Investment Q&A

• Intuitive Surgical Inc. (ISRG $449.40)
  • $449.40 P/E (TTM): 57.44X Cap: $160.72B
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• AbbVie Inc. (ABBV $203.20)
  • $203.20 P/E (TTM): 88.49X Cap: $365.58B
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• Eli Lilly and Company (LLY $908.18)
  • $908.18 P/E (TTM): 40.77X Cap: $875.90B
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• Merck & Company Inc. (MRK $117.90)
  • $117.90 P/E (TTM): 16.6X Cap: $298.78B
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• UnitedHealth Group Incorporated (DE) (UNH $303.57)
  • $303.57 P/E (TTM): 20.96X Cap: $255.38B
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• TransMedics Group Inc. (TMDX $104.68)
  • $104.68 P/E (TTM): 20.76X Cap: $3.59B
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Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks

Upvote 9

Read Answer Asked by steve on April 08, 2024

• VanEck Rare Earth/Strategic Metals ETF (REMX $88.86)
  • $88.86 P/E (TTM): 102.36X Cap: $247M
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Q: Dear 5i team.

Can you update your viewes on REMX please? What is your assessment of:

1) up/down part of the cycle?
2) co's trading at decent multiples?
3) Does this pay a dividend?

Do you still see this as a good part of a diversified portfolio?

Appreciate your help.

Upvote 2

Read Answer Asked by Arthur on April 08, 2024

• Tennessee Valley Authority (TVE $24.16)
  • $24.16 Cap: $1.03B
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• Headwater Exploration Inc. (HWX $12.91)
  • $12.91 P/E (TTM): 19.5X Cap: $2.99B
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Q: Hi team,
I am currently treading water in TVE. I understand that HWX is also a Clearwater producer. In comparing the two, HWX has more production, much higher ROE, lower debt, higher margin, lower PE and higher dividend. Would you sell TVE and buy HWX?

Upvote 1

Read Answer Asked by Ken on April 08, 2024

• Constellation Software Inc. (CSU $2,440.46)
  • $2,440.46 P/E (TTM): 74.13X Cap: $51.76B
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• Topicus.com Inc. (TOI $97.71)
  • $97.71 P/E (TTM): 300.57X Cap: $12.67B
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• Lumine Group Inc. (LMN $22.79)
  • $22.79 P/E (TTM): 88.99X Cap: $5.95B
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Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Upvote 13

Read Answer Asked by JEFF on April 08, 2024

Q: One of the recent questions concerned Apple. A 5i member noted that they had purchased the stock at a very low price and now had a huge profit. In essence the question was addressed to you to share with others and confirm their "skills" or good fortune. I would like to compliment you on your answers keeping all of us concentrated on what really matters. Investing in good, solid companies, diversification, and don't trade too much. Oh, and be very thankful when luck shines your way!
Gordo

Upvote 8

Read Answer Asked by gord on April 08, 2024

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.78)
  • $52.78 P/E (TTM): 18.19X Cap: $27.06B
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• State Street SPDR S&P 500 ETF Trust (SPY $654.71)
  • $654.71 P/E (TTM): 26.17X Cap: $661.32B
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• iShares Core S&P 500 ETF (IVV $657.50)
  • $657.50 P/E (TTM): 25.68X Cap: $729.20B
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Q: Warren Buffett says " buy index funds" preferably Vanguard.

What would you buy in Canada & the USA?

Thank you.

Upvote 6

Read Answer Asked by Ross on April 08, 2024

• IAMGOLD Corporation (IMG $26.26)
  • $26.26 P/E (TTM): 17.15X Cap: $15.53B
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• Scandium International Mining Corp. (SCY $0.10)
  • $0.10 Cap: $32M
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• Rio2 Limited (RIO $2.72)
  • $2.72 Cap: $1.45B
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Q: Which of these companies would provide good exposure to the scandium market? Thanks.

Upvote 1

Read Answer Asked by Helen on April 08, 2024

Q: Peter and His Wonder Team
Here is a simple question for you but I do not want to make a mistake with CRA in regards to Capital Gains. If I have a stock in the green and sell ...do I have to pay on just 50% of that gain? On the other hand If I have a second stock in the red of an equal loss and sell...does that just negate the gain entirely? On the other hand are gains only at 50% and losses at 100%? In other words how does one calculate capital gains in general?Thanks...don't want to get into trouble with the "Tax-Man"! Ha!Ha!

Upvote 3

Read Answer Asked by Ernest on April 08, 2024

• ATS Corporation (ATS $38.98)
  • $38.98 Cap: $3.91B
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• TerraVest Industries Inc. (TVK $128.29)
  • $128.29 Cap: $2.79B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $195.16)
  • $195.16 P/E (TTM): 30.05X Cap: $2.50B
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Q: Greetings 5i, which one of these 3 companies would be your top choice today for a new position in a TFSA? Growth over 5 years is primary objective. Thanks.

Upvote 12

Read Answer Asked by Barbara on April 08, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X
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Q: Your comments on the deal w/Westgold. Is it good for Karora shares holder? Should we sell, buy, hold and wait? Should we transfer to an other proxy? Your analysis will be appreciated.

Thanks

Upvote 3

Read Answer Asked by Daniel on April 08, 2024

• Alimentation Couche-Tard Inc. (ATD $78.12)
  • $78.12 P/E (TTM): 20.93X Cap: $72.90B
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• Canadian Tire Corporation Limited (CTC $210.00)
  • $210.00 P/E (TTM): 22.29X Cap: $11.11B
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Q: Both CTC and ATD are down. Would you recommend either or both as a good buy? Thanks Dan

Upvote 4

Read Answer Asked by Danny-boy on April 08, 2024

Q: If the US decided to devalue their currency, how would that effect stocks?

I read some where they did this in 1933 and 1971.

Upvote 2

Read Answer Asked by Mark on April 08, 2024

• Athabasca Oil Corporation (ATH $11.17)
  • $11.17 P/E (TTM): 22.04X Cap: $5.22B
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Q: ATH:CA - Bu, sell or hold and why. Thanks.

Upvote 1

Read Answer Asked by garry on April 08, 2024

• Richelieu Hardware Ltd. (RCH $40.23)
  • $40.23 P/E (TTM): 26.03X Cap: $2.22B
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Q: Hi,

Any surprises here on the earnings release?

Upvote 2

Read Answer Asked by Kelly on April 08, 2024

• Exchange Income Corporation (EIF $105.20)
  • $105.20 P/E (TTM): 35.53X Cap: $5.94B
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Q: Hi Please can you update the short positions on Eif . Many thanks

Upvote 1

Read Answer Asked by Alan on April 08, 2024

• Athabasca Oil Corporation (ATH $11.17)
  • $11.17 P/E (TTM): 22.04X Cap: $5.22B
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Q: Is ATH a buy or sell? Thank You

Upvote 2

Read Answer Asked by garry on April 08, 2024

• ATS Corporation (ATS $38.98)
  • $38.98 Cap: $3.91B
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Q: Is it worth continuing to hold ATS? Despite the AI fanfare over the past few years and solid fundamentals, it is massively underperforming the market over the past 12 months.

Upvote 14

Read Answer Asked by Patrick on April 05, 2024

• Agnico Eagle Mines Limited (AEM $287.14)
  • $287.14 P/E (TTM): 24.05X Cap: $145.47B
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Q: Peter and His Wonder Team
I have owned this stock for sometime and am up with its recent run. I have hit my sell target but now gold is surging. I am a disciplined long term investor. So your opinion please...do you think it has a little or great run way. I accept that you can not expect to sell at the exact high or buy at the exact low. So if I missed a further increase I would not be troubled. However if I hold and it retreats I would be up set that I was undisciplined...if you know what I mean. So what do you think...good odds to hold for awhile or take the profit and be happy. Thanks for you opinion...I realize I am totally responsible for my ultimate decision.

Upvote 10

Read Answer Asked by Ernest on April 05, 2024

• Allied Properties Real Estate Investment Trust (AP.UN $9.54)
  • $9.54 P/E (TTM): 6.85X Cap: $1.21B
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Q: AP.UN recently issued a second T3 for a phantom capital gain of $5 per share. Do we have to pay tax on it now, or only when when we sell?

Upvote 1

Read Answer Asked by Peter on April 05, 2024

• Agnico Eagle Mines Limited (AEM $287.14)
  • $287.14 P/E (TTM): 24.05X Cap: $145.47B
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Q: What do you see as the cause of the price of gold increasing right now? How long will it continue? Do you like the producers such as AEM or do you prefer bullion? Thanks for you guidance.
Ian

Upvote 7

Read Answer Asked by Ian on April 05, 2024