Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $36.89)
  • $36.89 Cap: $23.59B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.22)
  • $46.22 P/E (TTM): 1109.75X Cap: $21.14B
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Q: I am considering taking positions in both of the above companies. Is there any redundancy in this proposal, i.e., would bip.un assets cover what bep.un owns and beyond.

Thanks

David

Upvote 7

Read Answer Asked by david on April 14, 2025

Q: Hello, is there an open source where can I download S&P 500 and predecessor daily historical data to 1928?
Thanks

Upvote 4

Read Answer Asked by Darryl on April 14, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $46.63)
  • $46.63 P/E (TTM): 23.44X Cap: $3.43B
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• Sprott Physical Gold Trust Unit (PHYS $29.71)
  • $29.71 P/E (TTM): 24.9X Cap: $11.94B
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Q: I see the suggestion of going to gold for safety in this market. Do your mean buying gold pieces at Costco or other means? I need some recommendations on how to enter the market and take the least amount of risk.

Upvote 6

Read Answer Asked by Brenda on April 14, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.75)
  • $123.75 P/E (TTM): 18.36X Cap: $1.46B
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• Global Payments Inc. (GPN $84.60)
  • $84.60 P/E (TTM): 15.15X Cap: $20.15B
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• kneat.com inc. (KSI $5.92)
  • $5.92 Cap: $561M
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• Vitalhub Corp. (VHI $11.00)
  • $11.00 P/E (TTM): 131.53X Cap: $621M
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• Vertiv Holdings LLC Class A (VRT $157.15)
  • $157.15 P/E (TTM): 68.57X Cap: $57.60B
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• Shift4 Payments Inc. Class A (FOUR $76.69)
  • $76.69 P/E (TTM): 43.66X Cap: $6.84B
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• Symbotic Inc. (SYM $57.70)
  • $57.70 Cap: $31.82B
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• Nebius Group N.V. (NBIS $112.15)
  • $112.15 Cap: $26.73B
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Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 3

Read Answer Asked by Andrew on April 14, 2025

• Franco-Nevada Corporation (FNV $313.09)
  • $313.09 P/E (TTM): 54.2X Cap: $59.69B
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• Agnico Eagle Mines Limited (AEM $237.23)
  • $237.23 P/E (TTM): 34.48X Cap: $117.83B
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Q: Best gold stocks?

Upvote 8

Read Answer Asked by Pierre on April 14, 2025

• Whitecap Resources Inc. (WCP $10.59)
  • $10.59 P/E (TTM): 7.47X Cap: $13.08B
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Q: the new WCP currently has a near 10% yield - red flag territory? What is the payout ratio based on current oil prices - and has WCP had to cut its dividend in the past?
Is insider ownership decent?

Upvote 5

Read Answer Asked by Scott on April 14, 2025

Q: The other day you told someone not to continue a mistake if they realize they’ve made a mistake. The person went short and then the market had an up day. I think that was great advice. One of my biggest investing mistakes has been to double down on a losing hand. I think it’s a gamblers mentality. I just wanted to share this feedback. Thanks and please feel free to post my comment!

Upvote 13

Read Answer Asked by Jason on April 14, 2025

• Dye & Durham Limited (DND $7.26)
  • $7.26 Cap: $497M
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Q: Hi 5i,

Would appreciate your thoughts on DND at this current valuation. ($8.23 as of April 11/25)

At current levels its a pretty tempting buy.

Thank you,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on April 14, 2025

• iShares Global Tech ETF (IXN $103.52)
  • $103.52 P/E (TTM): 32.86X Cap: $6.27B
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Q: Hello,
Can you please recommend an ETF for the technology sector (US, CAN or international exposure) that can be held long term and with reasonable fee. Moderate risk. If not trading in $CAD, what are the implications if held in RRSP, TFSA or cash account? Thank you.

Upvote 3

Read Answer Asked by Pierre on April 14, 2025

• Celestica Inc. (CLS $342.50)
  • $342.50 P/E (TTM): 55.16X Cap: $39.39B
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Q: In the answer about "5 Canadian growth stocks would you start to accumulate today" you mentioned that Celestica was "high risk, but it has come down to attractive valuations". Can you give you us the most important and particular risks you see for Celestica?

Upvote 7

Read Answer Asked by André on April 14, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $46.63)
  • $46.63 P/E (TTM): 23.44X Cap: $3.43B
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• Sprott Physical Gold Trust (PHYS $41.39)
  • $41.39 P/E (TTM): 24.9X Cap: $16.62B
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• Global X Gold Producer Equity Covered Call ETF (GLCC $50.60)
  • $50.60 P/E (TTM): 26.81X Cap: $543M
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• Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX $34.19)
  • $34.19 P/E (TTM): 48.06X Cap: $386M
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• YieldMax Gold Miners Option Income Strategy ETF (GDXY $17.80)
  • $17.80 Cap: $166M
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Q: Hello
Can PHYS, GLCC, GDXY and XGD be held in TFSA/RRSP accounts?
Is this collection a good mix?
Would AMAX be a better option than some of the aforementioned and if so, which would you replace with AMAX / drop completely.
Thank you.

Upvote 1

Read Answer Asked by Nadya on April 14, 2025

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 70.41X Cap: $30.32B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $44.18)
  • $44.18 P/E (TTM): 12.95X Cap: $10.06B
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Q: Hi Peter and Team,

Do news stories like this affect the stock price of either the plaintiff or the defendant?

“Quebecor Inc.-subsidiary Videotron is suing Rogers Communications Inc. for $91 million over an alleged breach of contract related to the sale of Freedom Mobile two years ago.”

We have a small holding in QBR.B and although it’s slightly down in price compared to when we bought it, it certainly is holding up better than our large holding in BCE (down almost 50%, not including dividends), but BCE is an issue for another question!

Thanks for the great help you’ve supplied over the years.

Upvote 4

Read Answer Asked by Jerry on April 14, 2025

• Miscellaneous (MISC)
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Q: Good afternoon - Trump has been granted permission to at least temporarily fire two agency leaders. In your opinion has the risk of Jerome Powell being fired increased? And ultimately a losing an independent fed increased? Thanks

Upvote 5

Read Answer Asked by Janet on April 14, 2025

• iShares S&P/TSX Capped Energy Index ETF (XEG $18.32)
  • $18.32 P/E (TTM): 1.65X Cap: $1.24B
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• Ninepoint Energy Fund (NNRG)
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Q: With energy stocks lower due to this trade war, would this be a good time to look at getting into this sector assuming it would be through an energy ETF? If so, do you have a few names that trade in Canada that provide a decent return, and some safety through a lower payout ratio? Thanks for your insight.

Upvote 1

Read Answer Asked by Will on April 14, 2025

• Constellation Software Inc. (CSU $3,958.89)
  • $3,958.89 P/E (TTM): 93.02X Cap: $80.06B
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• Topicus.com Inc. (TOI $153.00)
  • $153.00 P/E (TTM): 68.6X Cap: $12.46B
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• Lumine Group Inc. (LMN $41.43)
  • $41.43 P/E (TTM): 151.79X Cap: $10.53B
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Q: Hi 5i,

In which risk level would you place each of them?

CSU, LMN, TOI

High
Medium
Low

Upvote 10

Read Answer Asked by Charles on April 14, 2025

• Bank of America Corporation (BAC $50.82)
  • $50.82 P/E (TTM): 15.37X Cap: $382.12B
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• JPMorgan Chase & Co. (JPM $312.43)
  • $312.43 P/E (TTM): 16.19X Cap: $867.35B
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Q: Hello,

Do you see any opportunities in big US banks? If so, which ones, and what entry prices would you see as attractive?

Thanks.

Upvote 4

Read Answer Asked by Satish on April 14, 2025

Q: Hi 5i
"This time is different". With King Chump flying by the seat of his pants and his band of nutbars supporting his every insane move, is this time different? The US used to have checks and balances but it appears these have all been removed, allowing King DJT to do whatever crazy thing pops into his head (or appears in his social media feed). With his history of bankruptcies I worry that he is crazy enough to 'fix' their debt problems by defaulting. I'm not sure he understands the implications of this and who would stop him?
Greg

Upvote 19

Read Answer Asked by Greg on April 14, 2025

• Enbridge Inc. (ENB $69.39)
  • $69.39 P/E (TTM): 24.33X Cap: $153.12B
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• Fortis Inc. (FTS $70.85)
  • $70.85 P/E (TTM): 20.51X Cap: $35.54B
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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.52)
  • $13.52 P/E (TTM): 7.16X Cap: $1.05B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.31)
  • $116.31 Cap: $1.90B
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Q: I would like 3-4 ideas for investment to be held in cash account. I don't need the money unless an emergency and was thinking of parking in a few solid pref shares perhaps to pick up a decent tax efficient yield but open to alternatives.

Upvote 3

Read Answer Asked by Steven on April 14, 2025

• Teucrium Wheat Fund (WEAT $4.08)
  • $4.08 P/E (TTM): 12.31X Cap: $117M
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Q: Peter; Is there an ETF that tracks “ grains” ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on April 11, 2025

Q: Hi 5i, a while back you guys produced an excellent blog/market update where you discussed recessions/bear markets, their duration and severity, and the multi year returns thereafter. Could you provide the link to that update? Thx.

Upvote 4

Read Answer Asked by Christopher on April 11, 2025