Investment Q&A

• Microsoft Corporation (MSFT $520.56)
  • $520.56 P/E (TTM): 38.16X Cap: $3.86T
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• NVIDIA Corporation (NVDA $182.16)
  • $182.16 P/E (TTM): 51.36X Cap: $4.42T
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• Constellation Software Inc. (CSU $3,727.91)
  • $3,727.91 P/E (TTM): 89.67X Cap: $79B
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• Descartes Systems Group Inc. (The) (DSG $135.62)
  • $135.62 P/E (TTM): 57.25X Cap: $11.65B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.51)
  • $233.51 P/E (TTM): 90.82X Cap: $303.41B
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• Elastic N.V. (ESTC $87.15)
  • $87.15 Cap: $9.14B
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• CrowdStrike Holdings Inc. (CRWD $521.98)
  • $521.98 Cap: $125.50B
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• Docebo Inc. (DCBO $38.98)
  • $38.98 P/E (TTM): 38.71X Cap: $1.08B
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• Shift4 Payments Inc. Class A (FOUR $75.99)
  • $75.99 P/E (TTM): 36.25X Cap: $6.71B
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• Lumine Group Inc. (LMN $35.89)
  • $35.89 P/E (TTM): 136.32X Cap: $9.31B
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• Nextracker Inc. (NXT $90.38)
  • $90.38 P/E (TTM): 24.44X Cap: $13.37B
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Amazon.com Inc. (AMZN $221.09)
  • $221.09 P/E (TTM): 33.22X Cap: $2.35T
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• Booking Holdings Inc. (BKNG $5,093.47)
  • $5,093.47 P/E (TTM): 36.47X Cap: $165.07B
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• Alimentation Couche-Tard Inc. (ATD $72.80)
  • $72.80 P/E (TTM): 19.46X Cap: $68.47B
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• Ulta Beauty Inc. (ULTA $524.48)
  • $524.48 P/E (TTM): 19.94X Cap: $23.51B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $94.81)
  • $94.81 P/E (TTM): 38.05X Cap: $10.93B
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• Crocs Inc. (CROX $85.15)
  • $85.15 P/E (TTM): 22.53X Cap: $4.65B
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• Boyd Group Services Inc. (BYD $213.91)
  • $213.91 P/E (TTM): 409.16X Cap: $4.61B
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Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Upvote 9

Read Answer Asked by Neil on March 18, 2024

• Metro Inc. (MRU $94.55)
  • $94.55 P/E (TTM): 20.65X Cap: $20.84B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $48.61)
  • $48.61 P/E (TTM): 16.25X Cap: $11.25B
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• North West Company Inc. (The) (NWC $46.59)
  • $46.59 P/E (TTM): 16.59X Cap: $2.22B
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Q: Empire is hitting new 52 week lows, is it a buy at here levels? Would you recommend this as buy for a consumer staple holding?

DON

Upvote 4

Read Answer Asked by Donald on March 18, 2024

• Parkland Corporation (PKI $40.61)
  • $40.61 P/E (TTM): 23.49X Cap: $6.98B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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Q: Peter; Not sure if you’re aware that PKI is running an ad here (BC) asking for bids on 157 of their convenience/gas stores across Canada. Maybe ATD is weak because they’re planning a bid and might need to raise money.
Rod

Upvote 5

Read Answer Asked by Rodney on March 18, 2024

• BRP Inc. Subordinate Voting Shares (DOO $92.95)
  • $92.95 Cap: $6.78B
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Q: DOO is down 18% in my portfolio. I expect(ed?) to hold it for 6-8 years. I am considering increasing position size (portfolio decision). How does 5i view such a move?
Thank you

Upvote 2

Read Answer Asked by Trevor on March 18, 2024

• McCoy Global Inc. (MCB $3.70)
  • $3.70 P/E (TTM): 14.04X Cap: $95M
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Q: comments please on MCB recent earnings and dividend increase.
thank you

Upvote 1

Read Answer Asked by howard on March 18, 2024

• iShares MSCI Europe IMI Index ETF (XEU $37.15)
  • $37.15 P/E (TTM): 10.6X Cap: $598M
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• SPDR EURO Stoxx 50 ETF (FEZ $62.97)
  • $62.97 P/E (TTM): 47.75X Cap: $4.71B
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Q: Hi Team,
I am looking to invest in Europe for the first time in a few years. I have held XEU and FEZ. The biggest difference between them seems to be that FEZ includes only 50 large stocks (ASML is 10%) and excludes the UK. Over the last 6 months, XEU has begun to outpace FEZ. Which one do you prefer for a new position? Or would you suggest splitting the investment into both?

Upvote 2

Read Answer Asked by Ken on March 18, 2024

• iShares Core S&P 500 Index ETF (XUS $58.52)
  • $58.52 P/E (TTM): 27.06X Cap: $9.49B
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• Vanguard S&P 500 Index ETF (VFV $167.19)
  • $167.19 P/E (TTM): 27.07X Cap: $27.03B
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• SPDR S&P 500 ETF Trust (SPY $671.76)
  • $671.76 P/E (TTM): 27.29X Cap: $682.76B
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• iShares Core S&P 500 ETF (IVV $674.97)
  • $674.97 P/E (TTM): 27.06X Cap: $707.80B
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• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $21.11)
  • $21.11 P/E (TTM): 32.28X Cap: $835M
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Q: Is there any ETF without covered call you would recommend that holds similar stocks as SMAX. Either in USA or CDN dollars. I prefer CDN dollars.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on March 18, 2024

• Dollarama Inc. (DOL $186.14)
  • $186.14 P/E (TTM): 40.53X Cap: $51.44B
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• WSP Global Inc. (WSP $281.62)
  • $281.62 P/E (TTM): 45.59X Cap: $36.75B
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• Thomson Reuters Corporation (TRI $228.64)
  • $228.64 P/E (TTM): 45.1X Cap: $103.04B
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• goeasy Ltd. (GSY $162.87)
  • $162.87 P/E (TTM): 9.59X Cap: $2.61B
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• TerraVest Industries Inc. (TVK $139.82)
  • $139.82 Cap: $2.94B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $140.83)
  • $140.83 P/E (TTM): 20.68X Cap: $1.63B
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Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?

Upvote 15

Read Answer Asked by Gerry on March 18, 2024

• Zedcor Inc. (ZDC $6.34)
  • $6.34 P/E (TTM): 358.82X Cap: $657M
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Q: I was wondering if you could provide an update on this company.
Buy, sell or hold?
Thanks for all your fantastic guidance over the years.

Public Question.

Dave.

Upvote 1

Read Answer Asked by David on March 18, 2024

• North American Construction Group Ltd. (NOA $21.61)
  • $21.61 P/E (TTM): 18.12X Cap: $652M
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Q: Hi 5i Team,
Pls comment on North American Construction Group quarterly earning report and this company going forward, would you be comfortable owning this stock.

Thank you.

Upvote 1

Read Answer Asked by Pui on March 18, 2024

• Pure Storage Inc. Class A (PSTG $93.63)
  • $93.63 P/E (TTM): 211.67X Cap: $30.77B
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• Super Micro Computer Inc. (SMCI $47.92)
  • $47.92 P/E (TTM): 32.63X Cap: $28.47B
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• Axon Enterprise Inc. (AXON $716.39)
  • $716.39 P/E (TTM): 174.84X Cap: $56.23B
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• Modine Manufacturing Company (MOD $152.40)
  • $152.40 P/E (TTM): 44.9X Cap: $8.22B
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• Docebo Inc. (DCBO $38.98)
  • $38.98 P/E (TTM): 38.71X Cap: $1.08B
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• Vertiv Holdings LLC Class A (VRT $183.20)
  • $183.20 P/E (TTM): 82.1X Cap: $70.04B
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• Celsius Holdings Inc. (CELH $61.95)
  • $61.95 P/E (TTM): 166.84X Cap: $15.97B
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• Palantir Technologies Inc. (PLTR $180.48)
  • $180.48 P/E (TTM): 605.03X Cap: $428.16B
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• Nextracker Inc. (NXT $90.38)
  • $90.38 P/E (TTM): 24.44X Cap: $13.37B
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Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M

Upvote 19

Read Answer Asked by michael on March 18, 2024

Q: I was not able to watch the full webinar about the new analytics because I had to run to work - is there a link to the recording? Thanks.

Upvote 2

Read Answer Asked by Kim on March 18, 2024

• Dollarama Inc. (DOL $186.14)
  • $186.14 P/E (TTM): 40.53X Cap: $51.44B
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• Five Below Inc. (FIVE $157.09)
  • $157.09 P/E (TTM): 30.88X Cap: $8.35B
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Q: As far as the Discount Dollar Stores goes, I know and shop at Dollarama(Canadian)..., I have never experienced Five Below(US Based)...

- I used to like Dollarama as a Consumer, but its starting to get a bit pricey on items I regularly purchased... Not a fan of the price increases, but I still shop there for certain value...

Questions:

1. Which of the 2 companies would you suggest buying, based on valuation, stock price , growth , future and safety...

2. Buy Both or One

3. Crystal ball : Could you see any of the 2 to be takeover targets in future?

4. Any other suggestions in this space?

Thanks in advance
Regards,
M

Upvote 7

Read Answer Asked by michael on March 18, 2024

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Russel Metals Inc. (RUS $42.16)
  • $42.16 P/E (TTM): 14.59X Cap: $2.36B
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• Melcor Developments Ltd. (MRD $14.76)
  • $14.76 P/E (TTM): 50.07X Cap: $445M
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• Genesis Land Development Corp. (GDC $3.49)
  • $3.49 P/E (TTM): 5.29X Cap: $199M
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Q: With a record immigration numbers and very few pre-construction sales due to the spook that high rates have put into real estate investors, there is a massive shortage of new housing units that has yet to be felt by the market (in my opinion). I think this is a uniquely Canadian problem and wonder if you see any companies poised to outperform when rates are falling and housing starts begin to pick up? Could you name 3-4 companies that would benefit in different ways when the shortage of available housing starts to translate into a rapid increase in units built?

Upvote 2

Read Answer Asked by Tim on March 18, 2024

• BCE Inc. (BCE $33.39)
  • $33.39 P/E (TTM): 73.0X Cap: $31.13B
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Q: Lots of questions here -
What is the timeline for the cost cutting measures?
What are the metrics that describe the potential financial impact of the measures?
How would you rate the proposed measures are adequate to turn things around (low chance = 1, high = 5)?
All else equal, can you guess how BCE's stock price could go up with a drop in BoC interest rates, say by 0.5%, 1%, 2%, 3%?
Thanks a lot. Your guidance is superb.

Upvote 4

Read Answer Asked by TOM on March 18, 2024

• Intel Corporation (INTC $38.16)
  • $38.16 Cap: $167.02B
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• Micron Technology Inc. (MU $206.71)
  • $206.71 P/E (TTM): 26.15X Cap: $232.02B
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• NVIDIA Corporation (NVDA $182.16)
  • $182.16 P/E (TTM): 51.36X Cap: $4.42T
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• Advanced Micro Devices Inc. (AMD $234.99)
  • $234.99 P/E (TTM): 132.93X Cap: $381.35B
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• ON Semiconductor Corporation (ON $51.78)
  • $51.78 P/E (TTM): 48.53X Cap: $21.17B
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• Marvell Technology Inc. (MRVL $82.77)
  • $82.77 Cap: $71.35B
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• Super Micro Computer Inc. (SMCI $47.92)
  • $47.92 P/E (TTM): 32.63X Cap: $28.47B
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• ASML Holding N.V. (ASML $1,036.41)
  • $1,036.41 P/E (TTM): 45.85X Cap: $397.83B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $290.73)
  • $290.73 P/E (TTM): 40.48X Cap: $1.50T
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• Vertiv Holdings LLC Class A (VRT $183.20)
  • $183.20 P/E (TTM): 82.1X Cap: $70.04B
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• Arm Holdings plc (ARM $166.60)
  • $166.60 P/E (TTM): 225.84X Cap: $175.42B
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Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Upvote 8

Read Answer Asked by michael on March 18, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?

As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....

Thx

Upvote 2

Read Answer Asked by jim on March 18, 2024

• SentinelOne Inc. Class A (S $17.37)
  • $17.37 Cap: $5.76B
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Upvote 3

Read Answer Asked by Michael on March 18, 2024

• Costco Wholesale Corporation (COST $942.05)
  • $942.05 P/E (TTM): 67.82X Cap: $417.49B
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• Berkshire Hathaway Inc. (BRK.B $490.16)
  • $490.16 P/E (TTM): 16.86X Cap: $1.05T
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Q: Would you please suggest a good entry level for these stocks?
thanks

Upvote 3

Read Answer Asked by Fernando on March 18, 2024