Investment Q&A

• Palo Alto Networks Inc. (PANW $196.73)
  • $196.73 P/E (TTM): 114.22X Cap: $133.27B
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• CrowdStrike Holdings Inc. (CRWD $471.23)
  • $471.23 Cap: $120.03B
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Q: I've seen your recent comments on Crowdstrike's earnings. At this point would you prefer CRWD or PANW for quality and growth over the long term?

Thanks!

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Read Answer Asked by Mike on June 02, 2023

• SoFi Technologies Inc. (SOFI $20.98)
  • $20.98 P/E (TTM): 49.1X Cap: $23.38B
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Q: Is SOFI a buy here with debt ceiling drama being dealt with; moving to student loans being paid again and a more digital banking experience transition for customers going forward? Thanks, Lesley

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Read Answer Asked by Lesley on June 02, 2023

• Farmland Partners Inc. (FPI $11.29)
  • $11.29 P/E (TTM): 10.56X Cap: $526M
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• Gladstone Land Corporation (LAND $10.56)
  • $10.56 Cap: $373M
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• VanEck Agribusiness ETF (MOO $74.16)
  • $74.16 P/E (TTM): 52.63X Cap: $643M
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Q: Hi Peter and Team,

Are there any good ideas that are publicly traded to participate invest in productive farm land? In an ideal world, such a vehicle would pay a dividend also.

Thanks!

Upvote 1

Read Answer Asked by Marc on June 02, 2023

• NVIDIA Corporation (NVDA $167.03)
  • $167.03 P/E (TTM): 55.28X Cap: $4.18T
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $243.54)
  • $243.54 P/E (TTM): 59.85X Cap: $14.01B
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• VanEck Vectors Semiconductor ETF (SMH $285.37)
  • $285.37 P/E (TTM): 59.31X Cap: $27.34B
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Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.

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Read Answer Asked by Brian on June 02, 2023

• Icahn Enterprises L.P. (IEP $9.31)
  • $9.31 Cap: $4.98B
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Q: Recently ran into some $. Much to my surprise. Was thinking about putting it into IEP. Leaving it and not looking at it for 10 years. Is this a binary bet on high risk/high reward opportunity. How would the dividend be taxed in a non registered account? Over time I may look to move it to TFSA if it bolds well. Thoughts?

Upvote 0

Read Answer Asked by Chris on June 02, 2023

• Sylogist Ltd. (SYZ $9.55)
  • $9.55 Cap: $228M
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• Illumina Inc. (ILMN $102.03)
  • $102.03 Cap: $15B
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• NFI Group Inc. (NFI $19.12)
  • $19.12 Cap: $2.26B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.22)
  • $5.22 P/E (TTM): 22.74X Cap: $227M
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• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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• Ballard Power Systems Inc. (BLDP $2.79)
  • $2.79 Cap: $794M
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• Pollard Banknote Limited (PBL $22.40)
  • $22.40 P/E (TTM): 15.07X Cap: $592M
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• Real Matters Inc. (REAL $5.30)
  • $5.30 P/E (TTM): 194.2X Cap: $391M
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Osisko Development Corp. (ODV $3.35)
  • $3.35 Cap: $460M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.42)
  • $5.42 Cap: $1.46B
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• D2L Inc. Subordinate Voting Shares (DTOL $14.22)
  • $14.22 P/E (TTM): 20.5X Cap: $784M
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Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

Upvote 0

Read Answer Asked by Leonard on June 02, 2023

• Amazon.com Inc. (AMZN $227.47)
  • $227.47 P/E (TTM): 37.35X Cap: $2.43T
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• Costco Wholesale Corporation (COST $941.61)
  • $941.61 P/E (TTM): 55.35X Cap: $420.22B
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• Dollar General Corporation (DG $109.83)
  • $109.83 P/E (TTM): 20.53X Cap: $23.67B
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• Target Corporation (TGT $106.54)
  • $106.54 P/E (TTM): 11.16X Cap: $46.21B
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• Walmart Inc. (WMT $95.85)
  • $95.85 P/E (TTM): 40.88X Cap: $763.48B
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• Five Below Inc. (FIVE $139.70)
  • $139.70 P/E (TTM): 29.33X Cap: $7.70B
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Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks

Upvote 0

Read Answer Asked by satish on June 02, 2023

• J.B. Hunt Transport Services Inc. (JBHT $151.93)
  • $151.93 P/E (TTM): 26.79X Cap: $15.02B
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• XPO Inc. (XPO $133.07)
  • $133.07 P/E (TTM): 39.64X Cap: $15.13B
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• Old Dominion Freight Line Inc. (ODFL $166.89)
  • $166.89 P/E (TTM): 30.63X Cap: $33.98B
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• TFI International Inc - Ordinary Shares (TFII $89.87)
  • $89.87 P/E (TTM): 19.45X Cap: $7.39B
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• RXO Inc (RXO $16.57)
  • $16.57 P/E (TTM): 593.91X
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Q: Would this be a good time to start adding to freight/ trucking operators?

Would please rank these in order of upside potential give current prices.

Thanks.

Upvote 0

Read Answer Asked by Donald on June 02, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello,

Based on RBC estimates, Nuvei trades at 7% fcf yield f23 and 9.1% f24 and 15.5 pe.

That’s a PEG of .775 for a company growing at 20% into the future.

Understanding there is the worts of share dilution, how is this stock not one of the most attractive tech stocks on the open market?

Upvote 0

Read Answer Asked by James on June 02, 2023

• Lumine Group Inc. (LMN $52.00)
  • $52.00 Cap: $13.32B
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Q: Is the current price a good entry level for the stock?

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Read Answer Asked by Gary on June 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $74.03)
  • $74.03 P/E (TTM): 37.57X Cap: $8.57B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
  • View BN Profile
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Q: Both these companies are having a disastrous ytd 2023.Do you see any reason to own either in 2023 given both the real estate and retail outlooks for the year

Upvote 0

Read Answer Asked by Kim on June 02, 2023

• Exchange Income Corporation (EIF $65.59)
  • $65.59 P/E (TTM): 26.78X Cap: $3.38B
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Q: Why do you see the markets react so negatively to the Pal Air agreement with AC, or is it another reason?
Cheers, Chris

Upvote 0

Read Answer Asked by Christopher on June 02, 2023

• Pet Valu Holdings Ltd. (PET $34.31)
  • $34.31 P/E (TTM): 26.68X Cap: $2.40B
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Q: Hello, now that Chewy has announced coming to Canada in Q3, what do you think is the outlook for PET? Is the close-to-25% drop in share price since March enough to price in this development? Thanks

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Read Answer Asked by Martin on June 02, 2023

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.11)
  • $10.11 Cap: $407M
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Q: Hello, can you explain the difference between Estimated Annualized yield of 5.48% 12 Month trailing yield of 4.63% for an ETF such as HFR?

Thank you,

Mike

Upvote 0

Read Answer Asked by Michael on June 02, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
  • View BN Profile
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Q: Hello,

If the market were to turn over, how much lower do you believe BN could trade? Maybe you could provide a low, medium and high point based on hard or soft landing.

I’m hoping most is priced in lol.

Have a good weekend.

Upvote 0

Read Answer Asked by James on June 02, 2023

• NexGen Energy Ltd. (NXE $9.32)
  • $9.32 Cap: $5.36B
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Q: NXE has made a significant jump today with larger volume.
Any news on the wire?
Thank you.

Upvote 0

Read Answer Asked by Martin on June 02, 2023

• Marvell Technology Inc. (MRVL $71.99)
  • $71.99 Cap: $62.99B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Palantir Technologies Inc. (PLTR $149.07)
  • $149.07 P/E (TTM): 659.96X Cap: $358.21B
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Q: Please rank these from an AI perspective.
Best to invest now.
Thanks!

Upvote 0

Read Answer Asked by Austin on June 02, 2023

• Pet Valu Holdings Ltd. (PET $34.31)
  • $34.31 P/E (TTM): 26.68X Cap: $2.40B
  • View PET Profile
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Q: Your thoughts please on initiating a position for a 3-5 year hold. Thank you.

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Read Answer Asked by Trevor on June 02, 2023

• Big Lots Inc. (BIG)
  • Cap: $14M
  • View BIG Profile
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Q: Hi 5i team. Can you please provide your current opinion on BIG ? It is currently take an historical correction.

Is there a serious risk that this company goes to bankruptcy ?
Is the dividend sustainable ?
Is the current correction is accurate or exaggerated ?, amplified by the current market ?


Thank you,

Upvote 0

Read Answer Asked by Luc on June 02, 2023

• Take-Two Interactive Software Inc. (TTWO $231.07)
  • $231.07 Cap: $41.09B
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Q: your thought on the stock thank you

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Read Answer Asked by Lorraine on June 02, 2023