Investment Q&A

• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Upvote 8

Read Answer Asked by JR on November 21, 2023

• Tourmaline Oil Corp. (TOU $57.61)
  • $57.61 P/E (TTM): 17.09X Cap: $21.56B
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• Whitecap Resources Inc. (WCP $10.31)
  • $10.31 P/E (TTM): 7.06X Cap: $6.05B
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Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Upvote 6

Read Answer Asked by Gary on November 21, 2023

• TransAlta Corporation (TA $17.08)
  • $17.08 Cap: $5.06B
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Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Upvote 1

Read Answer Asked by Michael on November 21, 2023

Q: Hello 5I,

Do you know of a good financial online site that tracks the current spot price of Gold?

I use TD Webroker and regular gold price updates our far and few between?


Thanks for your help

Stephen G

Upvote 2

Read Answer Asked by Stephen on November 21, 2023

• Birchtech Corp. (MEEC)
  • Cap: $79M
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Q: I noticed where they came out with some more information, which moved the stock higher. I was wondering what your take on the announcement is. Thank You

Upvote 1

Read Answer Asked by Earl on November 21, 2023

Q: What can you tell me about this company and is it a buy, sell, or hold. Thanks for your good work and I will wait for your answer.

Upvote 1

Read Answer Asked by Earl on November 21, 2023

• TJX Companies Inc. (The) (TJX $129.22)
  • $129.22 P/E (TTM): 29.65X Cap: $144.15B
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Q: Could you update your thoughts on TJX? Is this a good time to buy this consumer discretionary company given the uncertainty around the strength of consumer spending over the near term? Thanks.

Upvote 4

Read Answer Asked by Stefan on November 21, 2023

• Fortinet Inc. (FTNT $98.55)
  • $98.55 P/E (TTM): 40.07X Cap: $75.43B
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• Palo Alto Networks Inc. (PANW $171.00)
  • $171.00 P/E (TTM): 98.79X Cap: $114.02B
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• Qualys Inc. (QLYS $135.82)
  • $135.82 P/E (TTM): 26.69X Cap: $4.93B
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.

Upvote 4

Read Answer Asked by Les on November 21, 2023

• MARA Holdings Inc. (MARA $16.04)
  • $16.04 P/E (TTM): 10.54X Cap: $5.94B
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• Riot Platforms Inc. (RIOT $11.42)
  • $11.42 Cap: $4.22B
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• CleanSpark Inc. (CLSK)
  • Cap: $3.29B
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Q: Any specific reason for the significant gains today in CLSK, RIOT and MARA other than bitcoin price ?

Upvote 2

Read Answer Asked by Thomas on November 21, 2023

• Toromont Industries Ltd. (TIH $140.49)
  • $140.49 P/E (TTM): 23.73X Cap: $11.42B
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Q: Would you consider this a buy now or wait?

Upvote 4

Read Answer Asked by Brian on November 21, 2023

• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
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• AbbVie Inc. (ABBV $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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Q: I have some funds to invest and am considering the above stocks. Please indicate whether these stocks are better held in an unregistered, TFSA or RRSP account. Please rank these stocks on a 5 year hold. Thank you

Upvote 7

Read Answer Asked by Don on November 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
  • $53.03 Cap: $7B
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Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick

Upvote 7

Read Answer Asked by Rick on November 21, 2023

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Costco Wholesale Corporation (COST $955.37)
  • $955.37 P/E (TTM): 55.64X Cap: $423.68B
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• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
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Q: I have some cash in my RRSP account that I will be investing in the next couple of weeks. I understand that Dividend US Equity investments are preferred for RRSP accounts. I am considering the above stocks for my RRSP. Please advise if these stocks are considered Dividend US Equity investments and rank the stocks in order of preference for a 5 year hold.
In my RRSP Direct Investing account, I have the option of converting CDN funds to US funds before purchasing US stocks. Would you recommend converting CDN funds to US funds before purchasing US stocks?

Upvote 11

Read Answer Asked by Don on November 21, 2023

• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
  • View CP Profile
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• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?

Upvote 5

Read Answer Asked by FORREST on November 21, 2023

• Real Matters Inc. (REAL $5.42)
  • $5.42 P/E (TTM): 197.85X Cap: $398M
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Q: Your March 2 2023 on the company seems relatively positive? But over the Summer/Fall less positive? (correct me if I have that wrong) If true, is it a reflection of real estate market/higher interest rates or execution of the company? Earnings were released on Friday, comment? If you were doing report card/ 5i Opinion today what would you change? Thanks!

Upvote 3

Read Answer Asked by Steve on November 21, 2023

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: So where are we on this stock now, up 43% in the last year, more future here now.
Thanks again

Upvote 2

Read Answer Asked by eugene on November 21, 2023

• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: Would the 5i team be aware of any stock that would have a growth rating of 6 and higher along with a risk rating of 4 and lower. I'm needing to add 2 or 3 stocks (gems if any exists) to portfolio.
Thanks for your valuable service.
Gilles

Upvote 12

Read Answer Asked by Gilles on November 21, 2023

Q: ATZ,AC,BIP.UN,BEP.UN,CS,CP,DND,GEI,DND,GEI,MDI,OLA,PD,TECK.B,TCN,SDE,SVI,
GERT.UN(GRANITE)
Which would you sell for a tax loss

Upvote 2

Read Answer Asked by Nizar on November 21, 2023

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• Dollar General Corporation (DG $110.94)
  • $110.94 P/E (TTM): 20.71X Cap: $24.41B
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• Ford Motor Company (F $10.95)
  • $10.95 P/E (TTM): 8.66X Cap: $43.57B
  • View F Profile
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• Purpose Core Dividend Fund (PDF $34.47)
  • $34.47 P/E (TTM): 4.05X Cap: $182M
  • View PDF Profile
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• iShares S&P Global Clean Energy Index Fund (ICLN $13.57)
  • $13.57 P/E (TTM): 17.69X Cap: $1.45B
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• Crocs Inc. (CROX $100.36)
  • $100.36 P/E (TTM): 5.95X Cap: $5.62B
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• Opera Limited (OPRA $16.23)
  • $16.23 P/E (TTM): 17.62X Cap: $1.43B
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• Perion Network Ltd (PERI $10.87)
  • $10.87 Cap: $489M
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• InMode Ltd. (INMD $14.07)
  • $14.07 Cap: $978M
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Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?

Upvote 1

Read Answer Asked by Nizar on November 21, 2023

• Capital Power Corporation (CPX $56.51)
  • $56.51 P/E (TTM): 12.1X Cap: $7.87B
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Q: Good morning,

Curious to hear your views/thoughts on the CPX news from yesterday.

Thanks.

Upvote 6

Read Answer Asked by Trevor on November 21, 2023