Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 1138.07X Cap: $22.06B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.55)
  • $63.55 Cap: $8.39B
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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 $51.73)
  • $51.73 P/E (TTM): 32.84X Cap: $14.38B
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• Information Services Corporation Class A Limited Voting Shares (ISC $37.11)
  • $37.11 P/E (TTM): 28.87X Cap: $687M
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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 $20.51)
  • $20.51 P/E (TTM): 32.22X Cap: $31.48B
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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 $41.41)
  • $41.41 P/E (TTM): 17.27X Cap: $9.48B
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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 $281.82)
  • $281.82 P/E (TTM): 30.05X Cap: $3.39T
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• Microsoft Corporation (MSFT $517.81)
  • $517.81 P/E (TTM): 38.55X Cap: $3.84T
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• Brookfield Renewable Partners L.P. (BEP.UN $42.75)
  • $42.75 Cap: $28.12B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.72)
  • $60.72 Cap: $22.62B
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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 $70.50)
  • $70.50 P/E (TTM): 20.78X Cap: $35.50B
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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 $115.16)
  • $115.16 P/E (TTM): 9.67X Cap: $196.60B
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• Bank of Nova Scotia (The) (BNS $91.99)
  • $91.99 P/E (TTM): 17.67X Cap: $114.21B
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• Canadian Natural Resources Limited (CNQ $44.87)
  • $44.87 P/E (TTM): 11.34X Cap: $93.72B
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• Sun Life Financial Inc. (SLF $85.31)
  • $85.31 P/E (TTM): 15.63X Cap: $48.49B
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• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 87.44X Cap: $78.21B
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• Intact Financial Corporation (IFC $261.63)
  • $261.63 P/E (TTM): 20.97X Cap: $46.65B
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• Fortis Inc. (FTS $70.50)
  • $70.50 P/E (TTM): 20.78X Cap: $35.50B
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• Descartes Systems Group Inc. (The) (DSG $123.87)
  • $123.87 P/E (TTM): 52.83X Cap: $10.64B
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• Toromont Industries Ltd. (TIH $168.51)
  • $168.51 P/E (TTM): 26.6X Cap: $13.71B
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• Hydro One Limited (H $51.73)
  • $51.73 P/E (TTM): 24.82X Cap: $31.02B
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• EQB Inc. (EQB $89.47)
  • $89.47 P/E (TTM): 9.96X Cap: $3.42B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
  • $64.59 P/E (TTM): 106.25X Cap: $144.90B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.87)
  • $75.87 P/E (TTM): 36.45X Cap: $124.25B
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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 $71.00)
  • $71.00 P/E (TTM): 21.67X Cap: $11.04B
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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 $71.00)
  • $71.00 P/E (TTM): 21.67X Cap: $11.04B
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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 $20.51)
  • $20.51 P/E (TTM): 32.22X Cap: $31.48B
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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 $43.02)
  • $43.02 P/E (TTM): 13.49X 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 $22.86)
  • $22.86 P/E (TTM): 70.33X Cap: $21.38B
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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 $45.50)
  • $45.50 P/E (TTM): 15.92X Cap: $2.16B
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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 $205.47)
  • $205.47 P/E (TTM): 15.44X Cap: $288.68B
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• Toronto-Dominion Bank (The) (TD $115.16)
  • $115.16 P/E (TTM): 9.67X Cap: $196.60B
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• Bank of Nova Scotia (The) (BNS $91.99)
  • $91.99 P/E (TTM): 17.67X Cap: $114.21B
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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 $24.73)
  • $24.73 Cap: $29.27B
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• Mondelez International Inc. (MDLZ $57.46)
  • $57.46 P/E (TTM): 21.16X Cap: $74.14B
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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 2

Read Answer Asked by Martin on July 24, 2025

• A & W Food Services of Canada Inc. (AW $36.55)
  • $36.55 P/E (TTM): 21.3X Cap: $877M
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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

• Capital Power Corporation (CPX $71.00)
  • $71.00 P/E (TTM): 21.67X Cap: $11.04B
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Q: hello
got a nice spike
maybe close to a parabolic rise?

any fundamental reasons
I have a half position for income and some cap gains
should I add, hold or sell?
thanks

Michael

Upvote 1

Read Answer Asked by Michael on July 23, 2025

• Canadian National Railway Company (CNR $134.49)
  • $134.49 P/E (TTM): 17.98X Cap: $83.94B
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Q: Given we may have seen the worst of the tariffs, is now a time to start buying CNN? Given the lower guidance provided today, there may be an opportunity to purchase sharers at a lower price. If the stock down come in tomorrow, would you suggest it may be a good time to accumulate shares? Or, is it still in a wait and see mode?

Upvote 5

Read Answer Asked by Gerry on July 23, 2025