Investment Q&A

Q: Hello 5I,

Do you know of a good financial online site that tracks the current spot price of Gold?

I use TD Webroker and regular gold price updates our far and few between?


Thanks for your help

Stephen G

Upvote 2

Read Answer Asked by Stephen on November 21, 2023

• Birchtech Corp. (MEEC)
  • Cap: $79M
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Q: I noticed where they came out with some more information, which moved the stock higher. I was wondering what your take on the announcement is. Thank You

Upvote 1

Read Answer Asked by Earl on November 21, 2023

Q: What can you tell me about this company and is it a buy, sell, or hold. Thanks for your good work and I will wait for your answer.

Upvote 1

Read Answer Asked by Earl on November 21, 2023

• TJX Companies Inc. (The) (TJX $139.86)
  • $139.86 P/E (TTM): 33.14X Cap: $155.77B
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Q: Could you update your thoughts on TJX? Is this a good time to buy this consumer discretionary company given the uncertainty around the strength of consumer spending over the near term? Thanks.

Upvote 4

Read Answer Asked by Stefan on November 21, 2023

• Fortinet Inc. (FTNT $79.48)
  • $79.48 P/E (TTM): 33.07X Cap: $60.90B
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• Palo Alto Networks Inc. (PANW $197.33)
  • $197.33 P/E (TTM): 112.79X Cap: $131.99B
  • View PANW Profile
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• Qualys Inc. (QLYS $131.53)
  • $131.53 P/E (TTM): 26.98X Cap: $4.80B
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• CrowdStrike Holdings Inc. (CRWD $424.87)
  • $424.87 Cap: $106.28B
  • View CRWD Profile
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Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.

Upvote 4

Read Answer Asked by Les on November 21, 2023

• MARA Holdings Inc. (MARA $15.86)
  • $15.86 P/E (TTM): 10.34X Cap: $5.90B
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• Riot Platforms Inc. (RIOT $16.40)
  • $16.40 Cap: $5.62B
  • View RIOT Profile
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• CleanSpark Inc. (CLSK)
  • P/E (TTM): 12.39X Cap: $2.71B
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Q: Any specific reason for the significant gains today in CLSK, RIOT and MARA other than bitcoin price ?

Upvote 2

Read Answer Asked by Thomas on November 21, 2023

• Toromont Industries Ltd. (TIH $145.96)
  • $145.96 P/E (TTM): 24.43X Cap: $11.87B
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Q: Would you consider this a buy now or wait?

Upvote 4

Read Answer Asked by Brian on November 21, 2023

• Alphabet Inc. (GOOG $239.56)
  • $239.56 P/E (TTM): 24.96X Cap: $2.89T
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• AbbVie Inc. (ABBV $211.64)
  • $211.64 P/E (TTM): 89.65X Cap: $371.71B
  • View ABBV Profile
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• WSP Global Inc. (WSP $283.35)
  • $283.35 P/E (TTM): 45.48X Cap: $36.98B
  • View WSP Profile
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  • View Reports on WSP
• CrowdStrike Holdings Inc. (CRWD $424.87)
  • $424.87 Cap: $106.28B
  • View CRWD Profile
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Q: I have some funds to invest and am considering the above stocks. Please indicate whether these stocks are better held in an unregistered, TFSA or RRSP account. Please rank these stocks on a 5 year hold. Thank you

Upvote 7

Read Answer Asked by Don on November 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.65)
  • $55.65 Cap: $7.34B
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Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick

Upvote 7

Read Answer Asked by Rick on November 21, 2023

• Amazon.com Inc. (AMZN $230.33)
  • $230.33 P/E (TTM): 35.95X Cap: $2.45T
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• Costco Wholesale Corporation (COST $956.29)
  • $956.29 P/E (TTM): 56.77X Cap: $424.09B
  • View COST Profile
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• Microsoft Corporation (MSFT $500.37)
  • $500.37 P/E (TTM): 36.52X Cap: $3.71T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $177.33)
  • $177.33 P/E (TTM): 54.29X Cap: $4.30T
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• Visa Inc. (V $338.12)
  • $338.12 P/E (TTM): 33.43X Cap: $667.32B
  • View V Profile
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Q: I have some cash in my RRSP account that I will be investing in the next couple of weeks. I understand that Dividend US Equity investments are preferred for RRSP accounts. I am considering the above stocks for my RRSP. Please advise if these stocks are considered Dividend US Equity investments and rank the stocks in order of preference for a 5 year hold.
In my RRSP Direct Investing account, I have the option of converting CDN funds to US funds before purchasing US stocks. Would you recommend converting CDN funds to US funds before purchasing US stocks?

Upvote 11

Read Answer Asked by Don on November 21, 2023

• Canadian National Railway Company (CNR $128.15)
  • $128.15 P/E (TTM): 18.12X Cap: $80.67B
  • View CNR Profile
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• Canadian Pacific Kansas City Limited (CP $103.26)
  • $103.26 P/E (TTM): 23.41X Cap: $96.40B
  • View CP Profile
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• TFI International Inc. (TFII $128.55)
  • $128.55 P/E (TTM): 22.02X Cap: $10.63B
  • View TFII Profile
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Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?

Upvote 5

Read Answer Asked by FORREST on November 21, 2023

• Real Matters Inc. (REAL $7.18)
  • $7.18 Cap: $518M
  • View REAL Profile
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Q: Your March 2 2023 on the company seems relatively positive? But over the Summer/Fall less positive? (correct me if I have that wrong) If true, is it a reflection of real estate market/higher interest rates or execution of the company? Earnings were released on Friday, comment? If you were doing report card/ 5i Opinion today what would you change? Thanks!

Upvote 3

Read Answer Asked by Steve on November 21, 2023

• NFI Group Inc. (NFI $18.26)
  • $18.26 Cap: $2.19B
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Q: So where are we on this stock now, up 43% in the last year, more future here now.
Thanks again

Upvote 2

Read Answer Asked by eugene on November 21, 2023

• Descartes Systems Group Inc. (The) (DSG $146.77)
  • $146.77 P/E (TTM): 63.71X Cap: $12.61B
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• Kinaxis Inc. (KXS $186.58)
  • $186.58 P/E (TTM): 160.54X Cap: $5.36B
  • View KXS Profile
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• Lumine Group Inc. (LMN $46.53)
  • $46.53 P/E (TTM): 191.81X Cap: $12.48B
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Q: Would the 5i team be aware of any stock that would have a growth rating of 6 and higher along with a risk rating of 4 and lower. I'm needing to add 2 or 3 stocks (gems if any exists) to portfolio.
Thanks for your valuable service.
Gilles

Upvote 12

Read Answer Asked by Gilles on November 21, 2023

Q: ATZ,AC,BIP.UN,BEP.UN,CS,CP,DND,GEI,DND,GEI,MDI,OLA,PD,TECK.B,TCN,SDE,SVI,
GERT.UN(GRANITE)
Which would you sell for a tax loss

Upvote 2

Read Answer Asked by Nizar on November 21, 2023

• Intuitive Surgical Inc. (ISRG $449.98)
  • $449.98 P/E (TTM): 65.46X Cap: $167.60B
  • View ISRG Profile
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• Dollar General Corporation (DG $106.47)
  • $106.47 P/E (TTM): 20.75X Cap: $23.43B
  • View DG Profile
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• Ford Motor Company (F $11.42)
  • $11.42 P/E (TTM): 14.99X Cap: $45.45B
  • View F Profile
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• Purpose Core Dividend Fund (PDF $36.04)
  • $36.04 P/E (TTM): 16.24X Cap: $190M
  • View PDF Profile
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• iShares S&P Global Clean Energy Index Fund (ICLN $14.56)
  • $14.56 P/E (TTM): 30.32X Cap: $1.55B
  • View ICLN Profile
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• Crocs Inc. (CROX $81.17)
  • $81.17 P/E (TTM): 23.38X Cap: $4.54B
  • View CROX Profile
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• Opera Limited (OPRA $19.68)
  • $19.68 P/E (TTM): 21.44X Cap: $1.58B
  • View OPRA Profile
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• Perion Network Ltd (PERI $9.21)
  • $9.21 Cap: $409M
  • View PERI Profile
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• InMode Ltd. (INMD $15.02)
  • $15.02 Cap: $1.04B
  • View INMD Profile
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Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?

Upvote 1

Read Answer Asked by Nizar on November 21, 2023

• Capital Power Corporation (CPX $58.80)
  • $58.80 P/E (TTM): 17.43X Cap: $8.86B
  • View CPX Profile
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Q: Good morning,

Curious to hear your views/thoughts on the CPX news from yesterday.

Thanks.

Upvote 6

Read Answer Asked by Trevor on November 21, 2023

• Constellation Software Inc. (CSU $4,421.93)
  • $4,421.93 P/E (TTM): 113.58X Cap: $97.10B
  • View CSU Profile
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.02)
  • $41.02 P/E (TTM): 0.79X Cap: $6.61B
  • View VIU Profile
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• Vanguard Growth ETF Portfolio (VGRO $41.47)
  • $41.47 P/E (TTM): 0.01X Cap: $7.60B
  • View VGRO Profile
  • View Questions on VGRO
• Brookfield Corporation Class A Limited Voting Shares (BN $92.99)
  • $92.99 P/E (TTM): 155.34X Cap: $137.26B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $46.53)
  • $46.53 P/E (TTM): 191.81X Cap: $12.48B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I have some funds to invest in my unregistered account for a 5 year hold and am considering the above stocks and ETFs. Please comment on the projected growth of these stocks and ETFs and rank the stocks for future growth.

Upvote 11

Read Answer Asked by Don on November 21, 2023

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.42)
  • $20.42 P/E (TTM): 45.11X Cap: $681M
  • View ZWE Profile
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• BMO Europe High Dividend Covered Call ETF (ZWP $19.74)
  • $19.74 P/E (TTM): 44.99X Cap: $958M
  • View ZWP Profile
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Q: Which would you prefer for a 2 to 3 year hold for income in a tfsa?

Upvote 5

Read Answer Asked by Steve on November 21, 2023

Q: Your growth portfolio has only compounded at ~3% per year since inception. Where would you say you've gone wrong and have you considered any changes to your portfolio management techniques or criteria for security selection in an attempt to course correct and improve performance moving forward?

Upvote 14

Read Answer Asked by Adam on November 21, 2023