Investment Q&A

• Amazon.com Inc. (AMZN $245.84)
  • $245.84 P/E (TTM): 35.11X Cap: $2.37T
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• Visa Inc. (V $340.23)
  • $340.23 P/E (TTM): 33.33X Cap: $669.33B
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Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Amazon.com Inc. (AMZN $245.84)
  • $245.84 P/E (TTM): 35.11X Cap: $2.37T
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• Airbnb Inc. (ABNB $125.87)
  • $125.87 P/E (TTM): 30.77X Cap: $78.51B
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Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?

Upvote 4

Read Answer Asked by Andrew on March 12, 2024

• Amazon.com Inc. (AMZN $245.84)
  • $245.84 P/E (TTM): 35.11X Cap: $2.37T
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• WSP Global Inc. (WSP $268.86)
  • $268.86 P/E (TTM): 44.27X Cap: $35.53B
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• Lumine Group Inc. (LMN $32.55)
  • $32.55 P/E (TTM): 124.27X Cap: $8.48B
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Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.24B
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 Cap: $6.73B
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Q: Do you have a couple of recommendations for safe ETFs that would be alternatives to money market mutual funds for Canadian funds? Thanks

Upvote 1

Read Answer Asked by Michael on March 12, 2024

• Snowflake Inc. (SNOW $267.56)
  • $267.56 Cap: $91.87B
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Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on March 12, 2024

• Baytex Energy Corp. (BTE $3.29)
  • $3.29 P/E (TTM): 6.91X Cap: $2.43B
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• Tamarack Valley Energy Ltd. (TVE $6.15)
  • $6.15 P/E (TTM): 13.15X Cap: $3.15B
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• Headwater Exploration Inc. (HWX $7.20)
  • $7.20 P/E (TTM): 9.4X Cap: $1.74B
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Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $7.20)
  • $7.20 P/E (TTM): 9.4X Cap: $1.74B
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Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024

• Waste Connections Inc. (WCN $235.18)
  • $235.18 P/E (TTM): 67.53X Cap: $61.57B
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• GFL Environmental Inc. subordinate voting shares (GFL $61.07)
  • $61.07 Cap: $22.24B
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Q: GFL or Waste Management?

Upvote 4

Read Answer Asked by Gregory on March 12, 2024

• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 14.33X Cap: $126.89B
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Q: May I please have your opinion of Newmont Corp as a gold investment?
With appreciation.
Ed

Upvote 2

Read Answer Asked by Ed on March 12, 2024

• Kinaxis Inc. (KXS $168.33)
  • $168.33 P/E (TTM): 141.19X Cap: $4.76B
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• Thomson Reuters Corporation (TRI $215.96)
  • $215.96 P/E (TTM): 42.14X Cap: $97.42B
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Q: I am thinking of selling KXS and buying TRI. What do you think?

Upvote 4

Read Answer Asked by Peter on March 12, 2024

• Eli Lilly and Company (LLY $856.67)
  • $856.67 P/E (TTM): 53.17X Cap: $799.28B
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Q: LLY stock price is struggling lately. Do you have insight to the reasons for the drop? I am interested in a purchase but would like to avoid catching a falling knife. I would appreciate your insight. Thanks you.

Upvote 1

Read Answer Asked by Dennis on March 12, 2024

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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Q: Hello5i, Could you comment on the takeover of MDF by KKR also could there be a rival offer. I own MDF and am considering selling MDF.

Upvote 2

Read Answer Asked by Michael on March 12, 2024

• Super Micro Computer Inc. (SMCI $51.18)
  • $51.18 P/E (TTM): 31.36X Cap: $29.93B
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• Vertiv Holdings LLC Class A (VRT $189.98)
  • $189.98 P/E (TTM): 95.34X Cap: $73.98B
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Q: Hi, You did not answer the second part of my question.
Would you prefer to own one over the other? If so which one? Thanks

Upvote 7

Read Answer Asked by Marco on March 12, 2024

• Purpose Bitcoin ETF (BTCC.B $21.58)
  • $21.58 Cap: $1.46B
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• ISHARES BITCOIN TR (IBIT $62.42)
  • $62.42 Cap: $85.65B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $95.87)
  • $95.87 Cap: $22.27B
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Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?

Upvote 1

Read Answer Asked by Allan on March 11, 2024

• InPlay Oil Corp. (IPO $11.81)
  • $11.81 Cap: $328M
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Q: Can you comment on this stock. Is it a buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on March 11, 2024

• Palantir Technologies Inc. (PLTR $199.42)
  • $199.42 P/E (TTM): 662.7X Cap: $461.53B
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Q: Certainly! I apologize for the oversight. Here’s the revised version of your message:

Hello. I currently hold a small amount of Palantir stock in my RRSP. After initially experiencing a loss, it has now rebounded with an 11% gain. I’m curious about the future prospects of this stock. Should I consider selling it or holding onto it. Thanks.

Upvote 6

Read Answer Asked by Esther on March 11, 2024

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Since last your last report on AW.UN about a year ago, what has changed if anything in your view on this company? Debt still appears to be under control. Valuation I think is a bit better. What are your greatest concerns / company risks going forward? Same store sales?

Upvote 6

Read Answer Asked by James on March 11, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $7.23)
  • $7.23 P/E (TTM): 5.91X Cap: $203M
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Q: Good morning,

Do you consider DRX a good long-term investment at this stage?

Upvote 5

Read Answer Asked by Gary on March 11, 2024

• Champion Iron Limited Ordinary Shares (CIA $4.93)
  • $4.93 P/E (TTM): 26.87X Cap: $2.65B
  • View CIA Profile
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Q: Im having trouble finding news.

Upvote 2

Read Answer Asked by andrew on March 11, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $208.95)
  • $208.95 P/E (TTM): 30.37X Cap: $2.44B
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• Vicor Corporation (VICR $90.58)
  • $90.58 P/E (TTM): 62.19X Cap: $4.09B
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Q: Can you look at Vicor's potential regarding market competitors and product offerings. What do you think of the company in general?
Thank You
Peter

Upvote 2

Read Answer Asked by Peter on March 11, 2024