Investment Q&A

• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.81B
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Q: Following up on your excellent article comparing CASH & XBB.

I like the current 4.95% rate on CASH. '

As interest rates come down would the yield on CASH drop at the same rate ?

Thanks.

Upvote 3

Read Answer Asked by Donald on August 26, 2024

Q: RZLV (recently listed) is not yet in the 5i database. I watched the investor presentation on the company website and it seems like an impressive e-commerce related Ai offering to my naive eye. Wondering what your opinion is on this potential investment. I assume this is a very competitive space.

Upvote 1

Read Answer Asked by John on August 26, 2024

• Intact Financial Corporation (IFC $288.50)
  • $288.50 P/E (TTM): 22.88X Cap: $51.45B
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• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.58)
  • $92.58 P/E (TTM): 234.96X Cap: $152.52B
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Q: Hi, I know these 4 companies are quite different, but would be curious to learn your views on the pros and cons if each while looking at overall capital gains over the next 3+ years. Thanks for your service.

Upvote 17

Read Answer Asked by Vince on August 26, 2024

• Intuitive Surgical Inc. (ISRG $477.00)
  • $477.00 P/E (TTM): 70.77X Cap: $170.99B
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Q: Hi Folks,
Trimming some ABBV and PFE in my RRSP account. Thinking of adding either ISRG or LMAT to my somewhat balanced account. May I have your opinion as to which one you favour today and why? Thanks

Upvote 2

Read Answer Asked by JOHN on August 26, 2024

• Eaton Corporation PLC (ETN $356.45)
  • $356.45 P/E (TTM): 38.83X Cap: $139.47B
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• Ingersoll Rand Inc. (IR $77.65)
  • $77.65 P/E (TTM): 37.12X Cap: $34.60B
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• Parker-Hannifin Corporation (PH $714.88)
  • $714.88 P/E (TTM): 27.37X Cap: $91.87B
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• Quanta Services Inc. (PWR $389.12)
  • $389.12 P/E (TTM): 63.49X Cap: $57.98B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $37.23B
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• Stantec Inc. (STN $153.24)
  • $153.24 P/E (TTM): 44.75X Cap: $17.47B
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• Toromont Industries Ltd. (TIH $142.40)
  • $142.40 P/E (TTM): 23.73X Cap: $11.57B
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• Thomson Reuters Corporation (TRI $275.03)
  • $275.03 P/E (TTM): 42.38X Cap: $123.89B
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• Rollins Inc. (ROL $58.12)
  • $58.12 P/E (TTM): 59.05X Cap: $28.16B
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• AAON Inc. (AAON $83.38)
  • $83.38 P/E (TTM): 42.75X Cap: $6.56B
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• CECO Environmental Corp. (CECO $45.60)
  • $45.60 P/E (TTM): 31.34X Cap: $1.58B
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• Comfort Systems USA Inc. (FIX $691.45)
  • $691.45 P/E (TTM): 35.73X Cap: $24.39B
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• Advanced Drainage Systems Inc. (WMS $117.09)
  • $117.09 P/E (TTM): 19.75X Cap: $9.08B
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• Heico Corporation (HEI $313.20)
  • $313.20 P/E (TTM): 75.96X Cap: $43.56B
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• Interactive Brokers Group Inc. (IBKR $63.71)
  • $63.71 P/E (TTM): 35.12X Cap: $109.70B
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• Trane Technologies plc (TT $428.76)
  • $428.76 P/E (TTM): 36.13X Cap: $95.40B
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Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?

Upvote 7

Read Answer Asked by Graeme on August 26, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $45.38)
  • $45.38 P/E (TTM): 19.06X Cap: $37M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $75.53)
  • $75.53 P/E (TTM): 1.24X Cap: $615M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.73)
  • $30.73 P/E (TTM): 42.38X Cap: $322M
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• Health Care Select Sector SPDR (XLV $132.50)
  • $132.50 P/E (TTM): 65.74X Cap: $32.67B
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• Technology Select Sector SPDR ETF (XLK $260.12)
  • $260.12 P/E (TTM): 83.21X Cap: $83.67B
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• Consumer Discretionary Select Sector SPDR (XLY $218.91)
  • $218.91 P/E (TTM): 56.81X Cap: $22.01B
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• Utilities Select Sector SPDR ETF (XLU $86.39)
  • $86.39 P/E (TTM): 53.31X Cap: $21.16B
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• Industrial Select Sector SPDR (XLI $150.81)
  • $150.81 P/E (TTM): 63.45X Cap: $23.08B
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Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?

Upvote 8

Read Answer Asked by Ron on August 26, 2024

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• Palantir Technologies Inc. (PLTR $173.27)
  • $173.27 P/E (TTM): 670.74X Cap: $408.90B
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Q: Thanks, 5i for your efforts that have meaningfully helped me to a more secure retirement which I am enjoying now. I do have a question: please can you compare and contrast PLTR and KXS going forward?

Henry

Upvote 5

Read Answer Asked by Henry on August 26, 2024

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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Q: I have a question about WTS consolation software INC expiry date 03/31/2040 symbol number C135859 . I own 20 shares with the book value of nothing. This has appeared in one of my accounts and I would be grateful if you could explain what actions I should take. Thank you.

Upvote 2

Read Answer Asked by James on August 26, 2024

• Legend Power Systems Inc. (LPS $0.11)
  • $0.11 Cap: $15M
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Q: LPS reported today seemingly compelling progress. Would appreciate your comments also. Thanks

Upvote 2

Read Answer Asked by george on August 26, 2024

• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $253.80B
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Q: As Royal Bank approaches 160, do you see a stock split anytime soon
Thank you

Upvote 4

Read Answer Asked by Michael on August 26, 2024

• Microbix Biosystems Inc. (MBX $0.29)
  • $0.29 P/E (TTM): 29.5X Cap: $40M
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• Ackroo Inc. (AKR $0.15)
  • $0.15 P/E (TTM): 29.0X Cap: $16M
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• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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• East Side Games Group Inc. (EAGR $0.50)
  • $0.50 Cap: $35M
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Q: I have held these companies for some time now and am underwater on all 4.
Are any of them worth hanging on to or is it time to move on?

Thanks, Rick

Upvote 2

Read Answer Asked by Richard on August 26, 2024

• Lycos Energy Inc. (LCX $1.32)
  • $1.32 P/E (TTM): 31.5X Cap: $70M
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Q: Recent results seem good. What do you think. Thanks

Upvote 1

Read Answer Asked by george on August 26, 2024

• Pathward Financial Inc. (CASH $74.58)
  • $74.58 P/E (TTM): 10.85X Cap: $1.77B
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• TD Investment Savings Account (TDB8150 $10.00)
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Q: In an investment account that does three cash transactions per month would you park the cash in TDB8150 or the CASH etf? Thanks Ron

Upvote 2

Read Answer Asked by Ronald on August 26, 2024

• Tactical Resources Corp. (RARE $0.14)
  • $0.14 Cap: $4M
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Q: Hi 5i,

Came across this in the Daily Chase from BNN:

"Tactical Resources Corp. plans to list on the Nasdaq stock market through a merger with a shell company. After the transaction, the combined firm will have an enterprise value of US$589 million. Founded in 2018, Tactical Resources explores and develops rare earth elements — a group of 17 metals essential for defence technology, electric vehicles and semiconductors. The company will use proceeds from the deal to finance construction of a processing facility at the Peak Project, a rare earth minerals mine near El Paso, Texas."

Any thoughts on the company from an investment standpoint would be appreciated.

Thank you!!

Upvote 1

Read Answer Asked by Brian on August 26, 2024

• Despegar.com Corp. (DESP)
  • Cap: $1.62B
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Q: Gordon Reid has a top pick. Your comments pls.

Upvote 1

Read Answer Asked by WIB on August 26, 2024

• Alphabet Inc. (GOOG $195.32)
  • $195.32 P/E (TTM): 21.2X Cap: $2.36T
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• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 41.43X Cap: $3.92T
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Q: Have held Google for some time and pleased with the return but wondering if you think the breakup talk will hold it back in the short term. Is there more upside potential in Microsoft near term or would you hold both? Alternatively is there another name you would prefer outside of the Mag 7?

Upvote 6

Read Answer Asked by Chris on August 26, 2024

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
  • View CSU Profile
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• Alimentation Couche-Tard Inc. (ATD $71.03)
  • $71.03 P/E (TTM): 18.84X Cap: $67.34B
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• Thomson Reuters Corp (TRI $199.82)
  • $199.82 P/E (TTM): 42.38X Cap: $90.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.58)
  • $92.58 P/E (TTM): 234.96X Cap: $152.52B
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Q: I did appreciate your answer for an equivalent question for US Cies lately...It seems difficult though to find canadian Cies that have long term potential, and financial strength as large US cies..Could you name 5 canadian Cies considered as a " must have" for long term and an entry point ? Regards

Upvote 19

Read Answer Asked by Jean-Yves on August 26, 2024

• Rogers Sugar Inc. (RSI $5.66)
  • $5.66 P/E (TTM): 12.82X Cap: $724M
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• Nutrien Ltd. (NTR $81.42)
  • $81.42 P/E (TTM): 55.11X Cap: $39.69B
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Q: Hi 5i I am looking for stocks that pay a dividend 4-7% and pay their dividend in Feb/May/Aug and Nov. Please do not include anything in the financial, utility or communication sector.

Upvote 2

Read Answer Asked by David on August 26, 2024

• GDS Holdings Limited (GDS $35.55)
  • $35.55 P/E (TTM): 13.47X Cap: $7.50B
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Q: Can I get your thoughts on GDS Holdings Limited as a competitor to NVDIA and possible beneficiary of the move to growing more data centers in Asia and elsewhere. Would it be a company you would be okay with taking a small position at the current price?

Upvote 1

Read Answer Asked by Lesley on August 26, 2024

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 58.06X Cap: $4.34T
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• Eli Lilly and Company (LLY $765.95)
  • $765.95 P/E (TTM): 62.57X Cap: $725.91B
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• Thomson Reuters Corporation (TRI $275.03)
  • $275.03 P/E (TTM): 42.38X Cap: $123.89B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $227.24B
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Q: Hello 5i team!
You often seem bullish on tri. I know it's grown in the past year and I know you're not fans of analyst predictions, but the one year estimate is about $220.50. can you please explain why this would be a good investment today for the next couple years, and/or offer a couple other better growth ideas? Thanks!

Upvote 6

Read Answer Asked by Vince on August 26, 2024