Investment Q&A

• Amazon.com Inc. (AMZN $217.14)
  • $217.14 P/E (TTM): 31.43X Cap: $2.38T
  • View AMZN Profile
  • View Questions on AMZN
• Lowe's Companies Inc. (LOW $228.43)
  • $228.43 P/E (TTM): 18.01X Cap: $128.09B
  • View LOW Profile
  • View Questions on LOW
• Nike Inc. (NKE $61.43)
  • $61.43 P/E (TTM): 32.05X Cap: $92.59B
  • View NKE Profile
  • View Questions on NKE
• Walmart Inc. (WMT $107.11)
  • $107.11 P/E (TTM): 38.12X Cap: $802.14B
  • View WMT Profile
  • View Questions on WMT
• BRP Inc. Subordinate Voting Shares (DOO $87.73)
  • $87.73 Cap: $6.34B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $64.40)
  • $64.40 P/E (TTM): 12.99X Cap: $18.14B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $140.78)
  • $140.78 Cap: $4.86B
  • View LVMUY Profile
  • View Questions on LVMUY

Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable

Upvote 0

Read Answer Asked by sam on August 15, 2023

• Alphabet Inc. (GOOG $289.98)
  • $289.98 P/E (TTM): 28.13X Cap: $3.53T
  • View GOOG Profile
  • View Questions on GOOG

Q: Is it timely to buy Goog? Ai is the big game nowadays.What is a good entry point?.Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on August 15, 2023

• Super Micro Computer Inc. (SMCI $31.56)
  • $31.56 P/E (TTM): 27.48X Cap: $20.13B
  • View SMCI Profile
  • View Questions on SMCI

Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

Upvote 0

Read Answer Asked by Michael on August 15, 2023

• Celsius Holdings Inc. (CELH $39.21)
  • $39.21 P/E (TTM): 369.45X Cap: $10.10B
  • View CELH Profile
  • View Questions on CELH

Q: Much appreciated for Celsius , Still feels like so much potential . How its Valuation ?
Monster has so much marketshare . Thoughts ?

Greg

Upvote 0

Read Answer Asked by Greg on August 14, 2023

• AbbVie Inc. (ABBV $229.45)
  • $229.45 P/E (TTM): 111.9X Cap: $411.64B
  • View ABBV Profile
  • View Questions on ABBV
• American Tower Corporation (REIT) (AMT $179.12)
  • $179.12 P/E (TTM): 28.96X Cap: $84.50B
  • View AMT Profile
  • View Questions on AMT
• Philip Morris International Inc (PM $155.65)
  • $155.65 P/E (TTM): 28.18X Cap: $242.29B
  • View PM Profile
  • View Questions on PM
• Bank of Nova Scotia (The) (BNS $93.59)
  • $93.59 P/E (TTM): 18.23X Cap: $116.19B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $68.13)
  • $68.13 P/E (TTM): 25.82X Cap: $149.17B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Brookfield Renewable Partners L.P. (BEP.UN $40.22)
  • $40.22 Cap: $26.43B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• North West Company Inc. (The) (NWC $48.11)
  • $48.11 P/E (TTM): 16.94X Cap: $2.29B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Exchange Income Corporation (EIF $76.99)
  • $76.99 P/E (TTM): 28.51X Cap: $4.23B
  • View EIF Profile
  • View Questions on EIF
• Blackstone Inc. (BX $138.42)
  • $138.42 P/E (TTM): 39.12X Cap: $102.21B
  • View BX Profile
  • View Questions on BX
• Extra Space Storage Inc (EXR $128.81)
  • $128.81 P/E (TTM): 29.16X Cap: $27.46B
  • View EXR Profile
  • View Questions on EXR
• Permian Basin Royalty Trust (PBT $18.17)
  • $18.17 P/E (TTM): 56.14X Cap: $952M
  • View PBT Profile
  • View Questions on PBT
• British American Tobacco p.l.c. (BTI $54.75)
  • $54.75 P/E (TTM): 30.35X Cap: $119.32B
  • View BTI Profile
  • View Questions on BTI
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.74)
  • $70.74 P/E (TTM): 30.89X Cap: $113.94B
  • View BAM Profile
  • View Questions on BAM

Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!

Upvote 0

Read Answer Asked by Richard on August 14, 2023

• GameStop Corporation (GME $19.94)
  • $19.94 P/E (TTM): 25.62X Cap: $10.05B
  • View GME Profile
  • View Questions on GME

Q: This one is all over the place over the last few months, I am thinking of taking a chance on this. Any opinion on where it is going
Thanks

JIm

Upvote 0

Read Answer Asked by Jim on August 14, 2023

• Pliant Therapeutics Inc. (PLRX $1.56)
  • $1.56 Cap: $92M
  • View PLRX Profile
  • View Questions on PLRX

Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and looking forward for the stock and the market they serve. Thank you

Upvote 0

Read Answer Asked by James on August 14, 2023

• Crocs Inc. (CROX $78.51)
  • $78.51 P/E (TTM): 25.27X Cap: $4.11B
  • View CROX Profile
  • View Questions on CROX

Q: Since January, excluding a couple of spikes, crocs share price has been heading down. From a momentum perspective, would you see this as a sell signal? Thanks

Upvote 0

Read Answer Asked by Martin on August 14, 2023

• Valero Energy Corporation (VLO $170.82)
  • $170.82 P/E (TTM): 37.92X Cap: $54.65B
  • View VLO Profile
  • View Questions on VLO

Q: Good day may I have your thoughts on VLO
Again thanks

Upvote 0

Read Answer Asked by George on August 14, 2023

• Alphabet Inc. (GOOG $289.98)
  • $289.98 P/E (TTM): 28.13X Cap: $3.53T
  • View GOOG Profile
  • View Questions on GOOG
• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

Upvote 0

Read Answer Asked by Neil on August 14, 2023

• American Tower Corporation (REIT) (AMT $179.12)
  • $179.12 P/E (TTM): 28.96X Cap: $84.50B
  • View AMT Profile
  • View Questions on AMT
• General Motors Company (GM $68.04)
  • $68.04 P/E (TTM): 13.09X Cap: $65.21B
  • View GM Profile
  • View Questions on GM
• International Paper Company (IP $35.60)
  • $35.60 Cap: $18.79B
  • View IP Profile
  • View Questions on IP
• Marathon Petroleum Corporation (MPC $187.87)
  • $187.87 P/E (TTM): 28.97X Cap: $56.47B
  • View MPC Profile
  • View Questions on MPC
• Steel Dynamics Inc. (STLD $153.11)
  • $153.11 P/E (TTM): 20.37X Cap: $22.64B
  • View STLD Profile
  • View Questions on STLD
• U-Haul Holding Co Com (UHAL $49.21)
  • $49.21 P/E (TTM): 75.13X Cap: $9.68B
  • View UHAL Profile
  • View Questions on UHAL

Q: Name 5 US and 5 Canadian stocks which are severely undervalued with room to shine in 3-5 years.

Is AMT such a company?

Upvote 1

Read Answer Asked by V on August 14, 2023

• Copart Inc. (CPRT $41.02)
  • $41.02 P/E (TTM): 27.18X Cap: $39.69B
  • View CPRT Profile
  • View Questions on CPRT

Q: Hi,
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $16.64)
  • $16.64 Cap: $1.44B
  • View METC Profile
  • View Questions on METC

Q: Given the Q2 earnings that 'missed' badly'would you avoid Ramaco stock or is there still some potential. If so, at what price range would you consider it a 'buy'?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on August 11, 2023

• BlackLine Inc. (BL $53.49)
  • $53.49 P/E (TTM): 48.84X Cap: $3.18B
  • View BL Profile
  • View Questions on BL

Q: Please comment on Q results released on Aug 8.One source said Eps beat estimates,while one say no. Please clarify.Today dropped 6.76% to $48.93.Any reason?Add,Hold or Sell Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 11, 2023

Q: What are the long time prospects for NRIX

Upvote 0

Read Answer Asked by Thomas on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $7.91)
  • $7.91 Cap: $184M
  • View CHPT Profile
  • View Questions on CHPT

Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.

Upvote 0

Read Answer Asked by Toge on August 11, 2023

• Salesforce Inc. (CRM $225.37)
  • $225.37 P/E (TTM): 33.94X Cap: $214.55B
  • View CRM Profile
  • View Questions on CRM

Q: CRM's share price has tumbled a bit in the last few days...any news or explanation for what is going on?


Thank you fro your excellent assistance

Upvote 0

Read Answer Asked by Leonard on August 11, 2023

• Illumina Inc. (ILMN $119.26)
  • $119.26 P/E (TTM): 28.1X Cap: $18.35B
  • View ILMN Profile
  • View Questions on ILMN

Q: Good morning 5i,

Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?

Thank you,

Upvote 0

Read Answer Asked by Doris on August 10, 2023

• AbbVie Inc. (ABBV $229.45)
  • $229.45 P/E (TTM): 111.9X Cap: $411.64B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $203.07)
  • $203.07 P/E (TTM): 19.31X Cap: $489.06B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,043.29)
  • $1,043.29 P/E (TTM): 50.39X Cap: $992.27B
  • View LLY Profile
  • View Questions on LLY
• Thermo Fisher Scientific Inc (TMO $572.74)
  • $572.74 P/E (TTM): 33.28X Cap: $215.57B
  • View TMO Profile
  • View Questions on TMO
• UnitedHealth Group Incorporated (DE) (UNH $311.54)
  • $311.54 P/E (TTM): 16.36X Cap: $279.98B
  • View UNH Profile
  • View Questions on UNH
• Novo Nordisk A/S (NVO $47.60)
  • $47.60 P/E (TTM): 13.54X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• iShares U.S. Medical Devices ETF (IHI $61.14)
  • $61.14 P/E (TTM): 27.92X Cap: $4.11B
  • View IHI Profile
  • View Questions on IHI
• iShares U.S. Healthcare Providers ETF (IHF $46.71)
  • $46.71 P/E (TTM): 17.62X Cap: $746M
  • View IHF Profile
  • View Questions on IHF

Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?

Upvote 0

Read Answer Asked by Rachel on August 10, 2023

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X Cap: $168M
  • View CTG Profile
  • View Questions on CTG

Q: Any thoughts on the announced buyout on CTG? This was a Contra the Heard purchase from WAY back and I'm considering just selling now as it is trading $0.30 below the $10.50 buyout price.

Any feel if another offer may surface? Thanks.

Upvote 0

Read Answer Asked by Mike on August 10, 2023