Investment Q&A

• Tenable Holdings Inc. (TENB $30.23)
  • $30.23 Cap: $3.62B
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• Crocs Inc. (CROX $80.32)
  • $80.32 P/E (TTM): 21.53X Cap: $4.38B
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• CECO Environmental Corp. (CECO $48.89)
  • $48.89 P/E (TTM): 33.95X Cap: $1.72B
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• Aspen Aerogels Inc. (ASPN $6.84)
  • $6.84 Cap: $563M
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• TransMedics Group Inc. (TMDX $122.29)
  • $122.29 P/E (TTM): 62.97X Cap: $4.16B
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Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.

Thanks,
Terry

Upvote 24

Read Answer Asked by Terry on July 18, 2024

• ASML Holding N.V. (ASML $932.15)
  • $932.15 P/E (TTM): 41.29X Cap: $366.59B
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Q: Greetings 5i,

Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.

Upvote 3

Read Answer Asked by Glenn on July 18, 2024

• iShares Russell 2000 Growth ETF (IWO $322.41)
  • $322.41 P/E (TTM): 21.57X Cap: $13.02B
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• ISHARES TRUST (IJT $142.13)
  • $142.13 P/E (TTM): 19.23X Cap: $6.31B
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Q: Just wondering if i am a bit late for the small cap party? If I were to increase my holdings, which of the above do you think is best? Or, is there anoter etf that you would recommend?
With appreciation

Upvote 2

Read Answer Asked by joseph on July 18, 2024

Q: Morning 5i Team,

May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?

Cheers,
H

Upvote 11

Read Answer Asked by Harry on July 18, 2024

• Heico Corporation (HEI $318.75)
  • $318.75 P/E (TTM): 74.3X Cap: $44.37B
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• Heico Corporation (HEI.A $249.13)
  • $249.13 P/E (TTM): 74.3X Cap: $44.37B
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Q: Hi 5i,
Both are supposed to be economically equivalent, with the A shares having 1/10 the voting power. I would think that the A shares would be more liquid, but that is not the case. The premium for the regular common (non-A) is much larger. I currently have the non-A class; would it make sense to sell and by the A class to capture the premium? Or am I just overthinking it?

TIA

Upvote 2

Read Answer Asked by Wayne on July 18, 2024

• Intuitive Surgical Inc. (ISRG $438.72)
  • $438.72 P/E (TTM): 61.1X Cap: $157.27B
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• Micron Technology Inc. (MU $162.73)
  • $162.73 P/E (TTM): 29.22X Cap: $182.11B
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• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.99X Cap: $4.29T
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• Advanced Micro Devices Inc. (AMD $157.39)
  • $157.39 P/E (TTM): 89.94X Cap: $255.41B
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• Axon Enterprise Inc. (AXON $774.53)
  • $774.53 P/E (TTM): 191.53X Cap: $60.80B
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• Vertiv Holdings LLC Class A (VRT $143.60)
  • $143.60 P/E (TTM): 68.71X Cap: $54.83B
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• Trane Technologies plc (TT $406.58)
  • $406.58 P/E (TTM): 32.27X Cap: $90.47B
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Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks

Upvote 8

Read Answer Asked by Bruce on July 18, 2024

• Restaurant Brands International Inc. (QSR $87.89)
  • $87.89 P/E (TTM): 24.06X Cap: $39.99B
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• Alaris Equity Partners Income Trust (AD.UN $19.39)
  • $19.39 P/E (TTM): 6.36X Cap: $880M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.84)
  • $6.84 P/E (TTM): 22.06X Cap: $729M
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• First National Financial Corporation (FN $48.15)
  • $48.15 P/E (TTM): 15.79X Cap: $2.88B
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Q: How would you rank these for overall return for a TFSA and a cash account? Would you buy them are their current prices?

Upvote 2

Read Answer Asked by David on July 18, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.36)
  • $8.36 P/E (TTM): 5.01X Cap: $234M
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• Docebo Inc. (DCBO $41.42)
  • $41.42 P/E (TTM): 42.77X Cap: $1.18B
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Q: Which would you prefer going forward at today's prices?

Upvote 6

Read Answer Asked by Rick on July 18, 2024

• iShares Russell 2000 Growth ETF (IWO $322.41)
  • $322.41 P/E (TTM): 21.57X Cap: $13.02B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $44.40)
  • $44.40 P/E (TTM): 0.19X Cap: $551M
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• SPDR S&P 500 ETF Trust (SPY $663.70)
  • $663.70 P/E (TTM): 26.87X Cap: $669.99B
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• iShares MSCI India ETF (INDA $53.94)
  • $53.94 P/E (TTM): 33.15X Cap: $9.48B
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Q: I am looking for income and some growth,but income is more important. With that in mind what are favorite ETFs in the following areas ?
International ,excluding North America
US small cap.
India
US large cap.
Thank you,
Philip

Upvote 2

Read Answer Asked by Philip on July 18, 2024

• BMO S&P 500 Index ETF (ZSP $100.69)
  • $100.69 P/E (TTM): 26.6X Cap: $19.84B
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Q: I am retired and want to buy a hedged ETF for either Nasdaq or the S&P 500. Which do you recommend and why?

Upvote 8

Read Answer Asked by Ron on July 18, 2024

• Weyerhaeuser Company (WY $24.10)
  • $24.10 P/E (TTM): 65.14X Cap: $17.38B
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• Canfor Corporation (CFP $13.15)
  • $13.15 Cap: $1.55B
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• West Fraser Timber Co. Ltd (WFG $71.98)
  • $71.98 Cap: $5.61B
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Q: Of these 3 companies, which one do you feel that has the most upside potential. I would appreciate if you would give some insight for your pick.



Earl

Upvote 2

Read Answer Asked by Earl on July 18, 2024

• Constellation Software Inc. (CSU $4,417.32)
  • $4,417.32 P/E (TTM): 109.08X Cap: $93.60B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.93X Cap: $274.94B
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Q: I almost gag a putting these two in the same question. Could you please provide a comparison of compensation for the two CEOs?

Upvote 15

Read Answer Asked by Danny-boy on July 18, 2024

• Celestica Inc. (CLS $349.84)
  • $349.84 P/E (TTM): 56.32X Cap: $40.24B
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Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Upvote 3

Read Answer Asked by kenneth on July 18, 2024

• Broadcom Inc. (AVGO $344.94)
  • $344.94 P/E (TTM): 87.99X Cap: $1.62T
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• Meta Platforms Inc. (META $778.38)
  • $778.38 P/E (TTM): 28.24X Cap: $1.95T
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• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 27.21X Cap: $3.08T
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• Alphabet Inc. (GOOGL $254.72)
  • $254.72 P/E (TTM): 27.16X Cap: $3.08T
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• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.99X Cap: $4.29T
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Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Upvote 8

Read Answer Asked by Carlo on July 18, 2024

• Starbucks Corporation (SBUX $84.56)
  • $84.56 P/E (TTM): 36.45X Cap: $96.11B
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Q: Can you tell me what analysts are expecting for Starbucks' upcoming earnings on the 30th?

Also do they break out expectations by how much same store US sales they are expecting?

Any and all details appreciated.

Upvote 1

Read Answer Asked by Max on July 18, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.51)
  • $28.51 Cap: $8.41B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $19.03)
  • $19.03 Cap: $860M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.95)
  • $16.95 Cap: $878M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $13.22)
  • $13.22 Cap: $190M
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Q: Can you please recommend 3 bond ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 2

Read Answer Asked by Ron on July 18, 2024

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $65.31)
  • $65.31 P/E (TTM): 8.46X Cap: $2.76B
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Q: Hi, stock popped yesterday but I'm not seeing a reason to explain such a move, notwithstanding a secular rotation is on again, and results were posted last week. RCI?

Upvote 1

Read Answer Asked by Darren on July 18, 2024

• Robert Half Inc Com (RHI $34.47)
  • $34.47 P/E (TTM): 19.7X Cap: $3.53B
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Q: The price of RHI was declining over the past year but has been going sideways recently. Where do you see the price going from here.
Thanks for your thoughts.
Ian

Upvote 1

Read Answer Asked by Ian on July 17, 2024

• KKR & Co. Inc. (KKR $148.92)
  • $148.92 P/E (TTM): 70.91X Cap: $132.68B
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• Builders FirstSource Inc. (BLDR $124.15)
  • $124.15 P/E (TTM): 18.84X Cap: $15.49B
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• Axon Enterprise Inc. (AXON $774.53)
  • $774.53 P/E (TTM): 191.53X Cap: $60.80B
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• Lithium Americas Corp. (LAC $3.25)
  • $3.25 Cap: $793M
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• SPX Technologies Inc. (SPXC $188.04)
  • $188.04 P/E (TTM): 42.16X Cap: $8.68B
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Q: The markets are showing signs of change.
Kindly order these stocks in order of growth opportunity. Do you think that LAC has begun a turnaround, that it is worth investing in now?
Thank you!

Upvote 2

Read Answer Asked by Catherine on July 17, 2024

• Home Depot Inc. (The) (HD $415.69)
  • $415.69 P/E (TTM): 28.22X Cap: $413.77B
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• Lowe's Companies Inc. (LOW $265.20)
  • $265.20 P/E (TTM): 21.94X Cap: $148.72B
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• McDonald's Corporation (MCD $302.38)
  • $302.38 P/E (TTM): 25.91X Cap: $215.77B
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• Altria Group Inc. (MO $64.89)
  • $64.89 P/E (TTM): 12.56X Cap: $109B
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• Dollarama Inc. (DOL $189.66)
  • $189.66 P/E (TTM): 41.96X Cap: $52.41B
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• Domino's Pizza Inc (DPZ $428.71)
  • $428.71 P/E (TTM): 24.9X Cap: $14.55B
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Q: Is the negative book value a concern for the company. I see some online people claiming the stock is undervalued, however, how can that be if it has a negative book value. Is the dividend safe?

Upvote 5

Read Answer Asked by Dominic on July 17, 2024