Investment Q&A

• Preformed Line Products Company (PLPC $188.55)
  • $188.55 P/E (TTM): 24.4X Cap: $933M
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• Vertiv Holdings LLC Class A (VRT $125.58)
  • $125.58 P/E (TTM): 70.83X Cap: $47.95B
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• MDA Space Ltd. (MDA $32.99)
  • $32.99 P/E (TTM): 36.66X Cap: $4.11B
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• Doman Building Materials Group Ltd. (DBM $9.67)
  • $9.67 P/E (TTM): 11.52X Cap: $847M
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• Target Hospitality Corp. (TH $8.71)
  • $8.71 P/E (TTM): 87.5X Cap: $869M
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Q: Hi !

I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.

What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?

Any other suggestion ?

Gratefully yours,

JD IDS

Upvote 2

Read Answer Asked by Jacques on November 21, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.31B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Is LSPD recent results (Nov 2nd) represent a significant improvement or you would still stay on the side line before adding or starting new position? How would you compare NUVEI and LSPD today?
Thanks for your insight, Peter

Upvote 15

Read Answer Asked by Peter on November 21, 2023

• Vertiv Holdings LLC Class A (VRT $125.58)
  • $125.58 P/E (TTM): 70.83X Cap: $47.95B
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Q: Dear 5i
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C

Upvote 1

Read Answer Asked by Bill on November 21, 2023

• Amazon.com Inc. (AMZN $238.24)
  • $238.24 P/E (TTM): 35.95X Cap: $2.54T
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• Wells Fargo & Company (WFC $80.76)
  • $80.76 P/E (TTM): 14.23X Cap: $258.70B
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Q: during a market correction of significance , which stocks correct the most , value stocks or growth stocks. And could we get examples of each ? thanks and have a super weekend.

Upvote 1

Read Answer Asked by jim on November 21, 2023

• Lumine Group Inc. (LMN $48.65)
  • $48.65 P/E (TTM): 191.81X Cap: $12.48B
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Q: can you describe the step by step process used by LMN to acquire a VSM company ? do they give existing management shares of LMN or pay them a combo of cash and stock? does LMN assume debt when adding to the VSM portfolio?. does existing management continue to have a stake in the newly acquired VSM company ? if so what percent? are there non compete clauses? does existing management have a relatively free rein in future corporate decisions? thanks Richard

Upvote 21

Read Answer Asked by richard on November 21, 2023

• Constellation Software Inc. (CSU $4,582.11)
  • $4,582.11 P/E (TTM): 113.58X Cap: $97.10B
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• Berkshire Hathaway Inc. (BRK.A $738,780.90)
  • $738,780.90 P/E (TTM): 16.92X Cap: $1.06T
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Q: Everyone, CSU shares, to my knowledge, have never split and as of today the share price is $3185 ish. What would it take for CSU to split their shares? I understand it’s does nothing financially but give you more shares. Clayton

Upvote 10

Read Answer Asked by Clayton on November 21, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.16)
  • $15.16 P/E (TTM): 9.37X Cap: $1.51B
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Q: Retired, dividend investor looking for income with this trade. HMAX is currently 1.8 of my equity position, down 15%. Would this be a good time to average down and take advantage of their 14+ dividend. How safe is the dividend? Do you have any other options

Upvote 9

Read Answer Asked by Lu on November 20, 2023

• Fortinet Inc. (FTNT $79.84)
  • $79.84 P/E (TTM): 33.07X Cap: $61.17B
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• Palo Alto Networks Inc. (PANW $197.55)
  • $197.55 P/E (TTM): 112.79X Cap: $132.14B
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• CrowdStrike Holdings Inc. (CRWD $423.51)
  • $423.51 Cap: $106.28B
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Q: Can you explain FTNT and PANW drop on earnings and mostly how if you think it can impact or not CRWD?

I think they droped because of lowered previsions and i see some insiders selling but no buying.

Upvote 9

Read Answer Asked by Francois on November 20, 2023

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $30.50)
  • $30.50 P/E (TTM): 33.25X Cap: $141M
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Q: Can you tell me a little about this etf please? How are the dividends handled? I'd there a withholding tax?

Thanks

Upvote 2

Read Answer Asked by Mark on November 20, 2023

• FedEx Corporation (FDX $225.75)
  • $225.75 P/E (TTM): 13.38X Cap: $53.25B
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Q: What is your assessment of FDX under current market conditions and prospects assuming interest rates have peaked? Thank you.

Upvote 3

Read Answer Asked by Bob on November 20, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 18.37X Cap: $1.45B
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Q: Would consider this a buy at its current price?

Upvote 19

Read Answer Asked by Brian on November 20, 2023

• Northland Power Inc. (NPI $22.55)
  • $22.55 Cap: $5.89B
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• Superior Plus Corp. (SPB $7.48)
  • $7.48 P/E (TTM): 30.51X Cap: $1.68B
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Q: Currently down 36% with northland and 23% with superior .In Tfsa.Any thoughts on recovery . Hold or sell? Thanks Larry

Upvote 7

Read Answer Asked by Larry on November 20, 2023

• BMO Low Volatility US Equity ETF (ZLU $57.26)
  • $57.26 P/E (TTM): 21.97X Cap: $2.19B
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• BMO S&P 500 Index ETF (ZSP $98.90)
  • $98.90 P/E (TTM): 25.3X Cap: $19.72B
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Q: I have been unable to find a comparison between these 2 BMO US ETFs. Would you suggest one over the other for a senior well into retirement? Fixed income taken care of.

Upvote 3

Read Answer Asked by M.S. on November 20, 2023

• QUALCOMM Incorporated (QCOM $158.66)
  • $158.66 P/E (TTM): 15.48X Cap: $171.19B
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• Tractor Supply Company (TSCO $59.08)
  • $59.08 P/E (TTM): 29.85X Cap: $31.30B
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• Intact Financial Corporation (IFC $277.88)
  • $277.88 P/E (TTM): 22.44X Cap: $49.55B
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• TMX Group Limited (X $54.18)
  • $54.18 P/E (TTM): 35.33X Cap: $15.06B
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• Hydro One Limited (H $49.59)
  • $49.59 P/E (TTM): 23.72X Cap: $29.74B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.36)
  • $12.36 P/E (TTM): 25.6X Cap: $3.61B
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• Algonquin Power & Utilities Corp. (AQN $5.61)
  • $5.61 Cap: $4.32B
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• Williams-Sonoma Inc. (DE) (WSM $202.64)
  • $202.64 P/E (TTM): 22.81X Cap: $24.65B
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Q: I have a strong cash position in my RRIF and wish to reinvest in good growth/Dividend stocks for the long term. Could you suggest 3 CDN and 3 USD companies for todays market and holding long term.
Thanks
Peter

Upvote 19

Read Answer Asked by Linda on November 20, 2023

• WSP Global Inc. (WSP $280.03)
  • $280.03 P/E (TTM): 45.48X Cap: $36.55B
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• Toromont Industries Ltd. (TIH $146.08)
  • $146.08 P/E (TTM): 24.43X Cap: $11.87B
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• ATS Corporation (ATS $37.18)
  • $37.18 Cap: $3.63B
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• Thomson Reuters Corporation (TRI $243.34)
  • $243.34 P/E (TTM): 48.19X Cap: $109.66B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 18.37X Cap: $1.45B
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• Waste Connections Inc. (WCN $246.16)
  • $246.16 P/E (TTM): 72.1X Cap: $63.37B
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Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.

Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?

Thank you,
V

Upvote 19

Read Answer Asked by V on November 20, 2023

• Salesforce Inc. (CRM $252.06)
  • $252.06 P/E (TTM): 39.48X Cap: $239.96B
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• Workday Inc. (WDAY $230.73)
  • $230.73 P/E (TTM): 128.38X Cap: $61.60B
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• ServiceNow Inc. (NOW $933.67)
  • $933.67 P/E (TTM): 118.15X Cap: $194.20B
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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: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda

Upvote 4

Read Answer Asked by Linda on November 20, 2023

• Amazon.com Inc. (AMZN $238.24)
  • $238.24 P/E (TTM): 35.95X Cap: $2.54T
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• Alphabet Inc. (GOOG $239.94)
  • $239.94 P/E (TTM): 24.96X Cap: $2.89T
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• Booking Holdings Inc. (BKNG $5,571.83)
  • $5,571.83 P/E (TTM): 38.83X Cap: $180.58B
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• Constellation Software Inc. (CSU $4,582.11)
  • $4,582.11 P/E (TTM): 113.58X Cap: $97.10B
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• Descartes Systems Group Inc. (The) (DSG $148.22)
  • $148.22 P/E (TTM): 63.71X Cap: $12.73B
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• Toromont Industries Ltd. (TIH $146.08)
  • $146.08 P/E (TTM): 24.43X Cap: $11.87B
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• Thomson Reuters Corporation (TRI $243.34)
  • $243.34 P/E (TTM): 48.19X Cap: $109.66B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.83)
  • $198.83 P/E (TTM): 82.35X Cap: $258.35B
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• KKR & Co. Inc. (KKR $137.39)
  • $137.39 P/E (TTM): 66.04X Cap: $122.40B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 18.37X Cap: $1.45B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $513.85)
  • $513.85 P/E (TTM): 20.33X Cap: $23.04B
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• Five Below Inc. (FIVE $142.96)
  • $142.96 P/E (TTM): 31.72X Cap: $7.88B
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• Copart Inc. (CPRT $48.07)
  • $48.07 P/E (TTM): 32.07X Cap: $46.48B
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• Old Dominion Freight Line Inc. (ODFL $148.22)
  • $148.22 P/E (TTM): 28.35X Cap: $31.12B
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• Saia Inc. (SAIA $306.24)
  • $306.24 P/E (TTM): 28.81X Cap: $8.31B
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• Heico Corporation (HEI $316.41)
  • $316.41 P/E (TTM): 73.98X Cap: $44.04B
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• Topicus.com Inc. (TOI $180.66)
  • $180.66 P/E (TTM): 85.63X Cap: $14.87B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.76)
  • $91.76 P/E (TTM): 155.34X Cap: $137.26B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.82)
  • $77.82 P/E (TTM): 38.81X Cap: $125.53B
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• Lumine Group Inc. (LMN $48.65)
  • $48.65 P/E (TTM): 191.81X Cap: $12.48B
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Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Upvote 47

Read Answer Asked by Keith on November 20, 2023

• ZipRecruiter Inc. Class A (ZIP $4.80)
  • $4.80 Cap: $418M
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Q: Purchased this sometime ago for my tsfa and down substantially. Seems to be going nowhere, and considering selling and entering an etf with the big 5 teck.
Could I please have 5i thoughts on this.
Thanks in advance
Rick

Upvote 2

Read Answer Asked by Rick on November 20, 2023

• Cisco Systems Inc. (CSCO $67.34)
  • $67.34 P/E (TTM): 27.3X Cap: $266.20B
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Q: CSCO's earnings misstep resulted in a 11% stock price haircut. I am a long-time holder and am contemplating adding to my position. What's your take on the recent statement and whether this is an opportunistic wise move or not.

Upvote 1

Read Answer Asked by Randy on November 20, 2023

Q: I'm 79 thinking of selling all individual stock's, ETF's etc. and moving to Index funds ETF's.

Maybe keep the telecom, bank stocks that I have.

1] What is your opinion on this?

2] Could you list the best ones to invest in?

Thank you.

Upvote 12

Read Answer Asked by Ross on November 20, 2023