Investment Q&A

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
  • View CP Profile
  • View Questions on CP
• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TMX Group Limited (X $55.83)
  • $55.83 P/E (TTM): 34.68X Cap: $15.52B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $140.49)
  • $140.49 P/E (TTM): 23.73X Cap: $11.42B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• EQB Inc. (EQB $102.85)
  • $102.85 P/E (TTM): 10.54X Cap: $3.93B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Boyd Group Services Inc. (BYD $189.18)
  • $189.18 P/E (TTM): 222.77X Cap: $4.06B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
  • View Questions on BN

Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.

Upvote 26

Read Answer Asked by Shane on November 18, 2024

• Laurentian Bank of Canada (LB $30.51)
  • $30.51 P/E (TTM): 13.38X Cap: $1.34B
  • View LB Profile
  • View Questions on LB

Q: Hello 5iR,
Do you have any information that would account for the spike up to 28.40 on good volume? Would you consider this stock a buy to day? Thanks. Cheers

Upvote 3

Read Answer Asked by Hans on November 18, 2024

• Enthusiast Gaming Holdings Inc. (EGLX $0.12)
  • $0.12 Cap: $18M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: Can you reflect on their q3. I know it's not great but does the first time ever positive ebitda give it a heartbeat if the trend continues.

Upvote 3

Read Answer Asked by Steve on November 18, 2024

• Vanguard Balanced ETF Portfolio (VBAL $34.49)
  • $34.49 P/E (TTM): 20.32X Cap: $3.68B
  • View VBAL Profile
  • View Questions on VBAL

Q: Could you suggest an “all in one ETF”? This means investing in one ETF and that is all. Would you recommend doing this? I’ve seen these being pushed in private pension plans.

Thanks.

Upvote 9

Read Answer Asked by Federico on November 18, 2024

• Nike Inc. (NKE $74.82)
  • $74.82 P/E (TTM): 34.55X Cap: $110.50B
  • View NKE Profile
  • View Questions on NKE

Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?

Upvote 4

Read Answer Asked by Robbie on November 18, 2024

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
  • View FR Profile
  • View Questions on FR
• First Majestic Silver Corp. (AG $10.82)
  • $10.82 Cap: $5.24B
  • View AG Profile
  • View Questions on AG

Q: Does your analysis predict, as well as it can, that FR is a good investment for the next 10 years?

Thanks,

Joseph

Upvote 1

Read Answer Asked by Joseph on November 18, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.67)
  • $46.67 P/E (TTM): 40.25X Cap: $3.01B
  • View XAW Profile
  • View Questions on XAW
• iShares Core MSCI Global Quality Dividend Index ETF (XDG $27.67)
  • $27.67 P/E (TTM): 30.77X Cap: $478M
  • View XDG Profile
  • View Questions on XDG

Q: Which one do you prefer for a 3 year hold?

Upvote 3

Read Answer Asked by David M. on November 18, 2024

• Eli Lilly and Company (LLY $769.00)
  • $769.00 P/E (TTM): 62.03X Cap: $728.80B
  • View LLY Profile
  • View Questions on LLY

Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..

Upvote 8

Read Answer Asked by John on November 18, 2024

• Silicon Motion Technology Corporation (SIMO $76.51)
  • $76.51 P/E (TTM): 28.84X Cap: $2.60B
  • View SIMO Profile
  • View Questions on SIMO

Q: Can you provide recent EPS, revenue metrics and outlook/forecasts. Do you consider this company a buy? Thank you.

Upvote 1

Read Answer Asked by John on November 18, 2024

• Nu Holdings Ltd. Class A (NU $12.03)
  • $12.03 Cap: $57.96B
  • View NU Profile
  • View Questions on NU

Q: What are your thoughts on NU Holdings latest quarter? Other than revenue being slightly below estimates, things looked good. Does growth look to be intact and is the drop related to profit taking or is there something else here? Thanks

Upvote 2

Read Answer Asked by Dave on November 18, 2024

• B2Gold Corp. (BTO $4.74)
  • $4.74 Cap: $6.26B
  • View BTO Profile
  • View Questions on BTO

Q: Is exposure to Mali reason to sell now?

Upvote 2

Read Answer Asked by hal on November 18, 2024

• Plurilock Security Inc. (PLUR $0.20)
  • $0.20 Cap: $15M
  • View PLUR Profile
  • View Questions on PLUR

Q: Hello:
What are your thoughts on Plurilock Security? It seems to be continuing to execute well with some nice additions to their board of directors/advisors as well. They had a nice news release that highlights their continuing growth. Keeping in mind it really is a true microcap at these levels, do you think it could be added to a higher risk part of my portfolio in expectations that they continue to execute well? They also have a fairly high short position against them that at these depressed levels seem interesting. Thanks for any insight

Upvote 2

Read Answer Asked by Bonnie on November 18, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
  • View BAM Profile
  • View Questions on BAM

Q: Any concerns about holding BN or BAM in a non registered portfolio including after the BAM move to US?

Upvote 12

Read Answer Asked by Peter on November 18, 2024

• Berkshire Hathaway Inc. (BRK.B $459.11)
  • $459.11 P/E (TTM): 12.6X Cap: $990.45B
  • View BRK.B Profile
  • View Questions on BRK.B
• Boston Omaha Corporation Class A (BOC $13.14)
  • $13.14 P/E (TTM): 438.0X Cap: $413M
  • View BOC Profile
  • View Questions on BOC

Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?

Upvote 2

Read Answer Asked by Anthony on November 18, 2024

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much

Upvote 4

Read Answer Asked by Dustin on November 18, 2024

• Revolution Medicines Inc - Ordinary Shares (RVMD $37.18)
  • $37.18 Cap: $6.89B
  • View RVMD Profile
  • View Questions on RVMD
• Arcellx Inc. (ACLX $72.08)
  • $72.08 Cap: $3.92B
  • View ACLX Profile
  • View Questions on ACLX

Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.

Thanks.

Upvote 1

Read Answer Asked by Catherine on November 18, 2024

• CES Energy Solutions Corp. (CEU $7.21)
  • $7.21 P/E (TTM): 9.36X Cap: $1.61B
  • View CEU Profile
  • View Questions on CEU
• South Bow Corporation (SOBO $36.36)
  • $36.36 P/E (TTM): 47.84X Cap: $7.57B
  • View SOBO Profile
  • View Questions on SOBO

Q: After the run up of CEU, do you think a switch to SOBO makes sense? I'm looking for long term 8-10% total income annually.

Upvote 6

Read Answer Asked by Kim on November 18, 2024

• Amgen Inc. (AMGN $301.94)
  • $301.94 P/E (TTM): 27.06X Cap: $162.35B
  • View AMGN Profile
  • View Questions on AMGN
• CVS Health Corporation (CVS $61.45)
  • $61.45 P/E (TTM): 14.91X Cap: $77.93B
  • View CVS Profile
  • View Questions on CVS
• Eli Lilly and Company (LLY $769.00)
  • $769.00 P/E (TTM): 62.03X Cap: $728.80B
  • View LLY Profile
  • View Questions on LLY
• Pfizer Inc. (PFE $23.53)
  • $23.53 P/E (TTM): 17.02X Cap: $133.77B
  • View PFE Profile
  • View Questions on PFE
• Novo Nordisk A/S (NVO $48.81)
  • $48.81 P/E (TTM): 13.59X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Hi, would you continue to hold this stock?

Thanks
Paul

Upvote 7

Read Answer Asked by Paul on November 15, 2024

• Philip Morris International Inc (PM $162.99)
  • $162.99 P/E (TTM): 30.92X Cap: $253.70B
  • View PM Profile
  • View Questions on PM
• Loblaw Companies Limited (L $223.56)
  • $223.56 P/E (TTM): 27.63X Cap: $67.45B
  • View L Profile
  • View Questions on L
• Metro Inc. (MRU $105.38)
  • $105.38 P/E (TTM): 23.68X Cap: $23.12B
  • View MRU Profile
  • View Questions on MRU
• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
  • View ATD Profile
  • View Questions on ATD
• British American Tobacco p.l.c. (BTI $55.55)
  • $55.55 Cap: $120.47B
  • View BTI Profile
  • View Questions on BTI

Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.

Upvote 12

Read Answer Asked by Steven on November 15, 2024

• Tractor Supply Company (TSCO $59.50)
  • $59.50 P/E (TTM): 28.63X Cap: $31.54B
  • View TSCO Profile
  • View Questions on TSCO
• Home Depot Inc. (The) (HD $380.82)
  • $380.82 P/E (TTM): 25.37X Cap: $378.88B
  • View HD Profile
  • View Questions on HD
• Philip Morris International Inc (PM $162.99)
  • $162.99 P/E (TTM): 30.92X Cap: $253.70B
  • View PM Profile
  • View Questions on PM
• Domino's Pizza Inc (DPZ $467.98)
  • $467.98 P/E (TTM): 27.07X Cap: $15.88B
  • View DPZ Profile
  • View Questions on DPZ
• Ares Management Corporation Class A (ARES $188.55)
  • $188.55 P/E (TTM): 104.89X Cap: $61.57B
  • View ARES Profile
  • View Questions on ARES

Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Upvote 7

Read Answer Asked by Donald on November 15, 2024