Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• StoneCo Ltd. (STNE $12.64)
  • $12.64 Cap: $3.46B
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• PagSeguro Digital Ltd. Class A (PAGS $7.93)
  • $7.93 Cap: $2.60B
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Q: How would you rank these in terms of their a) upward mobility
B) risk of bankruptcy/price decline
Thanks! Happy New Year
David

Upvote 4

Read Answer Asked by David on December 29, 2023

• Alcoa Corporation (AA $28.90)
  • $28.90 P/E (TTM): 7.59X Cap: $7.53B
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• Rio Tinto Plc (RIO $59.86)
  • $59.86 P/E (TTM): 8.44X Cap: $75.24B
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• Valmont Industries Inc. (VMI $362.43)
  • $362.43 P/E (TTM): 20.86X Cap: $7.30B
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• Reliance Inc. (RS $285.47)
  • $285.47 P/E (TTM): 20.14X Cap: $14.97B
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Q: Peter; I’ve gone over your previous answers on AA and obviously it’s not your fav- but I’m just looking at the 5 year chart and see it maybe bottomed- 5 year high up in the $90’s - won’t it participate with a declining USD ? Your thoughts please. Just a small flyer .

Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on December 29, 2023

• North American Construction Group Ltd. (NOA $20.32)
  • $20.32 P/E (TTM): 15.85X Cap: $573M
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Q: Can you provide an updated outlook for this name.Also do you know the percentage os shares held by insiders.What do you think of its current valuation?

Upvote 1

Read Answer Asked by Kim on December 29, 2023

• Yangarra Resources Ltd. (YGR $1.03)
  • $1.03 P/E (TTM): 4.73X Cap: $104M
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• Saturn Oil & Gas Inc. (SOIL $2.53)
  • $2.53 P/E (TTM): 3.0X Cap: $514M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.00)
  • $5.00 Cap: $1.39B
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• Quipt Home Medical Corp. (QIPT $3.15)
  • $3.15 Cap: $139M
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Q: What are pros/cons of each of these, any multi-bagger here? Please take as many credits as necessary. I plan to make a purchase or two soon.

Upvote 2

Read Answer Asked by Chris on December 29, 2023

• Philip Morris International Inc (PM $164.85)
  • $164.85 P/E (TTM): 30.92X Cap: $253.70B
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• TMX Group Limited (X $56.72)
  • $56.72 P/E (TTM): 34.68X Cap: $15.52B
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• Toromont Industries Ltd. (TIH $141.58)
  • $141.58 P/E (TTM): 23.73X Cap: $11.42B
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• Thomson Reuters Corporation (TRI $276.87)
  • $276.87 P/E (TTM): 42.38X Cap: $124.98B
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• Brookfield Asset Management Inc Class A Limited (BAM $60.47)
  • $60.47 P/E (TTM): 43.34X Cap: $98.89B
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Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?

thank you
Happy new years!

Upvote 10

Read Answer Asked by Fernando on December 29, 2023

• Bank of Montreal ZC SP ETN REDEEM 08/01/2038 USD 50 (FNGS $64.80)
  • $64.80 Cap: $481M
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Q: Please help me understand what are Exchange Traded Notes? Is it OK to invest in this ETN for 3 to 5 years?

Thanks,

Upvote 6

Read Answer Asked by vipin on December 29, 2023

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $230.55)
  • $230.55 P/E (TTM): 30.78X Cap: $1.23T
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• VanEck Vectors Semiconductor ETF (SMH $285.21)
  • $285.21 P/E (TTM): 70.32X Cap: $26.89B
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Q: Is it true that all semis essentially come from Taiwan (almost as dumb as nearly all North American oil refinery is done in Texas))?

If so, what will happen to SMH ETF after China takes over Taiwan?

Seasons Greetings and thanks for this super duper service.

Upvote 1

Read Answer Asked by Danny-boy on December 29, 2023

• ON Semiconductor Corporation (ON $47.18)
  • $47.18 P/E (TTM): 39.46X Cap: $20.04B
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Q: What is your opinion of ON semiconductor after its recent price drop. Is a screaming buy at these price levels. Thanks for your expertise.

Upvote 2

Read Answer Asked by Ian on December 29, 2023

• Moderna Inc. (MRNA $27.54)
  • $27.54 Cap: $10.68B
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• BioNTech SE (BNTX $110.25)
  • $110.25 Cap: $26.40B
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Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis

Upvote 2

Read Answer Asked by Ian on December 29, 2023

• Microsoft Corporation (MSFT $532.12)
  • $532.12 P/E (TTM): 40.53X Cap: $3.98T
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Q: In your opinion is Microsoft over valued at its current PE based on future growth projections. Would it be a buy now. Thanks as always.

Upvote 14

Read Answer Asked by Ian on December 29, 2023

• Toronto-Dominion Bank (The) (TD $100.34)
  • $100.34 P/E (TTM): 10.24X Cap: $172.40B
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Q: It seems like everyone is positive on TD's future prospects. Yet no one mentions the potential monetary fines that could be levied against TD associated with money laundering. Why is that? Everyone appears to be very complacent about the probe over anti-money laundering. If the fines were substantial, could TD shares not take a hit? Your comments would be appreciated.

Upvote 8

Read Answer Asked by John on December 28, 2023

• Sociedad Quimica y Minera S.A. (SQM $35.85)
  • $35.85 P/E (TTM): 14.92X Cap: $10.39B
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Q: What is your take on the MOU between SQM and Codelco announced today.
This past April Chile announced it was shifting to a "state model" pertaining to minerals.
Is it time to sell SQM or hang tight.

Thank you

Upvote 1

Read Answer Asked by JACK on December 28, 2023

• Energy Fuels Inc. (EFR $13.29)
  • $13.29 Cap: $2.57B
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Q: your view on major news tonight
MOU with australia.
thanks

Upvote 2

Read Answer Asked by howard on December 28, 2023

• iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW $25.22)
  • $25.22 P/E (TTM): 238.67X Cap: $255M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $13.16)
  • $13.16 Cap: $190M
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• iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW $22.78)
  • $22.78 Cap: $1.19B
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• iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW $30.07)
  • $30.07 Cap: $234M
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Q: Please recommend about four to five covered call bond ETFs & is now a good time to invest in covered call bond ETFs. Thanks ... Cal

Upvote 9

Read Answer Asked by cal on December 28, 2023

• TerraVest Industries Inc. (TVK $161.20)
  • $161.20 P/E (TTM): 41.76X Cap: $3.25B
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Q: Hello 5i,

It seems as though in the last couple of months Tvk has caught your eye. What made you chang/decide to really start endorsing TVK (other than stock performance)?

Can you please provide your insight on Tvk’s business model, valuation, growth and future prospects.

Upvote 18

Read Answer Asked by James on December 28, 2023

• Birchcliff Energy Ltd. (BIR $6.57)
  • $6.57 P/E (TTM): 13.28X Cap: $1.80B
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Q: Pays big Dividend and price continues down. Should we bail or will someone buy them out and save us. Down about 40%.

Upvote 4

Read Answer Asked by Burke on December 28, 2023

• Hudbay Minerals Inc. (HBM $12.58)
  • $12.58 P/E (TTM): 24.04X Cap: $4.94B
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• Ivanhoe Mines Ltd. (IVN $11.03)
  • $11.03 P/E (TTM): 24.3X Cap: $14.39B
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Q: When do these companies report and what do you expect their earnings to show...Also can you please give us your price targets for a 3yr period?...

Upvote 1

Read Answer Asked by adam on December 28, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.02)
  • $39.02 P/E (TTM): 26.56X Cap: $10.52B
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• Capital Power Corporation (CPX $56.47)
  • $56.47 P/E (TTM): 12.1X Cap: $7.87B
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Q: Which would you prefer any why?

Upvote 2

Read Answer Asked by Scott on December 28, 2023

• TFI International Inc. (TFII $121.06)
  • $121.06 P/E (TTM): 19.83X Cap: $9.85B
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• Old Dominion Freight Line Inc. (ODFL $145.10)
  • $145.10 P/E (TTM): 26.61X Cap: $30.95B
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• Saia Inc. (SAIA $296.23)
  • $296.23 P/E (TTM): 27.06X Cap: $8.01B
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Q: Nice acquisition today by TFII and a good move in the stock. TFII seems to have perfected the art of the acquisition and integrating into operations. I believe TFII is the largest trucking company in Canada. How do they rate compared to US firms? Is there a possibility that TFII might be in the sights of a big US firm? Could they be on the receiving end of takeover bid?

Upvote 7

Read Answer Asked on December 28, 2023

• AutoZone Inc. (AZO $4,004.03)
  • $4,004.03 P/E (TTM): 25.88X Cap: $66.37B
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• Ulta Beauty Inc. (ULTA $510.82)
  • $510.82 P/E (TTM): 19.86X Cap: $23.14B
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• Crocs Inc. (CROX $99.98)
  • $99.98 P/E (TTM): 5.95X Cap: $5.62B
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• Interactive Brokers Group Inc. (IBKR $63.56)
  • $63.56 P/E (TTM): 35.12X Cap: $109.70B
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• Celsius Holdings Inc. (CELH $44.51)
  • $44.51 P/E (TTM): 135.52X Cap: $11.64B
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Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.

Enjoy the Holidays,

Jacques IDS

Upvote 20

Read Answer Asked by Jacques on December 28, 2023