Investment Q&A

• Apple Inc. (AAPL $279.07)
  • $279.07 P/E (TTM): 34.76X Cap: $4.01T
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• Amazon.com Inc. (AMZN $203.91)
  • $203.91 P/E (TTM): 29.11X Cap: $2.22T
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• Broadcom Inc. (AVGO $338.03)
  • $338.03 P/E (TTM): 72.41X Cap: $1.61T
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• Alphabet Inc. (GOOG $312.34)
  • $312.34 P/E (TTM): 30.01X Cap: $3.85T
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• Intuitive Surgical Inc. (ISRG $494.17)
  • $494.17 P/E (TTM): 62.62X Cap: $175.84B
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• Microsoft Corporation (MSFT $403.41)
  • $403.41 P/E (TTM): 25.87X Cap: $3.06T
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• QUALCOMM Incorporated (QCOM $141.80)
  • $141.80 P/E (TTM): 28.01X Cap: $149.47B
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• AbbVie Inc. (ABBV $221.58)
  • $221.58 P/E (TTM): 170.43X Cap: $393.13B
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• JPMorgan Chase & Co. (JPM $316.29)
  • $316.29 P/E (TTM): 15.95X Cap: $866.44B
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• Merck & Company Inc. (MRK $118.47)
  • $118.47 P/E (TTM): 15.55X Cap: $290.76B
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• NextEra Energy Inc. (NEE $91.35)
  • $91.35 P/E (TTM): 28.5X Cap: $189.16B
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• Prudential Financial Inc. (PRU $104.89)
  • $104.89 P/E (TTM): 13.98X Cap: $40.26B
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• Stryker Corporation (SYK $359.99)
  • $359.99 P/E (TTM): 46.79X Cap: $138.07B
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• Argan Inc. (AGX $406.73)
  • $406.73 P/E (TTM): 43.58X Cap: $5.15B
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• Construction Partners Inc. (ROAD $134.95)
  • $134.95 P/E (TTM): 69.58X Cap: $7.21B
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• Vertiv Holdings LLC Class A (VRT $238.14)
  • $238.14 P/E (TTM): 76.23X Cap: $76.32B
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• Shift4 Payments Inc. Class A (FOUR $58.20)
  • $58.20 P/E (TTM): 27.52X Cap: $5.30B
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• Cellebrite DI Ltd. (CLBT $14.19)
  • $14.19 Cap: $3.57B
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Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Upvote 6

Read Answer Asked by David on November 06, 2024

• Constellation Software Inc. (CSU $2,284.87)
  • $2,284.87 P/E (TTM): 56.5X Cap: $51.70B
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• Lumine Group Inc. (LMN $19.46)
  • $19.46 P/E (TTM): 75.65X Cap: $5.20B
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Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Upvote 6

Read Answer Asked by Chuck on November 06, 2024

• Killam Apartment Real Estate Investment Trust (KMP.UN $17.73)
  • $17.73 P/E (TTM): 4.7X Cap: $2.22B
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Q: Hello,

I own KMP.UN and just received a large package from them requesting I vote for or against.

They are asking shareholders to approve the plan of arrangement as Appendix E.

I made an attempt to go through it and understand what they were proposing but admit it wasn't clear to me.

Could you please clarify what they are asking shareholders to vote on and interpret it for us in simple talk.

With thanks


Sheldon

Upvote 4

Read Answer Asked by Sheldon on November 06, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.47)
  • $103.47 P/E (TTM): 14.73X Cap: $23.59B
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• Thomson Reuters Corporation (TRI $119.69)
  • $119.69 P/E (TTM): 22.39X Cap: $54.79B
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• Lumine Group Inc. (LMN $19.46)
  • $19.46 P/E (TTM): 75.65X Cap: $5.20B
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Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Upvote 11

Read Answer Asked by Ray on November 06, 2024

• UiPath Inc. Class A (PATH $11.72)
  • $11.72 P/E (TTM): 30.95X Cap: $6.92B
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Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Upvote 2

Read Answer Asked by Hans on November 06, 2024

• Financial 15 Split Corp. Class A Shares (FTN $10.97)
  • $10.97 P/E (TTM): 11.75X Cap: $448M
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Q: Can you provide an 'idiot's guide' answer to what FTN is and how it works.

Would it have been a good investment over the last 3 years compared to an average dividend paying stock?

Would you recommend it as a good investment for the next 3 years given anticipatedmarket conditions? Thanks

Upvote 1

Read Answer Asked by Charles on November 06, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.76)
  • $70.76 P/E (TTM): 31.75X Cap: $115.52B
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Q: I have a small amount of BAM from the previous spinoff. I like the Brookfield companies and am looking for a good growth dividend stock. Do you think it is too late to add more BAM?

Appreciate your insight.

Paul F.

Upvote 3

Read Answer Asked by Paul on November 06, 2024

Q: What do you think of QXO? As far as I understand it is a very brilliant founder who has grown similar businesses, put in hundreds of millions of his own capital, has a lot of the same team in place, and is looking to grow and build in a fragmented industry.

What do you think/what can you tell me about the outlook of the company/valuation, growth prospects, etc? I see it has almost 1/5th of its market cap in cash.

I'm a bit weary of these types of situations after GUD, but also that could just be a shortsighted behavioral bias.

Upvote 2

Read Answer Asked by Max on November 06, 2024

• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.05B
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• Global X High Interest Savings ETF (CASH $49.99)
  • $49.99 P/E (TTM): 13.15X Cap: $6.82B
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• High Interest Savings Account ETF (HISA)
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Q: Hello,
I'm looking for a way to park some money for one-year to pay down part of my mortgage after that. What are some low risk options to maintain liquidity if I need to use the funds for some emergency?
Thanks for your help!

Upvote 4

Read Answer Asked by Madhur on November 06, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $63.70)
  • $63.70 P/E (TTM): 91.39X Cap: $145.29B
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Q: Looking at BAM and BN - who has the higher expected growth rate and who has the higher margins? BAM has higher yield but total return is the goal!

Upvote 10

Read Answer Asked by Scott on November 06, 2024

• Wajax Corporation (WJX $29.02)
  • $29.02 P/E (TTM): 13.72X Cap: $629M
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Q: Please provide comments on their latest results and their current debt vs equity position. With a 17% drop after reporting their results, do you think the drop is overdone? Would you continue to hold or sell for tax loss?

Upvote 1

Read Answer Asked by David on November 06, 2024

• Toromont Industries Ltd. (TIH $192.09)
  • $192.09 P/E (TTM): 30.25X Cap: $14.91B
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Q: Can you please comment on TIH's recent quarterly earnings. In what order what you add these industrials for a long term hold: TFI, TIH, WSP

Upvote 5

Read Answer Asked by Matthew on November 06, 2024

• Alimentation Couche-Tard Inc. (ATD $83.54)
  • $83.54 P/E (TTM): 20.77X Cap: $74.06B
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• Premium Brands Holdings Corporation (PBH $100.54)
  • $100.54 P/E (TTM): 68.79X Cap: $4.49B
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Q: Hello 5i
I just noticed that in answer to a question you have put adt.ca ahead of premium brands in its category as a favourite pick. I have been worried that adt direction may be looking for a big way to make their mark in their acquisition. I have wondered whether that would bring them to abandon their usual caution. I hold pbh at now, a quite small capital gain and have been thinking about selling it. Just wondering what makes you so confident about this deal. And also, whether it is good enough to make the switch?
Thanks for this great service

Upvote 4

Read Answer Asked by joseph on November 06, 2024

Q: Can you comment on the outlook for this name?

Upvote 2

Read Answer Asked by Kim on November 06, 2024

Q: Hi 5i!

Do you have a list of stocks on sell for tax harvesting season? Anything you think with an interesting recovery potential?

Thank you,

Frank

Upvote 6

Read Answer Asked by Francois on November 06, 2024

• Intact Financial Corporation (IFC $252.17)
  • $252.17 P/E (TTM): 22.0X Cap: $46.86B
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Q: Hello,

Do you like the quarterly results ? What would be a reasonable price range to add some shares ?

Thank You

Upvote 5

Read Answer Asked by rajeev on November 06, 2024

• Alphabet Inc. (GOOG $312.34)
  • $312.34 P/E (TTM): 30.01X Cap: $3.85T
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• Intuitive Surgical Inc. (ISRG $494.17)
  • $494.17 P/E (TTM): 62.62X Cap: $175.84B
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Q: Hi Folks,
I would like to add to my holdings in GOOGL or ISRG. May I have your opinion as to which one would be best to add to at this time and why. This would be in my non registered account.
Thanks

Upvote 7

Read Answer Asked by JOHN on November 06, 2024

• CECO Environmental Corp. (CECO $75.11)
  • $75.11 P/E (TTM): 51.96X Cap: $2.61B
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• Aspen Aerogels Inc. (ASPN $3.53)
  • $3.53 Cap: $287M
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $372.65)
  • $372.65 P/E (TTM): 50.32X Cap: $1.87T
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• Nextpower Inc. (NXT $118.28)
  • $118.28 P/E (TTM): 31.17X Cap: $17.51B
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• Blue Bird Corporation (BLBD $57.53)
  • $57.53 P/E (TTM): 14.48X Cap: $1.79B
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Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

Upvote 1

Read Answer Asked by John on November 06, 2024

• McCoy Global Inc. (MCB $3.40)
  • $3.40 P/E (TTM): 13.47X Cap: $91M
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• Bird Construction Inc. (BDT $31.40)
  • $31.40 P/E (TTM): 18.7X Cap: $1.74B
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Q: Couldn't retrieve your response to this question previously so am re-asking for your thoughts on these 2 small cap companies?

Thnx
Dave

Upvote 4

Read Answer Asked by David on November 05, 2024

• Wheaton Precious Metals Corp. (WPM $201.78)
  • $201.78 P/E (TTM): 62.96X Cap: $89B
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• Agnico Eagle Mines Limited (AEM $292.14)
  • $292.14 P/E (TTM): 35.0X Cap: $144.39B
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Q: I'm wondering if AEM is still a buy at this price, or could you recommend the price when you would buy AEM? Is there another gold stock you would choose with good upside and as a solid company? Thanks.

Upvote 4

Read Answer Asked by Ann on November 05, 2024