Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• ATS Corporation (ATS $44.56)
  • $44.56 Cap: $4.26B
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• Open Text Corporation (OTEX $33.85)
  • $33.85 P/E (TTM): 14.09X Cap: $8.46B
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• Premium Brands Holdings Corporation (PBH $104.83)
  • $104.83 P/E (TTM): 72.19X Cap: $4.73B
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• InterRent Real Estate Investment Trust (IIP.UN $13.42)
  • $13.42 Cap: $1.87B
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• MTY Food Group Inc. (MTY $40.80)
  • $40.80 P/E (TTM): 28.98X Cap: $945M
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• Boyd Group Services Inc. (BYD $236.80)
  • $236.80 P/E (TTM): 234.31X Cap: $6.62B
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Q: Im looking for a list of companies that might get a bump in January after tax loss season.

Thanks Steve

Upvote 5

Read Answer Asked by Steve on December 03, 2024

• Global X US Dollar Currency ETF (DLR $13.95)
  • $13.95 P/E (TTM): 13.15X Cap: $285M
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• Purpose US Cash Fund (PSU.U $100.04)
  • $100.04 Cap: $753M
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.11)
  • $118.11 P/E (TTM): 58.68X Cap: $764M
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• US High Interest Savings Account Fund (HISU.U $100.05)
  • $100.05 Cap: $590M
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Q: Investing in US currencies - Can you provide some suggestions on how to participate in the strength of the US dollar as compared to the CDN dollar.Are there exchange-traded funds of exchange-traded notes that focus on exploiting US currency movements?

Upvote 6

Read Answer Asked by Ronnie on December 03, 2024

• Celestica Inc. (CLS $373.82)
  • $373.82 P/E (TTM): 49.65X Cap: $43.57B
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• Toromont Industries Ltd. (TIH $213.92)
  • $213.92 P/E (TTM): 33.34X Cap: $17.24B
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• ATS Corporation (ATS $44.56)
  • $44.56 Cap: $4.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.80)
  • $162.80 P/E (TTM): 127.25X Cap: $214.74B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $119.19)
  • $119.19 Cap: $13.94B
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Q: There is a lot of talk about cyclicals doing very well in 2025
Can u expand on exactly what that “means”?
If you agree that cyclicals will outperform
can u recommend 5 best cyclicals stocks to purchase and entry points if possible
Thanks

Upvote 14

Read Answer Asked by Indra on December 03, 2024

• Cellebrite DI Ltd. (CLBT $13.59)
  • $13.59 Cap: $3.19B
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• Nebius Group N.V. (NBIS $89.30)
  • $89.30 Cap: $21.71B
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Q: if you could only buy one stock,which one would you buy CLBT or NBIS?
And why so?

Upvote 7

Read Answer Asked by keith on December 03, 2024

• TerraVest Industries Inc. (TVK $146.03)
  • $146.03 Cap: $3.18B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.75)
  • $200.75 P/E (TTM): 30.07X Cap: $2.33B
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• iShares Core S&P Mid-Cap ETF (IJH $71.75)
  • $71.75 P/E (TTM): 19.93X Cap: $111.85B
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• WELL Health Technologies Corp. (WELL $4.21)
  • $4.21 Cap: $1.06B
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• Construction Partners Inc. (ROAD $136.24)
  • $136.24 P/E (TTM): 59.6X Cap: $7.59B
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• BMO S&P US Mid Cap Index ETF (ZMID $52.10)
  • $52.10 P/E (TTM): 20.65X Cap: $308M
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• Shift4 Payments Inc. Class A (FOUR $46.01)
  • $46.01 P/E (TTM): 26.98X Cap: $3.90B
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• Cellebrite DI Ltd. (CLBT $13.59)
  • $13.59 Cap: $3.19B
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Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?

Also top mid/small cap ETFs in US and Canada?

Thank You.

Upvote 34

Read Answer Asked by Anna on December 03, 2024

• iShares Core Growth ETF Portfolio (XGRO $36.40)
  • $36.40 P/E (TTM): 12.22X Cap: $4.39B
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Q: Would this be a good fund to buy on the dips and average into over the next 3 to 5 years and then hold?

Upvote 4

Read Answer Asked by David C. on December 03, 2024

• Harvest Diversified Monthly Income ETF (HDIF $8.87)
  • $8.87 P/E (TTM): 19.81X Cap: $477M
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.89)
  • $13.89 P/E (TTM): 14.79X Cap: $1.15B
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Q: Love what you do.
Can you compare these two ETF's for income i'm setting up a portfolio for my wife

Upvote 2

Read Answer Asked by David on December 03, 2024

• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
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Q: Looking at the chart of Propel. Since June 2024 consistent new monthly highs (of course with profit taking pull backs). But since the early November highs, the trend has changed, lower highs etc. this looks like a topping pattern to me. (I would say if it cannot break 40 very soon it is time to get out). While, of course, there can be many reasons for investors losing interest in a stock, the timing of the apparent reversal with the U.S. election seems too coincidental. May I ask as to whether 5i is aware of anything in the Propel business model which could be negatively affected by the Trump election? I am thinking maybe tariffs and their effect on interest rates etc.
Thanks as always
Neil

Upvote 16

Read Answer Asked by Neil on December 03, 2024

• Pfizer Inc. (PFE $27.41)
  • $27.41 P/E (TTM): 15.73X Cap: $157.22B
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• Methanex Corporation (MX $71.51)
  • $71.51 P/E (TTM): 16.67X Cap: $5.32B
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• ATS Corporation (ATS $44.56)
  • $44.56 Cap: $4.26B
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• Open Text Corporation (OTEX $33.85)
  • $33.85 P/E (TTM): 14.09X Cap: $8.46B
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• Nutrien Ltd. (NTR $103.61)
  • $103.61 P/E (TTM): 58.97X Cap: $49.58B
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Q: All of these companies have really high debt levels, could you comment on their prospects and whether you would buy, hold or sell. Thanks!

Upvote 6

Read Answer Asked by Sandy on December 03, 2024

• Tuktu Resources Ltd. (TUK $0.03)
  • $0.03 Cap: $6M
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Q: I understand that TUK is a smaller company, but I’m curious about its growth potential over the next 3-5 years. I’ve noticed that they recently raised capital and reported positive drilling results. Could you share any insights on the company’s inside ownership? Specifically, is the ownership level balanced?

I’m considering taking a small position in my TFSA and would appreciate your thoughts.

Upvote 3

Read Answer Asked by Robert on December 03, 2024

• Constellation Software Inc. (CSU $2,613.35)
  • $2,613.35 P/E (TTM): 56.43X Cap: $53.41B
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• StoneCo Ltd. (STNE $16.90)
  • $16.90 Cap: $4.56B
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Q: Continues to move north. Anything on your radar to account for this?

Thx

Upvote 2

Read Answer Asked by blake on December 03, 2024

• Vanguard S&P 500 Index ETF (VFV $167.40)
  • $167.40 P/E (TTM): 26.01X Cap: $28.31B
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Q: I am looking to sell $100,000 in VFV (it is up ~70%) in a NR account to pay off debt. My income this year is $250K and I have already have ~$40K in capital gains this year. Does it make sense to sell it now or wait until January 1st to defer capital gains tax?

Upvote 2

Read Answer Asked by Matt on December 03, 2024

Q: Is it time to take some profits from the market?

Upvote 18

Read Answer Asked by Brian on December 03, 2024

• BCE Inc. (BCE $36.01)
  • $36.01 P/E (TTM): 5.36X Cap: $33.43B
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• TELUS Corporation (T $18.62)
  • $18.62 P/E (TTM): 25.83X Cap: $29.19B
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• Rogers Communication Inc. (RCI $40.89)
  • $40.89 P/E (TTM): 4.29X Cap: $21.86B
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Q: Hi 5i,

All these questions about BCE and it's dividend has me worried about the other two in the industry. Could you comment on T and RCI's debt load, payout ratios, dividend sustainability, and earning growth rates?

Also, separate/unrelated comment: It would be great to be able to do a search on a company and have BOTH the Canadian and U.S. questions both come back together. It's a bit of a pain to have to do two separate searches and then manually read them in chronological order. Well, it is the season...and I thought I'd just ask... :)

TIA

Upvote 6

Read Answer Asked by Wayne on December 03, 2024

• Cellebrite DI Ltd. (CLBT $13.59)
  • $13.59 Cap: $3.19B
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• TransMedics Group Inc. (TMDX $140.05)
  • $140.05 P/E (TTM): 54.29X Cap: $4.98B
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• Nebius Group N.V. (NBIS $89.30)
  • $89.30 Cap: $21.71B
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Q: In August you were asked about 10 high growth companies you'd be comfortable holding for 10 years, with the following companies suggested.

GSY, PRL, WELL, BN, ISRG, NVDA, BKNG, TMDX, SHOP, LLY

A lot has happened since August! Any updates you'd make at this time?

Upvote 24

Read Answer Asked by Kel on December 03, 2024

• Culico Metals Inc. (CLCO $0.42)
  • $0.42 Cap: $33M
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Q: Culico Metals was formed as part of the acquisition of Karora earlier this year and is now trading on the TSX Venture exchange. Can you share your thoughts on the prospect of this spin-off company?

Upvote 4

Read Answer Asked by Ted on December 03, 2024

Q: Everyone, for a medium risk person what would be a reasonable rate of return. Clayton

Upvote 5

Read Answer Asked by Clayton on December 03, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $8.34)
  • $8.34 P/E (TTM): 16.75X Cap: $6M
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Q: Can I please have an updated view of ESP. Last question was in the spring. Is the 18% sustainable for the near future?

Upvote 1

Read Answer Asked by John on December 03, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $8.34)
  • $8.34 P/E (TTM): 16.75X Cap: $6M
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• Canadian Life Companies Split Corp. Class A Shares (LFE $7.10)
  • $7.10 P/E (TTM): 8.93X Cap: $83M
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• North American Financial 15 Split Corp. Class A Shares (FFN $9.05)
  • $9.05 P/E (TTM): 13.15X Cap: $503M
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• Power & Infrastructure Split Corp. Class A Shares (PWI $13.09)
  • $13.09 P/E (TTM): 14.94X Cap: $48M
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• Definity Financial Corporation (DFY $68.60)
  • $68.60 P/E (TTM): 20.42X Cap: $8.30B
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Q: Chasing dividends. Could you please rank these in order of strength and sustainability.

Upvote 7

Read Answer Asked by John on December 03, 2024

• Pembina Pipeline Corporation (PPL $61.76)
  • $61.76 P/E (TTM): 21.18X Cap: $34.84B
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Q: Any reasons for the recent PPL SP big drops? Thanks.

Upvote 4

Read Answer Asked by Victor on December 03, 2024