Investment Q&A

• Charter Communications Inc. (CHTR $217.87)
  • $217.87 P/E (TTM): 6.03X Cap: $30.80B
  • View CHTR Profile
  • View Questions on CHTR
• Liberty Broadband Corporation Class A Common Stock (LBRDA $50.56)
  • $50.56 Cap: $7.25B
  • View LBRDA Profile
  • View Questions on LBRDA
• Liberty Broadband Corporation (LBRDK $50.76)
  • $50.76 Cap: $7.47B
  • View LBRDK Profile
  • View Questions on LBRDK
• Liberty Global (LBTYA $12.16)
  • View LBTYA Profile
  • View Questions on LBTYA

Q: What are your thoughts of CHTR pre-merger and post merger with liberty global, thanks.

Upvote 1

Read Answer Asked by MG on January 03, 2025

• Freeport-McMoRan Inc. (FCX $57.95)
  • $57.95 P/E (TTM): 37.09X Cap: $81.02B
  • View FCX Profile
  • View Questions on FCX
• Evolve Cryptocurrencies ETF (ETC $14.21)
  • $14.21 Cap: $56M
  • View ETC Profile
  • View Questions on ETC

Q: When you have time ......... copper stocks have been soft of late and I assume this is in response to the EV sector which has been under pressure - yet my understanding is that the grid sorely needs upgrading, which I assume requires new copper lines, while some of the other participants in the electrical sector have done well which suggests a buoyant sector. So I am confused as future demand in particular appears to exceed available supply - and Dr Copper has underperformed the market. What is the outlook for copper?

Upvote 2

Read Answer Asked by Mike on January 03, 2025

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • View QUIS Profile
  • View Questions on QUIS

Q: It’s been bought out. Will there be a higher take out price? Bidding war? Do I just ket the transaction play out in my account? Hold? Sell?

Upvote 1

Read Answer Asked by James on January 03, 2025

• Hudson Pacific Properties Inc. (HPP $6.32)
  • $6.32 Cap: $341M
  • View HPP Profile
  • View Questions on HPP

Q: can you help me understand their profitability health in their leases and years remaining. looks like blackrock is a big owner any red flags

Upvote 2

Read Answer Asked by cliff on January 03, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $115.08)
  • $115.08 Cap: $12.81B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Why the big bounce today??

Upvote 3

Read Answer Asked by terry on January 03, 2025

Q: ETF investing is new to me. I have invested a bit of monies with Harvest etf in the last couple of months. Could I have your opinion on Harvest please. Are some of their funds better than others? Are their leveraged funds really risky. Do you like a better company and if so why?
Just renewed membership. It is getting too many to count. Thanks for your advice Ken

Upvote 4

Read Answer Asked by Ken on January 03, 2025

• Novo Nordisk A/S (NVO $38.56)
  • $38.56 P/E (TTM): 10.67X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• Vanguard FTSE Developed Markets ETF (VEA $65.17)
  • $65.17 P/E (TTM): 18.15X Cap: $188.90B
  • View VEA Profile
  • View Questions on VEA
• ASML Holding N.V. (ASML $1,375.53)
  • $1,375.53 P/E (TTM): 60.6X Cap: $518.65B
  • View ASML Profile
  • View Questions on ASML
• iShares MSCI Intl Quality Factor ETF (IQLT $46.77)
  • $46.77 P/E (TTM): 30.44X Cap: $11.91B
  • View IQLT Profile
  • View Questions on IQLT

Q: I've owned IQLT for a few years now. I've noticed that the VEA top holdings are quite similar to IQLT, but at a significantly reduced MER. Is it really worth paying that much more to continue to hold IQLT? Maybe you have better insight on the differences between the two than I do (?)

Upvote 2

Read Answer Asked by James on January 03, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.62)
  • $98.62 P/E (TTM): 13.18X Cap: $21.11B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Restaurant Brands International Inc. (QSR $102.04)
  • $102.04 P/E (TTM): 31.05X Cap: $45.72B
  • View QSR Profile
  • View Questions on QSR
• Domino's Pizza Inc (DPZ $392.23)
  • $392.23 P/E (TTM): 22.79X Cap: $13.50B
  • View DPZ Profile
  • View Questions on DPZ
• Medpace Holdings Inc. (MEDP $453.44)
  • $453.44 P/E (TTM): 29.44X Cap: $12.78B
  • View MEDP Profile
  • View Questions on MEDP
• Topicus.com Inc. (TOI $97.61)
  • $97.61 P/E (TTM): 310.55X Cap: $12.85B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I'm asking for 5i's opinion on your current (5) best asset-light company ideas - Canadian and / or American - that have:

- financial stability

- strong competitive position today and into the future

- in a sector that is not threatened by disruption

- attractive valuation at today's prices

Hopefully not a lot to ask. Thanks for your service.

Upvote 24

Read Answer Asked by James on January 03, 2025

• Chevron Corporation (CVX $196.83)
  • $196.83 P/E (TTM): 29.69X Cap: $392.73B
  • View CVX Profile
  • View Questions on CVX
• L Brands Inc. (LB)
  • P/E (TTM): 16.0X Cap: $21.04B
  • View LB Profile
  • View Questions on LB
• Marathon Petroleum Corporation (MPC $229.23)
  • $229.23 P/E (TTM): 17.11X Cap: $66.76B
  • View MPC Profile
  • View Questions on MPC
• Occidental Petroleum Corporation (OXY $57.29)
  • $57.29 P/E (TTM): 35.95X Cap: $57.08B
  • View OXY Profile
  • View Questions on OXY
• Texas Pacific Land Corporation (TPL $527.21)
  • $527.21 P/E (TTM): 76.13X Cap: $36.61B
  • View TPL Profile
  • View Questions on TPL

Q: What are your 3 best picks for near term growth of US oil and gas E&P for both large cap and mid cap stocks ?

Upvote 2

Read Answer Asked by Terry on January 03, 2025

• Paychex Inc. (PAYX $93.17)
  • $93.17 P/E (TTM): 20.95X Cap: $33.24B
  • View PAYX Profile
  • View Questions on PAYX
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.62)
  • $98.62 P/E (TTM): 13.18X Cap: $21.11B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Restaurant Brands International Inc. (QSR $102.04)
  • $102.04 P/E (TTM): 31.05X Cap: $45.72B
  • View QSR Profile
  • View Questions on QSR
• Domino's Pizza Inc (DPZ $392.23)
  • $392.23 P/E (TTM): 22.79X Cap: $13.50B
  • View DPZ Profile
  • View Questions on DPZ
• Medpace Holdings Inc. (MEDP $453.44)
  • $453.44 P/E (TTM): 29.44X Cap: $12.78B
  • View MEDP Profile
  • View Questions on MEDP
• Topicus.com Inc. (TOI $97.61)
  • $97.61 P/E (TTM): 310.55X Cap: $12.85B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Operating metrics (FCF, ROE, margins, etc.) for PAYX seem quite strong - it seems to be an asset-light business, dividend grower and compounder. However, it's at the same price as 3 years ago and has been underperforming the S&P for the same period. Am I missing something? What are your thoughts for PAYX and is it worthwhile for initiating a position at some level you would suggest?

Upvote 4

Read Answer Asked by Michael on January 03, 2025

• Constellation Software Inc. (CSU $2,562.20)
  • $2,562.20 P/E (TTM): 76.65X Cap: $53.48B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $98.62)
  • $98.62 P/E (TTM): 43.29X Cap: $8.56B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Tamarack Valley Energy Ltd. (TVE $10.63)
  • $10.63 Cap: $5.19B
  • View TVE Profile
  • View Questions on TVE
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.78)
  • $182.78 P/E (TTM): 27.13X Cap: $2.18B
  • View HPS.A Profile
  • View Questions on HPS.A
• Vitalhub Corp. (VHI $7.81)
  • $7.81 P/E (TTM): 151.96X Cap: $489M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $4.19)
  • $4.19 Cap: $1.03B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• CrowdStrike Holdings Inc. (CRWD $423.90)
  • $423.90 Cap: $112.04B
  • View CRWD Profile
  • View Questions on CRWD
• Cellebrite DI Ltd. (CLBT $14.42)
  • $14.42 Cap: $3.60B
  • View CLBT Profile
  • View Questions on CLBT
• Propel Holdings Inc. (PRL $18.39)
  • $18.39 P/E (TTM): 9.11X Cap: $692M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $24.70)
  • $24.70 P/E (TTM): 97.04X Cap: $6.43B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,

Upvote 38

Read Answer Asked by Allen on January 03, 2025

• Biorem Inc. (BRM $2.50)
  • $2.50 P/E (TTM): 22.55X Cap: $39M
  • View BRM Profile
  • View Questions on BRM

Q: what do you think about the potential of this company and do you know why the big price drop today?

Upvote 2

Read Answer Asked by Gary on January 03, 2025

• DraftKings Inc. (DKNG $24.91)
  • $24.91 Cap: $12.75B
  • View DKNG Profile
  • View Questions on DKNG
• Flutter Entertainment Plc (FLUT $108.35)
  • $108.35 Cap: $19.11B
  • View FLUT Profile
  • View Questions on FLUT

Q: Considering to initiate a position into Draftking. Which one do you prefer between it and Flutter and why?

Happy mew year to all the team and others members!

Upvote 3

Read Answer Asked by Francois on January 03, 2025

• NVIDIA Corporation (NVDA $183.23)
  • $183.23 P/E (TTM): 36.79X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,298.22)
  • $4,298.22 P/E (TTM): 25.53X Cap: $134.33B
  • View BKNG Profile
  • View Questions on BKNG
• Dollarama Inc. (DOL $198.18)
  • $198.18 P/E (TTM): 41.35X Cap: $53.31B
  • View DOL Profile
  • View Questions on DOL
• Brookfield Renewable Partners L.P. (BEP.UN $41.90)
  • $41.90 Cap: $28.20B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.18)
  • $173.18 P/E (TTM): 133.46X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Constellation Energy Corporation (CEG $305.30)
  • $305.30 P/E (TTM): 40.78X Cap: $109.23B
  • View CEG Profile
  • View Questions on CEG

Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Upvote 32

Read Answer Asked by Marty on January 03, 2025

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • View QUIS Profile
  • View Questions on QUIS

Q: Another company agrees to a low sellout price .Owners only one gets rich on this sale

Upvote 5

Read Answer Asked by Don on January 03, 2025

• Novo Nordisk A/S (NVO $38.56)
  • $38.56 P/E (TTM): 10.67X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Hi Folks

I believe Novo Nordisk is Danish. If I was to buy Novo Nordisk on the US exchange (NONOF:OTC PINKl what kind of withholding tax should I expect on the dividend. And should I hold it in the RRSP to avoid this tax?

Thanks

Stuart

Upvote 4

Read Answer Asked by Stuart on January 03, 2025

• Lumine Group Inc. (LMN $24.70)
  • $24.70 P/E (TTM): 97.04X Cap: $6.43B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: If the market spooks with the news of the sudden CEO leave of absence would you be a buyer and at what price?
Thks

Upvote 16

Read Answer Asked by Robert on January 03, 2025

• iShares Russell 2000 Growth ETF (IWO $318.80)
  • $318.80 P/E (TTM): 22.36X Cap: $12.30B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $100.50)
  • $100.50 P/E (TTM): 25.46X Cap: $20.64B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 P/E (TTM): 31.38X Cap: $9.88B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.64)
  • $52.64 P/E (TTM): 18.19X Cap: $25.52B
  • View XIC Profile
  • View Questions on XIC
• Vanguard Dividend Appreciation FTF (VIG $219.21)
  • $219.21 P/E (TTM): 24.38X Cap: $100.13B
  • View VIG Profile
  • View Questions on VIG
• Vanguard Balanced ETF Portfolio (VBAL $37.09)
  • $37.09 P/E (TTM): 6.89X Cap: $4.79B
  • View VBAL Profile
  • View Questions on VBAL

Q: My wife has some money should would like to invest in eft. Which ones would you recommend.

Upvote 7

Read Answer Asked by Mike on January 03, 2025

• Ondas Inc (ONDS $10.55)
  • $10.55 Cap: $4.57B
  • View ONDS Profile
  • View Questions on ONDS

Q: Came across this small US company who's subsidiary Airobotics has been awarded a new deal from an undisclosed semiconductor company to leverage their fleet of drones for aerial security purposes.
Could you please give me any information on this info if possible and would you provide any analysis you have on this company?
Thank as always
Gary

Upvote 1

Read Answer Asked by Gary on January 03, 2025

• Intermap Technologies Corporation (IMP $1.42)
  • $1.42 Cap: $102M
  • View IMP Profile
  • View Questions on IMP
• Medicenna Therapeutics Corp. (MDNA $0.75)
  • $0.75 Cap: $71M
  • View MDNA Profile
  • View Questions on MDNA
• Perpetua Resources Corp. (PPTA $42.60)
  • $42.60 Cap: $4.97B
  • View PPTA Profile
  • View Questions on PPTA
• Anaergia Inc. (ANRG $2.31)
  • $2.31 Cap: $384M
  • View ANRG Profile
  • View Questions on ANRG

Q: Big speculative winners this year. Any merit for continuation in 2025? Thanks...

Upvote 1

Read Answer Asked by Bruce on January 03, 2025