Investment Q&A

• Intuitive Surgical Inc. (ISRG $474.58)
  • $474.58 P/E (TTM): 65.47X Cap: $168.51B
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• ECN Capital Corp. (ECN $2.84)
  • $2.84 P/E (TTM): 104.04X Cap: $802M
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.27)
  • $53.27 P/E (TTM): 31.17X Cap: $2.08B
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Q: What is your outlook for ECN and AND and why ? I'm thinking of selling one or both to finance a purchase of ISRG ........

Upvote 6

Read Answer Asked by Garth on November 14, 2024

Q: Good Morning

Just finished reading The Psychology of Money for the second time GREAT READ
what other books are high on your list of reading

Thks
Marcel

Upvote 52

Read Answer Asked by Marcel on November 14, 2024

• Intact Financial Corporation (IFC $279.69)
  • $279.69 P/E (TTM): 22.55X Cap: $49.76B
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• EQB Inc. (EQB $101.59)
  • $101.59 P/E (TTM): 10.41X Cap: $3.89B
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Q: If I have to pick one between EQB and IFC for RRSP, long term 5 + years stable growth in financial sector, which one it would be ?

Upvote 11

Read Answer Asked by Mahendiali on November 14, 2024

• Chubb Limited (CB $271.12)
  • $271.12 P/E (TTM): 11.98X Cap: $108.14B
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• Manulife Financial Corporation (MFC $41.26)
  • $41.26 P/E (TTM): 15.63X Cap: $71.35B
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• Sun Life Financial Inc. (SLF $78.21)
  • $78.21 P/E (TTM): 14.23X Cap: $44.24B
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• Trisura Group Ltd. (TSU $42.13)
  • $42.13 P/E (TTM): 18.48X Cap: $2.01B
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Q: I am thinking of adding/increasing my position in an insurance company and have found that the combined ratio for both MFC and SLF are more than 100 while CB and TSU’s combined ratio is in the low 80. Does that mean MFC and SLF are not as profitable as CB and TSU? Which is a good buy currently? Thanks,

Upvote 11

Read Answer Asked by Liping on November 14, 2024

• BCE Inc. (BCE $33.66)
  • $33.66 P/E (TTM): 79.79X Cap: $30.89B
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Q: I have decided to buy a large position in BCE
after x div date Dec 15th. Technically it shows no signs of recovery yet.
I belive its pays a higher divident and has as much upside potential as Aqn,Spb and Pgi.un which I will sell.
On the negative side, my fear is that companies like Att ,Vodaphone and Telephonica have been a loosing investment for 20 years.
What are your comments.
Thank you,
Joe

Upvote 12

Read Answer Asked by Joe on November 14, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $88.65)
  • $88.65 P/E (TTM): 232.14X Cap: $146.68B
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Q: BN earnings - your assessment? Appear strong. What are strong and weak points? Where do you see it landing 12months from now?

Upvote 10

Read Answer Asked on November 14, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.71X Cap: $3.60B
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Q: Hello 5i team

Dream Industrial is like a falling knife. What can stop this southward drift?

Thank you

Upvote 5

Read Answer Asked by Charles on November 14, 2024

• Premium Brands Holdings Corporation (PBH $93.36)
  • $93.36 P/E (TTM): 35.01X Cap: $4.14B
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Q: Recently I asked a question about premium brands. When I thought my question wasn't answered I re-asked the question. However I was too fast and you did answer my original question. So I apologize for being too hasty. My next question relates to the app. I have a new tablet and am having no luck in finding the app on Google playstore. Any suggestions? I'll wait patiently for your answer.

Upvote 3

Read Answer Asked by steven on November 14, 2024

• Micron Technology Inc. (MU $122.45)
  • $122.45 P/E (TTM): 21.34X Cap: $133.05B
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• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 58.94X Cap: $4.45T
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• Monolithic Power Systems Inc. (MPWR $810.71)
  • $810.71 P/E (TTM): 21.45X Cap: $38.59B
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Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?

Thank you.

Upvote 3

Read Answer Asked by glen on November 14, 2024

• NexGen Energy Ltd. (NXE $9.40)
  • $9.40 Cap: $5.38B
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Q: NXE CEO was on Bloomberg yesterday, He said Arrow project 300 million pounds of Uranium. Cost $ 1.5 billion or $ 10.00 a lb. Expect Pay Back 13 months Great Story, Mine will produce 30,000,000 lbs a year They have drilled a best hole to date 3 1/2 miles east of mine

Your thoughts please . Sounds like a great story, I am long shares,

RAK

Upvote 2

Read Answer Asked by bob on November 14, 2024

• Industrial Select Sector SPDR (XLI $150.22)
  • $150.22 P/E (TTM): 63.45X Cap: $23.08B
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• iShares U.S. Infrastructure ETF (IFRA $50.57)
  • $50.57 P/E (TTM): 29.59X Cap: $2.86B
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Q: Please advise if there is overlap and is it okay to hold both (IFRA & XLI) ETF. Plus which one would you benefit under Trump administration. If only one needs to hold which one would you recommend

Thanks for the great advice

Upvote 1

Read Answer Asked by Hector on November 14, 2024

• Finning International Inc. (FTT $57.02)
  • $57.02 P/E (TTM): 12.32X Cap: $7.72B
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• Toromont Industries Ltd. (TIH $140.27)
  • $140.27 P/E (TTM): 23.79X Cap: $11.45B
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Q: FTT dropped over 11% during the last week.
Can you please comment on the results of the last quarter.
What is your perspective on this stock ? Is a hold or sell ?
Do you recommend averaging down ?
Thanks

Upvote 5

Read Answer Asked by Terry on November 14, 2024

• Nexus Industrial REIT (NXR.UN $7.78)
  • $7.78 Cap: $736M
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Q: Can you please comment on Nexus Industrial REIT third quarter 2024 financial results and on their payout ration, dividends safety, expected growth, and in relation to piers, etc. Thank you.

Upvote 2

Read Answer Asked by Richard on November 14, 2024

• Global X 0-3 Month T-Bill ETF (CBIL $50.04)
  • $50.04 Cap: $1.72B
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Q: Dear 5i team.

CBIL appears to have very limited history as inception appears to be April/23.

Can you please provide your best guess on how this may perform in times of interest rate volitility?

Appreciate your help as always.

Upvote 1

Read Answer Asked by Arthur on November 14, 2024

• BMO Low Volatility Canadian Equity ETF (ZLB $53.95)
  • $53.95 P/E (TTM): 34.57X Cap: $5.12B
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• Brompton Split Corp. Preferred Share ETF Cad Unit (SPLT)
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Q: If one was new to investing, with a $5OK account, interesting in monthly income with some growth would a mix of SPLT and ZLB be good advice i.e. 60% SPLT and 40% ZLB. ZLB to focus on low volitile stocks and SPLT for safe monthly income of 6% with some growth. Any other ideas?

Upvote 1

Read Answer Asked by Tony on November 14, 2024

• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 58.94X Cap: $4.45T
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• ATS Corporation (ATS $39.29)
  • $39.29 Cap: $3.78B
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• The Trade Desk Inc. (TTD $55.87)
  • $55.87 P/E (TTM): 66.13X Cap: $26.51B
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• Construction Partners Inc. (ROAD $114.72)
  • $114.72 P/E (TTM): 96.74X Cap: $6.29B
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• ISHARES TRUST (IUSG $156.69)
  • $156.69 P/E (TTM): 29.54X Cap: $24.23B
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• IES Holdings Inc. (IESC $335.92)
  • $335.92 P/E (TTM): 34.49X Cap: $6.86B
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• Vertiv Holdings LLC Class A (VRT $140.62)
  • $140.62 P/E (TTM): 81.35X Cap: $53.43B
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• Cellebrite DI Ltd. (CLBT $13.56)
  • $13.56 Cap: $3.24B
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Q: I am down 1/3 in ATS in a TFSA and want to move into something with some momentum.
Please provide a handful of suggestions for a growth name I can buy and forget in the short term.
Any sector. Canadian and US, but US preferred. I may also consider a growth-oriented ETF that might prove low-maintenance for the next 10 years.
Thank you in advance, your input is always appreciated and certainly helpful.

Upvote 20

Read Answer Asked by Trevor on November 14, 2024

• Capstone Copper Corp. (CS $8.91)
  • $8.91 P/E (TTM): 66.88X Cap: $6.98B
  • View CS Profile
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Q: Capstone copper has dropped significantly recently. Would you consider it worth adding to or as a hold for now?
Thanks.

Upvote 5

Read Answer Asked by Catherine on November 14, 2024

• Texas Roadhouse Inc. (TXRH $176.07)
  • $176.07 P/E (TTM): 26.67X Cap: $11.46B
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• Palantir Technologies Inc. (PLTR $185.14)
  • $185.14 P/E (TTM): 812.87X Cap: $443.53B
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• Dutch Bros Inc. Class A (BROS $68.67)
  • $68.67 P/E (TTM): 169.44X Cap: $9.44B
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• ISHARES BITCOIN TR (IBIT $68.24)
  • $68.24 Cap: $86.29B
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• Reddit Inc. Class A (RDDT $219.80)
  • $219.80 P/E (TTM): 40.34X Cap: $40.32B
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Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks

Upvote 2

Read Answer Asked by Curtis on November 14, 2024

• BWX Technologies Inc. (BWXT $178.69)
  • $178.69 P/E (TTM): 57.07X Cap: $16.40B
  • View BWXT Profile
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Q: May I have your take on BWXT’s latest quarter? They seem to have beat analyst’s expectations. Any red flags? Thank you for all your help.
Jim

Upvote 3

Read Answer Asked by James on November 14, 2024

• Tantalus Systems Holding Inc. (GRID $3.11)
  • $3.11 Cap: $159M
  • View GRID Profile
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Q: Could I have your assessment of earnings for Tantalus Systems .
Thank-you.

Upvote 3

Read Answer Asked by William on November 14, 2024