Investment Q&A

• BCE Inc. (BCE $32.82)
  • $32.82 P/E (TTM): 77.45X Cap: $29.98B
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Q: Your thoughts on the quarter please?


Thx

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Read Answer Asked by blake on February 02, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.29)
  • $43.29 P/E (TTM): 522.13X Cap: $28.09B
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Q: Your thoughts on recent earnings release for Brookfield Infrastructure? Thanks.
Robert

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Read Answer Asked by robert on February 02, 2023

• Murphy USA Inc. (MUSA $368.90)
  • $368.90 P/E (TTM): 15.3X Cap: $7.06B
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Q: Hi there,

Can I please have your opinion on Murphy USA? Based on the chart, it looks like they've been a great compounder.

Thanks

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Read Answer Asked by Michael on February 02, 2023

• BRP Inc. Subordinate Voting Shares (DOO $69.98)
  • $69.98 Cap: $4.97B
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• Fox Factory Holding Corp. (FOXF $29.63)
  • $29.63 Cap: $1.22B
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Q: Hello 5i,
Could you please compare the prospects of FOXF vs DOO.
Which would you choose?
Thank you so much
Dave

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Read Answer Asked by Dave on February 02, 2023

Q: Could I have your thoughts on the merits and/or drawbacks of single bonds ETFs - UTEN ; UTWO ; TBIL.
Thanks

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Read Answer Asked by William on February 02, 2023

• Alphabet Inc. (GOOGL $195.46)
  • $195.46 P/E (TTM): 21.11X Cap: $2.35T
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Q: I have 100 shares of googl which presently is showing a loss of approx. $3400. Today I bought 200 shares of goog and would like to sell the googl for the tax loss, can I do this tomorrow and qualify for the tax loss? Because the buy today is goog and the sell of googl does this have any implication re the tax loss?

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Read Answer Asked by Doug on February 02, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.33B
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Q: Could you explain the $748.7 million goodwill impairment charge for LSPDs latest results? What is the impact? Where did it come from? And is this the sole reason for the stock being down 7 + percent today (as of 2 and a half hrs after market open) or are there other explanations?

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Read Answer Asked by Robert on February 02, 2023

• American Tower Corporation (REIT) (AMT $210.37)
  • $210.37 P/E (TTM): 34.32X Cap: $99.72B
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• Crown Castle Inc. (CCI $105.25)
  • $105.25 Cap: $46.67B
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Q: WHICH ONE AMT OR CCI IS BETTER FOR THE SHORT, MEDIUM, AND LONG TERM?

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Read Answer Asked by Herbert on February 02, 2023

• Intel Corporation (INTC $20.38)
  • $20.38 Cap: $85.35B
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• NVIDIA Corporation (NVDA $177.44)
  • $177.44 P/E (TTM): 56.04X Cap: $4.39T
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• Advanced Micro Devices Inc. (AMD $174.91)
  • $174.91 P/E (TTM): 125.33X Cap: $286.63B
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Q: WHAT IS THE CHOICE BETWEEN NVDA AND AMD AND WHY? ALSO WHAT ARE THE ENTRY POINTS FOR BUYING WITH NVDA AND AMD?

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Read Answer Asked by Herbert on February 02, 2023

• Kinaxis Inc. (KXS $204.74)
  • $204.74 P/E (TTM): 437.0X Cap: $5.71B
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• Open Text Corporation (OTEX $39.92)
  • $39.92 P/E (TTM): 11.68X Cap: $10.40B
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• Datametrex AI Limited (DM $0.09)
  • $0.09 Cap: $1M
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• Docebo Inc. (DCBO $41.89)
  • $41.89 P/E (TTM): 40.39X Cap: $1.22B
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• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Hi 5i: Do you have any suggestions regarding Canadian AI and cyber security opportunities. Thank You.

Tom

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Read Answer Asked by Tom on February 02, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.33B
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Q: hi folks...took my lumps on lightspeed & sold for tax loss in December...your thoughts on Q results with big loss & impairment charge....Still $838M in cash & equivalents...is stock worth re-buying at low C$20's...or is this a case of move on & avoid...thanks as always..jb Piedmont QC

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Read Answer Asked by John on February 02, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.33B
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Q: Thoughts on earnings please.

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Read Answer Asked by James on February 02, 2023

• NVIDIA Corporation (NVDA $177.44)
  • $177.44 P/E (TTM): 56.04X Cap: $4.39T
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Q: I’ve finally broken even on NVDA. Their Q4 comes out later this month and I’m nervous since it’s up substantially from the dramatic low in October. Any disappointments and it will probably be hit hard.

If you owned NVDA what would you do? Ride out the report and hold on or sell, watch the reaction and reassess?
Thanks

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Read Answer Asked by Frank on February 02, 2023

Q: What would be the top two or three sectors in the Canadian market for new money in the coming year?

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Read Answer Asked by Don on February 02, 2023

• Direct Communication Solutions Inc - Ordinary Shares (DCSI $2.48)
  • $2.48 Cap: $6M
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Q: Can you please give your view of DCSI.
Thank You

Direct Communication Solutions (CSE: DCSI)

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Read Answer Asked by John on February 02, 2023

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.03)
  • $38.03 P/E (TTM): 5.68X Cap: $978M
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Q: Retired, dividend-income investor. Happy owner of CDZ. I just saw the new asset allocation effective Jan 31/23. I believe they reconstitute the ETF annually. Pretty big change in the finance %. It jumped from 24% to 30%.

Am I correct that this has to do with some of their constituent holdings not meeting the required criteria of increasing their dividend over the past year? I have gone through their website and am trying to figure out what criteria they use to select their individual holdings and how they design their sector allocations. Can you help me understand this a little better?

Thanks for your help...much appreciated...Steve

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Read Answer Asked by Stephen on February 02, 2023

• Wallbridge Mining Company Limited (WM $0.06)
  • $0.06 Cap: $76M
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Q: When is Wallbridge going to mine its first gold? Do you still think that it's a sell or has there been any news since your last update?
Thank you.

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Read Answer Asked by james on February 02, 2023

Q: Hi 5i,
What do you know about this US stock - 374 Water Inc .
Thanks for all the good information.
Connie

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Read Answer Asked by Constance on February 02, 2023

• Hamilton Canadian Bank Mean Reversion Index ETF (HCA $26.69)
  • $26.69 P/E (TTM): 12.33X Cap: $70M
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Q: I am interested in your thoughts on the Canadian bank mean reversion ETF's. Do you prefer them to the regular bank ETF's? Any recommendations for the ones you like best.

Thanks,
Chuck

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Read Answer Asked by Chuck on February 02, 2023

• Fortis Inc. (FTS $70.23)
  • $70.23 P/E (TTM): 20.78X Cap: $34.50B
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Q: Hello 5i, is Fortis' debt too large, and is their cash flow sufficient to afford their dividends?

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Read Answer Asked by Ron on February 02, 2023