Investment Q&A

• Amazon.com Inc. (AMZN $212.79)
  • $212.79 P/E (TTM): 29.26X Cap: $2.25T
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• Microsoft Corporation (MSFT $372.88)
  • $372.88 P/E (TTM): 23.36X Cap: $2.76T
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• Constellation Software Inc. (CSU $2,442.51)
  • $2,442.51 P/E (TTM): 74.13X Cap: $51.73B
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• Restaurant Brands International Inc. (QSR $107.63)
  • $107.63 P/E (TTM): 32.73X Cap: $48.68B
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• Descartes Systems Group Inc. (The) (DSG $98.65)
  • $98.65 P/E (TTM): 43.28X Cap: $8.48B
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• Alimentation Couche-Tard Inc. (ATD $79.36)
  • $79.36 P/E (TTM): 20.93X Cap: $72.90B
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• Copart Inc. (CPRT $32.84)
  • $32.84 P/E (TTM): 21.01X Cap: $32.17B
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• Old Dominion Freight Line Inc. (ODFL $202.18)
  • $202.18 P/E (TTM): 40.91X Cap: $41.60B
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• Heico Corporation (HEI $276.77)
  • $276.77 P/E (TTM): 53.71X Cap: $38.61B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.72)
  • $56.72 P/E (TTM): 77.51X Cap: $126.88B
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Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!

Upvote 47

Read Answer Asked by Duane on July 03, 2024

• First Solar Inc. (FSLR $195.57)
  • $195.57 P/E (TTM): 13.75X Cap: $20.95B
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• Invesco Solar ETF (TAN $54.16)
  • $54.16 P/E (TTM): 21.93X Cap: $1.45B
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• iShares S&P Global Clean Energy Index Fund (ICLN $17.89)
  • $17.89 P/E (TTM): 36.15X Cap: $2.13B
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• Nextpower Inc. (NXT $108.06)
  • $108.06 P/E (TTM): 28.92X Cap: $16.04B
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Q: Please advise how I can invest in Solar Energy , long term investor, medium risk ok
Many thanks
Peter

Upvote 6

Read Answer Asked by Peter on July 03, 2024

• Booking Holdings Inc. (BKNG $176.19)
  • $176.19 P/E (TTM): 25.25X Cap: $139.51B
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• United Rentals Inc. (URI $736.50)
  • $736.50 P/E (TTM): 18.96X Cap: $46.31B
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• Toromont Industries Ltd. (TIH $195.27)
  • $195.27 P/E (TTM): 32.23X Cap: $15.90B
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• TFI International Inc. (TFII $158.44)
  • $158.44 P/E (TTM): 40.0X Cap: $13.01B
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• Ulta Beauty Inc. (ULTA $542.65)
  • $542.65 P/E (TTM): 20.96X Cap: $23.73B
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• Elastic N.V. (ESTC $50.56)
  • $50.56 Cap: $5.23B
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• Crocs Inc. (CROX $89.01)
  • $89.01 Cap: $4.20B
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• Aspen Aerogels Inc. (ASPN $3.78)
  • $3.78 Cap: $305M
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• Thomson Reuters Corp (TRI $90.62)
  • $90.62 P/E (TTM): 27.72X Cap: $39.95B
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• Uber Technologies Inc. (UBER $72.17)
  • $72.17 P/E (TTM): 15.19X Cap: $147.43B
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• Flutter Entertainment Plc (FLUT $104.67)
  • $104.67 Cap: $18.22B
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Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Upvote 17

Read Answer Asked by John on July 03, 2024

• PENN Entertainment Inc. (PENN $14.66)
  • $14.66 Cap: $1.97B
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Q: Can you please give your opinion on Penn. Buy, sell or hold in a TSFA.
Thank you

Upvote 1

Read Answer Asked by Lois on July 03, 2024

• Twilio Inc. Class A (TWLO $131.53)
  • $131.53 P/E (TTM): 654.75X Cap: $19.92B
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Q: Should I add a small position of this company to my TFSa

Upvote 2

Read Answer Asked by Ashleigh on July 03, 2024

• Home Depot Inc. (The) (HD $326.65)
  • $326.65 P/E (TTM): 21.94X Cap: $325.34B
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Q: Hi 5i, upto now many US retailers are reporting lower numbers and guidance, even HD guided lower. I really like this company and thinking things might get worse for the US consumer thereby making even lower guidance by HD. So based on current valuation is HD a good buy, and historically how has it behaved in past downturns. Thx.

Upvote 3

Read Answer Asked by Christopher on July 03, 2024

• Apellis Pharmaceuticals Inc. (APLS $40.63)
  • $40.63 P/E (TTM): 237.71X Cap: $5.16B
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Q: APLS.US has had a down turn recently. Will it recover or are there some intrinsic problems with the company.

Thanks

Thomas

Upvote 1

Read Answer Asked by Thomas on July 03, 2024

• MUELLER WATER PRODUCTS (MWA $27.75)
  • $27.75 P/E (TTM): 21.94X Cap: $4.38B
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Q: Hello 5iR
What is your opinion of MWA as a buy. Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on July 03, 2024

• Nike Inc. (NKE $44.03)
  • $44.03 P/E (TTM): 29.26X Cap: $65.20B
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• Ulta Beauty Inc. (ULTA $542.65)
  • $542.65 P/E (TTM): 20.96X Cap: $23.73B
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• Academy Sports and Outdoors Inc. (ASO $59.07)
  • $59.07 P/E (TTM): 10.5X Cap: $3.69B
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Q: 1)Would you be comfortable switching out Nike for Ulta beauty today?

2)which do you prefer between Ulta beauty and Academy Sports and outdoor for a long term hold?

Upvote 0

Read Answer Asked by Timothy on July 03, 2024

• Super Micro Computer Inc. (SMCI $22.05)
  • $22.05 P/E (TTM): 17.07X Cap: $13.90B
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Q: Can you comment on what may explain the jerkiness of this stock? It goes up and down in dramatic moves. Any idea as to what may explain the high volatility? Thank you.

Jason

Upvote 5

Read Answer Asked by Jason on July 02, 2024

• AutoZone Inc. (AZO $3,438.35)
  • $3,438.35 P/E (TTM): 29.54X Cap: $56.65B
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• Ulta Beauty Inc. (ULTA $542.65)
  • $542.65 P/E (TTM): 20.96X Cap: $23.73B
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• Ares Management Corporation Class A (ARES $102.83)
  • $102.83 P/E (TTM): 59.9X Cap: $33.74B
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• Old Dominion Freight Line Inc. (ODFL $202.18)
  • $202.18 P/E (TTM): 40.91X Cap: $41.60B
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• Celsius Holdings Inc. (CELH $36.13)
  • $36.13 P/E (TTM): 136.32X Cap: $9.28B
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Q: I have some USD cash from selling USD tech stocks. I still hold quite a few US tech stocks.
I would like to purchase some non-tech US companies for a long-term 5+ year hold.
Can you please recommend good non-tech US companies for me to consider buying?

Upvote 6

Read Answer Asked by STEVEN on July 02, 2024

• Visa Inc. (V $303.33)
  • $303.33 P/E (TTM): 28.24X Cap: $576.33B
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Q: Do you think now is a good time to buy Visa? Or do you think there is more downside given the recent Supreme Court ruling on the antitrust litigation?

Upvote 4

Read Answer Asked by Merrilyn on July 02, 2024

Q: What do you think of Oliveda International Inc. OLVI? Growth is spectacular, beta is negative?

Upvote 1

Read Answer Asked by Graeme on July 02, 2024

• Intel Corporation (INTC $50.78)
  • $50.78 Cap: $252.57B
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Q: Hi,
I'm curious about a listing for Intel on the CBOE Canada (formerly NEO) exchange. Can you please tell me if it is the economic equivalent of INTC on the NASDAQ, and can it be bought in a Canadian dollar RRSP account? Are there currency implications an investor should be aware of?
Thank you very much. Michael

Upvote 1

Read Answer Asked by Michael on July 02, 2024

Q: There is a very new US ETF out which ,I believe has the ticker YMAX. It claims able to achieve a 40% yield ! What’s going on here ? Is this possible ? How safe is this product. I am very sceptical. I might as well sell everything and just hold this ETF (not). Thanks. Derek.

Upvote 3

Read Answer Asked by Derek on July 02, 2024

• NVIDIA Corporation (NVDA $177.64)
  • $177.64 P/E (TTM): 36.2X Cap: $4.31T
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Q: Nvidia (Nasdaq:NVDA) disclosed a hefty position in artificial intelligence (AI) company SoundHound AI (NASDAQ: SOUN).

Your opinion on SOUN. Maybe buy some or not?

Thank you.

Upvote 1

Read Answer Asked by Ross on July 02, 2024

• Nike Inc. (NKE $44.03)
  • $44.03 P/E (TTM): 29.26X Cap: $65.20B
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Q: Love to get your updated on NKE's quarter and the dropping stock (now below $90 USD) as a value play. Also, what happens to NKE stock during consumer spending recessions from the past, as all signs seem to be pointing that way for back half of 2024 and into 2025. Do you see further drops?

Upvote 1

Read Answer Asked by Thomas on June 28, 2024

• Invesco S&P 500 Equal Weight Index ETF (EQL $40.95)
  • $40.95 P/E (TTM): 19.95X Cap: $1.61B
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Q: If you had new money to invest, would you put it into an equal weighted S&P 500 ETF or a cap weighted one? Can you recommend an equal weighted S&P 500 ETF that trades in CAD?

Upvote 5

Read Answer Asked by Mary on June 28, 2024

Q: Good morning,

I would like your opinion on these two ETF

Thanks

Carl

Upvote 1

Read Answer Asked by Carl on June 28, 2024

• Philip Morris International Inc (PM $160.34)
  • $160.34 P/E (TTM): 21.78X Cap: $249.59B
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• Enbridge Inc. (ENB $74.78)
  • $74.78 P/E (TTM): 22.99X Cap: $163.19B
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• TMX Group Limited (X $49.58)
  • $49.58 P/E (TTM): 33.3X Cap: $13.79B
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• North West Company Inc. (The) (NWC $54.07)
  • $54.07 P/E (TTM): 18.46X Cap: $2.57B
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• British American Tobacco p.l.c. (BTI $58.71)
  • $58.71 P/E (TTM): 32.4X Cap: $126.93B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.57)
  • $61.57 P/E (TTM): 30.33X Cap: $100.86B
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Q: I have some weak spots in my income portfolio; Magna, Telus, the REITS (CAR and GRT) and IBM.

Any suggestions on what to replace them with, or just stay the course?

Upvote 13

Read Answer Asked by Gregory on June 28, 2024