Investment Q&A

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.23)
  • $122.23 P/E (TTM): 16.68X Cap: $286.78B
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• BYD Co - Class H (BYDDF $14.75)
  • $14.75 Cap: $16.67B
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Q: I China investable at this stage?
These companies are the lowest P/E Would invest in them?

Upvote 2

Read Answer Asked by John on January 05, 2024

• Clarke Inc. (CKI $29.50)
  • $29.50 P/E (TTM): 13.23X Cap: $430M
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Q: Am I get an updated opinion on CKI. Trading much closer to BV now.

Upvote 1

Read Answer Asked by Jim on January 05, 2024

• Apple Inc. (AAPL $230.49)
  • $230.49 P/E (TTM): 34.47X Cap: $3.40T
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Q: your opinion on apple

Upvote 7

Read Answer Asked by Fooklin on January 04, 2024

• Rekor Systems Inc. (REKR $1.20)
  • $1.20 Cap: $138M
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Q: Hello 5i
Could I have your assessment of Rekor systems please?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on January 04, 2024

• Horizons Cdn Insider Index ETF (HII $14.35)
  • $14.35 P/E (TTM): 12.9X
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Q: You recently responded to a request for defense companies with six suggestions. How would you view Huntington Ingalls against this group?

Thanks very much

Mike

Upvote 1

Read Answer Asked by Michael on January 04, 2024

• Equinix Inc. (EQIX $790.56)
  • $790.56 P/E (TTM): 77.01X Cap: $76.50B
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• Super Micro Computer Inc. (SMCI $44.76)
  • $44.76 P/E (TTM): 24.08X Cap: $26.47B
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• Vertiv Holdings LLC Class A (VRT $129.31)
  • $129.31 P/E (TTM): 72.69X Cap: $48.85B
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Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year

Upvote 2

Read Answer Asked by Martin on January 04, 2024

Q: Your thoughts on this company? Is it a buy, sell or hold?

Upvote 3

Read Answer Asked by Charles on January 04, 2024

• Granite Real Estate Investment Trust (GRT.UN $78.50)
  • $78.50 P/E (TTM): 20.94X Cap: $4.75B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.31)
  • $12.31 P/E (TTM): 25.56X Cap: $3.53B
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Q: Could I get your top two picks in the CDN industrial REIT space? Looking for share price appreciation potential over yield.

Upvote 6

Read Answer Asked by Robert on January 04, 2024

• Toronto-Dominion Bank (The) (TD $105.01)
  • $105.01 P/E (TTM): 10.47X Cap: $179.29B
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• Bank of Nova Scotia (The) (BNS $85.13)
  • $85.13 P/E (TTM): 16.67X Cap: $106.03B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.14)
  • $133.14 P/E (TTM): 17.54X Cap: $29.53B
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• Dollarama Inc. (DOL $185.07)
  • $185.07 P/E (TTM): 44.08X Cap: $53.24B
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• Intact Financial Corporation (IFC $275.81)
  • $275.81 P/E (TTM): 22.26X Cap: $48.56B
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• Docebo Inc. (DCBO $42.62)
  • $42.62 P/E (TTM): 44.01X Cap: $1.22B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 151.9X Cap: $135.47B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.31)
  • $83.31 P/E (TTM): 41.15X Cap: $134.38B
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Q: Hi Team,
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,

Shane

Upvote 30

Read Answer Asked by Shane on January 04, 2024

• Dollarama Inc. (DOL $185.07)
  • $185.07 P/E (TTM): 44.08X Cap: $53.24B
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• North West Company Inc. (The) (NWC $50.44)
  • $50.44 P/E (TTM): 17.85X Cap: $2.39B
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• Alimentation Couche-Tard Inc. (ATD $69.80)
  • $69.80 P/E (TTM): 18.58X Cap: $65.26B
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• Leon's Furniture Limited (LNF $29.98)
  • $29.98 P/E (TTM): 13.02X Cap: $2.06B
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Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?

Upvote 6

Read Answer Asked by Jacques on January 04, 2024

Q: 5I Team,

Happy New Year!

What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?

Thanks

Upvote 1

Read Answer Asked by Scott on January 04, 2024

• Topicus.com Inc. (TOI $168.32)
  • $168.32 P/E (TTM): 84.92X Cap: $14.02B
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.

Upvote 14

Read Answer Asked by Harpinder on January 04, 2024

• Dollarama Inc. (DOL $185.07)
  • $185.07 P/E (TTM): 44.08X Cap: $53.24B
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• Tourmaline Oil Corp. (TOU $58.00)
  • $58.00 P/E (TTM): 14.4X Cap: $21.72B
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• Premium Brands Holdings Corporation (PBH $95.05)
  • $95.05 P/E (TTM): 45.8X Cap: $4.22B
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $63.95)
  • $63.95 P/E (TTM): 75.18X Cap: $478M
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• EQB Inc. (EQB $101.65)
  • $101.65 P/E (TTM): 10.25X Cap: $3.87B
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• Lumine Group Inc. (LMN $48.93)
  • $48.93 P/E (TTM): 181.15X Cap: $12.55B
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Q: Hi group Happy new year to all. Can yo give me your top picks (stocks or etfs) in the following sectors and a brief comment + good entry price pays Strong dividend US or CAD

Financials - I Own GSY TD, FFH, BN, BAM

Energy - I own ARC, ENB, F, NRGI

Healthcare - BIO TECH - I have no exposure but like CVS at present levels

Consumer staples - L, WMT, Cost,

Tech- QQQ, Apple, MSFT, AMZ, GOOG

Consumer discretionary - QSR,ATD,MCDS, ATZ

Upvote 17

Read Answer Asked by Terence on January 04, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $46.00)
  • $46.00 P/E (TTM): 39.94X Cap: $38M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.76)
  • $76.76 P/E (TTM): 1.29X Cap: $644M
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• Technology Select Sector SPDR ETF (XLK $264.45)
  • $264.45 P/E (TTM): 94.08X Cap: $84.57B
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• Blockchain Technologies ETF (HBLK $21.17)
  • $21.17 P/E (TTM): 17.48X Cap: $25M
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• Communication Services Select Sector SPDR Fund (XLC $111.19)
  • $111.19 P/E (TTM): 70.08X Cap: $24.98B
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• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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• TD Global Technology Leaders Index ETF (TEC $49.57)
  • $49.57 P/E (TTM): 59.06X Cap: $3.22B
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• SPDR Dow Jones Industrial Average ETF (DIA $456.03)
  • $456.03 P/E (TTM): 66.58X Cap: $39.35B
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Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you

Upvote 3

Read Answer Asked by Don on January 04, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.03)
  • $193.03 P/E (TTM): 79.48X Cap: $253.19B
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• Lumine Group Inc. (LMN $48.93)
  • $48.93 P/E (TTM): 181.15X Cap: $12.55B
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Q: I realize it's a very short time frame, but do you think Lumine would have more upside potential than Shopify over a six-minth period, thanks?

Upvote 7

Read Answer Asked by Pat on January 04, 2024

• Lockheed Martin Corporation (LMT $454.47)
  • $454.47 P/E (TTM): 25.14X Cap: $106.33B
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• Northrop Grumman Corporation (NOC $586.61)
  • $586.61 P/E (TTM): 21.63X Cap: $84.91B
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• AeroVironment Inc. (AVAV $247.47)
  • $247.47 P/E (TTM): 155.98X Cap: $11.23B
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• Kratos Defense & Security Solutions Inc. (KTOS $67.92)
  • $67.92 P/E (TTM): 514.62X Cap: $11.48B
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• L3Harris Technologies Inc. (LHX $276.76)
  • $276.76 P/E (TTM): 30.86X Cap: $51.94B
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• RTX Corporation (RTX $159.84)
  • $159.84 P/E (TTM): 34.35X Cap: $213.59B
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Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks

Upvote 8

Read Answer Asked by sam on January 04, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $6.90)
  • $6.90 P/E (TTM): 19.14X Cap: $1.37B
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• Leon's Furniture Limited (LNF $29.98)
  • $29.98 P/E (TTM): 13.02X Cap: $2.06B
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• Tamarack Valley Energy Ltd. (TVE $5.42)
  • $5.42 P/E (TTM): 11.62X Cap: $2.73B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Galaxy Digital Inc. Class A common stock (GLXY $33.68)
  • $33.68 Cap: $12.87B
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• Titanium Transportation Group Inc. (TTNM $1.49)
  • $1.49 Cap: $68M
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• Lumine Group Inc. (LMN $48.93)
  • $48.93 P/E (TTM): 181.15X Cap: $12.55B
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Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,

Upvote 9

Read Answer Asked by Henry on January 04, 2024

• Bristol-Myers Squibb Company (BMY $47.63)
  • $47.63 P/E (TTM): 18.93X Cap: $96.09B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nutrien Ltd. (NTR $80.24)
  • $80.24 P/E (TTM): 189.18X Cap: $39.38B
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• Medical Properties Trust Inc. (MPW $4.42)
  • $4.42 Cap: $2.59B
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• Coinbase Global Inc (COIN $308.97)
  • $308.97 P/E (TTM): 29.6X Cap: $79.38B
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Q: Would you buy these stocks now and in what order?

Thanks,
Milan

Upvote 4

Read Answer Asked by Milan on January 04, 2024

• American Electric Power Company Inc. (AEP $112.89)
  • $112.89 P/E (TTM): 16.55X Cap: $60.23B
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• Enbridge Inc. (ENB $65.69)
  • $65.69 P/E (TTM): 23.2X Cap: $143.24B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.86)
  • $79.86 P/E (TTM): 39.55X Cap: $9.16B
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• Linde plc (LIN $482.71)
  • $482.71 P/E (TTM): 33.99X Cap: $225.97B
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• Crocs Inc. (CROX $86.63)
  • $86.63 P/E (TTM): 23.13X Cap: $4.73B
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• West Fraser Timber Co. Ltd. (WFG $99.64)
  • $99.64 Cap: $7.85B
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Q: Could i get your 2 favorite companies to buy right now ( 1 Cad and 1 US) in each of Consumer Cyclical, Utilities, and Materials. Thank you

Upvote 23

Read Answer Asked by Neil on January 04, 2024

• Amgen Inc. (AMGN $287.97)
  • $287.97 P/E (TTM): 23.57X Cap: $155.89B
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Q: I am puzzled by the sudden rise in AMGN share price today. The only news I see is from a week ago, that the FDA completed a report on the Lung Cancer drug Lumakras, voting *against* full approval. The drug was conditionally approved in May 2021, and I believe the condition was that Amgen had to complete a comparative trial, showing it was more effective than other treatments like chemotherapy, in order to receive full approval. But it sounds like their trial failed due to dropouts from their "other treatment" group.
Why would this "rejection" result in a sudden rise in share price? Or is it due to something else, like a broker upgrade?

Upvote 2

Read Answer Asked by Ed on January 04, 2024