Investment Q&A

• Nutrien Ltd. (NTR $75.82)
  • $75.82 P/E (TTM): 54.4X Cap: $37.32B
  • View NTR Profile
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Q: Peter and team,
I am going to require cash in a year for estate planning purposes. My plan is to take cash slowly over the year from my winning stocks and put it into PSA until required. My only losing stock is NTR. Would you recommend selling it now because it is most likely dead money or hold with a good chance there may be a bounce in the coming year.

Thanks so much

Cathy

Upvote 5

Read Answer Asked by Cathy on February 08, 2024

• Nike Inc. (NKE $73.78)
  • $73.78 P/E (TTM): 34.94X Cap: $109.80B
  • View NKE Profile
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• lululemon athletica inc. (LULU $187.34)
  • $187.34 P/E (TTM): 13.37X Cap: $21.92B
  • View LULU Profile
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Q: Between LULU & NKE, which do you prefer and why?

Upvote 2

Read Answer Asked by Harvey on February 08, 2024

• Dynamic Active Enhanced Yield Covered Options ETF (DXQ $26.75)
  • $26.75 P/E (TTM): 68.94X Cap: $448M
  • View DXQ Profile
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Q: This ETF lists itself as on the low side for risk. It has a nice dividend yield, but most of the stocks it holds seem to be big name techs. It says on the site that it rights puts for downside protection but I have no idea how much protection that is if there was a market downturn. I'm betting you do. I want to buy this for the 'fairly safe/high yield' part of my portfolio. How would this compare in risk to something like the big banks, pipelines or utilities?

Upvote 3

Read Answer Asked by John on February 08, 2024

• Amazon.com Inc. (AMZN $223.26)
  • $223.26 P/E (TTM): 36.21X Cap: $2.37T
  • View AMZN Profile
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• Crocs Inc. (CROX $74.72)
  • $74.72 P/E (TTM): 6.44X Cap: $4.17B
  • View CROX Profile
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• CrowdStrike Holdings Inc. (CRWD $424.53)
  • $424.53 Cap: $105.93B
  • View CRWD Profile
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• Vertiv Holdings LLC Class A (VRT $139.98)
  • $139.98 P/E (TTM): 81.25X Cap: $53.22B
  • View VRT Profile
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• Celsius Holdings Inc. (CELH $51.39)
  • $51.39 P/E (TTM): 129.52X Cap: $12.91B
  • View CELH Profile
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Q: I hold a U.S.$ portfolio of 9 stocks geared to growth - all of which are doing well, in large measure to 5i questions/answers/ comments/suggestions. Thank you for providing such a beneficial service. I have just lightened up on Crowd and would like to add the proceeds to one of the other existing stocks that are at lower percentage holdings (CELH @ 1% , CROX @ 1.5%, Amazon @ 2.2%) . Your thoughts would be appreciated.

Upvote 20

Read Answer Asked by Alexandra on February 08, 2024

• Enghouse Systems Limited (ENGH $22.50)
  • $22.50 P/E (TTM): 15.99X Cap: $1.22B
  • View ENGH Profile
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Q: I have this in a registered account. Do you see a better oportunity. looking for capital growth more than revenues. what would you suggest, sector not imprtant.
Thank you

Upvote 3

Read Answer Asked by francois on February 08, 2024

• Amgen Inc. (AMGN $286.83)
  • $286.83 P/E (TTM): 25.95X Cap: $153.27B
  • View AMGN Profile
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• Eli Lilly and Company (LLY $631.85)
  • $631.85 P/E (TTM): 60.73X Cap: $607.36B
  • View LLY Profile
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• Novo Nordisk A/S (NVO $50.46)
  • $50.46 P/E (TTM): 12.8X Cap: $363.68B
  • View NVO Profile
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Q: From the media: “ Amgen stock slouched Wednesday after a Lilly exec called the company's early-stage test results for a weight-loss drug "a bit underwhelming."

Huh? What did they expect a competitor to say? I thought the quarterly results were good and the new drug seems quite promising.

What is 5i's take on the AMGN recent quarter (which beat) and future prospects? Wouldn’t it be better to buy AMGN after the sell-off than pay the overhyped price commanded by LLY?

Upvote 1

Read Answer Asked by David on February 08, 2024

• Enbridge Inc. (ENB $64.89)
  • $64.89 P/E (TTM): 22.71X Cap: $141.17B
  • View ENB Profile
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• Cenovus Energy Inc. (CVE $20.46)
  • $20.46 P/E (TTM): 14.36X Cap: $36.87B
  • View CVE Profile
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Q: What is the estimate for this quarter on enbridge? Your thoughts on the next 1 to 2 years for cve? cheers
Further to my question on enb re quarterly earnings on the 9th. The stock is down the last week and traded over 15 million shares today. Would this possibly be an indication of a not so good earnings? cheers

Upvote 10

Read Answer Asked by kenneth on February 08, 2024

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.19)
  • $10.19 P/E (TTM): 19.38X Cap: $687M
  • View RAY.A Profile
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Q: What do you think of their quarter and past year numbers? Starting to build some good numbers that are sustainable? Would you hold it for a while if the goal is to invest in dividend stocks that have growth.

Upvote 1

Read Answer Asked by Stephen on February 08, 2024

• Broadcom Inc. (AVGO $305.81)
  • $305.81 P/E (TTM): 112.99X Cap: $1.42T
  • View AVGO Profile
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• Cisco Systems Inc. (CSCO $71.27)
  • $71.27 P/E (TTM): 28.25X Cap: $276.80B
  • View CSCO Profile
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• Alphabet Inc. (GOOG $202.95)
  • $202.95 P/E (TTM): 21.98X Cap: $2.38T
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• Intel Corporation (INTC $19.76)
  • $19.76 Cap: $86.53B
  • View INTC Profile
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• AbbVie Inc. (ABBV $198.01)
  • $198.01 P/E (TTM): 83.89X Cap: $351.29B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $631.85)
  • $631.85 P/E (TTM): 60.73X Cap: $607.36B
  • View LLY Profile
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• Oracle Corporation (ORCL $249.64)
  • $249.64 P/E (TTM): 59.09X Cap: $700.49B
  • View ORCL Profile
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• Pfizer Inc. (PFE $24.45)
  • $24.45 P/E (TTM): 17.34X Cap: $137.76B
  • View PFE Profile
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Q: Held Cisco,Oracle,Pfizer,intel,for many years now. is it time to cut the umbilical cord? i am 82 but still continue to invest.What U.S. stocks should i consider replacing them with?

Upvote 3

Read Answer Asked by Sy on February 08, 2024

• Dollarama Inc. (DOL $191.82)
  • $191.82 P/E (TTM): 44.29X Cap: $53.51B
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• TerraVest Industries Inc. (TVK $160.29)
  • $160.29 P/E (TTM): 39.38X Cap: $3.09B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $130.82)
  • $130.82 P/E (TTM): 19.01X Cap: $1.57B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $71.84)
  • $71.84 P/E (TTM): 36.64X Cap: $8.35B
  • View ATZ Profile
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• WELL Health Technologies Corp. (WELL $4.88)
  • $4.88 Cap: $1.19B
  • View WELL Profile
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.71)
  • $8.71 P/E (TTM): 5.1X Cap: $245M
  • View DRX Profile
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Q: Hi guys,

I have the following stocks inside my portfolio all around the 1.5%. I have some additional cash available to invest inside a "balance" portfolio. Please rank them for a 3 year hold.
DRX, ATZ, DOL, HPS.A, TVK and WELL.

Thanks,

Jim

Upvote 11

Read Answer Asked by jim on February 08, 2024

• Lumine Group Inc. (LMN $52.21)
  • $52.21 Cap: $13.49B
  • View LMN Profile
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Q: You replied to an earlier question "In the first nine months of 2023, LMN revenue rose 86%, almost all (ex 1%) from acquisitions. "
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter

Upvote 13

Read Answer Asked by Peter on February 08, 2024

• Constellation Software Inc. (CSU $4,710.01)
  • $4,710.01 P/E (TTM): 98.64X Cap: $98.54B
  • View CSU Profile
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Q: Hi, Any comments/read between the lines, on the US$ 1 Billion Private Offering of Senior Notes, announced by the company, Today ? Could this be the reason for the weakness in the stock this week ? Thank You

Upvote 4

Read Answer Asked by rajeev on February 08, 2024

• Meta Platforms Inc. (META $764.89)
  • $764.89 P/E (TTM): 30.18X Cap: $1.91T
  • View META Profile
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• NVIDIA Corporation (NVDA $182.80)
  • $182.80 P/E (TTM): 57.88X Cap: $4.41T
  • View NVDA Profile
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.32)
  • $162.32 P/E (TTM): 72.82X Cap: $2.49B
  • View ZQQ Profile
  • View Questions on ZQQ
• Invesco S&P 500 Equal Weight ETF (RSP $183.25)
  • $183.25 P/E (TTM): 45.26X Cap: $71.68B
  • View RSP Profile
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• Super Micro Computer Inc. (SMCI $45.63)
  • $45.63 P/E (TTM): 25.57X Cap: $27.85B
  • View SMCI Profile
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• Arm Holdings plc (ARM $138.26)
  • $138.26 P/E (TTM): 181.49X Cap: $143.60B
  • View ARM Profile
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Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• Amazon.com Inc. (AMZN $223.26)
  • $223.26 P/E (TTM): 36.21X Cap: $2.37T
  • View AMZN Profile
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• Costco Wholesale Corporation (COST $982.77)
  • $982.77 P/E (TTM): 56.57X Cap: $433.47B
  • View COST Profile
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• Intuitive Surgical Inc. (ISRG $470.60)
  • $470.60 P/E (TTM): 69.41X Cap: $168.41B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $5,400.61)
  • $5,400.61 P/E (TTM): 34.52X Cap: $176.05B
  • View BKNG Profile
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• Eli Lilly and Company (LLY $631.85)
  • $631.85 P/E (TTM): 60.73X Cap: $607.36B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $104.20)
  • $104.20 P/E (TTM): 44.17X Cap: $822.94B
  • View WMT Profile
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• lululemon athletica inc. (LULU $187.34)
  • $187.34 P/E (TTM): 13.37X Cap: $21.92B
  • View LULU Profile
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• Consumer Discretionary Select Sector SPDR (XLY $224.32)
  • $224.32 P/E (TTM): 56.81X Cap: $22.46B
  • View XLY Profile
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• Vanguard Health Care ETF (VHT $240.27)
  • $240.27 P/E (TTM): 62.55X Cap: $14.83B
  • View VHT Profile
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• Vanguard Consumer Staples ETF (VDC $222.74)
  • $222.74 P/E (TTM): 35.69X Cap: $7.84B
  • View VDC Profile
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Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Upvote 9

Read Answer Asked by Trevor on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $21.20)
  • $21.20 P/E (TTM): 74.48X Cap: $657M
  • View TXF Profile
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Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• Eli Lilly and Company (LLY $631.85)
  • $631.85 P/E (TTM): 60.73X Cap: $607.36B
  • View LLY Profile
  • View Questions on LLY
• Vertiv Holdings LLC Class A (VRT $139.98)
  • $139.98 P/E (TTM): 81.25X Cap: $53.22B
  • View VRT Profile
  • View Questions on VRT

Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Upvote 2

Read Answer Asked by Mark on February 08, 2024

• iShares Russell 2000 Growth ETF (IWO $291.83)
  • $291.83 P/E (TTM): 4.55X Cap: $11.71B
  • View IWO Profile
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• Global X S&P 500 Index Corporate Class ETF (HXS $90.29)
  • $90.29 Cap: $4.61B
  • View HXS Profile
  • View Questions on HXS
• iShares Core Canadian Universe Bond Index ETF (XBB $28.14)
  • $28.14 Cap: $8.18B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.50)
  • $44.50 P/E (TTM): 5.94X Cap: $18.05B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.16)
  • $38.16 P/E (TTM): 5.74X Cap: $985M
  • View CDZ Profile
  • View Questions on CDZ

Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC $35.87)
  • $35.87 P/E (TTM): 1.92X Cap: $20M
  • View BGC Profile
  • View Questions on BGC

Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

Q: Can you explain how National Bank is offering commission-free trades?
Will the bank earn its money from market making?
Or are they lending out the securities in some way?

Upvote 3

Read Answer Asked by john on February 08, 2024

• PayPal Holdings Inc. (PYPL $67.79)
  • $67.79 P/E (TTM): 15.6X Cap: $65.17B
  • View PYPL Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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Q: I was wondering if you knew much about FedNow. Online it says it will not replace apps like Venmo or Cash App, as it will depend on if your bank and the bank you are sending to opt in. But why would a bank not opt in? It sounds like many banks are already gearing up to implement it this summer. Once fully implemented at US banks, will it be similar to Canadian e-transfers? Why would customers not use it for P2P payments, such as splitting a tab, if it is free, just we we do here in Canada? Thanks.

Upvote 4

Read Answer Asked by Kim on February 07, 2024