Investment Q&A

• LyondellBasell Industries NV Class A (Netherlands) (LYB $58.77)
  • $58.77 P/E (TTM): 72.04X Cap: $18.90B
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Q: LYB has a pretty high divi but Results of late seem challenged.

In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?

Upvote 1

Read Answer Asked by Craig on August 07, 2025

• BMO Canadian High Dividend Covered Call ETF (ZWC $19.13)
  • $19.13 P/E (TTM): 27.39X Cap: $1.74B
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• Global X S&P/TSX 60 Covered Call ETF (CNCC $12.96)
  • $12.96 P/E (TTM): 13.56X Cap: $115M
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Q: Hello 5i,
I am curious as to whether or not both of these could be owned or if there is too much overlap. Do you have a strong preference for one over the other? Finally, do you consider one of these to be "safer" than the other?
Many thanks!!
Cheers,
Mike

Upvote 4

Read Answer Asked by Mike on August 06, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.92)
  • $9.92 P/E (TTM): 14.91X Cap: $671M
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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 $35.16)
  • $35.16 Cap: $23.13B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.37)
  • $42.37 P/E (TTM): 1011.3X Cap: $19.53B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
  • $47.31 Cap: $17.69B
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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 9

Read Answer Asked by JR on August 05, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.37)
  • $42.37 P/E (TTM): 1011.3X Cap: $19.53B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.96)
  • $55.96 Cap: $7.39B
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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 $55.93)
  • $55.93 P/E (TTM): 36.82X Cap: $15.55B
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• Information Services Corporation Class A Limited Voting Shares (ISC $32.20)
  • $32.20 P/E (TTM): 26.03X Cap: $596M
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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 $22.94)
  • $22.94 P/E (TTM): 35.95X Cap: $35.21B
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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 $45.45)
  • $45.45 P/E (TTM): 19.01X Cap: $10.41B
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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 $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
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• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
  • $47.31 Cap: $17.69B
  • View BEPC Profile
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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 $70.05)
  • $70.05 P/E (TTM): 20.77X Cap: $35.27B
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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 $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.64X Cap: $89.96B
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• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.93X Cap: $46.31B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Intact Financial Corporation (IFC $279.49)
  • $279.49 P/E (TTM): 22.78X Cap: $49.84B
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• Fortis Inc. (FTS $70.05)
  • $70.05 P/E (TTM): 20.77X Cap: $35.27B
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• Descartes Systems Group Inc. (The) (DSG $140.22)
  • $140.22 P/E (TTM): 60.27X Cap: $12.02B
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• Toromont Industries Ltd. (TIH $144.71)
  • $144.71 P/E (TTM): 24.15X Cap: $11.75B
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• Hydro One Limited (H $50.65)
  • $50.65 P/E (TTM): 24.45X Cap: $30.37B
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• EQB Inc. (EQB $101.38)
  • $101.38 P/E (TTM): 10.23X Cap: $3.88B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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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 $59.15)
  • $59.15 P/E (TTM): 18.5X Cap: $9.14B
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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 $59.15)
  • $59.15 P/E (TTM): 18.5X Cap: $9.14B
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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 $22.94)
  • $22.94 P/E (TTM): 35.95X Cap: $35.21B
  • View T Profile
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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 $42.34)
  • $42.34 P/E (TTM): 13.54X Cap: $2.60B
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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 $25.49)
  • $25.49 P/E (TTM): 77.65X Cap: $23.77B
  • View BCE Profile
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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 $50.69)
  • $50.69 P/E (TTM): 18.25X Cap: $2.42B
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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 $190.65)
  • $190.65 P/E (TTM): 20.48X Cap: $268.72B
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• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
  • 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