Investment Q&A

• Bank of America Corporation (BAC $48.56)
  • $48.56 P/E (TTM): 12.67X Cap: $348.49B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $288.73)
  • $288.73 P/E (TTM): 14.47X Cap: $781.92B
  • View JPM Profile
  • View Questions on JPM
• Lowe's Companies Inc. (LOW $251.11)
  • $251.11 P/E (TTM): 20.71X Cap: $140.86B
  • View LOW Profile
  • View Questions on LOW
• Pfizer Inc. (PFE $27.16)
  • $27.16 P/E (TTM): 19.89X Cap: $154.43B
  • View PFE Profile
  • View Questions on PFE
• Target Corporation (TGT $120.74)
  • $120.74 P/E (TTM): 14.56X Cap: $54.67B
  • View TGT Profile
  • View Questions on TGT
• Bank of Nova Scotia (The) (BNS $97.20)
  • $97.20 P/E (TTM): 24.09X Cap: $118.63B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Brookfield Renewable Partners L.P. (BEP.UN $41.76)
  • $41.76 Cap: $28.40B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Maple Leaf Foods Inc. (MFI $27.90)
  • $27.90 P/E (TTM): 17.65X Cap: $3.47B
  • View MFI Profile
  • View Questions on MFI
• Kinaxis Inc. (KXS $143.16)
  • $143.16 P/E (TTM): 82.32X Cap: $3.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $97.97)
  • $97.97 P/E (TTM): 67.12X Cap: $4.37B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.78)
  • $175.78 P/E (TTM): 143.69X Cap: $229.23B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $25.35)
  • $25.35 P/E (TTM): 29.27X Cap: $5.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.59)
  • $5.59 P/E (TTM): 19.3X Cap: $599M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.67)
  • $12.67 P/E (TTM): 33.97X Cap: $3.70B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Digital Turbine Inc. (APPS $3.86)
  • $3.86 Cap: $462M
  • View APPS Profile
  • View Questions on APPS
• Unity Software Inc. (U $20.67)
  • $20.67 Cap: $9.19B
  • View U Profile
  • View Questions on U
• Nuvei Corporation (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James

Upvote 0

Read Answer Asked by JAMES on November 28, 2022

• Intuit Inc. (INTU $453.95)
  • $453.95 P/E (TTM): 30.82X Cap: $125.53B
  • View INTU Profile
  • View Questions on INTU

Q: Good day your thoughts please on INTU
Thanks again

Upvote 0

Read Answer Asked by George on November 28, 2022

• Tesla Inc. (TSLA $399.24)
  • $399.24 P/E (TTM): 367.34X Cap: $1.49T
  • View TSLA Profile
  • View Questions on TSLA

Q: Please comments on Tsla, what would be a great entry price to buy? Many thanks.

Upvote 0

Read Answer Asked by Hue on November 28, 2022

Q: If i bought ANGC today, would i receive the Dec 9th dividend payment?


Thanks

Stephen

Upvote 0

Read Answer Asked by Stephen on November 28, 2022

• AGNC Investment Corp. (AGNC $10.72)
  • $10.72 P/E (TTM): 7.58X Cap: $11.88B
  • View AGNC Profile
  • View Questions on AGNC

Q: Hi

Last Q on agnc was February…. Lots has changed since then including the share price

I just read an article on SeekingAlpha that suggests now is a better ( but not totally risk free) time to buy it.

BTW 5i is still my favourite source of info. Significantly so!

So I would appreciate your input on AGNC before going after that 15.7% dividend….
especially if it leads to falling off a cliff.

Or moving onto to another high yield but safer investment

Thanks in advance for your guidance.

Upvote 0

Read Answer Asked by Donald on November 28, 2022

• Magnite Inc. (MGNI $13.00)
  • $13.00 P/E (TTM): 16.28X Cap: $1.87B
  • View MGNI Profile
  • View Questions on MGNI

Q: Please comments on Mgni, sell or hold? Thanks

Upvote 0

Read Answer Asked by Hue on November 28, 2022

• Genuine Parts Company (GPC $108.96)
  • $108.96 P/E (TTM): 237.96X Cap: $15.15B
  • View GPC Profile
  • View Questions on GPC

Q: What are your thoughts on GPC. How is their DEBTS. How was their last earnings. Would you consider buying now

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on November 28, 2022

• Visa Inc. (V $314.43)
  • $314.43 P/E (TTM): 29.67X Cap: $602.45B
  • View V Profile
  • View Questions on V

Q: Hi Peter, Ryan & 5i team,
Opinions seem to be high on Visa right now with pent up demand for travelling . What are your thoughts on the stock? It is trading @ $211.73 US . Is there a canadian hedged Visa Stock? "VISA CDR trades @ $20.48. can you please clarify?
thank you for your opinions.

Upvote 0

Read Answer Asked by john on November 25, 2022

• Enphase Energy Inc. (ENPH $43.59)
  • $43.59 P/E (TTM): 31.67X Cap: $5.71B
  • View ENPH Profile
  • View Questions on ENPH

Q: Enphase Energy has great momentum but it looks too richly valued to me. What is your opinion? Thanks.

Upvote 0

Read Answer Asked by Michael on November 25, 2022

• Alphabet Inc. (GOOG $306.93)
  • $306.93 P/E (TTM): 28.31X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 37.28X Cap: $4.48T
  • View NVDA Profile
  • View Questions on NVDA

Q: Of the CDR’s listed on the NEO exchange what would be your top two picks, regardless of sector, for total return over the long term (at least 5-10 years) for a TFSA of a 25 year old? Thanks.

Upvote 0

Read Answer Asked by Bruce on November 24, 2022

• Meta Platforms Inc. (META $654.07)
  • $654.07 P/E (TTM): 27.56X Cap: $1.65T
  • View META Profile
  • View Questions on META
• Netflix Inc. (NFLX $96.94)
  • $96.94 P/E (TTM): 38.88X Cap: $409.29B
  • View NFLX Profile
  • View Questions on NFLX
• The Walt Disney Company (DIS $101.32)
  • $101.32 P/E (TTM): 14.97X Cap: $179.49B
  • View DIS Profile
  • View Questions on DIS
• Paramount Global (PARA)
  • Cap: $7.44B
  • View PARA Profile
  • View Questions on PARA

Q: Want to sell META and buy one of the others. Which would you chooses?
Thanks

Upvote 0

Read Answer Asked by Austin on November 24, 2022

• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 37.28X Cap: $4.48T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $203.23)
  • $203.23 P/E (TTM): 76.48X Cap: $331.34B
  • View AMD Profile
  • View Questions on AMD
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $347.09)
  • $347.09 P/E (TTM): 47.59X Cap: $1.80T
  • View TSM Profile
  • View Questions on TSM

Q: I own AMD & NVDA. Thinking of buy TSM. Please comment.
Thanks

Upvote 0

Read Answer Asked by Austin on November 24, 2022

• iShares Russell 2000 Growth ETF (IWO $325.22)
  • $325.22 P/E (TTM): 22.36X Cap: $12.69B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $253.36)
  • $253.36 P/E (TTM): 17.63X Cap: $70.43B
  • View IWM Profile
  • View Questions on IWM
• Vanguard Mid-Cap ETF (VO $295.34)
  • $295.34 P/E (TTM): 22.97X Cap: $90.77B
  • View VO Profile
  • View Questions on VO

Q: Your last market update contained the following noteworthy statement:

“For investors with a long-term horizon, small-caps and mid-caps are presenting investors with a roughly once-in-a-decade opportunity.”

Can you recommend a few US ETFs that fit into this thesis?

Upvote 0

Read Answer Asked by Steven on November 24, 2022

• Monte Rosa Therapeutics Inc. (GLUE $17.28)
  • $17.28 P/E (TTM): 49.44X Cap: $1.21B
  • View GLUE Profile
  • View Questions on GLUE

Q: What do you think of this stock? Will it hold together (sorry, couldn't resist) Thx

Upvote 0

Read Answer Asked by Michael on November 24, 2022

• Salesforce Inc. (CRM $194.91)
  • $194.91 P/E (TTM): 25.91X Cap: $183.48B
  • View CRM Profile
  • View Questions on CRM
• ServiceNow Inc. (NOW $116.61)
  • $116.61 P/E (TTM): 72.92X Cap: $121.97B
  • View NOW Profile
  • View Questions on NOW
• Palo Alto Networks Inc. (PANW $165.58)
  • $165.58 P/E (TTM): 91.19X Cap: $135.11B
  • View PANW Profile
  • View Questions on PANW
• Wisdom Tree Cloud Computing Fund (WCLD $28.79)
  • $28.79 P/E (TTM): 40.86X Cap: $273M
  • View WCLD Profile
  • View Questions on WCLD

Q: Which would you buy now? Thanks

Upvote 0

Read Answer Asked by Austin on November 23, 2022

• Blackstone Inc. (BX $109.96)
  • $109.96 P/E (TTM): 28.45X Cap: $82.12B
  • View BX Profile
  • View Questions on BX

Q: Do you like BX at these prices. Does it make sense to own this with BAM or is there too much overlap?

Upvote 0

Read Answer Asked by Chris on November 23, 2022

• YETI Holdings Inc. (YETI $37.93)
  • $37.93 P/E (TTM): 19.63X Cap: $3.04B
  • View YETI Profile
  • View Questions on YETI

Q: Could you please comment on their last quarterly earnings and their outlook going forward. Thank you

Upvote 0

Read Answer Asked by Cheryl on November 23, 2022

• The Walt Disney Company (DIS $101.32)
  • $101.32 P/E (TTM): 14.97X Cap: $179.49B
  • View DIS Profile
  • View Questions on DIS

Q: What do you think Iger is going to do to put his stamp on DIS again? He already got rid of Chapek and his lieutenant. Is he just going to do some more re-structuring and stay the course for 2 more years while he picks a successor. Or will he do some bolder moves as he has done in the past? He is perceived as a visionary and has acquired Pixar, Marvel and Fox over the years. What are the odds that he makes a big acquisition in streaming such as NFLX, ROKU or PARA? What are the odds that he sells DIS? Years ago, it was speculated that he had such discussions with Steve Jobs.

Thoughts?

Upvote 0

Read Answer Asked by Dave on November 23, 2022

• AbbVie Inc. (ABBV $227.01)
  • $227.01 P/E (TTM): 96.38X Cap: $401.39B
  • View ABBV Profile
  • View Questions on ABBV

Q: Are you concerned with ABBV debt to equity of 4.35? If not why? Thanks.

Upvote 0

Read Answer Asked by Cheryl on November 23, 2022

• CSX Corporation (CSX $40.91)
  • $40.91 P/E (TTM): 26.36X Cap: $76.07B
  • View CSX Profile
  • View Questions on CSX
• Union Pacific Corporation (UNP $250.21)
  • $250.21 P/E (TTM): 21.23X Cap: $150.49B
  • View UNP Profile
  • View Questions on UNP
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Where would you put initial investment, CNR, CP, TFII, or US rail stocks and why?
Thanks again

Upvote 0

Read Answer Asked by eugene on November 23, 2022