Investment Q&A

• Zoetis Inc. Class A (ZTS $143.60)
  • $143.60 P/E (TTM): 24.77X Cap: $63.64B
  • View ZTS Profile
  • View Questions on ZTS

Q: Good morning,

Can you shed some light on Zoetis' decline this am?

Thank you.

Upvote 2

Read Answer Asked by Brad on April 13, 2024

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi all...any idea where things stand with the class action against maxar?

Upvote 1

Read Answer Asked by dan on April 13, 2024

• Murphy Oil Corporation (MUR $28.11)
  • $28.11 P/E (TTM): 14.4X Cap: $4.01B
  • View MUR Profile
  • View Questions on MUR
• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.41X Cap: $66.50B
  • View ATD Profile
  • View Questions on ATD
• Caseys General Stores Inc. (CASY $517.97)
  • $517.97 P/E (TTM): 33.92X Cap: $19.27B
  • View CASY Profile
  • View Questions on CASY
• Murphy USA Inc. (MUSA $363.46)
  • $363.46 P/E (TTM): 16.26X Cap: $7.60B
  • View MUSA Profile
  • View Questions on MUSA

Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Upvote 3

Read Answer Asked by David on April 13, 2024

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palo Alto Networks Inc. (PANW $218.27)
  • $218.27 P/E (TTM): 135.3X Cap: $146B
  • View PANW Profile
  • View Questions on PANW
• DocuSign Inc. (DOCU $71.61)
  • $71.61 P/E (TTM): 51.86X Cap: $14.40B
  • View DOCU Profile
  • View Questions on DOCU
• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
  • View Questions on CRWD
• UiPath Inc. Class A (PATH $15.87)
  • $15.87 P/E (TTM): 540.33X Cap: $8.60B
  • View PATH Profile
  • View Questions on PATH

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $14.86)
  • $14.86 Cap: $254M
  • View ENS Profile
  • View Questions on ENS

Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.97X Cap: $67.40B
  • View SU Profile
  • View Questions on SU
• Brookfield Infrastructure Corporation (BIPC $43.45)
  • $43.45 Cap: $5.75B
  • View BIPC Profile
  • View Questions on BIPC

Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 33.55X Cap: $64.51B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $218.27)
  • $218.27 P/E (TTM): 135.3X Cap: $146B
  • View PANW Profile
  • View Questions on PANW
• Rapid7 Inc. (RPD $18.24)
  • $18.24 P/E (TTM): 43.52X Cap: $1.18B
  • View RPD Profile
  • View Questions on RPD
• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
  • View Questions on CRWD
• Roblox Corporation Class A (RBLX $113.00)
  • $113.00 Cap: $92.71B
  • View RBLX Profile
  • View Questions on RBLX

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $376.47)
  • $376.47 P/E (TTM): 98.46X Cap: $1.77T
  • View AVGO Profile
  • View Questions on AVGO
• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 152.62X Cap: $413.56B
  • View AMD Profile
  • View Questions on AMD
• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 95.34X Cap: $73.98B
  • View VRT Profile
  • View Questions on VRT

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $2.11)
  • $2.11 P/E (TTM): 6.81X Cap: $200M
  • View HME Profile
  • View Questions on HME
• International Petroleum Corporation (IPCO $21.82)
  • $21.82 P/E (TTM): 36.26X Cap: $2.47B
  • View IPCO Profile
  • View Questions on IPCO

Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
  • View BN Profile
  • View Questions on BN

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $6.80)
  • $6.80 P/E (TTM): 394.12X Cap: $715M
  • View ZDC Profile
  • View Questions on ZDC

Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024

• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.82X Cap: $20.29B
  • View EMA Profile
  • View Questions on EMA
• ATCO Ltd. Class I Non-voting Shares (ACO.X $52.63)
  • $52.63 P/E (TTM): 13.41X Cap: $5.91B
  • View ACO.X Profile
  • View Questions on ACO.X
• Capital Power Corporation (CPX $70.21)
  • $70.21 P/E (TTM): 22.08X Cap: $10.92B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1139.26X Cap: $21.93B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.61X Cap: $31.05B
  • View H Profile
  • View Questions on H

Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Upvote 8

Read Answer Asked by Delbert on April 12, 2024

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Upvote 7

Read Answer Asked by Clayton on April 12, 2024

• Invesco CurrencyShares Swiss Franc Trust (FXF $110.31)
  • $110.31 Cap: $395M
  • View FXF Profile
  • View Questions on FXF
• Invesco CurrencyShares Japanese Yen Trust (FXY $59.69)
  • $59.69 P/E (TTM): 8.43X Cap: $504M
  • View FXY Profile
  • View Questions on FXY

Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks

Upvote 1

Read Answer Asked by Deborah on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Associated Capital Group Inc. (AC)
  • P/E (TTM): 17.18X Cap: $652M
  • View AC Profile
  • View Questions on AC

Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Upvote 3

Read Answer Asked by jim on April 12, 2024

• Badger Meter Inc. (BMI $181.13)
  • $181.13 P/E (TTM): 40.31X Cap: $5.39B
  • View BMI Profile
  • View Questions on BMI

Q: Your analysis please on Badger Meter! Thanks!

Upvote 1

Read Answer Asked by Adam on April 12, 2024

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello 5i Team,

What are your top 5 growth-oriented stocks for a TFSA currently?

Thank you

Upvote 48

Read Answer Asked by Liam on April 12, 2024