Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $137.01)
  • $137.01 P/E (TTM): 20.68X Cap: $1.63B
  • View HPS.A Profile
  • View Questions on HPS.A
• Powell Industries Inc. (POWL $332.87)
  • $332.87 P/E (TTM): 24.19X Cap: $4.01B
  • View POWL Profile
  • View Questions on POWL

Q: Can you compare POW and HPS-A against each other and identify which would have more share price potential? How would they compare to something larger like FTS?

Upvote 3

Read Answer Asked by Mike on January 18, 2024

• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
  • View MAG Profile
  • View Questions on MAG

Q: Can I have ur opinion on this?have owned for a bit and is a major disappointment. Move on or hang in ?

Upvote 1

Read Answer Asked by Andre on January 18, 2024

• Kinaxis Inc. (KXS $178.56)
  • $178.56 P/E (TTM): 149.4X Cap: $5.04B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: KXS has been on a tear and is up over 20% in 2 weeks after lagging for a while.

Can't see any news reason for it do you? Or simply, just a bounce back from oversold?

Thanks


Sheldon

Upvote 8

Read Answer Asked by Sheldon on January 18, 2024

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
  • View PDYPF Profile
  • View Questions on PDYPF
• Flutter Entertainment Plc ADR (PDYPY $103.75)
  • $103.75 Cap: $9.18B
  • View PDYPY Profile
  • View Questions on PDYPY

Q: Hi there, any reason for the nice move today regarding Flutter?

Any other intel regarding the US listing coming soon?

Anything else you can add would be greatly appreciated.

When do they report next, and what is expected, etc etc

Thanks!

Upvote 3

Read Answer Asked by Hussein on January 18, 2024

• Fidelity Global Innovators Class Series B (FID5973 $47.78)
  • $47.78 P/E (TTM): 18.7X
  • View FID5973 Profile
  • View Questions on FID5973
• Vertiv Holdings LLC Class A (VRT $171.59)
  • $171.59 P/E (TTM): 83.64X Cap: $65.52B
  • View VRT Profile
  • View Questions on VRT
• Snowflake Inc. (SNOW $241.67)
  • $241.67 Cap: $81.87B
  • View SNOW Profile
  • View Questions on SNOW

Q: FID5973 has spun off an ETF version FINN.
Compare owning FINN to QQQ/QQQM and FINN to a basket of stocks held within the ETF - What do you prefer for long term investor wants.

Upvote 2

Read Answer Asked by Franc on January 18, 2024

• Lithium Americas Corp. (LAC $9.34)
  • $9.34 Cap: $2.25B
  • View LAC Profile
  • View Questions on LAC
• Albemarle Corporation (ALB $91.27)
  • $91.27 Cap: $10.74B
  • View ALB Profile
  • View Questions on ALB
• Sociedad Quimica y Minera S.A. (SQM $42.39)
  • $42.39 P/E (TTM): 17.66X Cap: $12.10B
  • View SQM Profile
  • View Questions on SQM
• NanoXplore Inc. (GRA $2.66)
  • $2.66 Cap: $453M
  • View GRA Profile
  • View Questions on GRA
• Carpenter Technology Corporation (CRS $244.79)
  • $244.79 P/E (TTM): 33.6X Cap: $12.20B
  • View CRS Profile
  • View Questions on CRS
• Constellium SE (France) (CSTM $15.66)
  • $15.66 P/E (TTM): 27.12X Cap: $2.13B
  • View CSTM Profile
  • View Questions on CSTM
• ATI Inc. (ATI $82.16)
  • $82.16 P/E (TTM): 29.28X Cap: $11.32B
  • View ATI Profile
  • View Questions on ATI
• Graco Inc. (GGG $81.61)
  • $81.61 P/E (TTM): 29.74X Cap: $13.52B
  • View GGG Profile
  • View Questions on GGG
• Haynes International Inc. (HAYN)
  • P/E (TTM): 20.96X Cap: $779M
  • View HAYN Profile
  • View Questions on HAYN
• Graphene Manufacturing Group Ltd. (GMG $0.98)
  • $0.98 Cap: $108M
  • View GMG Profile
  • View Questions on GMG

Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Upvote 3

Read Answer Asked by V on January 18, 2024

• Nutanix Inc. (NTNX $68.80)
  • $68.80 P/E (TTM): 106.29X Cap: $18.49B
  • View NTNX Profile
  • View Questions on NTNX

Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.

Upvote 2

Read Answer Asked by Martin on January 18, 2024

Q: May I please get your current thoughts on TH International. Growth seems strong and they are starting to open up Popeyes locations as well as Tims. Thanks.

Upvote 1

Read Answer Asked by Marco on January 18, 2024

Q: Regarding the question asked by kel today re ranking the sectors can u give a brief rationale for technology industrials utilities financials and healthcare

Upvote 13

Read Answer Asked by Indra on January 18, 2024

• O'Reilly Automotive Inc. (ORLY $101.21)
  • $101.21 P/E (TTM): 36.21X Cap: $85.87B
  • View ORLY Profile
  • View Questions on ORLY
• Booking Holdings Inc. (BKNG $5,230.59)
  • $5,230.59 P/E (TTM): 36.85X Cap: $169.52B
  • View BKNG Profile
  • View Questions on BKNG
• AutoZone Inc. (AZO $3,997.26)
  • $3,997.26 P/E (TTM): 26.76X Cap: $66.86B
  • View AZO Profile
  • View Questions on AZO
• Canadian Pacific Kansas City Limited (CP $107.02)
  • $107.02 P/E (TTM): 23.63X Cap: $99.57B
  • View CP Profile
  • View Questions on CP
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.52)
  • $122.52 P/E (TTM): 16.15X Cap: $27.49B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $183.20)
  • $183.20 P/E (TTM): 40.22X Cap: $50.63B
  • View DOL Profile
  • View Questions on DOL
• BRP Inc. Subordinate Voting Shares (DOO $91.08)
  • $91.08 Cap: $6.65B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Alimentation Couche-Tard Inc. (ATD $73.90)
  • $73.90 P/E (TTM): 19.43X Cap: $69.51B
  • View ATD Profile
  • View Questions on ATD
• Ulta Beauty Inc. (ULTA $519.33)
  • $519.33 P/E (TTM): 20.19X Cap: $23.28B
  • View ULTA Profile
  • View Questions on ULTA
• Hilton Worldwide Holdings Inc. (HLT $275.06)
  • $275.06 P/E (TTM): 40.92X Cap: $61.21B
  • View HLT Profile
  • View Questions on HLT

Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?

Upvote 14

Read Answer Asked by Jeffrey on January 18, 2024

Q: Good morning - you mentioned that DRIPs are a wonder of the world in an earlier question about SLF. Can you please explain why you think so highly of DRIPs? Are there tax implications involved? Thank

Upvote 4

Read Answer Asked by alex on January 18, 2024

• North American Construction Group Ltd. (NOA $21.02)
  • $21.02 P/E (TTM): 17.87X Cap: $634M
  • View NOA Profile
  • View Questions on NOA

Q: Do you feel NOA has a durable moat in that it’s massive heavy equipment located in remote areas of the world make it difficult for competitors to enter?

Upvote 1

Read Answer Asked by Kim on January 18, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.50)
  • $16.50 Cap: $2.27B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Upvote 4

Read Answer Asked by Richard on January 18, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.71)
  • $18.71 Cap: $780M
  • View CBO Profile
  • View Questions on CBO
• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.74)
  • $17.74 Cap: $608M
  • View CLF Profile
  • View Questions on CLF
• iShares Core Canadian Universe Bond Index ETF (XBB $28.72)
  • $28.72 Cap: $8.74B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $19.30)
  • $19.30 Cap: $901M
  • View XLB Profile
  • View Questions on XLB

Q: Dear 5i team.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?

Many thanks for your help to understand the risk/reward here.

Upvote 9

Read Answer Asked by Arthur on January 18, 2024

• Transocean Ltd (Switzerland) (RIG $3.42)
  • $3.42 Cap: $3.22B
  • View RIG Profile
  • View Questions on RIG
• Precision Drilling Corporation (PD $78.83)
  • $78.83 P/E (TTM): 11.56X Cap: $1.04B
  • View PD Profile
  • View Questions on PD
• Nabors Industries Ltd. (NBR $41.70)
  • $41.70 Cap: $627M
  • View NBR Profile
  • View Questions on NBR

Q: I am interest in expanding my oil and gas investments to the service side of the oil and gas sector. Would you be able to compare three drilling companies that I am considering. I am interested in PD and NBR for on shore drilling and RIG for offshore. I would prefer a company that is profitable or projected to be soon. The focus is on growth and less on dividends. A fair amount of risk can be handled. Please compare information on these three companies.

Upvote 2

Read Answer Asked by Maureen on January 18, 2024

• Amazon.com Inc. (AMZN $217.95)
  • $217.95 P/E (TTM): 33.85X Cap: $2.32T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $944.68)
  • $944.68 P/E (TTM): 67.3X Cap: $418.66B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $733.41)
  • $733.41 P/E (TTM): 26.61X Cap: $1.84T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $252.53)
  • $252.53 P/E (TTM): 26.8X Cap: $3.04T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $180.28)
  • $180.28 P/E (TTM): 51.61X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,230.59)
  • $5,230.59 P/E (TTM): 36.85X Cap: $169.52B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $812.43)
  • $812.43 P/E (TTM): 52.26X Cap: $768.92B
  • View LLY Profile
  • View Questions on LLY
• Oracle Corporation (ORCL $272.66)
  • $272.66 P/E (TTM): 63.69X Cap: $774.82B
  • View ORCL Profile
  • View Questions on ORCL
• Constellation Software Inc. (CSU $3,690.00)
  • $3,690.00 P/E (TTM): 89.67X Cap: $78.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.56)
  • $226.56 P/E (TTM): 91.38X Cap: $294.38B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $143.25)
  • $143.25 P/E (TTM): 66.37X Cap: $12.03B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $36.29)
  • $36.29 P/E (TTM): 136.32X Cap: $9.31B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks

Upvote 16

Read Answer Asked by Fernando on January 18, 2024

• WELL Health Technologies Corp. (WELL $4.95)
  • $4.95 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: How likely is it that WELL is interested in Life Labs from OMERS?

Upvote 5

Read Answer Asked by Justin on January 18, 2024

• Sun Life Financial Inc. (SLF $86.04)
  • $86.04 P/E (TTM): 15.66X Cap: $48.90B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC $261.97)
  • $261.97 P/E (TTM): 20.99X Cap: $46.72B
  • View IFC Profile
  • View Questions on IFC

Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?

Upvote 11

Read Answer Asked by Matthew on January 18, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• GLOBAL X FDS (BOTZ $36.83)
  • $36.83 P/E (TTM): 60.14X Cap: $3.11B
  • View BOTZ Profile
  • View Questions on BOTZ

Q: I was interested in buying CHAT however I never heard about the ETF company. How would you rank https://www.roundhillinvestments.com)

Is there any similar ETF like Chat?

Thanks for the great service your team has provided.

Upvote 3

Read Answer Asked by Hector on January 18, 2024

• Apple Inc. (AAPL $258.45)
  • $258.45 P/E (TTM): 39.87X Cap: $3.83T
  • View AAPL Profile
  • View Questions on AAPL
• Telsa Yield Shares Purpose ETF (YTSL)
  • View YTSL Profile
  • View Questions on YTSL

Q: Can you explain the product from Purpose ETF (ticker APLY) in the link below. Seems to be an ETF which owns Apple shares and somehow gives you yield with a call strategy as you hold. What is downside risk ? What is upside ?

Does anyone just hold shares anymore ? The financial wizardry with these ETFs seems like it will all blow up at some point just like CDOs in 2009.

https://www.purposeinvest.com/funds/apple-yield-shares-purpose-etf?utm_campaign=apple&utm_source=bnn&utm_medium=banner&utm_content=takeover

Thomas

Upvote 4

Read Answer Asked by Thomas on January 18, 2024