Investment Q&A

• First Solar Inc. (FSLR $183.42)
  • $183.42 P/E (TTM): 15.64X Cap: $19.67B
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Q: Hi 5i,

I've been considering swapping out FSLR for the new GEV when it starts trading. Do you like either or both? Which do you think has better growth going forward. FSLR has been a tough one to hold for me. TIA

Upvote 1

Read Answer Asked by Wayne on March 13, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Is this a good buy today. Or what would you consider a good entry point? Thanks Clare

Upvote 8

Read Answer Asked by clara on March 13, 2024

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Pure Storage Inc. Class A (PSTG $56.25)
  • $56.25 P/E (TTM): 151.42X Cap: $18.38B
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $113.37B
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• Datadog Inc. (DDOG $139.13)
  • $139.13 P/E (TTM): 292.24X Cap: $48.04B
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• Vertiv Holdings LLC Class A (VRT $140.20)
  • $140.20 P/E (TTM): 82.32X Cap: $53.53B
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• Palantir Technologies Inc. (PLTR $160.66)
  • $160.66 P/E (TTM): 670.74X Cap: $379.14B
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Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??

Upvote 23

Read Answer Asked by Bill on March 13, 2024

• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $817.77B
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• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• BMO Equal Weight US Banks Index ETF (ZBK $37.12)
  • $37.12 P/E (TTM): 11.83X Cap: $763M
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• Lloyds Banking Group Plc American Depositary Shares (LYG $4.41)
  • $4.41 P/E (TTM): 9.47X Cap: $60.63B
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• ING Group N.V. (ING $22.98)
  • $22.98 P/E (TTM): 11.77X Cap: $72.32B
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Q: Hi, looking at the financial sector. I have TD and IFC and looking to add another. The options I am looking at is another Canadian bank that benefits from US exposure (RY), a US bank (JPM) or ETF of banks (ZBK), or diversifying away from North America to a major UK (LYG) or European (ING) bank. My objective is downside safety paired with dividend income and some growth. I realize global stocks aren't your focus, but would appreciate any thoughts you might have on relative merits of these stocks.

Upvote 7

Read Answer Asked by Benjamin on March 13, 2024

• iShares MSCI World Index ETF (XWD $99.95)
  • $99.95 P/E (TTM): 13.1X Cap: $1.23B
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• Vanguard All-Equity ETF Portfolio (VEQT $48.39)
  • $48.39 P/E (TTM): 4.23X Cap: $7.79B
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• iShares Core Equity ETF Portfolio (XEQT $35.78)
  • $35.78 P/E (TTM): 11.59X Cap: $8.56B
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• Global X All-Equity Asset Allocation ETF (HEQT $19.01)
  • $19.01 P/E (TTM): 59.41X Cap: $271M
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Q: Good morning,

In one response to a question on the choice of a International exposure ETF, the 5i preference was VEQT, XEQT and XWD in that order.

Q1. Has you opinion of the order of these Global ETFs changed in any way and given XWD's 5 and 10 year performance?

Q2. Would you kindly explain your rational for ranking XWD ahead of VEQT and XEQT and even HEQT.

Thank you in advance and I look forward to hearing your response.

Upvote 4

Read Answer Asked by Francesco on March 13, 2024

• NextEra Energy Inc. (NEE $70.53)
  • $70.53 P/E (TTM): 24.62X Cap: $145.24B
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• Vertiv Holdings LLC Class A (VRT $140.20)
  • $140.20 P/E (TTM): 82.32X Cap: $53.53B
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Q: With the advent of AI talk is about the energy and infrastructure needed to support Ai ie the plumbing behind A1. What companies in Canada and US will benefit from the surge in A1. Is it energy companies or utility companies? Can you name a few stocks to investigate,

Upvote 8

Read Answer Asked by Helen on March 13, 2024

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $38.95)
  • $38.95 P/E (TTM): 11.8X Cap: $9.17B
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Q: QBR.B seems to have some favourable financial metrics and to be liked by analysts, yet the share price has been drifting lower for a couple of months. What is your view of this stock and do you see it's share price improving over time? Would you buy, sell or hold? Thanks.

Upvote 3

Read Answer Asked by Leonard on March 13, 2024

• Dexterra Group Inc. (DXT $9.55)
  • $9.55 P/E (TTM): 14.67X Cap: $595M
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Q: Will like to have your impression on their latest statements. Q results seem not so good but they still made $50M FCF and they decided to sell the Modular business. For me, its looks like a good decision. Do you agree?

Thanks

Upvote 1

Read Answer Asked by Daniel on March 13, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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Q: Has the COMPANY reported recently and if so please provide your comments and whether you would still recommend the stock. Thanks Brian

Upvote 12

Read Answer Asked by Brian on March 13, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
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Q: Hi there, nice to finally see CTS as a top pick on BNN, especially by Jason D.
So far it's been moving hard this year.

Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?

Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?

Thanks!

Upvote 10

Read Answer Asked by Hussein on March 13, 2024

• Harvest Healthcare Leaders Income ETF (HHL $6.94)
  • $6.94 P/E (TTM): 56.1X Cap: $1.35B
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Q: I hold HHL. I saw your response to another question where you are not enamored of the C$ right now. HHL is CAD hedged and HHL.B is CAD unhedged. The distributions are identical. Is there any advantage in switching from HHL to HHL.B?
Thanks

Upvote 4

Read Answer Asked by Stephen on March 13, 2024

• Capital Power Corporation (CPX $56.51)
  • $56.51 P/E (TTM): 12.1X Cap: $7.87B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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Q: Is Alberta's ban on renewables positive for cpx or negligible.

How about bepc. Thank you

https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b

Upvote 3

Read Answer Asked by JACK on March 13, 2024

Q: I have a crystal ball question regarding the potential market reaction to One or both US Presidential candidates not being available to govern due to health or "alleged" illegal indiscretions. Is there a precedent of such an occurrence historically?

Thank you

Upvote 6

Read Answer Asked by Mike on March 13, 2024

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $7.92)
  • $7.92 Cap: $1.56B
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Q: Current thoughts as to whether to keep or sell lt?

Upvote 1

Read Answer Asked by Ross on March 13, 2024

Q: Everyone, is the money flow into the market in 2024 higher or lower than 2023? What segments is the money flow going into or out of. Clayton

Upvote 7

Read Answer Asked by Clayton on March 12, 2024

• Champion Iron Limited Ordinary Shares (CIA $3.76)
  • $3.76 P/E (TTM): 14.14X Cap: $1.94B
  • View CIA Profile
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Q: You recently told Andrew that this company was based in Australia . Surely not , your database shows it based in Quebec , and a very successful company it is judging by its 10 year returns , up by some 1250% .

Upvote 1

Read Answer Asked by Thomas A.J. on March 12, 2024

• UnitedHealth Group Incorporated (DE) (UNH $240.98)
  • $240.98 P/E (TTM): 9.95X Cap: $218.60B
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• Align Technology Inc. (ALGN $137.77)
  • $137.77 P/E (TTM): 24.82X Cap: $9.98B
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• Arch Capital Group Ltd. (ACGL $88.51)
  • $88.51 P/E (TTM): 9.03X Cap: $33.16B
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• Interactive Brokers Group Inc. (IBKR $64.90)
  • $64.90 P/E (TTM): 35.12X Cap: $109.70B
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• Elevance Health Inc. (ELV $274.93)
  • $274.93 P/E (TTM): 10.69X Cap: $61.90B
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• Fiserv Inc. (FI $136.15)
  • $136.15 P/E (TTM): 22.63X Cap: $74.01B
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Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??

Upvote 8

Read Answer Asked by Chris on March 12, 2024

• Taseko Mines Limited (TKO $4.25)
  • $4.25 Cap: $1.34B
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Q: May I please have your analysis and opinion of Taseko Mines with particular focus on their recent financial results?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Source Energy Services Ltd. (SHLE $13.55)
  • $13.55 P/E (TTM): 6.15X Cap: $183M
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Q: Not a bad quarter. Certainly has a wavy chart!,, but direction seems good. What are your thoughts on results and future? Any indications of a takeover iven it's low PE?
Slainte,, Chris

Upvote 3

Read Answer Asked by Christopher on March 12, 2024

• Paysafe Limited (PSFE $11.86)
  • $11.86 Cap: $710M
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Business wise, 'til what point Paysafe competite with Nuvei? Could we consider them proxy?

Thanks

Upvote 3

Read Answer Asked by Daniel on March 12, 2024