Investment Q&A

• Medtronic plc. (MDT $89.56)
  • $89.56 P/E (TTM): 24.75X Cap: $114.85B
  • View MDT Profile
  • View Questions on MDT
• Veeva Systems Inc. Class A (VEEV $283.53)
  • $283.53 P/E (TTM): 59.73X Cap: $46.61B
  • View VEEV Profile
  • View Questions on VEEV

Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

Upvote 0

Read Answer Asked by Greg on January 30, 2023

• Constellation Software Inc. (CSU $4,732.80)
  • $4,732.80 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Which analysts cover CSU? The company website has no information on this.

Upvote 0

Read Answer Asked by Reg on January 30, 2023

Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?

Upvote 0

Read Answer Asked by Brian on January 30, 2023

• Constellation Software Inc. (CSU $4,732.80)
  • $4,732.80 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TFI International Inc. (TFII $121.86)
  • $121.86 P/E (TTM): 19.83X Cap: $9.85B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $33.00)
  • $33.00 P/E (TTM): 21.48X Cap: $784M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• Trisura Group Ltd. (TSU $41.36)
  • $41.36 P/E (TTM): 18.07X Cap: $1.96B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
  • View TSU Profile
  • View Questions on TSU
• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

Upvote 0

Read Answer Asked by Derek on January 27, 2023

• Invesco Optimum Yield Diversified Commodity (PDBC $13.02)
  • $13.02 Cap: $4.50B
  • View PDBC Profile
  • View Questions on PDBC

Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.

Upvote 0

Read Answer Asked by Ian on January 27, 2023

• MEDIFAST INC (MED $13.08)
  • $13.08 Cap: $148M
  • View MED Profile
  • View Questions on MED

Q: Medifast has been drifting lower in the past few weeks and has not participated in the small cap rally. Why do you think this is and do you think their medium to long term outlook is still good.

Many thanks,

Marie

Upvote 0

Read Answer Asked by Marie on January 27, 2023

• Apple Inc. (AAPL $203.35)
  • $203.35 P/E (TTM): 31.52X Cap: $3.01T
  • View AAPL Profile
  • View Questions on AAPL
• Domino's Pizza Inc (DPZ $450.87)
  • $450.87 P/E (TTM): 27.07X Cap: $15.88B
  • View DPZ Profile
  • View Questions on DPZ
• Copart Inc. (CPRT $46.59)
  • $46.59 P/E (TTM): 29.94X Cap: $44.22B
  • View CPRT Profile
  • View Questions on CPRT
• Hilton Worldwide Holdings Inc. (HLT $260.33)
  • $260.33 P/E (TTM): 40.13X Cap: $61.34B
  • View HLT Profile
  • View Questions on HLT
• Berkshire Hathaway Inc. (BRK.B $465.84)
  • $465.84 P/E (TTM): 12.6X Cap: $990.45B
  • View BRK.B Profile
  • View Questions on BRK.B

Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?

Upvote 0

Read Answer Asked by Kevin on January 27, 2023

• Public Storage (PSA $281.75)
  • $281.75 P/E (TTM): 27.67X Cap: $49.22B
  • View PSA Profile
  • View Questions on PSA
• Extra Space Storage Inc (EXR $138.54)
  • $138.54 P/E (TTM): 32.4X Cap: $29.29B
  • View EXR Profile
  • View Questions on EXR
• Life Storage Inc. (LSI)
  • P/E (TTM): 45.27X Cap: $22.65B
  • View LSI Profile
  • View Questions on LSI

Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

Upvote 0

Read Answer Asked by Ian on January 27, 2023

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello 5i Team
On BNN Bloomberg today one of their guest a Banking manager mentioned that Emerging Market is in the beginning of a decade of recovery.Please give me your thoughts and does this translate in EM out performing and what percentage should one own?Please deduct the appropriate credits for these questions.
Thanks

Upvote 0

Read Answer Asked by claudio on January 27, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Is there an updated report planned for Tricon in the near future? Or maybe a candidate for a “flash update”?

Upvote 0

Read Answer Asked by Stephen R. on January 27, 2023

• NIO Inc. American depositary shares each representing one Class A (NIO $4.52)
  • $4.52 Cap: $10.33B
  • View NIO Profile
  • View Questions on NIO
• ASGN Incorporated (ASGN $51.41)
  • $51.41 P/E (TTM): 13.89X Cap: $2.23B
  • View ASGN Profile
  • View Questions on ASGN
• Digital Turbine Inc. (APPS $5.45)
  • $5.45 Cap: $608M
  • View APPS Profile
  • View Questions on APPS
• Topicus.com Inc. (TOI $184.87)
  • $184.87 P/E (TTM): 97.02X Cap: $24.04B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Coveo Solutions Inc. Subordinate voting shares (CVO $8.83)
  • $8.83 Cap: $805M
  • View CVO Profile
  • View Questions on CVO

Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

Upvote 0

Read Answer Asked by Fernando on January 27, 2023

Q: Can you please elaborate on the above
Thanks in advance
Rick

Upvote 0

Read Answer Asked by Rick on January 27, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $33.00)
  • $33.00 P/E (TTM): 21.48X Cap: $784M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: Hi 5i Team,
Do you like GDI Integrated Facility ?
Would you be comfortable buy this stock?
Thanks

Upvote 0

Read Answer Asked by Pui on January 27, 2023

• Champion Iron Limited Ordinary Shares (CIA $3.75)
  • $3.75 P/E (TTM): 14.14X Cap: $1.94B
  • View CIA Profile
  • View Questions on CIA
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
  • View Questions on STLC

Q: Looking at adding to a smallish position in Stelco, but recently saw an analyst recommend Champion Iron. I view Champion as similar to Stelco, being a high volatility business dependent on the pricing environment (iron ore/steel) of their product. I like STLC's large share buybacks, dividends, solid balance sheet and very cheap p/e multiple. With a major recession looking less likely, which do you prefer and why?

Upvote 0

Read Answer Asked by Dan on January 27, 2023

• AbbVie Inc. (ABBV $197.91)
  • $197.91 P/E (TTM): 83.43X Cap: $348.31B
  • View ABBV Profile
  • View Questions on ABBV
• Bank of America Corporation (BAC $45.56)
  • $45.56 P/E (TTM): 13.63X Cap: $339.60B
  • View BAC Profile
  • View Questions on BAC
• Bristol-Myers Squibb Company (BMY $45.66)
  • $45.66 P/E (TTM): 16.5X Cap: $92.40B
  • View BMY Profile
  • View Questions on BMY
• Lowe's Companies Inc. (LOW $238.19)
  • $238.19 P/E (TTM): 18.73X Cap: $131.03B
  • View LOW Profile
  • View Questions on LOW
• Philip Morris International Inc (PM $163.89)
  • $163.89 P/E (TTM): 30.92X Cap: $253.70B
  • View PM Profile
  • View Questions on PM
• AT&T Inc. (T $27.78)
  • $27.78 P/E (TTM): 17.02X Cap: $197.92B
  • View T Profile
  • View Questions on T
• Vornado Realty Trust (VNO $37.32)
  • $37.32 P/E (TTM): 72.38X Cap: $7.40B
  • View VNO Profile
  • View Questions on VNO
• Blackstone Inc. (BX $167.90)
  • $167.90 P/E (TTM): 51.48X Cap: $124.40B
  • View BX Profile
  • View Questions on BX

Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,

Upvote 0

Read Answer Asked by Stephan on January 27, 2023

• Secure Waste Infrastructure Corp. (SES $15.21)
  • $15.21 P/E (TTM): 18.42X Cap: $3.53B
  • View SES Profile
  • View Questions on SES

Q: Would like your updated thoughts on SES. Is there more upside? I'm considering a switch to an oil weighted producer.

Upvote 0

Read Answer Asked by Brendon on January 27, 2023

• Canadian National Railway Company (CNR $129.85)
  • $129.85 P/E (TTM): 17.64X Cap: $79.92B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $103.38)
  • $103.38 P/E (TTM): 24.35X Cap: $93.83B
  • View CP Profile
  • View Questions on CP
• MKS Inc. (MKSI $92.16)
  • $92.16 P/E (TTM): 27.69X Cap: $6.30B
  • View MKSI Profile
  • View Questions on MKSI

Q: I heard these companies earnings were posted recently. Could you please discuss the earnings and help me to understand them? Thanks,

Upvote 0

Read Answer Asked by Lin on January 27, 2023

• Intel Corporation (INTC $20.26)
  • $20.26 Cap: $85.35B
  • View INTC Profile
  • View Questions on INTC

Q: Hi 5i,

Would appreciate your thoughts on INTC:US after reporting for this quarter.

Thank you.

Upvote 0

Read Answer Asked by GREGORY on January 27, 2023

Q: Can you tell me what % of the annual revenue of companies in the dow jones industrial average comes from outside the usa? The same question for the s&p 500. Don't need both; so whichever one is more accessable. Thank you

Upvote 0

Read Answer Asked by Richard on January 27, 2023

• Union Pacific Corporation (UNP $222.80)
  • $222.80 P/E (TTM): 19.77X Cap: $131.69B
  • View UNP Profile
  • View Questions on UNP
• Canadian National Railway Company (CNR $129.85)
  • $129.85 P/E (TTM): 17.64X Cap: $79.92B
  • View CNR Profile
  • View Questions on CNR

Q: hello 5i:
at present valuations, and looking to the future, who do you like better; CNR or UNP?
Paul L

Upvote 0

Read Answer Asked by Paul on January 27, 2023