Investment Q&A

• Applied Materials Inc. (AMAT $394.06)
  • $394.06 P/E (TTM): 40.63X Cap: $310.79B
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• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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• Bank of America Corporation (BAC $54.43)
  • $54.43 P/E (TTM): 14.26X Cap: $385.51B
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• Capital One Financial Corporation (COF $208.24)
  • $208.24 P/E (TTM): 69.75X Cap: $128.58B
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• Morgan Stanley (MS $191.75)
  • $191.75 P/E (TTM): 18.49X Cap: $301.57B
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• Teradyne Inc. (TER $386.73)
  • $386.73 P/E (TTM): 109.62X Cap: $58.74B
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• Roku Inc. (ROKU $118.29)
  • $118.29 P/E (TTM): 207.48X Cap: $17.50B
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• Generac Holdlings Inc. (GNRC $218.69)
  • $218.69 P/E (TTM): 78.85X Cap: $12.44B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.58)
  • $13.58 Cap: $1.85B
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• CrowdStrike Holdings Inc. (CRWD $444.95)
  • $444.95 Cap: $109.85B
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• Upstart Holdings Inc. (UPST $35.18)
  • $35.18 P/E (TTM): 82.31X Cap: $3.33B
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• Affirm Holdings Inc. (AFRM $67.55)
  • $67.55 P/E (TTM): 77.71X Cap: $22.33B
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Q: Hello Peter,

I am leaning towards going all in with my borrowed chips for swing trades. This would be separate from my long term holdings. I would appreciate your opinion please.

Towards that objective, I have short listed the following:
AMAT, TER, ATVI, GNRC, COF, MS, BAC, LSPD, AFRM.

I think diversification does not matter for swing trades and, understanding that this is a crap shoot could you please suggest approx. 5-6 stocks, either from this list or others that you would suggest.
Regards
Rajiv

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Read Answer Asked by Rajiv on December 21, 2021

• Bank of Montreal (BMO $210.05)
  • $210.05 P/E (TTM): 16.39X Cap: $147.75B
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Q: Hi 5i
Regarding your answer to my previous question regarding BMO deal to buy Bank of the West, it was not clear if you would be buyers of BMO at the current price or better to wait. Share price continues its slide this morning.

If better to wait, then at what price would you be interested.

Thx
Jim

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Read Answer Asked by jim on December 21, 2021

• Bank of Montreal (BMO $210.05)
  • $210.05 P/E (TTM): 16.39X Cap: $147.75B
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Q: What do you think of the acquisition of bank of the west ? Will the market eventually give BMO a premium valuation similar to TD that also has a large US presence?

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Read Answer Asked by Albert on December 21, 2021

• Millennial Lithium Corp. (ML $4.04)
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• Sigma Lithium Corporation (SGML $30.33)
  • $30.33 Cap: $3.29B
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Q: Hello 5i guys,
Which lithium company is most likely to be bought out.
Thanks for your insight.
Marc

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Read Answer Asked by Marc on December 21, 2021

• BCE Inc. (BCE $32.59)
  • $32.59 P/E (TTM): 4.86X Cap: $30.78B
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• Enbridge Inc. (ENB $71.32)
  • $71.32 P/E (TTM): 21.98X Cap: $155.64B
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Q: Hi,

Merry Christmas / Happy Holidays to everyone there. Thank you for all the great advice over the years.

Between BCE and ENB which would you prefer for a 5+ year time horizon?

thanks,
Brad

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Read Answer Asked by Brad on December 21, 2021

• Lundin Mining Corporation (LUN $39.42)
  • $39.42 Cap: $34.20B
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Q: I would like to get your opinion of Lundin's recent acquisition of Josemaria Resources in Argentina. The market sure doesn't like the deal, at least for today. Do you think the sell-off is a good opportunity to establish a position in Lundin given the company's strong fundamentals or would you wait awhile to let the market digest the news?

Thanks and Merry Christmas to the entire 5i office.

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Read Answer Asked by Richard on December 21, 2021

• Fortuna Mining Corp. (FVI $14.43)
  • $14.43 P/E (TTM): 12.37X Cap: $4.45B
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Q: Can you please comment on the recent news on Fortuna Silver? I am still down 30% on the stock after today's rally, would you consider it a sale?


Thanks,

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Read Answer Asked by Yang on December 21, 2021

• Kinaxis Inc. (KXS $147.82)
  • $147.82 P/E (TTM): 43.36X Cap: $4.07B
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Q: Hello, Kinaxis is down by about 25% from a month ago. Is there someting new to worry about (lawsuit)? Is it because of a short attack or/and tax loss selling? Thank you

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Read Answer Asked by Gervais on December 21, 2021

• Lightspeed Commerce Inc. Subordinate (LSPD $9.97)
  • $9.97 Cap: $1.35B
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Q: Lightspeed
In regard to Clayton‘s question this morning on your profile page there is a bar chart that shows institutional buying and selling, how often is that updated?
Would you give that chart any consideration when buying or selling a stock

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Read Answer Asked by Bob on December 21, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Dear 5i,
Is it possible that SQUARE/BLOCK paid 10 times too much for AFTERPAY?
(Paid $29B, but value was $3B)
Assuming SQ did pay too much, how long would it take for the company to recover? Is this a broken stock, or company?
Happy holidays to all and thanks for all the great answers.

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Read Answer Asked by Kat on December 21, 2021

• Enbridge Inc. (ENB $71.32)
  • $71.32 P/E (TTM): 21.98X Cap: $155.64B
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• Sun Life Financial Inc. (SLF $96.40)
  • $96.40 P/E (TTM): 15.66X Cap: $53.22B
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• TELUS Corporation (T $16.73)
  • $16.73 P/E (TTM): 23.6X Cap: $25.78B
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• Brookfield Renewable Partners L.P. (BEP.UN $46.69)
  • $46.69 Cap: $32.20B
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• TFI International Inc. (TFII $188.50)
  • $188.50 P/E (TTM): 45.69X Cap: $15.24B
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• Magna International Inc. (MG $85.59)
  • $85.59 P/E (TTM): 20.34X Cap: $23.88B
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• Premium Brands Holdings Corporation (PBH $85.03)
  • $85.03 P/E (TTM): 58.12X Cap: $4.41B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Hydro One Limited (H $58.04)
  • $58.04 P/E (TTM): 26.26X Cap: $34.97B
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• Nutrien Ltd. (NTR $97.65)
  • $97.65 P/E (TTM): 32.07X Cap: $46.82B
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Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?

Thank you.

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Read Answer Asked by Donna on December 21, 2021

• Vanguard International Dividend Appreciation ETF (VIGI $92.80)
  • $92.80 P/E (TTM): 21.86X Cap: $9.20B
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Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve

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Read Answer Asked by David on December 21, 2021

• Albemarle Corporation (ALB $196.41)
  • $196.41 Cap: $22.96B
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Q: Has your position on ALB changed given the recent election results and the fact that Boric has said that he would look to create a state lithium firm and criticized privatization of the sector?

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Read Answer Asked by Don on December 21, 2021

Q: After market close,Bam.a bought Dream Works for new Reit for sale to investors. Please short comment & impact on Bam.a. Txs for u usual great services & views

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Read Answer Asked by Peter on December 21, 2021

• goeasy Ltd. (GSY $33.28)
  • $33.28 P/E (TTM): 2.37X Cap: $533M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.58)
  • $13.58 Cap: $1.85B
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• Propel Holdings Inc. (PRL $23.10)
  • $23.10 P/E (TTM): 11.87X Cap: $903M
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Q: Lightspeed, goeasy or propel, size aside, which would your crystal ball say has best potential for growth in the next 2 years?

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Read Answer Asked by Todd on December 21, 2021

• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 23.27X
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Q: Hi,

I received an offer via BMO to add to my Otis shares to bring it to a position of 100 shares. This is sponsored by Otis. I received the shares when Raytheon split.

Thoughts going forward on Otis?

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Read Answer Asked by Richard on December 21, 2021

Q: Good morning 5i
and the best of the season to you all. I hope you all have a great rest and relaxation time this season. You have earned it, if you listen to most of the commentators on the site, who seem to be very happy with your service, And that includes me.

I was just wondering about options. I had a number of options expiring last Friday and I am planning on rolling them over for another month. It is a fairly down day in the market today and I was wondering whether I would b e better to wait a day or two, or a week, to see if the sentiment changes. Perhpas the option premiums would be higher at that time. so, that is the quesion, is there any profit in waiting out a down day before selling call options?
thanks

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Read Answer Asked by joseph on December 21, 2021

• Constellation Software Inc. (CSU $2,668.53)
  • $2,668.53 P/E (TTM): 78.39X Cap: $56.44B
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• Enghouse Systems Limited (ENGH $17.33)
  • $17.33 P/E (TTM): 13.17X Cap: $942M
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Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

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Read Answer Asked by blake on December 21, 2021

• BCE Inc. (BCE $32.59)
  • $32.59 P/E (TTM): 4.86X Cap: $30.78B
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• TELUS Corporation (T $16.73)
  • $16.73 P/E (TTM): 23.6X Cap: $25.78B
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• Fortis Inc. (FTS $76.53)
  • $76.53 P/E (TTM): 22.33X Cap: $39.18B
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• Emera Incorporated (EMA $70.54)
  • $70.54 P/E (TTM): 20.8X Cap: $21.71B
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• Algonquin Power & Utilities Corp. (AQN $8.61)
  • $8.61 Cap: $6.62B
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• Superior Plus Corp. (SPB $7.19)
  • $7.19 P/E (TTM): 12.26X Cap: $1.56B
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• Premium Brands Holdings Corporation (PBH $85.03)
  • $85.03 P/E (TTM): 58.12X Cap: $4.41B
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Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!

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Read Answer Asked by TK on December 21, 2021

Q: Best to 5i Team and theirs. Thanks for all you do!

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Read Answer Asked by Gerald on December 21, 2021