Investment Q&A

• Apple Inc. (AAPL $253.50)
  • $253.50 P/E (TTM): 32.77X Cap: $3.72T
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• Alphabet Inc. (GOOG $303.93)
  • $303.93 P/E (TTM): 27.54X 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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• Meta CDR (CAD Hedged) (META $30.85)
  • $30.85 P/E (TTM): 24.46X Cap: $2.02T
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• Microsoft CDR (CAD Hedged) (MSFT $26.33)
  • $26.33 P/E (TTM): 27.34X Cap: $3.84T
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• Amazon.com CDR (CAD Hedged) (AMZN $24.62)
  • $24.62 P/E (TTM): 29.68X Cap: $3.19T
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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 $303.93)
  • $303.93 P/E (TTM): 27.54X Cap: $3.69T
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• JPMorgan Chase & Co. (JPM $297.40)
  • $297.40 P/E (TTM): 14.77X Cap: $797.69B
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• Procter & Gamble Company (The) (PG $141.30)
  • $141.30 P/E (TTM): 21.15X Cap: $328.38B
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• Prudential Financial Inc. (PRU $97.40)
  • $97.40 P/E (TTM): 9.79X Cap: $33.87B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.70)
  • $56.70 P/E (TTM): 77.22X Cap: $126.84B
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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 $575.05)
  • $575.05 P/E (TTM): 24.39X Cap: $1.45T
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• Oracle Corporation (ORCL $143.17)
  • $143.17 P/E (TTM): 27.36X Cap: $411.76B
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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 $575.05)
  • $575.05 P/E (TTM): 24.39X Cap: $1.45T
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• Meta CDR (CAD Hedged) (META $30.85)
  • $30.85 P/E (TTM): 24.46X Cap: $2.02T
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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 $307.73)
  • $307.73 P/E (TTM): 21.27X Cap: $279.31B
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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 $1,424.91)
  • $1,424.91 P/E (TTM): 49.62X Cap: $50.12B
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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 $97.40)
  • $97.40 P/E (TTM): 9.79X Cap: $33.87B
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• Great-West Lifeco Inc. (GWO $66.06)
  • $66.06 P/E (TTM): 15.29X Cap: $59.87B
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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 $30.56)
  • $30.56 P/E (TTM): 5.7X Cap: $3.04B
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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 $1,013.21)
  • $1,013.21 P/E (TTM): 70.78X Cap: $449.51B
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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 $150.07)
  • $150.07 P/E (TTM): 234.81X Cap: $358.76B
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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 $162.98)
  • $162.98 P/E (TTM): 130.73X Cap: $212.54B
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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 $333.97)
  • $333.97 P/E (TTM): 66.2X Cap: $1.58T
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• Intuitive Surgical Inc. (ISRG $452.95)
  • $452.95 P/E (TTM): 57.51X Cap: $160.85B
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• Procter & Gamble Company (The) (PG $141.30)
  • $141.30 P/E (TTM): 21.15X Cap: $328.38B
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• Prudential Financial Inc. (PRU $97.40)
  • $97.40 P/E (TTM): 9.79X Cap: $33.87B
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• Canadian National Railway Company (CNR $147.24)
  • $147.24 P/E (TTM): 19.28X Cap: $89.93B
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• Canadian Natural Resources Limited (CNQ $68.23)
  • $68.23 P/E (TTM): 13.0X Cap: $142.32B
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• WSP Global Inc. (WSP $215.83)
  • $215.83 P/E (TTM): 29.61X Cap: $29.09B
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• Thomson Reuters Corporation (TRI $123.08)
  • $123.08 P/E (TTM): 27.85X Cap: $54.62B
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• Nutrien Ltd. (NTR $107.01)
  • $107.01 P/E (TTM): 35.56X Cap: $51.72B
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• Trane Technologies plc (TT $431.85)
  • $431.85 P/E (TTM): 33.2X Cap: $95.58B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.70)
  • $56.70 P/E (TTM): 77.22X Cap: $126.84B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.08)
  • $61.08 P/E (TTM): 30.18X Cap: $100.06B
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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 $333.97)
  • $333.97 P/E (TTM): 66.2X Cap: $1.58T
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• NVIDIA Corporation (NVDA $178.10)
  • $178.10 P/E (TTM): 36.25X Cap: $4.32T
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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 $49.95)
  • $49.95 P/E (TTM): 11.91X Cap: $31.04B
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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 $6.22)
  • $6.22 P/E (TTM): 6.07X Cap: $242M
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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 $215.83)
  • $215.83 P/E (TTM): 29.61X Cap: $29.09B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $194.20)
  • $194.20 P/E (TTM): 34.66X Cap: $2.31B
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• Axon Enterprise Inc. (AXON $372.87)
  • $372.87 P/E (TTM): 273.56X Cap: $29.97B
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• Comfort Systems USA Inc. (FIX $1,424.91)
  • $1,424.91 P/E (TTM): 49.62X Cap: $50.12B
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• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 75.87X Cap: $100.35B
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• Shift4 Payments Inc. Class A (FOUR $40.27)
  • $40.27 P/E (TTM): 60.43X Cap: $3.27B
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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 $310.58)
  • $310.58 P/E (TTM): 27.65X Cap: $112.68B
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• TMX Group Limited (X $49.81)
  • $49.81 P/E (TTM): 33.28X Cap: $13.85B
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• Cboe Global Markets Inc. (CBOE $295.64)
  • $295.64 P/E (TTM): 28.44X Cap: $30.96B
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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 $178.10)
  • $178.10 P/E (TTM): 36.25X Cap: $4.32T
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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 $109.38)
  • $109.38 P/E (TTM): 38.42X Cap: $95.64B
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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

• SoFi Technologies Inc. (SOFI $16.11)
  • $16.11 P/E (TTM): 42.82X Cap: $20.54B
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Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Upvote 3

Read Answer Asked by Tim on April 15, 2025