Investment Q&A

• NVIDIA Corporation (NVDA $174.18)
  • $174.18 P/E (TTM): 58.12X Cap: $4.23T
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• Booking Holdings Inc. (BKNG $5,599.05)
  • $5,599.05 P/E (TTM): 39.4X Cap: $181.46B
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• Eli Lilly and Company (LLY $732.58)
  • $732.58 P/E (TTM): 59.56X Cap: $693.35B
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• United Rentals Inc. (URI $956.34)
  • $956.34 P/E (TTM): 24.74X Cap: $61.53B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.70)
  • $45.70 P/E (TTM): 5.95X Cap: $18.60B
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• Vanguard S&P 500 Index ETF (VFV $157.46)
  • $157.46 P/E (TTM): 82.03X Cap: $24.57B
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• Axon Enterprise Inc. (AXON $747.29)
  • $747.29 P/E (TTM): 189.14X Cap: $58.66B
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Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.

Thanks
Tim

Upvote 26

Read Answer Asked by Timothy on November 22, 2023

• Mawer Balanced Fund Series A (MAW104 $38.95)
  • $38.95 P/E (TTM): 17.4X Cap: $4.83B
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• Vanguard Balanced ETF Portfolio (VBAL $35.40)
  • $35.40 P/E (TTM): 15.14X Cap: $3.78B
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Q: Peter; Can you compare returns of the above two and which would be your preference? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on November 22, 2023

• Miscellaneous (MISC)
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Q: Hi there, I'm thinking of moving some of my investments over to Wealthsimple Trade (WS), which I believe is their self managed online brokerage. In your opinion, would my money be safe with their platform? Do you see any red flags, relative to the Big 6 brokerages? Thanks!

Upvote 6

Read Answer Asked by Michael on November 22, 2023

Q: Do you know a good financial online site that tracks the Nas and N.Y. daily Highs ?

Upvote 1

Read Answer Asked by Lorraine on November 22, 2023

• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
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Q: You recently answered a question on Argonaut Gold. You mentioned that there would be more information to share after its results on Nov 14th. The price has been falling sharply. Are there new reasons for concern? Buy, hold or sell? Thanks.

Upvote 4

Read Answer Asked by Brian on November 21, 2023

• Stella-Jones Inc. (SJ $78.22)
  • $78.22 P/E (TTM): 13.04X Cap: $4.32B
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• Russel Metals Inc. (RUS $41.60)
  • $41.60 P/E (TTM): 14.4X Cap: $2.32B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• West Fraser Timber Co. Ltd. (WFG $100.04)
  • $100.04 Cap: $7.88B
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• Doman Building Materials Group Ltd. (DBM $9.76)
  • $9.76 P/E (TTM): 11.56X Cap: $855M
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Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?

Upvote 6

Read Answer Asked by Maria on November 21, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $34.84)
  • $34.84 Cap: $22.92B
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Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Upvote 17

Read Answer Asked by Pierre on November 21, 2023

• Canadian Pacific Kansas City Limited (CP $104.61)
  • $104.61 P/E (TTM): 23.37X Cap: $97.33B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.14)
  • $43.14 P/E (TTM): 1058.25X Cap: $19.89B
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Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Upvote 8

Read Answer Asked by JR on November 21, 2023

• Tourmaline Oil Corp. (TOU $58.32)
  • $58.32 P/E (TTM): 14.56X Cap: $21.84B
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• Whitecap Resources Inc. (WCP $10.34)
  • $10.34 P/E (TTM): 7.14X Cap: $12.73B
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Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Upvote 6

Read Answer Asked by Gary on November 21, 2023

• TransAlta Corporation (TA $16.87)
  • $16.87 Cap: $5B
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Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Upvote 1

Read Answer Asked by Michael on November 21, 2023

Q: Hello 5I,

Do you know of a good financial online site that tracks the current spot price of Gold?

I use TD Webroker and regular gold price updates our far and few between?


Thanks for your help

Stephen G

Upvote 2

Read Answer Asked by Stephen on November 21, 2023

• Birchtech Corp. (MEEC)
  • Cap: $79M
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Q: I noticed where they came out with some more information, which moved the stock higher. I was wondering what your take on the announcement is. Thank You

Upvote 1

Read Answer Asked by Earl on November 21, 2023

Q: What can you tell me about this company and is it a buy, sell, or hold. Thanks for your good work and I will wait for your answer.

Upvote 1

Read Answer Asked by Earl on November 21, 2023

• TJX Companies Inc. (The) (TJX $136.61)
  • $136.61 P/E (TTM): 32.26X Cap: $152.40B
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Q: Could you update your thoughts on TJX? Is this a good time to buy this consumer discretionary company given the uncertainty around the strength of consumer spending over the near term? Thanks.

Upvote 4

Read Answer Asked by Stefan on November 21, 2023

• Fortinet Inc. (FTNT $78.77)
  • $78.77 P/E (TTM): 32.63X Cap: $60.35B
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• Palo Alto Networks Inc. (PANW $190.52)
  • $190.52 P/E (TTM): 109.15X Cap: $127.03B
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• Qualys Inc. (QLYS $135.81)
  • $135.81 P/E (TTM): 27.01X Cap: $4.90B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.

Upvote 4

Read Answer Asked by Les on November 21, 2023

• MARA Holdings Inc. (MARA $15.98)
  • $15.98 P/E (TTM): 10.86X Cap: $5.91B
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• Riot Platforms Inc. (RIOT $13.76)
  • $13.76 Cap: $5.08B
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• CleanSpark Inc. (CLSK)
  • P/E (TTM): 12.77X Cap: $2.72B
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Q: Any specific reason for the significant gains today in CLSK, RIOT and MARA other than bitcoin price ?

Upvote 2

Read Answer Asked by Thomas on November 21, 2023

• Toromont Industries Ltd. (TIH $143.59)
  • $143.59 P/E (TTM): 24.49X Cap: $11.66B
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Q: Would you consider this a buy now or wait?

Upvote 4

Read Answer Asked by Brian on November 21, 2023

• Alphabet Inc. (GOOG $213.53)
  • $213.53 P/E (TTM): 22.64X Cap: $2.58T
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• AbbVie Inc. (ABBV $210.40)
  • $210.40 P/E (TTM): 88.85X Cap: $371.68B
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• WSP Global Inc. (WSP $279.68)
  • $279.68 P/E (TTM): 45.91X Cap: $36.50B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $106.32B
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Q: I have some funds to invest and am considering the above stocks. Please indicate whether these stocks are better held in an unregistered, TFSA or RRSP account. Please rank these stocks on a 5 year hold. Thank you

Upvote 7

Read Answer Asked by Don on November 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.30)
  • $55.30 Cap: $7.30B
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Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick

Upvote 7

Read Answer Asked by Rick on November 21, 2023

• Amazon.com Inc. (AMZN $229.00)
  • $229.00 P/E (TTM): 35.3X Cap: $2.44T
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• Costco Wholesale Corporation (COST $943.32)
  • $943.32 P/E (TTM): 55.2X Cap: $418.34B
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• Microsoft Corporation (MSFT $506.69)
  • $506.69 P/E (TTM): 37.36X Cap: $3.76T
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• NVIDIA Corporation (NVDA $174.18)
  • $174.18 P/E (TTM): 58.12X Cap: $4.23T
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• Visa Inc. (V $351.78)
  • $351.78 P/E (TTM): 34.17X Cap: $682.43B
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Q: I have some cash in my RRSP account that I will be investing in the next couple of weeks. I understand that Dividend US Equity investments are preferred for RRSP accounts. I am considering the above stocks for my RRSP. Please advise if these stocks are considered Dividend US Equity investments and rank the stocks in order of preference for a 5 year hold.
In my RRSP Direct Investing account, I have the option of converting CDN funds to US funds before purchasing US stocks. Would you recommend converting CDN funds to US funds before purchasing US stocks?

Upvote 11

Read Answer Asked by Don on November 21, 2023