Investment Q&A

• CI Auspice Broad Commodity Fund (CCOM $18.55)
  • $18.55 P/E (TTM): 9.5X Cap: $143M
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Q: I'm looking at those two broad-based commodity ETFs and would appreciate knowing what you think of them.

Thanks

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Read Answer Asked by Jacques Y on August 30, 2023

• Veeva Systems Inc. Class A (VEEV $274.98)
  • $274.98 P/E (TTM): 58.48X Cap: $44.93B
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• CrowdStrike Holdings Inc. (CRWD $424.86)
  • $424.86 Cap: $105.89B
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Q: Good morning
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel

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Read Answer Asked by Marcel on August 30, 2023

• MKS Inc. (MKSI $104.73)
  • $104.73 P/E (TTM): 30.79X Cap: $7.03B
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• Amkor Technology Inc. (AMKR $24.52)
  • $24.52 P/E (TTM): 19.8X Cap: $6.02B
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Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?

Thank you.

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Read Answer Asked by WAYNE on August 30, 2023

• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 11.48X Cap: $65.34B
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• Imperial Oil Limited (IMO $115.03)
  • $115.03 P/E (TTM): 12.67X Cap: $58.55B
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• Canadian Natural Resources Limited (CNQ $41.15)
  • $41.15 P/E (TTM): 11.54X Cap: $85.95B
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Q: Hi,

What are your top 3 to 5 picks in Canadian heavy oil?
Eric Nuttall picked CVE/ATH/CPG. in his recent appearance on BNN. He predicts it is bit too early for the Gas plays.

You can add separately the companies in the States as well. Eric's focus is only in Canada. I guess that is his mandate.

Thank you.
Mano.

You may want to add the stock symbols as the stem in this this question depending on your answer!

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Read Answer Asked by Savalai on August 30, 2023

• Orezone Gold Corporation (ORE $1.14)
  • $1.14 P/E (TTM): 6.68X Cap: $681M
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Q: What are your thoughts on this company going forward 6 mths, 1 yr, +3 yr? Looks like an increase in insider public market buying.
Thx

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Read Answer Asked by Robert on August 30, 2023

• Illumina Inc. (ILMN $100.09)
  • $100.09 Cap: $15.38B
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Q: Hi ILMN has had poor relative strength lately. Do you still see it as a good strong growth company, or had the thesis changed? I'm happy to consolidate into ISRG or INMD if they look to be superior.

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Read Answer Asked by Kel on August 30, 2023

• Live Nation Entertainment Inc. (LYV $161.60)
  • $161.60 P/E (TTM): 53.71X Cap: $37.89B
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Q: There seems to be a lot of interest in entertainment but LYV is not moving up. Do they have a pronlem with ticket sales. ? RAK

Upvote 1

Read Answer Asked by bob on August 30, 2023

Q: VSOL builds towers with Solar Panels on all four sides / Ideal for small communities, Companies, Golf Courses, towns etc. They have few up in Florida and British Columbia. Tales 1/6 of the land to put a tower up than have it sprauling over acres of land Sounds like a good idea.

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Read Answer Asked by bob on August 30, 2023

• Illumina Inc. (ILMN $100.09)
  • $100.09 Cap: $15.38B
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• InMode Ltd. (INMD $14.28)
  • $14.28 Cap: $993M
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• Lantheus Holdings Inc. (LNTH $54.47)
  • $54.47 P/E (TTM): 15.36X Cap: $3.70B
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• Catalyst Pharmaceuticals Inc. (CPRX $20.07)
  • $20.07 P/E (TTM): 12.33X Cap: $2.45B
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Q: Can I please have your updated opinion on this company for capital gains over the next 5 years.

How would you rank it among LNTH,INMD,ILMN?

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Read Answer Asked by Kel on August 30, 2023

• Pioneer Natural Resources Company (PXD)
  • P/E (TTM): 12.86X Cap: $63B
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Q: Was there any further news on takeover talks between Exxon and Pioneer?

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Read Answer Asked by hal on August 30, 2023

• NextEra Energy Inc. (NEE $72.24)
  • $72.24 P/E (TTM): 25.13X Cap: $148.76B
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Q: Thoughts on this company, trading below $US 70.
Does it show good potential going forward?

Thnx

Upvote 0

Read Answer Asked by David on August 30, 2023

• Global X Enhanced Equal Weight Canadian Banks Covered Call ETF (BKCL $20.10)
  • $20.10 P/E (TTM): 12.49X Cap: $134M
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Q: Hi 5i Team,

What are your thoughts on Horizons ETFs, specifically BKCL? I'm in search of high quality covered call ETFs ( US, Canada, and International) with good distribution yield.

Best,
Matt

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Read Answer Asked by Matt on August 30, 2023

• Freeport-McMoRan Inc. (FCX $42.28)
  • $42.28 P/E (TTM): 34.55X Cap: $60.70B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.57)
  • $44.57 P/E (TTM): 79.75X Cap: $21.79B
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• Lundin Mining Corporation (LUN $15.64)
  • $15.64 Cap: $13.38B
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• Capstone Copper Corp. (CS $9.27)
  • $9.27 P/E (TTM): 65.99X Cap: $7.06B
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• Global X Copper Miners ETF (COPX $46.50)
  • $46.50 P/E (TTM): 45.82X Cap: $1.89B
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Q: best way to play cooper ??? for rewards of future electrification

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Read Answer Asked by JOSEPH on August 30, 2023

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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• NextEra Energy Partners LP representing limited partner interests (NEP)
  • P/E (TTM): 5.97X Cap: $1.10B
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Q: Hi Folks,
I currently hold AQN in my RRSP account at a loss of 30%. I am looking at NEP in the US as a possible replacement. May I have your analysis and opinion of such a move or would you recommend holding onto AQN for now and wait to see if anything comes of the "activist investors".
Thanks

Upvote 0

Read Answer Asked by JOHN on August 30, 2023

• Fluor Corporation (FLR $41.55)
  • $41.55 P/E (TTM): 4.12X Cap: $6.71B
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• Home Depot Inc. (The) (HD $400.32)
  • $400.32 P/E (TTM): 26.88X Cap: $398.28B
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• Lowe's Companies Inc. (LOW $253.05)
  • $253.05 P/E (TTM): 20.25X Cap: $141.81B
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• Walmart Inc. (WMT $100.62)
  • $100.62 P/E (TTM): 44.28X Cap: $804.82B
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• Xylem Inc. New (XYL $141.84)
  • $141.84 P/E (TTM): 37.35X Cap: $34.52B
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• Generac Holdlings Inc. (GNRC $198.97)
  • $198.97 P/E (TTM): 34.71X Cap: $11.51B
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• Jacobs Solutions Inc. (J $148.33)
  • $148.33 P/E (TTM): 41.38X Cap: $17.73B
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Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?

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Read Answer Asked by Danny on August 30, 2023

• Heico Corporation (HEI $311.20)
  • $311.20 P/E (TTM): 73.68X Cap: $43.28B
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Q: Can I please have your overall thoughts on this company and specifically your analysis on the recently announced earnings. Would you be comfortable buying at todays price?Thank You.

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Read Answer Asked by Brian on August 29, 2023

• Africa Oil Corp. (AOI)
  • Cap: $832M
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Q: Any thoughts on this small junior, good price action as of late with crude moving up?

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Read Answer Asked by David on August 29, 2023

• Bank of Nova Scotia (The) (BNS $78.22)
  • $78.22 P/E (TTM): 16.29X Cap: $97.42B
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Q: Hi: a reader wrote recently that BNS has lagged behind the others for the last 10 years. You replied “Typically, underperforming banks tend to 'catch up' in the Canadian sector”. Isnt 10 years enough time to “ catch up” ?

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Read Answer Asked by Valdis on August 29, 2023

• The AES Corporation (AES $12.94)
  • $12.94 P/E (TTM): 9.03X Cap: $9.21B
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• NextEra Energy Inc. (NEE $72.24)
  • $72.24 P/E (TTM): 25.13X Cap: $148.76B
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• Southern Company (The) (SO $94.19)
  • $94.19 P/E (TTM): 24.28X Cap: $103.61B
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• Williams Companies Inc. (The) (WMB $57.34)
  • $57.34 P/E (TTM): 31.05X Cap: $70.02B
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Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?

Thanks.

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Read Answer Asked by Peter on August 29, 2023

• Alcoa Corporation (AA $31.33)
  • $31.33 P/E (TTM): 8.39X Cap: $8.11B
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• Century Aluminum Company (CENX $23.56)
  • $23.56 P/E (TTM): 33.51X Cap: $2.14B
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Q: Hi Team,

Why is AA performing so poorly when many other materials stocks are doing so well?

Which do you prefer between AA and CENX for a 10 year hold?

Upvote 0

Read Answer Asked by David on August 29, 2023