Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.15)
  • $131.15 P/E (TTM): 17.44X Cap: $29.62B
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• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.94B
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Q: Do you have a preference for one of these stocks an entry $ price and why? For a 3 to 5 year hold. Thanx

Upvote 6

Read Answer Asked by Steve on March 10, 2025

• Tesla Inc. (TSLA $339.03)
  • $339.03 P/E (TTM): 190.55X Cap: $1.06T
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Q: Hi 5i, I like Tesla, but now the USA admin is not keen on green, is it sell/hold/buy ?

Upvote 6

Read Answer Asked by Fernando on March 10, 2025

• WELL Health Technologies Corp. (WELL $4.81)
  • $4.81 Cap: $1.22B
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Q: Hello 5i team

Is it a good idea to complete a position on WELL today?

Thanks

Upvote 5

Read Answer Asked by Charles on March 10, 2025

• Alimentation Couche-Tard Inc. (ATD $69.94)
  • $69.94 P/E (TTM): 18.79X Cap: $66.35B
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Q: How do you see the ATD stock reacting if they are able to buy the North American retail business of Seven & I? (initial reaction) And how do yo see it reacting if they cannot reach and agreement to purchase these assets? Does the U.S. SEC have to endorse the purchase?

Thanks for all your help? Mike

Upvote 4

Read Answer Asked by Michael on March 10, 2025

• Fortis Inc. (FTS $69.82)
  • $69.82 P/E (TTM): 20.56X Cap: $35.06B
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• Capital Power Corporation (CPX $60.27)
  • $60.27 P/E (TTM): 18.52X Cap: $8.35B
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• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.30B
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• Hydro One Limited (H $50.73)
  • $50.73 P/E (TTM): 24.99X Cap: $30.46B
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• Propel Holdings Inc. (PRL $34.52)
  • $34.52 P/E (TTM): 18.38X Cap: $1.34B
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Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.

Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.

Thank you

IAn

Upvote 6

Read Answer Asked by Ian on March 10, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $88.70)
  • $88.70 P/E (TTM): 232.14X Cap: $146.68B
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Q: Thoughts on this article...

https://financialpost.com/financial-times/how-much-does-brookfield-really-make

Upvote 2

Read Answer Asked by Husseinali on March 10, 2025

• Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX $16.72)
  • $16.72 P/E (TTM): 133.9X Cap: $94M
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Q: Thoughts on RMAX as a diversified REIT holding in US and Canada instead of a few individual stocks? Generally what % of portfolio would be good to allocate to REITs in today's environment?

Upvote 2

Read Answer Asked by Craig on March 10, 2025

Q: For an investor with a higher than average risk tolerance, what percent of their portfolio would you suggest be in Canadian, US, European and Asian equities/etfs? thanks, J

Upvote 4

Read Answer Asked by John on March 10, 2025

Q: What percentage would you consider hihh, moderate and low short interest in any given stock please - thank you.

Upvote 3

Read Answer Asked by Michael on March 10, 2025

• Algonquin Power & Utilities Corp. (AQN $7.84)
  • $7.84 Cap: $6.01B
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Q: Your analysis of aqn’s results beyond just the numbers would be appreciated. Is the transition to a pure play working to stabilize operations and balance sheet?

Upvote 4

Read Answer Asked by Donald on March 10, 2025

Q: What are your thoughts on this company, and their turnaround?

Upvote 2

Read Answer Asked by Andrew on March 10, 2025

• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $97.47B
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• Lumine Group Inc. (LMN $52.80)
  • $52.80 Cap: $13.54B
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Q: Your thoughts please on the quarters?

Thx

Upvote 5

Read Answer Asked by blake on March 10, 2025

• Select STOXX Europe Aerospace & Defense ETF (EUAD $40.84)
  • $40.84 Cap: $1.11B
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Q: Can you recommend any European defence stock?

Upvote 3

Read Answer Asked by Margita Elisabet on March 10, 2025

• Costco Wholesale Corporation (COST $988.74)
  • $988.74 P/E (TTM): 57.3X Cap: $435.04B
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• Vanguard S&P 500 ETF (VOO $584.54)
  • $584.54 P/E (TTM): 57.82X Cap: $673.02B
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Q: Hi I currently hold VOO. Would you consider selling for COSTO with its recent decline? I understand it’s difficult to compare ETFs and stocks, but looking for the greatest growth return long term. Do you feel COSTO could drop further in this market? If so, entry point? Thank you

Upvote 3

Read Answer Asked by Nick on March 10, 2025

• Reddit Inc. Class A (RDDT $220.75)
  • $220.75 P/E (TTM): 40.34X Cap: $40.32B
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Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks

Upvote 3

Read Answer Asked by Ray on March 10, 2025

• Propel Holdings Inc. (PRL $34.52)
  • $34.52 P/E (TTM): 18.38X Cap: $1.34B
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Q: Good day .
Would u add here to this story .. I’m thinking investors be crazy not to . They just increased the dividend which is a green flag not a red one .
In five years time , shoukd be rewarded don’t u think ?
Thx
Mark

Upvote 6

Read Answer Asked by Mark on March 10, 2025

• Doman Building Materials Group Ltd. (DBM $9.42)
  • $9.42 P/E (TTM): 13.06X Cap: $823M
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Q: May i have your opinion of DBM as an income play please?

Upvote 1

Read Answer Asked by Richard on March 10, 2025

• Whitecap Resources Inc. (WCP $10.06)
  • $10.06 P/E (TTM): 6.92X Cap: $5.93B
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Q: Hello,

Can I please get your opinion on the Whitecap/Veren merger. Thank you!

Dave

Upvote 26

Read Answer Asked by David on March 10, 2025

• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $97.47B
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Q: Surprised a question about the earnings report on Friday has not been asked .
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating

Upvote 8

Read Answer Asked by Leon on March 10, 2025

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Whitecap Resources Inc. (WCP $10.06)
  • $10.06 P/E (TTM): 6.92X Cap: $5.93B
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Q: I understand that WCP and VRN have announced a merger in an all stock deal to take place in May 2025.

For those of us that own both stocks, is this considered very good news and what are your expectations in terms of potential short and medium term returns?

Thank you and I'll wait your response.

Francesco

Upvote 9

Read Answer Asked by Francesco on March 10, 2025