Investment Q&A

• Apple Inc. (AAPL $268.56)
  • $268.56 P/E (TTM): 35.75X Cap: $3.96T
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• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 32.89X Cap: $2.37T
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• The Walt Disney Company (DIS $104.67)
  • $104.67 P/E (TTM): 15.52X Cap: $186.86B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.36)
  • $205.36 P/E (TTM): 78.92X Cap: $255.46B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.00)
  • $28.00 P/E (TTM): 16.13X Cap: $658M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $167.68)
  • $167.68 P/E (TTM): 22.86X Cap: $1.99B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $101.50)
  • $101.50 P/E (TTM): 41.79X Cap: $11.70B
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• Crocs Inc. (CROX $79.17)
  • $79.17 P/E (TTM): 25.13X Cap: $4.11B
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• Interactive Brokers Group Inc. (IBKR $64.56)
  • $64.56 P/E (TTM): 30.46X Cap: $28.75B
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• Celsius Holdings Inc. (CELH $41.20)
  • $41.20 P/E (TTM): 369.45X Cap: $10.62B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $128.49)
  • $128.49 P/E (TTM): 1028.7X Cap: $10.55B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?

Upvote 24

Read Answer Asked by sean on January 02, 2024

• Restaurant Brands International Inc. (QSR $95.37)
  • $95.37 P/E (TTM): 24.07X Cap: $43.32B
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• North West Company Inc. (The) (NWC $48.07)
  • $48.07 P/E (TTM): 16.94X Cap: $2.29B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.19)
  • $71.19 P/E (TTM): 30.76X Cap: $114.66B
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Q: I am planning towards retirement within 5- 10 years and would like to transition my TFSA from growth oriented to dividend paying stocks to supplement my income upon retirement.

Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you

Upvote 12

Read Answer Asked by Mario on December 29, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• StoneCo Ltd. (STNE $15.81)
  • $15.81 Cap: $4.29B
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• PagSeguro Digital Ltd. Class A (PAGS $9.91)
  • $9.91 Cap: $3.26B
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Q: How would you rank these in terms of their a) upward mobility
B) risk of bankruptcy/price decline
Thanks! Happy New Year
David

Upvote 4

Read Answer Asked by David on December 29, 2023

• Bank of Montreal ZC SP ETN REDEEM 08/01/2038 USD 50 (FNGS $69.55)
  • $69.55 Cap: $527M
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Q: Please help me understand what are Exchange Traded Notes? Is it OK to invest in this ETN for 3 to 5 years?

Thanks,

Upvote 6

Read Answer Asked by vipin on December 29, 2023

• ON Semiconductor Corporation (ON $46.12)
  • $46.12 P/E (TTM): 59.17X Cap: $18.55B
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Q: What is your opinion of ON semiconductor after its recent price drop. Is a screaming buy at these price levels. Thanks for your expertise.

Upvote 2

Read Answer Asked by Ian on December 29, 2023

• Moderna Inc. (MRNA $24.18)
  • $24.18 Cap: $9.44B
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• BioNTech SE (BNTX $101.43)
  • $101.43 Cap: $24.34B
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Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis

Upvote 2

Read Answer Asked by Ian on December 29, 2023

• Microsoft Corporation (MSFT $487.12)
  • $487.12 P/E (TTM): 36.09X Cap: $3.67T
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Q: In your opinion is Microsoft over valued at its current PE based on future growth projections. Would it be a buy now. Thanks as always.

Upvote 14

Read Answer Asked by Ian on December 29, 2023

• AutoZone Inc. (AZO $3,808.55)
  • $3,808.55 P/E (TTM): 33.07X Cap: $63.66B
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• Ulta Beauty Inc. (ULTA $497.41)
  • $497.41 P/E (TTM): 19.56X Cap: $22.74B
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• Crocs Inc. (CROX $79.17)
  • $79.17 P/E (TTM): 25.13X Cap: $4.11B
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• Interactive Brokers Group Inc. (IBKR $64.56)
  • $64.56 P/E (TTM): 30.46X Cap: $28.75B
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• Celsius Holdings Inc. (CELH $41.20)
  • $41.20 P/E (TTM): 369.45X Cap: $10.62B
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Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.

Enjoy the Holidays,

Jacques IDS

Upvote 20

Read Answer Asked by Jacques on December 28, 2023

• Brandywine Realty Trust (BDN $3.39)
  • $3.39 Cap: $606M
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Q: Could I please get your view of BDN. Thanks in advance.

Upvote 1

Read Answer Asked by John on December 27, 2023

• Dick's Sporting Goods Inc (DKS $207.04)
  • $207.04 P/E (TTM): 14.59X Cap: $17.32B
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Q: How do you feel about this going forward, they seem to own the athletic market in the USA, and have been around forever.
Thanks again

Upvote 2

Read Answer Asked by eugene on December 27, 2023

• PepsiCo Inc. (PEP $147.11)
  • $147.11 P/E (TTM): 28.1X Cap: $203.41B
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Q: What do you think if I start a long term position on PepsiCo now? Thanks and happy new year!

Upvote 2

Read Answer Asked by David on December 27, 2023

• Rocket Companies Inc. Class A (RKT $16.78)
  • $16.78 Cap: $48.01B
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Q: Hello 5i
Could I have your assessment of RKT please.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on December 23, 2023

• Alphabet Inc. (GOOG $292.99)
  • $292.99 P/E (TTM): 28.13X Cap: $3.53T
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Q: I have doubled on GOOG - now 12.5% of portfolio. P/E kind of high? hold or reduce?? Thanks Jim

Upvote 7

Read Answer Asked by jim on December 23, 2023

• Apple Inc. (AAPL $268.56)
  • $268.56 P/E (TTM): 35.75X Cap: $3.96T
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• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 32.89X Cap: $2.37T
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• Meta Platforms Inc. (META $590.32)
  • $590.32 P/E (TTM): 26.66X Cap: $1.50T
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• Alphabet Inc. (GOOGL $292.81)
  • $292.81 P/E (TTM): 28.06X Cap: $3.53T
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• Netflix Inc. (NFLX $110.00)
  • $110.00 P/E (TTM): 4.61X Cap: $483.43B
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• NVIDIA Corporation (NVDA $186.52)
  • $186.52 P/E (TTM): 53.16X Cap: $4.40T
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• Tesla Inc. (TSLA $403.99)
  • $403.99 P/E (TTM): 272.61X Cap: $1.34T
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• SPDR S&P 500 ETF Trust (SPY $662.63)
  • $662.63 P/E (TTM): 27.29X Cap: $683.52B
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• INVESCO QQQ Trust (QQQ $599.87)
  • $599.87 P/E (TTM): 36.04X Cap: $395.49B
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Q: Hi Peter,

From a risk-return perspective over the next five years, which is the better investment option? Purchasing an equal weighted investment in the magnificent seven, SPY, or QQQ? Please explain your rationale.

Thanks George

Upvote 11

Read Answer Asked by George on December 23, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $167.68)
  • $167.68 P/E (TTM): 22.86X Cap: $1.99B
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• Snap Inc. Class A (SNAP $8.03)
  • $8.03 Cap: $14.18B
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• Zoom Communications Inc. (ZM $80.71)
  • $80.71 P/E (TTM): 21.6X Cap: $24.15B
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• Uber Technologies Inc. (UBER $89.53)
  • $89.53 P/E (TTM): 15.69X Cap: $186.02B
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Q: Uber for quite some time has been stalling out in this $61.00 range. HPS has been stalling out in the $81.00 range. Could this go on for quite some time before it moves up, if it moves up? Meanwhile, on my radar 2 securities you are familiar with have been getting a lot of attention lately being ZM and SNAP. Would you recommend them? Wishing you the best of the season.

Upvote 5

Read Answer Asked by Dennis on December 22, 2023

• Estee Lauder Companies Inc. (The) (EL $85.91)
  • $85.91 Cap: $31.73B
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Q: Gentlemen:
Estee Lauder missed on their bet in China, but is now about one half of their high for the year. In your opinion, can they make a comeback in the next two years, or does it totally depend on the Chinese and world economies? Please provide your comments.
Thanks, Ben.

Upvote 2

Read Answer Asked by BEN on December 22, 2023

• ODDITY Tech Ltd. (ODD $37.16)
  • $37.16 Cap: $2.26B
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Q: Hello 5i,
Seasons greetings to Peter and your team!
The service you provide has been life changing for our family, thank you.
Could I have your assessment of Oddity(ODD) ?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on December 22, 2023

• NuScale Power Corporation Class A (SMR $21.13)
  • $21.13 Cap: $6.30B
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Q: SMR

Small Nuclear Reactors . Is company getting any orders. Sounds like a great idea for Small cities and Towns. or large Manufacturing Companies with large Power Demands or Bitcoin Stations What do you think ? RAK

Upvote 3

Read Answer Asked by bob on December 22, 2023

• Cognex Corporation (CGNX $36.10)
  • $36.10 P/E (TTM): 55.24X Cap: $6.05B
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Q: What is your outlook for CGNX? Is it truly the market leader in machine vision technology? Would you categorize it as a technology stock or an industrial stock?

Upvote 2

Read Answer Asked by David on December 22, 2023

• Nike Inc. (NKE $62.64)
  • $62.64 P/E (TTM): 32.26X Cap: $92.37B
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Q: Hello, would this be an opportune time to buy the dip at Nike for a long term hold and if so, why? Thanks and best wishes for Christmas and the New Year to all of you. Martin

Upvote 2

Read Answer Asked by Martin on December 22, 2023