Investment Q&A

• Fastly Inc. Class A (FSLY $8.26)
  • $8.26 Cap: $1.17B
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Q: Hi,

I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.

Regards.
Rajiv

Upvote 3

Read Answer Asked by Rajiv on November 09, 2023

• Topaz Energy Corp. (TPZ $24.97)
  • $24.97 P/E (TTM): 60.71X Cap: $3.84B
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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 $175.80)
  • $175.80 P/E (TTM): 21.66X Cap: $25.10B
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• Equity Residential of Beneficial Interest (EQR $60.18)
  • $60.18 P/E (TTM): 22.23X Cap: $23.03B
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• UDR Inc. (UDR $33.91)
  • $33.91 P/E (TTM): 86.05X Cap: $12B
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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 $0.61)
  • $0.61 Cap: $164M
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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 $25.15)
  • $25.15 P/E (TTM): 11.86X Cap: $965M
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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 $116.17)
  • $116.17 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 $338.84)
  • $338.84 P/E (TTM): 21.67X Cap: $142B
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• Alphabet Inc. (GOOG $282.15)
  • $282.15 P/E (TTM): 29.34X Cap: $3.40T
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• NVIDIA Corporation (NVDA $205.48)
  • $205.48 P/E (TTM): 58.99X Cap: $4.93T
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• Constellation Software Inc. (CSU $3,606.91)
  • $3,606.91 P/E (TTM): 84.2X Cap: $76.01B
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• ATS Corporation (ATS $37.65)
  • $37.65 Cap: $3.64B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.05)
  • $245.05 P/E (TTM): 100.1X Cap: $315.68B
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• Axon Enterprise Inc. (AXON $745.00)
  • $745.00 P/E (TTM): 187.79X Cap: $58B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.65)
  • $63.65 P/E (TTM): 107.73X Cap: $143.65B
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• Lumine Group Inc. (LMN $32.47)
  • $32.47 P/E (TTM): 124.27X Cap: $8.48B
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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 $260.21)
  • $260.21 P/E (TTM): 29.63X Cap: $71.19B
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• Booking Holdings Inc. (BKNG $5,088.29)
  • $5,088.29 P/E (TTM): 35.39X Cap: $163.75B
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• Intercontinental Hotels Group American Depositary Shares (Each representing one) (IHG $121.35)
  • $121.35 P/E (TTM): 32.46X Cap: $18.85B
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• Airbnb Inc. (ABNB $126.39)
  • $126.39 P/E (TTM): 30.77X Cap: $78.51B
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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 $24.84)
  • $24.84 Cap: $7.30B
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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 $282.15)
  • $282.15 P/E (TTM): 29.34X Cap: $3.40T
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• NVIDIA Corporation (NVDA $205.48)
  • $205.48 P/E (TTM): 58.99X Cap: $4.93T
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• Booking Holdings Inc. (BKNG $5,088.29)
  • $5,088.29 P/E (TTM): 35.39X Cap: $163.75B
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• Salesforce Inc. (CRM $257.85)
  • $257.85 P/E (TTM): 36.55X Cap: $244.33B
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• United Rentals Inc. (URI $873.04)
  • $873.04 P/E (TTM): 22.55X Cap: $55.26B
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• Atlassian Corporation (TEAM $168.76)
  • $168.76 Cap: $42.14B
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• Roku Inc. (ROKU $111.68)
  • $111.68 Cap: $14.73B
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• Rapid7 Inc. (RPD $18.34)
  • $18.34 P/E (TTM): 43.52X Cap: $1.18B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $745.00)
  • $745.00 P/E (TTM): 187.79X Cap: $58B
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• Unity Software Inc. (U $37.31)
  • $37.31 Cap: $15.26B
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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 $39.52)
  • $39.52 P/E (TTM): 30.27X Cap: $12.35B
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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 $82.30)
  • $82.30 P/E (TTM): 9.29X Cap: $1.22B
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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 $210.26)
  • $210.26 P/E (TTM): 30.37X Cap: $2.44B
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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 $380.78)
  • $380.78 P/E (TTM): 25.7X Cap: $377.79B
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• CrowdStrike Holdings Inc. (CRWD $542.79)
  • $542.79 Cap: $135.18B
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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 $3,606.91)
  • $3,606.91 P/E (TTM): 84.2X Cap: $76.01B
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• Topicus.com Inc. (TOI $138.00)
  • $138.00 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $32.47)
  • $32.47 P/E (TTM): 124.27X Cap: $8.48B
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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 $849.57)
  • $849.57 P/E (TTM): 53.17X Cap: $799.28B
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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 $3,606.91)
  • $3,606.91 P/E (TTM): 84.2X Cap: $76.01B
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• Exchange Income Corporation (EIF $76.87)
  • $76.87 P/E (TTM): 30.15X Cap: $3.94B
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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 $12.30)
  • $12.30 P/E (TTM): 52.5X Cap: $1.01B
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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