Investment Q&A

• Amazon.com Inc. (AMZN $210.11)
  • $210.11 P/E (TTM): 28.57X Cap: $2.25T
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• Alphabet Inc. (GOOG $314.90)
  • $314.90 P/E (TTM): 28.08X Cap: $3.66T
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• United Rentals Inc. (URI $909.11)
  • $909.11 P/E (TTM): 23.02X Cap: $57.27B
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• Blackstone Inc. (BX $121.27)
  • $121.27 P/E (TTM): 36.03X Cap: $89.55B
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• WELL Health Technologies Corp. (WELL $3.98)
  • $3.98 Cap: $1.01B
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• Knight-Swift Transportation Holdings Inc. (KNX $61.70)
  • $61.70 P/E (TTM): 67.27X Cap: $9.63B
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• U-Haul Holding Co Com (UHAL $51.77)
  • $51.77 P/E (TTM): 168.37X Cap: $10.15B
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• TFI International Inc - Ordinary Shares (TFII $119.33)
  • $119.33 P/E (TTM): 31.16X Cap: $9.79B
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• Vertiv Holdings LLC Class A (VRT $243.75)
  • $243.75 P/E (TTM): 91.72X Cap: $93.19B
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• Propel Holdings Inc. (PRL $21.80)
  • $21.80 P/E (TTM): 10.37X Cap: $857M
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
  • $62.96 P/E (TTM): 93.18X Cap: $141.36B
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• Nebius Group N.V. (NBIS $97.92)
  • $97.92 Cap: $23.31B
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Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?

Upvote 4

Read Answer Asked by Schoombee on April 21, 2025

• Apple Inc. (AAPL $264.58)
  • $264.58 P/E (TTM): 32.98X Cap: $3.88T
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• Alphabet Inc. (GOOG $314.90)
  • $314.90 P/E (TTM): 28.08X Cap: $3.66T
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• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 46.63X Cap: $4.61T
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• Meta CDR (CAD Hedged) (META $35.26)
  • $35.26 P/E (TTM): 27.45X Cap: $2.27T
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• Microsoft CDR (CAD Hedged) (MSFT $28.26)
  • $28.26 P/E (TTM): 29.21X Cap: $4.04T
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• Amazon.com CDR (CAD Hedged) (AMZN $24.31)
  • $24.31 P/E (TTM): 37.05X Cap: $3.01T
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Q: Hi 5i,

Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.

Upvote 8

Read Answer Asked by Christopher on April 21, 2025

• Alphabet Inc. (GOOG $314.90)
  • $314.90 P/E (TTM): 28.08X Cap: $3.66T
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• JPMorgan Chase & Co. (JPM $310.79)
  • $310.79 P/E (TTM): 15.39X Cap: $838.21B
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• Procter & Gamble Company (The) (PG $160.78)
  • $160.78 P/E (TTM): 23.49X Cap: $373.65B
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• Prudential Financial Inc. (PRU $103.44)
  • $103.44 P/E (TTM): 10.28X Cap: $35.99B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
  • $62.96 P/E (TTM): 93.18X Cap: $141.36B
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Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?

Upvote 19

Read Answer Asked by Robbie on April 21, 2025

• Meta Platforms Inc. (META $655.66)
  • $655.66 P/E (TTM): 27.45X Cap: $1.65T
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• Oracle Corporation (ORCL $148.08)
  • $148.08 P/E (TTM): 29.42X Cap: $425.59B
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Q: I am thinking of investing in orcle or meta. Which one do you think would be the best choice?

Upvote 3

Read Answer Asked by Jerry on April 21, 2025

• Meta Platforms Inc. (META $655.66)
  • $655.66 P/E (TTM): 27.45X Cap: $1.65T
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• Meta CDR (CAD Hedged) (META $35.26)
  • $35.26 P/E (TTM): 27.45X Cap: $2.27T
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Q: I hold META and would like your opinion should I buy more or hold.

If the company looses and has to be split up do you think it is worth more or less than current price.

Thanks for the great advice

Upvote 4

Read Answer Asked by Hector on April 21, 2025

• UnitedHealth Group Incorporated (DE) (UNH $290.00)
  • $290.00 P/E (TTM): 15.12X Cap: $262.69B
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Q: Now it has fallen 20%, do you think it's a good buy considering the new forecast?

Upvote 3

Read Answer Asked by Newman on April 17, 2025

• Comfort Systems USA Inc. (FIX $1,462.23)
  • $1,462.23 P/E (TTM): 58.18X Cap: $48.44B
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Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.

Upvote 8

Read Answer Asked by Brian on April 17, 2025

• Prudential Financial Inc. (PRU $103.44)
  • $103.44 P/E (TTM): 10.28X Cap: $35.99B
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• Great-West Lifeco Inc. (GWO $63.84)
  • $63.84 P/E (TTM): 14.56X Cap: $57.86B
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Q: Hi Folks,
Looking to add PRU or GWO to my RRSP account. Looking for income, a little growth and a safe dividend. May I have your opinion as to which one you feel would be best to add today.
Thanks

Upvote 2

Read Answer Asked by JOHN on April 17, 2025

• Hamilton Insurance Group Ltd. Class B (HG $30.42)
  • $30.42 P/E (TTM): 6.93X Cap: $1.96B
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Q: Thought on Hamilton Insurance Group Ltd ?

Upvote 2

Read Answer Asked by Craig on April 16, 2025

• Costco Wholesale Corporation (COST $985.27)
  • $985.27 P/E (TTM): 68.65X Cap: $437.33B
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Q: Hi, Has there been any news of costco splitting? 10 for 1?

Upvote 6

Read Answer Asked by Lorraine on April 16, 2025

• Palantir Technologies Inc. (PLTR $135.24)
  • $135.24 P/E (TTM): 214.11X Cap: $323.31B
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Q: Hi, I would like to access Questions for PLTR from 2013. What steps do I take to access these questions? Thank you.

Upvote 1

Read Answer Asked by Lorraine on April 16, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.89)
  • $172.89 P/E (TTM): 134.33X Cap: $225.46B
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Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?

Upvote 7

Read Answer Asked on April 16, 2025

• Broadcom Inc. (AVGO $332.65)
  • $332.65 P/E (TTM): 70.31X Cap: $1.57T
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• Intuitive Surgical Inc. (ISRG $504.05)
  • $504.05 P/E (TTM): 63.47X Cap: $179B
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• Procter & Gamble Company (The) (PG $160.78)
  • $160.78 P/E (TTM): 23.49X Cap: $373.65B
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• Prudential Financial Inc. (PRU $103.44)
  • $103.44 P/E (TTM): 10.28X Cap: $35.99B
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• Canadian National Railway Company (CNR $151.19)
  • $151.19 P/E (TTM): 20.34X Cap: $92.43B
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• Canadian Natural Resources Limited (CNQ $58.00)
  • $58.00 P/E (TTM): 18.37X Cap: $120.82B
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• WSP Global Inc. (WSP $229.50)
  • $229.50 P/E (TTM): 33.95X Cap: $29.97B
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• Thomson Reuters Corporation (TRI $113.99)
  • $113.99 P/E (TTM): 22.09X Cap: $50.70B
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• Nutrien Ltd. (NTR $97.43)
  • $97.43 P/E (TTM): 58.86X Cap: $47.09B
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• Trane Technologies plc (TT $467.12)
  • $467.12 P/E (TTM): 35.72X Cap: $103.38B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
  • $62.96 P/E (TTM): 93.18X Cap: $141.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
  • $69.20 P/E (TTM): 31.97X Cap: $111.46B
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Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.

Upvote 31

Read Answer Asked by Joel on April 16, 2025

• Broadcom Inc. (AVGO $332.65)
  • $332.65 P/E (TTM): 70.31X Cap: $1.57T
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• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 46.63X Cap: $4.61T
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Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Upvote 3

Read Answer Asked by Dawn on April 16, 2025

• Devon Energy Corporation (DVN $44.39)
  • $44.39 P/E (TTM): 10.51X Cap: $27.52B
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Q: Hi,
I’ve been holding Devon for a couple of years and am way under water. I’m thinking of dumping it. Do you think there is any hope for the name?

Upvote 1

Read Answer Asked by Scott on April 16, 2025

• Amplify Energy Corp. (AMPY $5.71)
  • $5.71 Cap: $217M
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Q: Would appreciate an analysis of this small oil and gas company I came across on Yahoo Finance. Just interested on your expert analysis.
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 16, 2025

• WSP Global Inc. (WSP $229.50)
  • $229.50 P/E (TTM): 33.95X Cap: $29.97B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $214.19)
  • $214.19 P/E (TTM): 30.98X Cap: $2.54B
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• Axon Enterprise Inc. (AXON $433.91)
  • $433.91 P/E (TTM): 139.15X Cap: $34.44B
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• Comfort Systems USA Inc. (FIX $1,462.23)
  • $1,462.23 P/E (TTM): 58.18X Cap: $48.44B
  • View FIX Profile
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• Vertiv Holdings LLC Class A (VRT $243.75)
  • $243.75 P/E (TTM): 91.72X Cap: $93.19B
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• Shift4 Payments Inc. Class A (FOUR $58.49)
  • $58.49 P/E (TTM): 27.46X Cap: $5.18B
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Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 14

Read Answer Asked by Cheryl on April 16, 2025

• CME Group Inc. (CME $308.09)
  • $308.09 P/E (TTM): 29.45X Cap: $111.09B
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• TMX Group Limited (X $46.11)
  • $46.11 P/E (TTM): 31.09X Cap: $12.82B
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• Cboe Global Markets Inc. (CBOE $288.68)
  • $288.68 P/E (TTM): 30.77X Cap: $30.20B
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Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you

Upvote 5

Read Answer Asked by kim on April 16, 2025

• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 46.63X Cap: $4.61T
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Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb

Upvote 9

Read Answer Asked by John on April 16, 2025

• Marvell Technology Inc. (MRVL $79.48)
  • $79.48 P/E (TTM): 27.93X Cap: $69.24B
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Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh

Upvote 1

Read Answer Asked by Hugh on April 15, 2025