Investment Q&A

• Autodesk Inc. (ADSK $286.50)
  • $286.50 P/E (TTM): 61.81X Cap: $61.21B
  • View ADSK Profile
  • View Questions on ADSK
• NVIDIA Corporation (NVDA $173.09)
  • $173.09 P/E (TTM): 56.58X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA
• United Rentals Inc. (URI $891.17)
  • $891.17 P/E (TTM): 23.36X Cap: $57.27B
  • View URI Profile
  • View Questions on URI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.74)
  • $189.74 P/E (TTM): 77.67X Cap: $247B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Tesla Inc. (TSLA $322.88)
  • $322.88 P/E (TTM): 187.23X Cap: $1.04T
  • View TSLA Profile
  • View Questions on TSLA
• Blackstone Inc. (BX $164.46)
  • $164.46 P/E (TTM): 44.33X Cap: $120.47B
  • View BX Profile
  • View Questions on BX
• Advanced Micro Devices Inc. (AMD $163.06)
  • $163.06 P/E (TTM): 94.4X Cap: $265.67B
  • View AMD Profile
  • View Questions on AMD
• Aritzia Inc. Subordinate Voting Shares (ATZ $76.14)
  • $76.14 P/E (TTM): 37.29X Cap: $8.73B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Trisura Group Ltd. (TSU $40.75)
  • $40.75 P/E (TTM): 16.61X Cap: $1.94B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• The Trade Desk Inc. (TTD $52.57)
  • $52.57 P/E (TTM): 63.29X Cap: $25.57B
  • View TTD Profile
  • View Questions on TTD
• Moderna Inc. (MRNA $26.43)
  • $26.43 Cap: $10.20B
  • View MRNA Profile
  • View Questions on MRNA

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.

Upvote 0

Read Answer Asked by K on March 31, 2023

• Fortinet Inc. (FTNT $79.09)
  • $79.09 P/E (TTM): 32.76X Cap: $59.57B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $184.59)
  • $184.59 P/E (TTM): 105.39X Cap: $122.23B
  • View PANW Profile
  • View Questions on PANW
• Check Point Software Technologies Ltd. (CHKP $189.00)
  • $189.00 Cap: $20.41B
  • View CHKP Profile
  • View Questions on CHKP
• CrowdStrike Holdings Inc. (CRWD $415.77)
  • $415.77 Cap: $103.20B
  • View CRWD Profile
  • View Questions on CRWD

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

Upvote 0

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.

Upvote 0

Read Answer Asked by Joe on March 31, 2023

• Zoetis Inc. Class A (ZTS $156.44)
  • $156.44 P/E (TTM): 28.14X Cap: $68.96B
  • View ZTS Profile
  • View Questions on ZTS

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

Upvote 0

Read Answer Asked by Michael on March 31, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

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.

Upvote 0

Read Answer Asked by Steve on March 31, 2023

• Anaergia Inc. (ANRG $1.81)
  • $1.81 Cap: $305M
  • View ANRG Profile
  • View Questions on ANRG

Q: What’s your take on this situation of the company not filing their financial statements….
Thanks

Upvote 0

Read Answer Asked by Sonny on March 31, 2023

• Exro Technologies Inc. (EXRO $0.06)
  • $0.06 Cap: $34M
  • View EXRO Profile
  • View Questions on EXRO

Q: Exro released earnings. Thoughts? It’s very early but what do you think? Is it a good speculative stock? Potential?

Upvote 0

Read Answer Asked on March 31, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $89.49)
  • $89.49 P/E (TTM): 150.08X Cap: $133.25B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.29)
  • $82.29 P/E (TTM): 40.67X Cap: $132.83B
  • View BAM Profile
  • View Questions on BAM

Q: Is BAM exposed much to commercial real estate? What percentage of their cash flow is from this sector? Thanks

Upvote 0

Read Answer Asked by Michael on March 31, 2023

• PHX Energy Services Corp. (PHX $7.64)
  • $7.64 P/E (TTM): 6.65X Cap: $341M
  • View PHX Profile
  • View Questions on PHX

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

Upvote 0

Read Answer Asked by chris on March 31, 2023

• GoldMoney Inc. (XAU $8.90)
  • $8.90 Cap: $112M
  • View XAU Profile
  • View Questions on XAU

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!

Upvote 0

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

Upvote 0

Read Answer Asked by Frank on March 31, 2023

• BMO Covered Call Canadian Banks ETF (ZWB $21.58)
  • $21.58 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.83)
  • $14.83 P/E (TTM): 12.67X Cap: $1.48B
  • View HMAX Profile
  • View Questions on HMAX

Q: How do these two ETF's compare?

Upvote 0

Read Answer Asked by Dan on March 31, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.83)
  • $14.83 P/E (TTM): 12.67X Cap: $1.48B
  • View HMAX Profile
  • View Questions on HMAX

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

Upvote 0

Read Answer Asked by Derek on March 31, 2023

• NVIDIA Corporation (NVDA $173.09)
  • $173.09 P/E (TTM): 56.58X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA
• Global X Artificial Intelligence Semiconductor Index ETF (CHPS $45.72)
  • $45.72 P/E (TTM): 89.32X Cap: $108M
  • View CHPS Profile
  • View Questions on CHPS

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.

Upvote 0

Read Answer Asked by Francisco on March 31, 2023

• Aerojet Rocketdyne Holdings Inc. (AJRD)
  • P/E (TTM): 63.29X Cap: $4.68B
  • View AJRD Profile
  • View Questions on AJRD
• L3Harris Technologies Inc. (LHX $277.47)
  • $277.47 P/E (TTM): 30.85X Cap: $51.65B
  • View LHX Profile
  • View Questions on LHX

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

Upvote 0

Read Answer Asked by Wayne on March 31, 2023

• TFI International Inc. (TFII $128.45)
  • $128.45 P/E (TTM): 21.01X Cap: $10.51B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Nutrien Ltd. (NTR $80.44)
  • $80.44 P/E (TTM): 185.22X Cap: $38.91B
  • View NTR Profile
  • View Questions on NTR

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

Upvote 0

Read Answer Asked by Greg on March 31, 2023

• Lumine Group Inc. (LMN $48.81)
  • $48.81 P/E (TTM): 176.19X Cap: $12.23B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: How would you categorize Lumine Group in one’s portfolio in terms of geography? Canadian, US, or international equity?

Upvote 0

Read Answer Asked by Steven on March 31, 2023

• Vanguard S&P 500 Index ETF (VFV $158.15)
  • $158.15 P/E (TTM): 82.03X Cap: $24.54B
  • View VFV Profile
  • View Questions on VFV
• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
  • View MAGT Profile
  • View Questions on MAGT

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

Upvote 0

Read Answer Asked by Julia on March 31, 2023

• Suncor Energy Inc. (SU $54.81)
  • $54.81 P/E (TTM): 11.49X Cap: $65.86B
  • View SU Profile
  • View Questions on SU
• goeasy Ltd. (GSY $203.00)
  • $203.00 P/E (TTM): 12.24X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

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

Upvote 0

Read Answer Asked by Mike on March 31, 2023

• Lumine Group Inc. (LMN $48.81)
  • $48.81 P/E (TTM): 176.19X Cap: $12.23B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Thinking of getting into Lumine Group. What is the valuation like, compared to CSU and TOI? Thanks

Upvote 0

Read Answer Asked by Michael on March 31, 2023