Investment Q&A

• State Street Utilities Select Sector SPDR ETF (XLU $42.86)
  • $42.86 P/E (TTM): 23.44X Cap: $21.82B
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• iShares 0-5 Year TIPS Bond ETF (STIP $102.41)
  • $102.41 Cap: $12.77B
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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 $222.29)
  • $222.29 P/E (TTM): 34.76X Cap: $89.55B
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• Waste Connections Inc. (WCN $244.53)
  • $244.53 P/E (TTM): 74.07X Cap: $62.98B
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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 $214.52)
  • $214.52 P/E (TTM): 31.75X Cap: $66.40B
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• Waste Management Inc. (WM $222.29)
  • $222.29 P/E (TTM): 34.76X Cap: $89.55B
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• Casella Waste Systems Inc. (CWST $101.66)
  • $101.66 P/E (TTM): 421.38X Cap: $6.40B
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• Waste Connections Inc. (WCN $244.53)
  • $244.53 P/E (TTM): 74.07X Cap: $62.98B
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• GFL Environmental Inc. subordinate voting shares (GFL $60.00)
  • $60.00 P/E (TTM): 6.47X Cap: $21.54B
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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.

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Read Answer Asked by Jabs on February 16, 2023

• The Trade Desk Inc. (TTD $38.39)
  • $38.39 P/E (TTM): 44.03X Cap: $18.56B
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• Roku Inc. (ROKU $111.24)
  • $111.24 Cap: $16.43B
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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 $273.76)
  • $273.76 P/E (TTM): 36.65X Cap: $4.04T
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• Microsoft Corporation (MSFT $487.10)
  • $487.10 P/E (TTM): 34.69X 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 $129.42)
  • $129.42 P/E (TTM): 55.26X Cap: $115.35B
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• Blackstone Inc. (BX $155.13)
  • $155.13 P/E (TTM): 44.53X Cap: $114.55B
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• Apollo Global Management Inc. (APO $147.27)
  • $147.27 P/E (TTM): 21.65X Cap: $85.47B
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• Berkshire Hathaway Inc. (BRK.B $501.05)
  • $501.05 P/E (TTM): 0.02X Cap: $1.08T
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.04)
  • $64.04 P/E (TTM): 93.16X Cap: $143.79B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.05)
  • $73.05 P/E (TTM): 33.19X Cap: $117.66B
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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 $81.52)
  • $81.52 Cap: $57.22B
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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 $340.48)
  • $340.48 P/E (TTM): 22.19X Cap: $91.97B
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• Lockheed Martin Corporation (LMT $488.87)
  • $488.87 P/E (TTM): 26.89X Cap: $113.12B
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• Elbit Systems Ltd. (ESLT $577.93)
  • $577.93 Cap: $25.77B
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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 $317.71)
  • $317.71 P/E (TTM): 82.4X Cap: $86.48B
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• monday.com Ltd. (MNDY $145.38)
  • $145.38 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 $65.33)
  • $65.33 P/E (TTM): 24.81X Cap: $142.50B
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• Cheniere Energy Inc. (LNG $192.60)
  • $192.60 P/E (TTM): 10.57X Cap: $41.45B
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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 $184.18)
  • $184.18 P/E (TTM): 449.31X Cap: $438.98B
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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 $86.33)
  • $86.33 P/E (TTM): 20.45X 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 $658.69)
  • $658.69 P/E (TTM): 29.38X Cap: $1.66T
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• Alphabet Inc. (GOOG $314.39)
  • $314.39 P/E (TTM): 31.09X Cap: $3.78T
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• The Walt Disney Company (DIS $114.19)
  • $114.19 P/E (TTM): 16.58X Cap: $203.86B
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• T-Mobile US Inc. (TMUS $203.15)
  • $203.15 P/E (TTM): 19.35X Cap: $224.81B
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Q: What names in US$ 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 $0.86)
  • $0.86 Cap: $139M
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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 $585.76)
  • $585.76 P/E (TTM): 37.1X Cap: $44.01B
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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 $150.99)
  • $150.99 P/E (TTM): 21.1X Cap: $304.02B
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• Devon Energy Corporation (DVN $36.18)
  • $36.18 P/E (TTM): 8.39X Cap: $22.69B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $120.53)
  • $120.53 P/E (TTM): 17.31X Cap: $508.29B
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• State Street Energy Select Sector SPDR ETF (XLE $44.62)
  • $44.62 P/E (TTM): 17.33X Cap: $26.45B
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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 $25.54)
  • $25.54 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 $329.63)
  • $329.63 P/E (TTM): 25.71X Cap: $177.49B
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• AbbVie Inc. (ABBV $230.84)
  • $230.84 P/E (TTM): 175.56X Cap: $407.98B
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• UnitedHealth Group Incorporated (DE) (UNH $328.94)
  • $328.94 P/E (TTM): 17.31X Cap: $297.96B
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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