Investment Q&A

• Intuitive Surgical Inc. (ISRG $523.99)
  • $523.99 P/E (TTM): 69.18X Cap: $186.39B
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Q: Wondering about a opinion on Cardlytics ? Start a position or add to ISRG ?

Many Thanks

Greg

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Read Answer Asked by Greg on August 15, 2023

• Dorchester Minerals L.P. (DMLP $24.56)
  • $24.56 P/E (TTM): 21.82X Cap: $1.14B
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Q: Can I get your thoughts on Dorchester Minerals? Thanks

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Read Answer Asked by Dave on August 15, 2023

• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.42X Cap: $3.98T
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• JPMorgan Chase & Co. (JPM $297.72)
  • $297.72 P/E (TTM): 14.95X Cap: $826.56B
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• Morgan Stanley (MS $179.00)
  • $179.00 P/E (TTM): 18.78X Cap: $290.92B
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Q: Hi

Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?

Carl

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Read Answer Asked by Carl on August 15, 2023

• iShares Core S&P Small-Cap ETF (IJR $128.09)
  • $128.09 P/E (TTM): 17.65X Cap: $95.47B
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Q: Is it true the companies in IJR small cap 600 are requred to be profitable and 45 % or the companies in the Russell 2000 are not profitable thus making IJR a safer and better investment, Is there a covered call etf similar to IJR? Thanks for your expertise.

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Read Answer Asked by Ian on August 15, 2023

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.2X Cap: $3.65T
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 31.59X Cap: $3.35T
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• Salesforce Inc. (CRM $228.05)
  • $228.05 P/E (TTM): 29.58X Cap: $213.72B
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• Home Depot Inc. (The) (HD $383.77)
  • $383.77 P/E (TTM): 26.24X Cap: $379.31B
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• UnitedHealth Group Incorporated (DE) (UNH $356.26)
  • $356.26 P/E (TTM): 18.14X Cap: $321.09B
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• Visa Inc. (V $326.18)
  • $326.18 P/E (TTM): 31.89X Cap: $628.47B
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Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.

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Read Answer Asked by Pat & Cyril on August 15, 2023

• DISH Network Corporation (DISH)
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Q: Dish has had a big drop. What are its prospects for the future.


Thanks

Thomas

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Read Answer Asked by Thomas on August 15, 2023

• Novavax Inc. (NVAX $9.17)
  • $9.17 P/E (TTM): 5.24X Cap: $1.30B
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• Magnite Inc. (MGNI $15.41)
  • $15.41 P/E (TTM): 35.72X Cap: $2.16B
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Q: Hello,
Can you comment please in this 2 compagnies . Which one is more risky? And which one has the chance to recover faster ?Thank you !

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Read Answer Asked by Nancy on August 15, 2023

• Amazon.com Inc. (AMZN $239.16)
  • $239.16 P/E (TTM): 32.67X Cap: $2.50T
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• Lowe's Companies Inc. (LOW $276.73)
  • $276.73 P/E (TTM): 22.94X Cap: $154.23B
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• Nike Inc. (NKE $65.04)
  • $65.04 P/E (TTM): 33.54X Cap: $96.90B
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• Walmart Inc. (WMT $117.73)
  • $117.73 Cap: $939.12B
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• BRP Inc. Subordinate Voting Shares (DOO $110.51)
  • $110.51 Cap: $8.15B
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• Magna International Inc. (MG $72.90)
  • $72.90 P/E (TTM): 14.74X Cap: $20.74B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $139.77)
  • $139.77 Cap: $4.79B
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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

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Read Answer Asked by sam on August 15, 2023

• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.42X Cap: $3.98T
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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

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Read Answer Asked by Peter on August 15, 2023

• Super Micro Computer Inc. (SMCI $31.70)
  • $31.70 P/E (TTM): 25.39X Cap: $19.37B
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Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

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Read Answer Asked by Michael on August 15, 2023

• Celsius Holdings Inc. (CELH $55.94)
  • $55.94 P/E (TTM): 513.09X Cap: $14.24B
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Q: Much appreciated for Celsius , Still feels like so much potential . How its Valuation ?
Monster has so much marketshare . Thoughts ?

Greg

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Read Answer Asked by Greg on August 14, 2023

• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 165.0X Cap: $385.48B
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• American Tower Corporation (REIT) (AMT $178.75)
  • $178.75 P/E (TTM): 28.42X Cap: $82.83B
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• Philip Morris International Inc (PM $173.02)
  • $173.02 P/E (TTM): 30.53X Cap: $264.70B
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• Bank of Nova Scotia (The) (BNS $102.64)
  • $102.64 P/E (TTM): 25.08X Cap: $127.23B
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• Enbridge Inc. (ENB $66.05)
  • $66.05 P/E (TTM): 25.01X Cap: $142.78B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.85)
  • $38.85 Cap: $25.53B
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• North West Company Inc. (The) (NWC $50.65)
  • $50.65 P/E (TTM): 16.88X Cap: $2.39B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Exchange Income Corporation (EIF $96.95)
  • $96.95 P/E (TTM): 35.48X Cap: $5.31B
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• Blackstone Inc. (BX $150.48)
  • $150.48 P/E (TTM): 44.69X Cap: $114.39B
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• Extra Space Storage Inc (EXR $141.52)
  • $141.52 P/E (TTM): 32.53X Cap: $30.51B
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• Permian Basin Royalty Trust (PBT $18.76)
  • $18.76 P/E (TTM): 56.71X Cap: $867M
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• British American Tobacco p.l.c. (BTI $59.16)
  • $59.16 P/E (TTM): 31.24X Cap: $127.03B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.23)
  • $70.23 P/E (TTM): 32.11X Cap: $114.65B
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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!

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Read Answer Asked by Richard on August 14, 2023

• GameStop Corporation (GME $22.99)
  • $22.99 P/E (TTM): 24.37X Cap: $10.36B
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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

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Read Answer Asked by Jim on August 14, 2023

• Pliant Therapeutics Inc. (PLRX $1.30)
  • $1.30 Cap: $77M
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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

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Read Answer Asked by James on August 14, 2023

• Crocs Inc. (CROX $85.83)
  • $85.83 P/E (TTM): 27.78X Cap: $4.48B
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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

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Read Answer Asked by Martin on August 14, 2023

• Valero Energy Corporation (VLO $187.09)
  • $187.09 P/E (TTM): 38.48X Cap: $57B
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Q: Good day may I have your thoughts on VLO
Again thanks

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Read Answer Asked by George on August 14, 2023

• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.42X Cap: $3.98T
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• Kinaxis Inc. (KXS $149.09)
  • $149.09 P/E (TTM): 88.59X Cap: $4.17B
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Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

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Read Answer Asked by Neil on August 14, 2023

• American Tower Corporation (REIT) (AMT $178.75)
  • $178.75 P/E (TTM): 28.42X Cap: $82.83B
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• General Motors Company (GM $79.68)
  • $79.68 P/E (TTM): 15.59X Cap: $75.69B
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• International Paper Company (IP $43.04)
  • $43.04 Cap: $22.09B
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• Marathon Petroleum Corporation (MPC $175.38)
  • $175.38 P/E (TTM): 18.62X Cap: $52.83B
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• Steel Dynamics Inc. (STLD $181.32)
  • $181.32 P/E (TTM): 23.69X Cap: $25.34B
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• U-Haul Holding Co Com (UHAL $58.27)
  • $58.27 P/E (TTM): 89.94X Cap: $11.50B
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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 $41.40)
  • $41.40 P/E (TTM): 25.34X Cap: $39.95B
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Q: Hi,
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor

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Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $27.72)
  • $27.72 Cap: $1.70B
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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

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Read Answer Asked by Ed on August 11, 2023