Investment Q&A

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.2X Cap: $3.65T
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• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.42X Cap: $3.98T
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 31.59X Cap: $3.35T
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• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.49X Cap: $4.49T
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• Constellation Software Inc. (CSU $2,781.11)
  • $2,781.11 P/E (TTM): 61.92X Cap: $57.49B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.61)
  • $64.61 P/E (TTM): 92.05X Cap: $145.07B
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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

Upvote 0

Read Answer Asked by Nick on February 16, 2023

• State Street Utilities Select Sector SPDR ETF (XLU $42.56)
  • $42.56 P/E (TTM): 23.44X Cap: $21.92B
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• iShares 0-5 Year TIPS Bond ETF (STIP $102.54)
  • $102.54 Cap: $12.79B
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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

Upvote 0

Read Answer Asked by Hali on February 16, 2023

• Waste Management Inc. (WM $229.23)
  • $229.23 P/E (TTM): 35.61X Cap: $92.25B
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• Waste Connections Inc. (WCN $233.28)
  • $233.28 P/E (TTM): 68.95X Cap: $60.38B
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Q: Please provide your comments and analysis of today's earnings. Buy, hold, sell?

Thanks

Upvote 0

Read Answer Asked by Greg on February 16, 2023

• Republic Services Inc. (RSG $217.61)
  • $217.61 P/E (TTM): 31.89X Cap: $66.78B
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• Waste Management Inc. (WM $229.23)
  • $229.23 P/E (TTM): 35.61X Cap: $92.25B
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• Casella Waste Systems Inc. (CWST $105.81)
  • $105.81 P/E (TTM): 440.54X Cap: $6.71B
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• Waste Connections Inc. (WCN $233.28)
  • $233.28 P/E (TTM): 68.95X Cap: $60.38B
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• GFL Environmental Inc. subordinate voting shares (GFL $60.88)
  • $60.88 P/E (TTM): 6.71X Cap: $21.86B
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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 $36.55)
  • $36.55 P/E (TTM): 40.61X Cap: $17.67B
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• Roku Inc. (ROKU $106.23)
  • $106.23 Cap: $15.69B
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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.

Upvote 0

Read Answer Asked by William on February 16, 2023

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.2X Cap: $3.65T
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 31.59X Cap: $3.35T
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Q: Looking for some growth, long term holding...MSFT or APPL?

Upvote 0

Read Answer Asked by Brett on February 15, 2023

• KKR & Co. Inc. (KKR $121.25)
  • $121.25 P/E (TTM): 52.68X Cap: $110.06B
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• Blackstone Inc. (BX $150.48)
  • $150.48 P/E (TTM): 44.69X Cap: $114.39B
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• Apollo Global Management Inc. (APO $136.31)
  • $136.31 P/E (TTM): 20.34X Cap: $81.10B
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• Berkshire Hathaway Inc. (BRK.B $478.97)
  • $478.97 P/E (TTM): 15.47X Cap: $1.04T
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.61)
  • $64.61 P/E (TTM): 92.05X Cap: $145.07B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.23)
  • $70.23 P/E (TTM): 32.11X Cap: $114.65B
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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.

Upvote 0

Read Answer Asked by Alexandra on February 15, 2023

• Roblox Corporation Class A (RBLX $74.12)
  • $74.12 Cap: $52.02B
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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 $363.27)
  • $363.27 P/E (TTM): 23.66X Cap: $98.81B
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• Lockheed Martin Corporation (LMT $590.82)
  • $590.82 P/E (TTM): 32.64X Cap: $137.42B
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• Elbit Systems Ltd. (ESLT $718.99)
  • $718.99 Cap: $32.64B
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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 $318.32)
  • $318.32 P/E (TTM): 81.1X Cap: $86.31B
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• monday.com Ltd. (MNDY $129.32)
  • $129.32 Cap: $6.45B
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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)
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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 $66.05)
  • $66.05 P/E (TTM): 25.01X Cap: $142.78B
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• Cheniere Energy Inc. (LNG $207.35)
  • $207.35 P/E (TTM): 11.57X Cap: $44.50B
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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 $169.60)
  • $169.60 P/E (TTM): 393.64X Cap: $395.41B
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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 $93.94)
  • $93.94 P/E (TTM): 22.2X Cap: $6.53B
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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 $658.76)
  • $658.76 P/E (TTM): 27.15X Cap: $1.63T
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• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.42X Cap: $3.98T
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• The Walt Disney Company (DIS $110.98)
  • $110.98 P/E (TTM): 16.52X Cap: $202.11B
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• T-Mobile US Inc. (TMUS $186.03)
  • $186.03 P/E (TTM): 17.67X Cap: $207.35B
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Q: What names in US$ are you recommending in the communications sector. Thanks.

Upvote 0

Read Answer Asked by Gerry on February 14, 2023

• Gold Resource Corporation (GORO $1.61)
  • $1.61 Cap: $260M
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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 $589.76)
  • $589.76 P/E (TTM): 37.35X Cap: $44.31B
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Q: What is your analysis on MSCI

Upvote 1

Read Answer Asked by Nick on February 14, 2023

• Chevron Corporation (CVX $166.72)
  • $166.72 P/E (TTM): 23.45X Cap: $335.57B
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• Devon Energy Corporation (DVN $38.64)
  • $38.64 P/E (TTM): 8.88X Cap: $23.82B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $134.97)
  • $134.97 P/E (TTM): 19.42X Cap: $563.58B
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• State Street Energy Select Sector SPDR ETF (XLE $49.19)
  • $49.19 P/E (TTM): 17.33X Cap: $30.07B
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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 $26.09)
  • $26.09 P/E (TTM): 15.26X Cap: $640M
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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