Investment Q&A

• Charter Communications Inc. (CHTR $266.31)
  • $266.31 P/E (TTM): 7.08X Cap: $36.36B
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• Liberty Broadband Corporation Class A Common Stock (LBRDA $61.28)
  • $61.28 P/E (TTM): 7.84X Cap: $8.52B
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• Liberty Broadband Corporation (LBRDK $61.34)
  • $61.34 P/E (TTM): 7.85X Cap: $9.05B
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• Liberty Global (LBTYA $11.03)
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Q: What are your thoughts of CHTR pre-merger and post merger with liberty global, thanks.

Upvote 1

Read Answer Asked by MG on January 03, 2025

• Freeport-McMoRan Inc. (FCX $42.22)
  • $42.22 P/E (TTM): 32.17X Cap: $60.25B
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• Evolve Cryptocurrencies ETF (ETC $23.10)
  • $23.10 Cap: $94M
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Q: When you have time ......... copper stocks have been soft of late and I assume this is in response to the EV sector which has been under pressure - yet my understanding is that the grid sorely needs upgrading, which I assume requires new copper lines, while some of the other participants in the electrical sector have done well which suggests a buoyant sector. So I am confused as future demand in particular appears to exceed available supply - and Dr Copper has underperformed the market. What is the outlook for copper?

Upvote 2

Read Answer Asked by Mike on January 03, 2025

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: It’s been bought out. Will there be a higher take out price? Bidding war? Do I just ket the transaction play out in my account? Hold? Sell?

Upvote 1

Read Answer Asked by James on January 03, 2025

• Hudson Pacific Properties Inc. (HPP $2.74)
  • $2.74 Cap: $997M
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Q: can you help me understand their profitability health in their leases and years remaining. looks like blackrock is a big owner any red flags

Upvote 2

Read Answer Asked by cliff on January 03, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $88.04)
  • $88.04 P/E (TTM): 43.22X Cap: $9.93B
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Q: Why the big bounce today??

Upvote 3

Read Answer Asked by terry on January 03, 2025

Q: ETF investing is new to me. I have invested a bit of monies with Harvest etf in the last couple of months. Could I have your opinion on Harvest please. Are some of their funds better than others? Are their leveraged funds really risky. Do you like a better company and if so why?
Just renewed membership. It is getting too many to count. Thanks for your advice Ken

Upvote 4

Read Answer Asked by Ken on January 03, 2025

• Novo Nordisk A/S (NVO $56.73)
  • $56.73 P/E (TTM): 16.33X Cap: $363.68B
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• Vanguard FTSE Developed Markets ETF (VEA $60.45)
  • $60.45 Cap: $166.36B
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• ASML Holding N.V. (ASML $1,017.73)
  • $1,017.73 P/E (TTM): 44.04X Cap: $386.66B
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• iShares MSCI Intl Quality Factor ETF (IQLT $44.68)
  • $44.68 P/E (TTM): 0.13X Cap: $12.71B
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Q: I've owned IQLT for a few years now. I've noticed that the VEA top holdings are quite similar to IQLT, but at a significantly reduced MER. Is it really worth paying that much more to continue to hold IQLT? Maybe you have better insight on the differences between the two than I do (?)

Upvote 2

Read Answer Asked by James on January 03, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.73)
  • $125.73 P/E (TTM): 16.42X Cap: $28.39B
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• Restaurant Brands International Inc. (QSR $96.88)
  • $96.88 P/E (TTM): 25.3X Cap: $42.64B
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• Domino's Pizza Inc (DPZ $417.69)
  • $417.69 P/E (TTM): 23.71X Cap: $14.40B
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• Medpace Holdings Inc. (MEDP $514.91)
  • $514.91 P/E (TTM): 39.21X Cap: $14.52B
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• Topicus.com Inc. (TOI $140.50)
  • $140.50 P/E (TTM): 74.22X Cap: $11.63B
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Q: I'm asking for 5i's opinion on your current (5) best asset-light company ideas - Canadian and / or American - that have:

- financial stability

- strong competitive position today and into the future

- in a sector that is not threatened by disruption

- attractive valuation at today's prices

Hopefully not a lot to ask. Thanks for your service.

Upvote 24

Read Answer Asked by James on January 03, 2025

• Chevron Corporation (CVX $153.45)
  • $153.45 P/E (TTM): 19.55X Cap: $309.23B
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• L Brands Inc. (LB)
  • P/E (TTM): 16.0X Cap: $21.04B
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• Marathon Petroleum Corporation (MPC $184.52)
  • $184.52 P/E (TTM): 26.62X Cap: $55.67B
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• Occidental Petroleum Corporation (OXY $42.35)
  • $42.35 P/E (TTM): 25.1X Cap: $41.62B
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• Texas Pacific Land Corporation (TPL $924.92)
  • $924.92 P/E (TTM): 44.48X Cap: $20.86B
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Q: What are your 3 best picks for near term growth of US oil and gas E&P for both large cap and mid cap stocks ?

Upvote 2

Read Answer Asked by Terry on January 03, 2025

• Paychex Inc. (PAYX $129.08)
  • $129.08 P/E (TTM): 28.57X Cap: $46.27B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.73)
  • $125.73 P/E (TTM): 16.42X Cap: $28.39B
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  • View Questions on GIB.A
  • View Reports on GIB.A
• Restaurant Brands International Inc. (QSR $96.88)
  • $96.88 P/E (TTM): 25.3X Cap: $42.64B
  • View QSR Profile
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• Domino's Pizza Inc (DPZ $417.69)
  • $417.69 P/E (TTM): 23.71X Cap: $14.40B
  • View DPZ Profile
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• Medpace Holdings Inc. (MEDP $514.91)
  • $514.91 P/E (TTM): 39.21X Cap: $14.52B
  • View MEDP Profile
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• Topicus.com Inc. (TOI $140.50)
  • $140.50 P/E (TTM): 74.22X Cap: $11.63B
  • View TOI Profile
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  • View Reports on TOI

Q: Operating metrics (FCF, ROE, margins, etc.) for PAYX seem quite strong - it seems to be an asset-light business, dividend grower and compounder. However, it's at the same price as 3 years ago and has been underperforming the S&P for the same period. Am I missing something? What are your thoughts for PAYX and is it worthwhile for initiating a position at some level you would suggest?

Upvote 4

Read Answer Asked by Michael on January 03, 2025

• Constellation Software Inc. (CSU $4,025.82)
  • $4,025.82 P/E (TTM): 97.2X Cap: $83.81B
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• Descartes Systems Group Inc. (The) (DSG $137.39)
  • $137.39 P/E (TTM): 57.15X Cap: $11.76B
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• Tamarack Valley Energy Ltd. (TVE $6.05)
  • $6.05 P/E (TTM): 12.68X Cap: $3.03B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $137.52)
  • $137.52 P/E (TTM): 19.1X Cap: $1.65B
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• Vitalhub Corp. (VHI $10.65)
  • $10.65 P/E (TTM): 127.88X Cap: $596M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.33B
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• CrowdStrike Holdings Inc. (CRWD $493.87)
  • $493.87 Cap: $122.70B
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• Cellebrite DI Ltd. (CLBT $19.61)
  • $19.61 Cap: $4.65B
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• Propel Holdings Inc. (PRL $26.30)
  • $26.30 P/E (TTM): 12.35X Cap: $1B
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• Lumine Group Inc. (LMN $37.21)
  • $37.21 P/E (TTM): 143.92X Cap: $9.61B
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Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,

Upvote 38

Read Answer Asked by Allen on January 03, 2025

• Biorem Inc. (BRM $1.94)
  • $1.94 P/E (TTM): 11.71X Cap: $31M
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Q: what do you think about the potential of this company and do you know why the big price drop today?

Upvote 2

Read Answer Asked by Gary on January 03, 2025

• DraftKings Inc. (DKNG $35.47)
  • $35.47 Cap: $17.05B
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• Flutter Entertainment Plc (FLUT $253.24)
  • $253.24 Cap: $43.81B
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Q: Considering to initiate a position into Draftking. Which one do you prefer between it and Flutter and why?

Happy mew year to all the team and others members!

Upvote 3

Read Answer Asked by Francois on January 03, 2025

• NVIDIA Corporation (NVDA $181.66)
  • $181.66 P/E (TTM): 53.65X Cap: $4.37T
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• Booking Holdings Inc. (BKNG $5,252.49)
  • $5,252.49 P/E (TTM): 36.63X Cap: $171.12B
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• Dollarama Inc. (DOL $176.63)
  • $176.63 P/E (TTM): 38.69X Cap: $48.58B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.77)
  • $38.77 Cap: $24.80B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.51)
  • $221.51 P/E (TTM): 85.84X Cap: $279.15B
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• Constellation Energy Corporation (CEG $406.85)
  • $406.85 P/E (TTM): 39.76X Cap: $121.70B
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Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Upvote 32

Read Answer Asked by Marty on January 03, 2025

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Another company agrees to a low sellout price .Owners only one gets rich on this sale

Upvote 5

Read Answer Asked by Don on January 03, 2025

• Novo Nordisk A/S (NVO $56.73)
  • $56.73 P/E (TTM): 16.33X Cap: $363.68B
  • View NVO Profile
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Q: Hi Folks

I believe Novo Nordisk is Danish. If I was to buy Novo Nordisk on the US exchange (NONOF:OTC PINKl what kind of withholding tax should I expect on the dividend. And should I hold it in the RRSP to avoid this tax?

Thanks

Stuart

Upvote 4

Read Answer Asked by Stuart on January 03, 2025

• Lumine Group Inc. (LMN $37.21)
  • $37.21 P/E (TTM): 143.92X Cap: $9.61B
  • View LMN Profile
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Q: If the market spooks with the news of the sudden CEO leave of absence would you be a buyer and at what price?
Thks

Upvote 16

Read Answer Asked by Robert on January 03, 2025

• iShares Russell 2000 Growth ETF (IWO $336.12)
  • $336.12 P/E (TTM): 21.85X Cap: $13.31B
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• BMO S&P 500 Index ETF (ZSP $103.18)
  • $103.18 P/E (TTM): 26.73X Cap: $20.15B
  • View ZSP Profile
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.62)
  • $28.62 Cap: $8.66B
  • View XBB Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.01)
  • $49.01 Cap: $19.81B
  • View XIC Profile
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• Vanguard Dividend Appreciation FTF (VIG $218.54)
  • $218.54 P/E (TTM): 24.54X Cap: $93.87B
  • View VIG Profile
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• Vanguard Balanced ETF Portfolio (VBAL $36.96)
  • $36.96 P/E (TTM): 1.07X Cap: $4.04B
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Q: My wife has some money should would like to invest in eft. Which ones would you recommend.

Upvote 7

Read Answer Asked by Mike on January 03, 2025

• Ondas Holdings Inc. (ONDS $10.14)
  • $10.14 Cap: $2.46B
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Q: Came across this small US company who's subsidiary Airobotics has been awarded a new deal from an undisclosed semiconductor company to leverage their fleet of drones for aerial security purposes.
Could you please give me any information on this info if possible and would you provide any analysis you have on this company?
Thank as always
Gary

Upvote 1

Read Answer Asked by Gary on January 03, 2025

• Intermap Technologies Corporation (IMP $2.89)
  • $2.89 P/E (TTM): 213.23X Cap: $180M
  • View IMP Profile
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• Medicenna Therapeutics Corp. (MDNA $0.92)
  • $0.92 Cap: $76M
  • View MDNA Profile
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• Perpetua Resources Corp. (PPTA $41.88)
  • $41.88 Cap: $4.11B
  • View PPTA Profile
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• Anaergia Inc. (ANRG $2.84)
  • $2.84 Cap: $472M
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Q: Big speculative winners this year. Any merit for continuation in 2025? Thanks...

Upvote 1

Read Answer Asked by Bruce on January 03, 2025