Investment Q&A

• ASML Holding N.V. (ASML $1,424.90)
  • $1,424.90 P/E (TTM): 61.56X Cap: $553.19B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $365.47)
  • $365.47 P/E (TTM): 51.45X Cap: $1.90T
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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 $177.52)
  • $177.52 P/E (TTM): 33.94X Cap: $28.62B
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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 $344.03)
  • $344.03 P/E (TTM): 22.5X Cap: $93.99B
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• GE Aerospace (GE $328.62)
  • $328.62 P/E (TTM): 38.75X Cap: $330.80B
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• Lockheed Martin Corporation (LMT $651.56)
  • $651.56 P/E (TTM): 30.37X Cap: $150.14B
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• Northrop Grumman Corporation (NOC $705.79)
  • $705.79 P/E (TTM): 24.16X Cap: $99.70B
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• Franco-Nevada Corporation (FNV $339.45)
  • $339.45 P/E (TTM): 53.1X Cap: $66.29B
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• Tourmaline Oil Corp. (TOU $61.25)
  • $61.25 P/E (TTM): 17.71X Cap: $23.91B
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• Barrick Mining Corporation (ABX $63.91)
  • $63.91 P/E (TTM): 16.42X Cap: $109.43B
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• AeroVironment Inc. (AVAV $264.74)
  • $264.74 Cap: $12.17B
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• Texas Pacific Land Corporation (TPL $426.11)
  • $426.11 P/E (TTM): 62.64X Cap: $29.80B
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• RTX Corporation (RTX $204.16)
  • $204.16 P/E (TTM): 40.33X Cap: $268.53B
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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 $4,160.31)
  • $4,160.31 P/E (TTM): 26.97X Cap: $133.46B
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• Constellation Software Inc. (CSU $2,270.00)
  • $2,270.00 P/E (TTM): 55.25X Cap: $49.94B
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• Dollarama Inc. (DOL $190.83)
  • $190.83 P/E (TTM): 40.37X Cap: $52.05B
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• TFI International Inc. (TFII $164.28)
  • $164.28 P/E (TTM): 31.38X Cap: $13.46B
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• Alimentation Couche-Tard Inc. (ATD $83.11)
  • $83.11 P/E (TTM): 22.46X Cap: $77.63B
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• Berkshire Hathaway Inc. (BRK.B $504.22)
  • $504.22 P/E (TTM): 15.91X Cap: $1.08T
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• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.69B
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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 $260.14)
  • $260.14 P/E (TTM): 15.81X Cap: $108.35B
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• Alphabet Inc. (GOOG $303.20)
  • $303.20 P/E (TTM): 28.31X Cap: $3.69T
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• Microsoft Corporation (MSFT $396.93)
  • $396.93 P/E (TTM): 25.1X Cap: $2.98T
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• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 45.36X Cap: $4.44T
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• Booking Holdings Inc. (BKNG $4,160.31)
  • $4,160.31 P/E (TTM): 26.97X Cap: $133.46B
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• Tractor Supply Company (TSCO $52.51)
  • $52.51 P/E (TTM): 26.47X Cap: $29.07B
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• UnitedHealth Group Incorporated (DE) (UNH $291.39)
  • $291.39 P/E (TTM): 15.29X Cap: $265.58B
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• Visa Inc. (V $319.18)
  • $319.18 P/E (TTM): 29.49X Cap: $601.78B
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• Toronto-Dominion Bank (The) (TD $130.44)
  • $130.44 P/E (TTM): 11.11X Cap: $221.81B
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• Bank of Nova Scotia (The) (BNS $103.97)
  • $103.97 P/E (TTM): 25.35X Cap: $128.08B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.72)
  • $99.72 P/E (TTM): 13.61X Cap: $21.80B
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• Constellation Software Inc. (CSU $2,270.00)
  • $2,270.00 P/E (TTM): 55.25X Cap: $49.94B
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• Dollarama Inc. (DOL $190.83)
  • $190.83 P/E (TTM): 40.37X Cap: $52.05B
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• Intact Financial Corporation (IFC $262.10)
  • $262.10 P/E (TTM): 19.04X Cap: $46.73B
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• TMX Group Limited (X $44.76)
  • $44.76 P/E (TTM): 30.42X Cap: $12.60B
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• Thomson Reuters Corporation (TRI $113.73)
  • $113.73 P/E (TTM): 22.43X Cap: $52.69B
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• Alimentation Couche-Tard Inc. (ATD $83.11)
  • $83.11 P/E (TTM): 22.46X Cap: $77.63B
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• Hydro One Limited (H $57.50)
  • $57.50 P/E (TTM): 26.06X Cap: $33.86B
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• Old Dominion Freight Line Inc. (ODFL $193.95)
  • $193.95 P/E (TTM): 38.88X Cap: $40.66B
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• Berkshire Hathaway Inc. (BRK.B $504.22)
  • $504.22 P/E (TTM): 15.91X Cap: $1.08T
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.57)
  • $65.57 P/E (TTM): 95.84X Cap: $146.08B
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Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Upvote 65

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 $81.44)
  • $81.44 P/E (TTM): 35.21X Cap: $63.62B
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• Amplify Cybersecurity ETF (HACK $76.37)
  • $76.37 P/E (TTM): 36.01X Cap: $1.97B
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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 $30.66)
  • $30.66 P/E (TTM): 22.46X Cap: $18.29B
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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 $186.03)
  • $186.03 P/E (TTM): 45.36X Cap: $4.44T
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• Super Micro Computer Inc. (SMCI $30.66)
  • $30.66 P/E (TTM): 22.46X Cap: $18.29B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $365.47)
  • $365.47 P/E (TTM): 51.45X Cap: $1.90T
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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 $2.46)
  • $2.46 Cap: $224M
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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 2

Read Answer Asked by Marc on April 19, 2024

• Vanguard S&P 500 ETF (VOO $629.21)
  • $629.21 P/E (TTM): 25.69X Cap: $838.96B
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• State Street SPDR S&P 500 ETF Trust (SPY $684.20)
  • $684.20 P/E (TTM): 26.17X Cap: $702.53B
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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 $186.03)
  • $186.03 P/E (TTM): 45.36X Cap: $4.44T
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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
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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 $18.45)
  • $18.45 Cap: $8.08B
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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 $30.66)
  • $30.66 P/E (TTM): 22.46X Cap: $18.29B
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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 $423.43)
  • $423.43 P/E (TTM): 42.07X Cap: $12.44B
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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

• Adobe Inc. (ADBE $260.14)
  • $260.14 P/E (TTM): 15.81X Cap: $108.35B
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• Amazon.com Inc. (AMZN $201.26)
  • $201.26 P/E (TTM): 27.73X Cap: $2.13T
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• Meta Platforms Inc. (META $640.61)
  • $640.61 P/E (TTM): 27.24X Cap: $1.61T
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• Alphabet Inc. (GOOGL $302.70)
  • $302.70 P/E (TTM): 28.28X Cap: $3.69T
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• Microsoft Corporation (MSFT $396.93)
  • $396.93 P/E (TTM): 25.1X Cap: $2.98T
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• Booking Holdings Inc. (BKNG $4,160.31)
  • $4,160.31 P/E (TTM): 26.97X Cap: $133.46B
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• Visa Inc. (V $319.18)
  • $319.18 P/E (TTM): 29.49X Cap: $601.78B
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Q: hi, can I get your picks ( 5 or so?) of US large cap (and/or larger mid-cap) growth stocks that you like for longer term buys with equal or better prospects than GOOGL and META. cheers, Chris

Upvote 14

Read Answer Asked by chris on April 19, 2024

• Intuitive Surgical Inc. (ISRG $493.26)
  • $493.26 P/E (TTM): 61.73X Cap: $172.53B
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• Abbott Laboratories (ABT $112.07)
  • $112.07 P/E (TTM): 14.14X Cap: $195.93B
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• Danaher Corporation (DHR $205.44)
  • $205.44 P/E (TTM): 43.74X Cap: $150.15B
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• Eli Lilly and Company (LLY $1,044.38)
  • $1,044.38 P/E (TTM): 45.32X Cap: $981.09B
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• UnitedHealth Group Incorporated (DE) (UNH $291.39)
  • $291.39 P/E (TTM): 15.29X Cap: $265.58B
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• Novo Nordisk A/S (NVO $49.76)
  • $49.76 P/E (TTM): 13.78X Cap: $363.68B
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• iShares Global Healthcare ETF (IXJ $101.32)
  • $101.32 P/E (TTM): 26.69X Cap: $4.57B
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• Align Technology Inc. (ALGN $187.70)
  • $187.70 P/E (TTM): 36.13X Cap: $13.40B
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• State Street Health Care Select Sector SPDR ETF (XLV $157.84)
  • $157.84 P/E (TTM): 23.97X Cap: $41.67B
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• iShares U.S. Healthcare ETF (IYH $65.91)
  • $65.91 P/E (TTM): 23.71X Cap: $3.34B
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Q: Please recommend a few health care investments.

Upvote 6

Read Answer Asked by Susan on April 19, 2024

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $67.94)
  • $67.94 P/E (TTM): 14.12X Cap: $385M
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• iShares Global Consumer Staples ETF (KXI $72.45)
  • $72.45 P/E (TTM): 27.81X Cap: $1.03B
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Q: I own a variety of dividend ETFs , only utilities ETF and reit ETF are at a loss actually (5-9%), reits ETF being the lowest.
Is it a good time to "add on" in those 2 sectors and if not, what sectors for a revenue objective would be the safest considering the volatile markets and numerous world uncertainties ??

Upvote 2

Read Answer Asked by Jean-Yves on April 19, 2024

• Intuitive Surgical Inc. (ISRG $493.26)
  • $493.26 P/E (TTM): 61.73X Cap: $172.53B
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• Vertex Pharmaceuticals Incorporated (VRTX $477.74)
  • $477.74 P/E (TTM): 32.14X Cap: $124.69B
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• Danaher Corporation (DHR $205.44)
  • $205.44 P/E (TTM): 43.74X Cap: $150.15B
  • View DHR Profile
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• Johnson & Johnson (JNJ $243.45)
  • $243.45 P/E (TTM): 22.07X Cap: $586.68B
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• Eli Lilly and Company (LLY $1,044.38)
  • $1,044.38 P/E (TTM): 45.32X Cap: $981.09B
  • View LLY Profile
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• Align Technology Inc. (ALGN $187.70)
  • $187.70 P/E (TTM): 36.13X Cap: $13.40B
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Q: I've held JNJ for over 15 years based on my belief in the quality of their management. I'm feeling my trust may now be overly 'generous' and it may be time to move on, particularly now that the steadiness of consumer products is gone. I'm considering VRTX or another suggestion you could offer. I have full positions in TMO, SYK and UNH, highlighting my preference for quality.

Upvote 8

Read Answer Asked by Mike on April 19, 2024