Investment Q&A

• Intuitive Surgical Inc. (ISRG $440.94)
  • $440.94 P/E (TTM): 62.63X Cap: $158.06B
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 52.86X Cap: $4.49T
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• Booking Holdings Inc. (BKNG $5,242.00)
  • $5,242.00 P/E (TTM): 37.78X Cap: $169.89B
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• AbbVie Inc. (ABBV $232.83)
  • $232.83 P/E (TTM): 110.14X Cap: $411.30B
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• Eli Lilly and Company (LLY $843.63)
  • $843.63 P/E (TTM): 55.23X Cap: $798.45B
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• lululemon athletica inc. (LULU $173.17)
  • $173.17 P/E (TTM): 11.89X Cap: $19.64B
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• Hilton Worldwide Holdings Inc. (HLT $258.64)
  • $258.64 P/E (TTM): 40.03X Cap: $60.78B
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• Crocs Inc. (CROX $78.82)
  • $78.82 P/E (TTM): 21.62X Cap: $4.30B
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Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.

Upvote 15

Read Answer Asked by Alex on March 12, 2024

• Doman Building Materials Group Ltd. (DBM $8.69)
  • $8.69 P/E (TTM): 10.65X Cap: $761M
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Q: please comment dbm earnings out after close today.
thank you.

Upvote 1

Read Answer Asked by howard on March 12, 2024

• ARC Resources Ltd. (ARX $26.78)
  • $26.78 P/E (TTM): 6.2X Cap: $15.66B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $2.37)
  • $2.37 Cap: $620M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $11.88)
  • $11.88 Cap: $1.82B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Amazon.com Inc. (AMZN $221.78)
  • $221.78 P/E (TTM): 33.67X Cap: $2.36T
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• Visa Inc. (V $352.42)
  • $352.42 P/E (TTM): 34.11X Cap: $683.67B
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Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Amazon.com Inc. (AMZN $221.78)
  • $221.78 P/E (TTM): 33.67X Cap: $2.36T
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• Airbnb Inc. (ABNB $119.85)
  • $119.85 P/E (TTM): 29.28X Cap: $74.47B
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Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?

Upvote 4

Read Answer Asked by Andrew on March 12, 2024

• Amazon.com Inc. (AMZN $221.78)
  • $221.78 P/E (TTM): 33.67X Cap: $2.36T
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• WSP Global Inc. (WSP $277.90)
  • $277.90 P/E (TTM): 44.58X Cap: $36.27B
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• Lumine Group Inc. (LMN $40.44)
  • $40.44 P/E (TTM): 157.12X Cap: $10.37B
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Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024

• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.26B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.71B
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Q: Do you have a couple of recommendations for safe ETFs that would be alternatives to money market mutual funds for Canadian funds? Thanks

Upvote 1

Read Answer Asked by Michael on March 12, 2024

• Snowflake Inc. (SNOW $234.81)
  • $234.81 Cap: $79.55B
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Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on March 12, 2024

• Baytex Energy Corp. (BTE $3.54)
  • $3.54 P/E (TTM): 7.34X Cap: $2.72B
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• Tamarack Valley Energy Ltd. (TVE $6.20)
  • $6.20 P/E (TTM): 13.17X Cap: $3.14B
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• Headwater Exploration Inc. (HWX $7.73)
  • $7.73 P/E (TTM): 9.88X Cap: $1.83B
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Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $7.73)
  • $7.73 P/E (TTM): 9.88X Cap: $1.83B
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Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024

• Waste Connections Inc. (WCN $242.03)
  • $242.03 P/E (TTM): 70.81X Cap: $62.31B
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• GFL Environmental Inc. subordinate voting shares (GFL $63.53)
  • $63.53 Cap: $23.08B
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Q: GFL or Waste Management?

Upvote 4

Read Answer Asked by Gregory on March 12, 2024

• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 15.92X Cap: $126.89B
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Q: May I please have your opinion of Newmont Corp as a gold investment?
With appreciation.
Ed

Upvote 2

Read Answer Asked by Ed on March 12, 2024

• Kinaxis Inc. (KXS $184.85)
  • $184.85 P/E (TTM): 156.03X Cap: $5.22B
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• Thomson Reuters Corporation (TRI $211.35)
  • $211.35 P/E (TTM): 42.49X Cap: $95.25B
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Q: I am thinking of selling KXS and buying TRI. What do you think?

Upvote 4

Read Answer Asked by Peter on March 12, 2024

• Eli Lilly and Company (LLY $843.63)
  • $843.63 P/E (TTM): 55.23X Cap: $798.45B
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Q: LLY stock price is struggling lately. Do you have insight to the reasons for the drop? I am interested in a purchase but would like to avoid catching a falling knife. I would appreciate your insight. Thanks you.

Upvote 1

Read Answer Asked by Dennis on March 12, 2024

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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Q: Hello5i, Could you comment on the takeover of MDF by KKR also could there be a rival offer. I own MDF and am considering selling MDF.

Upvote 2

Read Answer Asked by Michael on March 12, 2024

• Super Micro Computer Inc. (SMCI $55.07)
  • $55.07 P/E (TTM): 32.51X Cap: $32.72B
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• Vertiv Holdings LLC Class A (VRT $158.87)
  • $158.87 P/E (TTM): 77.89X Cap: $60.66B
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Q: Hi, You did not answer the second part of my question.
Would you prefer to own one over the other? If so which one? Thanks

Upvote 7

Read Answer Asked by Marco on March 12, 2024

• Purpose Bitcoin ETF (BTCC.B $23.80)
  • $23.80 Cap: $1.69B
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• ISHARES BITCOIN TR (IBIT $69.13)
  • $69.13 Cap: $94.65B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $106.12)
  • $106.12 Cap: $22.98B
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Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?

Upvote 1

Read Answer Asked by Allan on March 11, 2024

• InPlay Oil Corp. (IPO $13.33)
  • $13.33 Cap: $370M
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Q: Can you comment on this stock. Is it a buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on March 11, 2024