Investment Q&A

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 99.83X Cap: $99.98B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 98.72X Cap: $24.04B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard

Upvote 15

Read Answer Asked by Richard on March 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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Q: Wondering how much the ban on renewables in Alberta will hurt this company?
Thanks
Jeff

Upvote 4

Read Answer Asked by JEFF on March 12, 2024

• CS Disco Inc. (LAW $3.97)
  • $3.97 Cap: $241M
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Q: May I please have your opinion of CS Disco (LAW)?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

Q: Do you recommend buying any of these now, and if "yes" at what buy price pls? Thank you.

Upvote 3

Read Answer Asked by Ron on March 12, 2024

• Intuitive Surgical Inc. (ISRG $483.12)
  • $483.12 P/E (TTM): 70.44X Cap: $173.18B
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• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 57.38X Cap: $4.23T
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• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 34.32X Cap: $174.56B
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• AbbVie Inc. (ABBV $195.22)
  • $195.22 P/E (TTM): 80.78X Cap: $344.83B
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• Eli Lilly and Company (LLY $762.33)
  • $762.33 P/E (TTM): 60.22X Cap: $722.48B
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• lululemon athletica inc. (LULU $193.33)
  • $193.33 P/E (TTM): 13.64X Cap: $22.18B
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• Hilton Worldwide Holdings Inc. (HLT $260.84)
  • $260.84 P/E (TTM): 41.24X Cap: $61.34B
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• Crocs Inc. (CROX $97.13)
  • $97.13 P/E (TTM): 6.11X Cap: $5.44B
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Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.

Upvote 15

Read Answer Asked by Alex on March 12, 2024

• Doman Building Materials Group Ltd. (DBM $8.50)
  • $8.50 P/E (TTM): 11.88X Cap: $743M
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Q: please comment dbm earnings out after close today.
thank you.

Upvote 1

Read Answer Asked by howard on March 12, 2024

• ARC Resources Ltd. (ARX $27.35)
  • $27.35 P/E (TTM): 11.97X Cap: $15.99B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $2.82)
  • $2.82 Cap: $828M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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• Visa Inc. (V $339.35)
  • $339.35 P/E (TTM): 34.72X Cap: $658.31B
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Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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• Airbnb Inc. (ABNB $128.02)
  • $128.02 P/E (TTM): 33.61X Cap: $80.19B
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Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?

Upvote 4

Read Answer Asked by Andrew on March 12, 2024

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 52.1X Cap: $36.74B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Purpose High Interest Savings Fund (PSA $50.03)
  • $50.03 Cap: $3.14B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.81B
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Q: Do you have a couple of recommendations for safe ETFs that would be alternatives to money market mutual funds for Canadian funds? Thanks

Upvote 1

Read Answer Asked by Michael on March 12, 2024

• Snowflake Inc. (SNOW $205.02)
  • $205.02 Cap: $68.41B
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Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on March 12, 2024

• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.35X Cap: $2.22B
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• Tamarack Valley Energy Ltd. (TVE $5.31)
  • $5.31 P/E (TTM): 11.57X Cap: $2.69B
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• Headwater Exploration Inc. (HWX $7.06)
  • $7.06 P/E (TTM): 9.29X Cap: $1.67B
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Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $7.06)
  • $7.06 P/E (TTM): 9.29X Cap: $1.67B
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Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024

• Waste Connections Inc. (WCN $257.48)
  • $257.48 P/E (TTM): 76.17X Cap: $66.43B
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• GFL Environmental Inc. subordinate voting shares (GFL $68.73)
  • $68.73 Cap: $25.88B
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Q: GFL or Waste Management?

Upvote 4

Read Answer Asked by Gregory on March 12, 2024

• Newmont Corporation (NGT $86.37)
  • $86.37 P/E (TTM): 13.96X Cap: $94.87B
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Q: May I please have your opinion of Newmont Corp as a gold investment?
With appreciation.
Ed

Upvote 2

Read Answer Asked by Ed on March 12, 2024

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 441.57X Cap: $5.71B
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• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.47X Cap: $124.98B
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Q: I am thinking of selling KXS and buying TRI. What do you think?

Upvote 4

Read Answer Asked by Peter on March 12, 2024

• Eli Lilly and Company (LLY $762.33)
  • $762.33 P/E (TTM): 60.22X Cap: $722.48B
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Q: LLY stock price is struggling lately. Do you have insight to the reasons for the drop? I am interested in a purchase but would like to avoid catching a falling knife. I would appreciate your insight. Thanks you.

Upvote 1

Read Answer Asked by Dennis on March 12, 2024