Investment Q&A

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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Q: please comment on the first q results. Thanks

Upvote 2

Read Answer Asked by Murray on August 06, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.93)
  • $43.93 Cap: $29.31B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.56)
  • $48.56 P/E (TTM): 96.84X Cap: $22.52B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.11)
  • $55.11 Cap: $7.68B
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Q: how do you expect BIP to perform, now that we have more clarity (maybe) on tariffs ?
Both div at this level and share price not drifting any lower

I want to build a position in it as a "retirement" stock.
I have BIP.UN and BEP.UN at 3% each.

What are your fav options in this category currently?

Regards,
JR

Upvote 10

Read Answer Asked by JR on August 05, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.56)
  • $48.56 P/E (TTM): 96.84X Cap: $22.52B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $52.73)
  • $52.73 Cap: $6.98B
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Q: What are your thoughts on BIPC earnings. Please advise if I should add on weakness today or what price do you consider as great buy.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on August 05, 2025

• TMX Group Limited (X $48.89)
  • $48.89 P/E (TTM): 32.91X Cap: $13.74B
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• Information Services Corporation Class A Limited Voting Shares (ISC $45.83)
  • $45.83 P/E (TTM): 31.16X Cap: $852M
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Q: May I have your comments on earnings please.

Upvote 2

Read Answer Asked by Margot on August 05, 2025

• TELUS Corporation (T $17.99)
  • $17.99 P/E (TTM): 25.14X Cap: $28.26B
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Q: The current dividend yield on Telus is close to 7.75% at the market close Aug 1. High dividend yield is a red flag. Is this dividend sustainable? Is it a red flag and if so why?
Is it following a similar path as BCE?

Upvote 7

Read Answer Asked by Ron on August 05, 2025

• Keyera Corp. (KEY $53.93)
  • $53.93 P/E (TTM): 28.52X Cap: $12.29B
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Q: What is the estimated quarter outlook for this stock and do you see gains over the next 2 years. Cheers

Upvote 2

Read Answer Asked by kenneth on August 05, 2025

• Alphabet Inc. (GOOG $290.29)
  • $290.29 P/E (TTM): 27.66X Cap: $3.51T
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• Microsoft Corporation (MSFT $373.01)
  • $373.01 P/E (TTM): 23.95X Cap: $2.76T
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• Brookfield Renewable Partners L.P. (BEP.UN $43.93)
  • $43.93 Cap: $29.31B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.11)
  • $55.11 Cap: $7.68B
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Q: Could you please explain the inter-relationship between these two stocks? I realize one is incorporated etc but I am interested in their holdings, especially because 1. BEPC is outperforming and 2. There are large US contracts that are shaping their business. It was my understanding that each had their own different contracts but they were essentially the same company at a high level. Are they impacted differently by their contracts with Google and Microsoft or will they both benefit equally? Are their operational strategies any different?
Thanks.

Upvote 5

Read Answer Asked by Peter on August 05, 2025

• Fortis Inc. (FTS $76.71)
  • $76.71 P/E (TTM): 21.69X Cap: $38.48B
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Q: I know you like this name but Im wondering if its overbought at these levels. Buy now or wait for a downturn later?

Upvote 4

Read Answer Asked by Graeme on August 05, 2025

Q: What are your top 10 Canadian dividend paying stocks or etf greater than 5%.

Upvote 18

Read Answer Asked by Valdis on August 01, 2025

• Toronto-Dominion Bank (The) (TD $129.80)
  • $129.80 P/E (TTM): 10.28X Cap: $214.77B
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• Bank of Nova Scotia (The) (BNS $96.60)
  • $96.60 P/E (TTM): 23.34X Cap: $117.89B
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• Canadian Natural Resources Limited (CNQ $67.40)
  • $67.40 P/E (TTM): 20.97X Cap: $140.76B
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• Sun Life Financial Inc. (SLF $87.18)
  • $87.18 P/E (TTM): 14.08X Cap: $48.08B
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• Constellation Software Inc. (CSU $2,451.00)
  • $2,451.00 P/E (TTM): 77.07X Cap: $51.73B
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• Intact Financial Corporation (IFC $251.35)
  • $251.35 P/E (TTM): 13.72X Cap: $44.87B
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• Fortis Inc. (FTS $76.71)
  • $76.71 P/E (TTM): 21.69X Cap: $38.48B
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• Descartes Systems Group Inc. (The) (DSG $97.35)
  • $97.35 P/E (TTM): 43.78X Cap: $8.40B
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• Toromont Industries Ltd. (TIH $194.87)
  • $194.87 P/E (TTM): 32.27X Cap: $15.82B
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• Hydro One Limited (H $57.35)
  • $57.35 P/E (TTM): 26.09X Cap: $34.24B
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• EQB Inc. (EQB $112.35)
  • $112.35 P/E (TTM): 18.49X Cap: $4.04B
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.64)
  • $54.64 P/E (TTM): 79.62X Cap: $120.78B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.41)
  • $59.41 P/E (TTM): 29.17X Cap: $96.68B
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Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Capital Power Corporation (CPX $66.28)
  • $66.28 P/E (TTM): 79.09X Cap: $10.02B
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Q: Hello,
Can you help suggest some Canadian companies that are similar to CPX that might be good long time holds. Which ones would you prefer and why. Many thanks.

Upvote 6

Read Answer Asked by Ian on July 30, 2025

• Capital Power Corporation (CPX $66.28)
  • $66.28 P/E (TTM): 79.09X Cap: $10.02B
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Q: Any reason for the dramatic price drop today?
Jerry

Upvote 3

Read Answer Asked by Jerry on July 30, 2025

• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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Q: Hi guys
Should I sell my Keg shares

Upvote 2

Read Answer Asked by Jim on July 30, 2025

• TELUS Corporation (T $17.99)
  • $17.99 P/E (TTM): 25.14X Cap: $28.26B
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Q: Hello Peter & Team

Have held T since Nov 2022. I am in the red 25%. Appreciate the dividend, but do not enjoy the capital loss. Read lots of comments in 5i answered questions and the overall sentiment appears to be positive. Do I keep holding this issue? Or sell and move on. And if I am advised to move on, what alternative would you recommend with a similar dividend?

Thanks for all you do

gm

Upvote 7

Read Answer Asked by Gord on July 30, 2025

• Winpak Ltd. (WPK $47.14)
  • $47.14 P/E (TTM): 15.08X Cap: $2.76B
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Q: Winpak has sold off sharply despite what looks to be reassurance that the back have of 2025 will start to show growth again (as they come out of a large capex cycle). Opportunity, or value trap?

Upvote 1

Read Answer Asked by Michael on July 29, 2025

• BCE Inc. (BCE $25.77)
  • $25.77 P/E (TTM): 5.3X Cap: $24.13B
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Q: Hi,

What's your opinion on BCE given the the Ziply acquisition and the macro picture?

Also, would you suggest a top 5 for Canada and top 5 for the US. I am looking for "quick and dirty" gains.

Cheers,
David

Upvote 6

Read Answer Asked by D on July 29, 2025

• North West Company Inc. (The) (NWC $54.20)
  • $54.20 P/E (TTM): 18.52X Cap: $2.57B
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Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?

Upvote 4

Read Answer Asked by Michael on July 28, 2025

• Royal Bank of Canada (RY $224.00)
  • $224.00 P/E (TTM): 14.88X Cap: $311.67B
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• Toronto-Dominion Bank (The) (TD $129.80)
  • $129.80 P/E (TTM): 10.28X Cap: $214.77B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $96.60)
  • $96.60 P/E (TTM): 23.34X Cap: $117.89B
  • View BNS Profile
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  • View Reports on BNS

Q: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks

Upvote 6

Read Answer Asked by kim on July 25, 2025

• The Kraft Heinz Company (KHC $21.46)
  • $21.46 Cap: $25.23B
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• Mondelez International Inc. (MDLZ $56.91)
  • $56.91 P/E (TTM): 30.08X Cap: $73.29B
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Q: What's your opinion on Kraft Heinz, looking forward? For such a big company there are few questions on 5i about it.

Upvote 3

Read Answer Asked by Martin on July 24, 2025

• A & W Food Services of Canada Inc. (AW $36.60)
  • $36.60 P/E (TTM): 31.03X Cap: $864M
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Q: Any reason for AW recent surge to close to1yr H.Add,Sell or Hold. Txs for u usual great views & services

Upvote 4

Read Answer Asked by Peter on July 24, 2025