Investment Q&A

• Alphabet Inc. (GOOG $249.85)
  • $249.85 P/E (TTM): 26.8X Cap: $3.03T
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• Verizon Communications Inc. (VZ $44.21)
  • $44.21 P/E (TTM): 10.2X Cap: $186.40B
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• Trane Technologies plc (TT $398.96)
  • $398.96 P/E (TTM): 31.75X Cap: $88.77B
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Q: I have half a position in VZ. Am about 15% underwater. If pullback continues should I add to my position or sell now and buy something else. I am a Div investor overall, but like a little growth. any suggestions?

Upvote 3

Read Answer Asked by Pat on April 28, 2025

Q: Can you advise as to how one claims 5i services expense on this year‘s tax return
Ty

Upvote 12

Read Answer Asked by Indra on April 28, 2025

Q: Your thoughts on this etf and its upside potential would be greatly appreciated .

Thanks.

Upvote 2

Read Answer Asked by Donald on April 28, 2025

• NameSilo Technologies Corp. (URL $1.41)
  • $1.41 P/E (TTM): 29.0X Cap: $123M
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Q: Hi, It has been a good 6-9 months for this little stock, which I have as a long-term hold. At this point, do I just let it ride?

Upvote 1

Read Answer Asked by Darren on April 28, 2025

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: What can you tell me about the news release that just came out regarding MND and Alkane Resources ? Is this a good deal for MND ? What value would you place on MND now as a result of this and is it worth holding on to MND for the long term ?

Upvote 1

Read Answer Asked by Pierre on April 28, 2025

• WELL Health Technologies Corp. (WELL $4.70)
  • $4.70 Cap: $1.19B
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Q: hi folks...it appears that Well Health, well/t...now owns 97.47M shares of Healwell, Aidx, or 37%...and have 30.8M MVSs ....am I correct that Well bought the shares for $0.125/shr, and the 30.8M MVSs for $0.01 each (exercisable at $2.50)...if correct...does that not seem like a great deal & execution by mgmt at Well Health....I know they have had lots of stumbles in past, but I am thinking/hoping...that 2025 is breakout year. Am I correct with my figures for Healwell??, & your thoughts, thanks as always, jb Piedmont QC....Go Habs Go hehe

Upvote 12

Read Answer Asked by John on April 25, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.28)
  • $42.28 P/E (TTM): 1030.97X Cap: $19.49B
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Q: Why is their PE so high? Is AFFO a better way to measure?

Upvote 4

Read Answer Asked by Cory on April 25, 2025

• TerraVest Industries Inc. (TVK $135.47)
  • $135.47 Cap: $2.93B
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Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?

Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).

What price entry point would you say is a good buying opportunity?

Upvote 7

Read Answer Asked by Harrison on April 25, 2025

• Broadcom Inc. (AVGO $346.17)
  • $346.17 P/E (TTM): 91.84X Cap: $1.63T
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• International Business Machines Corporation (IBM $259.08)
  • $259.08 P/E (TTM): 41.67X Cap: $241.33B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.27)
  • $127.27 P/E (TTM): 17.04X Cap: $28.55B
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• Stella-Jones Inc. (SJ $78.84)
  • $78.84 P/E (TTM): 13.45X Cap: $4.35B
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• Topicus.com Inc. (TOI $161.71)
  • $161.71 P/E (TTM): 77.26X Cap: $13.39B
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Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Upvote 9

Read Answer Asked by Leah on April 25, 2025

• MDA Space Ltd. (MDA $32.30)
  • $32.30 P/E (TTM): 36.23X Cap: $4.03B
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Aecon Group Inc. (ARE $23.64)
  • $23.64 P/E (TTM): 69.23X Cap: $1.48B
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Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• WELL Health Technologies Corp. (WELL $4.70)
  • $4.70 Cap: $1.19B
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Q: When do you expect Well to release first quarter results?

Upvote 4

Read Answer Asked by Robert on April 25, 2025

• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 49.98X Cap: $719.43B
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• WSP Global Inc. (WSP $283.56)
  • $283.56 P/E (TTM): 46.41X Cap: $37.01B
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• Novo Nordisk A/S (NVO $58.20)
  • $58.20 P/E (TTM): 16.08X Cap: $363.68B
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Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• WSP Global Inc. (WSP $283.56)
  • $283.56 P/E (TTM): 46.41X Cap: $37.01B
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Q: If CDPQ continues to own 14%, after sale of 1.6% interest and still being the largest shareholder of WSP Global, would you consider the 4% drop as a nice opportunity to add ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 65.38X Cap: $52.25B
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• Nebius Group N.V. (NBIS $94.08)
  • $94.08 Cap: $22.40B
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Q: Which offers the best return over the next 5 years, Nbis or Vrt?

Upvote 10

Read Answer Asked by Terry on April 25, 2025

• AbbVie Inc. (ABBV $220.81)
  • $220.81 P/E (TTM): 103.47X Cap: $382.03B
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• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 49.98X Cap: $719.43B
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• Merck & Company Inc. (MRK $81.14)
  • $81.14 P/E (TTM): 12.5X Cap: $202.67B
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Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Upvote 3

Read Answer Asked by Gary on April 25, 2025

• Agnico Eagle Mines Limited (AEM $211.18)
  • $211.18 P/E (TTM): 31.1X Cap: $106.16B
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Q: This Co pays dividend in USD. In a Non Regd account, does it make sense to hold the shares on the USD side or CDN ?

Thank You

Upvote 2

Read Answer Asked by rajeev on April 25, 2025

• Axon Enterprise Inc. (AXON $751.81)
  • $751.81 P/E (TTM): 185.63X Cap: $59.02B
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• Curtiss-Wright Corporation (CW $497.76)
  • $497.76 P/E (TTM): 43.3X Cap: $18.75B
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• Comfort Systems USA Inc. (FIX $762.91)
  • $762.91 P/E (TTM): 39.94X Cap: $26.91B
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• Construction Partners Inc. (ROAD $126.03)
  • $126.03 P/E (TTM): 91.85X Cap: $7.06B
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• Sterling Infrastructure Inc. (STRL $320.94)
  • $320.94 P/E (TTM): 34.75X Cap: $9.76B
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• IES Holdings Inc. (IESC $357.71)
  • $357.71 P/E (TTM): 36.58X Cap: $7.49B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 55.5X
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• Trane Technologies plc (TT $398.96)
  • $398.96 P/E (TTM): 31.75X Cap: $88.77B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 65.38X Cap: $52.25B
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• WSP Global Inc. (WSP $283.56)
  • $283.56 P/E (TTM): 46.41X Cap: $37.01B
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Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.

Upvote 2

Read Answer Asked on April 25, 2025