Investment Q&A

Q: Hello 5i,
This is a note to Anne H. who posted a question on the Forum August 14 about RRSP - RRIF conversion . I have submitted a reply in the event she is interested.
I am not too sure of any other way to let her know that there has been a response to her query.
Thanks!
Cheers,
Mike

Upvote 2

Read Answer Asked by Mike on November 19, 2024

• Berkshire Hathaway Inc. (BRK.B $464.33)
  • $464.33 P/E (TTM): 12.24X Cap: $1T
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Q: Hi Peter, I wanted to buy 2 shares of BRK.B in my TFSA is there any drawback in buying this stock in the TFSA. I was thinking of selling my 25 shares of SOBO and some cash, would the trade be worth it. Thanks

Upvote 2

Read Answer Asked by Nick on November 19, 2024

• Twilio Inc. Class A (TWLO $127.43)
  • $127.43 Cap: $19.10B
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Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.

thx, M

Upvote 1

Read Answer Asked by Mark on November 19, 2024

• Celestica Inc. (CLS $270.31)
  • $270.31 P/E (TTM): 43.72X Cap: $31.14B
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• TerraVest Industries Inc. (TVK $156.35)
  • $156.35 P/E (TTM): 41.76X Cap: $3.04B
  • View TVK Profile
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• EQB Inc. (EQB $103.98)
  • $103.98 P/E (TTM): 10.54X Cap: $3.97B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.25)
  • $126.25 P/E (TTM): 18.62X Cap: $1.51B
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• Propel Holdings Inc. (PRL $35.75)
  • $35.75 P/E (TTM): 17.69X Cap: $1.39B
  • View PRL Profile
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Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve

Upvote 29

Read Answer Asked by Stephen on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.92)
  • $26.92 Cap: $3.03B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.64)
  • $82.64 Cap: $23.38B
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

• EQB Inc. (EQB $103.98)
  • $103.98 P/E (TTM): 10.54X Cap: $3.97B
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Q: Hi Team,

What are your thoughts on this company's current valuation and long term growth prospects?

What would be your best estimate as to longer term ROE outlook?

Upvote 14

Read Answer Asked by Keith on November 19, 2024

• Domino's Pizza Inc (DPZ $442.08)
  • $442.08 P/E (TTM): 27.18X Cap: $15.17B
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• Visteon Corporation (VC $114.96)
  • $114.96 P/E (TTM): 10.76X Cap: $3.01B
  • View VC Profile
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Q: Can I get your up to date thoughts on VC,

Also any reason why DPZ would have dropped on Friday?

Thanks

Upvote 2

Read Answer Asked by Steve on November 19, 2024

Q: How will the SGOV monthly dividend be taxed in a RRSP? Is an investment in SGOV essentially as safe as a GIC without the loss of flexibility to cash out? If not, what is an alternative for stashing US dollars with a similar return.

Upvote 1

Read Answer Asked by John on November 19, 2024

• BCE Inc. (BCE $32.40)
  • $32.40 P/E (TTM): 77.45X Cap: $29.91B
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• TELUS Corporation (T $21.89)
  • $21.89 P/E (TTM): 27.27X Cap: $32.94B
  • View T Profile
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Q: Hello,

Could you comment on now that Ontario has partnered with Elon, how does the provincial subsidization of fixed costs for installation of internet, etc. bode for BCE, Telus and other "hardwire" "maybe "fiber optic" providers?

I frequently drive along Hwy 7 and see trees fallen down on the Bell lines - so maintaining this lower margin asset is not a top priority.

How much of a moat is fibre optic vs Starlink?

Elon's satellites have a lot of operating leverage vs copper or fibre optic installation.


Thank you

Upvote 9

Read Answer Asked by Delbert on November 19, 2024

• Heico Corporation (HEI $311.76)
  • $311.76 P/E (TTM): 78.87X Cap: $43.56B
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Q: Can you comment on the prospect/outlook for Heico?

Upvote 3

Read Answer Asked by Kim on November 19, 2024

• Intuitive Surgical Inc. (ISRG $479.69)
  • $479.69 P/E (TTM): 70.77X Cap: $170.99B
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• Stryker Corporation (SYK $378.18)
  • $378.18 P/E (TTM): 51.55X Cap: $145.60B
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Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?

thanks

Upvote 5

Read Answer Asked by kim on November 19, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $93.35)
  • $93.35 P/E (TTM): 234.96X Cap: $152.52B
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Q: Hello
Brookfield Corp stock has been drifting lower after making a high of $85, despite strong results. We started a position just before and after results were announced with an average price of $81.50, for a long term hold.

Do you consider $78 to be a decent level to add some shares or wait for a further pull back ? Not sure if following was a reason for the downward pressure, today.

It was reported by a news website EI confidential that Brookfield intends to offer EUR 7 Billion, to buy Spanish Drug maker Grifols with an offer of EUR 10.50, below the price its trading now.

Thank you

Upvote 8

Read Answer Asked by rajeev on November 19, 2024

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $118.14)
  • $118.14 P/E (TTM): 15.72X Cap: $270.27B
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Q: Please provide your comments on earnings and outlook for this stock.

Upvote 3

Read Answer Asked by Colum on November 19, 2024

• AeroVironment Inc. (AVAV $263.40)
  • $263.40 P/E (TTM): 173.32X Cap: $12.09B
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Q: Could I get your analysis of the AVAV $4.1B purchase of BlueHalo?? Premarket is lower for AVAV. Does this purchase improve your AVAV conviction? Thanks

Upvote 3

Read Answer Asked by Greg on November 19, 2024

• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X Cap: $2.17B
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Q: Any significance to the 'investigation' into the Silvercrest/Coeur arrangement?

Upvote 1

Read Answer Asked by Maurice on November 19, 2024

• Target Corporation (TGT $104.24)
  • $104.24 P/E (TTM): 10.95X Cap: $46.54B
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• Walmart Inc. (WMT $101.17)
  • $101.17 P/E (TTM): 42.56X Cap: $792.53B
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• Ulta Beauty Inc. (ULTA $516.44)
  • $516.44 P/E (TTM): 20.14X Cap: $22.92B
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Q: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?

Upvote 4

Read Answer Asked by Andrew on November 19, 2024

• Destiny Tech100 Inc. (DXYZ $30.55)
  • $30.55 P/E (TTM): 98.12X Cap: $3.15B
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Q: Can I please have your view on DXYZ:US?

Upvote 2

Read Answer Asked by John on November 19, 2024

• Amentum Holdings Inc. (AMTM $25.13)
  • $25.13 Cap: $6.15B
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Q: What is causing the steep decline in this spin off of Jacobs Solutions? Buy, Sell or Hold. Thank you!

Upvote 1

Read Answer Asked by Neil on November 19, 2024

• Amazon.com Inc. (AMZN $215.38)
  • $215.38 P/E (TTM): 34.47X Cap: $2.27T
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• Intuitive Surgical Inc. (ISRG $479.69)
  • $479.69 P/E (TTM): 70.77X Cap: $170.99B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $5,476.50)
  • $5,476.50 P/E (TTM): 34.14X Cap: $176.88B
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• Eli Lilly and Company (LLY $760.69)
  • $760.69 P/E (TTM): 62.57X Cap: $725.91B
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• United Rentals Inc. (URI $862.07)
  • $862.07 P/E (TTM): 22.53X Cap: $55.78B
  • View URI Profile
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• Axon Enterprise Inc. (AXON $858.61)
  • $858.61 P/E (TTM): 179.92X Cap: $67.50B
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• Berkshire Hathaway Inc. (BRK.B $464.33)
  • $464.33 P/E (TTM): 12.24X Cap: $1T
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Q: In what order would you buy these stocks today, for capital appreciation?

Upvote 19

Read Answer Asked by Peter on November 19, 2024

• Kraken Robotics Inc. (PNG $3.41)
  • $3.41 P/E (TTM): 48.43X Cap: $898M
  • View PNG Profile
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Q: Hello, I purchased some shares of PNG about a month back and was wondering if I should hold through their earnings. Thanks.

Upvote 2

Read Answer Asked by Neeraj on November 19, 2024