Investment Q&A

• Toronto-Dominion Bank (The) (TD $115.18)
  • $115.18 P/E (TTM): 9.72X Cap: $196.63B
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• Bank of Nova Scotia (The) (BNS $92.36)
  • $92.36 P/E (TTM): 17.69X Cap: $114.67B
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• Canadian National Railway Company (CNR $134.40)
  • $134.40 P/E (TTM): 18.52X Cap: $83.89B
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• Canadian Pacific Kansas City Limited (CP $99.36)
  • $99.36 P/E (TTM): 21.94X Cap: $89.50B
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• Sun Life Financial Inc. (SLF $85.74)
  • $85.74 P/E (TTM): 15.6X Cap: $48.73B
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• WSP Global Inc. (WSP $267.70)
  • $267.70 P/E (TTM): 43.63X Cap: $34.94B
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• TMX Group Limited (X $51.93)
  • $51.93 P/E (TTM): 31.35X Cap: $14.44B
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• Toromont Industries Ltd. (TIH $165.91)
  • $165.91 P/E (TTM): 28.46X Cap: $13.50B
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• TFI International Inc. (TFII $125.55)
  • $125.55 P/E (TTM): 23.36X Cap: $10.33B
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• EQB Inc. (EQB $90.19)
  • $90.19 P/E (TTM): 10.14X Cap: $3.45B
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• Boyd Group Services Inc. (BYD $224.71)
  • $224.71 P/E (TTM): 432.03X Cap: $4.82B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.62)
  • $64.62 P/E (TTM): 107.18X Cap: $144.97B
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Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.

Upvote 26

Read Answer Asked by Shane on November 18, 2024

• Laurentian Bank of Canada (LB $33.61)
  • $33.61 P/E (TTM): 10.88X Cap: $1.48B
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Q: Hello 5iR,
Do you have any information that would account for the spike up to 28.40 on good volume? Would you consider this stock a buy to day? Thanks. Cheers

Upvote 3

Read Answer Asked by Hans on November 18, 2024

• Enthusiast Gaming Holdings Inc. (EGLX $0.06)
  • $0.06 Cap: $9M
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Q: Can you reflect on their q3. I know it's not great but does the first time ever positive ebitda give it a heartbeat if the trend continues.

Upvote 3

Read Answer Asked by Steve on November 18, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.09)
  • $37.09 P/E (TTM): 1.06X Cap: $4.18B
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Q: Could you suggest an “all in one ETF”? This means investing in one ETF and that is all. Would you recommend doing this? I’ve seen these being pushed in private pension plans.

Thanks.

Upvote 9

Read Answer Asked by Federico on November 18, 2024

• Nike Inc. (NKE $62.65)
  • $62.65 P/E (TTM): 33.12X Cap: $92.60B
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Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?

Upvote 4

Read Answer Asked by Robbie on November 18, 2024

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• First Majestic Silver Corp. (AG $17.59)
  • $17.59 Cap: $8.59B
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Q: Does your analysis predict, as well as it can, that FR is a good investment for the next 10 years?

Thanks,

Joseph

Upvote 1

Read Answer Asked by Joseph on November 18, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.23)
  • $52.23 P/E (TTM): 4.95X Cap: $3.49B
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG $29.25)
  • $29.25 P/E (TTM): 12.91X Cap: $519M
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Q: Which one do you prefer for a 3 year hold?

Upvote 3

Read Answer Asked by David M. on November 18, 2024

• Eli Lilly and Company (LLY $896.53)
  • $896.53 P/E (TTM): 42.21X Cap: $847.56B
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Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..

Upvote 8

Read Answer Asked by John on November 18, 2024

• Silicon Motion Technology Corporation (SIMO $97.66)
  • $97.66 P/E (TTM): 37.02X Cap: $3.41B
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Q: Can you provide recent EPS, revenue metrics and outlook/forecasts. Do you consider this company a buy? Thank you.

Upvote 1

Read Answer Asked by John on November 18, 2024

• Nu Holdings Ltd. Class A (NU $16.13)
  • $16.13 Cap: $77.72B
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Q: What are your thoughts on NU Holdings latest quarter? Other than revenue being slightly below estimates, things looked good. Does growth look to be intact and is the drop related to profit taking or is there something else here? Thanks

Upvote 2

Read Answer Asked by Dave on November 18, 2024

• B2Gold Corp. (BTO $5.97)
  • $5.97 Cap: $7.89B
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Q: Is exposure to Mali reason to sell now?

Upvote 2

Read Answer Asked by hal on November 18, 2024

• Plurilock Security Inc. (PLUR $0.23)
  • $0.23 Cap: $19M
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Q: Hello:
What are your thoughts on Plurilock Security? It seems to be continuing to execute well with some nice additions to their board of directors/advisors as well. They had a nice news release that highlights their continuing growth. Keeping in mind it really is a true microcap at these levels, do you think it could be added to a higher risk part of my portfolio in expectations that they continue to execute well? They also have a fairly high short position against them that at these depressed levels seem interesting. Thanks for any insight

Upvote 2

Read Answer Asked by Bonnie on November 18, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.43)
  • $76.43 P/E (TTM): 36.83X Cap: $125.17B
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Q: Any concerns about holding BN or BAM in a non registered portfolio including after the BAM move to US?

Upvote 12

Read Answer Asked by Peter on November 18, 2024

• Berkshire Hathaway Inc. (BRK.B $475.68)
  • $475.68 P/E (TTM): 16.37X Cap: $1.02T
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• Boston Omaha Corporation Class A (BOC $12.81)
  • $12.81 P/E (TTM): 530.0X Cap: $402M
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Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?

Upvote 2

Read Answer Asked by Anthony on November 18, 2024

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much

Upvote 4

Read Answer Asked by Dustin on November 18, 2024

• Revolution Medicines Inc - Ordinary Shares (RVMD $59.33)
  • $59.33 Cap: $10.84B
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• Arcellx Inc. (ACLX $86.13)
  • $86.13 Cap: $5B
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Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.

Thanks.

Upvote 1

Read Answer Asked by Catherine on November 18, 2024

• CES Energy Solutions Corp. (CEU $9.45)
  • $9.45 P/E (TTM): 12.01X Cap: $2.06B
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• South Bow Corporation (SOBO $35.97)
  • $35.97 P/E (TTM): 19.56X Cap: $7.48B
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Q: After the run up of CEU, do you think a switch to SOBO makes sense? I'm looking for long term 8-10% total income annually.

Upvote 6

Read Answer Asked by Kim on November 18, 2024

• Amgen Inc. (AMGN $296.30)
  • $296.30 P/E (TTM): 24.38X Cap: $159.51B
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• CVS Health Corporation (CVS $78.44)
  • $78.44 P/E (TTM): 205.66X Cap: $99.57B
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• Eli Lilly and Company (LLY $896.53)
  • $896.53 P/E (TTM): 42.21X Cap: $847.56B
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• Pfizer Inc. (PFE $24.66)
  • $24.66 P/E (TTM): 13.11X Cap: $140.20B
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• Novo Nordisk A/S (NVO $49.11)
  • $49.11 P/E (TTM): 14.04X Cap: $363.68B
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Q: Hi, would you continue to hold this stock?

Thanks
Paul

Upvote 7

Read Answer Asked by Paul on November 15, 2024

• Philip Morris International Inc (PM $144.60)
  • $144.60 P/E (TTM): 26.1X Cap: $225.08B
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• Loblaw Companies Limited (L $55.71)
  • $55.71 P/E (TTM): 6.89X Cap: $66.23B
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• Metro Inc. (MRU $93.45)
  • $93.45 P/E (TTM): 20.24X Cap: $20.32B
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• Alimentation Couche-Tard Inc. (ATD $69.61)
  • $69.61 P/E (TTM): 18.77X Cap: $65.47B
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• British American Tobacco p.l.c. (BTI $52.44)
  • $52.44 P/E (TTM): 28.71X Cap: $115.25B
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Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.

Upvote 12

Read Answer Asked by Steven on November 15, 2024

• Tractor Supply Company (TSCO $52.49)
  • $52.49 P/E (TTM): 26.56X Cap: $27.81B
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• Home Depot Inc. (The) (HD $378.35)
  • $378.35 P/E (TTM): 25.8X Cap: $376.60B
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• Philip Morris International Inc (PM $144.60)
  • $144.60 P/E (TTM): 26.1X Cap: $225.08B
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• Domino's Pizza Inc (DPZ $403.63)
  • $403.63 P/E (TTM): 23.29X Cap: $13.63B
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• Ares Management Corporation Class A (ARES $155.50)
  • $155.50 P/E (TTM): 83.87X Cap: $50.80B
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Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Upvote 7

Read Answer Asked by Donald on November 15, 2024