Investment Q&A

• Amazon.com Inc. (AMZN $234.34)
  • $234.34 P/E (TTM): 32.63X Cap: $2.47T
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• Lowe's Companies Inc. (LOW $274.95)
  • $274.95 P/E (TTM): 22.22X Cap: $155.44B
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• Nike Inc. (NKE $65.46)
  • $65.46 P/E (TTM): 32.63X Cap: $96.83B
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• Walmart Inc. (WMT $117.83)
  • $117.83 Cap: $951.31B
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• BRP Inc. Subordinate Voting Shares (DOO $111.13)
  • $111.13 Cap: $8.06B
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• Magna International Inc. (MG $73.62)
  • $73.62 P/E (TTM): 14.57X Cap: $20.74B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $139.62)
  • $139.62 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

Upvote 0

Read Answer Asked by sam on August 15, 2023

• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 31.8X Cap: $3.96T
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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 $32.45)
  • $32.45 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 $55.24)
  • $55.24 P/E (TTM): 515.36X 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

Upvote 0

Read Answer Asked by Greg on August 14, 2023

• AbbVie Inc. (ABBV $218.11)
  • $218.11 P/E (TTM): 165.0X Cap: $385.48B
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• American Tower Corporation (REIT) (AMT $176.95)
  • $176.95 P/E (TTM): 28.42X Cap: $82.83B
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• Philip Morris International Inc (PM $170.05)
  • $170.05 P/E (TTM): 30.23X Cap: $264.70B
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• Bank of Nova Scotia (The) (BNS $102.48)
  • $102.48 P/E (TTM): 24.91X Cap: $127.23B
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• Enbridge Inc. (ENB $65.46)
  • $65.46 P/E (TTM): 24.93X Cap: $142.63B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.80)
  • $38.80 Cap: $25.53B
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• North West Company Inc. (The) (NWC $50.40)
  • $50.40 P/E (TTM): 16.72X Cap: $2.35B
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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 $97.84)
  • $97.84 P/E (TTM): 35.48X Cap: $5.31B
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• Blackstone Inc. (BX $154.91)
  • $154.91 P/E (TTM): 44.1X Cap: $115.17B
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• Extra Space Storage Inc (EXR $143.76)
  • $143.76 P/E (TTM): 32.53X Cap: $30.51B
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• Permian Basin Royalty Trust (PBT $18.77)
  • $18.77 P/E (TTM): 56.17X Cap: $867M
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• British American Tobacco p.l.c. (BTI $58.22)
  • $58.22 P/E (TTM): 31.3X Cap: $124.37B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.18)
  • $71.18 P/E (TTM): 31.76X Cap: $113.71B
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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!

Upvote 0

Read Answer Asked by Richard on August 14, 2023

• GameStop Corporation (GME $23.14)
  • $23.14 P/E (TTM): 23.71X Cap: $9.71B
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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

Upvote 0

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 $86.31)
  • $86.31 P/E (TTM): 26.8X 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

Upvote 0

Read Answer Asked by Martin on August 14, 2023

• Valero Energy Corporation (VLO $186.89)
  • $186.89 P/E (TTM): 38.48X Cap: $57B
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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 $330.84)
  • $330.84 P/E (TTM): 31.8X Cap: $3.96T
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• Kinaxis Inc. (KXS $148.69)
  • $148.69 P/E (TTM): 92.29X 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 $176.95)
  • $176.95 P/E (TTM): 28.42X Cap: $82.83B
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• General Motors Company (GM $81.14)
  • $81.14 P/E (TTM): 15.59X Cap: $75.69B
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• International Paper Company (IP $41.84)
  • $41.84 Cap: $22.09B
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• Marathon Petroleum Corporation (MPC $175.76)
  • $175.76 P/E (TTM): 18.35X Cap: $53.35B
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• Steel Dynamics Inc. (STLD $178.81)
  • $178.81 P/E (TTM): 22.64X Cap: $25.34B
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• U-Haul Holding Co Com (UHAL $58.68)
  • $58.68 P/E (TTM): 86.46X 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 $41.27)
  • $41.27 P/E (TTM): 24.98X 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

Upvote 0

Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $25.50)
  • $25.50 Cap: $1.44B
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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

Upvote 0

Read Answer Asked by Ed on August 11, 2023

• BlackLine Inc. (BL $53.06)
  • $53.06 P/E (TTM): 46.59X Cap: $3.15B
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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

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Read Answer Asked by Thomas on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $6.85)
  • $6.85 Cap: $154M
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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 $228.09)
  • $228.09 P/E (TTM): 29.38X Cap: $207.62B
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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 $153.95)
  • $153.95 P/E (TTM): 35.13X Cap: $23.52B
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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 $218.11)
  • $218.11 P/E (TTM): 165.0X Cap: $385.48B
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• Johnson & Johnson (JNJ $218.49)
  • $218.49 P/E (TTM): 21.06X Cap: $525.25B
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• Eli Lilly and Company (LLY $1,087.38)
  • $1,087.38 P/E (TTM): 50.94X Cap: $1.01T
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• Thermo Fisher Scientific Inc (TMO $639.45)
  • $639.45 P/E (TTM): 36.76X Cap: $240.24B
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• UnitedHealth Group Incorporated (DE) (UNH $354.47)
  • $354.47 P/E (TTM): 18.14X Cap: $321.09B
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• Novo Nordisk A/S (NVO $62.23)
  • $62.23 P/E (TTM): 17.24X Cap: $363.68B
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• iShares U.S. Medical Devices ETF (IHI $60.78)
  • $60.78 P/E (TTM): 30.27X Cap: $3.96B
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• iShares U.S. Healthcare Providers ETF (IHF $50.05)
  • $50.05 P/E (TTM): 20.55X Cap: $767M
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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
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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