Investment Q&A

• Estee Lauder Companies Inc. (The) (EL $84.29)
  • $84.29 Cap: $33.11B
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• Zoetis Inc. Class A (ZTS $115.46)
  • $115.46 P/E (TTM): 20.01X Cap: $50.56B
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• Invesco Solar ETF (TAN $54.75)
  • $54.75 P/E (TTM): 18.45X Cap: $1.51B
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Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

Upvote 0

Read Answer Asked by Neil on November 02, 2023

• Mettler-Toledo International Inc. (MTD $1,168.00)
  • $1,168.00 P/E (TTM): 29.24X Cap: $24.97B
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Q: This stock can't seem to find a floor. Would you still consider it a buy (and at what price?)

TIA!

Upvote 0

Read Answer Asked by Wayne on November 02, 2023

• Salesforce Inc. (CRM $199.28)
  • $199.28 P/E (TTM): 24.99X Cap: $179.18B
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Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on November 02, 2023

• Morgan Stanley (MS $154.37)
  • $154.37 P/E (TTM): 15.74X Cap: $254.68B
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Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

Upvote 0

Read Answer Asked by Al on November 02, 2023

• Topicus.com Inc. (TOI $99.69)
  • $99.69 P/E (TTM): 335.23X Cap: $13.51B
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• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 99.71X Cap: $6.42B
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Q: Hi Peter, what are revenue and earnings estimate in the Qtr for LMN and TOI. TOI is expected to report at the close on Nov 2. When is LMN going to report Qtr?

Thank you

Upvote 0

Read Answer Asked by Frank on November 02, 2023

• Berkshire Hathaway Inc. (BRK.B $491.89)
  • $491.89 P/E (TTM): 0.04X Cap: $1.06T
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Q: BRK.B is off its one year high by ~10%. According to RBC DIRECT INVESTING the PE seems to be attractively low at 8.6 x. AND of lots of cash on hand.

This appears to be a bargain at this point in time. I already own it in 2 funds.

Do you agree on the timing of adding more given the current metrics.

Thanks.

Upvote 0

Read Answer Asked by Donald on November 02, 2023

• NBI Altamira CashPerformer Account Series F U$ (NBC201 $1.00)
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Q: What is the present yield and MER of above fund? I hold this fund presently in a U.S. managed account.

Upvote 0

Read Answer Asked by Lorraine on November 02, 2023

• Veralto Corp (VLTO $89.76)
  • $89.76 P/E (TTM): 24.41X Cap: $22.64B
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Q: What do you think is a good price to top up an existing (underwater) position?

Upvote 0

Read Answer Asked by Wayne on November 02, 2023

• Mundoro Capital Inc. (MUN $0.57)
  • $0.57 Cap: $54M
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Q: Hi 5i Team - Could you provide a summary of the operations of Mundoro Capital as well as its balance sheet including cash on hand. Does it hold hold any properties that are particularly interesting from an exploration point of view. Also what is the insider ownership and has there been any significant buying or selling in the past few months.
Thanks.

Upvote 0

Read Answer Asked by Rob on November 02, 2023

• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 99.71X Cap: $6.42B
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Q: Could you please discuss your current outlook for Lumine.It’s been weak.

Upvote 0

Read Answer Asked by Kim on November 02, 2023

• The Walt Disney Company (DIS $99.43)
  • $99.43 P/E (TTM): 14.92X Cap: $178.72B
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• Kimberly-Clark Corporation (KMB $97.82)
  • $97.82 P/E (TTM): 16.76X Cap: $33.20B
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• Lundin Mining Corporation (LUN $35.83)
  • $35.83 Cap: $31.39B
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• Toromont Industries Ltd. (TIH $196.69)
  • $196.69 P/E (TTM): 33.23X Cap: $16.43B
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• Aecon Group Inc. (ARE $39.91)
  • $39.91 P/E (TTM): 419.3X Cap: $2.65B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Granite Real Estate Investment Trust (GRT.UN $86.38)
  • $86.38 Cap: $5.25B
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• InterRent Real Estate Investment Trust (IIP.UN $13.25)
  • $13.25 Cap: $1.85B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $51.68)
  • $51.68 P/E (TTM): 102.72X Cap: $24.33B
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• Ivanhoe Mines Ltd. (IVN $12.95)
  • $12.95 P/E (TTM): 52.76X Cap: $18.86B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 34.24X Cap: $3.72B
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• Major Drilling Group International Inc. (MDI $16.61)
  • $16.61 P/E (TTM): 97.59X Cap: $1.37B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.73)
  • $109.73 Cap: $12.73B
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• ON Semiconductor Corporation (ON $57.69)
  • $57.69 P/E (TTM): 205.48X Cap: $23.34B
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• Slate Grocery REIT (SGR.UN $15.21)
  • $15.21 P/E (TTM): 0.07X Cap: $932M
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• MP Materials Corp. (MP $60.03)
  • $60.03 Cap: $11.05B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.81)
  • $52.81 P/E (TTM): 83.41X Cap: $123.67B
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Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.

Upvote 2

Read Answer Asked by Frank on November 02, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $86.97)
  • $86.97 Cap: $44.56B
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Q: Your response to "Alex" on October 23, 2023 and today's National Post article by David Rosenberg are very positive for the immediate success of TLT. Given its reasonable payout, it seems worth waiting for a turnaround; however, its recent performance has been abysmal. Timing thoughts? It is a worthwhile long-term hold?

Upvote 0

Read Answer Asked by David on November 01, 2023

• SSR Mining Inc. (SSRM $40.19)
  • $40.19 P/E (TTM): 17.29X Cap: $8.35B
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Q: Why, in your estimation, did the street receive SSRM's recent quarter so unfavourably?
Thanks, Hugh

Upvote 0

Read Answer Asked by Hugh on November 01, 2023

• Freeport-McMoRan Inc. (FCX $59.21)
  • $59.21 P/E (TTM): 41.05X Cap: $88.44B
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Q: What’s with Freeport?

Upvote 0

Read Answer Asked by Gregory on November 01, 2023

• WELL Health Technologies Corp. (WELL $4.08)
  • $4.08 Cap: $1.05B
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• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 99.71X Cap: $6.42B
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Q: Good morning,

What are some small to mid-cap Canadian companies, that are somewhat under-followed or under-valued that you think growth stock investors should take a look at? Stocks along the lines of LMN, WELL, TVK, etc.

Thanks in advance. - Jeff

Upvote 0

Read Answer Asked by Jeff on November 01, 2023

• BMO Equal Weight REITs Index ETF (ZRE $22.31)
  • $22.31 P/E (TTM): 25.68X Cap: $587M
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• Choice Properties Real Estate Investment Trust (CHP.UN $15.51)
  • $15.51 Cap: $11.34B
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Q: Good afternoon,

I know that there are diversification benefits to owning ZRE vs individual REITs in Canada. But for a 1-2% portfolio weight, I wonder if I might be better off with a name like CHP.UN purely for income given the quality of their largest tenant.

I have owned ZRE for awhile now, but have to admit to being underwhelmed by its performance.

Thoughts?

Thanks as always.

Thoughts

Upvote 2

Read Answer Asked by Trevor on November 01, 2023

• PayPal Holdings Inc. (PYPL $44.36)
  • $44.36 P/E (TTM): 8.32X Cap: $41.95B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.17)
  • $12.17 Cap: $1.67B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Nu Holdings Ltd. Class A (NU $13.97)
  • $13.97 Cap: $69.82B
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Q: Hello Peter
Any idea why Nu Bank holdings is surging as compared to NVEI, LSPD, PYPL etc. Is it because Warren Buffet owns shares in the company? Is it worth starting a position?

Upvote 2

Read Answer Asked by umedali on November 01, 2023

• NET Power Inc. Class A (NPWR $1.87)
  • $1.87 Cap: $433M
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Q: Can I get your thoughts on this company please.

Thanks

Upvote 0

Read Answer Asked by Scott on November 01, 2023

• Adobe Inc. (ADBE $269.78)
  • $269.78 P/E (TTM): 16.47X Cap: $112.35B
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• Autodesk Inc. (ADSK $249.89)
  • $249.89 P/E (TTM): 48.54X Cap: $53.13B
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• Intuit Inc. (INTU $435.13)
  • $435.13 P/E (TTM): 29.53X Cap: $121.80B
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• Microsoft Corporation (MSFT $401.86)
  • $401.86 P/E (TTM): 25.38X Cap: $3T
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• Salesforce Inc. (CRM $199.28)
  • $199.28 P/E (TTM): 24.99X Cap: $179.18B
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• Oracle Corporation (ORCL $159.16)
  • $159.16 P/E (TTM): 28.08X Cap: $468.82B
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• ServiceNow Inc. (NOW $112.97)
  • $112.97 P/E (TTM): 69.74X Cap: $120.94B
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Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

Upvote 0

Read Answer Asked by Savalai on November 01, 2023

• Global X Lithium & Battery Tech ETF (LIT $71.15)
  • $71.15 P/E (TTM): 1.02X Cap: $1.76B
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Q: I am puzzled that you often recommend Global V Iithium (LIT) .
Even though it is an ETF ( thereby "broader and safer" , in comparison to other lithium plays it has been one of the worst performers . Almost every day it loses value. ughhh

Upvote 0

Read Answer Asked by Thomas on November 01, 2023