Investment Q&A

• Data Communications Management Corp. (DCM $1.67)
  • $1.67 P/E (TTM): 9.76X Cap: $90M
  • View DCM Profile
  • View Questions on DCM
• Crocs Inc. (CROX $102.13)
  • $102.13 Cap: $5.08B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $396.92)
  • $396.92 P/E (TTM): 238.17X Cap: $30.62B
  • View AXON Profile
  • View Questions on AXON
• InMode Ltd. (INMD $14.20)
  • $14.20 Cap: $895M
  • View INMD Profile
  • View Questions on INMD
• Celsius Holdings Inc. (CELH $35.17)
  • $35.17 P/E (TTM): 134.64X Cap: $8.86B
  • View CELH Profile
  • View Questions on CELH
• Lumine Group Inc. (LMN $23.50)
  • $23.50 P/E (TTM): 88.72X Cap: $5.98B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $297.72)
  • $297.72 P/E (TTM): 26.93X Cap: $107.76B
  • View CME Profile
  • View Questions on CME
• Nasdaq Inc. (NDAQ $88.79)
  • $88.79 P/E (TTM): 27.88X Cap: $49.28B
  • View NDAQ Profile
  • View Questions on NDAQ
• Visa Inc. (V $314.94)
  • $314.94 P/E (TTM): 29.05X Cap: $596.58B
  • View V Profile
  • View Questions on V
• Royal Bank of Canada (RY $240.60)
  • $240.60 P/E (TTM): 16.03X Cap: $336.15B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $142.35)
  • $142.35 P/E (TTM): 11.26X Cap: $236.89B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $102.82)
  • $102.82 P/E (TTM): 19.78X Cap: $126.47B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $204.60)
  • $204.60 P/E (TTM): 15.87X Cap: $143.99B
  • View BMO Profile
  • View Questions on BMO
• Manulife Financial Corporation (MFC $52.85)
  • $52.85 P/E (TTM): 16.9X Cap: $87.49B
  • View MFC Profile
  • View Questions on MFC
• Power Corporation of Canada Subordinate Voting Shares (POW $74.00)
  • $74.00 P/E (TTM): 32.24X Cap: $46.44B
  • View POW Profile
  • View Questions on POW
• Timbercreek Financial Corp. (TF $6.90)
  • $6.90 P/E (TTM): 17.92X Cap: $569M
  • View TF Profile
  • View Questions on TF
• Cboe Global Markets Inc. (CBOE $305.49)
  • $305.49 P/E (TTM): 28.85X Cap: $31.50B
  • View CBOE Profile
  • View Questions on CBOE
• Tradeweb Markets Inc. (TW $120.96)
  • $120.96 P/E (TTM): 32.82X Cap: $28.63B
  • View TW Profile
  • View Questions on TW
• Brookfield Corporation Class A Limited Voting Shares (BN $63.89)
  • $63.89 P/E (TTM): 80.63X Cap: $140.37B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.92)
  • $66.92 P/E (TTM): 30.76X Cap: $107.12B
  • View BAM Profile
  • View Questions on BAM

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 $178.12)
  • $178.12 P/E (TTM): 33.57X Cap: $82.27B
  • View AMT Profile
  • View Questions on AMT

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 $109.95)
  • $109.95 P/E (TTM): 233.6X Cap: $15.28B
  • View GPC Profile
  • View Questions on GPC
• Lockheed Martin Corporation (LMT $608.71)
  • $608.71 P/E (TTM): 28.84X Cap: $140.94B
  • View LMT Profile
  • View Questions on LMT

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 $77.10)
  • $77.10 P/E (TTM): 15.29X Cap: $148.95B
  • View UBER Profile
  • View Questions on UBER

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 $243.81)
  • $243.81 P/E (TTM): 13.99X Cap: $95.27B
  • View ADBE Profile
  • View Questions on ADBE
• Meta Platforms Inc. (META $673.80)
  • $673.80 P/E (TTM): 27.01X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Super Micro Computer Inc. (SMCI $27.15)
  • $27.15 P/E (TTM): 19.1X Cap: $16.29B
  • View SMCI Profile
  • View Questions on SMCI
• InMode Ltd. (INMD $14.20)
  • $14.20 Cap: $895M
  • View INMD Profile
  • View Questions on INMD

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)
  • View SPX Profile
  • View Questions on SPX

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 $30.21)
  • $30.21 Cap: $830M
  • View TSLY Profile
  • View Questions on TSLY

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 $211.05)
  • $211.05 P/E (TTM): 147.84X Cap: $148.64B
  • View WELL Profile
  • View Questions on WELL
• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
  • View NWH.UN Profile
  • View Questions on NWH.UN
• Omega Healthcare Investors Inc. (OHI $46.30)
  • $46.30 P/E (TTM): 23.66X Cap: $13.45B
  • View OHI Profile
  • View Questions on OHI
• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
  • View MPW Profile
  • View Questions on MPW
• Healthcare Realty Trust Incorporated (HR $17.88)
  • $17.88 Cap: $6.10B
  • View HR Profile
  • View Questions on HR
• Diversified Healthcare Trust (DHC $7.31)
  • $7.31 Cap: $1.72B
  • View DHC Profile
  • View Questions on DHC

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 $22.05)
  • $22.05 P/E (TTM): 37.03X Cap: $1.14B
  • View EOS Profile
  • View Questions on EOS

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 $225.27)
  • $225.27 P/E (TTM): 17.04X Cap: $66.09B
  • View MPC Profile
  • View Questions on MPC

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 $57.58)
  • $57.58 P/E (TTM): 39.81X Cap: $5.38B
  • View ETSY Profile
  • View Questions on ETSY

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 $38.49)
  • $38.49 P/E (TTM): 7.27X Cap: $871M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY
• TerraVest Industries Inc. (TVK $117.70)
  • $117.70 Cap: $2.82B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $220.23)
  • $220.23 P/E (TTM): 39.88X Cap: $2.88B
  • View HPS.A Profile
  • View Questions on HPS.A
• XPEL Inc. (XPEL $45.55)
  • $45.55 P/E (TTM): 25.2X Cap: $1.28B
  • View XPEL Profile
  • View Questions on XPEL
• Inventronics Limited (IVX $0.66)
  • $0.66 P/E (TTM): 11.0X Cap: $3M
  • View IVX Profile
  • View Questions on IVX
• Issuer Direct Corporation (ISDR)
  • Cap: $36M
  • View ISDR Profile
  • View Questions on ISDR
• OTC Markets Group Inc - Class A (OTCM $54.24)
  • $54.24 P/E (TTM): 22.06X Cap: $651M
  • View OTCM Profile
  • View Questions on OTCM

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 $27.15)
  • $27.15 P/E (TTM): 19.1X Cap: $16.29B
  • View SMCI Profile
  • View Questions on SMCI

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 $75.33)
  • $75.33 P/E (TTM): 56.59X Cap: $99.47B
  • View CVS Profile
  • View Questions on CVS

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 $106.50)
  • $106.50 P/E (TTM): 40.79X Cap: $448.73B
  • View NFLX Profile
  • View Questions on NFLX
• The Walt Disney Company (DIS $102.97)
  • $102.97 P/E (TTM): 14.9X Cap: $181.74B
  • View DIS Profile
  • View Questions on DIS

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 $19.55)
  • $19.55 P/E (TTM): 32.93X Cap: $7.35B
  • View VFC Profile
  • View Questions on VFC

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 $248.15)
  • $248.15 P/E (TTM): 33.46X Cap: $2.67T
  • View AMZN Profile
  • View Questions on AMZN
• Garmin Ltd. (Switzerland) (GRMN $265.46)
  • $265.46 P/E (TTM): 30.07X Cap: $50.90B
  • View GRMN Profile
  • View Questions on GRMN
• Booking Holdings Inc. (BKNG $185.72)
  • $185.72 P/E (TTM): 1.07X Cap: $143.41B
  • View BKNG Profile
  • View Questions on BKNG
• Lowe's Companies Inc. (LOW $244.05)
  • $244.05 P/E (TTM): 20.85X Cap: $139.14B
  • View LOW Profile
  • View Questions on LOW
• Ulta Beauty Inc. (ULTA $537.08)
  • $537.08 P/E (TTM): 20.54X Cap: $23.31B
  • View ULTA Profile
  • View Questions on ULTA

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 $163.31)
  • $163.31 P/E (TTM): 89.78X Cap: $131.85B
  • View PANW Profile
  • View Questions on PANW

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 $14.89)
  • $14.89 P/E (TTM): 40.2X Cap: $657M
  • View MITK Profile
  • View Questions on MITK

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