Investment Q&A

• The Trade Desk Inc. (TTD $27.34)
  • $27.34 P/E (TTM): 30.38X Cap: $13.01B
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• Roku Inc. (ROKU $91.65)
  • $91.65 Cap: $13.51B
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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 $250.12)
  • $250.12 P/E (TTM): 31.66X Cap: $3.67T
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
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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 $85.93)
  • $85.93 P/E (TTM): 36.72X Cap: $76.61B
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• Blackstone Inc. (BX $106.78)
  • $106.78 P/E (TTM): 27.52X Cap: $79.25B
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• Apollo Global Management Inc. (APO $104.44)
  • $104.44 P/E (TTM): 18.85X Cap: $60.39B
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• Berkshire Hathaway Inc. (BRK.B $490.03)
  • $490.03 P/E (TTM): 0.04X Cap: $1.05T
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.5X Cap: $118.35B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.91)
  • $58.91 P/E (TTM): 28.87X Cap: $96.50B
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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 $56.42)
  • $56.42 Cap: $39.98B
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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 $351.52)
  • $351.52 P/E (TTM): 22.75X Cap: $95.04B
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• Lockheed Martin Corporation (LMT $646.00)
  • $646.00 P/E (TTM): 30.06X Cap: $148.63B
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• Elbit Systems Ltd. (ESLT $871.11)
  • $871.11 Cap: $40.11B
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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 $287.03)
  • $287.03 P/E (TTM): 70.7X Cap: $78.25B
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• monday.com Ltd. (MNDY $74.86)
  • $74.86 Cap: $3.86B
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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 $74.28)
  • $74.28 P/E (TTM): 28.41X Cap: $162.10B
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• Cheniere Energy Inc. (LNG $252.27)
  • $252.27 P/E (TTM): 10.37X Cap: $53.02B
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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 $150.95)
  • $150.95 P/E (TTM): 239.6X Cap: $360.87B
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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 $97.54)
  • $97.54 P/E (TTM): 23.73X Cap: $7.18B
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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 $613.19)
  • $613.19 P/E (TTM): 26.13X Cap: $1.55T
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
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• The Walt Disney Company (DIS $99.29)
  • $99.29 P/E (TTM): 14.62X Cap: $175.89B
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• T-Mobile US Inc. (TMUS $217.39)
  • $217.39 P/E (TTM): 22.37X Cap: $239.53B
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Q: What names in US$ 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 $1.31)
  • $1.31 Cap: $211M
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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 $547.90)
  • $547.90 P/E (TTM): 34.92X Cap: $40.06B
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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 $196.82)
  • $196.82 P/E (TTM): 29.69X Cap: $392.73B
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• Devon Energy Corporation (DVN $46.25)
  • $46.25 P/E (TTM): 11.09X Cap: $28.67B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $156.12)
  • $156.12 P/E (TTM): 23.3X Cap: $650.51B
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• State Street Energy Select Sector SPDR ETF (XLE $57.70)
  • $57.70 P/E (TTM): 17.33X Cap: $40.06B
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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 $24.84)
  • $24.84 P/E (TTM): 15.26X Cap: $711M
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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 $366.21)
  • $366.21 P/E (TTM): 25.74X Cap: $197.41B
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• AbbVie Inc. (ABBV $219.68)
  • $219.68 P/E (TTM): 93.08X Cap: $388.43B
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• UnitedHealth Group Incorporated (DE) (UNH $282.09)
  • $282.09 P/E (TTM): 21.32X Cap: $256.04B
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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 $3.56)
  • $3.56 Cap: $426M
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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 $51.38)
  • $51.38 P/E (TTM): 12.66X Cap: $216.70B
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• BCE Inc. (BCE $35.09)
  • $35.09 P/E (TTM): 5.27X Cap: $32.72B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $53.21)
  • $53.21 P/E (TTM): 4.72X Cap: $29.13B
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• TELUS Corporation (T $18.01)
  • $18.01 P/E (TTM): 25.01X Cap: $28.11B
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• T-Mobile US Inc. (TMUS $217.39)
  • $217.39 P/E (TTM): 22.37X Cap: $239.53B
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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 $17.86)
  • $17.86 P/E (TTM): 9.6X Cap: $12.82B
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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