Investment Q&A

• Amazon.com Inc. (AMZN $243.01)
  • $243.01 P/E (TTM): 33.1X Cap: $2.61T
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• Intuitive Surgical Inc. (ISRG $522.04)
  • $522.04 P/E (TTM): 69.46X Cap: $186.12B
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• Booking Holdings Inc. (BKNG $5,085.22)
  • $5,085.22 P/E (TTM): 33.55X Cap: $166.11B
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• Eli Lilly and Company (LLY $1,023.80)
  • $1,023.80 P/E (TTM): 53.2X Cap: $982.73B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,221.68)
  • $2,221.68 P/E (TTM): 7.7X Cap: $48.01B
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• lululemon athletica inc. (LULU $180.35)
  • $180.35 P/E (TTM): 13.55X Cap: $20.23B
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• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 68.35X Cap: $74.08B
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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 $15.98)
  • $15.98 P/E (TTM): 34.09X Cap: $402M
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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 $9.23)
  • $9.23 P/E (TTM): 5.16X Cap: $1.49B
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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 $63.63)
  • $63.63 P/E (TTM): 41.15X Cap: $90.27B
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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 $6.92)
  • $6.92 P/E (TTM): 9.9X Cap: $260M
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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 $31.72)
  • $31.72 P/E (TTM): 19.2X
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• AGF Global Select Fund Series F (AGF808 $60.87)
  • $60.87 P/E (TTM): 12.4X
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• Mackenzie Global Environmental Equity Fund F (MFC5786 $29.54)
  • $29.54 P/E (TTM): 10.0X
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• Manulife Yield Opportunities Fund Series F (MMF4624 $8.59)
  • $8.59 P/E (TTM): 21.8X
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• Manulife U.S. Monthly High Income Fund Ser F (MMF4638 $11.48)
  • $11.48 P/E (TTM): 30.7X
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• Manulife Monthly High Income Fund Series F (MMF683 $12.82)
  • $12.82 P/E (TTM): 22.7X
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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
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• Devon Energy Corporation (DVN $39.83)
  • $39.83 P/E (TTM): 8.94X Cap: $24.74B
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• EOG Resources Inc. (EOG $111.02)
  • $111.02 P/E (TTM): 10.57X Cap: $62.17B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X
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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 $21.97)
  • $21.97 Cap: $59M
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• Ninepoint Energy Fund (NNRG)
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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 $109.56)
  • $109.56 P/E (TTM): 16.53X Cap: $196.15B
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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 $17.22)
  • $17.22 P/E (TTM): 10.32X Cap: $1.93B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• InMode Ltd. (INMD $15.12)
  • $15.12 Cap: $1.06B
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Q: Hi,
You may have seen an article in The Globe about KSS. It linked Stephen Harper chaired Hedge fund with a connection to Carl Ichan's protege and such. It is trading around 26 USD. It apparently rejected an offer of 64$. 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 $141.69)
  • $141.69 Cap: $3.07B
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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 $39.25)
  • $39.25 Cap: $3.90B
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• Boyd Group Services Inc. (BYD $223.00)
  • $223.00 P/E (TTM): 218.6X Cap: $6.20B
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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 $141.69)
  • $141.69 Cap: $3.07B
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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 $85.41)
  • $85.41 P/E (TTM): 21.58X Cap: $47.60B
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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 $34.31)
  • $34.31 P/E (TTM): 5.11X Cap: $32.33B
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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 $34.31)
  • $34.31 P/E (TTM): 5.11X Cap: $32.33B
  • View BCE Profile
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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 $188.59)
  • $188.59 P/E (TTM): 101.74X Cap: $243.10B
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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 $2,221.68)
  • $2,221.68 P/E (TTM): 7.7X Cap: $48.01B
  • View FFH Profile
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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 $191.52)
  • $191.52 P/E (TTM): 45.87X Cap: $4.58T
  • View NVDA Profile
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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 $21.50)
  • $21.50 P/E (TTM): 49.64X Cap: $755M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.24)
  • $28.24 Cap: $9.46B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.97)
  • $52.97 P/E (TTM): 20.8X Cap: $23.77B
  • View XIC Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.76)
  • $41.76 P/E (TTM): 15.33X Cap: $1.09B
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• Harvest Healthcare Leaders Income ETF (HHL $7.65)
  • $7.65 P/E (TTM): 23.05X Cap: $1.62B
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• State Street SPDR S&P 500 ETF Trust (SPY $695.42)
  • $695.42 P/E (TTM): 26.17X Cap: $711.43B
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• Vanguard Balanced ETF Portfolio (VBAL $37.62)
  • $37.62 P/E (TTM): 10.51X Cap: $4.63B
  • View VBAL Profile
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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