Investment Q&A

• Micron Technology Inc. (MU $776.01)
  • $776.01 P/E (TTM): 36.19X Cap: $875.13B
  • View MU Profile
  • View Questions on MU
• Royal Bank of Canada (RY $252.43)
  • $252.43 P/E (TTM): 16.55X Cap: $352.82B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $148.60)
  • $148.60 P/E (TTM): 11.7X Cap: $247.98B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $106.18)
  • $106.18 P/E (TTM): 20.39X Cap: $130.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $77.08)
  • $77.08 P/E (TTM): 24.75X Cap: $168.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $65.30)
  • $65.30 P/E (TTM): 12.43X Cap: $136.21B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $98.30)
  • $98.30 P/E (TTM): 15.77X Cap: $54.45B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David

Upvote 10

Read Answer Asked by David on May 13, 2026

• Restaurant Brands International Inc. (QSR $104.90)
  • $104.90 P/E (TTM): 27.77X Cap: $47.80B
  • View QSR Profile
  • View Questions on QSR
• Premium Brands Holdings Corporation (PBH $87.21)
  • $87.21 P/E (TTM): 59.44X Cap: $4.54B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• A & W Food Services of Canada Inc. (AW $34.95)
  • $34.95 P/E (TTM): 15.53X Cap: $839M
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: Hello 5i,
Since June 2025 AW has not moved. It reached $40 in July of 2025 but has since dropped back to $36. Do you see it as going anywhere, should I hang on as a value investor or move the funds into PBH, or even add to my 3 lowest to shore them up even though they are doing well.
Thank you for your great service

Upvote 4

Read Answer Asked by STANLEY on May 13, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.85)
  • $67.85 P/E (TTM): 32.53X Cap: $111.15B
  • View BAM Profile
  • View Questions on BAM

Q: Bam reported today. Your thoughts/impressions on the quarter and future.
Thanks
Robert

Upvote 3

Read Answer Asked by Robert on May 12, 2026

• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.80)
  • $48.80 P/E (TTM): 127.24X Cap: $13.28B
  • View CU Profile
  • View Questions on CU

Q: Your comments on earnings please

Upvote 2

Read Answer Asked by Margot on May 12, 2026

• TELUS Corporation (T $17.00)
  • $17.00 P/E (TTM): 23.54X Cap: $26.54B
  • View T Profile
  • View Questions on T
• BCE Inc. (BCE $24.19)
  • $24.19 P/E (TTM): 4.94X Cap: $22.75B
  • View BCE Profile
  • View Questions on BCE

Q: I have owned both these stocks for a very long time: 1500 shs BCE and T 3000 shs. Should I hold onto them or sell out of telco? Buy one of the other telcos for buy in another sector with better upside and a dividend grower?

Upvote 5

Read Answer Asked by James on May 11, 2026

• TELUS Corporation (T $17.00)
  • $17.00 P/E (TTM): 23.54X Cap: $26.54B
  • View T Profile
  • View Questions on T

Q: Thoughts on their most recent results?

Upvote 3

Read Answer Asked by Mark on May 11, 2026

• TELUS Corporation (T $17.00)
  • $17.00 P/E (TTM): 23.54X Cap: $26.54B
  • View T Profile
  • View Questions on T

Q: hi,
I just used free google "AI" thing, asking it about Canadian mid/large cap stocks performance post a significant (25%or more) dividend cut, from one day post to one year post. Google says average decrease up to 8-15% in the first 3 months, but overall in the positive 5-8 % by one years time. with this in mind, do you feel Telus is a good stock to pick up ( around10-15%) below the immediately pre-dividend cut price? ie does Telus become a better investment overall after a dividend cut? or is the ship still sinking?
cheers, Chris

Upvote 2

Read Answer Asked by chris on May 11, 2026

• BCE Inc. (BCE $33.20)
  • $33.20 P/E (TTM): 4.94X Cap: $30.95B
  • View BCE Profile
  • View Questions on BCE

Q: Hi there,

Can you comment on latest Q1 earnings along with the AI Datacentre and US businesses?

It seems to look promising is it time to step back in?

As I’m underwater should I entertain a tax loss sell and re buy in 30 days?

Ok thanks

Upvote 4

Read Answer Asked by Robert on May 11, 2026

• BCE Inc. (BCE $33.20)
  • $33.20 P/E (TTM): 4.94X Cap: $30.95B
  • View BCE Profile
  • View Questions on BCE

Q: Your thoughts please on the quarter?

Thx

Upvote 4

Read Answer Asked by blake on May 11, 2026

• TransAlta Corporation (TA $17.78)
  • $17.78 Cap: $5.29B
  • View TA Profile
  • View Questions on TA

Q: Thoughts on the quarter please?

Upvote 6

Read Answer Asked by blake on May 08, 2026

• Alaris Equity Partners Income Trust (AD.UN $22.80)
  • $22.80 P/E (TTM): 12.14X Cap: $1.03B
  • View AD.UN Profile
  • View Questions on AD.UN

Q: Please comment on the recent Quarter.
Thanks....Steve

Upvote 2

Read Answer Asked by Stephen on May 08, 2026

• Fortis Inc. (FTS $77.41)
  • $77.41 P/E (TTM): 22.08X Cap: $39.41B
  • View FTS Profile
  • View Questions on FTS
• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.80)
  • $48.80 P/E (TTM): 127.24X Cap: $13.28B
  • View CU Profile
  • View Questions on CU

Q: May I please have your comments on earnings for FTS and CU

Upvote 6

Read Answer Asked by Margot on May 08, 2026

• Royal Bank of Canada (RY $252.43)
  • $252.43 P/E (TTM): 16.55X Cap: $352.82B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $148.60)
  • $148.60 P/E (TTM): 11.7X Cap: $247.98B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $106.18)
  • $106.18 P/E (TTM): 20.39X Cap: $130.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian National Railway Company (CNR $154.50)
  • $154.50 P/E (TTM): 20.24X Cap: $93.89B
  • View CNR Profile
  • View Questions on CNR
• Enbridge Inc. (ENB $77.08)
  • $77.08 P/E (TTM): 24.75X Cap: $168.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $98.30)
  • $98.30 P/E (TTM): 15.77X Cap: $54.45B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $77.41)
  • $77.41 P/E (TTM): 22.08X Cap: $39.41B
  • View FTS Profile
  • View Questions on FTS
• ATCO Ltd. Class I Non-voting Shares (ACO.X $69.41)
  • $69.41 P/E (TTM): 51.4X Cap: $7.80B
  • View ACO.X Profile
  • View Questions on ACO.X
• Hydro One Limited (H $58.51)
  • $58.51 P/E (TTM): 26.47X Cap: $35.11B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.95)
  • $13.95 P/E (TTM): 37.81X Cap: $3.96B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• A & W Food Services of Canada Inc. (AW $34.95)
  • $34.95 P/E (TTM): 15.53X Cap: $839M
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility

Upvote 9

Read Answer Asked by Stephen on May 08, 2026

• Fortis Inc. (FTS $77.41)
  • $77.41 P/E (TTM): 22.08X Cap: $39.41B
  • View FTS Profile
  • View Questions on FTS

Q: Pls comment on FTS Earnings.

Upvote 5

Read Answer Asked by Valter on May 07, 2026

• Premium Brands Holdings Corporation (PBH $87.21)
  • $87.21 P/E (TTM): 59.44X Cap: $4.54B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• A & W Food Services of Canada Inc. (AW $34.95)
  • $34.95 P/E (TTM): 15.53X Cap: $839M
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: Which is a better long term hold for income. PBH or AW, and why. Thank you

Upvote 2

Read Answer Asked by Michael on May 07, 2026

• TMX Group Limited (X $54.05)
  • $54.05 P/E (TTM): 27.82X Cap: $15.03B
  • View X Profile
  • View Questions on X
  • View Reports on X
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.40)
  • $16.40 P/E (TTM): 18.21X Cap: $1.09B
  • View XHY Profile
  • View Questions on XHY

Q: Regarding your Model Income Portfolio decision to sell XHY, where would you be looking to redeploy that money?

Upvote 11

Read Answer Asked by Danny on May 07, 2026

• Gibson Energy Inc. (GEI $28.62)
  • $28.62 P/E (TTM): 29.13X Cap: $4.68B
  • View GEI Profile
  • View Questions on GEI

Q: Please comment on lastest Q results(negative market reaction) and the co.Add,Hold or Sell.Txs for u usual great services & opinions

Upvote 3

Read Answer Asked by Peter on May 07, 2026

• Arthur J. Gallagher & Co. (AJG $197.68)
  • $197.68 P/E (TTM): 31.94X Cap: $50.78B
  • View AJG Profile
  • View Questions on AJG

Q: I understand that AJG as well as the other insurance brokers have been disrupted by AI. Are there value added parts of AJG's business which AI cannot replace? If so, can you help explain.

Upvote 1

Read Answer Asked by Ian on May 06, 2026

• Pizza Pizza Royalty Corp. (PZA $13.80)
  • $13.80 P/E (TTM): 14.83X Cap: $466M
  • View PZA Profile
  • View Questions on PZA

Q: Hi 5i,
Pls comment on Pizza Pizza Royalty earning result, stock dropped more than 10% at the time of writing. Would buy, hold or sell.
Thanks.

Upvote 4

Read Answer Asked by Pui on May 06, 2026

• Exchange Income Corporation (EIF $107.12)
  • $107.12 P/E (TTM): 35.26X Cap: $6.03B
  • View EIF Profile
  • View Questions on EIF

Q: EIF has been a good performer but down from recent $111 H.Please comment on the co. and reasons for recent slide.Txs for u usual great services & views

Upvote 3

Read Answer Asked by Peter on May 06, 2026