Investment Q&A

• Amazon.com Inc. (AMZN $226.35)
  • $226.35 Fwd P/E: 36.76X Cap: $2.39T
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Q: Amazon, seems to be trading sideways for a while now. Is it still worth it to stay in or do you think it makes sense to existing buy some other big tech to diversify?

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Read Answer Asked by Eugene on December 13, 2021

• Intuitive Surgical Inc. (ISRG $512.23)
  • $512.23 Fwd P/E: 75.61X Cap: $183.53B
  • View ISRG Profile
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• Stryker Corporation (SYK $390.59)
  • $390.59 Fwd P/E: 52.9X Cap: $148.83B
  • View SYK Profile
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Q: Hi Peter & team,

For US Heathcare, I’ve ABBV. I want to add one more wide moat, stable growth healthcare company. Thinking of either SYK or ISRG. Based on their current market valuation, balance sheets, and future revenue growth, which is the current preferred choice and why. Or is there another better choice? What’s the suggested entry price? Thanks.

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Read Answer Asked by Willie on December 13, 2021

• The Walt Disney Company (DIS $118.98)
  • $118.98 Fwd P/E: 24.48X Cap: $215.67B
  • View DIS Profile
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Q: Hi 5i
What are your thoughts on DIS ($153) and VR? Is it a significant new revenue stream and how many years away?
Thanks,
Greg

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Read Answer Asked by Greg on December 13, 2021

• NVIDIA Corporation (NVDA $170.70)
  • $170.70 Fwd P/E: 52.93X Cap: $4T
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• QUALCOMM Incorporated (QCOM $154.30)
  • $154.30 Fwd P/E: 15.74X Cap: $169.41B
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Q: At what % of a total portfolio would you feel it is reasonable to let these two stocks run to before starting to pare back ? A range for low-med-high risk would be useful.
Also, any opinion on what you see in the year ahead for them ?
Many Thanks.

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Read Answer Asked by Alexandra on December 13, 2021

• Apple Inc. (AAPL $209.11)
  • $209.11 Fwd P/E: 32.5X Cap: $3.11T
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• Amazon.com Inc. (AMZN $226.35)
  • $226.35 Fwd P/E: 36.76X Cap: $2.39T
  • View AMZN Profile
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• Costco Wholesale Corporation (COST $967.68)
  • $967.68 Fwd P/E: 57.3X Cap: $435.01B
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• Alphabet Inc. (GOOG $183.10)
  • $183.10 Fwd P/E: 20.4X Cap: $2.21T
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• Microsoft Corporation (MSFT $505.82)
  • $505.82 Fwd P/E: 38.9X Cap: $3.73T
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• Visa Inc. (V $347.02)
  • $347.02 Fwd P/E: 35.23X Cap: $669.62B
  • View V Profile
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Q: Could you please rate the above best to least for growth in the next few years
Thank you for all your great advice.

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Read Answer Asked by Bonnie on December 13, 2021

• Costco Wholesale Corporation (COST $967.68)
  • $967.68 Fwd P/E: 57.3X Cap: $435.01B
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• Roper Technologies Inc. (ROP $544.82)
  • $544.82 Fwd P/E: 39.53X Cap: $58.95B
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• Xylem Inc. New (XYL $129.67)
  • $129.67 Fwd P/E: 35.3X Cap: $31.87B
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• Dollarama Inc. (DOL $188.56)
  • $188.56 Fwd P/E: 43.72X Cap: $53.08B
  • View DOL Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $51.50)
  • $51.50 Fwd P/E: 61.29X Cap: $26.17B
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• Premium Brands Holdings Corporation (PBH $82.52)
  • $82.52 Fwd P/E: 31.29X Cap: $3.70B
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• Nutrien Ltd. (NTR $82.22)
  • $82.22 Fwd P/E: 56.97X Cap: $40.70B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • Fwd P/E: 9.8X
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• Jacobs Solutions Inc. (J $133.72)
  • $133.72 Fwd P/E: 37.68X Cap: $16.34B
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• Trane Technologies plc (TT $436.36)
  • $436.36 Fwd P/E: 36.57X Cap: $97.94B
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Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

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Read Answer Asked by Brett on December 10, 2021

• Meta Platforms Inc. (META $710.39)
  • $710.39 Fwd P/E: 28.18X Cap: $1.81T
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• Alphabet Inc. (GOOG $183.10)
  • $183.10 Fwd P/E: 20.4X Cap: $2.21T
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• Intuitive Surgical Inc. (ISRG $512.23)
  • $512.23 Fwd P/E: 75.61X Cap: $183.53B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $5,675.53)
  • $5,675.53 Fwd P/E: 35.95X Cap: $187.62B
  • View BKNG Profile
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• AbbVie Inc. (ABBV $186.39)
  • $186.39 Fwd P/E: 81.85X Cap: $335.40B
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• The AES Corporation (AES $13.14)
  • $13.14 Fwd P/E: 6.87X Cap: $8.96B
  • View AES Profile
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• Duke Energy Corporation (Holding Company) (DUK $117.10)
  • $117.10 Fwd P/E: 19.56X Cap: $91.66B
  • View DUK Profile
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• Home Depot Inc. (The) (HD $358.64)
  • $358.64 Fwd P/E: 25.13X Cap: $368.23B
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• Hess Corporation (HES $148.62)
  • $148.62 Fwd P/E: 20.73X Cap: $46.66B
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• JPMorgan Chase & Co. (JPM $286.55)
  • $286.55 Fwd P/E: 14.17X Cap: $802.32B
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• Medtronic plc. (MDT $89.22)
  • $89.22 Fwd P/E: 24.86X Cap: $114.96B
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• Mosaic Company (The) (MOS $35.90)
  • $35.90 Fwd P/E: 31.08X Cap: $11.43B
  • View MOS Profile
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• Morgan Stanley (MS $141.59)
  • $141.59 Fwd P/E: 16.88X Cap: $230.97B
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• Prologis Inc. (PLD $108.62)
  • $108.62 Fwd P/E: 27.27X Cap: $101.46B
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• PPG Industries Inc. (PPG $114.29)
  • $114.29 Fwd P/E: 20.04X Cap: $26.41B
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• Public Storage (PSA $283.91)
  • $283.91 Fwd P/E: 28.63X Cap: $50.63B
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• Sherwin-Williams Company (The) (SHW $339.05)
  • $339.05 Fwd P/E: 32.56X Cap: $86.33B
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• Stryker Corporation (SYK $390.59)
  • $390.59 Fwd P/E: 52.9X Cap: $148.83B
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• TJX Companies Inc. (The) (TJX $121.74)
  • $121.74 Fwd P/E: 29.07X Cap: $137.84B
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• Verizon Communications Inc. (VZ $41.26)
  • $41.26 Fwd P/E: 9.9X Cap: $175.31B
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• Exxon Mobil Corporation (XOM $112.91)
  • $112.91 Fwd P/E: 15.11X Cap: $490.95B
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• Xylem Inc. New (XYL $129.67)
  • $129.67 Fwd P/E: 35.3X Cap: $31.87B
  • View XYL Profile
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• Bank of Nova Scotia (The) (BNS $74.84)
  • $74.84 Fwd P/E: 15.68X Cap: $93.15B
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• Suncor Energy Inc. (SU $54.10)
  • $54.10 Fwd P/E: 11.02X Cap: $67.35B
  • View SU Profile
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• BCE Inc. (BCE $33.03)
  • $33.03 Fwd P/E: 77.88X Cap: $29.84B
  • View BCE Profile
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• Canadian Natural Resources Limited (CNQ $42.97)
  • $42.97 Fwd P/E: 12.2X Cap: $91.91B
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• Loblaw Companies Limited (L $220.32)
  • $220.32 Fwd P/E: 31.12X Cap: $67.59B
  • View L Profile
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• Sun Life Financial Inc. (SLF $85.11)
  • $85.11 Fwd P/E: 15.72X Cap: $48.87B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.88)
  • $45.88 Fwd P/E: 14.83X Cap: $24.33B
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• TELUS Corporation (T $22.45)
  • $22.45 Fwd P/E: 28.43X Cap: $34B
  • View T Profile
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• Dollarama Inc. (DOL $188.56)
  • $188.56 Fwd P/E: 43.72X Cap: $53.08B
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• Fortis Inc. (FTS $64.53)
  • $64.53 Fwd P/E: 19.53X Cap: $32.42B
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• ARC Resources Ltd. (ARX $27.47)
  • $27.47 Fwd P/E: 12.35X Cap: $16.33B
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• WSP Global Inc. (WSP $283.18)
  • $283.18 Fwd P/E: 52.04X Cap: $37.18B
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• Algonquin Power & Utilities Corp. (AQN $8.00)
  • $8.00 Cap: $6.15B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.65)
  • $45.65 Fwd P/E: 65.14X Cap: $7.48B
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• Descartes Systems Group Inc. (The) (DSG $140.30)
  • $140.30 Fwd P/E: 61.81X Cap: $12.05B
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• TFI International Inc. (TFII $121.36)
  • $121.36 Fwd P/E: 19.86X Cap: $10.34B
  • View TFII Profile
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• Whitecap Resources Inc. (WCP $9.67)
  • $9.67 Fwd P/E: 6.29X Cap: $5.68B
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• ATS Corporation (ATS $40.68)
  • $40.68 Cap: $4.01B
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• BRP Inc. Subordinate Voting Shares (DOO $66.41)
  • $66.41 Cap: $4.91B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 Fwd P/E: 15.23X Cap: $5.99B
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• Premium Brands Holdings Corporation (PBH $82.52)
  • $82.52 Fwd P/E: 31.29X Cap: $3.70B
  • View PBH Profile
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• Knight Therapeutics Inc. (GUD $6.07)
  • $6.07 Fwd P/E: 60.3X Cap: $606M
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• Block Inc. Class A (SQ)
  • Fwd P/E: 59.56X Cap: $53.89B
  • View SQ Profile
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• goeasy Ltd. (GSY $170.96)
  • $170.96 Fwd P/E: 11.28X Cap: $2.82B
  • View GSY Profile
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• InterRent Real Estate Investment Trust (IIP.UN $13.35)
  • $13.35 Cap: $1.86B
  • View IIP.UN Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.88)
  • $11.88 Fwd P/E: 27.67X Cap: $3.48B
  • View DIR.UN Profile
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• Profound Medical Corp. (PRN $7.83)
  • $7.83 Cap: $236M
  • View PRN Profile
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• Boralex Inc. Class A Shares (BLX $31.59)
  • $31.59 Fwd P/E: 291.76X Cap: $3.23B
  • View BLX Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $72.13)
  • $72.13 Fwd P/E: 36.72X Cap: $8.36B
  • View ATZ Profile
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• CubeSmart (CUBE $41.25)
  • $41.25 Fwd P/E: 24.95X Cap: $9.61B
  • View CUBE Profile
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• Nutrien Ltd. (NTR $82.22)
  • $82.22 Fwd P/E: 56.97X Cap: $40.70B
  • View NTR Profile
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• Alimentation Couche-Tard Inc. (ATD.A)
  • Fwd P/E: 9.8X
  • View ATD.A Profile
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• Extra Space Storage Inc (EXR $147.95)
  • $147.95 Fwd P/E: 34.99X Cap: $31.92B
  • View EXR Profile
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• MEDIFAST INC (MED $13.69)
  • $13.69 Cap: $157M
  • View MED Profile
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• T-Mobile US Inc. (TMUS $226.02)
  • $226.02 Fwd P/E: 22.28X Cap: $259.05B
  • View TMUS Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
  • $16.25 Cap: $2.19B
  • View LSPD Profile
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• CrowdStrike Holdings Inc. (CRWD $473.28)
  • $473.28 Cap: $118.68B
  • View CRWD Profile
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• Jacobs Solutions Inc. (J $133.72)
  • $133.72 Fwd P/E: 37.68X Cap: $16.34B
  • View J Profile
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• Trane Technologies plc (TT $436.36)
  • $436.36 Fwd P/E: 36.57X Cap: $97.94B
  • View TT Profile
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• Celsius Holdings Inc. (CELH $45.51)
  • $45.51 Fwd P/E: 137.79X Cap: $11.71B
  • View CELH Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $48.43)
  • $48.43 Cap: $17.08B
  • View BEPC Profile
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• Topicus.com Inc. (TOI $177.03)
  • $177.03 Fwd P/E: 92.71X Cap: $23.03B
  • View TOI Profile
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Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

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Read Answer Asked by kaushikbhai on December 10, 2021

• Teladoc Health Inc. (TDOC $7.91)
  • $7.91 Cap: $1.45B
  • View TDOC Profile
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Q: What are your thoughts on TDOC? Would you purchase at these levels for a higher risk investor? Do you expect a bounce in January? Would you prefer another stock with more potential upside?

Thanks for your service?

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Read Answer Asked by Ozzie on December 10, 2021

• Intuitive Surgical Inc. (ISRG $512.23)
  • $512.23 Fwd P/E: 75.61X Cap: $183.53B
  • View ISRG Profile
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• Rockwell Automation Inc. (ROK $346.59)
  • $346.59 Fwd P/E: 43.22X Cap: $38.68B
  • View ROK Profile
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• iRobot Corporation (IRBT $4.51)
  • $4.51 Cap: $150M
  • View IRBT Profile
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Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?

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Read Answer Asked by Stephan on December 10, 2021

• Target Corporation (TGT $102.21)
  • $102.21 Fwd P/E: 11.51X Cap: $47.36B
  • View TGT Profile
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• Walmart Inc. (WMT $95.39)
  • $95.39 Fwd P/E: 40.93X Cap: $764.36B
  • View WMT Profile
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Q: Morning... Could you compare WMT and TGT and let us know which company you'd prefer and why?

thx, M

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Read Answer Asked by Mark on December 10, 2021

• PayPal Holdings Inc. (PYPL $72.96)
  • $72.96 Fwd P/E: 16.6X Cap: $71.86B
  • View PYPL Profile
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• Mastercard Incorporated (MA $550.36)
  • $550.36 Fwd P/E: 38.78X Cap: $502.16B
  • View MA Profile
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• Visa Inc. (V $347.02)
  • $347.02 Fwd P/E: 35.23X Cap: $669.62B
  • View V Profile
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• Block Inc. Class A (SQ)
  • Fwd P/E: 59.56X Cap: $53.89B
  • View SQ Profile
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Q: I have been hearing regularly BNN market call guest select payment stocks as their top picks over the last month. What is your opinion of these stocks? are they good value right now and do you think they are facing any headwinds?
thanks

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Read Answer Asked by Mary on December 10, 2021

• Zillow Group Inc. (Z $76.62)
  • $76.62 Cap: $18.23B
  • View Z Profile
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• ARK Fintech Innovation ETF (ARKF $51.69)
  • $51.69 Fwd P/E: 109.56X Cap: $1.23B
  • View ARKF Profile
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• Opendoor Technologies Inc (OPEN $1.04)
  • $1.04 Cap: $656M
  • View OPEN Profile
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Q: Hello 5i team!

Your thought on adding ARKF (Ark ETF Fintech) versus buying Zillow or Open Door. With ARKF, I will add some bitcoins & fintech to my portfolio that I didn't own as well real estate selling/buying online. Zillow is down significantly after retreating from buying real estate, is it time to step in at today pricing. Thank you!

Upvote 0

Read Answer Asked by Nhung on December 10, 2021

• Apple Inc. (AAPL $209.11)
  • $209.11 Fwd P/E: 32.5X Cap: $3.11T
  • View AAPL Profile
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• Alphabet Inc. (GOOG $183.10)
  • $183.10 Fwd P/E: 20.4X Cap: $2.21T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $505.82)
  • $505.82 Fwd P/E: 38.9X Cap: $3.73T
  • View MSFT Profile
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• UnitedHealth Group Incorporated (DE) (UNH $291.71)
  • $291.71 Fwd P/E: 12.58X Cap: $272.66B
  • View UNH Profile
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• Walmart Inc. (WMT $95.39)
  • $95.39 Fwd P/E: 40.93X Cap: $764.36B
  • View WMT Profile
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• Toronto-Dominion Bank (The) (TD $100.87)
  • $100.87 Fwd P/E: 10.39X Cap: $174.79B
  • View TD Profile
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• Sun Life Financial Inc. (SLF $85.11)
  • $85.11 Fwd P/E: 15.72X Cap: $48.87B
  • View SLF Profile
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  • View Reports on SLF
• TELUS Corporation (T $22.45)
  • $22.45 Fwd P/E: 28.43X Cap: $34B
  • View T Profile
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• Constellation Software Inc. (CSU $4,913.60)
  • $4,913.60 Fwd P/E: 103.57X Cap: $103.58B
  • View CSU Profile
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  • View Reports on CSU

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Upvote 0

Read Answer Asked by Danny-boy on December 10, 2021

Q: 5i
Can you please provide me with 3 stocks you would consider 'Bargain Prices' today!
Thanks

Upvote 0

Read Answer Asked by Fernando on December 10, 2021

• NVIDIA Corporation (NVDA $170.70)
  • $170.70 Fwd P/E: 52.93X Cap: $4T
  • View NVDA Profile
  • View Questions on NVDA
• The Trade Desk Inc. (TTD $80.40)
  • $80.40 Fwd P/E: 91.99X Cap: $37.06B
  • View TTD Profile
  • View Questions on TTD
• CrowdStrike Holdings Inc. (CRWD $473.28)
  • $473.28 Cap: $118.68B
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U $29.69)
  • $29.69 Cap: $12.14B
  • View U Profile
  • View Questions on U
• Upstart Holdings Inc. (UPST $74.13)
  • $74.13 Cap: $7.13B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $66.15)
  • $66.15 Cap: $20.66B
  • View AFRM Profile
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Q: Looking to buy the dip and start positions in these names.

Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?

Upvote 0

Read Answer Asked by TRINA on December 10, 2021

• C3.ai Inc. Class A (AI $27.03)
  • $27.03 Cap: $3.60B
  • View AI Profile
  • View Questions on AI

Q: C3ai just announced a $500 million contract with the US DoD. The stock reaction has been muted. Shouldn't the stock price have reacted better with such a deal. If not why not? Thanks

Kenn

Upvote 0

Read Answer Asked by Kenneth on December 10, 2021

• Amazon.com Inc. (AMZN $226.35)
  • $226.35 Fwd P/E: 36.76X Cap: $2.39T
  • View AMZN Profile
  • View Questions on AMZN
• Intuitive Surgical Inc. (ISRG $512.23)
  • $512.23 Fwd P/E: 75.61X Cap: $183.53B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $5,675.53)
  • $5,675.53 Fwd P/E: 35.95X Cap: $187.62B
  • View BKNG Profile
  • View Questions on BKNG
• AbbVie Inc. (ABBV $186.39)
  • $186.39 Fwd P/E: 81.85X Cap: $335.40B
  • View ABBV Profile
  • View Questions on ABBV
• The AES Corporation (AES $13.14)
  • $13.14 Fwd P/E: 6.87X Cap: $8.96B
  • View AES Profile
  • View Questions on AES
• Duke Energy Corporation (Holding Company) (DUK $117.10)
  • $117.10 Fwd P/E: 19.56X Cap: $91.66B
  • View DUK Profile
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• Mosaic Company (The) (MOS $35.90)
  • $35.90 Fwd P/E: 31.08X Cap: $11.43B
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• PPG Industries Inc. (PPG $114.29)
  • $114.29 Fwd P/E: 20.04X Cap: $26.41B
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• Sherwin-Williams Company (The) (SHW $339.05)
  • $339.05 Fwd P/E: 32.56X Cap: $86.33B
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Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years

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Read Answer Asked by jacques on December 10, 2021

• Tetra Tech Inc. (TTEK $36.66)
  • $36.66 Fwd P/E: 53.97X Cap: $9.81B
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Q: This stock is down today 7.4% after they announced a 24 M $ carbon mitigation contract with USAID . What gives ?

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Read Answer Asked by Frank on December 10, 2021

• Roper Technologies Inc. (ROP $544.82)
  • $544.82 Fwd P/E: 39.53X Cap: $58.95B
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• Xylem Inc. New (XYL $129.67)
  • $129.67 Fwd P/E: 35.3X Cap: $31.87B
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• NV5 Global Inc. (NVEE $22.82)
  • $22.82 Fwd P/E: 50.78X Cap: $1.53B
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• Jacobs Solutions Inc. (J $133.72)
  • $133.72 Fwd P/E: 37.68X Cap: $16.34B
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• Trane Technologies plc (TT $436.36)
  • $436.36 Fwd P/E: 36.57X Cap: $97.94B
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Q: Which industrial stocks or ETFs would you recommend given where we are in this bull market? can you list them in terms of valuation (low to high) and potential for growth (low to high).
thanks

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Read Answer Asked by Mary on December 10, 2021

• Costco Wholesale Corporation (COST $967.68)
  • $967.68 Fwd P/E: 57.3X Cap: $435.01B
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• Walmart Inc. (WMT $95.39)
  • $95.39 Fwd P/E: 40.93X Cap: $764.36B
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Q: In a recent response (December 7), you ranked COST ahead of WMT. Can you please advise why? Thanks again.

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Read Answer Asked by Danny-boy on December 09, 2021