 2024