Investment Q&A

• Amazon.com Inc. (AMZN $222.51)
  • $222.51 P/E (TTM): 33.47X Cap: $2.35T
  • View AMZN Profile
  • View Questions on AMZN
• Intuitive Surgical Inc. (ISRG $441.61)
  • $441.61 P/E (TTM): 62.29X Cap: $157.02B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $5,363.19)
  • $5,363.19 P/E (TTM): 37.64X Cap: $173.41B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $815.33)
  • $815.33 P/E (TTM): 49.87X Cap: $781.22B
  • View LLY Profile
  • View Questions on LLY
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.20)
  • $2,440.20 P/E (TTM): 8.61X Cap: $52.46B
  • View FFH Profile
  • View Questions on FFH
• lululemon athletica inc. (LULU $177.98)
  • $177.98 P/E (TTM): 12.15X Cap: $20.14B
  • View LULU Profile
  • View Questions on LULU
• Vertiv Holdings LLC Class A (VRT $160.02)
  • $160.02 P/E (TTM): 72.18X Cap: $61.70B
  • View VRT Profile
  • View Questions on VRT

Q: Hi Group what's going on with FFH this am. Is it a buy sell or hold is it a good time to add more as i already own it. Also what's you top 3 picks in (stocks or ETFs /US or Cad ) Financials / Health care /Industrials /Tech / Consumer Disc...Thanks for your help it is much appreciated

Upvote 19

Read Answer Asked by Terence on February 08, 2024

• Firan Technology Group Corporation (FTG $12.29)
  • $12.29 P/E (TTM): 21.87X Cap: $308M
  • View FTG Profile
  • View Questions on FTG

Q: please comment on ftg earnings out last night.
thank you

Upvote 3

Read Answer Asked by howard on February 08, 2024

• Novavax Inc. (NVAX $9.47)
  • $9.47 P/E (TTM): 3.64X Cap: $1.38B
  • View NVAX Profile
  • View Questions on NVAX

Q: Hello 5i
Do you have any recent information or feelings about Novavax. I don't know if they have other exciting things in their vaccine pipeline or if they just missed the boat? Fortunately I'm "asking for a friend" looking at the chart NVAX has made money disappear for 3 years at an extraordinary pace.
Thanks as always! You have been a great resource !
Richard

Upvote 1

Read Answer Asked by Richard on February 08, 2024

• Freeport-McMoRan Inc. (FCX $38.59)
  • $38.59 P/E (TTM): 29.49X Cap: $56.12B
  • View FCX Profile
  • View Questions on FCX

Q: Morning 5iTeam,
I have FCX in my portfolio for just over 2 years and it has been dead money. Is it time to move on to something else?
Cheers,
Harry

Upvote 2

Read Answer Asked by Harry on February 08, 2024

• Alvopetro Energy Ltd. (ALV $6.72)
  • $6.72 P/E (TTM): 8.18X Cap: $244M
  • View ALV Profile
  • View Questions on ALV

Q: What happened to alv? Going down daily.

Upvote 1

Read Answer Asked by victor on February 08, 2024

• Fidelity Greater Canada Fund Series F (FID1646 $31.06)
  • $31.06 P/E (TTM): 19.2X
  • View FID1646 Profile
  • View Questions on FID1646
• AGF Global Select Fund Series F (AGF808 $72.13)
  • $72.13 P/E (TTM): 12.4X
  • View AGF808 Profile
  • View Questions on AGF808
• Mackenzie Global Environmental Equity Fund F (MFC5786 $26.49)
  • $26.49 P/E (TTM): 10.0X
  • View MFC5786 Profile
  • View Questions on MFC5786
• Manulife Yield Opportunities Fund Series F (MMF4624 $8.71)
  • $8.71 P/E (TTM): 21.8X
  • View MMF4624 Profile
  • View Questions on MMF4624
• Manulife U.S. Monthly High Income Fund Ser F (MMF4638 $12.12)
  • $12.12 P/E (TTM): 30.7X
  • View MMF4638 Profile
  • View Questions on MMF4638
• Manulife Monthly High Income Fund Series F (MMF683 $14.21)
  • $14.21 P/E (TTM): 22.7X
  • View MMF683 Profile
  • View Questions on MMF683

Q: Would you be able to provide me with suggested EFT equivalent (or similar) to these Mutual Funds?
Thanks

Upvote 3

Read Answer Asked by Raymond on February 08, 2024

• Chesapeake Energy Corporation (CHK)
  • Cap: $125M
  • View CHK Profile
  • View Questions on CHK
• Devon Energy Corporation (DVN $34.44)
  • $34.44 P/E (TTM): 7.86X Cap: $22.42B
  • View DVN Profile
  • View Questions on DVN
• EOG Resources Inc. (EOG $110.89)
  • $110.89 P/E (TTM): 10.87X Cap: $60.75B
  • View EOG Profile
  • View Questions on EOG
• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
  • View ERF Profile
  • View Questions on ERF

Q: It appears that Devon Energy has expressed an interest in purchasing ERF. Could you look at potential synergies for this deal and provide any additional views (eg. any other potential suitors?).

Many thanks.

Upvote 3

Read Answer Asked by karl on February 08, 2024

• Ninepoint Energy Fund Series D (NPP314 $19.30)
  • $19.30 Cap: $51M
  • View NPP314 Profile
  • View Questions on NPP314
• Ninepoint Energy Fund (NNRG)
  • View NNRG Profile
  • View Questions on NNRG

Q: Could you give me the current assets for NNRG and NPP314?
For CRA, I guess these 2 are the same ?
Thanks a lot.

Upvote 2

Read Answer Asked by Denise on February 08, 2024

• The Walt Disney Company (DIS $112.06)
  • $112.06 P/E (TTM): 17.92X Cap: $203.07B
  • View DIS Profile
  • View Questions on DIS

Q: Thoughts about the earning release? Also, can you provide the % of short positions there are? I recall a lot of discussion in various investing forums about the demise of the mouse over the past 6 months, but things seem to be turning around. Do you think this is just a bounce or is this a good long term investment?

Upvote 6

Read Answer Asked by Mike on February 08, 2024

• Kohl's Corporation (KSS $16.37)
  • $16.37 P/E (TTM): 8.31X Cap: $1.72B
  • View KSS Profile
  • View Questions on KSS
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• InMode Ltd. (INMD $15.36)
  • $15.36 Cap: $1.06B
  • View INMD Profile
  • View Questions on INMD

Q: Hi,
You may have seen an article in The Globe about KSS. It linked Stephen Harper chaired Hedge fund with a connection to Carl Ichan's protege and such. It is trading around 26 USD. It apparently rejected an offer of 64$. They wanted 70 $ which didn't materialize. I scanned the Q&A section and I don't see anything recently.

There seems to be a decent risk reward trade here.

What is the downside risk and if not KSS what are your other choices? Do you think KSS will be taken over by Stephen Harper's Hedge fund? Your guess is a lot better than mine!!

Many thanks.

Upvote 2

Read Answer Asked by Savalai on February 08, 2024

• TerraVest Industries Inc. (TVK $141.38)
  • $141.38 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: What are your first impressions of TVK’s quarterly report? Any surprises, good or bad?

Upvote 11

Read Answer Asked by Greg on February 08, 2024

• ATS Corporation (ATS $36.71)
  • $36.71 Cap: $3.59B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Boyd Group Services Inc. (BYD $230.04)
  • $230.04 P/E (TTM): 458.53X Cap: $4.98B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Do you have a preference between BYD and ATS today?

Upvote 5

Read Answer Asked by Alan on February 08, 2024

• TerraVest Industries Inc. (TVK $141.38)
  • $141.38 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: TVK is up about 27% YTD. I have a small position but would like to add. Do you feel now is the time or wait for a pull back. Any info you have on this stock would be appreciated. Thank You.

Upvote 8

Read Answer Asked by Brian on February 08, 2024

• Sun Life Financial Inc. (SLF $83.73)
  • $83.73 P/E (TTM): 15.28X Cap: $47.69B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: What are your thoughts on SLF earnings

Thanks for the great service

Upvote 4

Read Answer Asked by Hector on February 08, 2024

• BCE Inc. (BCE $32.45)
  • $32.45 P/E (TTM): 70.7X Cap: $30.50B
  • View BCE Profile
  • View Questions on BCE

Q: Sorry for another question about BCE. I'm surprised that the generally good results and the workforce reduction initiatives they announced today aren't having a positive effect on the share price. In fact, at this moment, it's down 4.24%. Your assessment? Thanks!

Upvote 16

Read Answer Asked by Jerry on February 08, 2024

• BCE Inc. (BCE $32.45)
  • $32.45 P/E (TTM): 70.7X Cap: $30.50B
  • View BCE Profile
  • View Questions on BCE

Q: In light of the announced layoffs, will Bce cut dividends as well?

Upvote 9

Read Answer Asked by Valdis on February 08, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.29)
  • $208.29 P/E (TTM): 83.96X Cap: $271.07B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: What does the market expect from Shop next week?

Upvote 6

Read Answer Asked by blake on February 08, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.20)
  • $2,440.20 P/E (TTM): 8.61X Cap: $52.46B
  • View FFH Profile
  • View Questions on FFH

Q: Buy or sell, how long before there is any clarity from the short report

Upvote 6

Read Answer Asked by andre on February 08, 2024

• NVIDIA Corporation (NVDA $189.18)
  • $189.18 P/E (TTM): 53.16X Cap: $4.54T
  • View NVDA Profile
  • View Questions on NVDA

Q: Good morning,

Just curious. In your opinion, do you suspect that Nividia will announce a stock split sometime this year? I sort of recall the last one was around $500 a few years ago.

Thank you

Upvote 8

Read Answer Asked by Sandra on February 08, 2024

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.74)
  • $20.74 P/E (TTM): 54.53X Cap: $719M
  • View ZWE Profile
  • View Questions on ZWE
• iShares Core Canadian Universe Bond Index ETF (XBB $28.50)
  • $28.50 Cap: $8.50B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.91)
  • $47.91 Cap: $19.51B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.13)
  • $40.13 P/E (TTM): 14.87X Cap: $1.04B
  • View CDZ Profile
  • View Questions on CDZ
• Harvest Healthcare Leaders Income ETF (HHL $7.42)
  • $7.42 P/E (TTM): 23.08X Cap: $1.55B
  • View HHL Profile
  • View Questions on HHL
• SPDR S&P 500 ETF Trust (SPY $668.91)
  • $668.91 P/E (TTM): 28.22X Cap: $675.22B
  • View SPY Profile
  • View Questions on SPY
• Vanguard Balanced ETF Portfolio (VBAL $36.62)
  • $36.62 Cap: $4.04B
  • View VBAL Profile
  • View Questions on VBAL

Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers

Cheers

Upvote 5

Read Answer Asked by Michael on February 08, 2024