Investment Q&A

• BCE Inc. (BCE $35.13)
  • $35.13 P/E (TTM): 5.39X Cap: $32.81B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $187.63)
  • $187.63 P/E (TTM): 23.21X Cap: $11.51B
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• Capital Power Corporation (CPX $62.98)
  • $62.98 P/E (TTM): 78.03X Cap: $9.50B
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• Extendicare Inc. (EXE $26.19)
  • $26.19 P/E (TTM): 24.0X Cap: $2.49B
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• North West Company Inc. (The) (NWC $53.98)
  • $53.98 P/E (TTM): 18.7X Cap: $2.57B
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• Alimentation Couche-Tard Inc. (ATD $81.49)
  • $81.49 P/E (TTM): 22.04X Cap: $74.80B
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Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?

Upvote 5

Read Answer Asked by David on November 14, 2025

• Freehold Royalties Ltd. (FRU $17.03)
  • $17.03 P/E (TTM): 22.01X Cap: $2.94B
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Q: What is their % split for revenue between oil and gas.

Upvote 3

Read Answer Asked by Tim on November 14, 2025

• CECO Environmental Corp. (CECO $54.78)
  • $54.78 P/E (TTM): 39.96X Cap: $1.95B
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Q: Is this a good time to start a position in ceco?

Upvote 4

Read Answer Asked by Gary on November 14, 2025

• ARC Resources Ltd. (ARX $27.66)
  • $27.66 P/E (TTM): 6.57X Cap: $15.40B
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• Tourmaline Oil Corp. (TOU $66.05)
  • $66.05 P/E (TTM): 87.18X Cap: $25.16B
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Q: I currently own above mentioned stocks and looking to add another gas producing company/S with strong fundamentals and future prospects especially with regards to lng accessibility. Recommendations? Thanx.

Upvote 3

Read Answer Asked by Steve on November 14, 2025

• Miscellaneous (MISC)
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Q: WSJ suggests that the AI boom is increasingly fragile.

Does 5i agree with that position?

If YES what companies would be most a t risk?

Thanks.

Upvote 30

Read Answer Asked by Donald on November 14, 2025

• Equinix Inc. (EQIX $976.98)
  • $976.98 P/E (TTM): 69.48X Cap: $95.64B
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• AbbVie Inc. (ABBV $226.11)
  • $226.11 P/E (TTM): 96.19X Cap: $402.57B
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• American Electric Power Company Inc. (AEP $133.76)
  • $133.76 P/E (TTM): 19.87X Cap: $71.26B
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• EOG Resources Inc. (EOG $135.71)
  • $135.71 P/E (TTM): 14.02X Cap: $71.09B
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• NextEra Energy Inc. (NEE $92.45)
  • $92.45 P/E (TTM): 27.74X Cap: $190.97B
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• Energy Transfer LP (ET $18.80)
  • $18.80 P/E (TTM): 15.12X Cap: $64.50B
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• Blackstone Inc. (BX $103.52)
  • $103.52 P/E (TTM): 28.34X Cap: $79.59B
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• NXP Semiconductors N.V. (NXPI $193.33)
  • $193.33 P/E (TTM): 25.54X Cap: $50.50B
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• Digital Realty Trust Inc. (DLR $180.34)
  • $180.34 P/E (TTM): 50.52X Cap: $62.05B
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Q: As a dividend investor could you give me 10 companies outside of Canada that have at least a 2% div. and some growth, sectors aside. Appreciate your service!

Upvote 7

Read Answer Asked by Mark on November 14, 2025

• Farmland Partners Inc. (FPI $12.16)
  • $12.16 P/E (TTM): 20.69X Cap: $541M
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• Gladstone Land Corporation (LAND $11.87)
  • $11.87 Cap: $495M
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Q: What do you think 1) of farmland as a long-term investment 2) of farmland as an inflation hedge, and 3) can you compare the two companies on growth, valuation, and other characteristics and what do you prefer?

(Please take more than one question credit if needed - thanks)

Upvote 2

Read Answer Asked by Max on November 14, 2025

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $35.71)
  • $35.71 P/E (TTM): 30.74X Cap: $1.66B
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• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $30.57)
  • $30.57 P/E (TTM): 16.08X Cap: $343M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.94)
  • $43.94 P/E (TTM): 17.19X Cap: $609M
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Q: Hello 5i
I have no direct exposure to Europe by design.
I believe it is time to change that.
Do you believe the European markets could continue to perform well?
What is your favorite ETF for this exposure?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on November 14, 2025

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $68.50)
  • $68.50 P/E (TTM): 26.33X Cap: $538M
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• State Street Health Care Select Sector SPDR ETF (XLV $150.97)
  • $150.97 P/E (TTM): 23.97X
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• Vanguard Health Care ETF (VHT $278.63)
  • $278.63 P/E (TTM): 24.74X Cap: $17.33B
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Q: Looking to add a health care etf. Which one might you suggest? Would the major difference in performance between the XHC and the other 2 be the currency hedging?

Upvote 7

Read Answer Asked by Michael on November 14, 2025

• TSS Inc. (TSSI $11.76)
  • $11.76 P/E (TTM): 55.25X Cap: $344M
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Q: hi folks...Q3 results for Tssi/q look to be a disaster...stock -40% AH...not sure if you listen to conference call, if so....is there anything going forward to hold onto this stock. or bite the bullet and take a big loss...I really thought with new facility and added capacity...it would be a great Q, (as Dell seemed positive on latest talk,etc) ....not reductions in figures across the board...any silver lineing ??....thanks as always, jb

Upvote 1

Read Answer Asked by John on November 14, 2025

• Celestica Inc. (CLS $364.00)
  • $364.00 P/E (TTM): 37.55X Cap: $41.54B
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Q: Any news to account for current 12%price drop so far today?

Upvote 10

Read Answer Asked by Dennis on November 14, 2025

• Northland Power Inc. (NPI $21.57)
  • $21.57 Cap: $5.57B
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Q: If NPI is sold because of the surprising dividend cut , what income stock would you replace it with?

Upvote 8

Read Answer Asked by Ronald on November 14, 2025

• Northland Power Inc. (NPI $21.57)
  • $21.57 Cap: $5.57B
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Q: With the shock 24% drop today and the dividend cut could you please suggest 3 possible replacements for my portfolio; preferably with a good dividend and some growth.

Thanks

Dave.

Upvote 4

Read Answer Asked by David on November 14, 2025

• Extendicare Inc. (EXE $26.19)
  • $26.19 P/E (TTM): 24.0X Cap: $2.49B
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Q: Morning troops. I had been considering selling my holdings in EXE until yesterday's report, which was much better than expected. Given the 15% increase in stock price yesterday, where do you see the stock going now and is it suitable for a 65 y/o retiree? Cheers.

Upvote 4

Read Answer Asked by Neil on November 14, 2025

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $5M
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Q: I am considering crystalizing a significant capital loss on this stock, but actually retaining it by buying in a different account now, and then selling it in +30 days to realize the loss.
Before I initiate this, I would like your expert opinion on the 'survivability' of the company. Some questions:
What is their burn rate vs cash on hand?
How long before an event that will further dilute shareholders?
Are there any near term catalysts for the stock?
Do you think it is gradually going to zero?
Thanks

Upvote 2

Read Answer Asked by Glenn on November 14, 2025

• Loblaw Companies Limited (L $61.64)
  • $61.64 P/E (TTM): 12.05X Cap: $72.96B
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Q: Please comment on the Earnings for $L.

Upvote 4

Read Answer Asked by Valter on November 14, 2025

• Lundin Mining Corporation (LUN $36.01)
  • $36.01 Cap: $31.39B
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• Capstone Copper Corp. (CS $11.33)
  • $11.33 P/E (TTM): 20.73X Cap: $8.87B
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Q: What is a good copper company to invest in?

Upvote 6

Read Answer Asked by Margita Elisabet on November 14, 2025

• Suncor Energy Inc. (SU $81.12)
  • $81.12 P/E (TTM): 16.0X Cap: $93.88B
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• Canadian Natural Resources Limited (CNQ $65.84)
  • $65.84 P/E (TTM): 19.59X Cap: $133.87B
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• Tourmaline Oil Corp. (TOU $66.05)
  • $66.05 P/E (TTM): 87.18X Cap: $25.16B
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Q: Hello Team,
Can I have your top three Canadian energy names please.
Much appreciated!

Upvote 10

Read Answer Asked by Issaku on November 14, 2025

Q: With some miners turning there business models to Data Centers, do you guess the unit price here will move more on the Data centre theme or price of bitcoin? Same question for GLXY?

Upvote 5

Read Answer Asked by Charles on November 14, 2025

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $25.00)
  • $25.00 P/E (TTM): 22.4X Cap: $39.67B
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Q: I have made good gains and dividends on fts.pr.g over time ,now at $25 trim ,sell or hold as I do not know how long this will stay up?

Upvote 4

Read Answer Asked by nick on November 14, 2025