Investment Q&A

• Deere & Company (DE $448.17)
  • $448.17 P/E (TTM): 23.31X Cap: $118.70B
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• GE Aerospace (GE $301.90)
  • $301.90 P/E (TTM): 40.65X Cap: $315.51B
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• Union Pacific Corporation (UNP $226.65)
  • $226.65 P/E (TTM): 19.59X Cap: $133.93B
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• Waste Management Inc. (WM $217.70)
  • $217.70 P/E (TTM): 32.48X Cap: $87.45B
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• Transdigm Group Incorporated (TDG $1,302.75)
  • $1,302.75 P/E (TTM): 42.39X Cap: $72.86B
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• Old Dominion Freight Line Inc. (ODFL $136.31)
  • $136.31 P/E (TTM): 26.23X Cap: $30.42B
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Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Upvote 8

Read Answer Asked by alex on March 28, 2024

• Lumine Group Inc. (LMN $37.18)
  • $37.18 P/E (TTM): 143.92X Cap: $9.70B
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Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx

Upvote 10

Read Answer Asked by Adam on March 28, 2024

• Lumine Group Inc. (LMN $37.18)
  • $37.18 P/E (TTM): 143.92X Cap: $9.70B
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Q: I just wanted to thank you for bringing this stock to my attention it’s been good to me and I plan on holding it.

Jason

Upvote 24

Read Answer Asked by Jason on March 28, 2024

• Evolve FANGMA Index ETF (TECH $20.60)
  • $20.60 P/E (TTM): 31.56X Cap: $98M
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Q: If I wanted exposure to the FANGMA stocks without buying them directly, would you recommend the ETF, or buying the CDR's for each individual company?

Upvote 2

Read Answer Asked by Craig on March 28, 2024

• Open Text Corporation (OTEX $54.64)
  • $54.64 P/E (TTM): 23.67X Cap: $13.74B
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Q: Hello 5i team,
When does open text report the latest quarter?
Thanks,
Andrew

Upvote 2

Read Answer Asked by Andrew on March 28, 2024

• Booking Holdings Inc. (BKNG $5,306.56)
  • $5,306.56 P/E (TTM): 36.01X Cap: $170.27B
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• Crocs Inc. (CROX $82.37)
  • $82.37 P/E (TTM): 20.56X Cap: $4.45B
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• Nextracker Inc. (NXT $87.01)
  • $87.01 P/E (TTM): 22.56X Cap: $12.86B
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Q: Can you name 3 undervalued U.S. growth Stocks that have good growth potential. Preferred to purchase and leave be for 10 + years.

Upvote 19

Read Answer Asked by Chris on March 28, 2024

• Capstone Copper Corp. (CS $12.63)
  • $12.63 P/E (TTM): 91.87X Cap: $9.68B
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Q: CS seems to be having some very nice momentum and positive Technical charts. I like you like buying at new alltime highs.

BUT this company is more dependent on commodity price movements.

In the past I have invested in miners, gold copper etc and can count on one hand how many times that has turned out poitively.

So my question is do you still feel very bullish on CS at this level and would you put new money into it now?

Thanks

Sheldon

Upvote 4

Read Answer Asked by Sheldon on March 28, 2024

• Boyd Group Services Inc. (BYD $219.67)
  • $219.67 P/E (TTM): 427.96X Cap: $4.70B
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Q: You previously commented that a good entry point would be at a pull back to $290 which it now is. Can you comment on March earnings and if you still feel this is a good entry point. Thanks John

Upvote 1

Read Answer Asked by John on March 28, 2024

Q: Almost every day I see an analyst state, that they are taking a "constructive” stance
or remains “constructive” on

What the heck does that mean?

Upvote 3

Read Answer Asked by Murray on March 28, 2024

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: Do you have any insights into GXE? It's oddly holding at .64 despite Oil rising and other companies moving higher. Beyond the dividend cut and strategic review flop, is there anything else you can add about their prospects? Thanks.

Upvote 4

Read Answer Asked by Curtis on March 28, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.58)
  • $61.58 P/E (TTM): 104.18X Cap: $29.03B
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• Lundin Mining Corporation (LUN $21.62)
  • $21.62 Cap: $18.04B
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• Capstone Copper Corp. (CS $12.63)
  • $12.63 P/E (TTM): 91.87X Cap: $9.68B
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $28.10)
  • $28.10 P/E (TTM): 0.55X Cap: $302M
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Q: It appears that copper price is starting an uptrend. What individual stocks or ETFs would you recommend for taking best advantage? Is a precious metal ETF with more than just copper a good idea?

Ok thanks

Upvote 8

Read Answer Asked by Robert on March 28, 2024

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 36.78X Cap: $914M
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Q: Hi, any specific reason for the recent surge in VFF? Up 65% in the last month (albeit from a very low base). I have held on to this one thinking/hoping that one day it may do well again. (Perhaps this is the catalyst it needs). Can it be picked away at over the next 6 months? Or still too speculative?

I know there was the German law that recently passed but was this enough for the surge?
Also VFF in your db is still showing it belongs to the TSX but I believe it is now listed only on the US exchange (Nasdaq?).

Cheers,
Steve

Upvote 2

Read Answer Asked by Stephen on March 28, 2024

• ATS Corporation (ATS $36.89)
  • $36.89 Cap: $3.47B
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Q: Hi, Could you please comment on the secondary offering of $163 mln, for sale of 3.5 mln shares by Mason Capital at an agreed price of $46.55, a bought deal through Scotia.

Does the recent weakness has anything to do with this, in your view ( besides the GS report} ?

Thank You

Upvote 9

Read Answer Asked by rajeev on March 28, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $137.59)
  • $137.59 P/E (TTM): 19.1X Cap: $1.51B
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Q: Your comments please on earnings. Thank you.

Upvote 20

Read Answer Asked by Greg on March 28, 2024

• Newmont Corporation (NEM $90.90)
  • $90.90 P/E (TTM): 15.31X Cap: $98.20B
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• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Hello. As between Newmont and Barrick, which would you rather own and why? What would be a good entry point for your pick? Thanks!

Upvote 2

Read Answer Asked by Robert on March 28, 2024

• Accenture plc Class A (Ireland) (ACN $243.22)
  • $243.22 P/E (TTM): 19.83X Cap: $160.30B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $126.33)
  • $126.33 P/E (TTM): 16.42X Cap: $27.88B
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Q: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.

Upvote 3

Read Answer Asked by Steven on March 27, 2024

• PepsiCo Inc. (PEP $149.95)
  • $149.95 P/E (TTM): 28.53X Cap: $203.58B
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• Celsius Holdings Inc. (CELH $62.50)
  • $62.50 P/E (TTM): 159.74X Cap: $15.77B
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Q: Hi 5i!

Can you comment the news about Celcius and Pepsico? Your toughts on the 7% drop, is it an occasion to add more shares?

Thanks!

Frank

Upvote 9

Read Answer Asked by Francois on March 27, 2024

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Is there any possibility of obtaining any settlement from the class action suit.

Thanks

Upvote 2

Read Answer Asked by Thomas on March 27, 2024

• NetApp Inc. (NTAP $120.22)
  • $120.22 P/E (TTM): 20.17X Cap: $24.31B
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Q: Been a few years since NTAP was written about on here can you please provide some analysis? Thank you.

Upvote 1

Read Answer Asked by MG on March 27, 2024

Q: Is there a way to short DIGITAL WORLD ACQUISITION, the company that has acquired Truth Social?

Upvote 2

Read Answer Asked by Philip on March 27, 2024