Investment Q&A

• Viemed Healthcare Inc. (VMD $7.04)
  • $7.04 P/E (TTM): 20.18X Cap: $260M
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Q: What's your thoughts on the company? Thanks

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Read Answer Asked by Timour on February 16, 2023

• Lantheus Holdings Inc. (LNTH $59.00)
  • $59.00 P/E (TTM): 23.55X Cap: $3.74B
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Q: Peter;;I searched but couldn’t find the info in the data bank- when does LNTH report next and what are the street estimates? Thanks
Rod

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Read Answer Asked by Rodney on February 16, 2023

• Airbnb Inc. (ABNB $118.79)
  • $118.79 P/E (TTM): 27.27X Cap: $70.42B
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Q: Would you please comment on ABNB's latest results.

At this point in time what would be the buyer vs. the seller's thesis on the stock? Just things to consider, watch out for both positive and negative, etc going forward.

Thank you very much.


(PS. Please feel free to donate 50 of my question credits to anyone who would like some.)

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Read Answer Asked by Sandra on February 16, 2023

• Apple Inc. (AAPL $277.76)
  • $277.76 P/E (TTM): 36.3X Cap: $4.07T
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• Alphabet Inc. (GOOG $323.16)
  • $323.16 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $476.52)
  • $476.52 P/E (TTM): 33.58X Cap: $3.50T
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• NVIDIA Corporation (NVDA $175.56)
  • $175.56 P/E (TTM): 50.96X Cap: $4.43T
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• Constellation Software Inc. (CSU $3,367.50)
  • $3,367.50 P/E (TTM): 74.74X Cap: $71.69B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.93)
  • $64.93 P/E (TTM): 89.9X Cap: $142.91B
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Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

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Read Answer Asked by Nick on February 16, 2023

• Utilities Select Sector SPDR ETF (XLU $88.78)
  • $88.78 P/E (TTM): 22.83X Cap: $22.18B
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• iShares 0-5 Year TIPS Bond ETF (STIP $103.03)
  • $103.03 Cap: $12.72B
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Q: Dear 5i, What is your opinion n selling STIP to raise money for XLU? As per Portfolio Analytics, my TFSA needs more Utilities, and more exposure in the USA. Thank you

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Read Answer Asked by Hali on February 16, 2023

• Waste Management Inc. (WM $216.40)
  • $216.40 P/E (TTM): 34.06X Cap: $85.34B
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• Waste Connections Inc. (WCN $249.57)
  • $249.57 P/E (TTM): 73.48X Cap: $62.92B
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Q: Please provide your comments and analysis of today's earnings. Buy, hold, sell?

Thanks

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Read Answer Asked by Greg on February 16, 2023

• Republic Services Inc. (RSG $217.68)
  • $217.68 P/E (TTM): 32.59X Cap: $66.60B
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• Waste Management Inc. (WM $216.40)
  • $216.40 P/E (TTM): 34.06X Cap: $85.34B
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• Casella Waste Systems Inc. (CWST $97.00)
  • $97.00 P/E (TTM): 396.04X Cap: $5.83B
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• Waste Connections Inc. (WCN $249.57)
  • $249.57 P/E (TTM): 73.48X Cap: $62.92B
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• GFL Environmental Inc. subordinate voting shares (GFL $64.05)
  • $64.05 Cap: $22.91B
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Q: Based on my 2 cents I feel like WCN is expensive between the 2. Can you provide your thoughts on valuation, debt and cash flow or any other more relevant metrics to compare these 2 ?
Pick one or suggest something similar in garbage space ?
Thank you for your service.

Upvote 0

Read Answer Asked by Jabs on February 16, 2023

• The Trade Desk Inc. (TTD $39.14)
  • $39.14 P/E (TTM): 45.57X Cap: $18.88B
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• Roku Inc. (ROKU $94.90)
  • $94.90 Cap: $13.82B
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Q: Comments on Roku earnings? Up 12% before earnings today and then another 10% post-earnings after hours. Does that not look like there was a leak before the announcement? Thanks.

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Read Answer Asked by William on February 16, 2023

• Apple Inc. (AAPL $277.76)
  • $277.76 P/E (TTM): 36.3X Cap: $4.07T
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• Microsoft Corporation (MSFT $476.52)
  • $476.52 P/E (TTM): 33.58X Cap: $3.50T
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Q: Looking for some growth, long term holding...MSFT or APPL?

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Read Answer Asked by Brett on February 15, 2023

• KKR & Co. Inc. (KKR $120.17)
  • $120.17 P/E (TTM): 50.28X Cap: $105.04B
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• Blackstone Inc. (BX $143.82)
  • $143.82 P/E (TTM): 40.88X Cap: $104.43B
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• Apollo Global Management Inc. (APO $129.92)
  • $129.92 P/E (TTM): 18.95X Cap: $75.51B
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• Berkshire Hathaway Inc. (BRK.B $508.33)
  • $508.33 P/E (TTM): 17.28X Cap: $1.08T
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.93)
  • $64.93 P/E (TTM): 89.9X Cap: $142.91B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.96)
  • $71.96 P/E (TTM): 31.52X Cap: $115.53B
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Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.

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Read Answer Asked by Alexandra on February 15, 2023

• Roblox Corporation Class A (RBLX $90.27)
  • $90.27 Cap: $63.58B
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Q: Your comment on Rblx's earnings today?

Upvote 1

Read Answer Asked by Ron on February 15, 2023

• General Dynamics Corporation (GD $342.71)
  • $342.71 P/E (TTM): 22.07X Cap: $91.33B
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• Lockheed Martin Corporation (LMT $451.60)
  • $451.60 P/E (TTM): 25.66X Cap: $105.30B
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• Elbit Systems Ltd. (ESLT $464.46)
  • $464.46 Cap: $21.09B
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Q: Elbit has pulled back but perhaps basing and I'm wondering whether this an opportunity. What are your thoughts on their prospects? I own NOC and would like to add another name in the sector - would you go with ESLT or suggest another name? Thanks

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Read Answer Asked by Michael on February 15, 2023

• Cadence Design Systems Inc. (CDNS $303.74)
  • $303.74 P/E (TTM): 77.67X Cap: $82.87B
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• monday.com Ltd. (MNDY $147.56)
  • $147.56 Cap: $7.56B
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Q: Hello 5i
Could you please comment on CDNS and MNDY recent results and their respective outlooks going forward?
Would you rate either a buy?
Thank you
Dave

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Read Answer Asked by Dave on February 15, 2023

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: With the go shop period expiring is it time to sell with no other offers coming forward ? Thoughts please


Thx Blake

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Read Answer Asked by blake on February 15, 2023

Q: Peter; Point is having a “ Fireside Chat” Thursday am- is this just a information type chat to update investors .? I assume no info re the splash would be divulged? Thanks
Rod

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Read Answer Asked by Rodney on February 15, 2023

• Enbridge Inc. (ENB $67.09)
  • $67.09 P/E (TTM): 25.85X Cap: $145.66B
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• Cheniere Energy Inc. (LNG $204.21)
  • $204.21 P/E (TTM): 11.47X Cap: $44.03B
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Q: Currently own Enbridge in the energy infrastructure space and am not unhappy with it. But considering switch to Cheniere . How would you think about such a switch ? Primarily a trade - off between income and growth ?
Other considerations ?
And more specifically , while accepting that all utility type companies operate with high debt levels , how would debt levels compare between these two companies .
Thank- you.

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Read Answer Asked by William on February 15, 2023

• Palantir Technologies Inc. (PLTR $163.59)
  • $163.59 P/E (TTM): 516.17X Cap: $386.71B
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Q: Your thoughts on PLTR's latest earning?

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Read Answer Asked by Ron on February 14, 2023

• Timken Company (The) (TKR $80.78)
  • $80.78 P/E (TTM): 18.32X Cap: $5.21B
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Q: I am looking to add an industrial stock to my portfolio and this one (Timken) looks interesting. Can I get your thoughts on it?

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Read Answer Asked by Dan on February 14, 2023

• Meta Platforms Inc. (META $632.94)
  • $632.94 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $323.16)
  • $323.16 P/E (TTM): 29.58X Cap: $3.84T
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• The Walt Disney Company (DIS $103.14)
  • $103.14 P/E (TTM): 15.22X Cap: $181.99B
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• T-Mobile US Inc. (TMUS $207.21)
  • $207.21 P/E (TTM): 20.16X Cap: $231.91B
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Q: What names in US$ are you recommending in the communications sector. Thanks.

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Read Answer Asked by Gerry on February 14, 2023

• Gold Resource Corporation (GORO $0.67)
  • $0.67 Cap: $109M
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Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.

Upvote 1

Read Answer Asked by Brian on February 14, 2023