Investment Q&A

• Autodesk Inc. (ADSK $231.22)
  • $231.22 P/E (TTM): 45.16X Cap: $47.37B
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 47.16X Cap: $4.54T
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• United Rentals Inc. (URI $869.57)
  • $869.57 P/E (TTM): 22.63X Cap: $54.77B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 86.04X Cap: $195.90B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Tesla Inc. (TSLA $417.44)
  • $417.44 P/E (TTM): 396.55X Cap: $1.56T
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• Blackstone Inc. (BX $129.86)
  • $129.86 P/E (TTM): 38.24X Cap: $95.82B
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• Advanced Micro Devices Inc. (AMD $207.32)
  • $207.32 P/E (TTM): 105.21X Cap: $335.27B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $118.63)
  • $118.63 Cap: $13.23B
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• Trisura Group Ltd. (TSU $49.62)
  • $49.62 P/E (TTM): 17.33X Cap: $2.11B
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• The Trade Desk Inc. (TTD $25.81)
  • $25.81 P/E (TTM): 31.3X Cap: $12.64B
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• Moderna Inc. (MRNA $42.23)
  • $42.23 Cap: $15.67B
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Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.

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Read Answer Asked by K on March 31, 2023

• Fortinet Inc. (FTNT $85.56)
  • $85.56 P/E (TTM): 36.14X Cap: $62.65B
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• Palo Alto Networks Inc. (PANW $166.95)
  • $166.95 P/E (TTM): 104.62X Cap: $113.47B
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• Check Point Software Technologies Ltd. (CHKP $171.48)
  • $171.48 Cap: $17.82B
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• CrowdStrike Holdings Inc. (CRWD $429.64)
  • $429.64 Cap: $103.74B
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Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara

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Read Answer Asked by Barbara on March 31, 2023

Q: Are there any advantages to purchasing an international ETF off of a US exchange in US dollars. My understanding is that withholdings taxes would be the same as Canadian ETF's as long as both ETF's hold individual securities.

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Read Answer Asked by Joe on March 31, 2023

• Zoetis Inc. Class A (ZTS $126.65)
  • $126.65 P/E (TTM): 21.66X Cap: $55.36B
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Q: With Zoetis off about 33% from the late 2021 highs, what is your opinion on its prospects? Growth metrics seem to be attractive and valuation looks more reasonable...Thanks

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Read Answer Asked by Michael on March 31, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Do you think there could be some kind of manipulation on this stock. This has not budged during the surge. I think it is to good a company to be stuck here. Do you think myself and many others get pulled into these conspiracies when really it is just the market doing its thing most of the time.

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Read Answer Asked by Steve on March 31, 2023

• Anaergia Inc. (ANRG $2.04)
  • $2.04 Cap: $345M
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Q: What’s your take on this situation of the company not filing their financial statements….
Thanks

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Read Answer Asked by Sonny on March 31, 2023

• Exro Technologies Inc. (EXRO $0.02)
  • $0.02 Cap: $11M
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Q: Exro released earnings. Thoughts? It’s very early but what do you think? Is it a good speculative stock? Potential?

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Read Answer Asked on March 31, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $65.06)
  • $65.06 P/E (TTM): 91.0X Cap: $145.52B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.70)
  • $71.70 P/E (TTM): 32.32X Cap: $113.95B
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Q: Is BAM exposed much to commercial real estate? What percentage of their cash flow is from this sector? Thanks

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Read Answer Asked by Michael on March 31, 2023

• PHX Energy Services Corp. (PHX $8.92)
  • $8.92 P/E (TTM): 8.17X Cap: $392M
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Q: hi, can I get your latest thoughts/analysis of PHX:CA. and what is the company/industry specific near-medium term future look like?
also, could I get your top pure (relatively) play in gas energy stocks, with decent dividend yield, as well as your thoughts on where you think the price of the gas commodity is going in near-medium term. cheers, chris

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Read Answer Asked by chris on March 31, 2023

• GoldMoney Inc. (XAU $14.57)
  • $14.57 Cap: $178M
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Q: Hi 5i,

Longtime suffering- and dollar-cost-average-down holder of Goldmoney (since 2018). The business model ought perform nicely in a market that increasingly embraces gold as an investment/inflation hedge.

So, the questions are: (i) when do figure XAU will get to join the gold party? (ii) has XAU's attractiveness as a handsome takeover target by one of the Big 6 increased since last you commented (~2021)?

Thanks!

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Read Answer Asked by William on March 31, 2023

Q: Is there an ETF that replicates or comes close to the Beat-The-TSX (BTSX) approach?
I always enjoyed reading David Stanley's and other authors cover the BTSX in the Canadian MoneySaver Magazine.
Thanks
Frank

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Read Answer Asked by Frank on March 31, 2023

• BMO Covered Call Canadian Banks ETF (ZWB $25.62)
  • $25.62 P/E (TTM): 11.7X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.23)
  • $16.23 P/E (TTM): 14.15X Cap: $2.03B
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Q: How do these two ETF's compare?

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Read Answer Asked by Dan on March 31, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.23)
  • $16.23 P/E (TTM): 14.15X Cap: $2.03B
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Q: WOW a 14 % yield ! Too good to be true ?
Good/ bad points of this product and should this
ETF play any role in a RRIF. Thanks. Derek

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Read Answer Asked by Derek on March 31, 2023

• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 47.16X Cap: $4.54T
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• Global X Artificial Intelligence Semiconductor Index ETF (CHPS $60.39)
  • $60.39 P/E (TTM): 42.98X Cap: $187M
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Q: Please give me your read on this ETF. Is it a good allocation of capital in a growth industry, capital preservation and diversity?
Much appreciated.

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Read Answer Asked by Francisco on March 31, 2023

• Aerojet Rocketdyne Holdings Inc. (AJRD)
  • P/E (TTM): 63.29X
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• L3Harris Technologies Inc. (LHX $345.50)
  • $345.50 P/E (TTM): 36.55X Cap: $63.57B
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Q: What do you think are the odds of the successful completion of the merger? Despite the poor performance, I'm hanging on to LHX in hopes it will, Do you still like LHX if the merger were unsuccessful?

TIA

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Read Answer Asked by Wayne on March 31, 2023

• TFI International Inc. (TFII $163.62)
  • $163.62 P/E (TTM): 31.92X Cap: $12.92B
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• Nutrien Ltd. (NTR $96.47)
  • $96.47 P/E (TTM): 57.93X Cap: $46.30B
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Q: Hi 5i,

Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?

https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update

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Read Answer Asked by Greg on March 31, 2023

• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 74.03X Cap: $4.73B
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Q: How would you categorize Lumine Group in one’s portfolio in terms of geography? Canadian, US, or international equity?

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Read Answer Asked by Steven on March 31, 2023

• Vanguard S&P 500 Index ETF (VFV $165.25)
  • $165.25 P/E (TTM): 26.01X Cap: $27.97B
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• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X
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Q: The proceeds of the MAGT takeover will be going into the new first home savings account... which stock would you yourself be buying with the cash? Thanks

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Read Answer Asked by Julia on March 31, 2023

• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.73X Cap: $89.12B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.83X Cap: $1.95B
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Q: Hi

Would it be wise to take the capital loss in our cash accounts to off set some of our gains to date by selling GSY?

Then buying SU for growth and the dividend.

Thank you

Mike

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Read Answer Asked by Mike on March 31, 2023

• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 74.03X Cap: $4.73B
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Q: Thinking of getting into Lumine Group. What is the valuation like, compared to CSU and TOI? Thanks

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Read Answer Asked by Michael on March 31, 2023