Investment Q&A

Q: This is a followup to your answer (thank you) regarding how to made a determination of which 'favourite' stocks to remove when one has too many .
Could you give me a few of what you think would be the most important ratios, or other factors to consider when assessing a balance sheet/valuation. I would be interested in those that would apply to most sectors, although if there are any that are unique to Industrial, Tech, Financial that would be helpful as well.
Just an add on question regarding P/E ratio. I noticed from a previous question I had regarding an answer you have to another member. You quoted a P/E ratio of 14 for TD based on consensus earnings estimates from Bloomberg. When I look at the drop down fundamental info on either my TD Webroker platform or 5i's dropdown info on any equity that is listed in the heading of a question, I see in both cases P/E being quoted at 11.15 for TD. How does one know whether the P/E ratios being quoted are forward earnings (as your Bloomberg quote indicates) or not. I see TTM - twelve month trailing- occasionally noted for certain ratios, eg. Price/Cash Flow but that doesn't seem to be the case for P/E in the TD/5i platforms ?
You may have done a blog or article that would cover my questions - but if not, perhaps it would be helpful to some other members?

Q: What etf's or companies might you recommend for infrastructure that would benefit from Carney's special projects going forward?

Q: Hello Team 5i & Everyone,

I am just reading through the AI report - thank you! I was wondering why internet and broadband aren’t mentioned as a foundational layer to the A.I. buildout?

Customers in remote areas can’t access AI without access to high speed internet continuing to expand (within Canada & globally). Just curious on your take.

Thank you,

Sandra

Q: I sold T in December for a tax loss, hoping to buy it back however the stock has risen by 7-8 % since, so would lose on the exchange.
I have since been looking at HME and was considering replacing T with HME in an income account. I would take a little hit on the yield however I think it would be a safer holding re-dividend safety and possibly a better growth profile.

Your comments please on this approach.
Thanks
Jeff

Q: Being an 80myear old income dividend invester and needing to take a position having no material sector amounts, I am looking at CHE.UN and NTR. Please suggest an opinion on which to choose or should I just take a position in both? Alternate suggestions would also be considered in the material sector.
Thank you
Stanley

Q: I noticed Morningstar believes this may be a winner in 2026 - what is your opinion, and if a buy, what price looks attractive.

Q: Hi 5i. My son owns some Shop and Nike in his small RRSP account. What would you recommend as 1 or 2 stocks to add, and 1 ETF to add. This is for the long term as he is 32. Thx

Q: These continue to be beat down with crushing depreciation in Market Cap. Would you step into any one of these right now or any other names CDN or US that appear to be a screaming buy long term. If so,, what order would that be.

Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Q: in 2024 you posted a blog: Canadian Stock Outliers: Stocks with Free Cash Flow Yields Above Their Dividend Yields.
Would you please consider updating this blog with that screen?

Q: Elon has made some strange comments lately:
1. Nobody needs to save money anymore because somehow robots will benefit everyone and we don’t need it?
2. Apparently tsla is getting into the robotic surgery business. Is this a concern for isrg? Are they likely to put isrg on the innovation scrap heap and how can we know?

Q: Understanding Mr. Market .... I have never been a believer in " The market has priced in " or " The market looks ahead " ..... I am a firm believer in " The market is herded by the loudest barking dog " ..... And there are some things I expect the barking dog to do..... War threat , bark louder , threaten Fed independence, a nasty bite to the dollar , increase taxes { tariffs } a nasty bite to Mr. Market's leg .... The dog's master goes nuts , the dog goes nuts on Mr. Market ..... Yet none of this is happening ..... When and more importantly why did Geo-politics become irrelevant to Mr Market ? ...... The biggest global crisis since the cold war is now very near reality . The invasion of an ally and the dissolution of NATO . Yet Mr. Market is STILL yawning ? ....... What gives ? ..... Thanks for your terrific service .....

Q: Anything popping NTR Weds.?

Thx

Q: I am looking at starting a position in ENS, and I am at a loss in terms of what investment to sell in order to fund the purchase. I am targeting an initial position of 2.5%-3%, and ideally I would like to sell another investment in the same sector, but there are few candidates in my portfolio which would fit this need. The potential candidates I have listed (WSP, REGN, HL, ATD, CRWD) are all in different sectors, and for all but ATD (small gain at this point) and CRWD (in registered account), would involve recognition of significant capital gains.

I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.

I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.

Q: Your comments please on the sale of $200 million of stock by Aritzia founder Brian Hill.
Thanks for your great work.
Rob

Q: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks


Sheldon

Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM

Q: Can you explain why GFL CEO compensation is so much more than WCN and WM?

company CEO Annual pay Market CAP
GFL Dovigi $49.2m $15.2 B
WCN Mittelstae $ 7.3m $ 43.1B
WM Fish $17.1m $ 88 B

When would you expect these companies to perform better? Of the three which would you recommend today?

Q: Which company has the most growth going forward GRID or STN?

Thanks for your service!

Q: I am planning to buy 500 NBIS and 300 AEM. Do you think the time is right for gold and NBIS, or are they already overbought and near or already peaked?
Or is there a better suggestion? ( opinion please)
Thank you.