Investment Q&A

• Apple Inc. (AAPL $270.99)
  • $270.99 P/E (TTM): 36.81X Cap: $4.01T
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• Amazon.com Inc. (AMZN $226.41)
  • $226.41 P/E (TTM): 31.44X Cap: $2.36T
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• Meta Platforms Inc. (META $663.89)
  • $663.89 P/E (TTM): 29.1X Cap: $1.63T
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• Alphabet Inc. (GOOG $303.18)
  • $303.18 P/E (TTM): 30.38X Cap: $3.69T
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• Microsoft Corporation (MSFT $484.31)
  • $484.31 P/E (TTM): 33.88X Cap: $3.53T
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• NVIDIA Corporation (NVDA $174.24)
  • $174.24 P/E (TTM): 44.1X Cap: $4.15T
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• International Business Machines Corporation (IBM $299.96)
  • $299.96 P/E (TTM): 36.18X Cap: $283.52B
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• Advanced Micro Devices Inc. (AMD $201.74)
  • $201.74 P/E (TTM): 103.96X Cap: $322.53B
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Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.

Upvote 0

Read Answer Asked by Dennis on April 27, 2023

• Roku Inc. (ROKU $111.16)
  • $111.16 Cap: $15.91B
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Q: Hello

Could you comment on ROKU earnings?
Many thanks.

Stephane

Upvote 0

Read Answer Asked by Stephane on April 27, 2023

• Eli Lilly and Company (LLY $1,062.40)
  • $1,062.40 P/E (TTM): 51.58X Cap: $984.89B
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• Thermo Fisher Scientific Inc (TMO $560.82)
  • $560.82 P/E (TTM): 33.27X Cap: $211.35B
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• UnitedHealth Group Incorporated (DE) (UNH $326.95)
  • $326.95 P/E (TTM): 17.43X Cap: $300.40B
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Q: I have held this stock for a few years and I am getting impatient. I guess I bought it at the wrong time, I am considering getting out. If I do exit do you have another health care company that you would recommend. Your overall thoughts please. Thanks

Upvote 0

Read Answer Asked by Brian on April 27, 2023

• BMO Equal Weight Industrials Index ETF (ZIN $49.26)
  • $49.26 P/E (TTM): 15.79X Cap: $43M
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• State Street Industrial Select Sector SPDR ETF (XLI $154.64)
  • $154.64 P/E (TTM): 26.63X Cap: $25.07B
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• iShares Global Industrials ETF (EXI $173.85)
  • $173.85 P/E (TTM): 28.92X Cap: $895M
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Q: Can you recommend US Industrial ETF-$US or CAD - or both?
Thanks jerry

Upvote 0

Read Answer Asked by jery on April 27, 2023

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Canfor Corporation (CFP $11.27)
  • $11.27 Cap: $1.31B
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• Interfor Corporation (IFP $8.46)
  • $8.46 Cap: $551M
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Q: Can I get an update on your thoughts on the forestry sector please. The stocks seem pretty cheap for the most part. Are they likely to go anywhere in the coming year? Which is your favourite (least disliked)?

Upvote 0

Read Answer Asked by David on April 27, 2023

• Lundin Mining Corporation (LUN $27.98)
  • $27.98 Cap: $23.95B
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• Capstone Copper Corp. (CS $12.77)
  • $12.77 P/E (TTM): 23.64X Cap: $9.83B
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• Rio Tinto Plc (RIO $77.70)
  • $77.70 P/E (TTM): 10.75X Cap: $96.81B
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Q: What copper producer would be your recommended vehicle for a five year hold?

Upvote 1

Read Answer Asked by Drummond on April 27, 2023

• AbbVie Inc. (ABBV $223.99)
  • $223.99 P/E (TTM): 170.74X Cap: $396.44B
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Q: Wow!!! The market really doesn't like the earnings report. Were they that bad and what is the outlook going forward. Long term holder of ABBV

Thanks Jimmy

Upvote 0

Read Answer Asked by Jimmy on April 27, 2023

• Tecnoglass Inc. (TGLS $51.92)
  • $51.92 P/E (TTM): 13.55X Cap: $2.42B
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Q: Sorry about the keyboard error on previous question. My question was intended to be about TGLS. Tecnoglass
Terry

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Read Answer Asked by Terry on April 27, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.74)
  • $61.74 P/E (TTM): 23.93X Cap: $29.81B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $61.73)
  • $61.73 P/E (TTM): 23.93X Cap: $29.81B
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Q: Can you please give us your recommendations what will be minimum / maximum CDN dollar amount for Teck resource shares if someone gives offer. I just want to analyze if it is worth holding until offer comes or add more.

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on April 27, 2023

• Greenlane Renewables Inc. (GRN $0.25)
  • $0.25 P/E (TTM): 25.0X Cap: $37M
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Q: Cloud please provide information regarding greenlane renewables inluding the propects for the activity in Brasil.

Thank you for the great job you do

Upvote 0

Read Answer Asked by Tino on April 27, 2023

• Superior Plus Corp. (SPB $7.15)
  • $7.15 P/E (TTM): 105.0X Cap: $1.59B
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Q: So Superior has declined significantly since a major shareholder sold about half of their holdings in the company. But the company’s financial, management, operational aspects have
NOT changed. Did the shareholder sell because of expected declining earnings in Superior or for their own company specific reasons ? Is this a good time to to top up to a full position ?
Thanks. Derek

Upvote 0

Read Answer Asked by Derek on April 27, 2023

• Lockheed Martin Corporation (LMT $471.46)
  • $471.46 P/E (TTM): 26.56X Cap: $109.86B
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Q: LMT …has been straight down over 40$ since its earnings beat.What’s the problem?/prospect for this name?

Upvote 0

Read Answer Asked by Kim on April 27, 2023

• iShares Canadian Select Dividend Index ETF (XDV $39.44)
  • $39.44 P/E (TTM): 11.56X Cap: $2.14B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.03)
  • $32.03 P/E (TTM): 4.66X Cap: $2.75B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.58)
  • $40.58 P/E (TTM): 14.68X Cap: $1.09B
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Q: What are the best dividend ETFs for Canadians to hold long term?

Upvote 1

Read Answer Asked by Brucey on April 27, 2023

• Crocs Inc. (CROX $89.83)
  • $89.83 P/E (TTM): 29.85X Cap: $4.65B
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Q: What is happening whit CROX?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on April 27, 2023

• Air Canada Voting and Variable Voting Shares (AC $19.16)
  • $19.16 Cap: $5.51B
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• Vanguard U.S. Total Market Index ETF (VUN $124.83)
  • $124.83 P/E (TTM): 27.14X Cap: $14.13B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.90)
  • $61.90 P/E (TTM): 89.91X Cap: $137.75B
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Q: For an RESP with withdrawals starting this year, ending likely 10 to 11 years out for youngest child:
Largest holding is the ETF VUN (US) at 43% followed by BN and AC at around 12% each, then TOI, DOO , ATZ, SU, BAM in the 3-10% range each. Not included is the unfortunate loss of about 8% of the RESP due to failure of XBC.
So the focus remains on growth for the next 4-5 years to keep withdrawals mostly funded by growth.
Thoughts on keeping VUN as is? What about a higher-yielding ZWB in lieu of the individual stocks? Any concerns / risks that you know of for the stocks listed or maybe can offer some lower-risk substitutions?

Big thank you!

Upvote 0

Read Answer Asked by Marilou on April 27, 2023

Q: Hi,

Based on guidance from CN, and results from TFII, would it be fair to say that we are in a recession. My experience over the years, is that CN always leads in and out of recessions by about 6 months in advance. Based on CN’s guidance, and had they not had record grain shipments for the last quarter, they would not have recorded the beat that they had. Would you agree?

Upvote 0

Read Answer Asked by Kelly on April 27, 2023

• Burcon Nutrascience Corporation (BU $1.75)
  • $1.75 Cap: $21M
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Q: please give an up date as to why this company cannot get traction . lot of money spent to build the factory yet sales are small

Upvote 0

Read Answer Asked by brian on April 27, 2023

• Canadian National Railway Company (CNR $136.90)
  • $136.90 P/E (TTM): 18.1X Cap: $82.67B
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• Canadian Pacific Kansas City Limited (CP $101.96)
  • $101.96 P/E (TTM): 21.94X Cap: $91.34B
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Q: Hello, 5i Research group, how was your take on the CNR's & CP's recent earnings? which one has more upside in next couple of years?

Thanks,

Upvote 0

Read Answer Asked by Lin on April 27, 2023

• BRP Inc. Subordinate Voting Shares (DOO $98.17)
  • $98.17 Cap: $7.62B
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• Lumine Group Inc. (LMN $26.40)
  • $26.40 P/E (TTM): 102.78X Cap: $6.74B
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Q: Hi All at 5i!!
I know it is comparing apples to oranges, but which of these two has a greater chance of solid short term growth ?
Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on April 27, 2023

• ARK Blockchain & Fintech Innovation ETF (ARKF $48.69)
  • $48.69 P/E (TTM): 42.64X Cap: $1.22B
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Q: Down 70% in this. Do I Buy, Hold or Sell.
Thanks!

Upvote 0

Read Answer Asked by Austin on April 27, 2023