Investment Q&A

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.17X Cap: $274.94B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palo Alto Networks Inc. (PANW $208.19)
  • $208.19 P/E (TTM): 128.15X Cap: $139.25B
  • View PANW Profile
  • View Questions on PANW
• DocuSign Inc. (DOCU $84.59)
  • $84.59 P/E (TTM): 63.92X Cap: $17.01B
  • View DOCU Profile
  • View Questions on DOCU
• CrowdStrike Holdings Inc. (CRWD $502.55)
  • $502.55 Cap: $126.11B
  • View CRWD Profile
  • View Questions on CRWD
• UiPath Inc. Class A (PATH $11.87)
  • $11.87 Cap: $6.30B
  • View PATH Profile
  • View Questions on PATH

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
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Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $15.45)
  • $15.45 Cap: $264M
  • View ENS Profile
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Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $57.28)
  • $57.28 P/E (TTM): 12.64X Cap: $69.49B
  • View SU Profile
  • View Questions on SU
• Brookfield Infrastructure Corporation (BIPC $40.78)
  • $40.78 Cap: $5.38B
  • View BIPC Profile
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Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $84.21)
  • $84.21 P/E (TTM): 33.33X Cap: $64.52B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $208.19)
  • $208.19 P/E (TTM): 128.15X Cap: $139.25B
  • View PANW Profile
  • View Questions on PANW
• Rapid7 Inc. (RPD $20.29)
  • $20.29 P/E (TTM): 48.05X Cap: $1.31B
  • View RPD Profile
  • View Questions on RPD
• CrowdStrike Holdings Inc. (CRWD $502.55)
  • $502.55 Cap: $126.11B
  • View CRWD Profile
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• Roblox Corporation Class A (RBLX $135.18)
  • $135.18 Cap: $93.71B
  • View RBLX Profile
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Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $344.94)
  • $344.94 P/E (TTM): 88.1X Cap: $1.62T
  • View AVGO Profile
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• Microsoft Corporation (MSFT $517.93)
  • $517.93 P/E (TTM): 37.28X Cap: $3.84T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.85X Cap: $4.29T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $157.39)
  • $157.39 P/E (TTM): 90.24X Cap: $255.41B
  • View AMD Profile
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• Vertiv Holdings LLC Class A (VRT $143.60)
  • $143.60 P/E (TTM): 67.92X Cap: $54.83B
  • View VRT Profile
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Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $2.11)
  • $2.11 P/E (TTM): 6.5X Cap: $200M
  • View HME Profile
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• International Petroleum Corporation (IPCO $23.52)
  • $23.52 P/E (TTM): 40.46X Cap: $2.66B
  • View IPCO Profile
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Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $99.02)
  • $99.02 P/E (TTM): 163.99X Cap: $148.12B
  • View BN Profile
  • View Questions on BN

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $4.47)
  • $4.47 P/E (TTM): 272.35X Cap: $470M
  • View ZDC Profile
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Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024

• Fortis Inc. (FTS $67.94)
  • $67.94 P/E (TTM): 19.82X Cap: $34.21B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $63.68)
  • $63.68 P/E (TTM): 21.44X Cap: $19.05B
  • View EMA Profile
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $47.84)
  • $47.84 P/E (TTM): 12.23X Cap: $5.37B
  • View ACO.X Profile
  • View Questions on ACO.X
• Capital Power Corporation (CPX $65.01)
  • $65.01 P/E (TTM): 20.09X Cap: $10.05B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Brookfield Infrastructure Partners L.P. (BIP.UN $42.65)
  • $42.65 P/E (TTM): 1032.41X Cap: $19.66B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Hydro One Limited (H $48.88)
  • $48.88 P/E (TTM): 23.14X Cap: $29.31B
  • View H Profile
  • View Questions on H

Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Upvote 8

Read Answer Asked by Delbert on April 12, 2024

• Amazon.com Inc. (AMZN $231.48)
  • $231.48 P/E (TTM): 35.25X Cap: $2.46T
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.17X Cap: $274.94B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Upvote 7

Read Answer Asked by Clayton on April 12, 2024

• Invesco CurrencyShares Swiss Franc Trust (FXF $111.32)
  • $111.32 Cap: $378M
  • View FXF Profile
  • View Questions on FXF
• Invesco CurrencyShares Japanese Yen Trust (FXY $62.19)
  • $62.19 P/E (TTM): 8.43X Cap: $565M
  • View FXY Profile
  • View Questions on FXY

Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks

Upvote 1

Read Answer Asked by Deborah on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.17X Cap: $274.94B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Associated Capital Group Inc. (AC)
  • P/E (TTM): 17.18X Cap: $652M
  • View AC Profile
  • View Questions on AC

Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Upvote 3

Read Answer Asked by jim on April 12, 2024

• Badger Meter Inc. (BMI $177.08)
  • $177.08 P/E (TTM): 39.28X Cap: $5.08B
  • View BMI Profile
  • View Questions on BMI

Q: Your analysis please on Badger Meter! Thanks!

Upvote 1

Read Answer Asked by Adam on April 12, 2024

• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 26.9X Cap: $3.08T
  • View GOOG Profile
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Q: Hello 5i Team,

What are your top 5 growth-oriented stocks for a TFSA currently?

Thank you

Upvote 48

Read Answer Asked by Liam on April 12, 2024

• RBC Target 2024 Canadian Government Bond ETF (RGQL $20.38)
  • View RGQL Profile
  • View Questions on RGQL

Q: Hi guys,
Great service...can you give me some thoughts on this RBC product...Target Date discount bond ETF's...seem to be a good option for safe money looking for cap. gains vs. interest....do you think timing would be right to add to these.? Any preference of government vs. Corporate? Thanks.

Upvote 1

Read Answer Asked by dan on April 12, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $22.81)
  • $22.81 P/E (TTM): 11.56X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.45)
  • $15.45 P/E (TTM): 9.31X Cap: $1.65B
  • View HMAX Profile
  • View Questions on HMAX

Q: Regarding both BMO { ZWB, ZWU,ZWT, etc. } and Hamilton { HMAX, UMAX, FMAX, etc. } covered call ETFs, do either use a return "of" capital as part of their distributed yield ? ..... If so how much and would it be a deterrent from buying them ? I have put the word "of" in quotation marks as I think it means I am getting my own money back ? ..... Thanks for your always sound advice .....

Upvote 6

Read Answer Asked by Garth on April 12, 2024

• Fortis Inc. (FTS $67.94)
  • $67.94 P/E (TTM): 19.82X Cap: $34.21B
  • View FTS Profile
  • View Questions on FTS
• Boralex Inc. Class A Shares (BLX $26.98)
  • $26.98 Cap: $2.77B
  • View BLX Profile
  • View Questions on BLX

Q: Why is the Asset Class of Boralex classified as Energy and Fortis is classified as Utilities. Why the difference? Thanks.

Upvote 2

Read Answer Asked by Gerry on April 12, 2024