Investment Q&A

• Northland Power Inc. (NPI)
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Q: What is the outlook for this company for the next couple of years. Do you see if it is a long term hold. I would think that Taiwan Wind Farm is complete by now and should be generating with steady cash flow. This stock seems to be stuck between 20 - 21 dollars, do you see any up- side from here.
Thank you for your excellent serve.
Earl

Upvote 3

Read Answer Asked by Earl on June 03, 2025

Q: There's been a lot of noise lately about widening bond market spreads and their potential implications. From your perspective, is this a meaningful early signal of broader market stress and if so, how might it impact public equities in the months ahead?

Appreciate your take.

Upvote 3

Read Answer Asked by Robert on June 03, 2025

• Kinaxis Inc. (KXS)
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• Lumine Group Inc. (LMN)
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Q: KXS has had a good run lately. In terms of valuation LMN looks much cheaper. I was thinking I would take some profit and buy LMN. What do you think? T Stephen

Upvote 8

Read Answer Asked by Stephen on June 03, 2025

• JPMorgan Chase & Co. (JPM)
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• Morgan Stanley (MS)
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Q: Greetings 5i, I own both of these companies and both have done well, although JPM has significantly outperformed. Would you sell MS and consolidate the position in JPM or would you continue to hold both? Please provide primary reasons. Thank you.

Upvote 3

Read Answer Asked by Barbara on June 03, 2025

• Topicus.com Inc. (TOI)
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• Lumine Group Inc. (LMN)
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Q: What are the forward PE for these companies and how does this compare historically? Thx

Upvote 8

Read Answer Asked by blake on June 03, 2025

• Enbridge Inc. (ENB)
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• Pembina Pipeline Corporation (PPL)
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Q: Hi Team,
Looking at Pembina's recent weakness, is it fair to say that currently it would be a better "buy" today compared to Enb which is riding near highs in terms of potential long term growth? When I look at valuation I am seeing a P/E of 16.85 for PPL and 23.25 for ENB. Also, I am wondering if PPl valuation stays low, if it will be a takeout candidate for ENB some day? Market cap of PPl is only 30 billion compared to 137B for ENB. PPL has some valuable assets, including LNG plant currently under construction. Dividends are fairly similar with enb slightly higher at the moment. Thoughts?

Shane.

Upvote 8

Read Answer Asked by Shane on June 02, 2025

• CRISPR Therapeutics AG (CRSP)
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• C3.ai Inc. Class A (AI)
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Q: I have held both the above stocks since 2020 in my TFSA. Both are now 76% below my buy prices. Today C3Ai is showing signs of life for valid and obvious reasons. CRSP is not ? at least not that I'm aware of. Would very much appreciate your views as to whether or not either or both of these might continue to be held for logical reasons ? or just bite the bullet and sell.

John

Upvote 1

Read Answer Asked by JOHN on June 02, 2025

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Has your thesis changed from a sell to hold/buy based on news that Boisjoli will be retiring, their latest results, and better momentum (up 29% since early May)?

Upvote 2

Read Answer Asked by Marco on June 02, 2025

• Pason Systems Inc. (PSI)
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• Trican Well Service Ltd. (TCW)
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Q: Good morning ... I would like to initiate a position in the oil field services industry.
Currently, I'm looking at Pason Systems and Trican Well Services. Which of the two would be your choice, and why?

Thanks, Rick

Upvote 2

Read Answer Asked by Richard on June 02, 2025

• Sailfish Royalty Corp. (FISH)
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Q: Hello. Can you tell me all about Sailfish Royalty? What are its assets and how do they rate? Is the dividend well funded? Insider ownership? What are its growth prospects for both the business and the stock price? Thanks!

Upvote 2

Read Answer Asked by Robert on June 02, 2025

Q: Are you aware of any service like yours that would be based in the USA and available to Americans regarding the American market?

Upvote 12

Read Answer Asked by dave on June 02, 2025

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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Q: With all the turmoil in the Chip Markets and this company owns 30 Chip Companies is it due for a downside correction,. RAK

Upvote 2

Read Answer Asked by bob on June 02, 2025

Q: Given today's unsettled economic atmosphere, which investment sectors would you favor and in what proportion?
Many thanks for your stellar service!!!!!!
brian

Upvote 10

Read Answer Asked by Brian on June 02, 2025

• Global X Defense Tech ETF (SHLD)
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• Global X Defence Tech Index ETF (SHLD)
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Q: I'm, looking to get in on the defense sector. Wondering if the above two are the same, why the volume is much higher in the US, did they both initiate at the same time and do you think its a good play to get in or are there other ways to play that sector ?
Thanks
jeff

Upvote 1

Read Answer Asked by JEFF on June 02, 2025

• The Boeing Company (BA)
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• Lockheed Martin Corporation (LMT)
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• Northrop Grumman Corporation (NOC)
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• RTX Corporation (RTX)
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• Select STOXX Europe Aerospace & Defense ETF (EUAD)
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Q: Given today's world politics, what are your views of defense stocks, both European and North American examples: AIRBUS, NOC, BA and European contractors etc?
Thank you again for your terrific service
brian

Upvote 2

Read Answer Asked by Brian on June 02, 2025

• Heritage Insurance Holdings Inc. (HRTG)
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Q: I would like you opinion on this company . I am considering a small position

Upvote 3

Read Answer Asked by Leon on June 02, 2025

• Evolve Cryptocurrencies ETF (ETC)
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Q: Can you suggest an ETF that has Bitcoin, Litecoin, Ethe as main holds.
thanks

Upvote 1

Read Answer Asked by Fernando on June 02, 2025

• New Found Gold Corp. (NFG)
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Q: What are your thoughts and analysis of my last question back in March 2025?
Would you be a small investor today?
Thanx Gary

Upvote 1

Read Answer Asked by Gary on June 02, 2025

• NVIDIA Corporation (NVDA)
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• HP Inc. (HPQ)
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• Dell Technologies Inc. Class C (DELL)
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Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?

Would 5I have any interest in Dell at current prices?
Thx

Upvote 2

Read Answer Asked by jim on June 02, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Q: Hello, I saw your answer on VIU (May 29th), suggesting not to buy it in a TFSA. Is there an alternative for a TFSA in CDN$? Looking for an equity ETF ex-NA. Thanks

Upvote 1

Read Answer Asked by Martin on June 02, 2025