Investment Q&A

• Apple Inc. (AAPL $260.49)
  • $260.49 P/E (TTM): 32.77X Cap: $3.82T
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• Microsoft Corporation (MSFT $373.07)
  • $373.07 P/E (TTM): 23.41X Cap: $2.77T
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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 $92.83)
  • $92.83 P/E (TTM): 40.15X Cap: $82.76B
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• Blackstone Inc. (BX $116.90)
  • $116.90 P/E (TTM): 30.33X Cap: $86.76B
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• Apollo Global Management Inc. (APO $106.98)
  • $106.98 P/E (TTM): 19.32X Cap: $61.86B
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• Berkshire Hathaway Inc. (BRK.B $485.20)
  • $485.20 P/E (TTM): 15.48X Cap: $1.03T
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.56)
  • $58.56 P/E (TTM): 79.28X Cap: $131B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.30)
  • $62.30 P/E (TTM): 30.69X Cap: $102.05B
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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 $55.17)
  • $55.17 Cap: $39.09B
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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 $342.31)
  • $342.31 P/E (TTM): 22.66X Cap: $93.14B
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• Lockheed Martin Corporation (LMT $623.87)
  • $623.87 P/E (TTM): 29.25X Cap: $143.77B
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• Elbit Systems Ltd. (ESLT $928.47)
  • $928.47 Cap: $43.18B
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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 $281.01)
  • $281.01 P/E (TTM): 71.31X Cap: $77.58B
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• monday.com Ltd. (MNDY $62.39)
  • $62.39 Cap: $3.04B
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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

Upvote 0

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 $75.39)
  • $75.39 P/E (TTM): 23.0X Cap: $164.52B
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• Cheniere Energy Inc. (LNG $265.77)
  • $265.77 P/E (TTM): 11.31X Cap: $55.84B
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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 $130.49)
  • $130.49 P/E (TTM): 223.43X Cap: $311.95B
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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 $106.92)
  • $106.92 P/E (TTM): 25.76X Cap: $7.38B
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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 $628.39)
  • $628.39 P/E (TTM): 26.07X Cap: $1.58T
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• Alphabet Inc. (GOOG $316.37)
  • $316.37 P/E (TTM): 29.12X Cap: $3.85T
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• The Walt Disney Company (DIS $99.79)
  • $99.79 P/E (TTM): 14.61X Cap: $176.77B
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• T-Mobile US Inc. (TMUS $197.54)
  • $197.54 P/E (TTM): 20.33X Cap: $217.66B
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Q: What names in US$ 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 $1.47)
  • $1.47 Cap: $237M
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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 $545.88)
  • $545.88 P/E (TTM): 35.5X Cap: $39.91B
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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 $190.36)
  • $190.36 P/E (TTM): 29.09X Cap: $379.25B
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• Devon Energy Corporation (DVN $47.88)
  • $47.88 P/E (TTM): 11.49X Cap: $29.75B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $155.04)
  • $155.04 P/E (TTM): 23.32X Cap: $646.01B
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• State Street Energy Select Sector SPDR ETF (XLE $57.33)
  • $57.33 P/E (TTM): 17.33X Cap: $40.17B
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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 $26.52)
  • $26.52 P/E (TTM): 15.26X Cap: $769M
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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 $355.60)
  • $355.60 P/E (TTM): 24.58X Cap: $191.91B
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• AbbVie Inc. (ABBV $212.40)
  • $212.40 P/E (TTM): 89.66X Cap: $375.68B
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• UnitedHealth Group Incorporated (DE) (UNH $306.91)
  • $306.91 P/E (TTM): 23.13X Cap: $278.57B
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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 $3.01)
  • $3.01 Cap: $360M
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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.

Upvote 0

Read Answer Asked by Hue on February 14, 2023

• Verizon Communications Inc. (VZ $47.07)
  • $47.07 P/E (TTM): 11.83X Cap: $201.52B
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• BCE Inc. (BCE $33.03)
  • $33.03 P/E (TTM): 4.92X Cap: $30.80B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.28)
  • $45.28 P/E (TTM): 4.23X Cap: $24.88B
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• TELUS Corporation (T $16.27)
  • $16.27 P/E (TTM): 24.26X Cap: $24.90B
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• T-Mobile US Inc. (TMUS $197.54)
  • $197.54 P/E (TTM): 20.33X Cap: $217.66B
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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 $18.01)
  • $18.01 P/E (TTM): 9.77X Cap: $12.93B
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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!

Upvote 0

Read Answer Asked by George on February 14, 2023

• AbbVie Inc. (ABBV $212.40)
  • $212.40 P/E (TTM): 89.66X Cap: $375.68B
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Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?

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Read Answer Asked by Justin on February 14, 2023