Investment Q&A

• Amazon.com Inc. (AMZN $213.77)
  • $213.77 P/E (TTM): 29.68X Cap: $2.29T
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.57)
  • $56.57 Cap: $8.35B
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Q: BEPC is up over 8% today. Any idea why?

Upvote 9

Read Answer Asked by arnold on October 16, 2024

• SoFi Technologies Inc. (SOFI $16.11)
  • $16.11 P/E (TTM): 42.82X Cap: $20.54B
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Q: I want to build a position in Sofi, is now a good buying point or would you recommend a price to buy at?

Upvote 2

Read Answer Asked by Danielle on October 16, 2024

• Bank of Nova Scotia (The) (BNS $97.17)
  • $97.17 P/E (TTM): 19.02X Cap: $119.76B
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Q: good morning. just read your report on bns and was hoping to hear what you thought of the dividend in the future. To be short it has been very disapointing in growth over many years and just wondering what were your thoughts going into the future.
I realize it has a good dividend now but as a dividend growth investor i also want some growth. Do you see any in the future?

Upvote 8

Read Answer Asked by hans on October 16, 2024

• Manulife Financial Corporation (MFC $48.97)
  • $48.97 P/E (TTM): 16.1X Cap: $82.11B
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Q: Could you compare MFC and Power Co?

Upvote 4

Read Answer Asked by terrance on October 16, 2024

• Novavax Inc. (NVAX $7.98)
  • $7.98 P/E (TTM): 3.09X Cap: $1.25B
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Q: Hi, good day, what are your thoughts on the latest news? Outlook for the company and stock? Thanks

Upvote 1

Read Answer Asked by Michael on October 16, 2024

• Ulta Beauty Inc. (ULTA $532.23)
  • $532.23 P/E (TTM): 21.16X Cap: $23.27B
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Q: Peter; This is the one I meant re morning drop , earnings , would you add here ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on October 16, 2024

• Coca-Cola Company (The) (KO $75.91)
  • $75.91 P/E (TTM): 25.4X Cap: $326.72B
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• UnitedHealth Group Incorporated (DE) (UNH $307.73)
  • $307.73 P/E (TTM): 21.27X Cap: $279.31B
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• Toronto-Dominion Bank (The) (TD $134.86)
  • $134.86 P/E (TTM): 10.68X Cap: $225.05B
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• Bank of Nova Scotia (The) (BNS $97.17)
  • $97.17 P/E (TTM): 19.02X Cap: $119.76B
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• Enbridge Inc. (ENB $75.56)
  • $75.56 P/E (TTM): 22.8X Cap: $164.89B
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• Sun Life Financial Inc. (SLF $88.82)
  • $88.82 P/E (TTM): 14.38X Cap: $49.20B
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• Intact Financial Corporation (IFC $247.98)
  • $247.98 P/E (TTM): 13.33X Cap: $44.29B
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• Miscellaneous (MISC)
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• BMO Low Volatility Canadian Equity ETF (ZLB $59.00)
  • $59.00 P/E (TTM): 0.71X Cap: $5.92B
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• Hydro One Limited (H $59.27)
  • $59.27 P/E (TTM): 26.34X Cap: $35.54B
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• iShares MSCI USA Min Vol Factor ETF (USMV $93.21)
  • $93.21 P/E (TTM): 23.25X Cap: $22.71B
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Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.

Upvote 13

Read Answer Asked by Ron on October 16, 2024

• Carpenter Technology Corporation (CRS $394.00)
  • $394.00 P/E (TTM): 45.86X Cap: $19.62B
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Q: Peter; CRS is taking a dip this am- all I’ve seen is the company talking about future sales-+ have the actual earnings been released ? - would you add here or wait? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on October 16, 2024

• Apple Inc. (AAPL $253.50)
  • $253.50 P/E (TTM): 32.77X Cap: $3.72T
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• Alphabet Inc. (GOOGL $305.46)
  • $305.46 P/E (TTM): 27.75X Cap: $3.69T
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• NVIDIA Corporation (NVDA $178.10)
  • $178.10 P/E (TTM): 36.25X Cap: $4.32T
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• Booking Holdings Inc. (BKNG $173.41)
  • $173.41 P/E (TTM): 1.06X Cap: $137.31B
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• Crocs Inc. (CROX $90.47)
  • $90.47 Cap: $4.54B
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• Uber Technologies Inc. (UBER $71.73)
  • $71.73 P/E (TTM): 15.26X Cap: $146.54B
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• TransMedics Group Inc. (TMDX $107.32)
  • $107.32 P/E (TTM): 21.61X Cap: $3.68B
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Q: Hello 5i,

NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?

We have a few options for those funds. Sector allocation is not important.

Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG


Thank you

D&J

Upvote 7

Read Answer Asked by Jerry on October 16, 2024

• Honeywell International Inc. (HON $223.84)
  • $223.84 P/E (TTM): 31.01X Cap: $142.28B
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• Illinois Tool Works Inc. (ITW $259.04)
  • $259.04 P/E (TTM): 24.57X Cap: $74.62B
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• WSP Global Inc. (WSP $215.83)
  • $215.83 P/E (TTM): 29.61X Cap: $29.09B
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• Toromont Industries Ltd. (TIH $200.73)
  • $200.73 P/E (TTM): 32.17X Cap: $16.34B
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• Fortive Corporation (FTV $56.87)
  • $56.87 P/E (TTM): 32.41X Cap: $17.50B
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Q: Hello 5I
I wish you all a happy Thanksgiving and Thank you for all you do for us.
I recently bought some Honeywell (HON)shares thinking that the spinout that they announced was a good move. I was comparing them to Fortive (FTV) (Not many past questions on this company) and now I am not sure if they are the better vehicle. Could you please weigh in on this and if needed, add any other name thar you may like more. I am not worried about tax implications of selling. Which direction would you take if it was your portfolio?
Once again, Thank you
Jeremy

Upvote 1

Read Answer Asked by Jeremy on October 16, 2024

• Propel Holdings Inc. (PRL $18.25)
  • $18.25 P/E (TTM): 9.44X Cap: $718M
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Q: Are Propel Holdings' charges on loans and the analysis of those charges correct in the Propel Holdings question asked on Oct. 12?

Thank you.

Howard

Upvote 6

Read Answer Asked by Howard on October 16, 2024

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 37.74X Cap: $864M
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Q: ECN seems to be slowly rising from the ashes. Given that 🇨🇦 is now on a downward interest rate cycle, do you see good potential for them going forward? I know you used to think their management team was top notch.

Upvote 1

Read Answer Asked by Kel on October 16, 2024

• MTY Food Group Inc. (MTY $40.34)
  • $40.34 P/E (TTM): 7.61X Cap: $921M
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Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on October 16, 2024

• Toronto-Dominion Bank (The) (TD $134.86)
  • $134.86 P/E (TTM): 10.68X Cap: $225.05B
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• Metro Inc. (MRU $96.62)
  • $96.62 P/E (TTM): 27.92X Cap: $20.59B
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• WSP Global Inc. (WSP $215.83)
  • $215.83 P/E (TTM): 29.61X Cap: $29.09B
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• Alimentation Couche-Tard Inc. (ATD $78.68)
  • $78.68 P/E (TTM): 21.22X Cap: $72.27B
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• Boyd Group Services Inc. (BYD $171.87)
  • $171.87 P/E (TTM): 155.43X Cap: $4.78B
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Q: Please rank these stocks best to worse regarding potential capital gains from current prices over next 3 to 5 years

Upvote 13

Read Answer Asked by Nigel on October 16, 2024

• Toronto-Dominion Bank (The) (TD $134.86)
  • $134.86 P/E (TTM): 10.68X Cap: $225.05B
  • View TD Profile
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Q: In your opinion. Do you think there might be tax loss selling pressure on TD stock from now to year-end?

Upvote 5

Read Answer Asked by Ian on October 16, 2024

• ASML Holding N.V. (ASML $1,306.45)
  • $1,306.45 P/E (TTM): 58.72X Cap: $503.52B
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Q: Would you buy the dip? How compelling is it at this price compared to other large cap tech? Please rate it, 1 being total disdain of the stock, 10 being a strong endorsement.

Thank you!

Upvote 5

Read Answer Asked by Karim on October 16, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $94.92)
  • $94.92 Cap: $5.19B
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Q: Why don't you have a sector breakdown in portfolio tracking and analysis for HXS. It is important to me, I hope you can fix this. I really appreciate all of you at 5i Research and often tell others about you.

Upvote 3

Read Answer Asked by William on October 16, 2024

• WELL Health Technologies Corp. (WELL $3.82)
  • $3.82 Cap: $975M
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Q: There was a buy in from a large investor at $4.34 a share. WELL is coming down to that price today (currently down 13cents). What do you see happening going forward? I assume it's a good sign that there is a large investment but it seems the discount is large. Your take on things?

Upvote 13

Read Answer Asked on October 16, 2024

• VersaBank (VBNK $20.29)
  • $20.29 P/E (TTM): 22.51X Cap: $650M
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Q: Any news on whats happening with Versabank?

Thanks for all the good work.
Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on October 16, 2024

Q: Useless questions: when was 5iResearch created , by whom and any reason for this specific name?

Keep the good work. Tax loss season is always fun.

Upvote 17

Read Answer Asked by Denise on October 16, 2024