Investment Q&A

• DraftKings Inc. (DKNG $43.98)
  • $43.98 Cap: $21.83B
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• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: What company do you like better today for a long term growth investor?
Thanks

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Read Answer Asked by Curtis on December 13, 2021

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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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 $449.68)
  • $449.68 P/E (TTM): 63.49X Cap: $161.19B
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• Stryker Corporation (SYK $383.34)
  • $383.34 P/E (TTM): 51.5X Cap: $146.55B
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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 $115.96)
  • $115.96 P/E (TTM): 18.32X Cap: $208.48B
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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 $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
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• QUALCOMM Incorporated (QCOM $161.83)
  • $161.83 P/E (TTM): 15.6X Cap: $174.61B
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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 $234.07)
  • $234.07 P/E (TTM): 34.91X Cap: $3.47T
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• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Costco Wholesale Corporation (COST $967.90)
  • $967.90 P/E (TTM): 56.33X Cap: $429.24B
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• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.73X Cap: $3.79T
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
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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 $967.90)
  • $967.90 P/E (TTM): 56.33X Cap: $429.24B
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• Roper Technologies Inc. (ROP $512.53)
  • $512.53 P/E (TTM): 36.33X Cap: $55.15B
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• Xylem Inc. New (XYL $141.55)
  • $141.55 P/E (TTM): 36.93X Cap: $34.45B
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• Dollarama Inc. (DOL $188.77)
  • $188.77 P/E (TTM): 42.18X Cap: $52.17B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $57.99)
  • $57.99 P/E (TTM): 101.18X Cap: $28.53B
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• Premium Brands Holdings Corporation (PBH $93.51)
  • $93.51 P/E (TTM): 45.15X Cap: $4.17B
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• Nutrien Ltd. (NTR $78.88)
  • $78.88 P/E (TTM): 185.13X Cap: $38.32B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Jacobs Solutions Inc. (J $146.70)
  • $146.70 P/E (TTM): 37.19X Cap: $17.53B
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• Trane Technologies plc (TT $400.77)
  • $400.77 P/E (TTM): 32.93X Cap: $89.17B
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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.

Upvote 0

Read Answer Asked by Brett on December 10, 2021

• Meta Platforms Inc. (META $755.59)
  • $755.59 P/E (TTM): 27.25X Cap: $1.89T
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• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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• Intuitive Surgical Inc. (ISRG $449.68)
  • $449.68 P/E (TTM): 63.49X Cap: $161.19B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $5,458.32)
  • $5,458.32 P/E (TTM): 38.33X Cap: $176.90B
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• AbbVie Inc. (ABBV $218.34)
  • $218.34 P/E (TTM): 105.37X Cap: $385.71B
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• The AES Corporation (AES $12.88)
  • $12.88 P/E (TTM): 8.99X Cap: $9.17B
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• Duke Energy Corporation (Holding Company) (DUK $121.95)
  • $121.95 P/E (TTM): 19.86X Cap: $94.83B
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• Home Depot Inc. (The) (HD $422.69)
  • $422.69 P/E (TTM): 28.75X Cap: $420.73B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• JPMorgan Chase & Co. (JPM $306.91)
  • $306.91 P/E (TTM): 15.67X Cap: $843.92B
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• Medtronic plc. (MDT $94.03)
  • $94.03 P/E (TTM): 26.11X Cap: $120.61B
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• Mosaic Company (The) (MOS $33.65)
  • $33.65 P/E (TTM): 11.42X Cap: $10.67B
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• Morgan Stanley (MS $156.39)
  • $156.39 P/E (TTM): 17.7X Cap: $249.65B
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• Prologis Inc. (PLD $115.35)
  • $115.35 P/E (TTM): 31.03X Cap: $107.05B
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• PPG Industries Inc. (PPG $110.72)
  • $110.72 P/E (TTM): 25.24X Cap: $24.98B
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• Public Storage (PSA $292.32)
  • $292.32 P/E (TTM): 32.13X Cap: $51.28B
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• Sherwin-Williams Company (The) (SHW $360.10)
  • $360.10 P/E (TTM): 36.58X Cap: $89.78B
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• Stryker Corporation (SYK $383.34)
  • $383.34 P/E (TTM): 51.5X Cap: $146.55B
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• TJX Companies Inc. (The) (TJX $139.48)
  • $139.48 P/E (TTM): 33.14X Cap: $155.23B
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• Verizon Communications Inc. (VZ $43.97)
  • $43.97 P/E (TTM): 10.29X Cap: $185.39B
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• Exxon Mobil Corporation (XOM $112.16)
  • $112.16 P/E (TTM): 15.93X Cap: $478.16B
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• Xylem Inc. New (XYL $141.55)
  • $141.55 P/E (TTM): 36.93X Cap: $34.45B
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• Bank of Nova Scotia (The) (BNS $87.74)
  • $87.74 P/E (TTM): 17.09X Cap: $108.93B
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• Suncor Energy Inc. (SU $57.75)
  • $57.75 P/E (TTM): 12.47X Cap: $70.06B
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• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 73.02X Cap: $31.20B
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• Canadian Natural Resources Limited (CNQ $43.21)
  • $43.21 P/E (TTM): 10.96X Cap: $90.25B
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• Loblaw Companies Limited (L $55.58)
  • $55.58 P/E (TTM): 6.95X Cap: $66.07B
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• Sun Life Financial Inc. (SLF $82.06)
  • $82.06 P/E (TTM): 15.07X Cap: $46.64B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.53)
  • $49.53 P/E (TTM): 18.28X Cap: $27.44B
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• TELUS Corporation (T $22.10)
  • $22.10 P/E (TTM): 34.56X Cap: $33.92B
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• Dollarama Inc. (DOL $188.77)
  • $188.77 P/E (TTM): 42.18X Cap: $52.17B
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• Fortis Inc. (FTS $68.37)
  • $68.37 P/E (TTM): 20.02X Cap: $34.43B
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• ARC Resources Ltd. (ARX $24.29)
  • $24.29 P/E (TTM): 5.69X Cap: $14.20B
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• WSP Global Inc. (WSP $288.28)
  • $288.28 P/E (TTM): 47.42X Cap: $37.62B
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• Algonquin Power & Utilities Corp. (AQN $7.74)
  • $7.74 Cap: $5.94B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.71)
  • $41.71 P/E (TTM): 82.9X Cap: $6.60B
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• Descartes Systems Group Inc. (The) (DSG $144.53)
  • $144.53 P/E (TTM): 63.55X Cap: $12.42B
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• TFI International Inc. (TFII $129.57)
  • $129.57 P/E (TTM): 21.98X Cap: $10.75B
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• Whitecap Resources Inc. (WCP $10.53)
  • $10.53 P/E (TTM): 7.18X Cap: $12.96B
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• ATS Corporation (ATS $37.83)
  • $37.83 Cap: $3.69B
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• BRP Inc. Subordinate Voting Shares (DOO $88.99)
  • $88.99 Cap: $6.49B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Premium Brands Holdings Corporation (PBH $93.51)
  • $93.51 P/E (TTM): 45.15X Cap: $4.17B
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• Knight Therapeutics Inc. (GUD $6.34)
  • $6.34 Cap: $631M
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• goeasy Ltd. (GSY $207.45)
  • $207.45 P/E (TTM): 12.56X Cap: $3.33B
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• InterRent Real Estate Investment Trust (IIP.UN $13.35)
  • $13.35 Cap: $1.86B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.59)
  • $12.59 P/E (TTM): 25.98X Cap: $3.68B
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• Profound Medical Corp. (PRN $5.55)
  • $5.55 Cap: $166M
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• Boralex Inc. Class A Shares (BLX $27.09)
  • $27.09 Cap: $2.78B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $84.25)
  • $84.25 P/E (TTM): 42.94X Cap: $9.67B
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• CubeSmart (CUBE $41.19)
  • $41.19 P/E (TTM): 25.38X Cap: $9.39B
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• Nutrien Ltd. (NTR $78.88)
  • $78.88 P/E (TTM): 185.13X Cap: $38.32B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Extra Space Storage Inc (EXR $147.15)
  • $147.15 P/E (TTM): 32.24X Cap: $31.23B
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• MEDIFAST INC (MED $13.97)
  • $13.97 P/E (TTM): 42.18X Cap: $153M
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• T-Mobile US Inc. (TMUS $241.72)
  • $241.72 P/E (TTM): 22.79X Cap: $272.03B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
  • $16.42 Cap: $2.26B
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• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
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• Jacobs Solutions Inc. (J $146.70)
  • $146.70 P/E (TTM): 37.19X Cap: $17.53B
  • View J Profile
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• Trane Technologies plc (TT $400.77)
  • $400.77 P/E (TTM): 32.93X Cap: $89.17B
  • View TT Profile
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• Celsius Holdings Inc. (CELH $57.82)
  • $57.82 P/E (TTM): 175.52X Cap: $14.91B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.02)
  • $47.02 Cap: $17.57B
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• Topicus.com Inc. (TOI $165.45)
  • $165.45 P/E (TTM): 81.12X Cap: $13.80B
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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

Upvote 0

Read Answer Asked by kaushikbhai on December 10, 2021

• Teladoc Health Inc. (TDOC $7.68)
  • $7.68 Cap: $1.35B
  • 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?

Upvote 0

Read Answer Asked by Ozzie on December 10, 2021

• Intuitive Surgical Inc. (ISRG $449.68)
  • $449.68 P/E (TTM): 63.49X Cap: $161.19B
  • View ISRG Profile
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• Rockwell Automation Inc. (ROK $344.93)
  • $344.93 P/E (TTM): 41.14X Cap: $38.78B
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• iRobot Corporation (IRBT $3.42)
  • $3.42 Cap: $107M
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Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?

Upvote 0

Read Answer Asked by Stephan on December 10, 2021

• Target Corporation (TGT $89.96)
  • $89.96 P/E (TTM): 10.05X Cap: $40.87B
  • View TGT Profile
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• Walmart Inc. (WMT $103.49)
  • $103.49 P/E (TTM): 43.87X Cap: $825.11B
  • 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 $66.89)
  • $66.89 P/E (TTM): 14.44X Cap: $63.90B
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• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.7X Cap: $524.69B
  • View MA Profile
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
  • View V Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 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

Upvote 0

Read Answer Asked by Mary on December 10, 2021

• Zillow Group Inc. (Z $87.78)
  • $87.78 Cap: $19.98B
  • View Z Profile
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• ARK Fintech Innovation ETF (ARKF $54.71)
  • $54.71 P/E (TTM): 41.22X Cap: $1.40B
  • View ARKF Profile
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• Opendoor Technologies Inc (OPEN $9.07)
  • $9.07 Cap: $6.67B
  • 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 $234.07)
  • $234.07 P/E (TTM): 34.91X Cap: $3.47T
  • View AAPL Profile
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• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 36.73X Cap: $3.79T
  • View MSFT Profile
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• UnitedHealth Group Incorporated (DE) (UNH $352.51)
  • $352.51 P/E (TTM): 14.8X Cap: $319.25B
  • View UNH Profile
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• Walmart Inc. (WMT $103.49)
  • $103.49 P/E (TTM): 43.87X Cap: $825.11B
  • View WMT Profile
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• Toronto-Dominion Bank (The) (TD $106.32)
  • $106.32 P/E (TTM): 8.97X Cap: $181.50B
  • View TD Profile
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• Sun Life Financial Inc. (SLF $82.06)
  • $82.06 P/E (TTM): 15.07X Cap: $46.64B
  • View SLF Profile
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  • View Reports on SLF
• TELUS Corporation (T $22.10)
  • $22.10 P/E (TTM): 34.56X Cap: $33.92B
  • View T Profile
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• Constellation Software Inc. (CSU $4,392.79)
  • $4,392.79 P/E (TTM): 109.88X Cap: $93.08B
  • 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.

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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 $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
  • View NVDA Profile
  • View Questions on NVDA
• The Trade Desk Inc. (TTD $45.15)
  • $45.15 P/E (TTM): 54.51X Cap: $22.07B
  • View TTD Profile
  • View Questions on TTD
• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U $43.55)
  • $43.55 Cap: $18.39B
  • View U Profile
  • View Questions on U
• Upstart Holdings Inc. (UPST $63.08)
  • $63.08 Cap: $6.06B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $83.08)
  • $83.08 P/E (TTM): 678.42X Cap: $27.05B
  • 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 $16.43)
  • $16.43 Cap: $2.26B
  • 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 $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
  • View AMZN Profile
  • View Questions on AMZN
• Intuitive Surgical Inc. (ISRG $449.68)
  • $449.68 P/E (TTM): 63.49X Cap: $161.19B
  • View ISRG Profile
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• Booking Holdings Inc. (BKNG $5,458.32)
  • $5,458.32 P/E (TTM): 38.33X Cap: $176.90B
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• AbbVie Inc. (ABBV $218.34)
  • $218.34 P/E (TTM): 105.37X Cap: $385.71B
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• The AES Corporation (AES $12.88)
  • $12.88 P/E (TTM): 8.99X Cap: $9.17B
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• Duke Energy Corporation (Holding Company) (DUK $121.95)
  • $121.95 P/E (TTM): 19.86X Cap: $94.83B
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• Mosaic Company (The) (MOS $33.65)
  • $33.65 P/E (TTM): 11.42X Cap: $10.67B
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• PPG Industries Inc. (PPG $110.72)
  • $110.72 P/E (TTM): 25.24X Cap: $24.98B
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• Sherwin-Williams Company (The) (SHW $360.10)
  • $360.10 P/E (TTM): 36.58X Cap: $89.78B
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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 $36.14)
  • $36.14 P/E (TTM): 45.24X Cap: $9.49B
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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 $512.53)
  • $512.53 P/E (TTM): 36.33X Cap: $55.15B
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• Xylem Inc. New (XYL $141.55)
  • $141.55 P/E (TTM): 36.93X Cap: $34.45B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $146.70)
  • $146.70 P/E (TTM): 37.19X Cap: $17.53B
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• Trane Technologies plc (TT $400.77)
  • $400.77 P/E (TTM): 32.93X Cap: $89.17B
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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