Investment Q&A

• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
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Q: Hello

Any reason, why Terravest stock shot up 4.31%, Today to an All Time High of $106.23, in an otherwise quite market.

Thank You

Upvote 5

Read Answer Asked by rajeev on November 05, 2024

• Miscellaneous (MISC)
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Q: Hi 5i Team - Your three portfolios for Canadian stocks are very valuable and this includes the updates which I pay close attention to. Just wondering if you have considered developing one or more portfolios of U.S. companies, not necessarily using all the same criteria as for the Canadian ones, but something along the same lines.
Thanks.

Upvote 5

Read Answer Asked by Rob on November 05, 2024

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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• Lumine Group Inc. (LMN $33.50)
  • $33.50 P/E (TTM): 124.27X Cap: $8.48B
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Q: You were not very happy with LMN latest results. The stock has jumped and I was thinking of selling some shares. I own CSU, TOI, DSG, NVDA, KXS, Could I have some ideas on a stable growth name or do I add to a stock I already own.

Upvote 11

Read Answer Asked by Stephen on November 05, 2024

• iShares 20+ Year Treasury Bond ETF (TLT $90.29)
  • $90.29 Cap: $49.31B
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Q: Thoughts on starting a position? Thank you!

Upvote 1

Read Answer Asked by Satish on November 05, 2024

• SPX Technologies Inc. (SPXC $223.89)
  • $223.89 P/E (TTM): 44.84X Cap: $9.21B
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Q: Could you please provide commentary on SPXC recent quarterly report? Does the future still look good for SPXC? Does SPXC remain a high conviction stock for 5i? Thank-you

Upvote 2

Read Answer Asked by Greg on November 05, 2024

• Apple Inc. (AAPL $270.37)
  • $270.37 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $244.22)
  • $244.22 P/E (TTM): 35.11X Cap: $2.37T
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• Meta Platforms Inc. (META $648.35)
  • $648.35 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $517.81)
  • $517.81 P/E (TTM): 39.7X Cap: $3.90T
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Q: 1. Please Rate As a "Buy Today" that you would hold for 5 years or more...
- GOOG, MSFT, AMZN, META, APPL
- 1-11, 10 being Good, 11- Must Buy/Own and Hold...

2. Which on the List is Cheap or Over Valued at this Stage...

Thanks,
M

Upvote 23

Read Answer Asked by michael on November 05, 2024

• Flutter Entertainment Plc (FLUT $232.59)
  • $232.59 Cap: $41.98B
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Q: Can I get an updated view of FLUT? I am admittedly not a fan of sports betting ads all over TV, but can’t seem to shake they are likely making a lot of money.

Upvote 5

Read Answer Asked by Mike on November 05, 2024

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.06)
  • $20.06 P/E (TTM): 17.82X Cap: $978M
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $15.06)
  • $15.06 P/E (TTM): 31.3X Cap: $937M
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Q: What are your thoughts or comments on the Hamilton HDIV and HYLD?

- HDIV has a 10% yield and the other is an 11% yield...

- Are these worth considering ?

Am I missing something?

Any comments or suggestions...?
Thanks,
M

Upvote 2

Read Answer Asked by michael on November 05, 2024

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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• Arm Holdings plc (ARM $169.82)
  • $169.82 P/E (TTM): 227.19X Cap: $180.79B
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Q: I own small positions in both companies: ARM and NVDA, and I am in the green on both...

- I like them both...

- Please add 2 cent comments on both...

- Would you Add to Both or Just One at this point...Or??

Thanks,
M

Upvote 5

Read Answer Asked by michael on November 05, 2024

• iShares Russell 2000 Growth ETF (IWO $330.69)
  • $330.69 P/E (TTM): 21.85X Cap: $13.20B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.97)
  • $46.97 P/E (TTM): 16.81X Cap: $651M
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• iShares Russell 2000 Value ETF (IWN $177.13)
  • $177.13 P/E (TTM): 13.52X Cap: $11.76B
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Q: Hi,
I recently heard a suggestion to broaden out of the S&P 500 given its large run up. the presenter suggested value small caps. I hadn't heard of them before. what are they?
what do you think of this presenter's suggestion?
how do they differ from the Russell 2000?
if there an ETF based in CAD?
how have them done in comparison to IWO or IWM?
thanks
Mary

Upvote 2

Read Answer Asked by Mary on November 05, 2024

• Coveo Solutions Inc. Subordinate voting shares (CVO $6.00)
  • $6.00 Cap: $770M
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Q: this company seems to be winning awards and new business , but very volatile.
does the future look brighter ?

Upvote 1

Read Answer Asked by Tom on November 05, 2024

• Thinkific Labs Inc. Common Shares (THNC $2.25)
  • $2.25 P/E (TTM): 54.53X Cap: $143M
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Q: is this company worth hanging on to ?

Upvote 2

Read Answer Asked by Tom on November 05, 2024

• FREYR Battery Inc. (FREY)
  • Cap: $226M
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Q: does the future look positive for this company ?

Upvote 1

Read Answer Asked by Tom on November 05, 2024

• BTB Real Estate Investment Trust (BTB.UN $3.89)
  • $3.89 P/E (TTM): 8.95X Cap: $343M
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Q: Please comment on BTB.UN recent Q report. Thank you!
James.

Upvote 1

Read Answer Asked by James on November 05, 2024

• Microsoft Corporation (MSFT $517.81)
  • $517.81 P/E (TTM): 39.7X Cap: $3.90T
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Q: Has Microsoft become a company that is Too Big To Fail?
- They have so many tentacles that seem attractive going forward...

- I own a small position, but want to Add more...

What do you see as Potential problems going forward, If Any...Other than normal market blips...

Thanks,
M

Upvote 7

Read Answer Asked by michael on November 05, 2024

• Andean Precious Metals Corp. (APM $6.35)
  • $6.35 P/E (TTM): 16.46X Cap: $973M
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Q: Do you have any thoughts on APM? If I understand correctly the California mine produces gold using heap leaching which can be problematic. The Bolivian mine produces silver primarily. I believe Eric Sprott is increasing his share count but not sure how much that means. They report on Nov 11th.
Thanks,
Jim

Upvote 1

Read Answer Asked by James on November 05, 2024

• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 29.34X Cap: $3.40T
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• Intuitive Surgical Inc. (ISRG $534.28)
  • $534.28 P/E (TTM): 74.87X Cap: $189.99B
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• ATS Corporation (ATS $38.58)
  • $38.58 Cap: $3.64B
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• Agnico Eagle Mines Limited (AEM $225.58)
  • $225.58 P/E (TTM): 32.07X Cap: $114.38B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
  • $243.86 P/E (TTM): 100.1X Cap: $315.68B
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• Crocs Inc. (CROX $81.69)
  • $81.69 P/E (TTM): 22.71X Cap: $4.50B
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• Celsius Holdings Inc. (CELH $60.23)
  • $60.23 P/E (TTM): 161.53X Cap: $15.51B
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• TransMedics Group Inc. (TMDX $131.54)
  • $131.54 P/E (TTM): 69.17X Cap: $4.63B
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Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!

Upvote 11

Read Answer Asked by James on November 05, 2024

• Strategy Inc (MSTR $269.51)
  • $269.51 P/E (TTM): 25.19X Cap: $72.18B
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Q: The CEO of MSTR has a firm upside conviction on the price of Bitcoin going forward into the future... - Scary almost...

- What are your thoughts on the company, With or Without the Bitcoin Component ?

2. - If Bitcoin Dips 50 %, What happens to MSTR ? In Your Opinion...

Thanks,
M

Upvote 1

Read Answer Asked by michael on November 05, 2024

• Harvest Diversified Monthly Income ETF (HDIF $8.80)
  • $8.80 P/E (TTM): 20.2X Cap: $455M
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• Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE $11.19)
  • $11.19 P/E (TTM): 21.2X Cap: $64M
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Q: Peter, I have been investing small amounts in HHL HDIF which they use leverage and HUTE which they also use leverage. Your opinion on leverage please. I have seen where people say leverage should be a short turm play and not long term as it deteriorates over time?? I do not understand that statement. Total of all expenses is 2.64% made up of 2.37 management fee and .27 etf traiding costs. Please help a begging in this field and your thoughts on horizon Thanks Ken

Upvote 5

Read Answer Asked by Ken on November 04, 2024

• BCE Inc. (BCE $32.06)
  • $32.06 P/E (TTM): 71.28X Cap: $30.16B
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• TELUS Corporation (T $20.51)
  • $20.51 P/E (TTM): 32.14X Cap: $31.65B
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• Rogers Communication Inc. (RCI $39.14)
  • $39.14 P/E (TTM): 19.63X Cap: $21.50B
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Q: Given this morning's announcement and stock reactions, would you consider switching from BCE to either Telus or Rogers?

Upvote 10

Read Answer Asked by Kate on November 04, 2024