Investment Q&A

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.16)
  • $55.16 Cap: $7.28B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.46)
  • $46.46 Cap: $17.38B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
  • $83.33 P/E (TTM): 41.72X Cap: $134.41B
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Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.

If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.

Thank you,

Upvote 7

Read Answer Asked by Roger on April 19, 2024

• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 34.88X Cap: $2.43T
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• Costco Wholesale Corporation (COST $941.58)
  • $941.58 P/E (TTM): 55.99X Cap: $417.56B
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• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 37.19X Cap: $3.74T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 57.42X Cap: $4.38T
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• Zoetis Inc. Class A (ZTS $155.19)
  • $155.19 P/E (TTM): 28.12X Cap: $68.77B
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• INVESCO QQQ Trust (QQQ $570.32)
  • $570.32 P/E (TTM): 59.46X Cap: $367.94B
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• High Interest Savings Account ETF (HISA)
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Q: I am holding $60,000 cash -($500,000 total portfolio)What would be best choice to collect interest that can be accessed on short notice also is there any negative aspects from these types of interest bearing accounts.

Presently I own BYD, CSU, FFH COST, LMN TOP MSFT NVDA, BN , BAM, ARC, AMZN, QQQ, SHOP, GOOGL, GSY, NRGI, ZTS, CVE, Can you give me your picks in order from above holdings c/w target price for adding to them.

Appreciate our help with my portfolio

Upvote 11

Read Answer Asked by Terence on April 19, 2024

• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.96X Cap: $1.26B
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Q: Hi, We want to start a position in Propel. Bust stock seems to be volatile and we are not sure what would be a decent entry point. Could you remind us at what price 5i initiated the 1.5% position. Thank You

Upvote 10

Read Answer Asked by rajeev on April 19, 2024

• TerraVest Industries Inc. (TVK $143.30)
  • $143.30 Cap: $3.10B
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Q: Hi, after reading numerous comments, over time and strong 5i views on the company, we are interested in starting a position. Stock seems to have a very strong run recently and appears to be settling gradually. What would be a decent entry level ? Thank You

Upvote 8

Read Answer Asked by rajeev on April 19, 2024

• Super Micro Computer Inc. (SMCI $44.07)
  • $44.07 P/E (TTM): 23.98X Cap: $26.30B
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Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.

Upvote 8

Read Answer Asked by Jason on April 19, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Hello Team, I have owned KRR for about 5-6 years, it's my one and only Gold stock and I keep it around 4% of my portfolio. Would you recommend continuing to hold and keeping the new merged company or selling and purchasing something else. I'm okay and prefer riskier companies that have good upside. Thanks.

Upvote 2

Read Answer Asked by Kevin on April 19, 2024

Q: Just a general question on an observation I have made over time.

Why is it that somewhat often a stock will go up a bunch and then the next day they announce an offering, take GLXY for example?

Upvote 3

Read Answer Asked by David on April 19, 2024

• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.75X Cap: $142.93B
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• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.84X Cap: $35.13B
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• Alaris Equity Partners Income Trust (AD.UN $18.68)
  • $18.68 P/E (TTM): 6.25X Cap: $848M
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• Polaris Renewable Energy Inc. (PIF $12.70)
  • $12.70 Cap: $267M
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• Boralex Inc. Class A Shares (BLX $29.53)
  • $29.53 Cap: $3.03B
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• NIO Inc. American depositary shares each representing one Class A (NIO $6.09)
  • $6.09 Cap: $13.67B
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Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris

Upvote 2

Read Answer Asked by chris on April 19, 2024

• Dycom Industries Inc. (DY $253.56)
  • $253.56 P/E (TTM): 28.92X Cap: $7.44B
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Q: COULD YOU KINDLY COMMENT ON THE PROSPRCTS OF THIS DY GOING FORWARD THANKS

Upvote 1

Read Answer Asked by terrance on April 19, 2024

• Adobe Inc. (ADBE $363.21)
  • $363.21 P/E (TTM): 23.23X Cap: $154.07B
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• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 34.88X Cap: $2.43T
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• Meta Platforms Inc. (META $753.30)
  • $753.30 P/E (TTM): 27.39X Cap: $1.89T
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• Alphabet Inc. (GOOGL $208.49)
  • $208.49 P/E (TTM): 21.97X Cap: $2.52T
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 37.19X Cap: $3.74T
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• Booking Holdings Inc. (BKNG $5,703.60)
  • $5,703.60 P/E (TTM): 39.88X Cap: $184.85B
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• Visa Inc. (V $348.82)
  • $348.82 P/E (TTM): 34.18X Cap: $676.69B
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Q: hi, can I get your picks ( 5 or so?) of US large cap (and/or larger mid-cap) growth stocks that you like for longer term buys with equal or better prospects than GOOGL and META. cheers, Chris

Upvote 14

Read Answer Asked by chris on April 19, 2024

• Questor Technology Inc. (QST $0.45)
  • $0.45 Cap: $12M
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Q: Thoughts on earnings ..... is there any value here

Upvote 1

Read Answer Asked on April 19, 2024

• Intuitive Surgical Inc. (ISRG $468.44)
  • $468.44 P/E (TTM): 66.32X Cap: $167.92B
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• Abbott Laboratories (ABT $131.87)
  • $131.87 P/E (TTM): 16.64X Cap: $229.51B
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• Danaher Corporation (DHR $207.73)
  • $207.73 P/E (TTM): 44.97X Cap: $148.74B
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• Eli Lilly and Company (LLY $695.33)
  • $695.33 P/E (TTM): 57.91X Cap: $658.09B
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• UnitedHealth Group Incorporated (DE) (UNH $304.86)
  • $304.86 P/E (TTM): 12.87X Cap: $276.10B
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• Novo Nordisk A/S (NVO $56.34)
  • $56.34 P/E (TTM): 15.74X Cap: $363.68B
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• iShares Global Healthcare ETF (IXJ $87.09)
  • $87.09 P/E (TTM): 79.78X Cap: $3.79B
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• Align Technology Inc. (ALGN $144.96)
  • $144.96 P/E (TTM): 25.18X Cap: $10.50B
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• Health Care Select Sector SPDR (XLV $136.20)
  • $136.20 P/E (TTM): 83.67X Cap: $33.28B
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• iShares U.S. Healthcare ETF (IYH $57.38)
  • $57.38 P/E (TTM): 84.22X Cap: $2.78B
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Q: Please recommend a few health care investments.

Upvote 6

Read Answer Asked by Susan on April 19, 2024

• Hudbay Minerals Inc. (HBM $16.17)
  • $16.17 P/E (TTM): 16.19X Cap: $6.39B
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• Capstone Copper Corp. (CS $9.65)
  • $9.65 P/E (TTM): 70.13X Cap: $7.35B
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• Ero Copper Corp. (ERO $19.82)
  • $19.82 P/E (TTM): 10.64X Cap: $2.05B
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Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?

Upvote 3

Read Answer Asked by Alfred on April 19, 2024

• RioCan Real Estate Investment Trust (REI.UN $18.27)
  • $18.27 P/E (TTM): 19.35X Cap: $5.42B
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Q: Hi All at 5i!
I have held on to Riocan for a long time. I am underwater with the stock but with the dividends I have received, the stock has paid for itself. Is it time to move on or do you foresee good prospects for a recovery?
Cheers,
Tamara

Upvote 4

Read Answer Asked by Tamara on April 19, 2024

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.20)
  • $60.20 P/E (TTM): 24.19X Cap: $322M
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• iShares Global Consumer Staples ETF (KXI $65.69)
  • $65.69 P/E (TTM): 43.58X Cap: $857M
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Q: I own a variety of dividend ETFs , only utilities ETF and reit ETF are at a loss actually (5-9%), reits ETF being the lowest.
Is it a good time to "add on" in those 2 sectors and if not, what sectors for a revenue objective would be the safest considering the volatile markets and numerous world uncertainties ??

Upvote 2

Read Answer Asked by Jean-Yves on April 19, 2024

• iShares MSCI Japan ETF (EWJ $79.05)
  • $79.05 P/E (TTM): 13.7X Cap: $15.57B
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Q: Hi, There has been a lot of talk about Japanese stock market witnessing a strong recovery after almost a lifetime. In your view, what are the factors causing this rebound ?

Many portfolio managers on CNBC and BNN have recommended to have an exposure to Japanese markets. Mr Buffet, for one, as always, started early, taking sizable positions in some well known Trading and Industrial companies. Over past 2-3 years, they have also issued many tranches of Japanese Yen denominated Bonds, with interest rates higher than usually offered by Japanese issuers, once such large issue just announced.

What is your view and if you concur, is EWJ a decent investment vehicle to invest at current levels ?

Thank You

Upvote 1

Read Answer Asked by rajeev on April 19, 2024

• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $111.02)
  • $111.02 P/E (TTM): 67.18X Cap: $1.22B
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• Vanguard Dividend Appreciation FTF (VIG $209.83)
  • $209.83 P/E (TTM): 68.92X Cap: $91.56B
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• SPDR S&P 500 ETF Trust (SPY $642.47)
  • $642.47 P/E (TTM): 57.48X Cap: $652.34B
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• Vanguard Total Stock Market ETF (VTI $316.65)
  • $316.65 P/E (TTM): 71.88X Cap: $496.07B
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• Invesco S&P 500 GARP ETF (SPGP $112.14)
  • $112.14 P/E (TTM): 65.76X Cap: $2.74B
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Q: Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks

Upvote 3

Read Answer Asked by Brian on April 19, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
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Q: Down almost 15% over the last five sessions. Is there a reason I don't know about?

Upvote 19

Read Answer Asked by John on April 19, 2024

• Toronto-Dominion Bank (The) (TD $102.28)
  • $102.28 P/E (TTM): 10.53X Cap: $176.17B
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Q: May I please have your opinion of TD as a purchase at the current price?
With appreciation.
Ed

Upvote 6

Read Answer Asked by Ed on April 19, 2024

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 84.24X Cap: $14.73B
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 186.23X Cap: $12.16B
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Q: The BE portfolio seems to have around 14% in these three related stocks. Can you please comment on why you are comfortable not seeing these as an overly concentrated bet for a balanced portfolio?

Thanks

Upvote 27

Read Answer Asked by Chris on April 19, 2024