Investment Q&A

• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.28)
  • $42.28 P/E (TTM): 20.51X Cap: $11.49B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $66.85)
  • $66.85 P/E (TTM): 17.99X Cap: $20.10B
  • View EMA Profile
  • View Questions on EMA
• Enbridge Inc (ENB $46.74)
  • $46.74 P/E (TTM): 24.56X Cap: $101.95B
  • View ENB Profile
  • View Questions on ENB
• Fortis Inc. (FTS $51.46)
  • $51.46 P/E (TTM): 20.4X Cap: $25.98B
  • View FTS Profile
  • View Questions on FTS

Q: I HOLD ALL FOUR OF THESE AND WANT TO SELL ONE OR TWO WHICH WOULD YOU SELL?

Upvote 5

Read Answer Asked by Dorothy on February 07, 2024

• Danaos Corporation (DAC $93.73)
  • $93.73 Cap: $1.75B
  • View DAC Profile
  • View Questions on DAC
• Trane Technologies plc (TT $385.22)
  • $385.22 P/E (TTM): 30.48X Cap: $85.41B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $178.29)
  • $178.29 P/E (TTM): 36.39X Cap: $239.04B
  • View RTX Profile
  • View Questions on RTX

Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris

Upvote 8

Read Answer Asked by chris on February 07, 2024

• Home Depot Inc. (The) (HD $354.99)
  • $354.99 P/E (TTM): 24.33X Cap: $353.39B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $247.71)
  • $247.71 P/E (TTM): 20.4X Cap: $138.95B
  • View LOW Profile
  • View Questions on LOW
• McDonald's Corporation (MCD $319.65)
  • $319.65 P/E (TTM): 26.83X Cap: $227.64B
  • View MCD Profile
  • View Questions on MCD
• PepsiCo Inc. (PEP $149.37)
  • $149.37 P/E (TTM): 28.53X Cap: $204.23B
  • View PEP Profile
  • View Questions on PEP
• Philip Morris International Inc (PM $157.31)
  • $157.31 P/E (TTM): 28.68X Cap: $244.87B
  • View PM Profile
  • View Questions on PM
• Enbridge Inc. (ENB $64.43)
  • $64.43 P/E (TTM): 24.56X Cap: $140.53B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $43.41)
  • $43.41 P/E (TTM): 13.56X Cap: $90.42B
  • View CNQ Profile
  • View Questions on CNQ
• Restaurant Brands International Inc. (QSR $96.32)
  • $96.32 P/E (TTM): 25.17X Cap: $44B
  • View QSR Profile
  • View Questions on QSR
• Brookfield Renewable Partners L.P. (BEP.UN $36.78)
  • $36.78 Cap: $24.20B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• TMX Group Limited (X $51.59)
  • $51.59 P/E (TTM): 31.56X Cap: $14.35B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.11)
  • $72.11 P/E (TTM): 32.99X Cap: $116.15B
  • View BAM Profile
  • View Questions on BAM

Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Upvote 15

Read Answer Asked by RUPINDER on February 07, 2024

• Intuitive Surgical Inc. (ISRG $561.89)
  • $561.89 P/E (TTM): 73.26X Cap: $199.18B
  • View ISRG Profile
  • View Questions on ISRG
• Eli Lilly and Company (LLY $1,056.88)
  • $1,056.88 P/E (TTM): 51.58X Cap: $999.15B
  • View LLY Profile
  • View Questions on LLY

Q: Hi team,

Grateful if you could update your views on Altimmune (ALT-Q).

Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on February 07, 2024

• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.03B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $24.91)
  • $24.91 P/E (TTM): 11.38X Cap: $980M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?

Thanks,
Brent

Upvote 7

Read Answer Asked by Brent on February 07, 2024

• Lantheus Holdings Inc. (LNTH $64.84)
  • $64.84 P/E (TTM): 27.53X Cap: $4.29B
  • View LNTH Profile
  • View Questions on LNTH

Q: Was considering adding to a small $lnth position to bump it up. Also have lly, abbv, well. Would you please provide an update opinion - potential in 2024/25 or value trap? Technically it is just perking up a bit.

Upvote 1

Read Answer Asked by Kel on February 07, 2024

• Canadian National Railway Company (CNR $137.18)
  • $137.18 P/E (TTM): 18.23X Cap: $84.43B
  • View CNR Profile
  • View Questions on CNR
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.18)
  • $127.18 P/E (TTM): 17.02X Cap: $27.61B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $373.02)
  • $373.02 P/E (TTM): 45.82X Cap: $42.91B
  • View CLS Profile
  • View Questions on CLS
• iShares Russell 2000 Growth ETF (IWO $324.28)
  • $324.28 P/E (TTM): 22.72X Cap: $13.13B
  • View IWO Profile
  • View Questions on IWO
• Vanguard S&P 500 Index ETF (VFV $165.93)
  • $165.93 P/E (TTM): 27.07X Cap: $27.37B
  • View VFV Profile
  • View Questions on VFV
• TerraVest Industries Inc. (TVK $158.35)
  • $158.35 Cap: $3.43B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.77)
  • $158.77 P/E (TTM): 24.26X Cap: $1.89B
  • View HPS.A Profile
  • View Questions on HPS.A
• Vanguard Dividend Appreciation FTF (VIG $219.37)
  • $219.37 P/E (TTM): 24.09X Cap: $96.66B
  • View VIG Profile
  • View Questions on VIG
• Vertiv Holdings LLC Class A (VRT $154.39)
  • $154.39 P/E (TTM): 60.63X Cap: $57.28B
  • View VRT Profile
  • View Questions on VRT
• Duolingo Inc. (DUOL $182.89)
  • $182.89 P/E (TTM): 23.67X Cap: $8.50B
  • View DUOL Profile
  • View Questions on DUOL
• Brookfield Corporation Class A Limited Voting Shares (BN $61.72)
  • $61.72 P/E (TTM): 89.2X Cap: $138.58B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.11)
  • $72.11 P/E (TTM): 32.99X Cap: $116.15B
  • View BAM Profile
  • View Questions on BAM
• ISHARES TRUST (IJT $143.46)
  • $143.46 P/E (TTM): 20.21X Cap: $6.37B
  • View IJT Profile
  • View Questions on IJT

Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian

Upvote 13

Read Answer Asked by Brian on February 07, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $447.38)
  • $447.38 P/E (TTM): 31.43X Cap: $113.50B
  • View VRTX Profile
  • View Questions on VRTX

Q: Hi, Could you give us your opinion on Vertex, specially after release of its earnings, yesterday. How is the growth trajectory and pipeline ? Does the recent pull back, notably after the earnings, today, presents a good opportunity to initiate a new position ? Thank You

Upvote 2

Read Answer Asked by rajeev on February 07, 2024

• CI Tech Giants Covered Call ETF (TXF $23.60)
  • $23.60 P/E (TTM): 37.32X Cap: $717M
  • View TXF Profile
  • View Questions on TXF

Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• Celestica Inc. (CLS $373.02)
  • $373.02 P/E (TTM): 45.82X Cap: $42.91B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $158.35)
  • $158.35 Cap: $3.43B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Definity Financial Corporation (DFY $76.00)
  • $76.00 P/E (TTM): 22.64X Cap: $9.24B
  • View DFY Profile
  • View Questions on DFY

Q: What can you tell me about this company. I have a small TSFA and am looking for some reasonable growth. also do you think hps-a is getting a little to high to buy right now? Thankyou Larry

Upvote 8

Read Answer Asked by Larry on February 07, 2024

• Perion Network Ltd (PERI $9.92)
  • $9.92 Cap: $446M
  • View PERI Profile
  • View Questions on PERI

Q: I was in process of building my position in PERI after reading some positive answers on this, inspite of getting bitten big time with other adtech ex ILLM.TO & APPS my current average CP is above where PERI is trading now.
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON

Upvote 2

Read Answer Asked by Francis on February 07, 2024

• Perion Network Ltd (PERI $9.92)
  • $9.92 Cap: $446M
  • View PERI Profile
  • View Questions on PERI

Q: Is today’s drop provide an opportunity to add to my position? I am currently down 20% as of today. Thanks, Lesley

Upvote 2

Read Answer Asked by Lesley on February 07, 2024

Q: Peter; In regards to Eric’s question on when to sell , with the heirs involved. I was executor for a client of mine - 14 heirs! - anytime I was going to do something - selling securities included- I sent each one a letter with a place to sign and return - agreeing or not , so I had a written document, in case of a problem.
Publish or not.
Rod

Upvote 2

Read Answer Asked by Rodney on February 07, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.11)
  • $72.11 P/E (TTM): 32.99X Cap: $116.15B
  • View BAM Profile
  • View Questions on BAM

Q: Have been waiting on TD .now contemplating buying BAM.A please have your taught.Thanks

Upvote 3

Read Answer Asked by Gilles on February 07, 2024

• Oaktree Specialty Lending Corporation (OCSL $12.83)
  • $12.83 P/E (TTM): 33.08X Cap: $1.13B
  • View OCSL Profile
  • View Questions on OCSL

Q: After spending almost 2 months in overbought situation, RSI over 70, it reverted to an RSI under 30 in a couple of days. I have read what a lot of analysts say and yes their numbers were not great but I did not think they were disasterous. This stock is in a recommended portfolio I follow of US income orienated stocks. I do not own it but its appeal has risen with this. Can I have thoughts

Upvote 1

Read Answer Asked by Don on February 07, 2024

• Air Products and Chemicals Inc. (APD $243.75)
  • $243.75 Cap: $54.25B
  • View APD Profile
  • View Questions on APD

Q: In light of the earnings report, can you please comment on whether or not the recent stock price drop was over-done. Can you also provide thoughts on payout ratio, its moat (if it has one) and its durability during past recessions? Is it now cheap compared to past metrics ?

Upvote 1

Read Answer Asked by James on February 07, 2024

• Booking Holdings Inc. (BKNG $5,345.47)
  • $5,345.47 P/E (TTM): 35.42X Cap: $172.30B
  • View BKNG Profile
  • View Questions on BKNG
• Copart Inc. (CPRT $39.22)
  • $39.22 P/E (TTM): 23.99X Cap: $37.96B
  • View CPRT Profile
  • View Questions on CPRT
• Crocs Inc. (CROX $89.46)
  • $89.46 P/E (TTM): 29.23X Cap: $4.64B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $563.28)
  • $563.28 P/E (TTM): 175.99X Cap: $43.40B
  • View AXON Profile
  • View Questions on AXON
• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $120.31B
  • View CRWD Profile
  • View Questions on CRWD
• Celsius Holdings Inc. (CELH $41.67)
  • $41.67 P/E (TTM): 371.18X Cap: $10.74B
  • View CELH Profile
  • View Questions on CELH

Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!

Upvote 10

Read Answer Asked by Keith on February 07, 2024

• Fortinet Inc. (FTNT $79.75)
  • $79.75 P/E (TTM): 33.94X Cap: $59.30B
  • View FTNT Profile
  • View Questions on FTNT
• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $120.31B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hello,

Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?

Thank you.

Upvote 3

Read Answer Asked by Satish on February 07, 2024

• iShares Core S&P Small-Cap ETF (IJR $122.13)
  • $122.13 P/E (TTM): 17.9X Cap: $89.12B
  • View IJR Profile
  • View Questions on IJR
• Pacer US Small Cap Cash Cows ETF (CALF $45.03)
  • $45.03 P/E (TTM): 13.04X Cap: $3.71B
  • View CALF Profile
  • View Questions on CALF

Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike

Upvote 5

Read Answer Asked by Michael on February 07, 2024

• ATS Corporation (ATS $38.05)
  • $38.05 Cap: $3.73B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: ATS reported this morning. Why the big drop? Numbers all seemed great. Public Question.

Thanks
Dave.

Upvote 2

Read Answer Asked by David on February 07, 2024