Investment Q&A

• Carpenter Technology Corporation (CRS $253.72)
  • $253.72 P/E (TTM): 35.89X Cap: $12.83B
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Q: Peter; CRS is taking a dip this am- all I’ve seen is the company talking about future sales-+ have the actual earnings been released ? - would you add here or wait? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on October 16, 2024

• Apple Inc. (AAPL $210.65)
  • $210.65 P/E (TTM): 31.67X Cap: $3.01T
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• Alphabet Inc. (GOOGL $193.74)
  • $193.74 P/E (TTM): 21.77X Cap: $2.35T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 58.06X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $5,467.38)
  • $5,467.38 P/E (TTM): 34.14X Cap: $176.88B
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• Crocs Inc. (CROX $103.64)
  • $103.64 P/E (TTM): 6.15X Cap: $5.71B
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• Uber Technologies Inc. (UBER $87.11)
  • $87.11 P/E (TTM): 15.49X Cap: $184.92B
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• TransMedics Group Inc. (TMDX $119.00)
  • $119.00 P/E (TTM): 93.66X Cap: $4.28B
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Q: Hello 5i,

NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?

We have a few options for those funds. Sector allocation is not important.

Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG


Thank you

D&J

Upvote 7

Read Answer Asked by Jerry on October 16, 2024

• Honeywell International Inc. (HON $219.39)
  • $219.39 P/E (TTM): 25.38X Cap: $140.35B
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• Illinois Tool Works Inc. (ITW $257.82)
  • $257.82 P/E (TTM): 22.32X Cap: $74.63B
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• WSP Global Inc. (WSP $283.94)
  • $283.94 P/E (TTM): 51.42X Cap: $37.23B
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• Toromont Industries Ltd. (TIH $142.09)
  • $142.09 P/E (TTM): 23.73X Cap: $11.57B
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• Fortive Corporation (FTV $47.77)
  • $47.77 P/E (TTM): 20.71X Cap: $16.37B
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Q: Hello 5I
I wish you all a happy Thanksgiving and Thank you for all you do for us.
I recently bought some Honeywell (HON)shares thinking that the spinout that they announced was a good move. I was comparing them to Fortive (FTV) (Not many past questions on this company) and now I am not sure if they are the better vehicle. Could you please weigh in on this and if needed, add any other name thar you may like more. I am not worried about tax implications of selling. Which direction would you take if it was your portfolio?
Once again, Thank you
Jeremy

Upvote 1

Read Answer Asked by Jeremy on October 16, 2024

• Propel Holdings Inc. (PRL $35.24)
  • $35.24 P/E (TTM): 17.69X Cap: $1.39B
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Q: Are Propel Holdings' charges on loans and the analysis of those charges correct in the Propel Holdings question asked on Oct. 12?

Thank you.

Howard

Upvote 6

Read Answer Asked by Howard on October 16, 2024

• ECN Capital Corp. (ECN $3.08)
  • $3.08 P/E (TTM): 112.07X Cap: $866M
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Q: ECN seems to be slowly rising from the ashes. Given that 🇨🇦 is now on a downward interest rate cycle, do you see good potential for them going forward? I know you used to think their management team was top notch.

Upvote 1

Read Answer Asked by Kel on October 16, 2024

• MTY Food Group Inc. (MTY $38.74)
  • $38.74 P/E (TTM): 23.99X Cap: $873M
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Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on October 16, 2024

• Toronto-Dominion Bank (The) (TD $100.88)
  • $100.88 P/E (TTM): 10.24X Cap: $173.16B
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• Metro Inc. (MRU $106.77)
  • $106.77 P/E (TTM): 23.68X Cap: $23.46B
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• WSP Global Inc. (WSP $283.94)
  • $283.94 P/E (TTM): 51.42X Cap: $37.23B
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• Alimentation Couche-Tard Inc. (ATD $71.24)
  • $71.24 P/E (TTM): 18.84X Cap: $67.34B
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• Boyd Group Services Inc. (BYD $190.04)
  • $190.04 P/E (TTM): 222.77X Cap: $4.07B
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Q: Please rank these stocks best to worse regarding potential capital gains from current prices over next 3 to 5 years

Upvote 13

Read Answer Asked by Nigel on October 16, 2024

• Toronto-Dominion Bank (The) (TD $100.88)
  • $100.88 P/E (TTM): 10.24X Cap: $173.16B
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Q: In your opinion. Do you think there might be tax loss selling pressure on TD stock from now to year-end?

Upvote 5

Read Answer Asked by Ian on October 16, 2024

• ASML Holding N.V. (ASML $686.82)
  • $686.82 P/E (TTM): 31.09X Cap: $271.22B
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Q: Would you buy the dip? How compelling is it at this price compared to other large cap tech? Please rate it, 1 being total disdain of the stock, 10 being a strong endorsement.

Thank you!

Upvote 5

Read Answer Asked by Karim on October 16, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $89.25)
  • $89.25 Cap: $4.59B
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Q: Why don't you have a sector breakdown in portfolio tracking and analysis for HXS. It is important to me, I hope you can fix this. I really appreciate all of you at 5i Research and often tell others about you.

Upvote 2

Read Answer Asked by William on October 16, 2024

• WELL Health Technologies Corp. (WELL $4.69)
  • $4.69 Cap: $1.17B
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Q: There was a buy in from a large investor at $4.34 a share. WELL is coming down to that price today (currently down 13cents). What do you see happening going forward? I assume it's a good sign that there is a large investment but it seems the discount is large. Your take on things?

Upvote 13

Read Answer Asked on October 16, 2024

• VersaBank (VBNK $15.26)
  • $15.26 P/E (TTM): 14.67X Cap: $497M
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Q: Any news on whats happening with Versabank?

Thanks for all the good work.
Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on October 16, 2024

Q: Useless questions: when was 5iResearch created , by whom and any reason for this specific name?

Keep the good work. Tax loss season is always fun.

Upvote 17

Read Answer Asked by Denise on October 16, 2024

• Costco Wholesale Corporation (COST $956.00)
  • $956.00 P/E (TTM): 55.8X Cap: $418.47B
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• United Rentals Inc. (URI $854.25)
  • $854.25 P/E (TTM): 22.53X Cap: $55.78B
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• Berkshire Hathaway Inc. (BRK.B $465.63)
  • $465.63 P/E (TTM): 12.24X Cap: $1T
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• Trane Technologies plc (TT $424.67)
  • $424.67 P/E (TTM): 36.13X Cap: $95.40B
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Q: I am overweight in Costco and will sell some shares. I would like to reinvest the funds in one of the 3 Co listed. I have well balanced portfolios, although somewhat overweighted in Tech. Which of the 3 would you consider the best option? Thanks for your great service.

Upvote 9

Read Answer Asked by jacques on October 16, 2024

• SPDR Portfolio S&P 500 High Dividend ETF (SPYD $42.93)
  • $42.93 P/E (TTM): 38.26X Cap: $6.88B
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Q: Looking for a well diversified ETF in the US markets with a high dividend yield (4-5%) and some growth. In your opinion, does SPYD meet the criteria and would you have any other suggestions?
Much appreciated.
Frank

Upvote 4

Read Answer Asked by Francisco on October 16, 2024

• Amazon.com Inc. (AMZN $215.50)
  • $215.50 P/E (TTM): 34.47X Cap: $2.27T
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• Alphabet Inc. (GOOG $194.54)
  • $194.54 P/E (TTM): 21.85X Cap: $2.36T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
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• Enghouse Systems Limited (ENGH $22.65)
  • $22.65 P/E (TTM): 16.02X Cap: $1.25B
  • View ENGH Profile
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• Palantir Technologies Inc. (PLTR $177.34)
  • $177.34 P/E (TTM): 698.52X Cap: $408.90B
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Q: Bought in the $60's in 2020.A great underperformer,Recently Ceo left,and in my humble opinion,the whole Board should be gone too,. What do U think of taking my losses.?Please provide best replacements,thinking of Nvda,Pltr,Amzn,Goog. Txs for U usual great services & views.

Upvote 6

Read Answer Asked by Peter on October 16, 2024

Q: What happens to a spouses TFSA if they pass away,and you are the registered agent for the account.My question is can you continue to trade ,or do nothing and could the fund continue to grow tax free

Upvote 15

Read Answer Asked by Greg on October 16, 2024

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.51)
  • $41.51 P/E (TTM): 0.16X Cap: $2.69B
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Q: Do you think emerging markets could make a move compared to other markets such as the USA and if so what mutual funds etf s do you like?

Upvote 3

Read Answer Asked by Gary on October 16, 2024

• Seaport Entertainment Group Inc. (SEG $22.53)
  • $22.53 Cap: $292M
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Q: Hi 5i,
Can I ask your opinion on the Seaport Entertainment Group spin-off from Howard Hughes?

Thank you!

Upvote 1

Read Answer Asked by Greg on October 16, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
  • View PAY Profile
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Q: It must be known by now how Door Dash is replacing Payfare's service. Are they internalizing the immediate pay function or are they selecting an alternate provider? If it was easy to internalize the function aren't other customers likely to follow suit? Pls. give me your best guess on Payfare's future - does it have a saleable service or not?
Thanks, Hugh

Upvote 5

Read Answer Asked by Hugh on October 16, 2024