Investment Q&A

• Topaz Energy Corp. (TPZ $25.16)
  • $25.16 P/E (TTM): 61.37X Cap: $3.86B
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Q: What are your thoughts on Topaz energy? RBC has the company at a Outperform with a 20% upside.

Ken

Upvote 7

Read Answer Asked by Ken on November 09, 2023

• AvalonBay Communities Inc. (AVB $186.78)
  • $186.78 P/E (TTM): 23.23X Cap: $26.55B
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• Equity Residential of Beneficial Interest (EQR $63.20)
  • $63.20 P/E (TTM): 24.12X Cap: $24.13B
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• UDR Inc. (UDR $38.09)
  • $38.09 P/E (TTM): 97.67X Cap: $12.62B
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Q: Could you please provide best residential ideas (CDN & USA) that are on the lower risk side?

Upvote 2

Read Answer Asked by Geoffrey on November 09, 2023

• Hercules Metals Corp. (BIG $0.76)
  • $0.76 Cap: $185M
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Q: Wondering your thoughts on the future of Hercules. Its moved up a lot over the last month with great drilling results and now Barrick has made a significant investment today. If the positive drilling results continue, where do you see the stock going or where do you think it can get too?

Upvote 2

Read Answer Asked by Husseinali on November 09, 2023

• Propel Holdings Inc. (PRL $36.01)
  • $36.01 P/E (TTM): 18.38X Cap: $1.39B
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Q: Hello 5i Team,
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?

Thank you,
Brent

Upvote 4

Read Answer Asked by Brent on November 09, 2023

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.26)
  • $116.26 Cap: $1.90B
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Q: Can you please help me understand HISA ETFs - for instance, I see HSAV dipped down to $108.75 on Oct 30, then bounced back up. In an ETF where there are no distributions, what would explain the dips? In theory, shouldn’t it continuously increase in price?

Upvote 3

Read Answer Asked by Eric on November 09, 2023

• Adobe Inc. (ADBE $341.05)
  • $341.05 P/E (TTM): 21.88X Cap: $144.67B
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• Alphabet Inc. (GOOG $202.09)
  • $202.09 P/E (TTM): 21.54X Cap: $2.44T
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• NVIDIA Corporation (NVDA $182.70)
  • $182.70 P/E (TTM): 58.94X Cap: $4.45T
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• Constellation Software Inc. (CSU $4,599.93)
  • $4,599.93 P/E (TTM): 96.06X Cap: $97.47B
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• ATS Corporation (ATS $38.81)
  • $38.81 Cap: $3.78B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.82)
  • $205.82 P/E (TTM): 123.17X Cap: $267.02B
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• Axon Enterprise Inc. (AXON $842.50)
  • $842.50 P/E (TTM): 203.8X Cap: $66.13B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.03)
  • $89.03 P/E (TTM): 232.14X Cap: $146.68B
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• Lumine Group Inc. (LMN $51.90)
  • $51.90 Cap: $13.31B
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Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C

Upvote 45

Read Answer Asked by Bill on November 09, 2023

• Marriott International (MAR $259.92)
  • $259.92 P/E (TTM): 29.57X Cap: $70.73B
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• Booking Holdings Inc. (BKNG $5,405.91)
  • $5,405.91 P/E (TTM): 37.69X Cap: $175.20B
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• Intercontinental Hotels Group American Depositary Shares (Each representing one) (IHG $119.41)
  • $119.41 P/E (TTM): 30.94X Cap: $19.09B
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• Airbnb Inc. (ABNB $121.02)
  • $121.02 P/E (TTM): 30.72X Cap: $75.20B
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Q: What would be your ranking of the following accommodation stocks: MAR, BKNG, IHG and AIRBNB.?

Upvote 3

Read Answer Asked by Andrew on November 09, 2023

• TransAlta Corporation (TA $16.63)
  • $16.63 Cap: $4.92B
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Q: Please comment on the 3rd q earnings released today. They seem to be way ahead of expectations but I realize in this business sector earnings are only part of the picture in determining if the company is worth iinvesting in.

Upvote 2

Read Answer Asked by Murray on November 09, 2023

• Alphabet Inc. (GOOG $202.09)
  • $202.09 P/E (TTM): 21.54X Cap: $2.44T
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• NVIDIA Corporation (NVDA $182.70)
  • $182.70 P/E (TTM): 58.94X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,405.91)
  • $5,405.91 P/E (TTM): 37.69X Cap: $175.20B
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• Salesforce Inc. (CRM $240.51)
  • $240.51 P/E (TTM): 37.64X Cap: $229.92B
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• United Rentals Inc. (URI $858.97)
  • $858.97 P/E (TTM): 22.25X Cap: $55.26B
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• Atlassian Corporation (TEAM $168.06)
  • $168.06 Cap: $44.11B
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• Roku Inc. (ROKU $83.21)
  • $83.21 Cap: $12.25B
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• Rapid7 Inc. (RPD $17.88)
  • $17.88 P/E (TTM): 44.69X Cap: $1.14B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $842.50)
  • $842.50 P/E (TTM): 203.8X Cap: $66.13B
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• Unity Software Inc. (U $33.25)
  • $33.25 Cap: $14.04B
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Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.

What are a few nice growth opportunities on US side, looking 3-5 years minimum.

Thank you!

Upvote 13

Read Answer Asked by Marilou on November 09, 2023

• CAE Inc. (CAE $39.33)
  • $39.33 P/E (TTM): 31.21X Cap: $12.59B
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Q: Hi 5i
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks

Upvote 11

Read Answer Asked by mike on November 09, 2023

• Cargojet Inc. Common and Variable Voting Shares (CJT $102.01)
  • $102.01 P/E (TTM): 13.77X Cap: $1.58B
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Q: I own shares of CJT and am down quite a bit. Can you comment on their earnings? Do you think this is a good candidate for tax loss selling with a buyback after 30 days or is it better to move on to something else? Most analysts seem to look favourably on it with target prices well above the current price.

Upvote 4

Read Answer Asked by Ken on November 09, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.52)
  • $132.52 P/E (TTM): 19.87X Cap: $1.57B
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Q: Hps.a shot up like a rocket since U recomended it on Oct 10 @ $52.25. to $75.16 H,but last few days dropped to $65.75. Any reason for the fall.Please advise a good entry point.Thanks for U usual great views and services.

Upvote 12

Read Answer Asked by Peter on November 09, 2023

• Playmaker Capital Inc. (PMKR $0.73)
  • $0.73 Cap: $167M
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Q: Playmaker is being acquired by Better Collective. They are offering 3 options to shareholders. The options are cash, or Better Collective shares, or a mix of cash and shares. Which option would you select of these three, based on your knowledge of Better Collective and its prospects? Thanks

Upvote 1

Read Answer Asked by Charles on November 09, 2023

• Home Depot Inc. (The) (HD $387.85)
  • $387.85 P/E (TTM): 26.33X Cap: $385.88B
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• CrowdStrike Holdings Inc. (CRWD $424.49)
  • $424.49 Cap: $105.80B
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Q: Hi Team,
Two different companies but wanted to ask if you can rate each of them in terms of risk from 1-10 and potential stock price appreciation 1-10.
Minimum 6 year hold in RRSP
thanks

Upvote 3

Read Answer Asked by Marco on November 09, 2023

• Constellation Software Inc. (CSU $4,599.93)
  • $4,599.93 P/E (TTM): 96.06X Cap: $97.47B
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• Topicus.com Inc. (TOI $180.78)
  • $180.78 P/E (TTM): 87.6X Cap: $23.47B
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• Lumine Group Inc. (LMN $51.90)
  • $51.90 Cap: $13.31B
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Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks

Upvote 43

Read Answer Asked by Fernando on November 09, 2023

• Eli Lilly and Company (LLY $625.65)
  • $625.65 P/E (TTM): 50.91X Cap: $592.15B
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Q: Can you comment on LLY last quarterly earnings. Thank you.

Upvote 6

Read Answer Asked by Cheryl on November 09, 2023

• Constellation Software Inc. (CSU $4,599.93)
  • $4,599.93 P/E (TTM): 96.06X Cap: $97.47B
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• Exchange Income Corporation (EIF $67.62)
  • $67.62 P/E (TTM): 27.49X Cap: $3.47B
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Q: Time for a RIFF withdrawal. Just under $27K. Don' t need the funds. I usually roll the proceeds into an unregistered account.
Question. Do I buy a dividend grower EIF or do I add a few dollars and add buy 10 more shares of CSU? What would Peter do? Thanks in advance. David

Upvote 13

Read Answer Asked by David on November 09, 2023

• Major Drilling Group International Inc. (MDI $8.79)
  • $8.79 P/E (TTM): 28.35X Cap: $719M
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Q: Peter and His Wonder Team
MDI up 4% on monstrous volume...any news?
Thanks!

Upvote 2

Read Answer Asked by Ernest on November 09, 2023

Q: A bit of a different twist.Can you suggest your top five companies that have both the highest inside ownership and smallest relative float that you currently favour?

Upvote 6

Read Answer Asked by Kim on November 09, 2023

• KraneShares Global Carbon Strategy ETF (KRBN $30.86)
  • $30.86 Cap: $165M
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Q: I have held KRBN in a registered account since early 2022. At the end of last year they paid out a huge dividend representing about 20%. I recall being very surprised at the time and couldn’t really find a lot of info or a clear explanation. Could you shed some light on why the fund paid out such a large dividend last year and is this a regular occurrence that can be expected again at the end of this year?

Upvote 2

Read Answer Asked by Steven on November 09, 2023