Investment Q&A

• Apple Inc. (AAPL $256.08)
  • $256.08 P/E (TTM): 37.25X Cap: $3.64T
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• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 35.29X Cap: $2.46T
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• Meta Platforms Inc. (META $767.73)
  • $767.73 P/E (TTM): 28.24X Cap: $1.95T
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• Alphabet Inc. (GOOG $251.88)
  • $251.88 P/E (TTM): 27.21X Cap: $3.08T
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• Netflix Inc. (NFLX $1,227.22)
  • $1,227.22 P/E (TTM): 52.28X Cap: $521.37B
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• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 56.99X Cap: $4.29T
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Q: Hi can you please rank in order from best to least for the following FAANG + NVDA stocks for the next +5 years? An explanation why is much appreciated along with a management rating for each. Thank you

Upvote 6

Read Answer Asked by Nick on February 06, 2025

• MDA Space Ltd. (MDA $33.16)
  • $33.16 P/E (TTM): 35.7X Cap: $4B
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Q: I'm recently down fast with MDA and I know why. Will it turn around or should I invest the money elsewhere. Thanks

Upvote 4

Read Answer Asked by Frank on February 06, 2025

• K92 Mining Inc. (KNT $17.06)
  • $17.06 P/E (TTM): 13.2X Cap: $3.84B
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• Aris Mining Corporation (ARIS $13.68)
  • $13.68 P/E (TTM): 115.25X Cap: $2.71B
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• Allied Gold Corporation (AAUC $22.94)
  • $22.94 Cap: $2.45B
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Q: Please rank these as a continuing hold for the forseeable future.Time for some profittaking.

Upvote 1

Read Answer Asked by Maurice on February 06, 2025

• TC Energy Corporation (TRP $73.15)
  • $73.15 P/E (TTM): 17.76X Cap: $75.30B
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• Fortis Inc. (FTS $67.98)
  • $67.98 P/E (TTM): 19.98X Cap: $34.21B
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• Pembina Pipeline Corporation (PPL $55.05)
  • $55.05 P/E (TTM): 18.61X Cap: $32.03B
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Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on February 06, 2025

• Kraken Robotics Inc. (PNG $4.57)
  • $4.57 P/E (TTM): 76.17X Cap: $1.39B
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• Zedcor Inc. (ZDC $4.45)
  • $4.45 P/E (TTM): 262.94X Cap: $470M
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• kneat.com inc. (KSI $5.51)
  • $5.51 Cap: $529M
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• Vitalhub Corp. (VHI $11.25)
  • $11.25 P/E (TTM): 134.94X Cap: $643M
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• IES Holdings Inc. (IESC $386.31)
  • $386.31 P/E (TTM): 37.83X Cap: $7.53B
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• Shift4 Payments Inc. Class A (FOUR $85.77)
  • $85.77 P/E (TTM): 48.01X Cap: $7.68B
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• Palantir Technologies Inc. (PLTR $178.84)
  • $178.84 P/E (TTM): 607.97X Cap: $432.69B
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• D2L Inc. Subordinate Voting Shares (DTOL $17.95)
  • $17.95 P/E (TTM): 22.91X Cap: $990M
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• Nebius Group N.V. (NBIS $105.87)
  • $105.87 Cap: $23.64B
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Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Upvote 26

Read Answer Asked by Bill on February 06, 2025

Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo

Upvote 7

Read Answer Asked by Carlo on February 05, 2025

• FirstService Corporation (FSV $274.22)
  • $274.22 P/E (TTM): 64.42X Cap: $12.66B
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Q: First Sevice is trading significantly lower today after reporting earnings. I hold this secrity and have done very well with it. Is this serious or a one quarter blip? Your overall thoughts would be appreciated. Thank you.

Upvote 5

Read Answer Asked by Brian on February 05, 2025

• Salesforce Inc. (CRM $249.74)
  • $249.74 P/E (TTM): 35.91X Cap: $235.22B
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• Celestica Inc. (CLS $255.09)
  • $255.09 P/E (TTM): 56.32X Cap: $29.19B
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Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.

Thanks

Upvote 5

Read Answer Asked by Don on February 05, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $89.36)
  • $89.36 P/E (TTM): 45.13X Cap: $10.30B
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Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!

Upvote 3

Read Answer Asked by Kim on February 05, 2025

• Athabasca Oil Corporation (ATH $6.58)
  • $6.58 P/E (TTM): 7.39X Cap: $3.26B
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• Baytex Energy Corp. (BTE $3.35)
  • $3.35 P/E (TTM): 7.06X Cap: $2.55B
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• Secure Waste Infrastructure Corp. (SES $18.44)
  • $18.44 P/E (TTM): 21.71X Cap: $4.16B
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• Trican Well Service Ltd. (TCW $5.83)
  • $5.83 P/E (TTM): 10.57X Cap: $1.02B
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• MGM Resorts International (MGM $34.61)
  • $34.61 P/E (TTM): 19.67X Cap: $9.74B
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• Spectrum Brands Holdings Inc. (SPB $52.33)
  • $52.33 P/E (TTM): 19.64X Cap: $1.27B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Seaboard Corporation (SEB $3,673.50)
  • $3,673.50 P/E (TTM): 24.42X Cap: $3.73B
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• Stagwell Inc. (STGW $5.34)
  • $5.34 Cap: $1.34B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $9.08)
  • $9.08 Cap: $895M
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Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Upvote 2

Read Answer Asked by cal on February 05, 2025

• Dollarama Inc. (DOL $187.13)
  • $187.13 P/E (TTM): 41.96X Cap: $52.41B
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• TFI International Inc. (TFII $129.40)
  • $129.40 P/E (TTM): 21.47X Cap: $10.67B
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• Thomson Reuters Corporation (TRI $224.76)
  • $224.76 P/E (TTM): 44.85X Cap: $100.95B
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• Alimentation Couche-Tard Inc. (ATD $72.74)
  • $72.74 P/E (TTM): 19.64X Cap: $69.24B
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Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks

Upvote 7

Read Answer Asked by Gary on February 05, 2025

• Savaria Corporation (SIS $20.84)
  • $20.84 P/E (TTM): 27.01X Cap: $1.48B
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Q: Does the recent price decline represent a buying opportunity?

Upvote 7

Read Answer Asked by Thomas on February 05, 2025

Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.

Upvote 7

Read Answer Asked by Harrison on February 05, 2025

• Canaccord Genuity Group Inc. (CF $10.30)
  • $10.30 Cap: $1.05B
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• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Upvote 1

Read Answer Asked by edward on February 05, 2025

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Upvote 2

Read Answer Asked by Gordon on February 05, 2025

• ATS Corporation (ATS $38.53)
  • $38.53 Cap: $3.75B
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• Tesla Inc. (TSLA $433.78)
  • $433.78 P/E (TTM): 246.28X Cap: $1.37T
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• Cognex Corporation (CGNX $46.64)
  • $46.64 P/E (TTM): 64.56X Cap: $7.80B
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• Symbotic Inc. (SYM $61.23)
  • $61.23 Cap: $33.68B
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• Nebius Group N.V. (NBIS $105.87)
  • $105.87 Cap: $23.64B
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Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• AbbVie Inc. (ABBV $223.63)
  • $223.63 P/E (TTM): 106.44X Cap: $393B
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• Eli Lilly and Company (LLY $755.27)
  • $755.27 P/E (TTM): 49.15X Cap: $711.72B
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• Merck & Company Inc. (MRK $80.49)
  • $80.49 P/E (TTM): 12.57X Cap: $203.59B
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Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Upvote 1

Read Answer Asked by John on February 05, 2025

• Celestica Inc. (CLS $352.56)
  • $352.56 P/E (TTM): 56.32X Cap: $40.24B
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• TerraVest Industries Inc. (TVK $137.52)
  • $137.52 Cap: $2.99B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.28)
  • $119.28 P/E (TTM): 17.44X Cap: $1.38B
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• Galaxy Digital Inc. Class A common stock (GLXY $46.59)
  • $46.59 Cap: $17.07B
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Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Upvote 29

Read Answer Asked by Christopher on February 05, 2025

• Zedcor Inc. (ZDC $4.45)
  • $4.45 P/E (TTM): 262.94X Cap: $470M
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Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Upvote 5

Read Answer Asked by Peter on February 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.12)
  • $35.12 Cap: $22.60B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.23)
  • $47.23 Cap: $17.40B
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Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Upvote 1

Read Answer Asked by Steven on February 05, 2025