Investment Q&A

• Loblaw Companies Limited (L $63.21)
  • $63.21 P/E (TTM): 12.44X Cap: $74.92B
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• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 73.33X Cap: $50B
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• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.36X Cap: $47.67B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.72X Cap: $40.37B
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• Brookfield Renewable Partners L.P. (BEP.UN $47.91)
  • $47.91 Cap: $31.96B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $72.19)
  • $72.19 P/E (TTM): 52.15X Cap: $8.10B
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• Descartes Systems Group Inc. (The) (DSG $87.31)
  • $87.31 P/E (TTM): 40.49X Cap: $7.70B
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• Whitecap Resources Inc. (WCP $14.60)
  • $14.60 P/E (TTM): 14.32X Cap: $17.51B
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• Athabasca Oil Corporation (ATH $10.62)
  • $10.62 P/E (TTM): 21.18X Cap: $4.88B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 131.44X Cap: $200.24B
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• Tamarack Valley Energy Ltd. (TVE $10.92)
  • $10.92 Cap: $5.17B
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• Hydro One Limited (H $58.94)
  • $58.94 P/E (TTM): 26.34X Cap: $35.12B
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• Cardinal Energy Ltd. (CJ $11.31)
  • $11.31 P/E (TTM): 80.44X Cap: $1.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $127.42)
  • $127.42 Cap: $14.61B
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• Topicus.com Inc. (TOI $91.51)
  • $91.51 P/E (TTM): 288.07X Cap: $11.89B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $88.50)
  • $88.50 P/E (TTM): 56.5X Cap: $9.57B
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Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?

Upvote 16

Read Answer Asked by Andre on March 31, 2026

• Canadian National Railway Company (CNR $152.26)
  • $152.26 P/E (TTM): 19.66X Cap: $92.89B
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• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 73.33X Cap: $50B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?

Upvote 5

Read Answer Asked by Edward on March 30, 2026

• Mastercard Incorporated (MA $498.66)
  • $498.66 P/E (TTM): 30.7X Cap: $449.08B
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• Canadian National Railway Company (CNR $152.26)
  • $152.26 P/E (TTM): 19.66X Cap: $92.89B
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• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 73.33X Cap: $50B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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• S&P Global Inc. (SPGI $415.42)
  • $415.42 P/E (TTM): 29.83X Cap: $128.62B
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• Transdigm Group Incorporated (TDG $1,207.18)
  • $1,207.18 P/E (TTM): 39.25X Cap: $69.20B
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Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold

Thx Yves

Upvote 13

Read Answer Asked by Yves on March 26, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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Q: ATD: I think I have held it for 2 years: 1000 in wife's account and same in mine. I sold my shares because stock not going anywhere; but, kept wife's.
Do you really think this company still has growth potential and why?

Upvote 5

Read Answer Asked by James on March 19, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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Q: Thoughts on the quarter please?

Thx

Upvote 5

Read Answer Asked by blake on March 18, 2026

• Canadian National Railway Company (CNR $152.26)
  • $152.26 P/E (TTM): 19.66X Cap: $92.89B
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• Suncor Energy Inc. (SU $89.29)
  • $89.29 P/E (TTM): 18.36X Cap: $104.03B
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• Enbridge Inc. (ENB $75.17)
  • $75.17 P/E (TTM): 23.0X Cap: $164.52B
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• Canadian Natural Resources Limited (CNQ $64.16)
  • $64.16 P/E (TTM): 12.4X Cap: $131.70B
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• Loblaw Companies Limited (L $63.21)
  • $63.21 P/E (TTM): 12.44X Cap: $74.92B
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• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.36X Cap: $47.67B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.72X Cap: $40.37B
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• Cameco Corporation (CCO $160.73)
  • $160.73 P/E (TTM): 178.36X Cap: $69.51B
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• Wheaton Precious Metals Corp. (WPM $200.24)
  • $200.24 P/E (TTM): 44.05X Cap: $88.42B
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• Tourmaline Oil Corp. (TOU $61.20)
  • $61.20 P/E (TTM): 86.12X Cap: $23.59B
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• Kelt Exploration Ltd. (KEL $8.69)
  • $8.69 P/E (TTM): 29.3X Cap: $1.73B
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• Agnico Eagle Mines Limited (AEM $302.27)
  • $302.27 P/E (TTM): 24.68X Cap: $151.43B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.32X Cap: $9.05B
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• Tamarack Valley Energy Ltd. (TVE $10.92)
  • $10.92 Cap: $5.17B
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• Hydro One Limited (H $58.94)
  • $58.94 P/E (TTM): 26.34X Cap: $35.12B
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• TerraVest Industries Inc. (TVK $125.19)
  • $125.19 Cap: $2.74B
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• Nutrien Ltd. (NTR $102.13)
  • $102.13 P/E (TTM): 34.97X Cap: $48.66B
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Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 22

Read Answer Asked by Alex on March 16, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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Q: Is this still worth holding? Contemplating on selling it and I investing the money on something a little more exciting like PNG.

Upvote 6

Read Answer Asked by Marco on March 12, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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Q: I need some consumer discretionary for my RRIF. I want to minimize market surprises so I've chosen these two. Both have great dividend history and OK 5 year CAGR. The RIF is not my primary source of income but I do find dividends to be a help when getting over rough patches. Which would you choose for a long term hold. Or perhaps both? Any other choices? Thank You

Upvote 6

Read Answer Asked by Stephen on February 24, 2026

• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.36X Cap: $47.67B
  • View DOL Profile
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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• Mainstreet Equity Corp. (MEQ $181.97)
  • $181.97 P/E (TTM): 6.07X Cap: $1.68B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $127.42)
  • $127.42 Cap: $14.61B
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• Tantalus Systems Holding Inc. (GRID $5.85)
  • $5.85 Cap: $294M
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• MDA Space Ltd. (MDA $42.37)
  • $42.37 P/E (TTM): 48.49X Cap: $5.82B
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Q: Hi,
I know that these companies vary widely.
Given today's prices, could you please rank the order if you were to initiate a position for about 3 years? Please also give a short blurb about advantages/disadvantages of buying each one today.
Thank you!

Upvote 12

Read Answer Asked by GeeMac on February 11, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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Q: Anything popping ATD.to of late?

Thx

Upvote 4

Read Answer Asked by blake on February 11, 2026

• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.54X Cap: $17.07B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• Vertiv Holdings LLC Class A (VRT $295.11)
  • $295.11 P/E (TTM): 82.41X Cap: $110.05B
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Q: All 3 at or near ATH s !
Time to trim & take some profits ?

Upvote 5

Read Answer Asked by Brant on February 11, 2026

• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.36X Cap: $47.67B
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• Stantec Inc. (STN $119.65)
  • $119.65 P/E (TTM): 28.87X Cap: $13.84B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• Mainstreet Equity Corp. (MEQ $181.97)
  • $181.97 P/E (TTM): 6.07X Cap: $1.68B
  • View MEQ Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $127.42)
  • $127.42 Cap: $14.61B
  • View ATZ Profile
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• Tantalus Systems Holding Inc. (GRID $5.85)
  • $5.85 Cap: $294M
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Q: Good morning! I know the following are vastly different, but at today's prices, what would be your ranking to initiate a position? Please provide a short justification for each (pros/cons). Thank you!

Upvote 15

Read Answer Asked by GeeMac on February 11, 2026

• Royal Bank of Canada (RY $237.86)
  • $237.86 P/E (TTM): 15.71X Cap: $329.34B
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• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 10.99X Cap: $230.19B
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.19X Cap: $122.92B
  • View BNS Profile
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• Canadian National Railway Company (CNR $152.26)
  • $152.26 P/E (TTM): 19.66X Cap: $92.89B
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• Enbridge Inc. (ENB $75.17)
  • $75.17 P/E (TTM): 23.0X Cap: $164.52B
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• Canadian Imperial Bank Of Commerce (CM $142.66)
  • $142.66 P/E (TTM): 14.55X Cap: $130.33B
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• Canadian Pacific Kansas City Limited (CP $111.69)
  • $111.69 P/E (TTM): 25.05X Cap: $100.78B
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• Loblaw Companies Limited (L $63.21)
  • $63.21 P/E (TTM): 12.44X Cap: $74.92B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.83X Cap: $50.58B
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• National Bank of Canada (NA $195.72)
  • $195.72 P/E (TTM): 18.28X Cap: $74.91B
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• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.36X Cap: $47.67B
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• Intact Financial Corporation (IFC $251.70)
  • $251.70 P/E (TTM): 13.56X Cap: $45.15B
  • View IFC Profile
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• Hydro One Limited (H $58.94)
  • $58.94 P/E (TTM): 26.34X Cap: $35.12B
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Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.

Upvote 21

Read Answer Asked by Robert on February 09, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• Lumine Group Inc. (LMN $21.60)
  • $21.60 P/E (TTM): 85.16X Cap: $5.68B
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Q: For a Tfsa investment which of Atd or Lmn do you think would provide the best investment over the next 5 years?

Upvote 7

Read Answer Asked by Terry on February 09, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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Q: I would appreciate your current thoughts on ATD - do I sense momentum - are they back on track? Any news you are aware of? Thanks

Upvote 5

Read Answer Asked by Patrick on February 04, 2026

• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.36X Cap: $47.67B
  • View DOL Profile
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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Q: Hi Peter
today is a pull back for the market
but both ATD and Dollarama has pulled back for over 1 week
knowing that DOL is a growth stock
I have a half position in each of Dol and ATD, which one would you
prefer for growth, abit of income? thanks
if there are any particular reasons for the pull back of both, let me know
thanks
Michael

Upvote 5

Read Answer Asked by Michael on February 03, 2026

• Costco Wholesale Corporation (COST $998.47)
  • $998.47 P/E (TTM): 71.6X Cap: $457.86B
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• Chevron Corporation (CVX $188.55)
  • $188.55 P/E (TTM): 29.09X Cap: $375.64B
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• Deere & Company (DE $605.00)
  • $605.00 P/E (TTM): 34.37X Cap: $166.92B
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• Sherwin-Williams Company (The) (SHW $336.11)
  • $336.11 P/E (TTM): 32.68X Cap: $83.04B
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• Walmart Inc. (WMT $126.77)
  • $126.77 Cap: $1.02T
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• Exxon Mobil Corporation (XOM $152.51)
  • $152.51 P/E (TTM): 23.32X Cap: $646.01B
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• Suncor Energy Inc. (SU $89.29)
  • $89.29 P/E (TTM): 18.36X Cap: $104.03B
  • View SU Profile
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• Canadian Natural Resources Limited (CNQ $64.16)
  • $64.16 P/E (TTM): 12.4X Cap: $131.70B
  • View CNQ Profile
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• Loblaw Companies Limited (L $63.21)
  • $63.21 P/E (TTM): 12.44X Cap: $74.92B
  • View L Profile
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• Cenovus Energy Inc. (CVE $35.80)
  • $35.80 P/E (TTM): 16.72X Cap: $66.68B
  • View CVE Profile
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• TerraVest Industries Inc. (TVK $125.19)
  • $125.19 Cap: $2.74B
  • View TVK Profile
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• Nutrien Ltd. (NTR $102.13)
  • $102.13 P/E (TTM): 34.97X Cap: $48.66B
  • View NTR Profile
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• Linde plc (LIN $503.15)
  • $503.15 P/E (TTM): 34.28X Cap: $233.22B
  • View LIN Profile
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• Corteva Inc. (CTVA $83.83)
  • $83.83 P/E (TTM): 52.31X Cap: $56.09B
  • View CTVA Profile
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• VanEck Agribusiness ETF (MOO $85.00)
  • $85.00 P/E (TTM): 22.93X Cap: $1.12B
  • View MOO Profile
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Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Upvote 9

Read Answer Asked by Jean-Yves on February 03, 2026

• Meta Platforms Inc. (META $629.86)
  • $629.86 P/E (TTM): 26.07X Cap: $1.58T
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• Microsoft Corporation (MSFT $370.87)
  • $370.87 P/E (TTM): 23.41X Cap: $2.77T
  • View MSFT Profile
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• Chubb Limited (CB $327.91)
  • $327.91 P/E (TTM): 12.93X Cap: $127.96B
  • View CB Profile
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• D.R. Horton Inc. (DHI $142.64)
  • $142.64 P/E (TTM): 12.96X Cap: $41.64B
  • View DHI Profile
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• Johnson & Johnson (JNJ $238.46)
  • $238.46 P/E (TTM): 21.88X Cap: $581.22B
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• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 10.99X Cap: $230.19B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.19X Cap: $122.92B
  • View BNS Profile
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  • View Reports on BNS
• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 73.33X Cap: $50B
  • View CSU Profile
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  • View Reports on CSU
• Intact Financial Corporation (IFC $251.70)
  • $251.70 P/E (TTM): 13.56X Cap: $45.15B
  • View IFC Profile
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.28X Cap: $131B
  • View BN Profile
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Q: The market keeps going up with high valuations for many stocks. What are your current top 5 Canadian and 5 US stocks with high convictions, good valuation and growth for the next 3 to 5 yeas in TFSA account. Please provide your rationale for each pick with risk level (H, M, L) and entry price if possible. Thanks.

Upvote 23

Read Answer Asked by CP on February 02, 2026

• Tourmaline Oil Corp. (TOU $61.20)
  • $61.20 P/E (TTM): 86.12X Cap: $23.59B
  • View TOU Profile
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• TFI International Inc. (TFII $169.27)
  • $169.27 P/E (TTM): 43.04X Cap: $14.05B
  • View TFII Profile
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  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
  • View ATD Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.13)
  • $62.13 P/E (TTM): 30.69X Cap: $102.05B
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Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott

Upvote 12

Read Answer Asked by Scott on January 29, 2026

• Meta Platforms Inc. (META $629.86)
  • $629.86 P/E (TTM): 26.07X Cap: $1.58T
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• Intuit Inc. (INTU $350.94)
  • $350.94 P/E (TTM): 25.34X Cap: $100.02B
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• Home Depot Inc. (The) (HD $337.34)
  • $337.34 P/E (TTM): 23.62X Cap: $338.23B
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• United Rentals Inc. (URI $771.93)
  • $771.93 P/E (TTM): 19.7X Cap: $48.25B
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• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 73.33X Cap: $50B
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• TFI International Inc. (TFII $169.27)
  • $169.27 P/E (TTM): 43.04X Cap: $14.05B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 21.55X Cap: $71.94B
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• goeasy Ltd. (GSY $31.37)
  • $31.37 P/E (TTM): 2.37X Cap: $520M
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.28X Cap: $131B
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• Nvidia CDR (CAD Hedged) (NVDA $42.48)
  • $42.48 P/E (TTM): 61.93X Cap: $6.19T
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Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Upvote 26

Read Answer Asked by Keith on January 29, 2026