Investment Q&A

• KKR & Co. Inc. (KKR $147.46)
  • $147.46 P/E (TTM): 61.02X Cap: $131.18B
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• BMO International Dividend ETF (ZDI $26.92)
  • $26.92 P/E (TTM): 25.95X Cap: $668M
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• Berkshire Hathaway Inc. (BRK.B $477.31)
  • $477.31 P/E (TTM): 15.93X Cap: $1.01T
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Q: Hi

Presently own ZDI in our RRSP.

I am thinking of replacing ZDI with KKR & BRK.B.

KKR and BRK.B are bigger and are like an ETF without the fees.

Also in the long run I think KKR and BRK.B it will have better growth than ZDI .

We would be giving up a good dividend with ZDI go.

Thank you.

Mike

Upvote 1

Read Answer Asked by Mike on November 21, 2023

• Walgreens Boots Alliance Inc. (WBA $11.89)
  • $11.89 Cap: $10.27B
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Q: Just wondering if your opinion is unchanged. In September you said "At some point it will be so bad it's good". Is it good yet? I could realize the loss now and buy it back next year.

As usual, thanks for your great help.

Upvote 1

Read Answer Asked by Molly on November 21, 2023

• SPDR Blackstone Senior Loan ETF (SRLN $41.45)
  • $41.45 Cap: $6.93B
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Q: I just came across this quote within an Economist article:

“If you can earn 12%, maybe 13%, on a really good day in senior secured bank debt, what else do you want to do in life?” Steve Schwarzman, boss of Blackstone, a private-investment firm, recently asked.

Are there any bank bonds that you could suggest that would fit in this category?

Upvote 5

Read Answer Asked by Andrew on November 21, 2023

• Microsoft Corporation (MSFT $520.58)
  • $520.58 P/E (TTM): 38.25X Cap: $3.93T
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Q: Everyone, MSFT recently hired Sam Altman. What can one person do for a company? Clayton

Upvote 17

Read Answer Asked by Clayton on November 21, 2023

• Preformed Line Products Company (PLPC $176.30)
  • $176.30 P/E (TTM): 20.51X Cap: $868M
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• Vertiv Holdings LLC Class A (VRT $137.40)
  • $137.40 P/E (TTM): 83.56X Cap: $52.46B
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• MDA Space Ltd. (MDA $43.51)
  • $43.51 P/E (TTM): 53.94X Cap: $5.33B
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• Doman Building Materials Group Ltd. (DBM $9.79)
  • $9.79 P/E (TTM): 13.08X Cap: $856M
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• Target Hospitality Corp. (TH $8.06)
  • $8.06 P/E (TTM): 81.7X Cap: $805M
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Q: Hi !

I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.

What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?

Any other suggestion ?

Gratefully yours,

JD IDS

Upvote 2

Read Answer Asked by Jacques on November 21, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.01)
  • $17.01 Cap: $2.34B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Is LSPD recent results (Nov 2nd) represent a significant improvement or you would still stay on the side line before adding or starting new position? How would you compare NUVEI and LSPD today?
Thanks for your insight, Peter

Upvote 15

Read Answer Asked by Peter on November 21, 2023

• Vertiv Holdings LLC Class A (VRT $137.40)
  • $137.40 P/E (TTM): 83.56X Cap: $52.46B
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Q: Dear 5i
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C

Upvote 1

Read Answer Asked by Bill on November 21, 2023

• Amazon.com Inc. (AMZN $224.56)
  • $224.56 P/E (TTM): 33.73X Cap: $2.36T
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• Wells Fargo & Company (WFC $77.89)
  • $77.89 P/E (TTM): 13.96X Cap: $254.60B
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Q: during a market correction of significance , which stocks correct the most , value stocks or growth stocks. And could we get examples of each ? thanks and have a super weekend.

Upvote 1

Read Answer Asked by jim on November 21, 2023

• Lumine Group Inc. (LMN $48.48)
  • $48.48 Cap: $12.44B
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Q: can you describe the step by step process used by LMN to acquire a VSM company ? do they give existing management shares of LMN or pay them a combo of cash and stock? does LMN assume debt when adding to the VSM portfolio?. does existing management continue to have a stake in the newly acquired VSM company ? if so what percent? are there non compete clauses? does existing management have a relatively free rein in future corporate decisions? thanks Richard

Upvote 21

Read Answer Asked by richard on November 21, 2023

• Constellation Software Inc. (CSU $4,507.58)
  • $4,507.58 P/E (TTM): 97.21X Cap: $95.52B
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• Berkshire Hathaway Inc. (BRK.A $715,490.41)
  • $715,490.41 P/E (TTM): 15.96X Cap: $1.02T
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Q: Everyone, CSU shares, to my knowledge, have never split and as of today the share price is $3185 ish. What would it take for CSU to split their shares? I understand it’s does nothing financially but give you more shares. Clayton

Upvote 10

Read Answer Asked by Clayton on November 21, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.77)
  • $14.77 P/E (TTM): 12.67X Cap: $1.47B
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Q: Retired, dividend investor looking for income with this trade. HMAX is currently 1.8 of my equity position, down 15%. Would this be a good time to average down and take advantage of their 14+ dividend. How safe is the dividend? Do you have any other options

Upvote 9

Read Answer Asked by Lu on November 20, 2023

• Fortinet Inc. (FTNT $79.33)
  • $79.33 P/E (TTM): 30.69X Cap: $60.12B
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• Palo Alto Networks Inc. (PANW $176.86)
  • $176.86 P/E (TTM): 96.1X Cap: $116.95B
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• CrowdStrike Holdings Inc. (CRWD $432.12)
  • $432.12 Cap: $107.70B
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Q: Can you explain FTNT and PANW drop on earnings and mostly how if you think it can impact or not CRWD?

I think they droped because of lowered previsions and i see some insiders selling but no buying.

Upvote 9

Read Answer Asked by Francois on November 20, 2023

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $29.43)
  • $29.43 P/E (TTM): 27.94X Cap: $133M
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Q: Can you tell me a little about this etf please? How are the dividends handled? I'd there a withholding tax?

Thanks

Upvote 2

Read Answer Asked by Mark on November 20, 2023

• FedEx Corporation (FDX $230.50)
  • $230.50 P/E (TTM): 13.36X Cap: $54.35B
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Q: What is your assessment of FDX under current market conditions and prospects assuming interest rates have peaked? Thank you.

Upvote 3

Read Answer Asked by Bob on November 20, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.18)
  • $132.18 P/E (TTM): 19.34X Cap: $1.57B
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Q: Would consider this a buy at its current price?

Upvote 19

Read Answer Asked by Brian on November 20, 2023

• Northland Power Inc. (NPI $22.13)
  • $22.13 P/E (TTM): 22.31X Cap: $5.75B
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• Superior Plus Corp. (SPB $6.64)
  • $6.64 P/E (TTM): 73.97X Cap: $1.58B
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Q: Currently down 36% with northland and 23% with superior .In Tfsa.Any thoughts on recovery . Hold or sell? Thanks Larry

Upvote 7

Read Answer Asked by Larry on November 20, 2023

• BMO Low Volatility US Equity ETF (ZLU $57.14)
  • $57.14 P/E (TTM): 56.99X Cap: $2.17B
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• BMO S&P 500 Index ETF (ZSP $97.41)
  • $97.41 P/E (TTM): 80.29X Cap: $19.42B
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Q: I have been unable to find a comparison between these 2 BMO US ETFs. Would you suggest one over the other for a senior well into retirement? Fixed income taken care of.

Upvote 3

Read Answer Asked by M.S. on November 20, 2023

• QUALCOMM Incorporated (QCOM $156.59)
  • $156.59 P/E (TTM): 14.3X Cap: $165.87B
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• Tractor Supply Company (TSCO $59.73)
  • $59.73 P/E (TTM): 29.57X Cap: $31.42B
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• Intact Financial Corporation (IFC $278.00)
  • $278.00 P/E (TTM): 22.47X Cap: $49.57B
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• TMX Group Limited (X $56.48)
  • $56.48 P/E (TTM): 37.28X Cap: $15.72B
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• Hydro One Limited (H $50.41)
  • $50.41 P/E (TTM): 24.95X Cap: $30.23B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.29)
  • $12.29 P/E (TTM): 25.12X Cap: $3.59B
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• Algonquin Power & Utilities Corp. (AQN $5.82)
  • $5.82 Cap: $4.46B
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• Williams-Sonoma Inc. (DE) (WSM $210.20)
  • $210.20 P/E (TTM): 23.12X Cap: $24.52B
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Q: I have a strong cash position in my RRIF and wish to reinvest in good growth/Dividend stocks for the long term. Could you suggest 3 CDN and 3 USD companies for todays market and holding long term.
Thanks
Peter

Upvote 19

Read Answer Asked by Linda on November 20, 2023

• WSP Global Inc. (WSP $284.05)
  • $284.05 P/E (TTM): 45.63X Cap: $36.93B
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• Toromont Industries Ltd. (TIH $143.49)
  • $143.49 P/E (TTM): 23.68X Cap: $11.54B
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• ATS Corporation (ATS $39.82)
  • $39.82 Cap: $3.84B
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• Thomson Reuters Corporation (TRI $233.51)
  • $233.51 P/E (TTM): 36.81X Cap: $105.69B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.18)
  • $132.18 P/E (TTM): 19.34X Cap: $1.57B
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• Waste Connections Inc. (WCN $255.60)
  • $255.60 P/E (TTM): 77.26X Cap: $65.95B
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Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.

Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?

Thank you,
V

Upvote 19

Read Answer Asked by V on November 20, 2023

• Salesforce Inc. (CRM $237.03)
  • $237.03 P/E (TTM): 36.41X Cap: $221.46B
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• Workday Inc. (WDAY $223.07)
  • $223.07 P/E (TTM): 118.72X Cap: $59.55B
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• ServiceNow Inc. (NOW $863.30)
  • $863.30 P/E (TTM): 107.35X Cap: $179.56B
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• Arista Networks Inc. (ANET $138.01)
  • $138.01 P/E (TTM): 58.08X Cap: $177.53B
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Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda

Upvote 4

Read Answer Asked by Linda on November 20, 2023