Investment Q&A

• Bank of America Corporation (BAC $48.49)
  • $48.49 P/E (TTM): 12.87X Cap: $343.76B
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• JPMorgan Chase & Co. (JPM $289.94)
  • $289.94 P/E (TTM): 14.47X Cap: $781.92B
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• Lowe's Companies Inc. (LOW $252.51)
  • $252.51 P/E (TTM): 20.85X Cap: $140.36B
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• Pfizer Inc. (PFE $27.23)
  • $27.23 P/E (TTM): 19.89X Cap: $152.44B
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• Target Corporation (TGT $121.41)
  • $121.41 P/E (TTM): 14.64X Cap: $54.40B
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• Bank of Nova Scotia (The) (BNS $97.63)
  • $97.63 P/E (TTM): 24.09X Cap: $118.63B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.39)
  • $41.39 Cap: $27.75B
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• Maple Leaf Foods Inc. (MFI $28.61)
  • $28.61 P/E (TTM): 17.73X Cap: $3.56B
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• Kinaxis Inc. (KXS $141.70)
  • $141.70 P/E (TTM): 82.32X Cap: $3.97B
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• Premium Brands Holdings Corporation (PBH $99.03)
  • $99.03 P/E (TTM): 67.29X Cap: $4.40B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.10)
  • $176.10 P/E (TTM): 140.01X Cap: $236.59B
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• Savaria Corporation (SIS $25.44)
  • $25.44 P/E (TTM): 29.67X Cap: $5.74B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.57)
  • $5.57 P/E (TTM): 19.3X Cap: $599M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.68)
  • $12.68 P/E (TTM): 33.97X Cap: $3.67B
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• Digital Turbine Inc. (APPS $3.96)
  • $3.96 Cap: $478M
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• Unity Software Inc. (U $20.49)
  • $20.49 Cap: $9.19B
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• Nuvei Corporation (NVEI)
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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

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Read Answer Asked by JAMES on November 28, 2022

• Intuit Inc. (INTU $453.90)
  • $453.90 P/E (TTM): 31.31X Cap: $130.99B
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Q: Good day your thoughts please on INTU
Thanks again

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Read Answer Asked by George on November 28, 2022

• Tesla Inc. (TSLA $402.15)
  • $402.15 P/E (TTM): 367.34X Cap: $1.49T
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Q: Please comments on Tsla, what would be a great entry price to buy? Many thanks.

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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

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Read Answer Asked by Stephen on November 28, 2022

• AGNC Investment Corp. (AGNC $10.75)
  • $10.75 P/E (TTM): 7.65X Cap: $11.68B
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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.

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Read Answer Asked by Donald on November 28, 2022

• Magnite Inc. (MGNI $13.15)
  • $13.15 P/E (TTM): 16.28X Cap: $1.95B
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Q: Please comments on Mgni, sell or hold? Thanks

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Read Answer Asked by Hue on November 28, 2022

• Genuine Parts Company (GPC $111.33)
  • $111.33 P/E (TTM): 245.79X Cap: $15.55B
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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

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Read Answer Asked by Hector on November 28, 2022

• Visa Inc. (V $315.67)
  • $315.67 P/E (TTM): 29.8X Cap: $605.40B
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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.

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Read Answer Asked by john on November 25, 2022

• Enphase Energy Inc. (ENPH $42.79)
  • $42.79 P/E (TTM): 31.19X Cap: $5.35B
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Q: Enphase Energy has great momentum but it looks too richly valued to me. What is your opinion? Thanks.

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Read Answer Asked by Michael on November 25, 2022

• Alphabet Inc. (GOOG $308.24)
  • $308.24 P/E (TTM): 27.59X Cap: $3.70T
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• NVIDIA Corporation (NVDA $185.28)
  • $185.28 P/E (TTM): 36.29X Cap: $4.43T
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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.

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Read Answer Asked by Bruce on November 24, 2022

• Meta Platforms Inc. (META $656.39)
  • $656.39 P/E (TTM): 27.45X Cap: $1.63T
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• Netflix Inc. (NFLX $97.01)
  • $97.01 P/E (TTM): 39.15X Cap: $415.12B
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• The Walt Disney Company (DIS $101.69)
  • $101.69 P/E (TTM): 14.95X Cap: $180.09B
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• Paramount Global (PARA)
  • Cap: $7.44B
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Q: Want to sell META and buy one of the others. Which would you chooses?
Thanks

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Read Answer Asked by Austin on November 24, 2022

• NVIDIA Corporation (NVDA $185.28)
  • $185.28 P/E (TTM): 36.29X Cap: $4.43T
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• Advanced Micro Devices Inc. (AMD $204.17)
  • $204.17 P/E (TTM): 72.62X Cap: $330.45B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $350.87)
  • $350.87 P/E (TTM): 47.59X Cap: $1.80T
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Q: I own AMD & NVDA. Thinking of buy TSM. Please comment.
Thanks

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Read Answer Asked by Austin on November 24, 2022

• iShares Russell 2000 Growth ETF (IWO $328.34)
  • $328.34 P/E (TTM): 22.36X Cap: $12.70B
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• iShares Russell 2000 ETF (IWM $255.94)
  • $255.94 P/E (TTM): 17.63X Cap: $70.50B
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• Vanguard Mid-Cap ETF (VO $297.98)
  • $297.98 P/E (TTM): 22.97X Cap: $91.56B
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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?

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Read Answer Asked by Steven on November 24, 2022

• Monte Rosa Therapeutics Inc. (GLUE $17.70)
  • $17.70 P/E (TTM): 49.44X Cap: $1.21B
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Q: What do you think of this stock? Will it hold together (sorry, couldn't resist) Thx

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Read Answer Asked by Michael on November 24, 2022

• Salesforce Inc. (CRM $194.61)
  • $194.61 P/E (TTM): 25.91X Cap: $183.48B
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• ServiceNow Inc. (NOW $118.09)
  • $118.09 P/E (TTM): 74.37X Cap: $127.53B
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• Palo Alto Networks Inc. (PANW $165.25)
  • $165.25 P/E (TTM): 91.19X Cap: $134.72B
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• Wisdom Tree Cloud Computing Fund (WCLD $28.88)
  • $28.88 P/E (TTM): 40.86X Cap: $273M
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Q: Which would you buy now? Thanks

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Read Answer Asked by Austin on November 23, 2022

• Blackstone Inc. (BX $111.36)
  • $111.36 P/E (TTM): 28.45X Cap: $82.12B
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Q: Do you like BX at these prices. Does it make sense to own this with BAM or is there too much overlap?

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Read Answer Asked by Chris on November 23, 2022

• YETI Holdings Inc. (YETI $39.30)
  • $39.30 P/E (TTM): 19.63X Cap: $3.04B
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Q: Could you please comment on their last quarterly earnings and their outlook going forward. Thank you

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Read Answer Asked by Cheryl on November 23, 2022

• The Walt Disney Company (DIS $101.69)
  • $101.69 P/E (TTM): 14.95X Cap: $180.09B
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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?

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Read Answer Asked by Dave on November 23, 2022

• AbbVie Inc. (ABBV $227.10)
  • $227.10 P/E (TTM): 97.5X Cap: $402.17B
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Q: Are you concerned with ABBV debt to equity of 4.35? If not why? Thanks.

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Read Answer Asked by Cheryl on November 23, 2022

• CSX Corporation (CSX $41.19)
  • $41.19 P/E (TTM): 25.94X Cap: $75.49B
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• Union Pacific Corporation (UNP $253.33)
  • $253.33 P/E (TTM): 21.23X Cap: $150.49B
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• Miscellaneous (MISC)
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Q: Where would you put initial investment, CNR, CP, TFII, or US rail stocks and why?
Thanks again

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Read Answer Asked by eugene on November 23, 2022