Investment Q&A

• Data Communications Management Corp. (DCM $1.49)
  • $1.49 P/E (TTM): 7.84X Cap: $82M
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• Crocs Inc. (CROX $99.92)
  • $99.92 Cap: $4.86B
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• Axon Enterprise Inc. (AXON $431.94)
  • $431.94 P/E (TTM): 135.54X Cap: $34.10B
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• InMode Ltd. (INMD $14.48)
  • $14.48 Cap: $917M
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• Celsius Holdings Inc. (CELH $43.91)
  • $43.91 P/E (TTM): 406.18X Cap: $11.51B
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• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
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Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?

Upvote 0

Read Answer Asked by John on August 21, 2023

• CME Group Inc. (CME $303.23)
  • $303.23 P/E (TTM): 29.37X Cap: $109.34B
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• Nasdaq Inc. (NDAQ $80.24)
  • $80.24 P/E (TTM): 25.72X Cap: $45.61B
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• Visa Inc. (V $319.50)
  • $319.50 P/E (TTM): 29.49X Cap: $601.78B
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• Royal Bank of Canada (RY $230.99)
  • $230.99 P/E (TTM): 16.02X Cap: $323.43B
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• Toronto-Dominion Bank (The) (TD $130.40)
  • $130.40 P/E (TTM): 11.11X Cap: $222.61B
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• Bank of Nova Scotia (The) (BNS $104.03)
  • $104.03 P/E (TTM): 25.35X Cap: $129.16B
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• Bank of Montreal (BMO $192.93)
  • $192.93 P/E (TTM): 15.83X Cap: $136.76B
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• Manulife Financial Corporation (MFC $50.73)
  • $50.73 P/E (TTM): 15.75X Cap: $85.06B
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• Power Corporation of Canada Subordinate Voting Shares (POW $65.26)
  • $65.26 P/E (TTM): 13.64X Cap: $41.57B
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• Timbercreek Financial Corp. (TF $7.20)
  • $7.20 P/E (TTM): 16.32X Cap: $594M
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• Cboe Global Markets Inc. (CBOE $284.20)
  • $284.20 P/E (TTM): 29.58X Cap: $28.78B
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• Tradeweb Markets Inc. (TW $114.32)
  • $114.32 P/E (TTM): 30.0X Cap: $26.72B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.14)
  • $65.14 P/E (TTM): 95.84X Cap: $146.08B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.10)
  • $71.10 P/E (TTM): 33.43X Cap: $114.52B
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Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you

Upvote 0

Read Answer Asked by DAVID on August 21, 2023

• American Tower Corporation (REIT) (AMT $193.09)
  • $193.09 P/E (TTM): 30.64X Cap: $89.93B
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Q: What is your opinion of American Tower and their ability manage their high debt levels. Is it a buy considering the recent drop in price. Also can you explain why on Aug. 14 you state AMT's PE is 19 x when answering a question and on your profile section it is listed at 90 x. Thanks for your help.

Upvote 0

Read Answer Asked by Ian on August 21, 2023

• Genuine Parts Company (GPC $125.74)
  • $125.74 P/E (TTM): 25.33X Cap: $17.49B
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• Lockheed Martin Corporation (LMT $649.58)
  • $649.58 P/E (TTM): 30.37X Cap: $149.45B
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Q: Hi Everyone!!
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .

Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on August 21, 2023

• Uber Technologies Inc. (UBER $70.53)
  • $70.53 P/E (TTM): 9.0X Cap: $145.42B
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Q: What is your outlook for the short to medium term ( 5 years) now that they have become profitable

Upvote 0

Read Answer Asked by Doug on August 21, 2023

• Adobe Inc. (ADBE $260.45)
  • $260.45 P/E (TTM): 15.81X Cap: $108.35B
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• Meta Platforms Inc. (META $639.29)
  • $639.29 P/E (TTM): 27.24X Cap: $1.61T
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• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.29B
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• InMode Ltd. (INMD $14.48)
  • $14.48 Cap: $917M
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Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks

Upvote 0

Read Answer Asked by Alexandra on August 21, 2023

• S&P 500 (SPX)
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Q: hi,
do you know how the US indices have performed if the "magnificent seven" and excluded? ie how is the rest of American business doing? further do you think we are in "bubble" territory currently?
cheers, chris

Upvote 0

Read Answer Asked by chris on August 21, 2023

• YieldMax TSLA Option Income Strategy ETF (TSLY $33.31)
  • $33.31 Cap: $967M
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Q: what can you tell me about this company ….On the Rbc investing site and the 5i site the yield is 73/75%….

Too good to be believed ?

SAFE?

Reliable enough to add a position to an income portfolio?

Upvote 0

Read Answer Asked by Donald on August 21, 2023

• Welltower Inc. (WELL $215.48)
  • $215.48 P/E (TTM): 74.99X Cap: $150.35B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.89)
  • $5.89 Cap: $1.47B
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• Omega Healthcare Investors Inc. (OHI $47.90)
  • $47.90 P/E (TTM): 24.69X Cap: $14.15B
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• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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• Healthcare Realty Trust Incorporated (HR $18.53)
  • $18.53 Cap: $6.31B
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• Diversified Healthcare Trust (DHC $6.69)
  • $6.69 Cap: $1.58B
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Q: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?

Upvote 0

Read Answer Asked by David on August 21, 2023

• Eaton Vance Enhance Equity Income Fund II (EOS $21.80)
  • $21.80 P/E (TTM): 28.92X Cap: $1.13B
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Q: Your opinion on Eos as far as risk, stable dividend, possible appreciation is appreciated.
Thanks James

Upvote 0

Read Answer Asked by JAMES on August 21, 2023

• Marathon Petroleum Corporation (MPC $200.54)
  • $200.54 P/E (TTM): 21.33X Cap: $60.28B
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Q: Marathon has been on a tear but recently it seems to have lost its momentum. I have noticed a number of analyst downgrades in last week. Is this reason for MPC's decline or are their other factors ie hurricane season that I'm not aware of. Would you still recommend it as a buy at this time. Thanks for your expertise

Upvote 0

Read Answer Asked by Ian on August 18, 2023

• Etsy Inc. (ETSY $44.36)
  • $44.36 P/E (TTM): 32.66X Cap: $4.51B
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Q: May we please have your updated analysis on this company's future prospects in terms of runway for growth. Any concerns about the balance sheet? Would you continue to hold?

Upvote 1

Read Answer Asked by Barbara on August 18, 2023

• MTY Food Group Inc. (MTY $42.75)
  • $42.75 P/E (TTM): 29.62X Cap: $976M
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• TerraVest Industries Inc. (TVK $147.88)
  • $147.88 Cap: $3.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.85)
  • $200.85 P/E (TTM): 31.2X Cap: $2.39B
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• XPEL Inc. (XPEL $52.21)
  • $52.21 P/E (TTM): 31.79X Cap: $1.44B
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• Inventronics Limited (IVX $0.77)
  • $0.77 P/E (TTM): 19.25X Cap: $3M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• OTC Markets Group Inc - Class A (OTCM $54.02)
  • $54.02 P/E (TTM): 22.23X Cap: $649M
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Q: COULD YOU SUGGEST 5 MICRO AND 5 SMALL CAP STOCKS YOU MIGHT HAVE YOUE EYE ON IN ORDER OF PREFERENCE FOR CANADA AND US
THANKS
JEFF

Upvote 1

Read Answer Asked by JEFF on August 18, 2023

• Super Micro Computer Inc. (SMCI $30.11)
  • $30.11 P/E (TTM): 22.46X Cap: $18.29B
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Q: did well with SMCI;
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave

Upvote 0

Read Answer Asked by david on August 18, 2023

• CVS Health Corporation (CVS $78.20)
  • $78.20 P/E (TTM): 56.87X Cap: $99.84B
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Q: I would appreciate you comments about the latest news from Blue Cross in California. Will obviously hurt CVS. Time to get out.

Thanks

Dave.

Upvote 0

Read Answer Asked by David on August 18, 2023

• Netflix Inc. (NFLX $77.00)
  • $77.00 P/E (TTM): 30.4X Cap: $325.10B
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• The Walt Disney Company (DIS $105.44)
  • $105.44 P/E (TTM): 15.53X Cap: $186.80B
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Q: Been watching this for a while. How would you evaluate this, are you a buyer here, or is this another show me turnaround play?

Upvote 1

Read Answer Asked by Chris on August 18, 2023

• V.F. Corporation (VFC $20.09)
  • $20.09 P/E (TTM): 36.25X Cap: $7.94B
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Q: Can I please have your view on VFC. Buy , Hold or Sell?

Upvote 1

Read Answer Asked by John on August 18, 2023

• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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• Garmin Ltd. (Switzerland) (GRMN $216.98)
  • $216.98 P/E (TTM): 26.48X Cap: $41.30B
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• Booking Holdings Inc. (BKNG $4,140.15)
  • $4,140.15 P/E (TTM): 26.97X Cap: $133.45B
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• Lowe's Companies Inc. (LOW $281.16)
  • $281.16 P/E (TTM): 23.79X Cap: $157.71B
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• Ulta Beauty Inc. (ULTA $706.82)
  • $706.82 P/E (TTM): 26.23X Cap: $31.35B
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Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

Upvote 0

Read Answer Asked by gary on August 18, 2023

• Palo Alto Networks Inc. (PANW $163.50)
  • $163.50 P/E (TTM): 105.66X Cap: $116.36B
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Q: What do you make of Panw announcing earnings on a Friday. The consensus seems to be bad news is in store. Thanks.

Upvote 0

Read Answer Asked by Jason on August 18, 2023

• Mitek Systems Inc. (MITK $13.55)
  • $13.55 P/E (TTM): 38.29X Cap: $614M
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Q: Hi 5i
I see Mitek has taken a significant drop today.
Any news that you’re aware of ?
Thx
Gerry

Upvote 0

Read Answer Asked by Gerry on August 17, 2023