Investment Q&A

Q: A have been listening to a lot of reputable professionals stating we will soon be entering years of low returns in the stock market. Can you let me know what data they are reviewing to make such comments?
Also, do you agree with this assessment?
Thanks

Upvote 17

Read Answer Asked by Ben on October 23, 2024

• Sprott Physical Gold Trust Unit (PHYS $25.93)
  • $25.93 P/E (TTM): 24.9X Cap: $10.44B
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• Sprott Physical Gold Trust (PHYS $35.76)
  • $35.76 P/E (TTM): 24.9X Cap: $14.28B
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Q: You may have answered this question before. How does one buy gold instead of gold but trades like a stock -- liquid and is 100% correlated to the price of spot gold

Upvote 7

Read Answer Asked by Murray on October 22, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $92.72)
  • $92.72 P/E (TTM): 234.96X Cap: $148.46B
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Q: I have been a happy holder of BN/BAM but have always found it hard to measure and take the approach that they are a smart group of ppl who also own a good chunk of the company. What financial metrics do you recommend for evaluating BN ? Regular metrics like PE and ROE don't seem to work...

Upvote 6

Read Answer Asked by Allan on October 22, 2024

• Constellation Software Inc. (CSU $4,730.15)
  • $4,730.15 P/E (TTM): 98.53X Cap: $99.98B
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• Tyler Technologies Inc. (TYL $605.68)
  • $605.68 P/E (TTM): 83.21X Cap: $23.91B
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Q: hello 5i:
looking at valuations, would price would you say TYL becomes very interesting at?
thanks
Paul L

Upvote 4

Read Answer Asked by Paul on October 22, 2024

• iShares 20+ Year Treasury Bond ETF (TLT $88.36)
  • $88.36 Cap: $48.13B
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• Harvest Premium Yield Treasury ETF (HPYT $8.97)
  • $8.97 Cap: $502M
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Q: I’m considering whether I should invest in TLT, HPYT, or a combination of both. I understand that HPYT has a much higher yield, but I’m struggling to fully understand why. TLT, which makes up around 70% of HPYT’s holdings, only has a yield of about 4.3%, which makes me wonder how HPYT can achieve such a significantly higher yield. I understand the basics of covered call ETFs, but what kind of options are they trading to generate this yield? There seems to be something I’m missing here—could you also explain the additional risks that come with HPYT's elevated yield?

Upvote 2

Read Answer Asked by Patrick on October 22, 2024

• goeasy Ltd. (GSY $185.79)
  • $185.79 P/E (TTM): 11.92X Cap: $2.98B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.24)
  • $127.24 P/E (TTM): 18.62X Cap: $1.47B
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• Propel Holdings Inc. (PRL $35.77)
  • $35.77 P/E (TTM): 17.69X Cap: $1.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.72)
  • $92.72 P/E (TTM): 234.96X Cap: $148.46B
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Q: Hi team;
Any reason for the weakness in Canadian names today ? Namely the mentioned names for example, especially Gsy? Gsy down 10% in 2 days seems a bit drastic. Is there concern here or a bit the dip opportunity?

Thanks ,
Shane

Upvote 8

Read Answer Asked by Shane on October 22, 2024

• HSBC Holdings (HSBC.21)
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Q: Hi to everyone at 5i. I am interested in HSBC Holdings plc (US). Is this stock a buy, sell, hold or avoid like the plague? I am interested in your opinion. Thanks.

Upvote 1

Read Answer Asked by Mike on October 22, 2024

• Suncor Energy Inc. (SU $53.97)
  • $53.97 P/E (TTM): 10.88X Cap: $66.11B
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Q: Elliott sees more upside at Suncor, almost doubles stake to nearly $3 billion.

Do you agree?

Thank you.

Upvote 4

Read Answer Asked by Ross on October 22, 2024

Q: Which 3 commodities do you favor in order?

Upvote 8

Read Answer Asked by Gary on October 22, 2024

• goeasy Ltd. (GSY $185.79)
  • $185.79 P/E (TTM): 11.92X Cap: $2.98B
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Q: Would you start a position after the steep drop today?

Upvote 6

Read Answer Asked by Jordan on October 22, 2024

• TransMedics Group Inc. (TMDX $124.82)
  • $124.82 P/E (TTM): 87.86X Cap: $4.38B
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Q: I have noticed that 5i has been recommending TMDX, a USA traded stock, lately when asked for USA picks, but surprisingly no one at 5i owns the stock. I don’t believe I ever seen this occur before. My experience has been that 5i puts their money where their mouth is but you haven’t in this instance…why?

Upvote 4

Read Answer Asked by Geoffrey on October 22, 2024

• AST SpaceMobile Inc. (ASTS $52.09)
  • $52.09 Cap: $16.86B
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Q: Can you give you opinion on AST SpaceMobile? It's up substantially since the last question about it in May. Thanks.

Upvote 1

Read Answer Asked by Martin on October 22, 2024

• TerraVest Industries Inc. (TVK $159.69)
  • $159.69 P/E (TTM): 41.76X Cap: $3.25B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.24)
  • $127.24 P/E (TTM): 18.62X Cap: $1.47B
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• Celsius Holdings Inc. (CELH $43.55)
  • $43.55 P/E (TTM): 135.52X Cap: $11.64B
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• Cellebrite DI Ltd. (CLBT $13.67)
  • $13.67 Cap: $3.26B
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• Propel Holdings Inc. (PRL $35.77)
  • $35.77 P/E (TTM): 17.69X Cap: $1.34B
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• TransMedics Group Inc. (TMDX $124.82)
  • $124.82 P/E (TTM): 87.86X Cap: $4.38B
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Q: What are you three top small caps for US and Canada for long term appreciation. Thank you for your wonderful service.

Upvote 25

Read Answer Asked by Geoff on October 22, 2024

• goeasy Ltd. (GSY $185.79)
  • $185.79 P/E (TTM): 11.92X Cap: $2.98B
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Q: Hello Team,

I wonder if you can comment on the steep fall of GSY yesterday followed by a much steeper one today followed by the announcement of 'preliminary Third Quarter Data'. Was it really that bad?
Thanks you,

Upvote 8

Read Answer Asked by Adel on October 22, 2024

• Dye & Durham Limited (DND $10.98)
  • $10.98 Cap: $726M
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Q: What caused the move in DND today ??

John C.

Upvote 2

Read Answer Asked by JOHN on October 22, 2024

• The Cigna Group (CI $271.29)
  • $271.29 P/E (TTM): 14.62X Cap: $71.16B
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• UnitedHealth Group Incorporated (DE) (UNH $250.94)
  • $250.94 P/E (TTM): 9.95X Cap: $218.60B
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• Elevance Health Inc. (ELV $278.17)
  • $278.17 P/E (TTM): 10.69X Cap: $61.90B
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Q: Appreciate your insights please.

Upvote 3

Read Answer Asked by Steven on October 22, 2024

• Lloyds Banking Group Plc American Depositary Shares (LYG $4.33)
  • $4.33 P/E (TTM): 9.47X Cap: $60.63B
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Q: Think this is on its way back? Thx, James

Upvote 1

Read Answer Asked by JAMES on October 22, 2024

• NVIDIA Corporation (NVDA $178.34)
  • $178.34 P/E (TTM): 56.04X Cap: $4.39T
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• Crocs Inc. (CROX $102.41)
  • $102.41 P/E (TTM): 5.95X Cap: $5.62B
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• SPS Commerce Inc. (SPSC $109.26)
  • $109.26 P/E (TTM): 48.54X Cap: $4.05B
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• Vertiv Holdings LLC Class A (VRT $138.59)
  • $138.59 P/E (TTM): 82.32X Cap: $53.53B
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• Cellebrite DI Ltd. (CLBT $13.67)
  • $13.67 Cap: $3.26B
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• TransMedics Group Inc. (TMDX $124.82)
  • $124.82 P/E (TTM): 87.86X Cap: $4.38B
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Q: Can you name 6 best to buy us stocks, with a leaning towards growth.
Thanks Rose

Upvote 28

Read Answer Asked by Rose on October 22, 2024

• Constellation Software Inc. (CSU $4,730.15)
  • $4,730.15 P/E (TTM): 98.53X Cap: $99.98B
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Q: In a recent response to a CSU Question, you said they are trading at 24Xs with a historical range of 16-24. So, in a scenario where the market takes the SP back to the 16 range, what is the downside in the SP from current levels?

Thanks for your help.

Upvote 8

Read Answer Asked by Arthur on October 22, 2024

• T-Mobile US Inc. (TMUS $237.93)
  • $237.93 P/E (TTM): 23.16X Cap: $271.23B
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Q: Based on 5i member questions/responses, I moved some Comms sector ownership into TMUS in May this year. It has steadily marched ahead, and has achieved two years of appreciation (>30%) in 5 months. RSI is high. Analyst's Target Prices are being hit.
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?

Upvote 3

Read Answer Asked by Dave on October 22, 2024