Investment Q&A

Q: Hi 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you

https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps

Upvote 1

Read Answer Asked by Tulio on February 07, 2024

• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
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Q: Would a long $5.00 leap call expiring in January 2026 with a premium of $2.15 be considered "risky" with NYCB currently trading at $4.59? That is, do you believe NYCB will not only survive but recover?

Upvote 1

Read Answer Asked by David on February 07, 2024

Q: With a 5-7 year time frame, what are your top 5 Canadian dividend stocks to buy now? Looking for secure and growing dividend, as well as some stock price increase.

Upvote 7

Read Answer Asked by Grant on February 07, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.11)
  • $39.11 P/E (TTM): 26.45X Cap: $10.48B
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• Emera Incorporated (EMA $63.81)
  • $63.81 P/E (TTM): 21.45X Cap: $18.85B
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• Enbridge Inc (ENB $45.17)
  • $45.17 P/E (TTM): 22.55X Cap: $97.20B
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• Fortis Inc. (FTS $49.00)
  • $49.00 P/E (TTM): 19.9X Cap: $24.13B
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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 $90.10)
  • $90.10 Cap: $1.65B
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• Trane Technologies plc (TT $447.40)
  • $447.40 P/E (TTM): 36.84X Cap: $98.68B
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• RTX Corporation (RTX $149.76)
  • $149.76 P/E (TTM): 44.45X Cap: $202.47B
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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 $369.62)
  • $369.62 P/E (TTM): 24.71X Cap: $362.19B
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• Lowe's Companies Inc. (LOW $225.97)
  • $225.97 P/E (TTM): 18.27X Cap: $123.80B
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• McDonald's Corporation (MCD $297.79)
  • $297.79 P/E (TTM): 26.1X Cap: $211.46B
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• PepsiCo Inc. (PEP $145.70)
  • $145.70 P/E (TTM): 20.84X Cap: $193.99B
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• Philip Morris International Inc (PM $166.24)
  • $166.24 P/E (TTM): 37.14X Cap: $280.92B
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• Enbridge Inc. (ENB $61.47)
  • $61.47 P/E (TTM): 22.55X Cap: $133B
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• Canadian Natural Resources Limited (CNQ $42.27)
  • $42.27 P/E (TTM): 11.72X Cap: $87.56B
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• Restaurant Brands International Inc. (QSR $96.50)
  • $96.50 P/E (TTM): 23.36X Cap: $42.87B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.52)
  • $37.52 Cap: $24.57B
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• TMX Group Limited (X $56.34)
  • $56.34 P/E (TTM): 35.28X Cap: $15.79B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.54)
  • $82.54 P/E (TTM): 43.26X Cap: $132.81B
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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 $512.99)
  • $512.99 P/E (TTM): 75.57X Cap: $184.98B
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• Eli Lilly and Company (LLY $774.80)
  • $774.80 P/E (TTM): 62.02X Cap: $722.34B
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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 $176.29)
  • $176.29 P/E (TTM): 11.6X Cap: $2.90B
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• Propel Holdings Inc. (PRL $36.39)
  • $36.39 P/E (TTM): 18.68X Cap: $1.42B
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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 $72.31)
  • $72.31 P/E (TTM): 20.39X Cap: $4.95B
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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 $135.95)
  • $135.95 P/E (TTM): 19.08X Cap: $85.50B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.69)
  • $137.69 P/E (TTM): 17.95X Cap: $30.84B
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• Constellation Software Inc. (CSU $4,880.00)
  • $4,880.00 P/E (TTM): 102.67X Cap: $104.49B
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• Celestica Inc. (CLS $213.80)
  • $213.80 P/E (TTM): 46.54X Cap: $25.65B
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• iShares Russell 2000 Growth ETF (IWO $291.04)
  • $291.04 P/E (TTM): 41.78X Cap: $11.79B
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• Vanguard S&P 500 Index ETF (VFV $152.40)
  • $152.40 P/E (TTM): 24.94X Cap: $16.49B
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• TerraVest Industries Inc. (TVK $163.87)
  • $163.87 P/E (TTM): 40.94X Cap: $3.19B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $130.52)
  • $130.52 P/E (TTM): 17.26X Cap: $1.54B
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• Vanguard Dividend Appreciation FTF (VIG $206.85)
  • $206.85 P/E (TTM): 23.33X Cap: $89.37B
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• Vertiv Holdings LLC Class A (VRT $125.60)
  • $125.60 P/E (TTM): 73.38X Cap: $48.09B
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• Duolingo Inc. (DUOL $358.13)
  • $358.13 P/E (TTM): 175.3X Cap: $16.42B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.52)
  • $90.52 P/E (TTM): 236.68X Cap: $149.54B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.54)
  • $82.54 P/E (TTM): 43.26X Cap: $132.81B
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• ISHARES TRUST (IJT $135.93)
  • $135.93 P/E (TTM): 40.9X Cap: $6.09B
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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 $469.18)
  • $469.18 Cap: $117.73B
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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 $20.87)
  • $20.87 P/E (TTM): 33.46X Cap: $647M
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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 $213.80)
  • $213.80 P/E (TTM): 46.54X Cap: $25.65B
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• TerraVest Industries Inc. (TVK $163.87)
  • $163.87 P/E (TTM): 40.94X Cap: $3.19B
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• Definity Financial Corporation (DFY $78.05)
  • $78.05 P/E (TTM): 21.6X Cap: $8.95B
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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 $11.20)
  • $11.20 Cap: $494M
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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 $11.20)
  • $11.20 Cap: $494M
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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 $82.54)
  • $82.54 P/E (TTM): 43.26X Cap: $132.81B
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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 $14.22)
  • $14.22 P/E (TTM): 109.22X Cap: $1.27B
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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 $297.26)
  • $297.26 P/E (TTM): 42.69X Cap: $65.36B
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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 $5,764.53)
  • $5,764.53 P/E (TTM): 35.4X Cap: $184.73B
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• Copart Inc. (CPRT $46.36)
  • $46.36 P/E (TTM): 30.28X Cap: $44.50B
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• Crocs Inc. (CROX $106.59)
  • $106.59 P/E (TTM): 6.35X Cap: $5.81B
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• Axon Enterprise Inc. (AXON $723.68)
  • $723.68 P/E (TTM): 181.53X Cap: $58.50B
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• CrowdStrike Holdings Inc. (CRWD $474.79)
  • $474.79 Cap: $120.03B
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• Celsius Holdings Inc. (CELH $44.03)
  • $44.03 P/E (TTM): 132.15X Cap: $11.24B
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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