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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.

I am trying to understand the metrics to better value a company.

The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?

Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.

Read Answer Asked by Kevin on February 09, 2024
Q: I have some cash to deploy but am feeling that everything is too expensive amidst the current euphoria.

Do you think it is worth sitting on cash, at least for a while, to see if things settle?

On the other hand, can you recommend 3-5 stocks in Canada and US that are at a good current price.

Also, and please take more points, can you name your top 2 sectors in each country.
Read Answer Asked by Kevin on February 09, 2024
Q: Thanks to Earl for his recent note on how to go about selling PDYPF shares (?) through BMO InvestorLine.

However I'm still confused as to what the Flutter Entertainment transaction is actually all about.

Is the Fan Duel listing a spin out from Flutter and a completely separate listing? Ie, is this a choice between owning Flutter shares or Fan Duel shares on the NYSE?

Is it a choice between what exchanges you want to hold your shares on, NYSE or London?

If the Fan Duel listing is a spin out, do PDYPF share holders get some Flutter shares and some Fan Duel shares?

Finally, if it's a choice between one or the other, which one do you favour, Flutter or Fan Duel?

Thanks,
Pete
Read Answer Asked by Peter on February 08, 2024
Q: My 22 year old son received a $100,000 gift from his grandfather on his birthday. His TFSA and FHSA are fully funded so this money will go to funding his first unregistered account. The S&P 500 has shown an average annual return in excess of 13% over the past 15 years and over 20% in 2023. As such, it is tempting to just put the full amount in an S&P ETF, but having come off a 20% year gives one pause. What is your recommendation in this case?
Read Answer Asked by John on February 08, 2024
Q: When 5i answers a question like this are the 3 top picks listed in priority order?
Or should thee answer be simply interpreted as “ endorsements” if one is looking for stocks to buy now ?

Thanks
Read Answer Asked by Donald on February 08, 2024
Q: Hi Group what's going on with FFH this am. Is it a buy sell or hold is it a good time to add more as i already own it. Also what's you top 3 picks in (stocks or ETFs /US or Cad ) Financials / Health care /Industrials /Tech / Consumer Disc...Thanks for your help it is much appreciated
Read Answer Asked by Terence on February 08, 2024
Q: Hello 5i
Do you have any recent information or feelings about Novavax. I don't know if they have other exciting things in their vaccine pipeline or if they just missed the boat? Fortunately I'm "asking for a friend" looking at the chart NVAX has made money disappear for 3 years at an extraordinary pace.
Thanks as always! You have been a great resource !
Richard
Read Answer Asked by Richard on February 08, 2024
Q: Would you be able to provide me with suggested EFT equivalent (or similar) to these Mutual Funds?
Thanks
Read Answer Asked by Raymond on February 08, 2024
Q: It appears that Devon Energy has expressed an interest in purchasing ERF. Could you look at potential synergies for this deal and provide any additional views (eg. any other potential suitors?).

Many thanks.
Read Answer Asked by karl on February 08, 2024
Q: Thoughts about the earning release? Also, can you provide the % of short positions there are? I recall a lot of discussion in various investing forums about the demise of the mouse over the past 6 months, but things seem to be turning around. Do you think this is just a bounce or is this a good long term investment?
Read Answer Asked by Mike on February 08, 2024
Q: Hi,
You may have seen an article in The Globe about KSS. It linked Stephen Harper chaired Hedge fund with a connection to Carl Ichan's protege and such. It is trading around 26 USD. It apparently rejected an offer of 64$. They wanted 70 $ which didn't materialize. I scanned the Q&A section and I don't see anything recently.

There seems to be a decent risk reward trade here.

What is the downside risk and if not KSS what are your other choices? Do you think KSS will be taken over by Stephen Harper's Hedge fund? Your guess is a lot better than mine!!

Many thanks.
Read Answer Asked by Savalai on February 08, 2024
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