Investment Q&A

Q: I am 88 years old, I recently purchased a GIC in my name and I also added my two adult children to the GIC. Can you tell me what a bear trust is and would my GIC be considered a Bear Trust?
Also I put their name on my brokerage account to save probate fees.
I would like to know if these are considered simple joint accounts, or are they considered Bear Trusts?
Thanks as always for your expert opinion.

Upvote 13

Read Answer Asked by Shirley on April 08, 2024

• Amazon.com Inc. (AMZN $244.22)
  • $244.22 P/E (TTM): 35.11X Cap: $2.37T
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• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 29.34X Cap: $3.40T
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• Intuitive Surgical Inc. (ISRG $534.28)
  • $534.28 P/E (TTM): 74.87X Cap: $189.99B
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• Microsoft Corporation (MSFT $517.81)
  • $517.81 P/E (TTM): 39.7X Cap: $3.90T
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• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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• Eli Lilly and Company (LLY $862.86)
  • $862.86 P/E (TTM): 53.17X Cap: $799.28B
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• Advanced Micro Devices Inc. (AMD $256.12)
  • $256.12 P/E (TTM): 152.62X Cap: $413.56B
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• Nutanix Inc. (NTNX $71.24)
  • $71.24 P/E (TTM): 104.83X Cap: $18.31B
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• Super Micro Computer Inc. (SMCI $51.96)
  • $51.96 P/E (TTM): 31.36X Cap: $29.93B
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• Axon Enterprise Inc. (AXON $732.23)
  • $732.23 P/E (TTM): 187.79X Cap: $58B
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• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X Cap: $4.57B
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• Vertiv Holdings LLC Class A (VRT $192.86)
  • $192.86 P/E (TTM): 95.34X Cap: $73.98B
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• Celsius Holdings Inc. (CELH $60.23)
  • $60.23 P/E (TTM): 161.53X Cap: $15.51B
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• Palantir Technologies Inc. (PLTR $200.47)
  • $200.47 P/E (TTM): 662.7X Cap: $461.53B
  • View PLTR Profile
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• TransMedics Group Inc. (TMDX $131.54)
  • $131.54 P/E (TTM): 69.17X Cap: $4.63B
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• Nextracker Inc. (NXT $101.22)
  • $101.22 P/E (TTM): 27.98X Cap: $14.66B
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Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

Upvote 26

Read Answer Asked by Greg on April 08, 2024

• Metro Inc. (MRU $93.49)
  • $93.49 P/E (TTM): 19.91X Cap: $20.23B
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Q: I am interested in buying Metro in a non-registered account with an investment horizon of 5 to 10 years. Dividends are not important. I am looking for capital appreciation in the stock price over that time.

Is Metro a good choice in the consumer staples space? And what would be a good entry point to buy it at? Thank you and have a great day.

Upvote 3

Read Answer Asked by Cathy on April 08, 2024

• Intuitive Surgical Inc. (ISRG $534.28)
  • $534.28 P/E (TTM): 74.87X Cap: $189.99B
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• AbbVie Inc. (ABBV $218.04)
  • $218.04 P/E (TTM): 107.72X Cap: $403.12B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $862.86)
  • $862.86 P/E (TTM): 53.17X Cap: $799.28B
  • View LLY Profile
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• Merck & Company Inc. (MRK $85.98)
  • $85.98 P/E (TTM): 13.35X Cap: $215.50B
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• UnitedHealth Group Incorporated (DE) (UNH $341.56)
  • $341.56 P/E (TTM): 15.39X Cap: $312.28B
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• TransMedics Group Inc. (TMDX $131.54)
  • $131.54 P/E (TTM): 69.17X Cap: $4.63B
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Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks

Upvote 9

Read Answer Asked by steve on April 08, 2024

• VanEck Rare Earth/Strategic Metals ETF (REMX $70.50)
  • $70.50 P/E (TTM): 32.88X Cap: $251M
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Q: Dear 5i team.

Can you update your viewes on REMX please? What is your assessment of:

1) up/down part of the cycle?
2) co's trading at decent multiples?
3) Does this pay a dividend?

Do you still see this as a good part of a diversified portfolio?

Appreciate your help.

Upvote 2

Read Answer Asked by Arthur on April 08, 2024

• Tennessee Valley Authority (TVE $24.04)
  • $24.04 Cap: $1.03B
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• Headwater Exploration Inc. (HWX $7.40)
  • $7.40 P/E (TTM): 9.4X Cap: $1.74B
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Q: Hi team,
I am currently treading water in TVE. I understand that HWX is also a Clearwater producer. In comparing the two, HWX has more production, much higher ROE, lower debt, higher margin, lower PE and higher dividend. Would you sell TVE and buy HWX?

Upvote 1

Read Answer Asked by Ken on April 08, 2024

• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 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: $11.52B
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• Lumine Group Inc. (LMN $33.50)
  • $33.50 P/E (TTM): 124.27X Cap: $8.48B
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Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Upvote 13

Read Answer Asked by JEFF on April 08, 2024

Q: One of the recent questions concerned Apple. A 5i member noted that they had purchased the stock at a very low price and now had a huge profit. In essence the question was addressed to you to share with others and confirm their "skills" or good fortune. I would like to compliment you on your answers keeping all of us concentrated on what really matters. Investing in good, solid companies, diversification, and don't trade too much. Oh, and be very thankful when luck shines your way!
Gordo

Upvote 8

Read Answer Asked by gord on April 08, 2024

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.34)
  • $48.34 P/E (TTM): 6.15X Cap: $19.69B
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• SPDR S&P 500 ETF Trust (SPY $682.06)
  • $682.06 P/E (TTM): 27.29X Cap: $688.86B
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• iShares Core S&P 500 ETF (IVV $685.23)
  • $685.23 P/E (TTM): 27.06X Cap: $716.87B
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Q: Warren Buffett says " buy index funds" preferably Vanguard.

What would you buy in Canada & the USA?

Thank you.

Upvote 6

Read Answer Asked by Ross on April 08, 2024

• IAMGOLD Corporation (IMG $16.24)
  • $16.24 P/E (TTM): 8.23X Cap: $9.33B
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• Scandium International Mining Corp. (SCY $0.14)
  • $0.14 Cap: $49M
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• Rio2 Limited (RIO $2.35)
  • $2.35 Cap: $979M
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Q: Which of these companies would provide good exposure to the scandium market? Thanks.

Upvote 1

Read Answer Asked by Helen on April 08, 2024

Q: Peter and His Wonder Team
Here is a simple question for you but I do not want to make a mistake with CRA in regards to Capital Gains. If I have a stock in the green and sell ...do I have to pay on just 50% of that gain? On the other hand If I have a second stock in the red of an equal loss and sell...does that just negate the gain entirely? On the other hand are gains only at 50% and losses at 100%? In other words how does one calculate capital gains in general?Thanks...don't want to get into trouble with the "Tax-Man"! Ha!Ha!

Upvote 3

Read Answer Asked by Ernest on April 08, 2024

• ATS Corporation (ATS $38.58)
  • $38.58 Cap: $3.64B
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• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $214.00)
  • $214.00 P/E (TTM): 30.37X Cap: $2.44B
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Q: Greetings 5i, which one of these 3 companies would be your top choice today for a new position in a TFSA? Growth over 5 years is primary objective. Thanks.

Upvote 12

Read Answer Asked by Barbara on April 08, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
  • View KRR Profile
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Q: Your comments on the deal w/Westgold. Is it good for Karora shares holder? Should we sell, buy, hold and wait? Should we transfer to an other proxy? Your analysis will be appreciated.

Thanks

Upvote 3

Read Answer Asked by Daniel on April 08, 2024

• Alimentation Couche-Tard Inc. (ATD $71.28)
  • $71.28 P/E (TTM): 18.41X Cap: $66.50B
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• Canadian Tire Corporation Limited (CTC $246.00)
  • $246.00 P/E (TTM): 18.02X Cap: $13.32B
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Q: Both CTC and ATD are down. Would you recommend either or both as a good buy? Thanks Dan

Upvote 4

Read Answer Asked by Danny-boy on April 08, 2024

Q: If the US decided to devalue their currency, how would that effect stocks?

I read some where they did this in 1933 and 1971.

Upvote 2

Read Answer Asked by Mark on April 08, 2024

• Athabasca Oil Corporation (ATH $6.89)
  • $6.89 P/E (TTM): 7.84X Cap: $3.51B
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Q: ATH:CA - Bu, sell or hold and why. Thanks.

Upvote 1

Read Answer Asked by garry on April 08, 2024

• Richelieu Hardware Ltd. (RCH $38.45)
  • $38.45 P/E (TTM): 24.95X Cap: $2.08B
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Q: Hi,

Any surprises here on the earnings release?

Upvote 2

Read Answer Asked by Kelly on April 08, 2024

• Exchange Income Corporation (EIF $76.84)
  • $76.84 P/E (TTM): 30.15X Cap: $3.94B
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Q: Hi Please can you update the short positions on Eif . Many thanks

Upvote 1

Read Answer Asked by Alan on April 08, 2024

• Athabasca Oil Corporation (ATH $6.89)
  • $6.89 P/E (TTM): 7.84X Cap: $3.51B
  • View ATH Profile
  • View Questions on ATH

Q: Is ATH a buy or sell? Thank You

Upvote 2

Read Answer Asked by garry on April 08, 2024

• ATS Corporation (ATS $38.58)
  • $38.58 Cap: $3.64B
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Q: Is it worth continuing to hold ATS? Despite the AI fanfare over the past few years and solid fundamentals, it is massively underperforming the market over the past 12 months.

Upvote 14

Read Answer Asked by Patrick on April 05, 2024