Investment Q&A

• The Trade Desk Inc. (TTD $38.12)
  • $38.12 P/E (TTM): 43.03X Cap: $18.43B
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• Roku Inc. (ROKU $110.68)
  • $110.68 Cap: $16.35B
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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 $273.81)
  • $273.81 P/E (TTM): 36.51X Cap: $4.04T
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• Microsoft Corporation (MSFT $488.02)
  • $488.02 P/E (TTM): 34.63X Cap: $3.62T
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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 $130.78)
  • $130.78 P/E (TTM): 55.51X Cap: $116.57B
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• Blackstone Inc. (BX $155.57)
  • $155.57 P/E (TTM): 44.46X Cap: $114.88B
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• Apollo Global Management Inc. (APO $148.85)
  • $148.85 P/E (TTM): 21.63X Cap: $86.39B
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• Berkshire Hathaway Inc. (BRK.B $501.34)
  • $501.34 P/E (TTM): 0.02X Cap: $1.08T
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
  • $63.75 P/E (TTM): 92.1X Cap: $143.13B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.13)
  • $73.13 P/E (TTM): 32.86X Cap: $117.79B
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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 $81.88)
  • $81.88 Cap: $57.47B
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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 $345.39)
  • $345.39 P/E (TTM): 22.3X Cap: $93.29B
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• Lockheed Martin Corporation (LMT $485.75)
  • $485.75 P/E (TTM): 26.87X Cap: $112.40B
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• Elbit Systems Ltd. (ESLT $582.16)
  • $582.16 Cap: $25.96B
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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 $317.76)
  • $317.76 P/E (TTM): 81.89X Cap: $86.49B
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• monday.com Ltd. (MNDY $146.10)
  • $146.10 Cap: $7.41B
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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 $64.88)
  • $64.88 P/E (TTM): 24.85X Cap: $141.52B
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• Cheniere Energy Inc. (LNG $190.33)
  • $190.33 P/E (TTM): 10.7X Cap: $40.96B
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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 $194.17)
  • $194.17 P/E (TTM): 462.21X Cap: $462.79B
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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 $86.02)
  • $86.02 P/E (TTM): 20.35X Cap: $5.99B
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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 $667.55)
  • $667.55 P/E (TTM): 29.45X Cap: $1.68T
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• Alphabet Inc. (GOOG $315.67)
  • $315.67 P/E (TTM): 31.16X Cap: $3.79T
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• The Walt Disney Company (DIS $114.48)
  • $114.48 P/E (TTM): 16.53X Cap: $204.37B
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• T-Mobile US Inc. (TMUS $199.02)
  • $199.02 P/E (TTM): 19.03X Cap: $222.60B
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Q: What names in US$ 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 $0.90)
  • $0.90 Cap: $146M
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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

• MSCI Inc. (MSCI $581.75)
  • $581.75 P/E (TTM): 36.86X Cap: $43.71B
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Q: What is your analysis on MSCI

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Read Answer Asked by Nick on February 14, 2023

• Chevron Corporation (CVX $150.50)
  • $150.50 P/E (TTM): 21.17X Cap: $303.03B
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• Devon Energy Corporation (DVN $36.20)
  • $36.20 P/E (TTM): 8.55X Cap: $22.70B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $119.22)
  • $119.22 P/E (TTM): 17.36X Cap: $502.77B
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• State Street Energy Select Sector SPDR ETF (XLE $44.37)
  • $44.37 P/E (TTM): 17.33X Cap: $26.27B
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Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.

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Read Answer Asked by Daniel on February 14, 2023

• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.66)
  • $25.66 P/E (TTM): 15.32X Cap: $604M
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Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?

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Read Answer Asked by Tom on February 14, 2023

• Amgen Inc. (AMGN $333.96)
  • $333.96 P/E (TTM): 25.6X Cap: $179.83B
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• AbbVie Inc. (ABBV $229.89)
  • $229.89 P/E (TTM): 174.65X Cap: $406.30B
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• UnitedHealth Group Incorporated (DE) (UNH $327.58)
  • $327.58 P/E (TTM): 16.94X Cap: $296.73B
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Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

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Read Answer Asked by Paul on February 14, 2023

• Digital Turbine Inc. (APPS $5.38)
  • $5.38 Cap: $603M
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Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

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Read Answer Asked by Hue on February 14, 2023

• Verizon Communications Inc. (VZ $40.32)
  • $40.32 P/E (TTM): 8.53X Cap: $170B
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• BCE Inc. (BCE $31.44)
  • $31.44 P/E (TTM): 4.67X Cap: $29.31B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $50.85)
  • $50.85 P/E (TTM): 4.13X Cap: $27.24B
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• TELUS Corporation (T $17.50)
  • $17.50 Cap: $27.09B
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• T-Mobile US Inc. (TMUS $199.02)
  • $199.02 P/E (TTM): 19.03X Cap: $222.60B
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Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

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Read Answer Asked by Roger on February 14, 2023

• Ares Capital Corporation (ARCC $20.00)
  • $20.00 P/E (TTM): 10.01X Cap: $14.31B
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Q: Hello,

I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.

Wondering if you know if there would be a withholding tax within my RSP with this fund?

Thank you!

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Read Answer Asked by George on February 14, 2023