Investment Q&A

• TerraVest Industries Inc. (TVK $137.46)
  • $137.46 Cap: $3.04B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Hi Team,

Knowing you don't give personal advice, how high of a weight would YOU be comfortable with TVK before trimming in a portfolio?
Thanks

Upvote 9

Read Answer Asked by Marco on September 09, 2024

• Kinaxis Inc. (KXS $186.58)
  • $186.58 P/E (TTM): 160.54X Cap: $5.36B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hello Peter &5 I team,
What do you think of the Daventry Group letter asking Kinaxis to initiate a sales process?

Upvote 8

Read Answer Asked by john on September 09, 2024

• Palantir Technologies Inc. (PLTR $166.74)
  • $166.74 P/E (TTM): 520.33X Cap: $385.17B
  • View PLTR Profile
  • View Questions on PLTR

Q: Do you know the reason why PLTR is up so much today on high volume.

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on September 09, 2024

• Amgen Inc. (AMGN $278.51)
  • $278.51 P/E (TTM): 22.89X Cap: $150.72B
  • View AMGN Profile
  • View Questions on AMGN
• Regeneron Pharmaceuticals Inc. (REGN $555.83)
  • $555.83 P/E (TTM): 14.05X Cap: $58.98B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $388.55)
  • $388.55 P/E (TTM): 28.01X Cap: $101.65B
  • View VRTX Profile
  • View Questions on VRTX
• Exact Sciences Corporation (EXAS $54.77)
  • $54.77 Cap: $10.49B
  • View EXAS Profile
  • View Questions on EXAS
• iShares Biotechnology ETF (IBB $140.65)
  • $140.65 P/E (TTM): 18.86X Cap: $5.71B
  • View IBB Profile
  • View Questions on IBB
• SPDR Biotech ETF (XBI $93.90)
  • $93.90 P/E (TTM): 15.86X Cap: $5.49B
  • View XBI Profile
  • View Questions on XBI

Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph

Upvote 1

Read Answer Asked by ralph on September 09, 2024

• Zedcor Inc. (ZDC $4.14)
  • $4.14 P/E (TTM): 241.76X Cap: $436M
  • View ZDC Profile
  • View Questions on ZDC

Q: Can you comment on Zedcor from both a valuation and outlook viewpoint

Upvote 2

Read Answer Asked by Kim on September 09, 2024

• Fabrinet (FN $372.57)
  • $372.57 P/E (TTM): 40.38X Cap: $12.05B
  • View FN Profile
  • View Questions on FN
• Hawkins Inc. (HWKN $170.59)
  • $170.59 P/E (TTM): 43.56X Cap: $3.66B
  • View HWKN Profile
  • View Questions on HWKN
• Badger Meter Inc. (BMI $177.48)
  • $177.48 P/E (TTM): 40.24X Cap: $5.35B
  • View BMI Profile
  • View Questions on BMI
• ITT Inc. (ITT $174.05)
  • $174.05 P/E (TTM): 27.21X Cap: $13.14B
  • View ITT Profile
  • View Questions on ITT

Q: Please rank in order of what you believe have best long term growth potential.
Thanks so much

Upvote 2

Read Answer Asked by Curtis on September 09, 2024

• TFI International Inc. (TFII $128.55)
  • $128.55 P/E (TTM): 22.02X Cap: $10.63B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD $74.00)
  • $74.00 P/E (TTM): 19.91X Cap: $69.57B
  • View ATD Profile
  • View Questions on ATD

Q: Hi 5i
At today's prices which one would you choose to start a new position? TFSA for a long term hold.
Thanks, Gary

Upvote 7

Read Answer Asked by Gary on September 09, 2024

• Fortis Inc. (FTS $67.90)
  • $67.90 P/E (TTM): 19.88X Cap: $34.18B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $64.44)
  • $64.44 P/E (TTM): 21.84X Cap: $19.37B
  • View EMA Profile
  • View Questions on EMA
• Hydro One Limited (H $48.97)
  • $48.97 P/E (TTM): 23.72X Cap: $29.74B
  • View H Profile
  • View Questions on H

Q: Hello,
Hydro One seems to be going up quite a bit. Do you think the valuation is much higher than fortis and Emera? If so, i was thinking of selling Hydro One and moving the monies to fortis or Emera. Any comments; thanks very much

Upvote 6

Read Answer Asked by umedali on September 09, 2024

• Enghouse Systems Limited (ENGH $20.88)
  • $20.88 P/E (TTM): 14.73X Cap: $1.15B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Good Morning

I had the misfortune of buying engh at its near high of 65$ in 2020
It is now trading around 30$ and has been for some time
Is their any chance it may reach its previous high within a reasonable time or should a person move on and put the money someplace else to work?

Thks
Marcel

Upvote 5

Read Answer Asked by Marcel on September 09, 2024

• Constellation Software Inc. (CSU $4,421.93)
  • $4,421.93 P/E (TTM): 113.58X Cap: $97.10B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $146.77)
  • $146.77 P/E (TTM): 63.71X Cap: $12.73B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: Hello,
Given decent results from constellation and Descartes Systems, any reason why the stocks have been declining.. Do you think it is simply profit taking and both are good long term investments? Much appreciated.

Upvote 12

Read Answer Asked by umedali on September 09, 2024

• Tesla Inc. (TSLA $347.79)
  • $347.79 P/E (TTM): 200.23X Cap: $1.11T
  • View TSLA Profile
  • View Questions on TSLA

Q: It seems Tesla (TSLA) is no longer a favorite pick in 5i Research. Its CEO, Elon Musk, is working on many interesting projects. If revolutionary projects, such as the humanoid robot, are successful, they could bring billions to the company. I don’t own TSLA. What do you think about TSLA this year, next year, or in the future? Please comment. Thanks in advance.

Upvote 3

Read Answer Asked by Esther on September 09, 2024

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $19.51)
  • $19.51 Cap: $809M
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.32)
  • $14.32 P/E (TTM): 28.49X Cap: $863M
  • View HYLD Profile
  • View Questions on HYLD
• Harvest Diversified Monthly Income ETF (HDIF $8.76)
  • $8.76 P/E (TTM): 0.01X Cap: $452M
  • View HDIF Profile
  • View Questions on HDIF

Q: I currently hold hyld.
Do you prefer hdiv or hdif to diversify my portfolio.
How about some smax to round things out.

Thank you

Upvote 3

Read Answer Asked by JACK on September 09, 2024

• Methanex Corporation (MX $53.34)
  • $53.34 P/E (TTM): 11.53X Cap: $3.61B
  • View MX Profile
  • View Questions on MX
• Methanex Corporation (MEOH $38.48)
  • $38.48 P/E (TTM): 11.53X Cap: $2.60B
  • View MEOH Profile
  • View Questions on MEOH

Q: Could you provide some insight into what is happening with MEOH. Down over 7% today and also displaying an "R" in red beside the price.

Thank you,
Mike

Upvote 1

Read Answer Asked by Mike on September 09, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Tesla Inc. (TSLA $347.79)
  • $347.79 P/E (TTM): 200.23X Cap: $1.11T
  • View TSLA Profile
  • View Questions on TSLA
• Generac Holdlings Inc. (GNRC $185.01)
  • $185.01 P/E (TTM): 32.11X Cap: $10.63B
  • View GNRC Profile
  • View Questions on GNRC
• Enphase Energy Inc. (ENPH $37.12)
  • $37.12 P/E (TTM): 30.09X Cap: $4.96B
  • View ENPH Profile
  • View Questions on ENPH
• Harvest Clean Energy ETF (HCLN $9.05)
  • $9.05 P/E (TTM): 11.13X Cap: $17M
  • View HCLN Profile
  • View Questions on HCLN

Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?

With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !

Upvote 2

Read Answer Asked by James on September 09, 2024

• Waste Connections Inc. (WCN $244.30)
  • $244.30 P/E (TTM): 72.1X Cap: $63.37B
  • View WCN Profile
  • View Questions on WCN

Q: Hi can i get your opinion on Waste Connections(WCN.TO)? Also is the company to expensive to initial a position?? should i wait for a pullback?

Upvote 5

Read Answer Asked by Danny on September 09, 2024

• Kits Eyecare Ltd. (KITS $15.74)
  • $15.74 P/E (TTM): 151.45X Cap: $515M
  • View KITS Profile
  • View Questions on KITS

Q: Hello,

Can I please get your opinion on KITS?

Thanks

Dave

Upvote 4

Read Answer Asked by David on September 09, 2024

• North West Company Inc. (The) (NWC $47.45)
  • $47.45 P/E (TTM): 18.16X Cap: $2.32B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Thoughts on the quarter. Market seems to like the results.
Steve

Upvote 4

Read Answer Asked by Stephen on September 09, 2024

• Enbridge Inc. (ENB $67.35)
  • $67.35 P/E (TTM): 23.46X Cap: $146.08B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TMX Group Limited (X $53.41)
  • $53.41 P/E (TTM): 35.33X Cap: $15.06B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Freehold Royalties Ltd. (FRU $13.44)
  • $13.44 P/E (TTM): 17.12X Cap: $2.16B
  • View FRU Profile
  • View Questions on FRU
• Hydro One Limited (H $48.97)
  • $48.97 P/E (TTM): 23.72X Cap: $29.74B
  • View H Profile
  • View Questions on H

Q: Morning
Thoughts on Freehold Royalty
FRU-TO as a good sustainable dividend stock?Thank you

Upvote 3

Read Answer Asked by Michael on September 09, 2024

• Source Energy Services Ltd. (SHLE $14.59)
  • $14.59 P/E (TTM): 4.76X Cap: $186M
  • View SHLE Profile
  • View Questions on SHLE

Q: Source seems interesting as an energy play not tied to a single producer. Do you have a general recommendation and, if so, a recommended price?

Upvote 3

Read Answer Asked by John on September 09, 2024

• iShares Core Dividend Growth ETF (DGRO $67.33)
  • $67.33 P/E (TTM): 19.76X Cap: $33.85B
  • View DGRO Profile
  • View Questions on DGRO
• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $11.60)
  • $11.60 P/E (TTM): 19.5X Cap: $37M
  • View PPLN Profile
  • View Questions on PPLN

Q: Which would you recommend as would provide the largest % total yield, dividend+capital appreciation, for the first year of ownership? What is your reasoning please?

Upvote 1

Read Answer Asked by Ron on September 09, 2024