Investment Q&A

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG

Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?

Upvote 6

Read Answer Asked by Scott on April 22, 2025

• Netflix Inc. (NFLX $104.40)
  • $104.40 P/E (TTM): 4.36X Cap: $453.26B
  • View NFLX Profile
  • View Questions on NFLX

Q: Could you review this sticker in the wake of today's beat, Still a good time to initiate a buy?

Upvote 6

Read Answer Asked by Kim on April 22, 2025

• Blackstone Inc. (BX $143.43)
  • $143.43 P/E (TTM): 40.88X Cap: $104.43B
  • View BX Profile
  • View Questions on BX

Q: I hold BX in my RRIF for growth and income. Acknowledging no one has a cystal ball. Is it and opportunity to buy on days like this or is more patience required?

Upvote 2

Read Answer Asked by Tom on April 22, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.49T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $153.69B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $811.23B
  • View JPM Profile
  • View Questions on JPM
• Prudential Financial Inc. (PRU $108.35)
  • $108.35 P/E (TTM): 14.6X Cap: $41.77B
  • View PRU Profile
  • View Questions on PRU
• Berkshire Hathaway Inc. (BRK.B $508.57)
  • $508.57 P/E (TTM): 17.28X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B
• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
  • View Questions on RTX

Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?

Upvote 7

Read Answer Asked by Andrew on April 22, 2025

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.18B
  • View URI Profile
  • View Questions on URI
• Blackstone Inc. (BX $143.43)
  • $143.43 P/E (TTM): 40.88X Cap: $104.43B
  • View BX Profile
  • View Questions on BX
• WELL Health Technologies Corp. (WELL $3.78)
  • $3.78 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Knight-Swift Transportation Holdings Inc. (KNX $45.44)
  • $45.44 P/E (TTM): 50.19X Cap: $6.77B
  • View KNX Profile
  • View Questions on KNX
• U-Haul Holding Co Com (UHAL $51.73)
  • $51.73 P/E (TTM): 77.94X Cap: $9.90B
  • View UHAL Profile
  • View Questions on UHAL
• TFI International Inc - Ordinary Shares (TFII $85.89)
  • $85.89 P/E (TTM): 22.46X Cap: $6.93B
  • View TFII Profile
  • View Questions on TFII
• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• Propel Holdings Inc. (PRL $22.75)
  • $22.75 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?

Upvote 4

Read Answer Asked by Schoombee on April 21, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Meta CDR (CAD Hedged) (META $34.49)
  • $34.49 P/E (TTM): 24.91X Cap: $2.18T
  • View META Profile
  • View Questions on META
• Microsoft CDR (CAD Hedged) (MSFT $34.08)
  • $34.08 P/E (TTM): 34.61X Cap: $4.97T
  • View MSFT Profile
  • View Questions on MSFT
• Amazon.com CDR (CAD Hedged) (AMZN $26.72)
  • $26.72 P/E (TTM): 39.91X Cap: $3.41T
  • View AMZN Profile
  • View Questions on AMZN

Q: Hi 5i,

Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.

Upvote 8

Read Answer Asked by Christopher on April 21, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $811.23B
  • View JPM Profile
  • View Questions on JPM
• Procter & Gamble Company (The) (PG $148.49)
  • $148.49 P/E (TTM): 22.03X Cap: $343.45B
  • View PG Profile
  • View Questions on PG
• Prudential Financial Inc. (PRU $108.35)
  • $108.35 P/E (TTM): 14.6X Cap: $41.77B
  • View PRU Profile
  • View Questions on PRU
• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
  • View Questions on BN

Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?

Upvote 19

Read Answer Asked by Robbie on April 21, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.49T
  • View META Profile
  • View Questions on META
• Oracle Corporation (ORCL $197.03)
  • $197.03 P/E (TTM): 46.01X Cap: $569.13B
  • View ORCL Profile
  • View Questions on ORCL

Q: I am thinking of investing in orcle or meta. Which one do you think would be the best choice?

Upvote 3

Read Answer Asked by Jerry on April 21, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.49T
  • View META Profile
  • View Questions on META
• Meta CDR (CAD Hedged) (META $34.49)
  • $34.49 P/E (TTM): 24.91X Cap: $2.18T
  • View META Profile
  • View Questions on META

Q: I hold META and would like your opinion should I buy more or hold.

If the company looses and has to be split up do you think it is worth more or less than current price.

Thanks for the great advice

Upvote 4

Read Answer Asked by Hector on April 21, 2025

• UnitedHealth Group Incorporated (DE) (UNH $326.28)
  • $326.28 P/E (TTM): 16.69X Cap: $289B
  • View UNH Profile
  • View Questions on UNH

Q: Now it has fallen 20%, do you think it's a good buy considering the new forecast?

Upvote 3

Read Answer Asked by Newman on April 17, 2025

• Comfort Systems USA Inc. (FIX $957.04)
  • $957.04 P/E (TTM): 37.87X Cap: $33.33B
  • View FIX Profile
  • View Questions on FIX

Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.

Upvote 8

Read Answer Asked by Brian on April 17, 2025

• Prudential Financial Inc. (PRU $108.35)
  • $108.35 P/E (TTM): 14.6X Cap: $41.77B
  • View PRU Profile
  • View Questions on PRU
• Great-West Lifeco Inc. (GWO $64.56)
  • $64.56 P/E (TTM): 14.64X Cap: $59.60B
  • View GWO Profile
  • View Questions on GWO

Q: Hi Folks,
Looking to add PRU or GWO to my RRSP account. Looking for income, a little growth and a safe dividend. May I have your opinion as to which one you feel would be best to add today.
Thanks

Upvote 2

Read Answer Asked by JOHN on April 17, 2025

• Hamilton Insurance Group Ltd. Class B (HG $27.60)
  • $27.60 P/E (TTM): 6.38X Cap: $1.74B
  • View HG Profile
  • View Questions on HG

Q: Thought on Hamilton Insurance Group Ltd ?

Upvote 2

Read Answer Asked by Craig on April 16, 2025

• Costco Wholesale Corporation (COST $894.33)
  • $894.33 P/E (TTM): 64.54X Cap: $392.70B
  • View COST Profile
  • View Questions on COST

Q: Hi, Has there been any news of costco splitting? 10 for 1?

Upvote 6

Read Answer Asked by Lorraine on April 16, 2025

• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi, I would like to access Questions for PLTR from 2013. What steps do I take to access these questions? Thank you.

Upvote 1

Read Answer Asked by Lorraine on April 16, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?

Upvote 7

Read Answer Asked on April 16, 2025

• Broadcom Inc. (AVGO $385.03)
  • $385.03 P/E (TTM): 86.79X Cap: $1.78T
  • View AVGO Profile
  • View Questions on AVGO
• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• Procter & Gamble Company (The) (PG $148.49)
  • $148.49 P/E (TTM): 22.03X Cap: $343.45B
  • View PG Profile
  • View Questions on PG
• Prudential Financial Inc. (PRU $108.35)
  • $108.35 P/E (TTM): 14.6X Cap: $41.77B
  • View PRU Profile
  • View Questions on PRU
• Canadian National Railway Company (CNR $130.69)
  • $130.69 P/E (TTM): 17.79X Cap: $78.83B
  • View CNR Profile
  • View Questions on CNR
• Canadian Natural Resources Limited (CNQ $46.84)
  • $46.84 P/E (TTM): 14.86X Cap: $96.82B
  • View CNQ Profile
  • View Questions on CNQ
• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $84.73B
  • View TRI Profile
  • View Questions on TRI
• Nutrien Ltd. (NTR $80.11)
  • $80.11 P/E (TTM): 45.89X Cap: $38.35B
  • View NTR Profile
  • View Questions on NTR
• Trane Technologies plc (TT $418.82)
  • $418.82 P/E (TTM): 31.57X Cap: $90.89B
  • View TT Profile
  • View Questions on TT
• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
  • $72.40 P/E (TTM): 31.52X Cap: $115.53B
  • View BAM Profile
  • View Questions on BAM

Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.

Upvote 31

Read Answer Asked by Joel on April 16, 2025

• Broadcom Inc. (AVGO $385.03)
  • $385.03 P/E (TTM): 86.79X Cap: $1.78T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA

Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Upvote 3

Read Answer Asked by Dawn on April 16, 2025

• Devon Energy Corporation (DVN $35.82)
  • $35.82 P/E (TTM): 8.39X Cap: $22.53B
  • View DVN Profile
  • View Questions on DVN

Q: Hi,
I’ve been holding Devon for a couple of years and am way under water. I’m thinking of dumping it. Do you think there is any hope for the name?

Upvote 1

Read Answer Asked by Scott on April 16, 2025

• Amplify Energy Corp. (AMPY $5.24)
  • $5.24 Cap: $214M
  • View AMPY Profile
  • View Questions on AMPY

Q: Would appreciate an analysis of this small oil and gas company I came across on Yahoo Finance. Just interested on your expert analysis.
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 16, 2025