Investment Q&A

• General Dynamics Corporation (GD $351.18)
  • $351.18 P/E (TTM): 22.59X Cap: $94.95B
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• GE Aerospace (GE $345.64)
  • $345.64 P/E (TTM): 41.64X Cap: $362.51B
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• Lockheed Martin Corporation (LMT $664.43)
  • $664.43 P/E (TTM): 30.74X Cap: $152.87B
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• Northrop Grumman Corporation (NOC $727.73)
  • $727.73 P/E (TTM): 24.94X Cap: $103.28B
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• Franco-Nevada Corporation (FNV $374.47)
  • $374.47 P/E (TTM): 57.31X Cap: $72.18B
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• Tourmaline Oil Corp. (TOU $62.76)
  • $62.76 P/E (TTM): 17.98X Cap: $24.28B
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• Barrick Mining Corporation (ABX $68.15)
  • $68.15 P/E (TTM): 16.99X Cap: $114.17B
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• AeroVironment Inc. (AVAV $262.25)
  • $262.25 Cap: $13.09B
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• Texas Pacific Land Corporation (TPL $531.95)
  • $531.95 P/E (TTM): 72.07X Cap: $36.67B
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• RTX Corporation (RTX $198.46)
  • $198.46 P/E (TTM): 40.71X Cap: $266.39B
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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 $4,068.56)
  • $4,068.56 P/E (TTM): 23.3X Cap: $128.86B
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• Constellation Software Inc. (CSU $2,368.45)
  • $2,368.45 P/E (TTM): 56.43X Cap: $50.19B
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• Dollarama Inc. (DOL $196.37)
  • $196.37 P/E (TTM): 41.55X Cap: $53.76B
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• TFI International Inc. (TFII $159.79)
  • $159.79 P/E (TTM): 40.73X Cap: $13.12B
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• Alimentation Couche-Tard Inc. (ATD $84.36)
  • $84.36 P/E (TTM): 22.84X Cap: $78.09B
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• Berkshire Hathaway Inc. (BRK.B $494.51)
  • $494.51 P/E (TTM): 15.8X Cap: $1.06T
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• Lumine Group Inc. (LMN $18.92)
  • $18.92 P/E (TTM): 74.82X Cap: $4.85B
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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 $255.17)
  • $255.17 P/E (TTM): 14.77X Cap: $104.74B
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• Alphabet Inc. (GOOG $310.92)
  • $310.92 P/E (TTM): 28.83X Cap: $3.76T
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• Microsoft Corporation (MSFT $389.00)
  • $389.00 P/E (TTM): 24.04X Cap: $2.88T
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• NVIDIA Corporation (NVDA $192.85)
  • $192.85 P/E (TTM): 47.53X Cap: $4.68T
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• Booking Holdings Inc. (BKNG $4,068.56)
  • $4,068.56 P/E (TTM): 23.3X Cap: $128.86B
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• Tractor Supply Company (TSCO $53.27)
  • $53.27 P/E (TTM): 26.16X Cap: $28.03B
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• UnitedHealth Group Incorporated (DE) (UNH $273.95)
  • $273.95 P/E (TTM): 14.73X Cap: $248.15B
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• Visa Inc. (V $307.22)
  • $307.22 P/E (TTM): 28.78X Cap: $588.63B
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• Toronto-Dominion Bank (The) (TD $130.33)
  • $130.33 P/E (TTM): 11.22X Cap: $222.49B
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• Bank of Nova Scotia (The) (BNS $103.32)
  • $103.32 P/E (TTM): 25.56X Cap: $128.28B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $96.76)
  • $96.76 P/E (TTM): 13.09X Cap: $20.77B
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• Constellation Software Inc. (CSU $2,368.45)
  • $2,368.45 P/E (TTM): 56.43X Cap: $50.19B
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• Dollarama Inc. (DOL $196.37)
  • $196.37 P/E (TTM): 41.55X Cap: $53.76B
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• Intact Financial Corporation (IFC $260.88)
  • $260.88 P/E (TTM): 18.73X Cap: $46.32B
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• TMX Group Limited (X $46.41)
  • $46.41 P/E (TTM): 31.09X Cap: $12.91B
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• Thomson Reuters Corporation (TRI $123.45)
  • $123.45 P/E (TTM): 20.99X Cap: $54.91B
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• Alimentation Couche-Tard Inc. (ATD $84.36)
  • $84.36 P/E (TTM): 22.84X Cap: $78.09B
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• Hydro One Limited (H $57.94)
  • $57.94 P/E (TTM): 26.6X Cap: $34.75B
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• Old Dominion Freight Line Inc. (ODFL $196.70)
  • $196.70 P/E (TTM): 39.01X Cap: $40.52B
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• Berkshire Hathaway Inc. (BRK.B $494.51)
  • $494.51 P/E (TTM): 15.8X Cap: $1.06T
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.66)
  • $61.66 P/E (TTM): 88.8X Cap: $138.44B
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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 $75.23)
  • $75.23 P/E (TTM): 31.11X Cap: $55.94B
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• Amplify Cybersecurity ETF (HACK $71.24)
  • $71.24 P/E (TTM): 36.01X Cap: $1.80B
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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 $31.13)
  • $31.13 P/E (TTM): 22.58X Cap: $18.64B
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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 $192.85)
  • $192.85 P/E (TTM): 47.53X Cap: $4.68T
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• Super Micro Computer Inc. (SMCI $31.13)
  • $31.13 P/E (TTM): 22.58X Cap: $18.64B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $385.75)
  • $385.75 P/E (TTM): 52.03X Cap: $2T
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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 $2.21)
  • $2.21 Cap: $221M
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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 $632.21)
  • $632.21 P/E (TTM): 25.69X Cap: $836.82B
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• State Street SPDR S&P 500 ETF Trust (SPY $687.35)
  • $687.35 P/E (TTM): 26.17X Cap: $698.67B
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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 $192.85)
  • $192.85 P/E (TTM): 47.53X Cap: $4.68T
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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
Undo Upvote IconUndo Upvote
2
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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 $18.29)
  • $18.29 Cap: $7.91B
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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 $31.13)
  • $31.13 P/E (TTM): 22.58X Cap: $18.64B
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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 $428.58)
  • $428.58 P/E (TTM): 41.37X Cap: $11.94B
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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 $255.17)
  • $255.17 P/E (TTM): 14.77X Cap: $104.74B
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• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 28.63X Cap: $2.23T
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• Meta Platforms Inc. (META $639.30)
  • $639.30 P/E (TTM): 27.13X Cap: $1.61T
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• Alphabet Inc. (GOOGL $310.90)
  • $310.90 P/E (TTM): 28.81X Cap: $3.76T
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• Microsoft Corporation (MSFT $389.00)
  • $389.00 P/E (TTM): 24.04X Cap: $2.88T
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• Booking Holdings Inc. (BKNG $4,068.56)
  • $4,068.56 P/E (TTM): 23.3X Cap: $128.86B
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• Visa Inc. (V $307.22)
  • $307.22 P/E (TTM): 28.78X Cap: $588.63B
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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 $494.02)
  • $494.02 P/E (TTM): 62.53X Cap: $175.44B
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• Abbott Laboratories (ABT $114.58)
  • $114.58 P/E (TTM): 14.47X Cap: $199.10B
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• Danaher Corporation (DHR $209.19)
  • $209.19 P/E (TTM): 43.4X Cap: $147.76B
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• Eli Lilly and Company (LLY $1,042.15)
  • $1,042.15 P/E (TTM): 46.12X Cap: $983.11B
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• UnitedHealth Group Incorporated (DE) (UNH $273.95)
  • $273.95 P/E (TTM): 14.73X Cap: $248.15B
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• Novo Nordisk A/S (NVO $38.59)
  • $38.59 P/E (TTM): 13.18X Cap: $363.68B
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• iShares Global Healthcare ETF (IXJ $100.66)
  • $100.66 P/E (TTM): 26.69X Cap: $4.56B
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• Align Technology Inc. (ALGN $185.53)
  • $185.53 P/E (TTM): 35.06X Cap: $13.31B
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• State Street Health Care Select Sector SPDR ETF (XLV $157.87)
  • $157.87 P/E (TTM): 23.97X Cap: $41.85B
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• iShares U.S. Healthcare ETF (IYH $66.02)
  • $66.02 P/E (TTM): 23.71X Cap: $3.41B
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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 $68.13)
  • $68.13 P/E (TTM): 14.12X Cap: $390M
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• iShares Global Consumer Staples ETF (KXI $73.39)
  • $73.39 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 $494.02)
  • $494.02 P/E (TTM): 62.53X Cap: $175.44B
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• Vertex Pharmaceuticals Incorporated (VRTX $487.43)
  • $487.43 P/E (TTM): 31.46X Cap: $123.82B
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• Danaher Corporation (DHR $209.19)
  • $209.19 P/E (TTM): 43.4X Cap: $147.76B
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• Johnson & Johnson (JNJ $246.28)
  • $246.28 P/E (TTM): 22.29X Cap: $593.50B
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• Eli Lilly and Company (LLY $1,042.15)
  • $1,042.15 P/E (TTM): 46.12X Cap: $983.11B
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• Align Technology Inc. (ALGN $185.53)
  • $185.53 P/E (TTM): 35.06X Cap: $13.31B
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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

• Arm Holdings plc (ARM $128.14)
  • $128.14 P/E (TTM): 167.44X Cap: $135.73B
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Q: I have held ARM since the beginning of the year. For the last month it has fallen 20%. I decided that I would add another half position to it on 04-17. Once the market opened it was in the $122 area and slightly moved up and then pulled back and I bought it for $122. Over the next hour I watched it fall to $109. Should I have got out of it once it started to fall fairly rapidly as opposed to sitting there and watching it fall? Thanks again for your professional knowledge.

Upvote 1

Read Answer Asked by Dennis on April 19, 2024

• Fortinet Inc. (FTNT $75.23)
  • $75.23 P/E (TTM): 31.11X Cap: $55.94B
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• Palo Alto Networks Inc. (PANW $141.67)
  • $141.67 P/E (TTM): 79.64X Cap: $115.60B
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• Zscaler Inc. (ZS $149.36)
  • $149.36 Cap: $23.81B
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• Tenable Holdings Inc. (TENB $18.29)
  • $18.29 Cap: $2.37B
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• Qualys Inc. (QLYS $86.83)
  • $86.83 P/E (TTM): 16.79X Cap: $3.09B
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• CrowdStrike Holdings Inc. (CRWD $350.25)
  • $350.25 Cap: $88.29B
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Q: Hello Team,

How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?

What is a good entry for each? Thank you!

Upvote 10

Read Answer Asked by James on April 18, 2024