Investment Q&A

• Amazon.com Inc. (AMZN $220.07)
  • $220.07 P/E (TTM): 32.98X Cap: $2.34T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $715.70)
  • $715.70 P/E (TTM): 25.59X Cap: $1.79T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $244.64)
  • $244.64 P/E (TTM): 25.32X Cap: $2.86T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $514.05)
  • $514.05 P/E (TTM): 37.46X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• Oracle Corporation (ORCL $308.01)
  • $308.01 P/E (TTM): 67.5X Cap: $832.50B
  • View ORCL Profile
  • View Questions on ORCL
• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.2X Cap: $83.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 127.88X Cap: $609M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Super Micro Computer Inc. (SMCI $54.75)
  • $54.75 P/E (TTM): 31.46X Cap: $32.53B
  • View SMCI Profile
  • View Questions on SMCI
• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 101.34X Cap: $135.26B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 143.92X Cap: $9.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Upvote 6

Read Answer Asked by Fernando on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 19.1X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hi

Could the big drop in India have anything to do with Mr. Trudeau?

Thank you

Mike

Upvote 7

Read Answer Asked by Mike on May 01, 2024

• Nextracker Inc. (NXT $86.96)
  • $86.96 P/E (TTM): 22.56X Cap: $12.86B
  • View NXT Profile
  • View Questions on NXT

Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Upvote 2

Read Answer Asked by Michael on May 01, 2024

• Eaton Corporation PLC (ETN $375.37)
  • $375.37 P/E (TTM): 37.13X Cap: $146.13B
  • View ETN Profile
  • View Questions on ETN

Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on May 01, 2024

• Trane Technologies plc (TT $418.76)
  • $418.76 P/E (TTM): 32.87X Cap: $93.18B
  • View TT Profile
  • View Questions on TT

Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike

Upvote 4

Read Answer Asked by michael on May 01, 2024

• Imperial Oil Limited (IMO $121.95)
  • $121.95 P/E (TTM): 13.43X Cap: $62.07B
  • View IMO Profile
  • View Questions on IMO
• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.16X Cap: $91.84B
  • View CNQ Profile
  • View Questions on CNQ
• TC Energy Corporation (TRP $73.93)
  • $73.93 P/E (TTM): 18.12X Cap: $76.83B
  • View TRP Profile
  • View Questions on TRP
• Cenovus Energy Inc. (CVE $24.25)
  • $24.25 P/E (TTM): 17.08X Cap: $44.20B
  • View CVE Profile
  • View Questions on CVE
• Pembina Pipeline Corporation (PPL $54.61)
  • $54.61 P/E (TTM): 18.43X Cap: $31.72B
  • View PPL Profile
  • View Questions on PPL
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• MEG Energy Corp. (MEG $29.80)
  • $29.80 P/E (TTM): 6.67X Cap: $7.58B
  • View MEG Profile
  • View Questions on MEG
• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.92X Cap: $6.75B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
  • View ERF Profile
  • View Questions on ERF

Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.

Upvote 8

Read Answer Asked by David on May 01, 2024

• Restaurant Brands International Inc. (QSR $66.79)
  • $66.79 P/E (TTM): 25.32X Cap: $30.37B
  • View QSR Profile
  • View Questions on QSR
• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 427.96X Cap: $4.70B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Any idea why these 2 are up on such a down day?

Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2024

• Lithium Americas Corp. (LAC $10.52)
  • $10.52 Cap: $2.54B
  • View LAC Profile
  • View Questions on LAC

Q: Would you be a buyer of LAC now?

THanks

Upvote 2

Read Answer Asked by sean on May 01, 2024

• Amazon.com Inc. (AMZN $220.07)
  • $220.07 P/E (TTM): 32.98X Cap: $2.34T
  • View AMZN Profile
  • View Questions on AMZN

Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $275.45)
  • $275.45 P/E (TTM): 19.69X Cap: $14.48B
  • View RS Profile
  • View Questions on RS

Q: I have a question about Reliance

Upvote 1

Read Answer Asked by George on May 01, 2024

• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 143.92X Cap: $9.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi, When is Lumine expected to report earnings and what are street estimates ? Thank You

Upvote 7

Read Answer Asked by rajeev on May 01, 2024

• Lockheed Martin Corporation (LMT $503.83)
  • $503.83 P/E (TTM): 28.36X Cap: $117.62B
  • View LMT Profile
  • View Questions on LMT
• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN

Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.

https://redcat.red/solutions/teal-drones/

Upvote 2

Read Answer Asked by Kolbi on April 30, 2024

Q: Good Morning,

Do you know where I can find a list of Canadian companies that have not cut their dividends based on consecutive years? I’m already aware of the Canadian dividend all-star list (Cdn dividend growers). What I want is to expand my list of Canadian dividend companies to consider. Thank you.

Upvote 2

Read Answer Asked by David on April 30, 2024

• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 143.92X Cap: $9.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: hi, just curious as to why LMN was not in your recent "10 CDN small cap companies..." report April 23, 2024?

Upvote 12

Read Answer Asked by chris on April 30, 2024

• Apple Inc. (AAPL $247.66)
  • $247.66 P/E (TTM): 37.22X Cap: $3.67T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $220.07)
  • $220.07 P/E (TTM): 32.98X Cap: $2.34T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $715.70)
  • $715.70 P/E (TTM): 25.59X Cap: $1.79T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOGL $244.15)
  • $244.15 P/E (TTM): 25.22X Cap: $2.86T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $514.05)
  • $514.05 P/E (TTM): 37.46X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $1,219.03)
  • $1,219.03 P/E (TTM): 51.98X Cap: $517.99B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $68.86)
  • $68.86 P/E (TTM): 14.99X Cap: $65.78B
  • View PYPL Profile
  • View Questions on PYPL
• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
  • View WBA Profile
  • View Questions on WBA
• Wynn Resorts Limited (WYNN $112.52)
  • $112.52 P/E (TTM): 34.55X Cap: $11.69B
  • View WYNN Profile
  • View Questions on WYNN
• The Boeing Company (BA $215.56)
  • $215.56 Cap: $162.99B
  • View BA Profile
  • View Questions on BA
• Bank of America Corporation (BAC $48.86)
  • $48.86 P/E (TTM): 14.27X Cap: $361.90B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,155.12)
  • $1,155.12 P/E (TTM): 27.37X Cap: $178.87B
  • View BLK Profile
  • View Questions on BLK
• Carnival Corporation (CCL $28.09)
  • $28.09 P/E (TTM): 14.06X Cap: $38.09B
  • View CCL Profile
  • View Questions on CCL
• Salesforce Inc. (CRM $248.75)
  • $248.75 P/E (TTM): 35.13X Cap: $230.07B
  • View CRM Profile
  • View Questions on CRM
• Delta Air Lines Inc. (DAL $58.72)
  • $58.72 P/E (TTM): 8.1X Cap: $38.34B
  • View DAL Profile
  • View Questions on DAL
• The Walt Disney Company (DIS $110.27)
  • $110.27 P/E (TTM): 17.09X Cap: $198.25B
  • View DIS Profile
  • View Questions on DIS
• Goldman Sachs Group Inc. (The) (GS $786.78)
  • $786.78 P/E (TTM): 16.85X Cap: $238.17B
  • View GS Profile
  • View Questions on GS
• International Business Machines Corporation (IBM $277.22)
  • $277.22 P/E (TTM): 44.95X Cap: $258.23B
  • View IBM Profile
  • View Questions on IBM
• JPMorgan Chase & Co. (JPM $307.97)
  • $307.97 P/E (TTM): 15.43X Cap: $846.84B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $819.40)
  • $819.40 P/E (TTM): 54.48X Cap: $775.52B
  • View LLY Profile
  • View Questions on LLY
• Mastercard Incorporated (MA $559.24)
  • $559.24 P/E (TTM): 37.59X Cap: $503.96B
  • View MA Profile
  • View Questions on MA
• Morgan Stanley (MS $155.13)
  • $155.13 P/E (TTM): 17.18X Cap: $247.63B
  • View MS Profile
  • View Questions on MS
• Pfizer Inc. (PFE $24.73)
  • $24.73 P/E (TTM): 13.18X Cap: $140.60B
  • View PFE Profile
  • View Questions on PFE
• Royal Caribbean Cruises Ltd. (RCL $306.22)
  • $306.22 P/E (TTM): 22.42X Cap: $82.74B
  • View RCL Profile
  • View Questions on RCL
• Visa Inc. (V $343.30)
  • $343.30 P/E (TTM): 33.56X Cap: $665.98B
  • View V Profile
  • View Questions on V
• Wells Fargo & Company (WFC $78.92)
  • $78.92 P/E (TTM): 13.31X Cap: $252.81B
  • View WFC Profile
  • View Questions on WFC
• Exxon Mobil Corporation (XOM $112.24)
  • $112.24 P/E (TTM): 15.73X Cap: $478.50B
  • View XOM Profile
  • View Questions on XOM
• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.81)
  • $166.81 P/E (TTM): 21.12X Cap: $385.21B
  • View BABA Profile
  • View Questions on BABA
• Tencent Holdings Ltd. ADR (TCEHY $81.63)
  • $81.63 P/E (TTM): 29.41X Cap: $760.87B
  • View TCEHY Profile
  • View Questions on TCEHY
• Veeva Systems Inc. Class A (VEEV $286.09)
  • $286.09 P/E (TTM): 58.97X Cap: $46.97B
  • View VEEV Profile
  • View Questions on VEEV
• The Trade Desk Inc. (TTD $51.28)
  • $51.28 P/E (TTM): 63.08X Cap: $25.60B
  • View TTD Profile
  • View Questions on TTD
• JD.com Inc. (JD $33.25)
  • $33.25 P/E (TTM): 8.44X Cap: $48.32B
  • View JD Profile
  • View Questions on JD
• Roku Inc. (ROKU $93.83)
  • $93.83 Cap: $13.55B
  • View ROKU Profile
  • View Questions on ROKU
• DocuSign Inc. (DOCU $69.45)
  • $69.45 P/E (TTM): 51.43X Cap: $13.75B
  • View DOCU Profile
  • View Questions on DOCU
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $302.89)
  • $302.89 P/E (TTM): 38.1X Cap: $1.57T
  • View TSM Profile
  • View Questions on TSM
• Healthpeak Properties (DOC $17.96)
  • $17.96 P/E (TTM): 72.2X Cap: $12.54B
  • View DOC Profile
  • View Questions on DOC
• National Health Investors Inc. (NHI $72.47)
  • $72.47 P/E (TTM): 23.45X Cap: $3.49B
  • View NHI Profile
  • View Questions on NHI
• Zoom Communications Inc. (ZM $79.17)
  • $79.17 P/E (TTM): 21.18X Cap: $24.02B
  • View ZM Profile
  • View Questions on ZM
• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $123.88B
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U $37.14)
  • $37.14 Cap: $15.69B
  • View U Profile
  • View Questions on U

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Cintas Corporation (CTAS $187.94)
  • $187.94 P/E (TTM): 41.77X Cap: $75.52B
  • View CTAS Profile
  • View Questions on CTAS
• Axon Enterprise Inc. (AXON $710.00)
  • $710.00 P/E (TTM): 173.85X Cap: $55.73B
  • View AXON Profile
  • View Questions on AXON
• Casella Waste Systems Inc. (CWST $89.76)
  • $89.76 P/E (TTM): 497.94X Cap: $5.82B
  • View CWST Profile
  • View Questions on CWST
• Comfort Systems USA Inc. (FIX $845.99)
  • $845.99 P/E (TTM): 41.94X Cap: $29.84B
  • View FIX Profile
  • View Questions on FIX
• Vestis Corporation (VSTS $4.62)
  • $4.62 Cap: $635M
  • View VSTS Profile
  • View Questions on VSTS

Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again

Upvote 5

Read Answer Asked by eugene on April 30, 2024

Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.

Mike

Upvote 4

Read Answer Asked by Michael on April 30, 2024

• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 12.35X Cap: $992M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....

Upvote 10

Read Answer Asked by Garth on April 30, 2024

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
  • View KUT Profile
  • View Questions on KUT

Q: Hi Peter, I was wondering what your thoughts are regarding Redishred's financials. Overall what do you think of the company?

Thank you

Upvote 3

Read Answer Asked by Frank on April 30, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 19.1X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: With the “missed” earnings, if there was a sharp pullback tomorrow, at what price range would you be a buyer? Aggressive buyer? Would you wait a few days or weeks for it to settle before buying? Avg cost is $50 so I’m still nicely up but would like to add more to my position for a long term investment. Assuming you still the long term thesis on this story? Thanks!

Upvote 21

Read Answer Asked by Keith on April 30, 2024