Investment Q&A

• Apple Inc. (AAPL $272.36)
  • $272.36 P/E (TTM): 36.32X Cap: $4.02T
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• Intuitive Surgical Inc. (ISRG $577.34)
  • $577.34 P/E (TTM): 76.6X Cap: $204.66B
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• NVIDIA Corporation (NVDA $189.21)
  • $189.21 P/E (TTM): 45.58X Cap: $4.59T
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• Booking Holdings Inc. (BKNG $5,439.27)
  • $5,439.27 P/E (TTM): 35.22X Cap: $175.32B
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• Toromont Industries Ltd. (TIH $166.13)
  • $166.13 P/E (TTM): 27.36X Cap: $13.51B
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• Alimentation Couche-Tard Inc. (ATD $74.39)
  • $74.39 P/E (TTM): 19.63X Cap: $68.86B
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• TerraVest Industries Inc. (TVK $164.36)
  • $164.36 Cap: $3.56B
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• Novo Nordisk A/S (NVO $51.61)
  • $51.61 P/E (TTM): 13.56X Cap: $363.68B
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• S&P Global Inc. (SPGI $525.14)
  • $525.14 P/E (TTM): 37.96X Cap: $159.01B
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• MSCI Inc. (MSCI $581.30)
  • $581.30 P/E (TTM): 36.57X Cap: $43.67B
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• Boyd Group Services Inc. (BYD $222.00)
  • $222.00 P/E (TTM): 217.52X Cap: $6.17B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.32)
  • $63.32 P/E (TTM): 92.08X Cap: $142.17B
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Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Upvote 20

Read Answer Asked by Frank on November 08, 2024

• TELUS Corporation (T $17.43)
  • $17.43 Cap: $26.98B
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Q: Hi 5i, thoughts on quarterly release pls and thx. Numbers look OK, and their capx seems to be decreasing. Is due to them nearing completion of 5g build out? If so this company should turn into a cash flow machine to pay down debt and other shareholder friendly moves.

Upvote 7

Read Answer Asked by Christopher on November 08, 2024

• Alphabet Inc. (GOOG $315.68)
  • $315.68 P/E (TTM): 30.73X Cap: $3.73T
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Q: What sector does GOOG belong to?

According to nasdaq.com it is Technology.
According to finance.yahoo.com it is Communication Services.

I remember a few years ago it was supposed to be reclassified from Technology to Communication Services, but NASDAQ, which is where it is listed says it is Technology.

Upvote 4

Read Answer Asked by Paul on November 08, 2024

• Intuitive Surgical Inc. (ISRG $577.34)
  • $577.34 P/E (TTM): 76.6X Cap: $204.66B
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• NVIDIA Corporation (NVDA $189.21)
  • $189.21 P/E (TTM): 45.58X Cap: $4.59T
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• Booking Holdings Inc. (BKNG $5,439.27)
  • $5,439.27 P/E (TTM): 35.22X Cap: $175.32B
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• United Rentals Inc. (URI $817.85)
  • $817.85 P/E (TTM): 21.04X Cap: $52.03B
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• Axon Enterprise Inc. (AXON $591.02)
  • $591.02 P/E (TTM): 190.29X Cap: $46.63B
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• Eagle Materials Inc (EXP $213.64)
  • $213.64 P/E (TTM): 15.82X Cap: $6.85B
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• Propel Holdings Inc. (PRL $24.88)
  • $24.88 P/E (TTM): 11.49X Cap: $979M
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• Catalyst Pharmaceuticals Inc. (CPRX $24.23)
  • $24.23 P/E (TTM): 14.13X Cap: $2.97B
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Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Upvote 12

Read Answer Asked by Marty on November 08, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $33.68)
  • $33.68 Cap: $13.15B
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Q: Hello
Incredible move upwards since yesterday. Am up a lot since purchase-thanks to 5i. Priced with bitcoin moves and wondering about getting shook out with this big move. Do you foresee still higher prices and increasing forward momentum?
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on November 08, 2024

• goeasy Ltd. (GSY $130.49)
  • $130.49 P/E (TTM): 9.6X Cap: $2.09B
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Q: Please comment on earnings; thanks

Upvote 15

Read Answer Asked by Aaron on November 08, 2024

• Miscellaneous (MISC)
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Q: Hi, This is related to Taxation. I sell BCE in personal cash account, book loss against gains in the same cash account and then buy BCE under wife cash account. Will i be able to book loss under personal cash account? Thanks

Upvote 4

Read Answer Asked by S on November 08, 2024

• Descartes Systems Group Inc. (The) (DSG $122.07)
  • $122.07 P/E (TTM): 52.8X Cap: $10.49B
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• TerraVest Industries Inc. (TVK $164.36)
  • $164.36 Cap: $3.56B
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Q: Both these stocks are doing very well. TVK appears cheaper. Do you think this is a good time to buy and which one would you prefer today?

Upvote 8

Read Answer Asked by Ken on November 08, 2024

• Alphabet Inc. (GOOG $315.68)
  • $315.68 P/E (TTM): 30.73X Cap: $3.73T
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• Intuitive Surgical Inc. (ISRG $577.34)
  • $577.34 P/E (TTM): 76.6X Cap: $204.66B
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Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks

Upvote 9

Read Answer Asked by peter on November 08, 2024

• Franco-Nevada Corporation (FNV $295.58)
  • $295.58 P/E (TTM): 44.92X Cap: $56.98B
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Q: Comments on FNV results please

Upvote 2

Read Answer Asked by Michael on November 08, 2024

• Meta Platforms Inc. (META $664.94)
  • $664.94 P/E (TTM): 29.3X Cap: $1.67T
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• Pinterest Inc. Class A (PINS $26.02)
  • $26.02 P/E (TTM): 9.13X Cap: $17.57B
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Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Airbnb Inc. (ABNB $136.49)
  • $136.49 P/E (TTM): 32.68X Cap: $84.01B
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Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Upvote 1

Read Answer Asked by Mark on November 08, 2024

• Costco Wholesale Corporation (COST $854.79)
  • $854.79 P/E (TTM): 61.02X Cap: $379.41B
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• Axon Enterprise Inc. (AXON $591.02)
  • $591.02 P/E (TTM): 190.29X Cap: $46.63B
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• Vertiv Holdings LLC Class A (VRT $166.26)
  • $166.26 P/E (TTM): 62.74X Cap: $63.56B
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• Palantir Technologies Inc. (PLTR $194.13)
  • $194.13 P/E (TTM): 461.86X Cap: $462.69B
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Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Upvote 14

Read Answer Asked by Nick on November 08, 2024

• Pfizer Inc. (PFE $24.88)
  • $24.88 P/E (TTM): 14.66X Cap: $141.46B
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• TELUS Corporation (T $17.43)
  • $17.43 Cap: $26.98B
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• Emera Incorporated (EMA $67.14)
  • $67.14 P/E (TTM): 18.01X Cap: $20.18B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
  • $12.58 P/E (TTM): 29.28X Cap: $3.69B
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Q: Buy, sell or hold with a few comments on each
Much appreciated. ram

Upvote 4

Read Answer Asked by Ray on November 08, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.15)
  • $6.15 P/E (TTM): 24.4X Cap: $655M
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Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on November 08, 2024

• Enghouse Systems Limited (ENGH $20.40)
  • $20.40 P/E (TTM): 15.53X Cap: $1.11B
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Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.

Thanks as always.

Upvote 3

Read Answer Asked by Molly on November 08, 2024

• Palo Alto Networks Inc. (PANW $188.12)
  • $188.12 P/E (TTM): 119.93X Cap: $131.11B
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• CrowdStrike Holdings Inc. (CRWD $478.84)
  • $478.84 Cap: $120.71B
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• Palantir Technologies Inc. (PLTR $194.13)
  • $194.13 P/E (TTM): 461.86X Cap: $462.69B
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Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Upvote 4

Read Answer Asked by Cheryl on November 08, 2024

• Agnico Eagle Mines Limited (AEM $248.36)
  • $248.36 P/E (TTM): 30.76X Cap: $124.85B
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Q: Hi Peter…I think AEM has recently reported Q3. How did they do? Do you like their share / warrant purchase of ATX? I believe Lundin has been active nearby. Do you consider Chile to be “investor friendly”? Any comments you have would be appreciated.
Jim

Upvote 3

Read Answer Asked by James on November 08, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.25)
  • $28.25 Cap: $9.05B
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Q: Given the expected economic/market conditions over the next 5+ year horizon, if you were to look into your crystal ball, would XBB be a good solid bond fund to hold for one’s safer investments ?

Upvote 2

Read Answer Asked by Robbie on November 08, 2024

• Manulife Financial Corporation (MFC $50.36)
  • $50.36 P/E (TTM): 15.78X Cap: $84.85B
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Q: Greetings 5i Team - Your thoughts on its latest Q. Do you prefer it over SLF? or could the two be owned? Thank you.

Upvote 3

Read Answer Asked by basil on November 08, 2024