Investment Q&A

• Costco Wholesale Corporation (COST $952.52)
  • $952.52 P/E (TTM): 54.89X Cap: $422.42B
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Q: Hi guys,

Please provide feedback on costco most recent quarter.
Thanks
Jim

Upvote 7

Read Answer Asked by jim on September 30, 2024

• Filo Corp (FIL $32.25)
  • $32.25 Cap: $4.21B
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Q: Good morning,

Could you please help explain the best current course of action with respect to the tender of Filo shares - $33.00 cash or Lundin shares or combination cash and shares? Is it now possible to receive more than $33 a share?

Thank you for your help.

Upvote 2

Read Answer Asked by Brad on September 30, 2024

• Super Micro Computer Inc. (SMCI $56.64)
  • $56.64 P/E (TTM): 32.49X Cap: $33.80B
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Q: Time to sell SMCI?

Upvote 6

Read Answer Asked by sean on September 30, 2024

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.2X Cap: $138.93B
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• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 12.29X Cap: $89.42B
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• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 14.06X Cap: $37.23B
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Q: In the Energy sector, ENB has done quite well over the past 6 months. The opposite has occurred for the producers, such as CNQ and CVE. Is it worth rotating from pipelines like ENB into the producers?

Upvote 7

Read Answer Asked by Mike on September 30, 2024

• Astera Labs Inc. (ALAB $131.10)
  • $131.10 P/E (TTM): 104.37X Cap: $21.62B
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Q: Hi 5i Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.

Upvote 1

Read Answer Asked by BEN on September 30, 2024

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 99.83X Cap: $99.98B
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Q: I am concerned that AI will disrupt traditional software companies including the companies within the CSU family. What are some early signals that would indicate AI is disrupting CSU's traditional businesses and growth prospects?

Thanks.

Upvote 16

Read Answer Asked by Joel on September 30, 2024

• Jacobs Solutions Inc. (J $139.08)
  • $139.08 P/E (TTM): 39.3X Cap: $16.71B
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Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!

Upvote 2

Read Answer Asked by Andrew on September 30, 2024

• Dexterra Group Inc. (DXT $9.55)
  • $9.55 P/E (TTM): 14.67X Cap: $595M
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Q: I liked the concept of Dexterra but it has not performed particularly well. It has a newish board. What is your view?

Upvote 1

Read Answer Asked by Anthony on September 30, 2024

• Imperial Metals Corporation (III $4.00)
  • $4.00 P/E (TTM): 4.15X Cap: $651M
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Q: It's been a while since you commented upon this company. What would be your current view about taking a small position in it despite the limited trading volume?

Upvote 1

Read Answer Asked by Peter on September 30, 2024

• Capstone Copper Corp. (CS $8.17)
  • $8.17 P/E (TTM): 52.04X Cap: $6.22B
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Q: Why have you not done a company report, considering it is a decent weighting of your Growth portfolio. I searched and I could not find one. What triggers you to publish one for any company? Thanks

Upvote 7

Read Answer Asked by Phil on September 30, 2024

• Saputo Inc. (SAP $28.55)
  • $28.55 Cap: $12.11B
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Q: On July 12 in response to a question regarding Co. it was stated EPS consensus calls for at least a 25% increase and that PE of 17 is still below 10 yr. average. With a substantial move lower, which I assume is on no news, can these shares be bought? Also, can you confirm the move down is on no news please? Is the move down possibly due to a move away from defensive staples? Thank you.

Upvote 2

Read Answer Asked by John on September 30, 2024

• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.44X Cap: $173.18B
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• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 57.38X Cap: $4.23T
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• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 34.32X Cap: $174.56B
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• Eli Lilly and Company (LLY $762.33)
  • $762.33 P/E (TTM): 60.22X Cap: $722.48B
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• Berkshire Hathaway Inc. (BRK.B $472.84)
  • $472.84 P/E (TTM): 12.58X Cap: $1.02T
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Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.

Upvote 11

Read Answer Asked by Bruce on September 30, 2024

• TD Investment Savings Account Series F (TDB8158 $10.00)
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Q: Good afternoon,
Which of these two is better to invest my US cash for the next year?
Secondly which is safer?

Thanks,
George

Upvote 3

Read Answer Asked by George on September 30, 2024

• Vanguard Total International Stock (VXUS $68.24)
  • $68.24 P/E (TTM): 0.4X Cap: $88.98B
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• Vanguard Total Stock Market ETF (VTI $305.74)
  • $305.74 P/E (TTM): 52.1X Cap: $461.63B
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• ISHARES TRUST (IUSG $152.63)
  • $152.63 P/E (TTM): 29.54X Cap: $23.61B
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• iShares MSCI Emerging Markets ex China ETF (EMXC $62.54)
  • $62.54 P/E (TTM): 0.13X Cap: $13.47B
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Q: Good morning- for a thirty year old looking to build a US ETF portfolio, which ones would you suggest. He already has a full position in VOO and a smaller one in IWO. Also, can you suggest a couple of international ETF's, say for all Asia ( with and without China) and for Europe, to round out a preponderance of US ETF's.

Thanks

Upvote 3

Read Answer Asked by alex on September 30, 2024

• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 57.38X Cap: $4.23T
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• American Tower Corporation (REIT) (AMT $212.10)
  • $212.10 P/E (TTM): 33.72X Cap: $99.31B
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• Digital Realty Trust Inc. (DLR $172.21)
  • $172.21 P/E (TTM): 166.45X Cap: $57.99B
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• Vertiv Holdings LLC Class A (VRT $141.59)
  • $141.59 P/E (TTM): 84.65X Cap: $54.06B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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• Constellation Energy Corporation (CEG $340.77)
  • $340.77 P/E (TTM): 36.65X Cap: $106.80B
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Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob

Upvote 5

Read Answer Asked by Robert on September 30, 2024

• Amgen Inc. (AMGN $296.88)
  • $296.88 P/E (TTM): 26.9X Cap: $159.63B
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• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.44X Cap: $173.18B
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• Regeneron Pharmaceuticals Inc. (REGN $558.87)
  • $558.87 P/E (TTM): 13.87X Cap: $60.33B
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• AbbVie Inc. (ABBV $195.22)
  • $195.22 P/E (TTM): 80.78X Cap: $344.83B
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• Eli Lilly and Company (LLY $762.33)
  • $762.33 P/E (TTM): 60.22X Cap: $722.48B
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• Novo Nordisk A/S (NVO $48.19)
  • $48.19 P/E (TTM): 13.28X Cap: $363.68B
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Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Upvote 6

Read Answer Asked by Frank on September 30, 2024

• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.44X Cap: $173.18B
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• Abbott Laboratories (ABT $127.29)
  • $127.29 P/E (TTM): 16.39X Cap: $221.54B
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• Danaher Corporation (DHR $197.09)
  • $197.09 P/E (TTM): 41.86X Cap: $141.12B
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• Eli Lilly and Company (LLY $762.33)
  • $762.33 P/E (TTM): 60.22X Cap: $722.48B
  • View LLY Profile
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• Thermo Fisher Scientific Inc (TMO $463.04)
  • $463.04 P/E (TTM): 27.43X Cap: $174.79B
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• UnitedHealth Group Incorporated (DE) (UNH $237.77)
  • $237.77 P/E (TTM): 10.45X Cap: $215.69B
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• Health Care Select Sector SPDR (XLV $131.13)
  • $131.13 P/E (TTM): 65.74X Cap: $32.75B
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• Vanguard Health Care ETF (VHT $242.41)
  • $242.41 P/E (TTM): 62.29X Cap: $14.50B
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Q: My portfolio analytics says to increase health care holdings. For a 3-5 year hold what are your top 3 companies or etfs to have. Not too risky but with growth in mind.
thxs Michele

Upvote 6

Read Answer Asked by Michele on September 30, 2024

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
  • $53.03 Cap: $7B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
  • View BEPC Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 242.0X Cap: $148.46B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 44.88X Cap: $133.06B
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Q: What companies are held in BN and at what percentage for each stock/company (I know Brookfield partners is no longer listed), ie. BEP, BIP, BAM etc.
I know this question has been asked many times but I could not find the answer.
Thanks!

Upvote 8

Read Answer Asked by Grant on September 30, 2024

• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.44X Cap: $173.18B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 34.32X Cap: $174.56B
  • View BKNG Profile
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• AeroVironment Inc. (AVAV $260.07)
  • $260.07 P/E (TTM): 173.12X Cap: $11.88B
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• Crocs Inc. (CROX $97.13)
  • $97.13 P/E (TTM): 6.11X Cap: $5.44B
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• AAON Inc. (AAON $81.65)
  • $81.65 P/E (TTM): 43.72X Cap: $6.56B
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• CECO Environmental Corp. (CECO $45.13)
  • $45.13 P/E (TTM): 31.22X Cap: $1.59B
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• Eagle Materials Inc (EXP $220.44)
  • $220.44 P/E (TTM): 16.3X Cap: $7.15B
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• Aspen Aerogels Inc. (ASPN $7.60)
  • $7.60 Cap: $624M
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• Comfort Systems USA Inc. (FIX $695.30)
  • $695.30 P/E (TTM): 36.14X Cap: $24.53B
  • View FIX Profile
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• SPS Commerce Inc. (SPSC $103.88)
  • $103.88 P/E (TTM): 50.87X Cap: $3.93B
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• Tetra Tech Inc. (TTEK $35.88)
  • $35.88 P/E (TTM): 53.25X Cap: $9.45B
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• Interactive Brokers Group Inc. (IBKR $63.61)
  • $63.61 P/E (TTM): 36.2X Cap: $107.52B
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• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.28B
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• TransMedics Group Inc. (TMDX $120.55)
  • $120.55 P/E (TTM): 86.71X Cap: $4.10B
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• AppFolio Inc. (APPF $319.15)
  • $319.15 P/E (TTM): 49.88X Cap: $11.44B
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Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Upvote 25

Read Answer Asked by Nick on September 30, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
  • $28.08 Cap: $8.18B
  • View XBB Profile
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Q: Why is the price of XBB going down now, since interest rates have come down?

Upvote 2

Read Answer Asked by Ron on September 30, 2024