Investment Q&A

• Microsoft Corporation (MSFT $405.10)
  • $405.10 P/E (TTM): 25.87X Cap: $3.06T
  • View MSFT Profile
  • View Questions on MSFT
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• BCE Inc. (BCE $34.91)
  • $34.91 P/E (TTM): 5.21X Cap: $32.64B
  • View BCE Profile
  • View Questions on BCE
• Constellation Software Inc. (CSU $2,299.90)
  • $2,299.90 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $255.97)
  • $255.97 P/E (TTM): 22.0X Cap: $46.86B
  • View IFC Profile
  • View Questions on IFC
• WSP Global Inc. (WSP $255.43)
  • $255.43 P/E (TTM): 39.91X Cap: $34.78B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• goeasy Ltd. (GSY $122.30)
  • $122.30 P/E (TTM): 9.46X Cap: $2.06B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• VanEck Junior Gold Miners ETF (GDXJ $139.09)
  • $139.09 P/E (TTM): 4.81X Cap: $32.38B
  • View GDXJ Profile
  • View Questions on GDXJ
• Topicus.com Inc. (TOI $86.55)
  • $86.55 P/E (TTM): 788.52X Cap: $7.49B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $19.42)
  • $19.42 P/E (TTM): 75.65X Cap: $5.20B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: These stocks are all losing ground lately in my portfolio. Please reply in what order and at what price you would add to them I want to ensure I add valve at this point;

Also should i add to my holding in GDXJ? or start a position a silver stock (please recommend several in order of preference ) same recommendation for US bank ETF....Thanks

Upvote 10

Read Answer Asked by Terence on September 23, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Prudential Financial Inc. (PRU $105.09)
  • $105.09 P/E (TTM): 13.98X Cap: $40.26B
  • View PRU Profile
  • View Questions on PRU
• UnitedHealth Group Incorporated (DE) (UNH $278.74)
  • $278.74 P/E (TTM): 14.38X Cap: $247.49B
  • View UNH Profile
  • View Questions on UNH
• Intact Financial Corporation (IFC $255.97)
  • $255.97 P/E (TTM): 22.0X Cap: $46.86B
  • View IFC Profile
  • View Questions on IFC
• BMO Covered Call Canadian Banks ETF (ZWB $25.96)
  • $25.96 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $40.31)
  • $40.31 P/E (TTM): 12.09X Cap: $376M
  • View ZUB Profile
  • View Questions on ZUB
• EQB Inc. (EQB $115.68)
  • $115.68 P/E (TTM): 17.55X Cap: $4.43B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Royal Bank Of Canada (RY $173.72)
  • $173.72 P/E (TTM): 16.39X Cap: $245.69B
  • View RY Profile
  • View Questions on RY

Q: hi group light on both Canadian and Us banks. what ETFs in Canada and the US make most sense in the present environment or should i go with induvial names like JPM in US and RY in Canada IFC and EQB are also attractive . Also is UNH a screaming buy or should i wait for the dust to settle

Upvote 6

Read Answer Asked by Terence on May 21, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• ConocoPhillips (COP $110.20)
  • $110.20 P/E (TTM): 15.33X Cap: $132.83B
  • View COP Profile
  • View Questions on COP
• Chevron Corporation (CVX $184.59)
  • $184.59 P/E (TTM): 25.68X Cap: $366.98B
  • View CVX Profile
  • View Questions on CVX
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Prudential Financial Inc. (PRU $105.09)
  • $105.09 P/E (TTM): 13.98X Cap: $40.26B
  • View PRU Profile
  • View Questions on PRU
• Exxon Mobil Corporation (XOM $155.33)
  • $155.33 P/E (TTM): 21.98X Cap: $639.28B
  • View XOM Profile
  • View Questions on XOM

Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.

Upvote 8

Read Answer Asked by Terence on April 24, 2025

• NVIDIA Corporation (NVDA $191.82)
  • $191.82 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• American Express Company (AXP $355.48)
  • $355.48 P/E (TTM): 23.1X Cap: $249.37B
  • View AXP Profile
  • View Questions on AXP
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Eli Lilly and Company (LLY $1,023.13)
  • $1,023.13 P/E (TTM): 51.11X Cap: $969.01B
  • View LLY Profile
  • View Questions on LLY
• Chubb INA Holdings Inc 0.300% Senior Notes 2024 (CB.24A)
  • View CB.24A Profile
  • View Questions on CB.24A

Q: Trying to decide whether to sell stocks in my TFSA now as they are in US dollars and I might want to purchase a condo in next 4 years. I am worried now that if dollar continues to rise and if stocks go nowhere or even up a little I'll take a big hit. All great, blue chip companies that have done well in past ten fifteen years.. American Express, Chubb, Bank of America, Eli Lily, Nvidia, etc.... Any predictions on how high the CAD could go and how does one figure out a strategy when dealing with currency and declining stock prices. Thank you for your wisdom!

Upvote 10

Read Answer Asked by Neil on April 22, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM

Q: Hello,

Do you see any opportunities in big US banks? If so, which ones, and what entry prices would you see as attractive?

Thanks.

Upvote 4

Read Answer Asked by Satish on April 14, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Prudential Financial Inc. (PRU $105.09)
  • $105.09 P/E (TTM): 13.98X Cap: $40.26B
  • View PRU Profile
  • View Questions on PRU
• Manulife Financial Corporation (MFC $51.53)
  • $51.53 P/E (TTM): 16.22X Cap: $87.36B
  • View MFC Profile
  • View Questions on MFC
• iShares S&P/TSX Capped Financials Index ETF (XFN $79.21)
  • $79.21 P/E (TTM): 14.4X Cap: $2.02B
  • View XFN Profile
  • View Questions on XFN
• BMO Equal Weight US Banks Index ETF (ZBK $44.89)
  • $44.89 P/E (TTM): 12.09X Cap: $681M
  • View ZBK Profile
  • View Questions on ZBK

Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.

Upvote 6

Read Answer Asked by Gary on April 07, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.17)
  • $157.17 P/E (TTM): 86.16X Cap: $224.52B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: What’s an ideal price range to initiate a position in these stocks? The goal is to start with a 1/4 initial investment..

Upvote 3

Read Answer Asked by Gary on April 04, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Berkshire Hathaway CDR (CAD Hedged) (BRK $36.71)
  • $36.71 P/E (TTM): 0.01X Cap: $1.45T
  • View BRK Profile
  • View Questions on BRK

Q: Your thoughts please on the latest Berkshire quarter?

Thx

Upvote 3

Read Answer Asked by blake on March 04, 2025

• Nasdaq Inc. (NDAQ $80.58)
  • $80.58 P/E (TTM): 30.71X Cap: $47.11B
  • View NDAQ Profile
  • View Questions on NDAQ
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Goldman Sachs Group Inc. (The) (GS $943.98)
  • $943.98 P/E (TTM): 19.17X Cap: $284.62B
  • View GS Profile
  • View Questions on GS
• Intercontinental Exchange Inc. (ICE $155.48)
  • $155.48 P/E (TTM): 29.37X Cap: $93.59B
  • View ICE Profile
  • View Questions on ICE
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• M&T Bank Corporation (MTB $233.26)
  • $233.26 P/E (TTM): 14.54X Cap: $36.30B
  • View MTB Profile
  • View Questions on MTB
• BMO Equal Weight US Banks Index ETF (ZBK $44.89)
  • $44.89 P/E (TTM): 12.09X Cap: $681M
  • View ZBK Profile
  • View Questions on ZBK
• State Street SPDR S&P Regional Banking ETF (KRE $71.52)
  • $71.52 P/E (TTM): 13.03X Cap: $4.70B
  • View KRE Profile
  • View Questions on KRE
• S&P Global Inc. (SPGI $395.22)
  • $395.22 P/E (TTM): 32.3X Cap: $121.44B
  • View SPGI Profile
  • View Questions on SPGI
• MSCI Inc. (MSCI $517.37)
  • $517.37 P/E (TTM): 35.65X Cap: $37.88B
  • View MSCI Profile
  • View Questions on MSCI
• GLOBAL X FDS (FINX $24.16)
  • $24.16 P/E (TTM): 31.8X Cap: $209M
  • View FINX Profile
  • View Questions on FINX
• Citizens Financial Group Inc. (CFG $66.41)
  • $66.41 P/E (TTM): 18.96X Cap: $29.25B
  • View CFG Profile
  • View Questions on CFG
• Western Alliance Bancorporation (DE) (WAL $93.93)
  • $93.93 P/E (TTM): 11.89X Cap: $10.44B
  • View WAL Profile
  • View Questions on WAL
• Truist Financial Corporation (TFC $54.19)
  • $54.19 P/E (TTM): 14.61X Cap: $70.48B
  • View TFC Profile
  • View Questions on TFC
• ARK Blockchain & Fintech Innovation ETF (ARKF $38.62)
  • $38.62 P/E (TTM): 39.19X Cap: $1.04B
  • View ARKF Profile
  • View Questions on ARKF
• SoFi Technologies Inc. (SOFI $20.44)
  • $20.44 P/E (TTM): 38.12X Cap: $26.66B
  • View SOFI Profile
  • View Questions on SOFI
• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
  • View FISV Profile
  • View Questions on FISV

Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.

Upvote 6

Read Answer Asked by Alex on February 07, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Citigroup Inc. (C $117.84)
  • $117.84 P/E (TTM): 17.41X Cap: $218.55B
  • View C Profile
  • View Questions on C
• Toronto-Dominion Bank (The) (TD $132.91)
  • $132.91 P/E (TTM): 11.38X Cap: $228.15B
  • View TD Profile
  • View Questions on TD
• Bank of Montreal (BMO $195.24)
  • $195.24 P/E (TTM): 16.17X Cap: $140B
  • View BMO Profile
  • View Questions on BMO

Q: How would you rank BAC vs.C, and then vs a couple of Canadian banks, TD and BMO as examples.

Upvote 5

Read Answer Asked by Jim on January 14, 2025

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,070.80)
  • $1,070.80 P/E (TTM): 27.76X Cap: $168.77B
  • View BLK Profile
  • View Questions on BLK
• Home Depot Inc. (The) (HD $389.43)
  • $389.43 P/E (TTM): 25.99X Cap: $387.93B
  • View HD Profile
  • View Questions on HD
• McDonald's Corporation (MCD $324.16)
  • $324.16 P/E (TTM): 27.78X Cap: $232.14B
  • View MCD Profile
  • View Questions on MCD
• Philip Morris International Inc (PM $186.95)
  • $186.95 P/E (TTM): 25.05X Cap: $284.38B
  • View PM Profile
  • View Questions on PM
• Vanguard Dividend Appreciation FTF (VIG $229.33)
  • $229.33 P/E (TTM): 25.07X Cap: $101.76B
  • View VIG Profile
  • View Questions on VIG
• Vanguard High Dividend Yield Indx ETF (VYM $156.21)
  • $156.21 P/E (TTM): 19.96X Cap: $69.04B
  • View VYM Profile
  • View Questions on VYM
• Schwab US Dividend Equity ETF (SCHD $31.57)
  • $31.57 P/E (TTM): 16.76X Cap: $82.84B
  • View SCHD Profile
  • View Questions on SCHD

Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you

Upvote 6

Read Answer Asked by Ronnie on December 10, 2024

• Apple Inc. (AAPL $278.92)
  • $278.92 P/E (TTM): 34.76X Cap: $4.01T
  • View AAPL Profile
  • View Questions on AAPL
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Berkshire Hathaway Inc. (BRK.B $501.19)
  • $501.19 P/E (TTM): 15.93X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Upvote 7

Read Answer Asked by Alex on November 15, 2024

• Apple Inc. (AAPL $278.92)
  • $278.92 P/E (TTM): 34.76X Cap: $4.01T
  • View AAPL Profile
  • View Questions on AAPL
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Berkshire Hathaway Inc. (BRK.B $501.19)
  • $501.19 P/E (TTM): 15.93X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?

Upvote 4

Read Answer Asked by Edward on November 04, 2024

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Goldman Sachs Group Inc. (The) (GS $943.98)
  • $943.98 P/E (TTM): 19.17X Cap: $284.62B
  • View GS Profile
  • View Questions on GS
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $175.85)
  • $175.85 P/E (TTM): 18.68X Cap: $282.72B
  • View MS Profile
  • View Questions on MS

Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H

Upvote 10

Read Answer Asked by Harry on September 19, 2024

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Toronto-Dominion Bank (The) (TD $132.91)
  • $132.91 P/E (TTM): 11.38X Cap: $228.15B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $104.97)
  • $104.97 P/E (TTM): 25.87X Cap: $130.93B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Manulife Financial Corporation (MFC $51.53)
  • $51.53 P/E (TTM): 16.22X Cap: $87.36B
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF $88.25)
  • $88.25 P/E (TTM): 21.86X Cap: $49.47B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $17.07)
  • $17.07 P/E (TTM): 15.18X Cap: $323M
  • View BKCC Profile
  • View Questions on BKCC
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.35)
  • $16.35 P/E (TTM): 14.15X Cap: $2.07B
  • View HMAX Profile
  • View Questions on HMAX

Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Upvote 4

Read Answer Asked by STANLEY on August 27, 2024

• Apple Inc. (AAPL $278.92)
  • $278.92 P/E (TTM): 34.76X Cap: $4.01T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $204.66)
  • $204.66 P/E (TTM): 29.11X Cap: $2.22T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $668.36)
  • $668.36 P/E (TTM): 28.83X Cap: $1.69T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOGL $311.96)
  • $311.96 P/E (TTM): 30.0X Cap: $3.85T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $405.10)
  • $405.10 P/E (TTM): 25.87X Cap: $3.06T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $80.01)
  • $80.01 P/E (TTM): 4.03X Cap: $347.10B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $191.82)
  • $191.82 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $40.25)
  • $40.25 P/E (TTM): 7.61X Cap: $38.19B
  • View PYPL Profile
  • View Questions on PYPL
• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
  • View WBA Profile
  • View Questions on WBA
• Wynn Resorts Limited (WYNN $116.07)
  • $116.07 P/E (TTM): 25.37X Cap: $12.15B
  • View WYNN Profile
  • View Questions on WYNN
• The Boeing Company (BA $235.93)
  • $235.93 P/E (TTM): 98.67X Cap: $190.51B
  • View BA Profile
  • View Questions on BA
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,070.80)
  • $1,070.80 P/E (TTM): 27.76X Cap: $168.77B
  • View BLK Profile
  • View Questions on BLK
• Carnival Corporation (CCL $32.79)
  • $32.79 P/E (TTM): 16.24X Cap: $47.53B
  • View CCL Profile
  • View Questions on CCL
• Salesforce Inc. (CRM $185.28)
  • $185.28 P/E (TTM): 25.91X Cap: $181.26B
  • View CRM Profile
  • View Questions on CRM
• Delta Air Lines Inc. (DAL $71.17)
  • $71.17 P/E (TTM): 10.56X Cap: $48.61B
  • View DAL Profile
  • View Questions on DAL
• The Walt Disney Company (DIS $109.00)
  • $109.00 P/E (TTM): 15.78X Cap: $194.79B
  • View DIS Profile
  • View Questions on DIS
• Goldman Sachs Group Inc. (The) (GS $943.98)
  • $943.98 P/E (TTM): 19.17X Cap: $284.62B
  • View GS Profile
  • View Questions on GS
• International Business Machines Corporation (IBM $274.37)
  • $274.37 P/E (TTM): 35.36X Cap: $272.71B
  • View IBM Profile
  • View Questions on IBM
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,023.13)
  • $1,023.13 P/E (TTM): 51.11X Cap: $969.01B
  • View LLY Profile
  • View Questions on LLY
• Mastercard Incorporated (MA $537.36)
  • $537.36 P/E (TTM): 34.23X Cap: $485.26B
  • View MA Profile
  • View Questions on MA
• Morgan Stanley (MS $175.85)
  • $175.85 P/E (TTM): 18.68X Cap: $282.72B
  • View MS Profile
  • View Questions on MS
• Pfizer Inc. (PFE $27.90)
  • $27.90 P/E (TTM): 15.73X Cap: $156.98B
  • View PFE Profile
  • View Questions on PFE
• Royal Caribbean Cruises Ltd. (RCL $336.01)
  • $336.01 P/E (TTM): 23.02X Cap: $94.71B
  • View RCL Profile
  • View Questions on RCL
• Visa Inc. (V $328.54)
  • $328.54 P/E (TTM): 30.57X Cap: $628.77B
  • View V Profile
  • View Questions on V
• Wells Fargo & Company (WFC $88.73)
  • $88.73 P/E (TTM): 15.59X Cap: $288.51B
  • View WFC Profile
  • View Questions on WFC
• Exxon Mobil Corporation (XOM $155.33)
  • $155.33 P/E (TTM): 21.98X Cap: $639.28B
  • View XOM Profile
  • View Questions on XOM
• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $164.21)
  • $164.21 P/E (TTM): 21.22X Cap: $384.51B
  • View BABA Profile
  • View Questions on BABA
• Tencent Holdings Ltd. ADR (TCEHY $69.52)
  • $69.52 P/E (TTM): 29.41X Cap: $658.80B
  • View TCEHY Profile
  • View Questions on TCEHY
• Veeva Systems Inc. Class A (VEEV $179.33)
  • $179.33 P/E (TTM): 35.99X Cap: $30.73B
  • View VEEV Profile
  • View Questions on VEEV
• The Trade Desk Inc. (TTD $27.34)
  • $27.34 P/E (TTM): 31.08X Cap: $13.60B
  • View TTD Profile
  • View Questions on TTD
• JD.com Inc. (JD $28.17)
  • $28.17 P/E (TTM): 7.28X Cap: $41.20B
  • View JD Profile
  • View Questions on JD
• Roku Inc. (ROKU $86.98)
  • $86.98 Cap: $13.43B
  • View ROKU Profile
  • View Questions on ROKU
• DocuSign Inc. (DOCU $44.44)
  • $44.44 P/E (TTM): 33.28X Cap: $9.53B
  • View DOCU Profile
  • View Questions on DOCU
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $375.68)
  • $375.68 P/E (TTM): 50.32X Cap: $1.87T
  • View TSM Profile
  • View Questions on TSM
• Healthpeak Properties (DOC $17.05)
  • $17.05 P/E (TTM): 168.4X Cap: $11.81B
  • View DOC Profile
  • View Questions on DOC
• National Health Investors Inc. (NHI $87.89)
  • $87.89 P/E (TTM): 26.76X Cap: $4B
  • View NHI Profile
  • View Questions on NHI
• Zoom Communications Inc. (ZM $90.60)
  • $90.60 P/E (TTM): 18.56X Cap: $28.12B
  • View ZM Profile
  • View Questions on ZM
• CrowdStrike Holdings Inc. (CRWD $412.87)
  • $412.87 Cap: $104.21B
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U $21.44)
  • $21.44 Cap: $12.43B
  • View U Profile
  • View Questions on U

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• Corning Incorporated (GLW $132.72)
  • $132.72 P/E (TTM): 83.16X Cap: $109.82B
  • View GLW Profile
  • View Questions on GLW
• Pembina Pipeline Corporation (PPL $59.38)
  • $59.38 P/E (TTM): 20.48X Cap: $33.99B
  • View PPL Profile
  • View Questions on PPL
• Wheaton Precious Metals Corp. (WPM $201.06)
  • $201.06 P/E (TTM): 62.96X Cap: $89B
  • View WPM Profile
  • View Questions on WPM
• Element Fleet Management Corp. (EFN $36.49)
  • $36.49 P/E (TTM): 24.16X Cap: $14.45B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• Empire Company Limited Non-Voting Class A Shares (EMP.A $48.41)
  • $48.41 P/E (TTM): 16.29X Cap: $11.01B
  • View EMP.A Profile
  • View Questions on EMP.A
• Keyera Corp. (KEY $49.09)
  • $49.09 P/E (TTM): 36.33X Cap: $11.02B
  • View KEY Profile
  • View Questions on KEY
• MTY Food Group Inc. (MTY $42.59)
  • $42.59 P/E (TTM): 30.28X Cap: $984M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: I need to raise some cash. Can you rank these investments from your favorite to least favorite currently please and thanks

Upvote 3

Read Answer Asked by Martin on April 16, 2024

• Alphabet Inc. (GOOG $312.29)
  • $312.29 P/E (TTM): 30.01X Cap: $3.85T
  • View GOOG Profile
  • View Questions on GOOG
• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Toronto-Dominion Bank (The) (TD $132.91)
  • $132.91 P/E (TTM): 11.38X Cap: $228.15B
  • View TD Profile
  • View Questions on TD

Q: Banks both CA and US have been some of my best long term holds ( 10 Yrs + )
Not compared to Tech . Stocks .... 5 year returns have been stagnate on TD especially
What is outlook on Banks in general ? or would you like elsewhere ? ie Change TD for GOOG

Thanks

Greg

Upvote 8

Read Answer Asked by Greg on April 05, 2024

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM

Q: JPM share price has outperformed BAC by a wide margin over the past 5 years. And especially over the past two years. Do you know what would account for the divergence?

Thanks.

Upvote 5

Read Answer Asked by Joel on April 05, 2024

• Bank of America Corporation (BAC $53.32)
  • $53.32 P/E (TTM): 15.41X Cap: $404.48B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $309.02)
  • $309.02 P/E (TTM): 15.95X Cap: $866.44B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $175.85)
  • $175.85 P/E (TTM): 18.68X Cap: $282.72B
  • View MS Profile
  • View Questions on MS

Q: Opinion on US Banks in General ? JPM at ATH but others (BAC ) not even close ?

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on January 15, 2024