Investment Q&A

• Analog Devices Inc. (ADI $307.27)
  • $307.27 P/E (TTM): 58.25X Cap: $150.01B
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• Applied Materials Inc. (AMAT $337.27)
  • $337.27 P/E (TTM): 35.93X Cap: $267.66B
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• Intel Corporation (INTC $45.25)
  • $45.25 Cap: $226.02B
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• KLA Corporation (KLAC $1,409.57)
  • $1,409.57 P/E (TTM): 42.65X Cap: $184.76B
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• Lam Research Corporation (LRCX $209.49)
  • $209.49 P/E (TTM): 44.94X Cap: $261.60B
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• Qorvo Inc. (QRVO $78.77)
  • $78.77 P/E (TTM): 21.64X Cap: $7.30B
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• Texas Instruments Incorporated (TXN $190.05)
  • $190.05 P/E (TTM): 36.39X Cap: $173.03B
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• STMicroelectronics N.V. (STM $33.24)
  • $33.24 P/E (TTM): 20.52X Cap: $29.54B
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• ASML Holding N.V. (ASML $1,351.58)
  • $1,351.58 P/E (TTM): 60.69X Cap: $520.92B
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• United Microelectronics Corporation (NEW) (UMC $9.35)
  • $9.35 P/E (TTM): 15.44X Cap: $24.36B
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• GlobalFoundries Inc. (GFS $41.59)
  • $41.59 Cap: $24.50B
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Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.

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Read Answer Asked by Lorraine on August 26, 2022

• Savaria Corporation (SIS $25.22)
  • $25.22 P/E (TTM): 29.9X Cap: $5.75B
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• Quipt Home Medical Corp. (QIPT $4.97)
  • $4.97 Cap: $220M
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Q: I would like to start a position in one of these two companies. Which one do you think has better upside potential?
Thanks

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Read Answer Asked by Curtis on August 26, 2022

• BMO Covered Call Canadian Banks ETF (ZWB $25.07)
  • $25.07 P/E (TTM): 15.51X
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Q: I buying this one in stead of the buying individual bank stocks given our uncertain environment. Any reason why this covered called ETF might not be good for a full weighting at this time?

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Read Answer Asked by Eugene on August 26, 2022

• TransGlobe Energy Corporation (TGL $5.06)
  • $5.06 P/E (TTM): 2.27X
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• VAALCO Energy Inc. (EGY $5.64)
  • $5.64 P/E (TTM): 20.63X Cap: $580M
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Q: Hello,
Would like your opinion on the proposed merger of TGL and VAALCO Energy. As a current holder of TGL, I'm wondering what I should do? I've done quite well with this company and it pays an attractive dividend. Would you sell at this point, or have your shares converted to VAALCO... if in fact the merger does take place.
Appreciate your input. Thank you,
Tom

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Read Answer Asked by Tom on August 26, 2022

• BTB Real Estate Investment Trust (BTB.UN $3.73)
  • $3.73 P/E (TTM): 14.65X Cap: $331M
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Q: Is it time to reduce BTB.UN holdings or should I hang in there for future gains. Why is it not recovering ? Thanks for your counsel.

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Read Answer Asked by John on August 26, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
  • $171.94 P/E (TTM): 139.37X Cap: $224.22B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.17)
  • $12.17 Cap: $1.67B
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Q: What do you think about buying these two stocks today as a long term hold? Have they been beaten enough?

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Read Answer Asked by Bernie on August 26, 2022

• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 82.15X Cap: $55.50B
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Q: What would it take for 5i Research to buy CSU-T , See how market re-acts to Fed Powell speech?... Thanks for response keep up great work...

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Read Answer Asked by Gilles on August 26, 2022

• Superior Plus Corp. (SPB $6.46)
  • $6.46 P/E (TTM): 12.76X Cap: $1.41B
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Q: Can I get your view on Superior Plus. Is it worth hanging on too?

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Read Answer Asked by John on August 26, 2022

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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Q: Can you please comment on NVDA latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)?

Thanks for the amazing job 5i does!

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Read Answer Asked by Justin on August 26, 2022

• Mastercard Incorporated (MA $497.31)
  • $497.31 P/E (TTM): 30.51X Cap: $443.50B
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• Vanguard S&P 500 ETF (VOO $612.50)
  • $612.50 P/E (TTM): 26.2X Cap: $830.69B
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• INVESCO QQQ Trust (QQQ $597.26)
  • $597.26 P/E (TTM): 33.2X Cap: $385.05B
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Q: I have held MA stock for 18 months now, it's barely gone up at all and it looks like growth is stalled. Is this worth holding over QQQ or VOO?

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Read Answer Asked by Brucey on August 26, 2022

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 37.69X Cap: $862M
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Q: What would be the impact of ECN sale of Kessler Group to Stone Point Capital ? ECN stock price drop more than 6 % . Thanks a lot.

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Read Answer Asked by Lai Kuen on August 26, 2022

• Lithium Americas Corp. (LAC $6.21)
  • $6.21 Cap: $1.88B
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Q: Lac has been on a tear in the last 3 months,do you think it's too late to get in on the action??

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Read Answer Asked by terry on August 26, 2022

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
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Q: Could I have your view in this small cap stock. Has it just moved to the venture exchange? Returns lately have been quite good. What is it involved in and where are the mines. Hard to find any information on this one. Tnx

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Read Answer Asked by Jacques on August 26, 2022

• Open Text Corporation (OTEX $31.83)
  • $31.83 P/E (TTM): 14.12X Cap: $7.97B
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Q: Probably not the only question on this, but what's your take on OpenText's plan to acquire Micro Focus International plc in a deal valued at $6 billion. Do you see true synergies?

Thank you, Michael

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Read Answer Asked by Michael on August 26, 2022

• Broadcom Inc. (AVGO $335.97)
  • $335.97 P/E (TTM): 71.91X Cap: $1.59T
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $131.15)
  • $131.15 P/E (TTM): 27.04X Cap: $139.93B
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• Advanced Micro Devices Inc. (AMD $197.74)
  • $197.74 P/E (TTM): 77.29X Cap: $322.39B
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Q: What are your semiconductor companies?
Thannk you Lorraine

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Read Answer Asked by Lorraine on August 26, 2022

• Starbucks Corporation (SBUX $100.18)
  • $100.18 P/E (TTM): 84.53X Cap: $114.13B
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• Home Depot Inc. (The) (HD $338.93)
  • $338.93 P/E (TTM): 23.93X Cap: $337.40B
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• Nike Inc. (NKE $54.13)
  • $54.13 P/E (TTM): 32.76X Cap: $80.13B
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• V.F. Corporation (VFC $15.72)
  • $15.72 P/E (TTM): 29.21X Cap: $6.15B
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• Gentex Corporation (GNTX $21.31)
  • $21.31 P/E (TTM): 12.43X Cap: $4.75B
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Q: Hi Folks,

I am looking to add a couple of Consumer Discretionary stocks to my non registered portfolio. Looking at HD, NKE, SBUX , GNTX and VFC - which two would you recommend for growth and some income at this time.
Thanks

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Read Answer Asked by JOHN on August 26, 2022

• Sun Life Financial Inc. (SLF $85.68)
  • $85.68 P/E (TTM): 14.05X Cap: $47.45B
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• Thomson Reuters Corporation (TRI $135.35)
  • $135.35 P/E (TTM): 30.98X Cap: $60.19B
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• Nutrien Ltd. (NTR $114.41)
  • $114.41 P/E (TTM): 36.39X Cap: $55.29B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.43)
  • $55.43 Cap: $8.04B
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Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.

Thanks Steve.

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Read Answer Asked by Stephen on August 26, 2022

• NowVertical Group Inc. (NOW $0.23)
  • $0.23 Cap: $21M
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Q: May I have your thoughts on results and prospects going forward?

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Read Answer Asked by Rick on August 25, 2022

• Turquoise Hill Resources Ltd. (TRQ $42.99)
  • $42.99 P/E (TTM): 13.77X
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Q: Rio Tinto has offered $40 to buy the remainder of the company that they don't already hold, while the market price seems to be holding just above $37 (as I write this), almost a 10% difference. If TRQ rejects this offer, do you think Rio will up their offer for a second time, make a hostile bid, or just walk away? I know very little about the mining industry, and am mainly looking at the numbers - would you buy some TRQ hoping for a capital gain, or just stay away?
Thank-you

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Read Answer Asked by grant on August 25, 2022

• Ballard Power Systems Inc. (BLDP $3.30)
  • $3.30 Cap: $992M
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• Xebec Adsorption Inc. (XBC $0.51)
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Q: Hello, Any thoughts/insights on the jump in XBC today? I have a huge loss in this stock, bought way too many shares at $4.35. I'm wondering if this might be the time to get out or whether there may be some upside from here? Thank you.

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Read Answer Asked by Maylene on August 25, 2022