Investment Q&A

• Visa Inc. (V $301.10)
  • $301.10 P/E (TTM): 28.96X Cap: $572.92B
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• Bank of Nova Scotia (The) (BNS $94.40)
  • $94.40 P/E (TTM): 23.63X Cap: $118.13B
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• Enbridge Inc. (ENB $73.94)
  • $73.94 P/E (TTM): 28.29X Cap: $159.48B
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• TC Energy Corporation (TRP $88.42)
  • $88.42 P/E (TTM): 27.2X Cap: $87.60B
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• Sun Life Financial Inc. (SLF $86.45)
  • $86.45 P/E (TTM): 14.26X Cap: $48.19B
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• TELUS Corporation (T $18.21)
  • $18.21 P/E (TTM): 25.53X Cap: $28.51B
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• Fortis Inc. (FTS $78.82)
  • $78.82 P/E (TTM): 22.87X Cap: $40.09B
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• Thomson Reuters Corporation (TRI $128.05)
  • $128.05 P/E (TTM): 28.9X Cap: $57.26B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.72)
  • $12.72 P/E (TTM): 35.27X Cap: $3.78B
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• Trisura Group Ltd. (TSU $43.88)
  • $43.88 P/E (TTM): 15.02X Cap: $2.12B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.30)
  • $53.30 P/E (TTM): 80.1X Cap: $120.55B
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• Lumine Group Inc. (LMN $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
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Q: Which ones (if any) would you buy and hold and forget for 10 years?

Upvote 21

Read Answer Asked by Ray on September 18, 2025

• Loblaw Companies Limited (L $62.73)
  • $62.73 P/E (TTM): 12.17X Cap: $74.17B
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• TMX Group Limited (X $49.17)
  • $49.17 P/E (TTM): 33.11X Cap: $13.75B
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Q: Which do you think might have a better return over next 2 to 3 years and why. Suggested entry point? Thanx.

Upvote 6

Read Answer Asked by Steve on September 18, 2025

• Kraken Robotics Inc. (PNG $9.28)
  • $9.28 P/E (TTM): 167.5X Cap: $2.94B
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• Serve Robotics Inc. (SERV $9.19)
  • $9.19 Cap: $690M
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Q: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets

Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?

Thank you!

Upvote 7

Read Answer Asked by Mark on September 18, 2025

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.43)
  • $18.43 Cap: $815M
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Q: Fidelity Canada Short Term Corporate Bond ETF - FCSB

Your opinion of this ETF please, and compare/contrast with similar fixed-income ETFs from others. Additional comments re: Fidelity Canada ETFs (not funds) in general would be welcome.

As always, Thank you

IslandJohn

Upvote 4

Read Answer Asked by John on September 18, 2025

• Ocumetics Technology Corp. (OTC $0.43)
  • $0.43 Cap: $55M
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Q: otc had human trials and it sounds like it was good maybe could stick a toe in what do you think perhaps you have more info thank you for all you do

Upvote 3

Read Answer Asked by cindy on September 18, 2025

• NextEra Energy Inc. (NEE $91.45)
  • $91.45 P/E (TTM): 28.04X Cap: $189.51B
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• Vistra Corp. (VST $168.51)
  • $168.51 P/E (TTM): 75.38X Cap: $57.32B
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• Constellation Energy Corporation (CEG $313.76)
  • $313.76 P/E (TTM): 41.58X Cap: $114.83B
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Q: Can you please address the question of power demand required to run the data centres of the future.The power infrastructure build out could lag demand thus driving up electrical rates, Would there also be a drag on earnings for companies that don’t get the power required?

Upvote 4

Read Answer Asked by Allen on September 18, 2025

• Amazon.com Inc. (AMZN $207.88)
  • $207.88 P/E (TTM): 30.01X Cap: $2.25T
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• Alphabet Inc. (GOOG $303.38)
  • $303.38 P/E (TTM): 28.62X Cap: $3.72T
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• Microsoft Corporation (MSFT $389.87)
  • $389.87 P/E (TTM): 24.98X Cap: $2.90T
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• Oracle Corporation (ORCL $154.42)
  • $154.42 P/E (TTM): 29.08X Cap: $439.74B
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• Arista Networks Inc. (ANET $135.25)
  • $135.25 P/E (TTM): 48.39X Cap: $170.97B
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• MongoDB Inc. (MDB $266.72)
  • $266.72 Cap: $21.58B
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• Snowflake Inc. (SNOW $172.39)
  • $172.39 Cap: $59.28B
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• Credo Technology Group Holding Ltd (CRDO $102.94)
  • $102.94 P/E (TTM): 57.18X Cap: $18.76B
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Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx

Upvote 9

Read Answer Asked by blake on September 18, 2025

• Kraken Robotics Inc. (PNG $9.28)
  • $9.28 P/E (TTM): 167.5X Cap: $2.94B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.83)
  • $28.83 Cap: $11.58B
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• Parsons Corporation (PSN $50.54)
  • $50.54 P/E (TTM): 24.66X Cap: $5.46B
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• Genius Sports Limited (GENI $4.77)
  • $4.77 Cap: $1.22B
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• BlackSky Technology Inc. Class A (BKSY $24.15)
  • $24.15 Cap: $938M
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• Sportradar Group AG (SRAD $18.86)
  • $18.86 Cap: $5.49B
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• IREN Limited (IREN $40.73)
  • $40.73 P/E (TTM): 76.71X Cap: $14.02B
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• Nebius Group N.V. (NBIS $119.84)
  • $119.84 Cap: $28.23B
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• TSS Inc. (TSSI $10.67)
  • $10.67 P/E (TTM): 58.6X Cap: $313M
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Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.

Upvote 33

Read Answer Asked by K on September 18, 2025

• American Express Company (AXP $294.52)
  • $294.52 P/E (TTM): 19.29X Cap: $202.13B
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• Capital One Financial Corporation (COF $179.65)
  • $179.65 P/E (TTM): 21.28X Cap: $112.03B
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• Visa Inc. (V $301.10)
  • $301.10 P/E (TTM): 28.96X Cap: $572.92B
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Q: Visa’s business model has come under attack this year by alternate digital payment systems, including coins. And this morning KLARNA which goes public, and its Swedish CEO confidently asserted it will take business away from credit card companies. Swedes are not given to bragging so I take KLAR seriously. I am tempted to sell Visa and invest the proceeds in COF or AXP, whom I see as credit card companies that do more than collect tolls.

Am I wrong in thinking this? Is Visa management’s past record such that they are nimble enough , tech-savvy enough to deal with recent challenges?

Upvote 5

Read Answer Asked by Adam on September 18, 2025

• Occidental Petroleum Corporation (OXY $60.06)
  • $60.06 P/E (TTM): 35.86X Cap: $57.57B
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• First Trust Natural Gas ETF (FCG $31.06)
  • $31.06 P/E (TTM): 12.05X Cap: $662M
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• United States Natural Gas Fund (UNG $13.03)
  • $13.03 P/E (TTM): 15.09X Cap: $523M
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Q: I'm interested in exposure to natural gas - exposure to LNG, data center power, etc. I came across the FCG ETF some time ago, but never really paid much attention to it until now. I've noticed that it is trading lower today than during the GFC period. Regarding this ETF, how does today compare to then? Are there future contracts within this ETF ?........Different components within the ETF itself compared to 17 years ago?.....a worse price for the commodity ?

Do you like this ETF for Natural Gas exposure? UNG doesn't really appeal to me because of its make-up.

Upvote 1

Read Answer Asked by James on September 18, 2025

• Enbridge Inc. (ENB $73.94)
  • $73.94 P/E (TTM): 28.29X Cap: $159.48B
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Q: Confused when you answered Issaku question on 2 top utilities stocks, BEPC & FTS, would not ENB rate above these 2?
Thanks Again

Upvote 9

Read Answer Asked by eugene on September 17, 2025

• TMX Group Limited (X $49.17)
  • $49.17 P/E (TTM): 33.11X Cap: $13.75B
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Q: What is up with TMX Group shares ? Stock seems to be losing ground everyday, since its recent earnings release, which was solid and general trading/listing activity seems to continue to rise, Now its back to $53, the level, it traded in April.

Thank You

Upvote 5

Read Answer Asked by rajeev on September 17, 2025

• Vanguard All-Equity ETF Portfolio (VEQT $53.15)
  • $53.15 P/E (TTM): 11.2X Cap: $11.94B
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• iShares Core Equity ETF Portfolio (XEQT $39.47)
  • $39.47 P/E (TTM): 13.01X Cap: $14.70B
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Q: Which is better for a long term investment, basically to regularly add to and forget about it? Plan to mainly hold this etf instead of 20 stocks.

Upvote 2

Read Answer Asked by Shelley on September 17, 2025

Q: Good day to you all
I have a small position in both Co.
some cash available
which one would you add to ?
thanks for your always good advice

Upvote 3

Read Answer Asked by georges on September 17, 2025

• BMO Money Market Fund (ZMMK $49.88)
  • $49.88 Cap: $5.42B
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• Global X 0-3 Month T-Bill ETF (CBIL $50.02)
  • $50.02 Cap: $2.05B
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Q: What are your favourite money market funds or t-bill funds to hold cash medium to long term?

Upvote 6

Read Answer Asked by Andrew on September 17, 2025

• goeasy Ltd. (GSY $36.21)
  • $36.21 P/E (TTM): 2.78X Cap: $611M
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Q: Hello Peter and 5i colleagues,
GSY tumbled this morning on news of the departure of their CFO. Can one person make such a difference or are there deeper concerns as well?
Thanks as always for your valuable insighys,
Adel

Upvote 10

Read Answer Asked by ADEL on September 17, 2025

• Riot Platforms Inc. (RIOT $13.84)
  • $13.84 Cap: $5.34B
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Q: What is the news on RIOT, please. It seems to be on quite a tear lately, hitting new highs consistently. Thanks!

Upvote 1

Read Answer Asked by Sylvia on September 17, 2025

• Bitfarms Ltd. (BITF $3.09)
  • $3.09 Cap: $1.91B
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Q: Hello! Wondering if you have an updated opinion of BITF since your last comment? Thank you!

Upvote 2

Read Answer Asked by Judith on September 17, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.03)
  • $99.03 P/E (TTM): 13.2X Cap: $21.10B
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• Descartes Systems Group Inc. (The) (DSG $98.26)
  • $98.26 P/E (TTM): 42.36X Cap: $8.40B
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• Kinaxis Inc. (KXS $135.03)
  • $135.03 P/E (TTM): 40.66X Cap: $3.77B
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• Open Text Corporation (OTEX $31.52)
  • $31.52 P/E (TTM): 13.67X Cap: $7.89B
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Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?

Upvote 9

Read Answer Asked by Theodore on September 17, 2025

• Fidelity Advantage Bitcoin ETF (FBTC $31.55)
  • $31.55 Cap: $1.24B
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Q: Would you recommend holding a small portion of a portfolio in a bitcoin ETF such as IBIT or FBTC as a risk diversifier? and if so, what would be the recommended entry points?

Upvote 4

Read Answer Asked by M on September 17, 2025