Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $154.35)
  • $154.35 P/E (TTM): 59.73X Cap: $24.02B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $101.24)
  • $101.24 P/E (TTM): 59.73X Cap: $4.69B
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Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.

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Read Answer Asked by Ian on January 30, 2023

• Medtronic plc. (MDT $89.51)
  • $89.51 P/E (TTM): 24.83X Cap: $114.89B
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• Veeva Systems Inc. Class A (VEEV $281.54)
  • $281.54 P/E (TTM): 60.57X Cap: $45.99B
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Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

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Read Answer Asked by Greg on January 30, 2023

• Constellation Software Inc. (CSU $4,781.54)
  • $4,781.54 P/E (TTM): 98.53X Cap: $101.51B
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Q: Which analysts cover CSU? The company website has no information on this.

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Read Answer Asked by Reg on January 30, 2023

Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?

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Read Answer Asked by Brian on January 30, 2023

• Constellation Software Inc. (CSU $4,781.54)
  • $4,781.54 P/E (TTM): 98.53X Cap: $101.51B
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• TFI International Inc. (TFII $122.45)
  • $122.45 P/E (TTM): 19.83X Cap: $10.27B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $33.60)
  • $33.60 P/E (TTM): 21.48X Cap: $767M
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• Trisura Group Ltd. (TSU $41.48)
  • $41.48 P/E (TTM): 18.07X Cap: $1.98B
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• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

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Read Answer Asked by Derek on January 27, 2023

• Invesco Optimum Yield Diversified Commodity (PDBC $13.11)
  • $13.11 Cap: $4.46B
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Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.

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Read Answer Asked by Ian on January 27, 2023

• MEDIFAST INC (MED $12.67)
  • $12.67 Cap: $143M
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Q: Medifast has been drifting lower in the past few weeks and has not participated in the small cap rally. Why do you think this is and do you think their medium to long term outlook is still good.

Many thanks,

Marie

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Read Answer Asked by Marie on January 27, 2023

• Apple Inc. (AAPL $212.91)
  • $212.91 P/E (TTM): 31.67X Cap: $3.01T
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• Domino's Pizza Inc (DPZ $442.71)
  • $442.71 P/E (TTM): 27.18X Cap: $15.17B
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• Copart Inc. (CPRT $47.15)
  • $47.15 P/E (TTM): 30.09X Cap: $45B
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• Hilton Worldwide Holdings Inc. (HLT $261.11)
  • $261.11 P/E (TTM): 40.37X Cap: $61.34B
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• Berkshire Hathaway Inc. (BRK.B $467.16)
  • $467.16 P/E (TTM): 12.24X Cap: $1T
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Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?

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Read Answer Asked by Kevin on January 27, 2023

• Public Storage (PSA $283.31)
  • $283.31 P/E (TTM): 27.84X Cap: $49.44B
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• Extra Space Storage Inc (EXR $139.22)
  • $139.22 P/E (TTM): 32.11X Cap: $29.42B
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• Life Storage Inc. (LSI)
  • P/E (TTM): 45.27X Cap: $22.65B
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Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

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Read Answer Asked by Ian on January 27, 2023

• Miscellaneous (MISC)
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Q: Hello 5i Team
On BNN Bloomberg today one of their guest a Banking manager mentioned that Emerging Market is in the beginning of a decade of recovery.Please give me your thoughts and does this translate in EM out performing and what percentage should one own?Please deduct the appropriate credits for these questions.
Thanks

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Read Answer Asked by claudio on January 27, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Is there an updated report planned for Tricon in the near future? Or maybe a candidate for a “flash update”?

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Read Answer Asked by Stephen R. on January 27, 2023

• NIO Inc. American depositary shares each representing one Class A (NIO $4.54)
  • $4.54 Cap: $10.10B
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• ASGN Incorporated (ASGN $50.60)
  • $50.60 P/E (TTM): 14.59X Cap: $2.24B
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• Digital Turbine Inc. (APPS $4.60)
  • $4.60 Cap: $581M
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• Topicus.com Inc. (TOI $183.09)
  • $183.09 P/E (TTM): 100.61X Cap: $24.02B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $8.90)
  • $8.90 Cap: $851M
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Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

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Read Answer Asked by Fernando on January 27, 2023

Q: Can you please elaborate on the above
Thanks in advance
Rick

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Read Answer Asked by Rick on January 27, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $33.60)
  • $33.60 P/E (TTM): 21.48X Cap: $767M
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Q: Hi 5i Team,
Do you like GDI Integrated Facility ?
Would you be comfortable buy this stock?
Thanks

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Read Answer Asked by Pui on January 27, 2023

• Champion Iron Limited Ordinary Shares (CIA $3.76)
  • $3.76 P/E (TTM): 22.65X Cap: $1.94B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: Looking at adding to a smallish position in Stelco, but recently saw an analyst recommend Champion Iron. I view Champion as similar to Stelco, being a high volatility business dependent on the pricing environment (iron ore/steel) of their product. I like STLC's large share buybacks, dividends, solid balance sheet and very cheap p/e multiple. With a major recession looking less likely, which do you prefer and why?

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Read Answer Asked by Dan on January 27, 2023

• AbbVie Inc. (ABBV $195.80)
  • $195.80 P/E (TTM): 84.27X Cap: $350.75B
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• Bank of America Corporation (BAC $45.72)
  • $45.72 P/E (TTM): 13.69X Cap: $337.46B
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• Bristol-Myers Squibb Company (BMY $45.44)
  • $45.44 P/E (TTM): 16.94X Cap: $93.32B
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• Lowe's Companies Inc. (LOW $238.98)
  • $238.98 P/E (TTM): 19.34X Cap: $133.08B
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• Philip Morris International Inc (PM $167.52)
  • $167.52 P/E (TTM): 30.93X Cap: $255.49B
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• AT&T Inc. (T $27.90)
  • $27.90 P/E (TTM): 16.98X Cap: $198.56B
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• Vornado Realty Trust (VNO $37.87)
  • $37.87 P/E (TTM): 74.33X Cap: $7.40B
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• Blackstone Inc. (BX $169.61)
  • $169.61 P/E (TTM): 51.51X Cap: $122.34B
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Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,

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Read Answer Asked by Stephan on January 27, 2023

• Secure Waste Infrastructure Corp. (SES $15.31)
  • $15.31 P/E (TTM): 18.42X Cap: $3.50B
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Q: Would like your updated thoughts on SES. Is there more upside? I'm considering a switch to an oil weighted producer.

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Read Answer Asked by Brendon on January 27, 2023

• Canadian National Railway Company (CNR $129.80)
  • $129.80 P/E (TTM): 17.64X Cap: $80.89B
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• Canadian Pacific Kansas City Limited (CP $104.37)
  • $104.37 P/E (TTM): 22.4X Cap: $96.50B
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• MKS Inc. (MKSI $88.97)
  • $88.97 P/E (TTM): 28.06X Cap: $6.17B
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Q: I heard these companies earnings were posted recently. Could you please discuss the earnings and help me to understand them? Thanks,

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Read Answer Asked by Lin on January 27, 2023

• Intel Corporation (INTC $20.16)
  • $20.16 Cap: $88.37B
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Q: Hi 5i,

Would appreciate your thoughts on INTC:US after reporting for this quarter.

Thank you.

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Read Answer Asked by GREGORY on January 27, 2023

Q: Can you tell me what % of the annual revenue of companies in the dow jones industrial average comes from outside the usa? The same question for the s&p 500. Don't need both; so whichever one is more accessable. Thank you

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Read Answer Asked by Richard on January 27, 2023