Investment Q&A

• Nucor Corporation (NUE)
  • View NUE Profile
  • View Questions on NUE

Q: How were the results and guidance ? Thank you.

Upvote 1

Read Answer Asked by Paul on April 23, 2024

• Cintas Corporation (CTAS)
  • View CTAS Profile
  • View Questions on CTAS
• Mettler-Toledo International Inc. (MTD)
  • View MTD Profile
  • View Questions on MTD

Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• CoStar Group Inc. (CSGP)
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • View MTTR Profile
  • View Questions on MTTR

Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• CoStar Group Inc. (CSGP)
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • View MTTR Profile
  • View Questions on MTTR

Q: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks

Upvote 2

Read Answer Asked by Charles on April 23, 2024

• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
  • View TSM Profile
  • View Questions on TSM

Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.

Upvote 7

Read Answer Asked by Stefan on April 22, 2024

• Veeva Systems Inc. Class A (VEEV)
  • View VEEV Profile
  • View Questions on VEEV

Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?

Thanks.

Upvote 2

Read Answer Asked by Joel on April 22, 2024

• General Dynamics Corporation (GD)
  • View GD Profile
  • View Questions on GD
• GE Aerospace (GE)
  • View GE Profile
  • View Questions on GE
• Lockheed Martin Corporation (LMT)
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC)
  • View NOC Profile
  • View Questions on NOC
• Franco-Nevada Corporation (FNV)
  • View FNV Profile
  • View Questions on FNV
• Tourmaline Oil Corp. (TOU)
  • View TOU Profile
  • View Questions on TOU
• Barrick Gold Corporation (ABX)
  • View ABX Profile
  • View Questions on ABX
• AeroVironment Inc. (AVAV)
  • View AVAV Profile
  • View Questions on AVAV
• Texas Pacific Land Corporation (TPL)
  • View TPL Profile
  • View Questions on TPL
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Upvote 5

Read Answer Asked by Helen on April 22, 2024

• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL
• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD
• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B
• Lumine Group Inc. (LMN)
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi team,

In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.

Please use as many credits as you see fit.

Gratefully,

Jacques IDS

Upvote 43

Read Answer Asked by Jacques on April 22, 2024

• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Tractor Supply Company (TSCO)
  • View TSCO Profile
  • View Questions on TSCO
• UnitedHealth Group Incorporated (DE) (UNH)
  • View UNH Profile
  • View Questions on UNH
• Visa Inc. (V)
  • View V Profile
  • View Questions on V
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC
• TMX Group Limited (X)
  • View X Profile
  • View Questions on X
  • View Reports on X
• Thomson Reuters Corporation (TRI)
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD
• Hydro One Limited (H)
  • View H Profile
  • View Questions on H
• Old Dominion Freight Line Inc. (ODFL)
  • View ODFL Profile
  • View Questions on ODFL
• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B
• Brookfield Corporation Class A Limited Voting Shares (BN)
  • View BN Profile
  • View Questions on BN

Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Upvote 64

Read Answer Asked by Ben on April 22, 2024

Q: SURG Can you please provide your investment analysis on this company? ThanksSURG

Upvote 2

Read Answer Asked by Imtiaz on April 22, 2024

• Fortinet Inc. (FTNT)
  • View FTNT Profile
  • View Questions on FTNT
• Amplify Cybersecurity ETF (HACK)
  • View HACK Profile
  • View Questions on HACK

Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you

Upvote 1

Read Answer Asked by Mark on April 22, 2024

• Super Micro Computer Inc. (SMCI)
  • View SMCI Profile
  • View Questions on SMCI

Q: Hi 5i, do you share the market's concern that SMCI did not "pre-anounce" earnings? Is the downward move justified?
Thanks!

Upvote 3

Read Answer Asked by Martin on April 22, 2024

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI)
  • View SMCI Profile
  • View Questions on SMCI
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
  • View TSM Profile
  • View Questions on TSM

Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?

Upvote 5

Read Answer Asked by Andrew on April 22, 2024

• Douglas Elliman Inc. (DOUG)
  • View DOUG Profile
  • View Questions on DOUG

Q: Douglas Elliman has been trending steadily downward. Now that it is closing in on the $1 mark, I’m about to part ways.it

Anything you see that should cause me to reconsider?

I know smaller US companies are not your main focus, but I’d be grateful for any insight you could provide.

Thanks!

Marc.

Upvote 1

Read Answer Asked by Marc on April 19, 2024

• Vanguard S&P 500 ETF (VOO)
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY)
  • View SPY Profile
  • View Questions on SPY

Q: Do you have a preference between these two etf’s or is there another name you would recommend? Will become a 5percent holding in a non registered account. Thanks for your input.. Lesley

Upvote 1

Read Answer Asked by Lesley on April 19, 2024

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA

Q: It would be interesting to hear where you think this stock may be in 2 years, and 5 yrs? Thanks so much. (Your answer will be taken with the understanding that nothing is set in stone and you are not psychic.....)

Upvote 12

Read Answer Asked by Judith on April 19, 2024

Q: Question from yesterday the entry points was missed. Thanks
Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks
Undo Upvote IconUndo Upvote
2
Add to favourite Icon
Asked by Brian on April 19, 2024
5I RESEARCH ANSWER:
We would rank: VTI, VUS, SPY, SPGP, VIG. This ranking is based on the belief that markets will 'broaden out' over the next couple of years with less focus on mega-cap companies. VUN is the unhedged version of VUS.

Upvote 1

Read Answer Asked by Brian on April 19, 2024

• Unity Software Inc. (U)
  • View U Profile
  • View Questions on U

Q: I have held Unity and have a loss. What are its prospects? Should I hold or sell? Thank you

Upvote 1

Read Answer Asked by patricia on April 19, 2024

• Super Micro Computer Inc. (SMCI)
  • View SMCI Profile
  • View Questions on SMCI

Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.

Upvote 8

Read Answer Asked by Jason on April 19, 2024

• Dycom Industries Inc. (DY)
  • View DY Profile
  • View Questions on DY

Q: COULD YOU KINDLY COMMENT ON THE PROSPRCTS OF THIS DY GOING FORWARD THANKS

Upvote 1

Read Answer Asked by terrance on April 19, 2024