Investment Q&A

• Booking Holdings Inc. (BKNG $5,614.58)
  • $5,614.58 P/E (TTM): 38.57X Cap: $180.97B
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• Lowe's Companies Inc. (LOW $258.70)
  • $258.70 P/E (TTM): 20.75X Cap: $143.67B
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• Philip Morris International Inc (PM $172.23)
  • $172.23 P/E (TTM): 31.61X Cap: $262.70B
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• Crocs Inc. (CROX $83.14)
  • $83.14 P/E (TTM): 22.22X Cap: $4.55B
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• Extra Space Storage Inc (EXR $139.74)
  • $139.74 P/E (TTM): 29.75X Cap: $29.60B
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• Axos Financial Inc. (AX $86.32)
  • $86.32 P/E (TTM): 11.97X Cap: $4.89B
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• Perion Network Ltd (PERI $9.04)
  • $9.04 Cap: $417M
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• Airbnb Inc. (ABNB $124.39)
  • $124.39 P/E (TTM): 31.85X Cap: $78.30B
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• Lantheus Holdings Inc. (LNTH $56.52)
  • $56.52 P/E (TTM): 15.95X Cap: $3.74B
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Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

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Read Answer Asked by sam on May 09, 2023

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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Q: Looking for an updated view of LTHM.

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Read Answer Asked by Jim on May 09, 2023

• Martinrea International Inc. (MRE $9.38)
  • $9.38 Cap: $695M
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Q: Can you comment on the earnings released last night. I read that it was in-line with forecasts, but the share price drop of 11% sure does not show that.

Thanks

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Read Answer Asked by Tom on May 09, 2023

• AbbVie Inc. (ABBV $208.51)
  • $208.51 P/E (TTM): 88.28X Cap: $364.24B
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• NextEra Energy Inc. (NEE $76.17)
  • $76.17 P/E (TTM): 26.48X Cap: $157.55B
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• Pfizer Inc. (PFE $25.42)
  • $25.42 P/E (TTM): 18.17X Cap: $143.95B
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• Williams Companies Inc. (The) (WMB $56.98)
  • $56.98 P/E (TTM): 30.39X Cap: $69.08B
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $71.98)
  • $71.98 P/E (TTM): 17.05X Cap: $69.69B
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Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

Upvote 1

Read Answer Asked by David on May 09, 2023

• Exchange Income Corporation (EIF $72.63)
  • $72.63 P/E (TTM): 28.94X Cap: $3.74B
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• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $5.95)
  • $5.95 P/E (TTM): 27.54X Cap: $103M
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• Dividend 15 Split Corp. Class A Shares (DFN $6.53)
  • $6.53 P/E (TTM): 22.65X Cap: $781M
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• Canoe EIT Income Fund (EIT.UN $15.31)
  • $15.31 P/E (TTM): 50.26X Cap: $2.42B
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• Enbridge Inc (ENB $48.04)
  • $48.04 P/E (TTM): 22.65X Cap: $102.92B
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• abrdn Global Premier Properties Fund of Beneficial Interest (AWP $3.97)
  • $3.97 P/E (TTM): 117.36X Cap: $334M
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• BCE Inc. (BCE $25.77)
  • $25.77 P/E (TTM): 76.7X Cap: $23.85B
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Q: I have these stocks in my TFSA and most are doing okay. I have some extra cash to use to either beef up or buy another stock or ETF. I’m an income investor with also an interest in growth. Any suggestions would be appreciated. Thanks in advance. I appreciate your work immensely.

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Read Answer Asked by Deidra on May 09, 2023

• Topicus.com Inc. (TOI $165.97)
  • $165.97 P/E (TTM): 81.66X Cap: $13.82B
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• TELUS International (Cda) Inc. Subordinate (TIXT $3.76)
  • $3.76 Cap: $1.05B
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Q: I am currently down about 25% on Telus International. Would you support selling Telus International and purchasing Topicus?

Thanks for the great support.

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Read Answer Asked by Lynda on May 09, 2023

• Progressive Corporation (The) (PGR $252.24)
  • $252.24 P/E (TTM): 16.66X Cap: $146.92B
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Q: I have a position in PGR. Stock has not well after it reported. Long term
it had performed well. Should I add to my position for long term.
Thank You

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Read Answer Asked by Al on May 09, 2023

• Perion Network Ltd (PERI $9.04)
  • $9.04 Cap: $417M
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Q: Hi Peter and team,

Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?

Thanks for great service,
Angelo

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Read Answer Asked by Angelo on May 09, 2023

• Open Text Corporation (OTEX $44.43)
  • $44.43 P/E (TTM): 12.98X Cap: $11.09B
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Q: Hi There,

Please comment on earnings report today and whether it’s a buy around todays price.

Thanks!

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Read Answer Asked by Robert on May 09, 2023

• Topicus.com Inc. (TOI $165.97)
  • $165.97 P/E (TTM): 81.66X Cap: $13.82B
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Q: Hello Peter,
Any idea why Topicus is not moving the needle much on the upside given the decent results? The number of shares traded is quite low as well. Any comments would be appreciated. Thanks very much

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Read Answer Asked by umedali on May 09, 2023

• Altus Group Limited (AIF $60.71)
  • $60.71 P/E (TTM): 7.06X Cap: $2.64B
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Q: I have a question about Altus Group Limited. In February 2022 you said “we think it is attractive in the low $50s.”. Is it even more attractive now it’s in the low $40s? If not, why not?

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Read Answer Asked by David on May 09, 2023

• PNC Financial Services Group Inc. (The) (PNC $194.15)
  • $194.15 P/E (TTM): 13.14X Cap: $76B
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Q: Hello 5i
Could please tell me the pros and cons of starting a position in PNC Financial today?
Obviously the sector is in a bit of turmoil currently but is this an opportunity also?
Thank you
Dave

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Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR $210.94)
  • $210.94 P/E (TTM): 44.38X Cap: $151.94B
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Q: I’ve held Danaher for the past 3 years and done very well. Recently missed on last quarter. Any concerns here as a long term hold or is it time to move on. If so which company would you suggest as replacement in similar space. Thanks. Chris

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Read Answer Asked by christopher on May 09, 2023

• Emergent BioSolutions Inc. (EBS $9.04)
  • $9.04 Cap: $468M
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Q: Looking for an updated view. The large short position is either very positive or very negative.

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Read Answer Asked by Jim on May 09, 2023

• RBC O'Shaughnessy Global Equity Fund Series A (RBF594 $18.43)
  • $18.43 P/E (TTM): 10.7X
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Q: What do you think about this fund?

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Read Answer Asked by David M. on May 09, 2023

Q: Peter,

What companies do you currently like in the manufacturing space in Canada?

Thanks

Paul

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Read Answer Asked by paul on May 09, 2023

Q: What do you think is an appropriate cash allocation of one's liquid assets in the current market environment with some recession and US bank crisis contagion/debt ceiling risks? (Recognizing you can get 4% interest in high yield cash etfs) I recognize this is a personal question so please assume à 34 year old professional with a long term investment horizon.

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Read Answer Asked by Patrick on May 09, 2023

Q: Hello 5i, my question is related to your answer to Anthony about the TRI reverse split. I currently hold 190 shares, so if I understand correctly I will get a payout of $887.30 and end up with 182.89 shares instead of 190 once the reverse split completed, is that correct? Do you know the date of the reverse split? Thank you

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Read Answer Asked by Gervais on May 09, 2023

• Slate Grocery REIT (SGR.UN $14.19)
  • $14.19 P/E (TTM): 16.09X Cap: $839M
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Q: Hi Gang
Would you buy Slate at this time
Thanks Mike B

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Read Answer Asked by Mike on May 08, 2023

• BMO Covered Call US Banks ETF (ZWK $24.59)
  • $24.59 P/E (TTM): 42.53X Cap: $346M
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Q: Hi do you like this as a contrarian play? The yield looks strong with good 2-3 year appreciation is share price. Is this strong opportunity to buy at a discount. Jamie Dimon claims the worst of the banking scare is behind us now. Would you agree?

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Read Answer Asked by Chris on May 08, 2023