Investment Q&A

• Freeport-McMoRan Inc. (FCX $42.98)
  • $42.98 P/E (TTM): 29.48X Cap: $60.52B
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• Lundin Mining Corporation (LUN $26.11)
  • $26.11 Cap: $21.98B
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• Capstone Copper Corp. (CS $12.41)
  • $12.41 P/E (TTM): 21.14X Cap: $9.05B
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• Nutrien Ltd. (NTR $81.30)
  • $81.30 P/E (TTM): 46.73X Cap: $38.99B
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• Eagle Materials Inc (EXP $223.72)
  • $223.72 P/E (TTM): 16.32X Cap: $7.09B
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Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Upvote 6

Read Answer Asked by ralph on May 23, 2024

• Verizon Communications Inc. (VZ $41.11)
  • $41.11 P/E (TTM): 8.74X Cap: $172.36B
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• T-Mobile US Inc. (TMUS $209.01)
  • $209.01 P/E (TTM): 19.9X Cap: $231.22B
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Q: Hi 5i,
I have owned Verizon for some time. Although the dividend has been solid and I am up over purchase I'm wondering if you think there might be another better alternative at this time? My Cdn. content is at suggested levels so maybe a US or International option.? Whatever you think.
Thanks again,
Ralph

Upvote 3

Read Answer Asked by ralph on May 23, 2024

• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 25.85X Cap: $19.59B
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Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David

Upvote 7

Read Answer Asked by David on May 23, 2024

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
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Q: Hi,

I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.

Thank you,

Michael

Upvote 7

Read Answer Asked by Michael on May 23, 2024

• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.95X Cap: $3.86T
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
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Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.

How does split work if you hold shares on CDR.

Thanks for your great service

Upvote 4

Read Answer Asked by Hector on May 23, 2024

• Ares Management Corporation Class A (ARES $156.85)
  • $156.85 P/E (TTM): 66.5X Cap: $50.51B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.98)
  • $65.98 P/E (TTM): 93.35X Cap: $147.20B
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Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks

Upvote 1

Read Answer Asked by Ian on May 22, 2024

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.37X Cap: $2.44T
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• Netflix Inc. (NFLX $107.58)
  • $107.58 P/E (TTM): 4.43X Cap: $449.74B
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• The Walt Disney Company (DIS $104.47)
  • $104.47 P/E (TTM): 15.1X Cap: $184.65B
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• Sony Group Corporation American Depositary Shares (SONY $29.35)
  • $29.35 P/E (TTM): 23.84X Cap: $175.20B
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Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?

Upvote 4

Read Answer Asked by Zara on May 22, 2024

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.37X Cap: $2.44T
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• ASGN Incorporated (ASGN $45.01)
  • $45.01 P/E (TTM): 15.3X Cap: $1.93B
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Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?

Upvote 1

Read Answer Asked by Larry M. on May 22, 2024

• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.53X Cap: $3.60T
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• Berkshire Hathaway Inc. (BRK.B $513.81)
  • $513.81 P/E (TTM): 17.52X Cap: $1.10T
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Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Upvote 6

Read Answer Asked by Dawn on May 22, 2024

• Vanguard Growth ETF (VUG $490.84)
  • $490.84 P/E (TTM): 38.17X Cap: $202.45B
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Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?

Upvote 3

Read Answer Asked by Steven on May 22, 2024

Q: Asking your views for CompoSecure and SurgePays please thanks.

Upvote 1

Read Answer Asked by MG on May 22, 2024

• KLA Corporation (KLAC $1,175.47)
  • $1,175.47 P/E (TTM): 36.41X Cap: $152.29B
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Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?

Upvote 1

Read Answer Asked by Martha on May 22, 2024

• AST SpaceMobile Inc. (ASTS $56.20)
  • $56.20 Cap: $20.37B
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Q: ASTS has popped this week but all the recent news is about pending lawsuits. Whats the cause of the jump? Can you also provide an overview of the stock fundamentals and opinion on the quality of the stock?

Upvote 1

Read Answer Asked by Daniel on May 22, 2024

• Coherent Corp. (COHR $164.26)
  • $164.26 Cap: $24.20B
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Q: …further to my earlier question on Druckenmiller’s recent buys, please address Cohr. What is the thesis for buying this stock? Thanks,

Jason

Upvote 2

Read Answer Asked by Jason on May 22, 2024

• Alight Inc. Class A (ALIT $2.31)
  • $2.31 Cap: $1.24B
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Q: Hi guys,
Looking into taking a small position in Alite . What are your thoughts?
Considering it’s a cloud company and only 4 years old can its business star against it copiteters. Is there any upside?
Thanks. Alnoor

Upvote 1

Read Answer Asked by Alnoor on May 22, 2024

• Chevron Corporation (CVX $151.13)
  • $151.13 P/E (TTM): 21.03X Cap: $301.04B
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• Kinder Morgan Inc. (KMI $27.32)
  • $27.32 P/E (TTM): 22.09X Cap: $59.95B
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• Enbridge Inc (ENB $48.78)
  • $48.78 P/E (TTM): 25.8X Cap: $104.74B
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• TC Energy Corporation (TRP $54.72)
  • $54.72 P/E (TTM): 23.25X Cap: $56.21B
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• Cheniere Energy Inc. (LNG $208.46)
  • $208.46 P/E (TTM): 11.49X Cap: $44.29B
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Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn

Upvote 3

Read Answer Asked by Dawn on May 22, 2024

• Kinder Morgan Inc. (KMI $27.32)
  • $27.32 P/E (TTM): 22.09X Cap: $59.95B
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• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.8X Cap: $147.06B
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Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason

Upvote 2

Read Answer Asked by Jason on May 22, 2024

Q: What do you think of spmo, as an alternative to the s&p500 or qqqq

Upvote 2

Read Answer Asked by Leon on May 21, 2024

• Intuitive Surgical Inc. (ISRG $573.48)
  • $573.48 P/E (TTM): 75.86X Cap: $205.84B
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• Booking Holdings Inc. (BKNG $4,914.69)
  • $4,914.69 P/E (TTM): 32.0X Cap: $158.32B
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• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.66X Cap: $72.51B
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• Alimentation Couche-Tard Inc. (ATD $76.33)
  • $76.33 P/E (TTM): 19.65X Cap: $70.72B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.43)
  • $173.43 P/E (TTM): 25.03X Cap: $2.04B
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• Ulta Beauty Inc. (ULTA $538.83)
  • $538.83 P/E (TTM): 20.54X Cap: $24.16B
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• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.07B
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• Uber Technologies Inc. (UBER $87.54)
  • $87.54 P/E (TTM): 14.59X Cap: $177.98B
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• Boyd Group Services Inc. (BYD $234.19)
  • $234.19 P/E (TTM): 227.4X Cap: $6.53B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.98)
  • $65.98 P/E (TTM): 93.35X Cap: $147.20B
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Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Upvote 34

Read Answer Asked by Merrilyn on May 21, 2024

• JPMorgan Chase & Co. (JPM $313.08)
  • $313.08 P/E (TTM): 15.23X Cap: $837.47B
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• Kroger Company (The) (KR $67.28)
  • $67.28 P/E (TTM): 21.62X Cap: $44.41B
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• Lockheed Martin Corporation (LMT $457.86)
  • $457.86 P/E (TTM): 25.29X Cap: $106.03B
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• Miscellaneous (MISC)
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Q: Hello,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,

Upvote 6

Read Answer Asked by Pierre on May 21, 2024