Investment Q&A

• NVIDIA Corporation (NVDA $183.61)
  • $183.61 P/E (TTM): 56.99X Cap: $4.46T
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• Booking Holdings Inc. (BKNG $5,457.13)
  • $5,457.13 P/E (TTM): 37.96X Cap: $176.86B
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• Eli Lilly and Company (LLY $754.95)
  • $754.95 P/E (TTM): 49.15X Cap: $714.52B
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Q: Hi Group can you please give me your top 3 picks for TSFA ( I am 74 years old but do nor require a dividend unless it fits with your recommendations ( i also have room for $50,000 Cad)

also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated

Upvote 46

Read Answer Asked by Terence on July 11, 2024

• NVIDIA Corporation (NVDA $183.61)
  • $183.61 P/E (TTM): 56.99X Cap: $4.46T
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Q: Do you think Nvidia and which other AI stocks are buyable today? I know it is very hard to predict, but just your opinion? I fully understand it is just in your opinion.

Upvote 15

Read Answer Asked by Nizar on July 11, 2024

• Vermilion Energy Inc. (VET $10.67)
  • $10.67 Cap: $1.64B
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Q: Hi, I am down quite bit on this one. What is your favourite midcap at this time to replace it with. Thanks and Greetings, Peter.

Upvote 3

Read Answer Asked by peter on July 11, 2024

• Exchange Income Corporation (EIF $72.68)
  • $72.68 P/E (TTM): 28.81X Cap: $3.74B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.67)
  • $24.67 P/E (TTM): 17.76X Cap: $804M
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• Harvest Tech Achievers Growth & Income ETF (HTA $19.67)
  • $19.67 P/E (TTM): 33.69X Cap: $725M
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Q: hi 5i, if picking one (today) which one would you choose , for my RRSP.
thanks

Upvote 6

Read Answer Asked by Fernando on July 11, 2024

• Starbucks Corporation (SBUX $85.29)
  • $85.29 P/E (TTM): 36.45X Cap: $96.11B
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Q: Thoughts on SBUX at current prices?

Upvote 4

Read Answer Asked by Joe on July 11, 2024

• Nutrien Ltd. (NTR $78.80)
  • $78.80 P/E (TTM): 182.19X Cap: $37.96B
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Q: I did slightly increase this position.. Is there still a potential though for this Cie and fertilizers, considering world demand , and Cie financials, would you consider a better option in the sector,a hold,buy or a sell ? many thanks

Upvote 8

Read Answer Asked by Jean-Yves on July 11, 2024

• Xtract One Technologies Inc. Common Share Purchase Warrants (XTRA.WT $0.26)
  • $0.26 Cap: $43M
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Q: what is the exercise price on the warrants which expire 24 April 2027? How many warrants at what price will purchase one common share? Thank you

Upvote 1

Read Answer Asked by Patricia on July 11, 2024

• lululemon athletica inc. (LULU $173.41)
  • $173.41 P/E (TTM): 11.58X Cap: $19.24B
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Q: Is this a good entry point for LULU?

Upvote 7

Read Answer Asked by Gary on July 11, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.27)
  • $217.27 P/E (TTM): 85.93X Cap: $282.31B
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Q: What’s happening with SHOP? It’s spinning it’s wheels and slowly losing traction. What will it take to get the price moving up? When does it next report and what does 5i expect? Is it still one of your favourites or is it gradually moving to the sidelines?

Upvote 17

Read Answer Asked on July 11, 2024

• Dye & Durham Limited (DND $8.73)
  • $8.73 Cap: $598M
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Q: HI 5i,

Would appreciate your thoughts on the recent back and forth letters better OneMove/Engine and DND's board. Have you seem similar scenarios with other companies in the past and have they resulted in positive outcomes?

Thank you in advance,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on July 11, 2024

• Palantir Technologies Inc. (PLTR $179.33)
  • $179.33 P/E (TTM): 607.97X Cap: $432.69B
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Q: Do you think now is too late to get into Pltr? I worry about valuation but it seems to have a lot of potential. Thank you,

Jason

Upvote 7

Read Answer Asked by Jason on July 11, 2024

• Bank of Nova Scotia (The) (BNS $89.06)
  • $89.06 P/E (TTM): 17.23X Cap: $111.24B
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Q: What do you think are the chances (if any) for a significant recovery in BNS in the next 6 months ?? Thanks Jim

Upvote 13

Read Answer Asked by jim on July 11, 2024

• JPMorgan Chase & Co. (JPM $312.44)
  • $312.44 P/E (TTM): 16.14X Cap: $859.13B
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• Morgan Stanley (MS $160.71)
  • $160.71 P/E (TTM): 18.09X Cap: $256.54B
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• Prudential Financial Inc. (PRU $102.85)
  • $102.85 P/E (TTM): 22.82X Cap: $36.46B
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Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on July 11, 2024

• Apple Inc. (AAPL $256.08)
  • $256.08 P/E (TTM): 37.25X Cap: $3.80T
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• Adobe Inc. (ADBE $364.08)
  • $364.08 P/E (TTM): 23.47X Cap: $154.44B
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• Meta Platforms Inc. (META $765.16)
  • $765.16 P/E (TTM): 28.24X Cap: $1.92T
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• Alphabet Inc. (GOOG $252.88)
  • $252.88 P/E (TTM): 27.21X Cap: $3.08T
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• NVIDIA Corporation (NVDA $183.61)
  • $183.61 P/E (TTM): 56.99X Cap: $4.46T
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• Celestica Inc. (CLS $352.41)
  • $352.41 P/E (TTM): 56.32X Cap: $40.24B
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• Arista Networks Inc. (ANET $145.40)
  • $145.40 P/E (TTM): 58.67X Cap: $182.74B
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• Pure Storage Inc. Class A (PSTG $87.85)
  • $87.85 P/E (TTM): 209.21X Cap: $28.87B
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• Super Micro Computer Inc. (SMCI $46.87)
  • $46.87 P/E (TTM): 27.27X Cap: $27.85B
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• Dell Technologies Inc. Class C (DELL $135.69)
  • $135.69 P/E (TTM): 18.96X Cap: $88.71B
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• CrowdStrike Holdings Inc. (CRWD $493.14)
  • $493.14 Cap: $126.11B
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• Vertiv Holdings LLC Class A (VRT $151.96)
  • $151.96 P/E (TTM): 68.71X Cap: $58.02B
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• Palantir Technologies Inc. (PLTR $179.33)
  • $179.33 P/E (TTM): 607.97X Cap: $432.69B
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• C3.ai Inc. Class A (AI $18.51)
  • $18.51 Cap: $2.55B
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Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.

Upvote 19

Read Answer Asked by Esther on July 11, 2024

• iShares Russell 2000 ETF (IWM $244.39)
  • $244.39 P/E (TTM): 16.94X Cap: $70.47B
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• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.86)
  • $25.86 P/E (TTM): 8.91X Cap: $560M
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• ISHARES TRUST (IJT $142.74)
  • $142.74 P/E (TTM): 19.23X Cap: $6.33B
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Q: i would like to increase my US equity exposure which largely consists of VUN and VIG currently. I don't have a specific small cap holding but feel the lagging performance might indicate it is a good time to buy TQSM. Would you advocate buying now or waiting until October?
Thanks.

Upvote 6

Read Answer Asked by richard on July 11, 2024

Q: I have a research report for North American O&G producers, large or SMID. It includes the following ‘scatter plot’ graphs.

• EV/EBITDA vs 2025E Levered FCF Yield
• EV/EBITDA vs 2025E D/CF
• EV/EBITDA vs 2025E ROCE
• 2025 CFPS vs Strip & Consensus

How would you rank or use these graphs to evaluate a company ? Thanks.

Upvote 2

Read Answer Asked by Denise on July 11, 2024

• Apple Inc. (AAPL $256.08)
  • $256.08 P/E (TTM): 37.25X Cap: $3.80T
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• BlackBerry Limited (BB $6.09)
  • $6.09 Cap: $3.46B
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• Ulta Beauty Inc. (ULTA $518.16)
  • $518.16 P/E (TTM): 20.39X Cap: $23.23B
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• Pure Storage Inc. Class A (PSTG $87.85)
  • $87.85 P/E (TTM): 209.21X Cap: $28.87B
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• CrowdStrike Holdings Inc. (CRWD $493.14)
  • $493.14 Cap: $126.11B
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Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,

Jason

Upvote 10

Read Answer Asked by Jason on July 11, 2024

• ARC Resources Ltd. (ARX $25.09)
  • $25.09 P/E (TTM): 5.87X Cap: $14.67B
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Q: Arx. Has been weak since mid April..thoughts?

Upvote 3

Read Answer Asked by Kim on July 11, 2024

• Mastercard Incorporated (MA $584.49)
  • $584.49 P/E (TTM): 39.39X Cap: $528.08B
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Q: I would like to double my 2% position in MA to 4%. Does the recent pullback represent good value for a 3 year hold. I am more focused on conservative growth. Thank you

Upvote 3

Read Answer Asked by Richard on July 11, 2024

• Superior Plus Corp. (SPB $7.69)
  • $7.69 P/E (TTM): 31.51X Cap: $1.72B
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Q: What is the estimated cash flow for 2024, in CDN?
Is the recent departure of an executive all that significant?
This one has really been drifting lower.

Upvote 5

Read Answer Asked by john on July 11, 2024