Investment Q&A

• Sun Life Financial Inc. (SLF $87.96)
  • $87.96 P/E (TTM): 14.01X Cap: $48.37B
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• Constellation Software Inc. (CSU $2,565.22)
  • $2,565.22 P/E (TTM): 76.65X Cap: $54.30B
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• WSP Global Inc. (WSP $227.12)
  • $227.12 P/E (TTM): 29.81X Cap: $30.38B
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• BMO S&P 500 Index ETF (ZSP $101.11)
  • $101.11 P/E (TTM): 25.8X Cap: $20.79B
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• iShares S&P/TSX 60 Index ETF (XIU $48.72)
  • $48.72 P/E (TTM): 18.08X Cap: $20.79B
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Q: Hello,

New to investing and I have about 20K to invest to start...wondering how you would recommend to best distribute that? Looking for long term investments. Ok with some risk.

Upvote 11

Read Answer Asked by Scott on October 31, 2024

• Super Micro Computer Inc. (SMCI $32.31)
  • $32.31 P/E (TTM): 22.61X Cap: $19.08B
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Q: Hi 5i

Considering the auditor news, all selling is being acquired by someone who expects to make a gain (sometime in the future) as you often point out (generally speaking). Could you comment on the bravery/optimism of these buyers as these circumstances are different to day to day "normal" news/activity.
Just curious...
Mike

Upvote 4

Read Answer Asked by mike on October 31, 2024

• NVIDIA Corporation (NVDA $183.09)
  • $183.09 P/E (TTM): 36.79X Cap: $4.45T
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• Descartes Systems Group Inc. (The) (DSG $97.99)
  • $97.99 P/E (TTM): 43.29X Cap: $8.49B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $178.36)
  • $178.36 P/E (TTM): 133.46X Cap: $225.88B
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• Coherent Corp. (COHR $247.25)
  • $247.25 P/E (TTM): 235.69X Cap: $46.37B
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Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim

Upvote 10

Read Answer Asked by James on October 31, 2024

• Gibson Energy Inc. (GEI $29.82)
  • $29.82 P/E (TTM): 23.08X Cap: $5.12B
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Q: I see that Gibson Energy (GEI) missed estimates. Q3 Revenue of $2,900 million in the third quarter, a $325 million or 10% decrease relative to the third quarter of 2023, What are your thoughts on GEI going forward. Would KEY be a better alternative? Thanks for all that 5i does. Steve

Upvote 2

Read Answer Asked by STEVEN on October 31, 2024

Q: How do you see the Cdn and US market sectors reacting to a Democratic or Republican win.

Upvote 4

Read Answer Asked by Rick and Chris on October 31, 2024

• Trane Technologies plc (TT $422.97)
  • $422.97 P/E (TTM): 32.54X Cap: $93.29B
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Q: Could I get your thoughts on Trane’s quarterly earnings, its valuation and would you be a buyer at these levels?

Thank you!

Upvote 4

Read Answer Asked by Bob on October 31, 2024

• Ivanhoe Mines Ltd. (IVN $12.36)
  • $12.36 P/E (TTM): 48.13X Cap: $17.56B
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Q: Do you recommend buy, hold or sell?

Upvote 1

Read Answer Asked by garry on October 31, 2024

• A & W Food Services of Canada Inc. (AW $36.25)
  • $36.25 P/E (TTM): 31.29X Cap: $865M
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Q: with the amalgamation is it worth keeping?

Upvote 3

Read Answer Asked by Gary on October 31, 2024

• Wingstop Inc. (WING $202.27)
  • $202.27 P/E (TTM): 32.87X Cap: $5.47B
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Q: WING just reported earnings and has crashed - to state the obvious. The RSI and Williams % indicate it is now oversold. I would appreciate your thoughts and strategy regarding to it at these levels. Thank you.

Upvote 1

Read Answer Asked by Donald on October 31, 2024

• BMO S&P 500 Index ETF (ZSP $101.11)
  • $101.11 P/E (TTM): 25.8X Cap: $20.79B
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• Vanguard S&P 500 Index ETF (VFV $164.00)
  • $164.00 P/E (TTM): 26.01X Cap: $27.86B
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• Vanguard S&P 500 ETF (VOO $618.84)
  • $618.84 P/E (TTM): 26.2X Cap: $881.21B
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Q: I currently have ~$170K of VOO in my RRSP, up 45%. I notice that ZSP and VFV have better returns. Would it be worth it to sell VOO and go to ZSP/VFV?

Upvote 6

Read Answer Asked by steve on October 31, 2024

• Star Bulk Carriers Corp. (SBLK $22.43)
  • $22.43 Cap: $2.60B
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Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks

Upvote 1

Read Answer Asked by Donald on October 31, 2024

• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.01B
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Q: With interest rates going down everywhere is there a reason that PSA can sustain the 4.74%? Thanks, James

Upvote 4

Read Answer Asked by JAMES on October 31, 2024

• Kinaxis Inc. (KXS $136.73)
  • $136.73 P/E (TTM): 40.52X Cap: $3.74B
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Q: Please comment on earnings. Would you add here? Thank you.

Upvote 10

Read Answer Asked by Lillian on October 31, 2024

• Criteo S.A. (CRTO $18.68)
  • $18.68 P/E (TTM): 9.33X Cap: $925M
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Q: Can you please comment 3rd quarter report. Is it potential for long term?

Upvote 1

Read Answer Asked by Frank on October 31, 2024

• Capital Power Corporation (CPX $63.70)
  • $63.70 P/E (TTM): 78.16X Cap: $9.78B
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Q: Wow, what a big bounce on capital Corp after their qtrly release! But, why? I read it and unless I misread, financial metrics were down over prior compare..other than a big growth in actual power generation. But earnings, revenue, all down, affo a bit up (still down over 9 months)..... What has got everyone so excited?

Upvote 2

Read Answer Asked by Allan on October 31, 2024

• Palantir Technologies Inc. (PLTR $155.34)
  • $155.34 P/E (TTM): 239.6X Cap: $365.10B
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Q: Please advise date of 4th quarter results scheduled:

Upvote 2

Read Answer Asked by JOHN on October 31, 2024

• Nextpower Inc. (NXT $121.96)
  • $121.96 P/E (TTM): 30.6X Cap: $17.53B
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Q: Hi 5i Team,
Pls comment on Nextracker Inc qty earning result and this company going forward.

Do you still like this company?

Buy , hold or sell?

Upvote 4

Read Answer Asked by Pui on October 31, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi 5i Team,
Pls comment on Parkland Corp. earning report.
Buy , hold or sell?

Upvote 3

Read Answer Asked by Pui on October 31, 2024

• TMX Group Limited (X $49.45)
  • $49.45 P/E (TTM): 32.94X Cap: $13.63B
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Q: May I have your comments on TMX earnings please

Upvote 6

Read Answer Asked by Margot on October 31, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.47)
  • $12.47 Cap: $1.67B
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• Propel Holdings Inc. (PRL $18.64)
  • $18.64 P/E (TTM): 9.11X Cap: $723M
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Q: I'm looking at selling my lightspeed and purchasing propel. What say you?

Upvote 6

Read Answer Asked by steven on October 31, 2024