Investment Q&A

• Intuitive Surgical Inc. (ISRG $450.18)
  • $450.18 P/E (TTM): 57.44X Cap: $160.72B
  • View ISRG Profile
  • View Questions on ISRG
• Eli Lilly and Company (LLY $920.73)
  • $920.73 P/E (TTM): 40.77X Cap: $875.90B
  • View LLY Profile
  • View Questions on LLY
• UnitedHealth Group Incorporated (DE) (UNH $306.09)
  • $306.09 P/E (TTM): 20.96X Cap: $255.38B
  • View UNH Profile
  • View Questions on UNH
• Novo Nordisk A/S (NVO $36.46)
  • $36.46 P/E (TTM): 10.4X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: What are presently your Top picks in Healthcare; in either CAD or USD. Thanks.

Upvote 10

Read Answer Asked by Gerry on November 08, 2024

• Apple Inc. (AAPL $247.77)
  • $247.77 P/E (TTM): 32.39X Cap: $3.80T
  • View AAPL Profile
  • View Questions on AAPL
• Intuitive Surgical Inc. (ISRG $450.18)
  • $450.18 P/E (TTM): 57.44X Cap: $160.72B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $174.86)
  • $174.86 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $173.25)
  • $173.25 P/E (TTM): 25.25X Cap: $139.51B
  • View BKNG Profile
  • View Questions on BKNG
• Toromont Industries Ltd. (TIH $199.94)
  • $199.94 P/E (TTM): 32.23X Cap: $15.90B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Alimentation Couche-Tard Inc. (ATD $78.02)
  • $78.02 P/E (TTM): 20.93X Cap: $72.90B
  • View ATD Profile
  • View Questions on ATD
• TerraVest Industries Inc. (TVK $127.26)
  • $127.26 Cap: $2.79B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Novo Nordisk A/S (NVO $36.46)
  • $36.46 P/E (TTM): 10.4X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• S&P Global Inc. (SPGI $430.16)
  • $430.16 P/E (TTM): 29.43X Cap: $131.59B
  • View SPGI Profile
  • View Questions on SPGI
• MSCI Inc. (MSCI $547.13)
  • $547.13 P/E (TTM): 34.72X Cap: $39.97B
  • View MSCI Profile
  • View Questions on MSCI
• Boyd Group Services Inc. (BYD $170.46)
  • $170.46 P/E (TTM): 153.85X Cap: $4.82B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Brookfield Corporation Class A Limited Voting Shares (BN $56.22)
  • $56.22 P/E (TTM): 77.51X Cap: $126.88B
  • View BN Profile
  • View Questions on BN

Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Upvote 20

Read Answer Asked by Frank on November 08, 2024

• TELUS Corporation (T $17.61)
  • $17.61 P/E (TTM): 24.89X Cap: $27.94B
  • View T Profile
  • View Questions on T

Q: Hi 5i, thoughts on quarterly release pls and thx. Numbers look OK, and their capx seems to be decreasing. Is due to them nearing completion of 5g build out? If so this company should turn into a cash flow machine to pay down debt and other shareholder friendly moves.

Upvote 7

Read Answer Asked by Christopher on November 08, 2024

• Alphabet Inc. (GOOG $298.50)
  • $298.50 P/E (TTM): 27.24X Cap: $3.62T
  • View GOOG Profile
  • View Questions on GOOG

Q: What sector does GOOG belong to?

According to nasdaq.com it is Technology.
According to finance.yahoo.com it is Communication Services.

I remember a few years ago it was supposed to be reclassified from Technology to Communication Services, but NASDAQ, which is where it is listed says it is Technology.

Upvote 4

Read Answer Asked by Paul on November 08, 2024

• Intuitive Surgical Inc. (ISRG $450.18)
  • $450.18 P/E (TTM): 57.44X Cap: $160.72B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $174.86)
  • $174.86 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $173.25)
  • $173.25 P/E (TTM): 25.25X Cap: $139.51B
  • View BKNG Profile
  • View Questions on BKNG
• United Rentals Inc. (URI $725.72)
  • $725.72 P/E (TTM): 18.96X Cap: $46.31B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $383.01)
  • $383.01 P/E (TTM): 273.38X Cap: $33.20B
  • View AXON Profile
  • View Questions on AXON
• Eagle Materials Inc (EXP $183.83)
  • $183.83 P/E (TTM): 14.23X Cap: $5.83B
  • View EXP Profile
  • View Questions on EXP
• Propel Holdings Inc. (PRL $18.20)
  • $18.20 P/E (TTM): 9.54X Cap: $717M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Catalyst Pharmaceuticals Inc. (CPRX $24.97)
  • $24.97 P/E (TTM): 14.61X Cap: $3.05B
  • View CPRX Profile
  • View Questions on CPRX

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Upvote 12

Read Answer Asked by Marty on November 08, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hello
Incredible move upwards since yesterday. Am up a lot since purchase-thanks to 5i. Priced with bitcoin moves and wondering about getting shook out with this big move. Do you foresee still higher prices and increasing forward momentum?
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on November 08, 2024

• goeasy Ltd. (GSY $33.52)
  • $33.52 P/E (TTM): 2.54X Cap: $563M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Please comment on earnings; thanks

Upvote 15

Read Answer Asked by Aaron on November 08, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi, This is related to Taxation. I sell BCE in personal cash account, book loss against gains in the same cash account and then buy BCE under wife cash account. Will i be able to book loss under personal cash account? Thanks

Upvote 4

Read Answer Asked by S on November 08, 2024

• Descartes Systems Group Inc. (The) (DSG $96.98)
  • $96.98 P/E (TTM): 43.28X Cap: $8.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TerraVest Industries Inc. (TVK $127.26)
  • $127.26 Cap: $2.79B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Both these stocks are doing very well. TVK appears cheaper. Do you think this is a good time to buy and which one would you prefer today?

Upvote 8

Read Answer Asked by Ken on November 08, 2024

• Alphabet Inc. (GOOG $298.50)
  • $298.50 P/E (TTM): 27.24X Cap: $3.62T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $450.18)
  • $450.18 P/E (TTM): 57.44X Cap: $160.72B
  • View ISRG Profile
  • View Questions on ISRG

Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks

Upvote 9

Read Answer Asked by peter on November 08, 2024

• Franco-Nevada Corporation (FNV $357.20)
  • $357.20 P/E (TTM): 45.82X Cap: $68.81B
  • View FNV Profile
  • View Questions on FNV

Q: Comments on FNV results please

Upvote 2

Read Answer Asked by Michael on November 08, 2024

• Meta Platforms Inc. (META $566.32)
  • $566.32 P/E (TTM): 24.46X Cap: $1.44T
  • View META Profile
  • View Questions on META
• Pinterest Inc. Class A (PINS $18.23)
  • $18.23 P/E (TTM): 29.8X Cap: $12.13B
  • View PINS Profile
  • View Questions on PINS

Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Airbnb Inc. (ABNB $124.73)
  • $124.73 P/E (TTM): 31.0X Cap: $77.19B
  • View ABNB Profile
  • View Questions on ABNB

Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Costco Wholesale Corporation (COST $1,013.14)
  • $1,013.14 P/E (TTM): 70.53X Cap: $451.88B
  • View COST Profile
  • View Questions on COST
• Axon Enterprise Inc. (AXON $383.01)
  • $383.01 P/E (TTM): 273.38X Cap: $33.20B
  • View AXON Profile
  • View Questions on AXON
• Vertiv Holdings LLC Class A (VRT $255.51)
  • $255.51 P/E (TTM): 76.62X Cap: $98.98B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $147.24)
  • $147.24 P/E (TTM): 235.65X Cap: $353.65B
  • View PLTR Profile
  • View Questions on PLTR

Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Upvote 14

Read Answer Asked by Nick on November 08, 2024

• Pfizer Inc. (PFE $26.87)
  • $26.87 P/E (TTM): 20.82X Cap: $158.30B
  • View PFE Profile
  • View Questions on PFE
• TELUS Corporation (T $17.61)
  • $17.61 P/E (TTM): 24.89X Cap: $27.94B
  • View T Profile
  • View Questions on T
• Emera Incorporated (EMA $73.78)
  • $73.78 P/E (TTM): 21.19X Cap: $22.14B
  • View EMA Profile
  • View Questions on EMA
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.87)
  • $12.87 P/E (TTM): 35.32X Cap: $3.77B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Buy, sell or hold with a few comments on each
Much appreciated. ram

Upvote 4

Read Answer Asked by Ray on November 08, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.30)
  • $5.30 P/E (TTM): 17.9X Cap: $567M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on November 08, 2024

• Enghouse Systems Limited (ENGH $16.66)
  • $16.66 P/E (TTM): 12.62X Cap: $918M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.

Thanks as always.

Upvote 3

Read Answer Asked by Molly on November 08, 2024

• Palo Alto Networks Inc. (PANW $161.26)
  • $161.26 P/E (TTM): 90.17X Cap: $132.15B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $401.00)
  • $401.00 Cap: $101.09B
  • View CRWD Profile
  • View Questions on CRWD
• Palantir Technologies Inc. (PLTR $147.24)
  • $147.24 P/E (TTM): 235.65X Cap: $353.65B
  • View PLTR Profile
  • View Questions on PLTR

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Upvote 4

Read Answer Asked by Cheryl on November 08, 2024

• Agnico Eagle Mines Limited (AEM $285.91)
  • $285.91 P/E (TTM): 24.05X Cap: $145.47B
  • View AEM Profile
  • View Questions on AEM

Q: Hi Peter…I think AEM has recently reported Q3. How did they do? Do you like their share / warrant purchase of ATX? I believe Lundin has been active nearby. Do you consider Chile to be “investor friendly”? Any comments you have would be appreciated.
Jim

Upvote 3

Read Answer Asked by James on November 08, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $27.84)
  • $27.84 P/E (TTM): 31.38X Cap: $9.93B
  • View XBB Profile
  • View Questions on XBB

Q: Given the expected economic/market conditions over the next 5+ year horizon, if you were to look into your crystal ball, would XBB be a good solid bond fund to hold for one’s safer investments ?

Upvote 2

Read Answer Asked by Robbie on November 08, 2024