Investment Q&A

• Tantalus Systems Holding Inc. (GRID $3.39)
  • $3.39 Cap: $172M
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Q: Can you comment on the earnings release and outlook going forward. Does this one earnings release change your most recent opinions on the company or are your recent opinions remaining status quo for now?

p.s. how do we find out how many credits do we have left before subscription renewal?

Upvote 2

Read Answer Asked by James on March 28, 2024

• ING Group N.V. (ING $22.88)
  • $22.88 P/E (TTM): 11.8X Cap: $72.01B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.52)
  • $13.52 P/E (TTM): 27.15X Cap: $247M
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Q: Ing vs umax for sustainable dividend? Thanks

Upvote 2

Read Answer Asked by Tom on March 28, 2024

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $16.66)
  • $16.66 P/E (TTM): 66.32X Cap: $8.30B
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• Global X S&P 500 Covered Call ETF (XYLD $38.67)
  • $38.67 P/E (TTM): 56.59X Cap: $3.04B
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.77)
  • $14.77 P/E (TTM): 12.35X Cap: $805M
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Q: Which covered calls ETFs would you recommend for short/long term. Would the HMAX fir this category?

Thanks for your service!

Upvote 1

Read Answer Asked by Ozzie on March 28, 2024

Q: Hi, I was just wondering if there was any guidance on when the best time is to buy a dividend stock with regards to the dividend intervals? Thanks as always for your great advice.

Upvote 6

Read Answer Asked by Harry on March 28, 2024

Q: My Question is about which direction stock market would move while looking at current yields of 10YR bonds at 4.4% and S&P at PE 28 [top end of average] offering a yield close to 3.8%, with a differential 0.6 there is not much incentive for investors to accept risk in the market.

Do you think bond yeilds would move lower and hence increase in differential and favouring stocks or a move other way around.

Upvote 7

Read Answer Asked by Francis on March 28, 2024

Q: Are you aware of any Canadian companies that have issued a convertible debenture in US dollars?

Upvote 2

Read Answer Asked by Andre on March 28, 2024

Q: The US deficit and debt are back in the popular media. To what degree do you see this issue influencing markets and do you have any comments on investor strategy? Any guesses on how the US will reconcile this issue and when?

Upvote 9

Read Answer Asked by Peter on March 28, 2024

• Agilysys Inc. (AGYS $116.94)
  • $116.94 P/E (TTM): 138.81X Cap: $3.27B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.71)
  • $17.71 Cap: $2.36B
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Q: 4-5 years ago you gave the edge to LSPD between these two. Is that still your view? What are your thoughts and analysis of AGYS, many thanks.

Upvote 3

Read Answer Asked by MG on March 28, 2024

Q: Hello. Is there any paid investment subscriptions that you have a membership to? Is there any paid investment subscriptions that you think is top drawer and a worthwhile investment? In addition to 5i of course. Thank you

Upvote 29

Read Answer Asked by Martin on March 28, 2024

• Deere & Company (DE $496.24)
  • $496.24 P/E (TTM): 24.16X Cap: $134.39B
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• GE Aerospace (GE $262.86)
  • $262.86 P/E (TTM): 40.94X Cap: $280.31B
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• Union Pacific Corporation (UNP $225.85)
  • $225.85 P/E (TTM): 20.26X Cap: $134.93B
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• Waste Management Inc. (WM $225.30)
  • $225.30 P/E (TTM): 34.23X Cap: $90.66B
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• Transdigm Group Incorporated (TDG $1,583.67)
  • $1,583.67 P/E (TTM): 53.89X Cap: $88.95B
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• Old Dominion Freight Line Inc. (ODFL $163.25)
  • $163.25 P/E (TTM): 30.41X Cap: $33.98B
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Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Upvote 8

Read Answer Asked by alex on March 28, 2024

• Lumine Group Inc. (LMN $51.94)
  • $51.94 Cap: $13.82B
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Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx

Upvote 10

Read Answer Asked by Adam on March 28, 2024

• Lumine Group Inc. (LMN $51.94)
  • $51.94 Cap: $13.82B
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Q: I just wanted to thank you for bringing this stock to my attention it’s been good to me and I plan on holding it.

Jason

Upvote 24

Read Answer Asked by Jason on March 28, 2024

• Evolve FANGMA Index ETF (TECH $19.38)
  • $19.38 P/E (TTM): 91.36X Cap: $114M
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Q: If I wanted exposure to the FANGMA stocks without buying them directly, would you recommend the ETF, or buying the CDR's for each individual company?

Upvote 2

Read Answer Asked by Craig on March 28, 2024

• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.66X Cap: $10.49B
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Q: Hello 5i team,
When does open text report the latest quarter?
Thanks,
Andrew

Upvote 2

Read Answer Asked by Andrew on March 28, 2024

• Booking Holdings Inc. (BKNG $5,677.15)
  • $5,677.15 P/E (TTM): 35.56X Cap: $184.73B
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• Crocs Inc. (CROX $103.64)
  • $103.64 P/E (TTM): 6.44X Cap: $5.89B
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• Nextracker Inc. (NXT $61.53)
  • $61.53 P/E (TTM): 17.44X Cap: $8.99B
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Q: Can you name 3 undervalued U.S. growth Stocks that have good growth potential. Preferred to purchase and leave be for 10 + years.

Upvote 19

Read Answer Asked by Chris on March 28, 2024

• Capstone Copper Corp. (CS $7.91)
  • $7.91 P/E (TTM): 51.84X Cap: $6.02B
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Q: CS seems to be having some very nice momentum and positive Technical charts. I like you like buying at new alltime highs.

BUT this company is more dependent on commodity price movements.

In the past I have invested in miners, gold copper etc and can count on one hand how many times that has turned out poitively.

So my question is do you still feel very bullish on CS at this level and would you put new money into it now?

Thanks

Sheldon

Upvote 4

Read Answer Asked by Sheldon on March 28, 2024

• Boyd Group Services Inc. (BYD $212.82)
  • $212.82 P/E (TTM): 247.92X Cap: $4.51B
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Q: You previously commented that a good entry point would be at a pull back to $290 which it now is. Can you comment on March earnings and if you still feel this is a good entry point. Thanks John

Upvote 1

Read Answer Asked by John on March 28, 2024

Q: Almost every day I see an analyst state, that they are taking a "constructive” stance
or remains “constructive” on

What the heck does that mean?

Upvote 3

Read Answer Asked by Murray on March 28, 2024

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: Do you have any insights into GXE? It's oddly holding at .64 despite Oil rising and other companies moving higher. Beyond the dividend cut and strategic review flop, is there anything else you can add about their prospects? Thanks.

Upvote 4

Read Answer Asked by Curtis on March 28, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $51.96)
  • $51.96 P/E (TTM): 61.0X Cap: $25.87B
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• Lundin Mining Corporation (LUN $13.75)
  • $13.75 Cap: $11.93B
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• Capstone Copper Corp. (CS $7.91)
  • $7.91 P/E (TTM): 51.84X Cap: $6.02B
  • View CS Profile
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.10)
  • $21.10 P/E (TTM): 32.66X Cap: $289M
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Q: It appears that copper price is starting an uptrend. What individual stocks or ETFs would you recommend for taking best advantage? Is a precious metal ETF with more than just copper a good idea?

Ok thanks

Upvote 8

Read Answer Asked by Robert on March 28, 2024