Investment Q&A

• Alphabet Inc. (GOOG $303.93)
  • $303.93 P/E (TTM): 27.54X Cap: $3.69T
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• Microsoft Corporation (MSFT $372.29)
  • $372.29 P/E (TTM): 23.32X Cap: $2.76T
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• Palantir Technologies Inc. (PLTR $150.07)
  • $150.07 P/E (TTM): 234.81X Cap: $358.76B
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Q: Saw an Ad today to WSJ suggesting PLTR has the most Revenue in AI, even higher than MSFT, GOOG, etc. etc.
True or False?
Thanks!

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Read Answer Asked by Austin on May 04, 2023

Q: How long since the inversion of the yield curve happened. Isn't there a direct correlation at predicting a recession? What is the theory exctly and how close are we hence if this prove to be right? Does it always happen?

Thank you

Yves

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Read Answer Asked by Yves on May 04, 2023

• Dexterra Group Inc. (DXT $11.62)
  • $11.62 P/E (TTM): 18.65X Cap: $725M
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Q: How safe is the dividende?

Tks

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Read Answer Asked by Daniel on May 04, 2023

• Evolve Automobile Innovation Index Fund (CARS $26.29)
  • $26.29 P/E (TTM): 25.08X Cap: $15M
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Q: I have a significant loss on CARS and I would like your opinion if I should take my loss and buy something else with better outlook

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Read Answer Asked by Susan and Philip on May 04, 2023

• Global X Cash Maximizer Corporate Class ETF (HSAV $118.32)
  • $118.32 Cap: $1.93B
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 P/E (TTM): 13.15X Cap: $6.85B
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Q: Hi
I would like a place to park Cash which fund do you prefer hsav or cash and how do these differ. Thank you

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Read Answer Asked by clara on May 04, 2023

• WSP Global Inc. (WSP $215.83)
  • $215.83 P/E (TTM): 29.61X Cap: $29.09B
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• Toromont Industries Ltd. (TIH $200.73)
  • $200.73 P/E (TTM): 32.17X Cap: $16.34B
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• Badger Infrastructure Solutions Ltd. (BDGI $60.35)
  • $60.35 P/E (TTM): 25.79X Cap: $2.03B
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Q: Hi , what is your take on Badger? Buy, sell or hold? Thanks.
Alnoor

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Read Answer Asked by Alnoor on May 04, 2023

• Advanced Micro Devices Inc. (AMD $221.53)
  • $221.53 P/E (TTM): 83.09X Cap: $361.16B
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Q: Thoughts on AMD after its earnings? Would it be a good time to step in now?

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Read Answer Asked by sean on May 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Would you buy NVEI here or is it too expensive?

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Read Answer Asked by Pamela on May 04, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $164.56)
  • $164.56 P/E (TTM): 32.54X Cap: $2.54B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.32)
  • $59.32 P/E (TTM): 32.77X Cap: $4.35B
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Q: Is it too late to get into a NASDAQ ETF or do you think it will continue to go up?

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Read Answer Asked by Pamela on May 04, 2023

• Constellation Software Inc. (CSU $2,378.34)
  • $2,378.34 P/E (TTM): 74.17X Cap: $50.40B
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• Topicus.com Inc. (TOI $93.05)
  • $93.05 P/E (TTM): 303.17X Cap: $12.19B
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• Lumine Group Inc. (LMN $22.81)
  • $22.81 P/E (TTM): 89.73X Cap: $5.85B
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Q: Hello, I note that you have recently had quite a number of questions about CSU. I am interested in knowing what 5i's thoughts are regarding the recent very strong stock performance. "Why has the stock price increased so dramatically" is my question. I realize it had a good recent quarter, however the price often settles down after a bit with most companies. Not CSU this time though.

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Read Answer Asked by Bob on May 04, 2023

• Nanalysis Scientific Corp. (NSCI $0.15)
  • $0.15 Cap: $16M
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Q: Interested in any thoughts on this company given it"s 160 Million dollar Cdn gov contract that appears to provide a nice base to it"s long term prospects.

thanks

Robert

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Read Answer Asked by Robert on May 04, 2023

• Toronto-Dominion Bank (The) (TD $134.86)
  • $134.86 P/E (TTM): 10.68X Cap: $225.05B
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• First Horizon Corporation (FHN $23.18)
  • $23.18 P/E (TTM): 12.38X Cap: $11.07B
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Q: How much of TD's $1.2T of deposits is in their US banking operations? And does this amount include their ownership in Schwab and other banks they have a stake in?
Is this something to be concerned about, given the potential for a further run on the banks. Thank you.

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Read Answer Asked by Shawn on May 04, 2023

• AT&T Inc. (T $28.04)
  • $28.04 P/E (TTM): 9.32X Cap: $195.81B
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• BCE Inc. (BCE $23.83)
  • $23.83 P/E (TTM): 4.97X Cap: $22.23B
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Q: BCE dividend payout ratio is 120% and Telus is not far behind. How is this sustainable? Isn't this a warning sign?

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Read Answer Asked by Paul on May 04, 2023

• Akamai Technologies Inc. (AKAM $113.89)
  • $113.89 P/E (TTM): 37.33X Cap: $16.76B
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• Cloudflare Inc. Class A (NET $216.29)
  • $216.29 Cap: $76.12B
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Q: It's been a while since any questions on this company - what are your current thoughts on it's operations compared to competitors and any thoughts re: catalysts to drive earnings higher?

Thanks for all you do, John

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Read Answer Asked by John on May 04, 2023

Q: Dear 5i team.

Please compare and contrast these two ETFs? Which do you prefer, and why?

Many thanks for your help

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Read Answer Asked by Arthur on May 04, 2023

• Zions Bancorporation N.A. (ZION $59.09)
  • $59.09 P/E (TTM): 9.7X Cap: $8.56B
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• Western Alliance Bancorporation (DE) (WAL $71.96)
  • $71.96 P/E (TTM): 8.36X Cap: $7.90B
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Q: In the wake of turbulence there is often opportunity - is that the case for "brave" and NOT risk averse investors in the regional banks of the US? If so, what key metrics would you use and do you see some larger and safer opportunities within the regional bank space - maybe this could be an article you could write for clients?

Regards
John

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Read Answer Asked by John on May 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.98)
  • $162.98 P/E (TTM): 130.73X Cap: $212.54B
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Q: How come Shopify reported early? There were 173,000 shares traded at the last minute last night, who traded that?

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Read Answer Asked by Jean on May 04, 2023

• Huntington Bancshares Incorporated (HBAN $15.88)
  • $15.88 P/E (TTM): 11.47X Cap: $32.34B
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• Zions Bancorporation N.A. (ZION $59.09)
  • $59.09 P/E (TTM): 9.7X Cap: $8.56B
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• KeyCorp (KEY $20.62)
  • $20.62 P/E (TTM): 13.5X Cap: $22.11B
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• State Street SPDR S&P Regional Banking ETF (KRE $66.75)
  • $66.75 P/E (TTM): 13.17X Cap: $3.94B
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• First Horizon Corporation (FHN $23.18)
  • $23.18 P/E (TTM): 12.38X Cap: $11.07B
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• Western Alliance Bancorporation (DE) (WAL $71.96)
  • $71.96 P/E (TTM): 8.36X Cap: $7.90B
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Q: Hi Peter and company,

With Pacwest being the latest troubled regional bank, are there any high quality regionals being sold down in sympathy? Feel free to suggest any others not included above.

Thanks for the great service,
Angelo

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Read Answer Asked by Angelo on May 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.98)
  • $162.98 P/E (TTM): 130.73X Cap: $212.54B
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• Shopify Inc. (SHOP $117.06)
  • $117.06 P/E (TTM): 130.73X Cap: $152.78B
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Q: Hi - please share your view on the earnings and new direction. Thank you

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Read Answer Asked by TOM on May 04, 2023

• Global X Marijuana Life Sciences Index ETF (HMMJ $7.13)
  • $7.13 P/E (TTM): 11.2X Cap: $42M
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Q: Forgive my ignorance but has this etf been paying a regular dividend? It used to by loaning shares to shortsellers? Does it still do something similar and what is the dividend payment frequency ? Annually ? Quarterly ? Thanks 👍

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Read Answer Asked by MG on May 04, 2023