Investment Q&A

• BMO MSCI India Selection Equity Index ETF (ZID $48.35)
  • $48.35 P/E (TTM): 43.37X Cap: $215M
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• iShares India Index ETF (XID $54.10)
  • $54.10 P/E (TTM): 14.9X Cap: $138M
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• iShares MSCI India ETF (INDA $52.17)
  • $52.17 P/E (TTM): 33.15X Cap: $9.18B
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• iShares MSCI Emerging Markets ex China Index ETF (XEMC $55.16)
  • $55.16 P/E (TTM): 4.51X Cap: $47M
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• iShares MSCI Emerging Markets ex China ETF (EMXC $67.54)
  • $67.54 P/E (TTM): 4.51X Cap: $13.13B
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Q: Greetings, 5i staff.
I am interested in quality ETFs that focus generally on emerging markets without too much weighting on China. Also, may I have two or three ETFs that have considerable focus on India and/or Indonesia?
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on May 28, 2024

• Oklo Inc. Class A (OKLO $116.98)
  • $116.98 Cap: $16.31B
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Q: Greetings 5i,

My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.

What are 5is houghts on OKLO?

What is Sam Altmans involvement?

additionally..

SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".

What is Thiel's involvement?


Thanks for the help over the years :-)

Cheers!

Upvote 3

Read Answer Asked by Duane on May 28, 2024

• Constellation Software Inc. (CSU $3,691.60)
  • $3,691.60 P/E (TTM): 90.38X Cap: $77.56B
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• Topicus.com Inc. (TOI $146.89)
  • $146.89 P/E (TTM): 68.62X Cap: $12.11B
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• Lumine Group Inc. (LMN $39.92)
  • $39.92 P/E (TTM): 150.27X Cap: $10.13B
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Q: Did you have a chance to review the AGM from these companies and if so was there anything of interest?

Thx

Upvote 13

Read Answer Asked by blake on May 28, 2024

• DIRTT Environmental Solutions Ltd. (DRT $0.80)
  • $0.80 P/E (TTM): 19.27X Cap: $151M
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Q: do you see any hope on this stock. You removed it from your Growth portfolio a long time ago. I am way underwater on this.

Thanks Jim

Upvote 1

Read Answer Asked by Jim on May 28, 2024

• Agnico Eagle Mines Limited (AEM $232.33)
  • $232.33 P/E (TTM): 33.82X Cap: $114.54B
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• B2Gold Corp. (BTO $6.96)
  • $6.96 Cap: $9.07B
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• Dynacor Group Inc. (DNG $4.67)
  • $4.67 P/E (TTM): 8.0X Cap: $190M
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Q: Which of these three gold stocks would you go with, one of the 2 juniors (DNG or BTO) with the higher divys and potential capital growth or the larger more established AEM for its size and stability, or a blend of both?

Gold seems to be on an up trajectory so stocks should follow bullion!!

Thnx
Dave

Upvote 5

Read Answer Asked by David on May 28, 2024

• Skeena Resources Limited (SKE $25.71)
  • $25.71 Cap: $3B
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Q: Do you know why SKE has been selling off lately? Was there any negative news on it ? Do you think its a good buy at current price? Thanks

Upvote 1

Read Answer Asked by Roy on May 28, 2024

• Indiva Limited (NDVA)
  • Cap: $5M
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Q: Txs for u fast answer today on NVDA,but my Q was on NDVA.( a .055 stock in Vancouver).Once again,please comment on larest Q on May 23,and the co. Txs for U usual great services & view

Upvote 1

Read Answer Asked by Peter on May 28, 2024

• Richards Packaging Income Fund (RPI.UN $34.25)
  • $34.25 P/E (TTM): 16.55X Cap: $369M
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Q: With the recent decline in food and beverage revenue in the first quarter and the expectation of further weakness in the second quarter in this segment is it time to sell RPI?

Upvote 1

Read Answer Asked by Barry on May 28, 2024

• NVIDIA Corporation (NVDA $183.32)
  • $183.32 P/E (TTM): 50.77X Cap: $4.33T
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• Celestica Inc. (CLS $348.00)
  • $348.00 P/E (TTM): 54.71X Cap: $39.09B
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Q: Current thoughts on CLS please? Do you consider it to be in a comparable league as NVDIA and other AI plays ?

Thx

Upvote 9

Read Answer Asked by blake on May 28, 2024

• goeasy Ltd. (GSY $172.23)
  • $172.23 P/E (TTM): 10.46X Cap: $2.79B
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Q: how high do you think this stock will go?

Upvote 7

Read Answer Asked by Brian on May 28, 2024

• NVIDIA Corporation (NVDA $183.32)
  • $183.32 P/E (TTM): 50.77X Cap: $4.33T
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Q: Please comment on latest Q on May 23 and the co. Txs for u usual great views & services

Upvote 1

Read Answer Asked by Peter on May 27, 2024

• ADENTRA Inc. (ADEN $35.17)
  • $35.17 P/E (TTM): 11.18X Cap: $838M
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Q: I would appreciate an updated opinion on Adentra. Thanks!

Upvote 1

Read Answer Asked by Gregory on May 27, 2024

• Osisko Development Corp. (ODV $4.89)
  • $4.89 Cap: $1.10B
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Q: What are your thoughts on this company? I own a losing position and am wondering if you would hold on if it might start to recover this year or just sell and move on.

Thanks,

Dustin

Upvote 1

Read Answer Asked by Dustin on May 27, 2024

• Goliath Resources Limited (GOT $3.14)
  • $3.14 Cap: $511M
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Q: Goliath is up 9% noon today on strong volume. My news feed shows only old news. Is there some development posted on your service provider or simply someone buying a thinly traded stock (like your old boss)?
Jim

Upvote 1

Read Answer Asked by James on May 27, 2024

• Jack In The Box Inc. (JACK $18.72)
  • $18.72 Cap: $381M
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Q: Your thoughts please thanks

Upvote 1

Read Answer Asked by MG on May 27, 2024

• Adobe Inc. (ADBE $362.12)
  • $362.12 P/E (TTM): 23.12X Cap: $150.85B
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• O'Reilly Automotive Inc. (ORLY $106.66)
  • $106.66 P/E (TTM): 37.92X Cap: $90.02B
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• Booking Holdings Inc. (BKNG $5,521.33)
  • $5,521.33 P/E (TTM): 38.68X Cap: $179.81B
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• AutoZone Inc. (AZO $4,230.31)
  • $4,230.31 P/E (TTM): 28.05X Cap: $70.22B
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• Ulta Beauty Inc. (ULTA $548.88)
  • $548.88 P/E (TTM): 21.19X Cap: $24.75B
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• Axon Enterprise Inc. (AXON $717.43)
  • $717.43 P/E (TTM): 175.28X Cap: $55.64B
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• Ares Management Corporation Class A (ARES $164.14)
  • $164.14 P/E (TTM): 91.96X Cap: $53.26B
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• Old Dominion Freight Line Inc. (ODFL $136.73)
  • $136.73 P/E (TTM): 27.07X Cap: $29.64B
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• Heico Corporation (HEI $321.89)
  • $321.89 P/E (TTM): 74.66X Cap: $44.58B
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• Uber Technologies Inc. (UBER $99.48)
  • $99.48 P/E (TTM): 16.77X Cap: $205.30B
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• Airbnb Inc. (ABNB $123.88)
  • $123.88 P/E (TTM): 30.1X Cap: $76.87B
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• Fiserv Inc. (FI $129.73)
  • $129.73 P/E (TTM): 21.67X Cap: $70.42B
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Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks

Upvote 28

Read Answer Asked by Esther on May 27, 2024

• Endeavour Silver Corp. (EDR $11.13)
  • $11.13 Cap: $3.15B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Silvercorp Metals Inc. (SVM $8.58)
  • $8.58 P/E (TTM): 21.04X Cap: $1.84B
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• Fortuna Mining Corp. (FVI $12.17)
  • $12.17 P/E (TTM): 17.46X Cap: $3.70B
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Q: looking for your favorite small cap silver stocks
thank you

Upvote 2

Read Answer Asked by howard on May 27, 2024

• KKR & Co. Inc. (KKR $135.54)
  • $135.54 P/E (TTM): 63.81X Cap: $119.39B
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Q: Your thoughts on KKR currently.

Is it a buy?

Upvote 2

Read Answer Asked by Mark on May 27, 2024

• Pan American Silver Corp. (PAAS $54.09)
  • $54.09 P/E (TTM): 26.64X Cap: $19.33B
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Q: What is the revenue split between gold and silver for PAAS?

Thanks as always for your expertise.

Upvote 1

Read Answer Asked by Richard on May 27, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Parkland Corporation (PKI $38.57)
  • $38.57 P/E (TTM): 22.78X Cap: $6.71B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi, Is there any holdings in your Income Model Portfolio that you would not take a position in at this time?
Thank you
H

Upvote 4

Read Answer Asked by Heather on May 27, 2024