Investment Q&A

• T-Mobile US Inc. (TMUS $239.67)
  • $239.67 P/E (TTM): 23.33X Cap: $269.22B
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Q: Based on 5i member questions/responses, I moved some Comms sector ownership into TMUS in May this year. It has steadily marched ahead, and has achieved two years of appreciation (>30%) in 5 months. RSI is high. Analyst's Target Prices are being hit.
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?

Upvote 3

Read Answer Asked by Dave on October 22, 2024

• Knight Therapeutics Inc. (GUD $6.40)
  • $6.40 P/E (TTM): 62.08X Cap: $626M
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Q: Its been flat for 10 years now. Before Paladin Labs took off how long was the stock doing nothing before it was taken out? Are there signs that should monitored that will show things are about to inflect? They keep buying back lots of shares and presumably executing on their strategy.

Upvote 9

Read Answer Asked by Sal on October 22, 2024

Q: AEYE Your thoughts on this company. Is it a Buy, hold or sell? Thanks

Upvote 2

Read Answer Asked by Charles on October 22, 2024

• Dominion Energy Inc. (D $61.25)
  • $61.25 P/E (TTM): 25.34X Cap: $52.03B
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Q: "Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia"

https://news.dominionenergy.com/2024-10-16-Dominion-Energy-and-Amazon-to-explore-advancement-of-Small-Modular-Reactor-SMR-nuclear-development-in-Virginia,1

Dominion sp up over 20% the past year. 4.5% dividend. What do you think about taking a 1/4 to 1/2 position.

Is there US withholding tax on the dividend.

Thank you very much.

Upvote 1

Read Answer Asked by JACK on October 22, 2024

• Pan American Silver Corp. (PAAS $42.93)
  • $42.93 P/E (TTM): 33.68X Cap: $14.71B
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• MAG Silver Corp. (MAG $31.30)
  • $31.30 P/E (TTM): 25.02X Cap: $3.08B
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• Coeur Mining Inc. (CDE $10.94)
  • $10.94 P/E (TTM): 34.82X Cap: $6.32B
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• First Majestic Silver Corp. (AG $11.68)
  • $11.68 Cap: $5.24B
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Q: Looking for your recommendations on buying some silver stocks large and small cap in both Canada and the US. Thank you for your great service!

Upvote 3

Read Answer Asked by Ray on October 22, 2024

• Pan American Silver Corp. (PAAS $42.93)
  • $42.93 P/E (TTM): 33.68X Cap: $14.71B
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• MAG Silver Corp. (MAG $31.30)
  • $31.30 P/E (TTM): 25.02X Cap: $3.08B
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Q: Would you please name a couple of your best silver stocks.
Thanks.

Upvote 2

Read Answer Asked by mike on October 22, 2024

• NexGen Energy Ltd. (NXE $9.50)
  • $9.50 Cap: $5.55B
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Q: With msft, googl and amzn going for Nuclear Power, When will NXE come on stream and how many pounds production a year, i understand it will be huge .

Is it the best play right now or are there others you prefer ? RAK

Upvote 3

Read Answer Asked by bob on October 22, 2024

• Dynacor Group Inc. (DNG $4.91)
  • $4.91 P/E (TTM): 8.05X Cap: $208M
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Q: Can you provide an update on this company and if it’s a good buy for the sector. Valuation etc? Thanks

Upvote 2

Read Answer Asked by Scott on October 22, 2024

• VanEck Uranium Nuclear Energy ETF (NLR $118.29)
  • $118.29 P/E (TTM): 53.64X Cap: $2.14B
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Q: Can I please have your opinion on this ETF? Could you endorse it as part of the materials component of a portfolio, or is there a more general metals ETF that has some uranium industry weighting in it that you might suggest instead? Thanks for your thoughts.

Upvote 1

Read Answer Asked by Stephen R. on October 22, 2024

• Freeport-McMoRan Inc. (FCX $40.28)
  • $40.28 P/E (TTM): 32.81X Cap: $57.24B
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Q: which 3 copper stocks do you favor in order

Upvote 4

Read Answer Asked by Gary on October 22, 2024

• Lithium Americas Corp. (LAC $3.74)
  • $3.74 Cap: $769M
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• Albemarle Corporation (ALB $70.46)
  • $70.46 Cap: $7.92B
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• Sigma Lithium Corporation (SGML $7.04)
  • $7.04 Cap: $762M
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Q: Please list in order your 3 top lithium stocks or efts

Upvote 3

Read Answer Asked by Gary on October 22, 2024

• Elevance Health Inc. (ELV $280.73)
  • $280.73 P/E (TTM): 10.76X Cap: $62.21B
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Q: Can I get your opinion on the most recent quarter of ELV

Upvote 1

Read Answer Asked by David on October 22, 2024

• First Solar Inc. (FSLR $189.02)
  • $189.02 P/E (TTM): 15.89X Cap: $19.84B
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• Intuitive Surgical Inc. (ISRG $467.36)
  • $467.36 P/E (TTM): 69.84X Cap: $169.93B
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• NVIDIA Corporation (NVDA $182.07)
  • $182.07 P/E (TTM): 57.5X Cap: $4.37T
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• Booking Holdings Inc. (BKNG $5,557.92)
  • $5,557.92 P/E (TTM): 34.03X Cap: $179.43B
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• Hess Corporation (CVX $153.17)
  • $153.17 P/E (TTM): 17.49X Cap: $266.81B
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• Eli Lilly and Company (LLY $641.11)
  • $641.11 P/E (TTM): 62.32X Cap: $707.36B
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• Pfizer Inc. (PFE $24.17)
  • $24.17 P/E (TTM): 17.93X Cap: $136.05B
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• Coinbase Global Inc (COIN $314.50)
  • $314.50 P/E (TTM): 28.82X Cap: $78B
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Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry

Upvote 12

Read Answer Asked by Gerald on October 22, 2024

Q: I am hearing more comments that the market at new highs, a correction is overdue. Would you know if this so called overvalued market , sector specific and if so then which sectors are currently overvalued and which ones are under based on historical 10+ years.

Upvote 9

Read Answer Asked by Tim on October 22, 2024

• TFI International Inc. (TFII $120.74)
  • $120.74 P/E (TTM): 20.67X Cap: $10.33B
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Q: What are your thoughts on their earnings. I currently have 2%. Do you consider to add more or wait until price settle down after earnings and then buy.

Thanks for the great service.

Upvote 6

Read Answer Asked by Hector on October 21, 2024

• Freeport-McMoRan Inc. (FCX $40.28)
  • $40.28 P/E (TTM): 32.81X Cap: $57.24B
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• Lundin Mining Corporation (LUN $15.17)
  • $15.17 Cap: $12.28B
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• Eagle Materials Inc (EXP $223.78)
  • $223.78 P/E (TTM): 16.38X Cap: $7.16B
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Q: Please list your top 3 commodity stocks or etfs

Upvote 5

Read Answer Asked by Gary on October 21, 2024

• WSP Global Inc. (WSP $269.61)
  • $269.61 P/E (TTM): 52.11X Cap: $37.12B
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• Descartes Systems Group Inc. (The) (DSG $141.76)
  • $141.76 P/E (TTM): 65.25X Cap: $12.23B
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• Thomson Reuters Corporation (TRI $250.12)
  • $250.12 P/E (TTM): 42.01X Cap: $111.43B
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• Savaria Corporation (SIS $21.12)
  • $21.12 P/E (TTM): 29.3X Cap: $1.45B
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• Boyd Group Services Inc. (BYD $188.83)
  • $188.83 P/E (TTM): 223.74X Cap: $4.13B
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• Topicus.com Inc. (TOI $183.30)
  • $183.30 P/E (TTM): 96.56X Cap: $24.02B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.29)
  • $84.29 P/E (TTM): 44.55X Cap: $139.53B
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Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you

Upvote 20

Read Answer Asked by Delbert on October 21, 2024

• Fidelity Global Equity+ Balanced Fund (FGEB $11.44)
  • $11.44 P/E (TTM): 25.38X Cap: $15M
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Q: Thoughts on this fund? Thank You

Upvote 2

Read Answer Asked by francis on October 21, 2024

• SMI 3Fourteen Full-Cycle Trend ETF (FCTE $25.89)
  • $25.89 P/E (TTM): 40.21X Cap: $49M
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Q: Could you provide your views on this etf. Thanks

Upvote 2

Read Answer Asked by satish on October 21, 2024

Q: In your answer to Barbara that appeared this morning, you reference that a Canadian who holds dividend paying investments could receive up to about $48000 tax free in income. Could you clarify this for me as I have heard that to apply, all of a persons income must be from dividends. Is this true? My wife and I have no employment income, but we do have a mix of dividends, interest, capital gains, and rental income. Trying to understand how this works.
Thanks!

Upvote 15

Read Answer Asked by Robert on October 21, 2024