Investment Q&A

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
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• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
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Q: On Jan 7 25 you advised: Our current top 5 Canadian dividend growth stocks are BAM, FTS, ENB, SLF, CNQ. Could you provide an additional 15 Canadian equities with annual dividend growth as I want to set up a portfolio of mostly CAD dividend growth stocks. Please exclude any equity that does not have at least $250M in market value. Thanks

Upvote 19

Read Answer Asked by David on February 06, 2025

• Viemed Healthcare Inc. (VMD $6.07)
  • $6.07 P/E (TTM): 19.77X Cap: $234M
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• Vitalhub Corp. (VHI $13.53)
  • $13.53 P/E (TTM): 300.67X Cap: $754M
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Q: Hi 5I
I own VMD and up nicely, but thinking of switching to VHI for better growth. Could I get your thoughts on this move.

Upvote 3

Read Answer Asked by Maurice on February 06, 2025

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Hi 5i
How were Lspd earnings?
What were the results of the completed strategic review? Sounds like the search for a buyer was unsuccessful….
How does 5i view the future prospects going forward for lightspeed … currently hold small position… would 5i sell or continue to hold .
If sell what would you recommend in similar space.
Thx

Upvote 5

Read Answer Asked by jim on February 06, 2025

• Netflix Inc. (NFLX $1,170.99)
  • $1,170.99 P/E (TTM): 49.37X Cap: $497.58B
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Q: I am Wondering what 5i has to say about Netflix at this time.

Upvote 3

Read Answer Asked by Marjorie on February 06, 2025

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
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Q: I own theses two stocks
Atz is up 100plus percent and is 3 percent of portfolio
Cls $200 is up 200us percent and is 4 percent of portfolio
Would u advise trimming or selling at these prices? Or do u think the valuation is still reasonable so I can wait for them to run a bit
At what price would u think of trimming ?
Thanks

Upvote 8

Read Answer Asked by Indra on February 06, 2025

• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
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Q: What are your thoughts on FNV moving forward? Is there a chance that the Cobre Panama mine reopens?

Upvote 4

Read Answer Asked by Kyle on February 06, 2025

• iShares Expanded Tech-Software Sector ETF (IGV $110.98)
  • $110.98 P/E (TTM): 26.98X Cap: $11.42B
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• Dell Technologies Inc. Class C (DELL $130.23)
  • $130.23 P/E (TTM): 19.8X Cap: $88.40B
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Q: Companies inside IGV not doing well Should I sell and put money in DELL

What others in this space look good RAK

Upvote 2

Read Answer Asked by bob on February 06, 2025

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Salesforce Inc. (CRM $252.32)
  • $252.32 P/E (TTM): 39.24X Cap: $241.21B
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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• Snowflake Inc. (SNOW $208.48)
  • $208.48 Cap: $69.56B
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• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
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Q: What would be your pick right now for a tech stock for the long-term in a RRSP (3+ years)? Can you provide a few names in order of preference?

Upvote 24

Read Answer Asked by Patrik on February 06, 2025

• United Rentals Inc. (URI $868.57)
  • $868.57 P/E (TTM): 22.29X Cap: $55.88B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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Q: I'm down a bit on HPS.A and would like your opinion on topping it up or selling and buying URI in its place?
Thank you

Upvote 5

Read Answer Asked by Lyle on February 06, 2025

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $33.96)
  • $33.96 P/E (TTM): 54.77X Cap: $3.66B
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Q: Thoughts on GRGD? Thank You

Upvote 2

Read Answer Asked by francis on February 06, 2025

• BMO Covered Call Utilities ETF (ZWU $11.20)
  • $11.20 P/E (TTM): 47.01X Cap: $1.85B
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Q: What's your view of ZWU now with tariffs coming. I'm downsizing risk in my portfolio but would like to keep it for income. Would you add, hold, or sell. Thanks, great service.

Upvote 4

Read Answer Asked by Curtis on February 06, 2025

• TMX Group Limited (X $55.83)
  • $55.83 P/E (TTM): 34.68X Cap: $15.52B
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Q: Thanks for your response re: First Service. You did not comment on TMX who reported yesterday. Your thoughts please. Market seemed to like the results. What do you think and is it a buy.

Upvote 6

Read Answer Asked by Greg on February 06, 2025

• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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Q: In an answer to Jerry this morning 5i stated that TFII had $5 billion in US revenue ..... What percentage of their total revenue is that ? I assume the balance is in Canada ? In another question a member asked ranking nine stocks for return potential over the next five years. 5i ranked TFII third. So I'm guessing 5i isn't as frightened of these tariff threats as I am . Is my assumption correct ? Thanks for your terrific service ......

Upvote 9

Read Answer Asked by Garth on February 06, 2025

Q: I was unfortunately unable to participate in the webinar yesterday. Is there a recording that I am able to access?

Upvote 21

Read Answer Asked by Justin on February 06, 2025

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $817.77B
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• Axon Enterprise Inc. (AXON $744.88)
  • $744.88 P/E (TTM): 179.34X Cap: $57.98B
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• RTX Corporation (RTX $157.38)
  • $157.38 P/E (TTM): 45.99X Cap: $209.89B
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• Cellebrite DI Ltd. (CLBT $13.64)
  • $13.64 Cap: $3.26B
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• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
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Q: Hi Folks,

Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!

Upvote 21

Read Answer Asked by Josh on February 06, 2025

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Celestica Inc. (CLS $201.45)
  • $201.45 P/E (TTM): 43.72X Cap: $23.16B
  • View CLS Profile
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Q: Would you consider replacing NVDA with CLS for more stable long term growth? If so what difference does it make to buy on the TSX vrs. the NYSE?

Thank you,

Upvote 10

Read Answer Asked by Lyle on February 06, 2025

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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Q: Hi Peter
1. Dividendhistory.org shows about 1% lower yield for bepc vs bep.un. is it correct.
2. It also shows that for bep.un, the dividend was reduced several times. Is this correct or were shareholders allocated shares in a split off?
3. Is bep.un / bepc a low / average price now?
Would you chip away or but a full position now?
Many thanks.

Upvote 3

Read Answer Asked by TOM on February 06, 2025

Q: What would your opinion be on selling US stocks held in US funds (or moving cash) from a US account over to CAD account to realize the immediate ~40% fx gain (maybe it's not that simple, please advise)? Assuming there's options in the Canadian equities market that are just as good as that on the American side, I'm having a hard time rationalizing why this is a bad idea. Thoughts?

Upvote 5

Read Answer Asked by Harrison on February 06, 2025

• Pason Systems Inc. (PSI $11.60)
  • $11.60 P/E (TTM): 12.89X Cap: $915M
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
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Q: Good Morning Peter, Ryan, Chris, and Team:
First off and maybe you have already answered this question previously but how do you think this "Tariff War" might play out after the bluff and bluster has completely settled down ?
Also, how do you think that across the board tariffs would effect PSI, NTR, and SIS in the short and medium term ??
Thank you so much. DL

Upvote 6

Read Answer Asked by Dennis on February 06, 2025

• PDD Holdings Inc. (PDD $112.04)
  • $112.04 P/E (TTM): 10.38X Cap: $156.24B
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Q: I am looking to start a position in PDD. Is today's (Fe. 05) pre-market drop due to Google's earnings or is there some other news? In general are you positive on the stock? Thank-you.

Upvote 1

Read Answer Asked by Alex on February 06, 2025