Investment Q&A

• Murphy Oil Corporation (MUR $39.97)
  • $39.97 P/E (TTM): 52.24X Cap: $5.51B
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• Alimentation Couche-Tard Inc. (ATD $78.62)
  • $78.62 P/E (TTM): 21.11X Cap: $71.62B
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• Caseys General Stores Inc. (CASY $714.23)
  • $714.23 P/E (TTM): 38.82X Cap: $25.46B
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• Murphy USA Inc. (MUSA $477.36)
  • $477.36 P/E (TTM): 18.91X Cap: $8.50B
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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 $163.72)
  • $163.72 P/E (TTM): 131.37X Cap: $208.44B
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• Palo Alto Networks Inc. (PANW $153.22)
  • $153.22 P/E (TTM): 90.64X Cap: $128.28B
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• DocuSign Inc. (DOCU $46.30)
  • $46.30 P/E (TTM): 34.12X Cap: $9B
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $97.85B
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• UiPath Inc. Class A (PATH $10.93)
  • $10.93 P/E (TTM): 28.88X Cap: $5.91B
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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
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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 $18.01)
  • $18.01 Cap: $308M
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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 $89.42)
  • $89.42 P/E (TTM): 17.84X Cap: $104.72B
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• Brookfield Infrastructure Corporation (BIPC $38.25)
  • $38.25 Cap: $5.10B
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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 $78.89)
  • $78.89 P/E (TTM): 34.06X Cap: $58.70B
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• Palo Alto Networks Inc. (PANW $153.22)
  • $153.22 P/E (TTM): 90.64X Cap: $128.28B
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• Rapid7 Inc. (RPD $5.60)
  • $5.60 P/E (TTM): 17.58X Cap: $369M
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• CrowdStrike Holdings Inc. (CRWD $385.86)
  • $385.86 Cap: $97.85B
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• Roblox Corporation Class A (RBLX $56.65)
  • $56.65 Cap: $38.97B
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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 $318.81)
  • $318.81 P/E (TTM): 67.9X Cap: $1.50T
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• Microsoft Corporation (MSFT $371.04)
  • $371.04 P/E (TTM): 23.95X Cap: $2.76T
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• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.25T
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• Advanced Micro Devices Inc. (AMD $220.27)
  • $220.27 P/E (TTM): 76.48X Cap: $334.83B
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• Vertiv Holdings LLC Class A (VRT $276.16)
  • $276.16 P/E (TTM): 75.07X Cap: $105.65B
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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 $2.74)
  • $2.74 P/E (TTM): 8.67X Cap: $254M
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• International Petroleum Corporation (IPCO $35.73)
  • $35.73 P/E (TTM): 107.06X Cap: $4.01B
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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 $55.16)
  • $55.16 P/E (TTM): 79.62X Cap: $123.40B
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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 $5.20)
  • $5.20 P/E (TTM): 364.29X Cap: $548M
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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 $76.48)
  • $76.48 P/E (TTM): 21.69X Cap: $38.48B
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• Emera Incorporated (EMA $70.55)
  • $70.55 P/E (TTM): 18.83X Cap: $21.08B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $67.38)
  • $67.38 P/E (TTM): 49.01X Cap: $7.41B
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• Capital Power Corporation (CPX $65.80)
  • $65.80 P/E (TTM): 79.09X Cap: $10.02B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.14)
  • $49.14 P/E (TTM): 96.84X Cap: $22.62B
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• Hydro One Limited (H $57.40)
  • $57.40 P/E (TTM): 26.09X Cap: $34.24B
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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 $211.71)
  • $211.71 P/E (TTM): 29.31X Cap: $2.22T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.72)
  • $163.72 P/E (TTM): 131.37X Cap: $208.44B
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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 $111.53)
  • $111.53 Cap: $543M
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• Invesco CurrencyShares Japanese Yen Trust (FXY $57.61)
  • $57.61 P/E (TTM): 8.43X Cap: $485M
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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 $163.72)
  • $163.72 P/E (TTM): 131.37X Cap: $208.44B
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• Associated Capital Group Inc. (AC)
  • Cap: $652M
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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 $153.37)
  • $153.37 P/E (TTM): 32.05X Cap: $4.39B
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Q: Your analysis please on Badger Meter! Thanks!

Upvote 1

Read Answer Asked by Adam on April 12, 2024

• Alphabet Inc. (GOOG $289.59)
  • $289.59 P/E (TTM): 27.66X Cap: $3.51T
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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)
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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 $25.33)
  • $25.33 P/E (TTM): 15.51X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.66)
  • $15.66 P/E (TTM): 16.66X Cap: $2.04B
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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