Investment Q&A

• Marriott International (MAR $310.16)
  • $310.16 P/E (TTM): 32.36X Cap: $82.33B
  • View MAR Profile
  • View Questions on MAR
• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 34.82X Cap: $173.86B
  • View BKNG Profile
  • View Questions on BKNG
• Delta Air Lines Inc. (DAL $71.06)
  • $71.06 P/E (TTM): 9.88X Cap: $46.39B
  • View DAL Profile
  • View Questions on DAL
• Southwest Airlines Company (LUV $41.26)
  • $41.26 P/E (TTM): 59.03X Cap: $21.33B
  • View LUV Profile
  • View Questions on LUV
• Hilton Worldwide Holdings Inc. (HLT $292.25)
  • $292.25 P/E (TTM): 41.69X Cap: $66.43B
  • View HLT Profile
  • View Questions on HLT

Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?

Upvote 0

Read Answer Asked by Bryan on September 14, 2023

Q: Hi Peter/Ryan I received 3 RTS Constellation Software Inc. 9/29/23 in my account. What are these and what do I do with them. Thanks, Nick

Upvote 0

Read Answer Asked by Nick on September 14, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $37.02)
  • $37.02 Cap: $24.35B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.93)
  • $47.93 P/E (TTM): 53.12X Cap: $22.10B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.55X Cap: $140.26B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.49X Cap: $116B
  • View BAM Profile
  • View Questions on BAM

Q: I currently own full positions in BEP.UN and BIP.UN in a diversified dividend income portfolio. I have considered buying BN as well, but am not sure that increasing my Brookfield concentration is warranted. What are your views?
Thanks.

Upvote 0

Read Answer Asked by richard on September 14, 2023

• Topicus.com Inc. (TOI $125.99)
  • $125.99 P/E (TTM): 1030.54X Cap: $10.69B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $27.08)
  • $27.08 P/E (TTM): 100.56X Cap: $6.94B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Wondering whether you/we as a DYI, can find out if there any acquisitions going on in the above or any companies really during any quarter or do you have to wait until the next quarterly or possibly annual report?
Thanks
Jeff

Upvote 0

Read Answer Asked by JEFF on September 14, 2023

• Laurentian Bank of Canada (LB $40.00)
  • $40.00 P/E (TTM): 14.07X Cap: $1.78B
  • View LB Profile
  • View Questions on LB

Q: Good Morning all,
Have had this bank in my TFSA for awhile and was waiting for some movement. However now it is looking desastrous. Do I bite the bullet now or wait for it to settle up? Some are saying the stock has an intrinsic value of close to $50 and therefore should head back toward that value. In your valued opinion, is this stock a hold or a sell?
Thank you.

Upvote 0

Read Answer Asked by Roger on September 14, 2023

• Laurentian Bank of Canada (LB $40.00)
  • $40.00 P/E (TTM): 14.07X Cap: $1.78B
  • View LB Profile
  • View Questions on LB

Q: is it a buy at this price

Upvote 0

Read Answer Asked by lynn on September 14, 2023

• Yerbae Brands Corp. (YERB.U $0.08)
  • $0.08 Cap: $5M
  • View YERB.U Profile
  • View Questions on YERB.U

Q: This was a top pick on Market Call. It was compared to Celsius Holding in its early days. Do you see this as a hold buy or sell.

Thankyou

Upvote 0

Read Answer Asked by patricia on September 14, 2023

• RTX Corporation (RTX $182.01)
  • $182.01 P/E (TTM): 36.61X Cap: $244.03B
  • View RTX Profile
  • View Questions on RTX

Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

Upvote 0

Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $126.42)
  • $126.42 P/E (TTM): 16.05X Cap: $83.77B
  • View DELL Profile
  • View Questions on DELL

Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Upvote 1

Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $349.25)
  • $349.25 P/E (TTM): 33.92X Cap: $672.55B
  • View V Profile
  • View Questions on V

Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

Upvote 0

Read Answer Asked by Dan on September 14, 2023

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $22.68)
  • $22.68 P/E (TTM): 11.2X Cap: $1.89B
  • View TCL.A Profile
  • View Questions on TCL.A
• BMO Aggregate Bond Index ETF (ZAG $13.76)
  • $13.76 Cap: $12.11B
  • View ZAG Profile
  • View Questions on ZAG

Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?

Upvote 1

Read Answer Asked by Serge on September 14, 2023

• Blue Owl Capital Corporation (OBDC $12.65)
  • $12.65 P/E (TTM): 9.01X Cap: $6.46B
  • View OBDC Profile
  • View Questions on OBDC

Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

Upvote 0

Read Answer Asked by DANIEL on September 14, 2023

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: What is happening with DND this morning - down 20%

Many thanks,

Marie

Upvote 0

Read Answer Asked by Marie on September 14, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 23.49X Cap: $1.95B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?

Upvote 0

Read Answer Asked by JR on September 14, 2023

• Broadcom Inc. (AVGO $340.36)
  • $340.36 P/E (TTM): 84.15X Cap: $1.61T
  • View AVGO Profile
  • View Questions on AVGO
• UnitedHealth Group Incorporated (DE) (UNH $327.42)
  • $327.42 P/E (TTM): 17.12X Cap: $296.58B
  • View UNH Profile
  • View Questions on UNH
• Zoetis Inc. Class A (ZTS $122.24)
  • $122.24 P/E (TTM): 20.67X Cap: $53.87B
  • View ZTS Profile
  • View Questions on ZTS
• Toronto-Dominion Bank (The) (TD $127.99)
  • $127.99 P/E (TTM): 10.9X Cap: $218.50B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $64.30)
  • $64.30 P/E (TTM): 24.64X Cap: $140.25B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Restaurant Brands International Inc. (QSR $96.65)
  • $96.65 P/E (TTM): 24.97X Cap: $43.80B
  • View QSR Profile
  • View Questions on QSR
• ATCO Ltd. Class I Non-voting Shares (ACO.X $55.18)
  • $55.18 P/E (TTM): 14.51X Cap: $6.18B
  • View ACO.X Profile
  • View Questions on ACO.X
• TMX Group Limited (X $52.08)
  • $52.08 P/E (TTM): 31.27X Cap: $14.48B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Domino's Pizza Inc (DPZ $431.51)
  • $431.51 P/E (TTM): 25.21X Cap: $14.57B
  • View DPZ Profile
  • View Questions on DPZ
• Pool Corporation (POOL $232.01)
  • $232.01 P/E (TTM): 21.51X Cap: $8.64B
  • View POOL Profile
  • View Questions on POOL

Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Upvote 0

Read Answer Asked by Regan on September 14, 2023

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
  • View ATVI Profile
  • View Questions on ATVI
• Nintendo Co (NTDOY)
  • View NTDOY Profile
  • View Questions on NTDOY
• NetEase Inc. (NTES $137.44)
  • $137.44 P/E (TTM): 20.75X Cap: $87.02B
  • View NTES Profile
  • View Questions on NTES
• Evolve Automobile Innovation Index Fund (CARS $26.32)
  • $26.32 P/E (TTM): 24.45X Cap: $16M
  • View CARS Profile
  • View Questions on CARS
• Evolve Cyber Security Index Fund (CYBR $52.95)
  • $52.95 P/E (TTM): 37.39X Cap: $161M
  • View CYBR Profile
  • View Questions on CYBR
• Evolve E-Gaming Index ETF (HERO $43.73)
  • $43.73 P/E (TTM): 97.27X Cap: $17M
  • View HERO Profile
  • View Questions on HERO
• Li Auto Inc. (LI $17.00)
  • $17.00 P/E (TTM): 15.03X Cap: $17.98B
  • View LI Profile
  • View Questions on LI
• XPeng Inc. American depositary shares each representing two Class A (XPEV $19.86)
  • $19.86 Cap: $18.87B
  • View XPEV Profile
  • View Questions on XPEV
• Fisker Inc. Class A (FSR)
  • Cap: $47M
  • View FSR Profile
  • View Questions on FSR
• Evolve Innovation Index Fund (EDGE $43.88)
  • $43.88 P/E (TTM): 29.39X Cap: $36M
  • View EDGE Profile
  • View Questions on EDGE

Q: thoughts about Evolve ETFs?

Upvote 0

Read Answer Asked by William on September 14, 2023

• Cadence Design Systems Inc. (CDNS $314.91)
  • $314.91 P/E (TTM): 81.42X Cap: $85.71B
  • View CDNS Profile
  • View Questions on CDNS
• Marvell Technology Inc. (MRVL $84.09)
  • $84.09 P/E (TTM): 29.64X Cap: $71.31B
  • View MRVL Profile
  • View Questions on MRVL
• Axcelis Technologies Inc. (ACLS $82.72)
  • $82.72 P/E (TTM): 19.18X Cap: $2.56B
  • View ACLS Profile
  • View Questions on ACLS
• Super Micro Computer Inc. (SMCI $31.11)
  • $31.11 P/E (TTM): 23.13X Cap: $18.57B
  • View SMCI Profile
  • View Questions on SMCI
• ASML Holding N.V. (ASML $1,056.02)
  • $1,056.02 P/E (TTM): 45.87X Cap: $415.31B
  • View ASML Profile
  • View Questions on ASML
• InMode Ltd. (INMD $14.36)
  • $14.36 Cap: $998M
  • View INMD Profile
  • View Questions on INMD
• Palantir Technologies Inc. (PLTR $193.38)
  • $193.38 P/E (TTM): 442.12X Cap: $460.90B
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. (SNOW $222.46)
  • $222.46 Cap: $76.12B
  • View SNOW Profile
  • View Questions on SNOW

Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

Upvote 0

Read Answer Asked by Catherine on September 14, 2023

• Agnico Eagle Mines Limited (AEM $241.50)
  • $241.50 P/E (TTM): 28.88X Cap: $121.40B
  • View AEM Profile
  • View Questions on AEM

Q: Do you think that this is worth hanging onto at a loss?

Upvote 0

Read Answer Asked by Catherine on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.55X Cap: $140.26B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.49X Cap: $116B
  • View BAM Profile
  • View Questions on BAM

Q: I am not sure if you or anyone at 5i had watched this but would you add anything more? The outlook seems very steady. https://www.youtube.com/watch?v=ip7E0xYxNUo

Upvote 0

Read Answer Asked by Kolbi on September 14, 2023

Q: If one sells a Sept put and buys it back at a loss does the 30 rule apply before you can sell another put (say Oct) on the same stock?

Upvote 0

Read Answer Asked by Lynda on September 14, 2023