Investment Q&A

• Ford Motor Company (F $11.47)
  • $11.47 Cap: $46.56B
  • View F Profile
  • View Questions on F
• Pfizer Inc. (PFE $26.81)
  • $26.81 P/E (TTM): 20.82X Cap: $158.30B
  • View PFE Profile
  • View Questions on PFE
• Air Canada Voting and Variable Voting Shares (AC $17.86)
  • $17.86 P/E (TTM): 8.89X Cap: $5.36B
  • View AC Profile
  • View Questions on AC
• Laurentian Bank of Canada (LB $40.13)
  • $40.13 P/E (TTM): 26.73X Cap: $1.79B
  • View LB Profile
  • View Questions on LB
• Magna International Inc. (MGA $54.00)
  • $54.00 P/E (TTM): 19.12X Cap: $15.37B
  • View MGA Profile
  • View Questions on MGA

Q: Hello,
I own these loser stocks .. Is it time to let them go or you see a rebound?
Thanks
Carlo

Upvote 5

Read Answer Asked by Carlo on April 19, 2024

Q: Question from yesterday the entry points was missed. Thanks
Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks
Undo Upvote IconUndo Upvote
2
Add to favourite Icon
Asked by Brian on April 19, 2024
5I RESEARCH ANSWER:
We would rank: VTI, VUS, SPY, SPGP, VIG. This ranking is based on the belief that markets will 'broaden out' over the next couple of years with less focus on mega-cap companies. VUN is the unhedged version of VUS.

Upvote 1

Read Answer Asked by Brian on April 19, 2024

• Super Micro Computer Inc. (SMCI $22.09)
  • $22.09 P/E (TTM): 17.07X Cap: $13.20B
  • View SMCI Profile
  • View Questions on SMCI

Q: Your comment to Jason that Loop 'raised' its target to $500?

Might want to check that out.


Sheldon

Upvote 2

Read Answer Asked by Sheldon on April 19, 2024

• Unity Software Inc. (U $21.77)
  • $21.77 Cap: $9.59B
  • View U Profile
  • View Questions on U

Q: I have held Unity and have a loss. What are its prospects? Should I hold or sell? Thank you

Upvote 1

Read Answer Asked by patricia on April 19, 2024

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.50)
  • $56.50 Cap: $7.49B
  • View BIPC Profile
  • View Questions on BIPC
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.82)
  • $56.82 Cap: $8.38B
  • View BEPC Profile
  • View Questions on BEPC
• Brookfield Corporation Class A Limited Voting Shares (BN $56.06)
  • $56.06 P/E (TTM): 77.51X Cap: $126.88B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.39)
  • $60.39 P/E (TTM): 30.33X Cap: $100.86B
  • View BAM Profile
  • View Questions on BAM

Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.

If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.

Thank you,

Upvote 7

Read Answer Asked by Roger on April 19, 2024

• Amazon.com Inc. (AMZN $210.93)
  • $210.93 P/E (TTM): 29.26X Cap: $2.28T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $1,012.65)
  • $1,012.65 P/E (TTM): 70.53X Cap: $451.88B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $299.79)
  • $299.79 P/E (TTM): 27.24X Cap: $3.62T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $369.10)
  • $369.10 P/E (TTM): 23.36X Cap: $2.76T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $175.09)
  • $175.09 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Zoetis Inc. Class A (ZTS $116.70)
  • $116.70 P/E (TTM): 19.59X Cap: $49.92B
  • View ZTS Profile
  • View Questions on ZTS
• INVESCO QQQ Trust (QQQ $582.07)
  • $582.07 P/E (TTM): 33.2X Cap: $379.75B
  • View QQQ Profile
  • View Questions on QQQ
• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA

Q: I am holding $60,000 cash -($500,000 total portfolio)What would be best choice to collect interest that can be accessed on short notice also is there any negative aspects from these types of interest bearing accounts.

Presently I own BYD, CSU, FFH COST, LMN TOP MSFT NVDA, BN , BAM, ARC, AMZN, QQQ, SHOP, GOOGL, GSY, NRGI, ZTS, CVE, Can you give me your picks in order from above holdings c/w target price for adding to them.

Appreciate our help with my portfolio

Upvote 11

Read Answer Asked by Terence on April 19, 2024

• Propel Holdings Inc. (PRL $18.18)
  • $18.18 P/E (TTM): 9.54X Cap: $717M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi, We want to start a position in Propel. Bust stock seems to be volatile and we are not sure what would be a decent entry point. Could you remind us at what price 5i initiated the 1.5% position. Thank You

Upvote 10

Read Answer Asked by rajeev on April 19, 2024

• TerraVest Industries Inc. (TVK $126.96)
  • $126.96 Cap: $2.79B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Hi, after reading numerous comments, over time and strong 5i views on the company, we are interested in starting a position. Stock seems to have a very strong run recently and appears to be settling gradually. What would be a decent entry level ? Thank You

Upvote 8

Read Answer Asked by rajeev on April 19, 2024

• Super Micro Computer Inc. (SMCI $22.09)
  • $22.09 P/E (TTM): 17.07X Cap: $13.20B
  • View SMCI Profile
  • View Questions on SMCI

Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.

Upvote 8

Read Answer Asked by Jason on April 19, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X
  • View KRR Profile
  • View Questions on KRR

Q: Hello Team, I have owned KRR for about 5-6 years, it's my one and only Gold stock and I keep it around 4% of my portfolio. Would you recommend continuing to hold and keeping the new merged company or selling and purchasing something else. I'm okay and prefer riskier companies that have good upside. Thanks.

Upvote 2

Read Answer Asked by Kevin on April 19, 2024

Q: Just a general question on an observation I have made over time.

Why is it that somewhat often a stock will go up a bunch and then the next day they announce an offering, take GLXY for example?

Upvote 3

Read Answer Asked by David on April 19, 2024

• Pfizer Inc. (PFE $26.81)
  • $26.81 P/E (TTM): 20.82X Cap: $158.30B
  • View PFE Profile
  • View Questions on PFE
• TELUS Corporation (T $17.62)
  • $17.62 P/E (TTM): 24.89X Cap: $27.94B
  • View T Profile
  • View Questions on T
• Alaris Equity Partners Income Trust (AD.UN $21.40)
  • $21.40 P/E (TTM): 11.37X Cap: $979M
  • View AD.UN Profile
  • View Questions on AD.UN
• Polaris Renewable Energy Inc. (PIF $12.61)
  • $12.61 Cap: $264M
  • View PIF Profile
  • View Questions on PIF
• Boralex Inc. Class A Shares (BLX $36.73)
  • $36.73 Cap: $3.77B
  • View BLX Profile
  • View Questions on BLX
• NIO Inc. American depositary shares each representing one Class A (NIO $6.03)
  • $6.03 Cap: $14.01B
  • View NIO Profile
  • View Questions on NIO

Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris

Upvote 2

Read Answer Asked by chris on April 19, 2024

• Dycom Industries Inc. (DY $355.66)
  • $355.66 P/E (TTM): 36.3X Cap: $10.41B
  • View DY Profile
  • View Questions on DY

Q: COULD YOU KINDLY COMMENT ON THE PROSPRCTS OF THIS DY GOING FORWARD THANKS

Upvote 1

Read Answer Asked by terrance on April 19, 2024

• Adobe Inc. (ADBE $240.28)
  • $240.28 P/E (TTM): 14.16X Cap: $98.76B
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN $210.93)
  • $210.93 P/E (TTM): 29.26X Cap: $2.28T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $566.48)
  • $566.48 P/E (TTM): 24.46X Cap: $1.44T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOGL $301.69)
  • $301.69 P/E (TTM): 27.36X Cap: $3.62T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $369.10)
  • $369.10 P/E (TTM): 23.36X Cap: $2.76T
  • View MSFT Profile
  • View Questions on MSFT
• Booking Holdings Inc. (BKNG $173.96)
  • $173.96 P/E (TTM): 25.25X Cap: $139.51B
  • View BKNG Profile
  • View Questions on BKNG
• Visa Inc. (V $302.10)
  • $302.10 P/E (TTM): 28.24X Cap: $581.18B
  • View V Profile
  • View Questions on V

Q: hi, can I get your picks ( 5 or so?) of US large cap (and/or larger mid-cap) growth stocks that you like for longer term buys with equal or better prospects than GOOGL and META. cheers, Chris

Upvote 14

Read Answer Asked by chris on April 19, 2024

• Questor Technology Inc. (QST $0.37)
  • $0.37 Cap: $10M
  • View QST Profile
  • View Questions on QST
  • View Reports on QST

Q: Thoughts on earnings ..... is there any value here

Upvote 1

Read Answer Asked on April 19, 2024

• Intuitive Surgical Inc. (ISRG $450.12)
  • $450.12 P/E (TTM): 57.44X Cap: $160.72B
  • View ISRG Profile
  • View Questions on ISRG
• Abbott Laboratories (ABT $102.47)
  • $102.47 P/E (TTM): 27.65X Cap: $178.17B
  • View ABT Profile
  • View Questions on ABT
• Danaher Corporation (DHR $189.25)
  • $189.25 P/E (TTM): 37.92X Cap: $135.96B
  • View DHR Profile
  • View Questions on DHR
• Eli Lilly and Company (LLY $922.00)
  • $922.00 P/E (TTM): 40.77X Cap: $875.90B
  • View LLY Profile
  • View Questions on LLY
• UnitedHealth Group Incorporated (DE) (UNH $307.56)
  • $307.56 P/E (TTM): 20.96X Cap: $255.38B
  • View UNH Profile
  • View Questions on UNH
• Novo Nordisk A/S (NVO $36.53)
  • $36.53 P/E (TTM): 10.4X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• iShares Global Healthcare ETF (IXJ $92.82)
  • $92.82 P/E (TTM): 26.33X Cap: $3.62B
  • View IXJ Profile
  • View Questions on IXJ
• Align Technology Inc. (ALGN $166.35)
  • $166.35 P/E (TTM): 30.14X Cap: $12.30B
  • View ALGN Profile
  • View Questions on ALGN
• State Street Health Care Select Sector SPDR ETF (XLV $145.56)
  • $145.56 P/E (TTM): 23.97X Cap: $38.55B
  • View XLV Profile
  • View Questions on XLV
• iShares U.S. Healthcare ETF (IYH $61.09)
  • $61.09 P/E (TTM): 23.25X Cap: $2.88B
  • View IYH Profile
  • View Questions on IYH

Q: Please recommend a few health care investments.

Upvote 6

Read Answer Asked by Susan on April 19, 2024

• Hudbay Minerals Inc. (HBM $29.70)
  • $29.70 P/E (TTM): 15.8X Cap: $12B
  • View HBM Profile
  • View Questions on HBM
• Capstone Copper Corp. (CS $10.90)
  • $10.90 P/E (TTM): 19.71X Cap: $8.47B
  • View CS Profile
  • View Questions on CS
• Ero Copper Corp. (ERO $39.08)
  • $39.08 P/E (TTM): 11.31X Cap: $4.11B
  • View ERO Profile
  • View Questions on ERO

Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?

Upvote 3

Read Answer Asked by Alfred on April 19, 2024

• RioCan Real Estate Investment Trust (REI.UN $19.73)
  • $19.73 P/E (TTM): 86.65X Cap: $5.77B
  • View REI.UN Profile
  • View Questions on REI.UN

Q: Hi All at 5i!
I have held on to Riocan for a long time. I am underwater with the stock but with the dividends I have received, the stock has paid for itself. Is it time to move on or do you foresee good prospects for a recovery?
Cheers,
Tamara

Upvote 4

Read Answer Asked by Tamara on April 19, 2024

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $65.03)
  • $65.03 P/E (TTM): 16.5X Cap: $391M
  • View XST Profile
  • View Questions on XST
• iShares Global Consumer Staples ETF (KXI $66.88)
  • $66.88 P/E (TTM): 27.43X Cap: $985M
  • View KXI Profile
  • View Questions on KXI

Q: I own a variety of dividend ETFs , only utilities ETF and reit ETF are at a loss actually (5-9%), reits ETF being the lowest.
Is it a good time to "add on" in those 2 sectors and if not, what sectors for a revenue objective would be the safest considering the volatile markets and numerous world uncertainties ??

Upvote 2

Read Answer Asked by Jean-Yves on April 19, 2024

• iShares MSCI Japan ETF (EWJ $84.18)
  • $84.18 P/E (TTM): 39.27X Cap: $18.89B
  • View EWJ Profile
  • View Questions on EWJ

Q: Hi, There has been a lot of talk about Japanese stock market witnessing a strong recovery after almost a lifetime. In your view, what are the factors causing this rebound ?

Many portfolio managers on CNBC and BNN have recommended to have an exposure to Japanese markets. Mr Buffet, for one, as always, started early, taking sizable positions in some well known Trading and Industrial companies. Over past 2-3 years, they have also issued many tranches of Japanese Yen denominated Bonds, with interest rates higher than usually offered by Japanese issuers, once such large issue just announced.

What is your view and if you concur, is EWJ a decent investment vehicle to invest at current levels ?

Thank You

Upvote 1

Read Answer Asked by rajeev on April 19, 2024