Investment Q&A

• ARC Resources Ltd. (ARX $27.59)
  • $27.59 P/E (TTM): 12.1X Cap: $6.04B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $3.32)
  • $3.32 Cap: $828M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $11.06)
  • $11.06 Cap: $1.68B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Amazon.com Inc. (AMZN $215.50)
  • $215.50 P/E (TTM): 34.47X Cap: $2.27T
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• Visa Inc. (V $335.80)
  • $335.80 P/E (TTM): 34.39X Cap: $654.59B
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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 $215.50)
  • $215.50 P/E (TTM): 34.47X Cap: $2.27T
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• Airbnb Inc. (ABNB $129.00)
  • $129.00 P/E (TTM): 33.24X Cap: $81.40B
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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 $215.50)
  • $215.50 P/E (TTM): 34.47X Cap: $2.27T
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• WSP Global Inc. (WSP $283.94)
  • $283.94 P/E (TTM): 51.42X Cap: $37.23B
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• Lumine Group Inc. (LMN $52.90)
  • $52.90 Cap: $13.60B
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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 $50.03)
  • $50.03 Cap: $3.14B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.80B
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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 $206.70)
  • $206.70 Cap: $68.66B
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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 $2.97)
  • $2.97 P/E (TTM): 6.17X Cap: $2.25B
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• Tamarack Valley Energy Ltd. (TVE $5.53)
  • $5.53 P/E (TTM): 11.3X Cap: $2.73B
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• Headwater Exploration Inc. (HWX $7.02)
  • $7.02 P/E (TTM): 9.05X Cap: $1.65B
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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 $7.02)
  • $7.02 P/E (TTM): 9.05X Cap: $1.65B
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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 $255.93)
  • $255.93 P/E (TTM): 75.8X Cap: $66.46B
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• GFL Environmental Inc. subordinate voting shares (GFL $68.09)
  • $68.09 Cap: $26.05B
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Q: GFL or Waste Management?

Upvote 4

Read Answer Asked by Gregory on March 12, 2024

• Newmont Corporation (NGT $93.70)
  • $93.70 P/E (TTM): 14.7X Cap: $101.67B
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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 $200.40)
  • $200.40 P/E (TTM): 437.0X Cap: $5.80B
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• Thomson Reuters Corporation (TRI $254.22)
  • $254.22 P/E (TTM): 42.38X Cap: $123.89B
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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 $757.95)
  • $757.95 P/E (TTM): 62.57X Cap: $725.91B
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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 $45.84)
  • $45.84 P/E (TTM): 32.08X Cap: $34.17B
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• Vertiv Holdings LLC Class A (VRT $137.72)
  • $137.72 P/E (TTM): 81.51X Cap: $52.98B
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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 $22.00)
  • $22.00 Cap: $1.59B
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• ISHARES BITCOIN TR (IBIT $64.78)
  • $64.78 Cap: $84.23B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $99.46)
  • $99.46 Cap: $21.69B
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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 $10.88)
  • $10.88 P/E (TTM): 34.45X Cap: $306M
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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 $177.34)
  • $177.34 P/E (TTM): 698.52X Cap: $408.90B
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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