Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.73)
  • $183.73 P/E (TTM): 28.35X Cap: $2.18B
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• Powell Industries Inc. (POWL $513.56)
  • $513.56 P/E (TTM): 33.45X Cap: $6.42B
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Q: Can you compare POW and HPS-A against each other and identify which would have more share price potential? How would they compare to something larger like FTS?

Upvote 3

Read Answer Asked by Mike on January 18, 2024

• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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Q: Can I have ur opinion on this?have owned for a bit and is a major disappointment. Move on or hang in ?

Upvote 1

Read Answer Asked by Andre on January 18, 2024

• Kinaxis Inc. (KXS $135.94)
  • $135.94 P/E (TTM): 41.8X Cap: $3.75B
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Q: KXS has been on a tear and is up over 20% in 2 weeks after lagging for a while.

Can't see any news reason for it do you? Or simply, just a bounce back from oversold?

Thanks


Sheldon

Upvote 8

Read Answer Asked by Sheldon on January 18, 2024

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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• Flutter Entertainment Plc ADR (PDYPY $103.75)
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Q: Hi there, any reason for the nice move today regarding Flutter?

Any other intel regarding the US listing coming soon?

Anything else you can add would be greatly appreciated.

When do they report next, and what is expected, etc etc

Thanks!

Upvote 3

Read Answer Asked by Hussein on January 18, 2024

• Fidelity Global Innovators Class Series B (FID5973 $46.89)
  • $46.89 P/E (TTM): 18.7X
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• Vertiv Holdings LLC Class A (VRT $265.38)
  • $265.38 P/E (TTM): 78.67X Cap: $101.53B
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• Snowflake Inc. (SNOW $177.25)
  • $177.25 Cap: $60.65B
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Q: FID5973 has spun off an ETF version FINN.
Compare owning FINN to QQQ/QQQM and FINN to a basket of stocks held within the ETF - What do you prefer for long term investor wants.

Upvote 2

Read Answer Asked by Franc on January 18, 2024

• Lithium Americas Corp. (LAC $6.21)
  • $6.21 Cap: $1.88B
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• Albemarle Corporation (ALB $163.49)
  • $163.49 Cap: $19.28B
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• Sociedad Quimica y Minera S.A. (SQM $75.67)
  • $75.67 P/E (TTM): 32.43X Cap: $21.61B
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• NanoXplore Inc. (GRA $1.98)
  • $1.98 Cap: $359M
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• Carpenter Technology Corporation (CRS $377.21)
  • $377.21 P/E (TTM): 47.4X Cap: $18.78B
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• Constellium SE (France) (CSTM $24.59)
  • $24.59 P/E (TTM): 11.05X Cap: $3.34B
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• ATI Inc. (ATI $146.10)
  • $146.10 P/E (TTM): 55.06X Cap: $21.56B
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• Graco Inc. (GGG $86.91)
  • $86.91 P/E (TTM): 28.67X Cap: $14.36B
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• Haynes International Inc. (HAYN)
  • P/E (TTM): 20.96X
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• Graphene Manufacturing Group Ltd. (GMG $2.13)
  • $2.13 Cap: $248M
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Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Upvote 3

Read Answer Asked by V on January 18, 2024

• Nutanix Inc. (NTNX $39.13)
  • $39.13 P/E (TTM): 41.54X Cap: $10.53B
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Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.

Upvote 2

Read Answer Asked by Martin on January 18, 2024

Q: May I please get your current thoughts on TH International. Growth seems strong and they are starting to open up Popeyes locations as well as Tims. Thanks.

Upvote 1

Read Answer Asked by Marco on January 18, 2024

Q: Regarding the question asked by kel today re ranking the sectors can u give a brief rationale for technology industrials utilities financials and healthcare

Upvote 13

Read Answer Asked by Indra on January 18, 2024

• O'Reilly Automotive Inc. (ORLY $92.98)
  • $92.98 P/E (TTM): 8.07X Cap: $77.96B
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• Booking Holdings Inc. (BKNG $4,217.71)
  • $4,217.71 P/E (TTM): 26.02X Cap: $133.58B
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• AutoZone Inc. (AZO $3,614.27)
  • $3,614.27 P/E (TTM): 32.25X Cap: $59.88B
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• Canadian Pacific Kansas City Limited (CP $110.64)
  • $110.64 P/E (TTM): 25.03X Cap: $99.66B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.30)
  • $98.30 P/E (TTM): 13.3X Cap: $21.11B
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• Dollarama Inc. (DOL $194.40)
  • $194.40 P/E (TTM): 41.04X Cap: $53.22B
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• BRP Inc. Subordinate Voting Shares (DOO $87.26)
  • $87.26 Cap: $6.40B
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• Alimentation Couche-Tard Inc. (ATD $81.60)
  • $81.60 P/E (TTM): 21.64X Cap: $75.54B
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• Ulta Beauty Inc. (ULTA $624.70)
  • $624.70 P/E (TTM): 25.05X Cap: $27.71B
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• Hilton Worldwide Holdings Inc. (HLT $294.26)
  • $294.26 P/E (TTM): 48.5X Cap: $68.41B
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Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?

Upvote 14

Read Answer Asked by Jeffrey on January 18, 2024

Q: Good morning - you mentioned that DRIPs are a wonder of the world in an earlier question about SLF. Can you please explain why you think so highly of DRIPs? Are there tax implications involved? Thank

Upvote 4

Read Answer Asked by alex on January 18, 2024

• North American Construction Group Ltd. (NOA $16.50)
  • $16.50 P/E (TTM): 18.24X Cap: $470M
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Q: Do you feel NOA has a durable moat in that it’s massive heavy equipment located in remote areas of the world make it difficult for competitors to enter?

Upvote 1

Read Answer Asked by Kim on January 18, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.17)
  • $12.17 Cap: $1.67B
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Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Upvote 4

Read Answer Asked by Richard on January 18, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.41)
  • $18.41 Cap: $813M
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.53)
  • $17.53 Cap: $673M
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.90)
  • $27.90 P/E (TTM): 31.38X Cap: $9.87B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.28)
  • $18.28 P/E (TTM): 5.13X Cap: $807M
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Q: Dear 5i team.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?

Many thanks for your help to understand the risk/reward here.

Upvote 9

Read Answer Asked by Arthur on January 18, 2024

• Transocean Ltd (Switzerland) (RIG $6.28)
  • $6.28 Cap: $6.92B
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• Precision Drilling Corporation (PD $125.98)
  • $125.98 P/E (TTM): 33.28X Cap: $1.63B
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• Nabors Industries Ltd. (NBR $75.61)
  • $75.61 P/E (TTM): 4.53X Cap: $1.15B
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Q: I am interest in expanding my oil and gas investments to the service side of the oil and gas sector. Would you be able to compare three drilling companies that I am considering. I am interested in PD and NBR for on shore drilling and RIG for offshore. I would prefer a company that is profitable or projected to be soon. The focus is on growth and less on dividends. A fair amount of risk can be handled. Please compare information on these three companies.

Upvote 2

Read Answer Asked by Maureen on January 18, 2024

• Amazon.com Inc. (AMZN $209.53)
  • $209.53 P/E (TTM): 29.66X Cap: $2.24T
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• Costco Wholesale Corporation (COST $1,003.32)
  • $1,003.32 P/E (TTM): 68.95X Cap: $445.12B
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• Meta Platforms Inc. (META $638.18)
  • $638.18 P/E (TTM): 27.88X Cap: $1.61T
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• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.53X Cap: $3.67T
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $4,217.71)
  • $4,217.71 P/E (TTM): 26.02X Cap: $133.58B
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• Eli Lilly and Company (LLY $977.25)
  • $977.25 P/E (TTM): 43.57X Cap: $923.32B
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• Oracle Corporation (ORCL $159.16)
  • $159.16 P/E (TTM): 30.66X Cap: $457.75B
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• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 82.15X Cap: $55.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
  • $171.94 P/E (TTM): 139.37X Cap: $224.22B
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• Topicus.com Inc. (TOI $99.69)
  • $99.69 P/E (TTM): 322.56X Cap: $12.93B
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• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 97.11X Cap: $6.27B
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Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks

Upvote 16

Read Answer Asked by Fernando on January 18, 2024

• WELL Health Technologies Corp. (WELL $4.08)
  • $4.08 Cap: $1.03B
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Q: How likely is it that WELL is interested in Life Labs from OMERS?

Upvote 5

Read Answer Asked by Justin on January 18, 2024

• Sun Life Financial Inc. (SLF $85.68)
  • $85.68 P/E (TTM): 14.05X Cap: $47.45B
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• Intact Financial Corporation (IFC $256.02)
  • $256.02 P/E (TTM): 13.5X Cap: $45.45B
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Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?

Upvote 11

Read Answer Asked by Matthew on January 18, 2024

• Miscellaneous (MISC)
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• GLOBAL X FDS (BOTZ $35.59)
  • $35.59 P/E (TTM): 57.87X Cap: $3.19B
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Q: I was interested in buying CHAT however I never heard about the ETF company. How would you rank https://www.roundhillinvestments.com)

Is there any similar ETF like Chat?

Thanks for the great service your team has provided.

Upvote 3

Read Answer Asked by Hector on January 18, 2024

• Apple Inc. (AAPL $255.76)
  • $255.76 P/E (TTM): 33.01X Cap: $3.75T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Can you explain the product from Purpose ETF (ticker APLY) in the link below. Seems to be an ETF which owns Apple shares and somehow gives you yield with a call strategy as you hold. What is downside risk ? What is upside ?

Does anyone just hold shares anymore ? The financial wizardry with these ETFs seems like it will all blow up at some point just like CDOs in 2009.

https://www.purposeinvest.com/funds/apple-yield-shares-purpose-etf?utm_campaign=apple&utm_source=bnn&utm_medium=banner&utm_content=takeover

Thomas

Upvote 4

Read Answer Asked by Thomas on January 18, 2024