Investment Q&A

• Meta Platforms Inc. (META $765.70)
  • $765.70 P/E (TTM): 27.3X Cap: $1.92T
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• Microsoft Corporation (MSFT $498.41)
  • $498.41 P/E (TTM): 36.52X Cap: $3.70T
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• Oracle Corporation (ORCL $241.51)
  • $241.51 P/E (TTM): 54.95X Cap: $678.36B
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• Arista Networks Inc. (ANET $141.91)
  • $141.91 P/E (TTM): 54.91X Cap: $178.36B
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Q: Thoughts on Anet ? Thank You

Upvote 1

Read Answer Asked by francis on February 19, 2025

• US Treasury 3 Month Bill ETF (TBIL $49.90)
  • $49.90 Cap: $5.97B
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Q: Hi, I am wondering about either of these as places to park some US cash for a while. Given the uncertainty in the US, would this be a wise choice? If so, which is preferable and if not, what other ETFs would you suggest? Thank you for all your good work!

Upvote 3

Read Answer Asked by Dawn on February 19, 2025

• BMO S&P 500 Index ETF (ZSP $98.90)
  • $98.90 P/E (TTM): 25.3X Cap: $19.72B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $55.85)
  • $55.85 P/E (TTM): 6.43X Cap: $4.30B
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• Vanguard S&P 500 Index ETF (VFV $160.39)
  • $160.39 P/E (TTM): 82.03X Cap: $25.03B
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• SPDR S&P 500 ETF Trust (SPY $650.33)
  • $650.33 P/E (TTM): 82.05X Cap: $658.41B
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• INVESCO QQQ Trust (QQQ $580.51)
  • $580.51 P/E (TTM): 32.64X Cap: $367.25B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $106.76)
  • $106.76 P/E (TTM): 31.84X Cap: $1.16B
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• iShares S&P Mid-Cap 400 Growth ETF (IJK $95.85)
  • $95.85 P/E (TTM): 23.57X Cap: $9.12B
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Q: Hello, 1.How does one protect them selves from large market crashes?
2. If one were to start a portfolio with only index funds, etfs which are the ones you would suggest. Maximum 5 etfs. Thanks.

Shyam

Upvote 11

Read Answer Asked by Shyam on February 19, 2025

• Tourmaline Oil Corp. (TOU $57.85)
  • $57.85 P/E (TTM): 14.47X Cap: $21.67B
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• Topaz Energy Corp. (TPZ $25.12)
  • $25.12 P/E (TTM): 61.0X Cap: $3.86B
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Q: I own TOU and TPZ and like them both for long term holds. TOU was recently added to the 5i income portfolio. Why go with TOU as apposed to TPZ, which is more of an income structured investment. Do you feel that TOU will offer a better total long term return both with respect to their dividend and capital appreciation?

Thanks.

Upvote 7

Read Answer Asked by Joel on February 19, 2025

• Kinaxis Inc. (KXS $189.65)
  • $189.65 P/E (TTM): 160.54X Cap: $5.36B
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Q: Long term owner of KXS. Happy to be a patient long term investor as long as the investment thesis is not deteriorating. Are you seeing any signs in their numbers that KXS business is deteriorating or getting disrupted? Revenue growth, margins, new customers, any other metrics that you feel are relevant to the question.

Thanks.

Upvote 7

Read Answer Asked by Joel on February 19, 2025

• DeFi Technologies Inc. (DEFI)
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Q: DEFI was trading around 10c little over a year ago. Is the 50x increase justified?
Interesting company, I am just wondering.
Peter

Upvote 4

Read Answer Asked by Peter on February 19, 2025

• Broadcom Inc. (AVGO $336.67)
  • $336.67 P/E (TTM): 129.46X Cap: $1.58T
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• QUALCOMM Incorporated (QCOM $158.66)
  • $158.66 P/E (TTM): 15.48X Cap: $171.19B
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• Marvell Technology Inc. (MRVL $66.84)
  • $66.84 Cap: $57.62B
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• Arm Holdings plc (ARM $140.80)
  • $140.80 P/E (TTM): 185.52X Cap: $146.35B
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• Advanced Micro Devices CDR (CAD Hedged) (AMD $28.96)
  • $28.96 P/E (TTM): 151.41X Cap: $338.98B
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Q: My research points to many experts believing that the semiconductor chips will be shifting from NVIDIAs current offerings to cheaper custom silicon, setting up many of the names like AVGO, MRVL, QCOM,AMD and ARM well. Out of these names, which ones would you own, based on price and growth potential.

Are any of these resonably priced at this time and can be bought immediately or shoud I wait for a pullback.

Lastly, seems like NVIDIA has sold part of its ARM ownership today. Is ARM still a name you like and at what price level does it become a resonable buy. Thanks!!

Upvote 6

Read Answer Asked by Navdeep on February 19, 2025

• Miscellaneous (MISC)
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Q: Good Morning 5i Team,

Retired income investor. Current funds generated keep my wife and I comfortable.
Will be inheriting a large sum in very near future. With ongoing Trump issues should I hold monies in reserve; dollar cost average or go all in.. Are we going to see a major downturn which would provide buying opportunities Your thoughts and insights on how to proceed would be most appreciated.

Upvote 11

Read Answer Asked by Dave on February 19, 2025

• GoDaddy Inc. Class A (GDDY $148.88)
  • $148.88 P/E (TTM): 28.47X Cap: $20.61B
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• Carvana Co. Class A (CVNA $375.00)
  • $375.00 P/E (TTM): 136.34X Cap: $79.38B
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Q: Would Godaddy and Carvana be considered good long term holds is a US$ registered plan?
Thanks

Upvote 2

Read Answer Asked by steve on February 19, 2025

• iShares U.S. Oil & Gas Exploration & Production ETF (IEO $90.66)
  • $90.66 P/E (TTM): 52.64X Cap: $472M
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Q: What is a good ETF for U.S. oil and gas?

Upvote 2

Read Answer Asked by James on February 19, 2025

• Miscellaneous (MISC)
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Q: Hello,

I've heard that stock traders are using AI-automated trading platforms for day trading. Is this practice becoming popular? Does AI truly help improve trading performance? Based on your knowledge, what are the success rates of these trades? Can these AI platforms effectively do the job? I would appreciate your insights. Thanks

Upvote 8

Read Answer Asked by Esther on February 19, 2025

• Dynamic Premium Yield Fund Series F (DYN2853 $11.87)
  • $11.87 P/E (TTM): 18.9X
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Q: What are your thoughts on a light position in this Mutual Fund?
It would appear this funds process may be ok for these uncertain market conditions ?
Thanks!

Upvote 2

Read Answer Asked by Tom on February 19, 2025

• Africa Energy Corp. (AFE $0.20)
  • $0.20 Cap: $83M
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Q: Please provide your opinion of this company for growth potential.

Upvote 2

Read Answer Asked by Everett on February 19, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.08)
  • $27.08 Cap: $3.04B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.38)
  • $28.38 Cap: $8.26B
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• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH $19.24)
  • $19.24 Cap: $1.61B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.83)
  • $16.83 Cap: $831M
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Q: Generally speaking what would your percent allocation of the above ETF's be in ones bond portfolio?

Upvote 3

Read Answer Asked by Joe on February 19, 2025

• Trisura Group Ltd. (TSU $39.63)
  • $39.63 P/E (TTM): 16.07X Cap: $1.88B
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• Definity Financial Corporation (DFY $73.97)
  • $73.97 P/E (TTM): 21.92X Cap: $8.56B
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Q: Thinking of starting a position in P&C insurers. Would DFY be a good choice for growth? How has DFY performed since demutualization? Intact is certainly growing great but is it expensive? I already own MFC & SLF would adding a P&C be too concentrated?
Thanks

Upvote 8

Read Answer Asked by Reg on February 19, 2025

• Zedcor Inc. (ZDC $4.15)
  • $4.15 P/E (TTM): 241.76X Cap: $436M
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Q: What is your opinion of this stock?

Upvote 9

Read Answer Asked by Brian on February 19, 2025

• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 Cap: $6.81B
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Q: I would like any info that you may have on this cash vehicle, including who administers this fund.

Upvote 5

Read Answer Asked by Valter on February 19, 2025

• Shift4 Payments Inc. Class A (FOUR $87.25)
  • $87.25 P/E (TTM): 48.24X Cap: $7.71B
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Q: If you didn’t own FOUR now would you be a buyer?

Upvote 6

Read Answer Asked by sean on February 19, 2025

• Ulta Beauty Inc. (ULTA $513.85)
  • $513.85 P/E (TTM): 20.33X Cap: $23.04B
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• Celsius Holdings Inc. (CELH $56.04)
  • $56.04 P/E (TTM): 168.61X Cap: $14.45B
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Q: Which did think has more growth potential for a 5 year period?

Upvote 1

Read Answer Asked by Timothy on February 19, 2025

• Olympia Financial Group Inc. (OLY $129.25)
  • $129.25 P/E (TTM): 17.68X Cap: $311M
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Q: You have spoken highly of OLY in the past. Is it a domestic story and would tarrifs have any impact on their business ? Would you have any concerns about increasing exposure before they report on 24 Feb ? Lastly, is the high dividend well covered ? Thank you.

Upvote 3

Read Answer Asked by Paul on February 19, 2025