Investment Q&A

• Royal Bank of Canada (RY $189.35)
  • $189.35 P/E (TTM): 20.37X Cap: $266.44B
  • View RY Profile
  • View Questions on RY
• Suncor Energy Inc. (SU $53.54)
  • $53.54 P/E (TTM): 11.43X Cap: $64.55B
  • View SU Profile
  • View Questions on SU
• TC Energy Corporation (TRP $71.95)
  • $71.95 P/E (TTM): 17.08X Cap: $73.71B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.74X Cap: $45.99B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL $195.10)
  • $195.10 P/E (TTM): 44.96X Cap: $54.58B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 167.66X Cap: $5.48B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $95.33)
  • $95.33 P/E (TTM): 45.96X Cap: $4.27B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $20.77)
  • $20.77 P/E (TTM): 27.32X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Brookfield Infrastructure Partners L.P. (BIP.UN $41.79)
  • $41.79 P/E (TTM): 997.99X Cap: $19.20B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).

Upvote 5

Read Answer Asked by Chris on March 04, 2024

• Intuitive Surgical Inc. (ISRG $480.45)
  • $480.45 P/E (TTM): 67.03X Cap: $171.78B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,639.78)
  • $5,639.78 P/E (TTM): 38.57X Cap: $180.97B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $705.44)
  • $705.44 P/E (TTM): 56.8X Cap: $665.55B
  • View LLY Profile
  • View Questions on LLY
• Celestica Inc. (CLS $253.78)
  • $253.78 P/E (TTM): 43.5X Cap: $29.45B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.90)
  • $124.90 P/E (TTM): 19.33X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Axon Enterprise Inc. (AXON $760.89)
  • $760.89 P/E (TTM): 191.49X Cap: $59.52B
  • View AXON Profile
  • View Questions on AXON
• Eagle Materials Inc (EXP $226.22)
  • $226.22 P/E (TTM): 16.73X Cap: $7.56B
  • View EXP Profile
  • View Questions on EXP
• Powell Industries Inc. (POWL $246.52)
  • $246.52 P/E (TTM): 18.25X Cap: $3.06B
  • View POWL Profile
  • View Questions on POWL
• Vertiv Holdings LLC Class A (VRT $127.54)
  • $127.54 P/E (TTM): 78.89X Cap: $49.27B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $61.95)
  • $61.95 P/E (TTM): 185.45X Cap: $15.59B
  • View CELH Profile
  • View Questions on CELH
• Lumine Group Inc. (LMN $46.11)
  • $46.11 P/E (TTM): 182.26X Cap: $11.83B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextracker Inc. (NXT $66.13)
  • $66.13 P/E (TTM): 18.45X Cap: $9.84B
  • View NXT Profile
  • View Questions on NXT

Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.

Upvote 15

Read Answer Asked by sam on March 04, 2024

• Amazon.com Inc. (AMZN $223.81)
  • $223.81 P/E (TTM): 35.29X Cap: $2.43T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.78X Cap: $2.44T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $505.72)
  • $505.72 P/E (TTM): 37.91X Cap: $3.78T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $4,360.35)
  • $4,360.35 P/E (TTM): 108.99X Cap: $91.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.43)
  • $190.43 P/E (TTM): 80.63X Cap: $250.85B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $77.11)
  • $77.11 Cap: $8.13B
  • View ESTC Profile
  • View Questions on ESTC
• Shift4 Payments Inc. Class A (FOUR $90.50)
  • $90.50 P/E (TTM): 49.82X Cap: $7.98B
  • View FOUR Profile
  • View Questions on FOUR
• Duolingo Inc. (DUOL $338.88)
  • $338.88 P/E (TTM): 151.93X Cap: $15.02B
  • View DUOL Profile
  • View Questions on DUOL
• Cellebrite DI Ltd. (CLBT $15.48)
  • $15.48 Cap: $3.78B
  • View CLBT Profile
  • View Questions on CLBT
• Lumine Group Inc. (LMN $46.11)
  • $46.11 P/E (TTM): 182.26X Cap: $11.83B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextracker Inc. (NXT $66.13)
  • $66.13 P/E (TTM): 18.45X Cap: $9.84B
  • View NXT Profile
  • View Questions on NXT

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Upvote 14

Read Answer Asked by Neil on March 04, 2024

• Lumine Group Inc. (LMN $46.11)
  • $46.11 P/E (TTM): 182.26X Cap: $11.83B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Lumine has had a good run. I would like purchase it but am hesitating due to its recent increase in share price. Should I wait for volatility or purchase at current price?
Thanks

Upvote 31

Read Answer Asked by Ben on March 01, 2024

• Elastic N.V. (ESTC $77.11)
  • $77.11 Cap: $8.13B
  • View ESTC Profile
  • View Questions on ESTC

Q: Hi 5i Team,
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .

Upvote 10

Read Answer Asked by Pui on March 01, 2024

• Starbucks Corporation (SBUX $89.51)
  • $89.51 P/E (TTM): 39.89X Cap: $103.36B
  • View SBUX Profile
  • View Questions on SBUX

Q: Why is Starbucks having such a hard time? The price is where it was at in 2020. Not moving much. I thought they recently reported decent results.

Upvote 4

Read Answer Asked by David M. on March 01, 2024

• Berkshire Hathaway Inc. (BRK.B $488.68)
  • $488.68 P/E (TTM): 16.4X Cap: $1.04T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: If you could choose only 1 US stock to invest your entire portfolio in for 10 years, which one would you invest in today? (clearly you would never recommend only 1 stock for an entire portfolio, but if you were forced to, which stock do you have the most faith that it could likely beat the S&P500 index over that time period?)

Upvote 14

Read Answer Asked by Charles on March 01, 2024

• Stantec Inc. (STN $147.16)
  • $147.16 P/E (TTM): 38.57X Cap: $16.98B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: In my previous question I asked for your STN latest Q report evaluation. You stated it is coming but i haven't seen it yet.

Upvote 3

Read Answer Asked by JR on March 01, 2024

• TECSYS Inc. (TCS $37.00)
  • $37.00 P/E (TTM): 205.28X Cap: $552M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Lumine Group Inc. (LMN $46.11)
  • $46.11 P/E (TTM): 182.26X Cap: $11.83B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi Peter and 5i,
Who's your pick for the more growth over the next 5 years between TCS & LMN?
Thanks so much.

Upvote 10

Read Answer Asked by Dennis on March 01, 2024

• BTB Real Estate Investment Trust (BTB.UN $3.67)
  • $3.67 P/E (TTM): 8.41X Cap: $323M
  • View BTB.UN Profile
  • View Questions on BTB.UN

Q: Please comment on BTB.un and their recent financials including any going forward comments you may have. Thank you.

Upvote 3

Read Answer Asked by James on March 01, 2024

• BWX Technologies Inc. (BWXT $163.56)
  • $163.56 P/E (TTM): 54.44X Cap: $15.96B
  • View BWXT Profile
  • View Questions on BWXT

Q: May I have your thoughts on BWXT’s latest quarter released yesterday? They are up about 11.5% today so I’m assuming a solid beat. How’s their debt level, are they paying it down? Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 5

Read Answer Asked by James on March 01, 2024

• CI Galaxy Ethereum ETF (ETHX.B $21.47)
  • $21.47 Cap: $808M
  • View ETHX.B Profile
  • View Questions on ETHX.B

Q: I have a very small amount invested in ETHX.B and my 22 year-old son is convinced I should have more invested in ethereum. I am a value investor in my 60s and just don't get cryptocurrency. Your comments appreciated regarding the future of ethereum.
Thanks!

Upvote 8

Read Answer Asked by Grant on March 01, 2024

• Fulgent Genetics Inc. (FLGT $21.38)
  • $21.38 Cap: $660M
  • View FLGT Profile
  • View Questions on FLGT

Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott

Upvote 3

Read Answer Asked by Scott on March 01, 2024

Q: hi all: LMAT

lamaitre vascular

can you give me your input and outlook for this one?

thanks in advance

Upvote 2

Read Answer Asked by Robert on March 01, 2024

• Surface Metals Inc Com (ACME)
  • Cap: $2M
  • View ACME Profile
  • View Questions on ACME

Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.

Upvote 2

Read Answer Asked by Brent on March 01, 2024

• PHX Energy Services Corp. (PHX $7.50)
  • $7.50 P/E (TTM): 6.82X Cap: $339M
  • View PHX Profile
  • View Questions on PHX

Q: seems to be on a downturn-reports seemed ok prior- could you comment ?

Upvote 2

Read Answer Asked by terrance on March 01, 2024

Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?

Thanks

Upvote 3

Read Answer Asked by Daniel on March 01, 2024

• MDA Space Ltd. (MDA $43.90)
  • $43.90 P/E (TTM): 51.51X Cap: $5.47B
  • View MDA Profile
  • View Questions on MDA

Q: What’s your thoughts on today’s earnings and future outlook….

Upvote 4

Read Answer Asked by Sonny on March 01, 2024

• BMO MSCI India Selection Equity Index ETF (ZID $50.46)
  • $50.46 P/E (TTM): 0.01X Cap: $221M
  • View ZID Profile
  • View Questions on ZID
• iShares India Index ETF (XID $55.62)
  • $55.62 P/E (TTM): 0.02X Cap: $148M
  • View XID Profile
  • View Questions on XID
• iShares MSCI India ETF (INDA $53.80)
  • $53.80 P/E (TTM): 22.69X Cap: $9.65B
  • View INDA Profile
  • View Questions on INDA

Q: What is the best etf or mutual fund to invest in India? As well do you think it is a good area to invest in right now?

Upvote 5

Read Answer Asked by Gary on March 01, 2024

• Stella-Jones Inc. (SJ $77.01)
  • $77.01 P/E (TTM): 13.02X Cap: $4.30B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Please comment on its QR . Why such a big drop of price?

Upvote 5

Read Answer Asked by victor on March 01, 2024