Investment Q&A

• Murphy Oil Corporation (MUR $24.38)
  • $24.38 P/E (TTM): 12.4X Cap: $3.47B
  • View MUR Profile
  • View Questions on MUR
• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.6X Cap: $65.98B
  • View ATD Profile
  • View Questions on ATD
• Caseys General Stores Inc. (CASY $496.61)
  • $496.61 P/E (TTM): 34.33X Cap: $18.46B
  • View CASY Profile
  • View Questions on CASY
• Murphy USA Inc. (MUSA $372.30)
  • $372.30 P/E (TTM): 15.7X Cap: $7.18B
  • View MUSA Profile
  • View Questions on MUSA

Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Upvote 3

Read Answer Asked by David on April 13, 2024

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 80.15X Cap: $253.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palo Alto Networks Inc. (PANW $184.55)
  • $184.55 P/E (TTM): 106.22X Cap: $123.05B
  • View PANW Profile
  • View Questions on PANW
• DocuSign Inc. (DOCU $73.94)
  • $73.94 P/E (TTM): 14.14X Cap: $14.94B
  • View DOCU Profile
  • View Questions on DOCU
• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.39B
  • View CRWD Profile
  • View Questions on CRWD
• UiPath Inc. Class A (PATH $11.03)
  • $11.03 Cap: $5.90B
  • View PATH Profile
  • View Questions on PATH

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $15.07)
  • $15.07 Cap: $257M
  • View ENS Profile
  • View Questions on ENS

Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $55.96)
  • $55.96 P/E (TTM): 11.86X Cap: $67.89B
  • View SU Profile
  • View Questions on SU
• Brookfield Infrastructure Corporation (BIPC $39.76)
  • $39.76 Cap: $5.25B
  • View BIPC Profile
  • View Questions on BIPC

Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $77.64)
  • $77.64 P/E (TTM): 32.93X Cap: $59.49B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $184.55)
  • $184.55 P/E (TTM): 106.22X Cap: $123.05B
  • View PANW Profile
  • View Questions on PANW
• Rapid7 Inc. (RPD $20.17)
  • $20.17 P/E (TTM): 49.4X Cap: $1.30B
  • View RPD Profile
  • View Questions on RPD
• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.39B
  • View CRWD Profile
  • View Questions on CRWD
• Roblox Corporation Class A (RBLX $124.81)
  • $124.81 Cap: $86.52B
  • View RBLX Profile
  • View Questions on RBLX

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $294.23)
  • $294.23 P/E (TTM): 110.11X Cap: $1.38T
  • View AVGO Profile
  • View Questions on AVGO
• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 37.19X Cap: $3.74T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 57.42X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $163.36)
  • $163.36 P/E (TTM): 95.86X Cap: $265.10B
  • View AMD Profile
  • View Questions on AMD
• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.24X Cap: $47.74B
  • View VRT Profile
  • View Questions on VRT

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $1.97)
  • $1.97 P/E (TTM): 6.16X Cap: $187M
  • View HME Profile
  • View Questions on HME
• International Petroleum Corporation (IPCO $25.68)
  • $25.68 P/E (TTM): 43.58X Cap: $2.90B
  • View IPCO Profile
  • View Questions on IPCO

Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
  • View BN Profile
  • View Questions on BN

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $4.25)
  • $4.25 P/E (TTM): 247.06X Cap: $447M
  • View ZDC Profile
  • View Questions on ZDC

Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024

• Fortis Inc. (FTS $69.59)
  • $69.59 P/E (TTM): 20.6X Cap: $35.04B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $65.95)
  • $65.95 P/E (TTM): 22.48X Cap: $19.73B
  • View EMA Profile
  • View Questions on EMA
• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 13.03X Cap: $5.68B
  • View ACO.X Profile
  • View Questions on ACO.X
• Capital Power Corporation (CPX $58.57)
  • $58.57 P/E (TTM): 18.26X Cap: $9.05B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Brookfield Infrastructure Partners L.P. (BIP.UN $42.69)
  • $42.69 P/E (TTM): 1025.34X Cap: $19.68B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Hydro One Limited (H $50.57)
  • $50.57 P/E (TTM): 24.28X Cap: $30.33B
  • View H Profile
  • View Questions on H

Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Upvote 8

Read Answer Asked by Delbert on April 12, 2024

• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 34.88X Cap: $2.43T
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 80.15X Cap: $253.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Upvote 7

Read Answer Asked by Clayton on April 12, 2024

• Invesco CurrencyShares Swiss Franc Trust (FXF $109.77)
  • $109.77 Cap: $381M
  • View FXF Profile
  • View Questions on FXF
• Invesco CurrencyShares Japanese Yen Trust (FXY $62.30)
  • $62.30 P/E (TTM): 8.43X Cap: $564M
  • View FXY Profile
  • View Questions on FXY

Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks

Upvote 1

Read Answer Asked by Deborah on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 80.15X Cap: $253.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Associated Capital Group Inc. (AC $32.99)
  • $32.99 P/E (TTM): 18.66X Cap: $708M
  • View AC Profile
  • View Questions on AC

Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Upvote 3

Read Answer Asked by jim on April 12, 2024

• Badger Meter Inc. (BMI $185.07)
  • $185.07 P/E (TTM): 41.69X Cap: $5.52B
  • View BMI Profile
  • View Questions on BMI

Q: Your analysis please on Badger Meter! Thanks!

Upvote 1

Read Answer Asked by Adam on April 12, 2024

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello 5i Team,

What are your top 5 growth-oriented stocks for a TFSA currently?

Thank you

Upvote 48

Read Answer Asked by Liam on April 12, 2024

• RBC Target 2024 Canadian Government Bond ETF (RGQL $20.38)
  • View RGQL Profile
  • View Questions on RGQL

Q: Hi guys,
Great service...can you give me some thoughts on this RBC product...Target Date discount bond ETF's...seem to be a good option for safe money looking for cap. gains vs. interest....do you think timing would be right to add to these.? Any preference of government vs. Corporate? Thanks.

Upvote 1

Read Answer Asked by dan on April 12, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $21.55)
  • $21.55 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.81)
  • $14.81 P/E (TTM): 12.67X Cap: $1.48B
  • View HMAX Profile
  • View Questions on HMAX

Q: Regarding both BMO { ZWB, ZWU,ZWT, etc. } and Hamilton { HMAX, UMAX, FMAX, etc. } covered call ETFs, do either use a return "of" capital as part of their distributed yield ? ..... If so how much and would it be a deterrent from buying them ? I have put the word "of" in quotation marks as I think it means I am getting my own money back ? ..... Thanks for your always sound advice .....

Upvote 6

Read Answer Asked by Garth on April 12, 2024