Investment Q&A

• Alphabet Inc. (GOOG $204.92)
  • $204.92 P/E (TTM): 21.54X Cap: $2.43T
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• Verizon Communications Inc. (VZ $43.47)
  • $43.47 P/E (TTM): 10.06X Cap: $182.06B
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• Trane Technologies plc (TT $429.52)
  • $429.52 P/E (TTM): 34.13X Cap: $95.25B
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Q: I have half a position in VZ. Am about 15% underwater. If pullback continues should I add to my position or sell now and buy something else. I am a Div investor overall, but like a little growth. any suggestions?

Upvote 3

Read Answer Asked by Pat on April 28, 2025

Q: Can you advise as to how one claims 5i services expense on this year‘s tax return
Ty

Upvote 12

Read Answer Asked by Indra on April 28, 2025

Q: Your thoughts on this etf and its upside potential would be greatly appreciated .

Thanks.

Upvote 2

Read Answer Asked by Donald on April 28, 2025

• NameSilo Technologies Corp. (URL $1.38)
  • $1.38 P/E (TTM): 26.0X Cap: $121M
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Q: Hi, It has been a good 6-9 months for this little stock, which I have as a long-term hold. At this point, do I just let it ride?

Upvote 1

Read Answer Asked by Darren on April 28, 2025

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: What can you tell me about the news release that just came out regarding MND and Alkane Resources ? Is this a good deal for MND ? What value would you place on MND now as a result of this and is it worth holding on to MND for the long term ?

Upvote 1

Read Answer Asked by Pierre on April 28, 2025

• WELL Health Technologies Corp. (WELL $4.89)
  • $4.89 Cap: $1.19B
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Q: hi folks...it appears that Well Health, well/t...now owns 97.47M shares of Healwell, Aidx, or 37%...and have 30.8M MVSs ....am I correct that Well bought the shares for $0.125/shr, and the 30.8M MVSs for $0.01 each (exercisable at $2.50)...if correct...does that not seem like a great deal & execution by mgmt at Well Health....I know they have had lots of stumbles in past, but I am thinking/hoping...that 2025 is breakout year. Am I correct with my figures for Healwell??, & your thoughts, thanks as always, jb Piedmont QC....Go Habs Go hehe

Upvote 12

Read Answer Asked by John on April 25, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.67)
  • $41.67 P/E (TTM): 504.0X Cap: $27.21B
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Q: Why is their PE so high? Is AFFO a better way to measure?

Upvote 4

Read Answer Asked by Cory on April 25, 2025

• TerraVest Industries Inc. (TVK $159.84)
  • $159.84 P/E (TTM): 39.58X Cap: $3.16B
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Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?

Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).

What price entry point would you say is a good buying opportunity?

Upvote 7

Read Answer Asked by Harrison on April 25, 2025

• Broadcom Inc. (AVGO $307.77)
  • $307.77 P/E (TTM): 114.22X Cap: $1.42T
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• International Business Machines Corporation (IBM $237.21)
  • $237.21 P/E (TTM): 39.2X Cap: $220.11B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.25)
  • $131.25 P/E (TTM): 17.44X Cap: $29.42B
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• Stella-Jones Inc. (SJ $76.29)
  • $76.29 P/E (TTM): 13.05X Cap: $4.23B
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• Topicus.com Inc. (TOI $173.00)
  • $173.00 P/E (TTM): 87.6X Cap: $22.85B
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Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Upvote 9

Read Answer Asked by Leah on April 25, 2025

• MDA Space Ltd. (MDA $41.90)
  • $41.90 P/E (TTM): 53.96X Cap: $5.16B
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Aecon Group Inc. (ARE $20.62)
  • $20.62 Cap: $1.29B
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Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• WELL Health Technologies Corp. (WELL $4.89)
  • $4.89 Cap: $1.19B
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Q: When do you expect Well to release first quarter results?

Upvote 4

Read Answer Asked by Robert on April 25, 2025

• Eli Lilly and Company (LLY $638.39)
  • $638.39 P/E (TTM): 50.91X Cap: $601.20B
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• WSP Global Inc. (WSP $280.63)
  • $280.63 P/E (TTM): 51.13X Cap: $36.59B
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• Novo Nordisk A/S (NVO $49.44)
  • $49.44 P/E (TTM): 14.41X Cap: $363.68B
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Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• WSP Global Inc. (WSP $280.63)
  • $280.63 P/E (TTM): 51.13X Cap: $36.59B
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Q: If CDPQ continues to own 14%, after sale of 1.6% interest and still being the largest shareholder of WSP Global, would you consider the 4% drop as a nice opportunity to add ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $142.08)
  • $142.08 P/E (TTM): 81.35X Cap: $53.39B
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• Nebius Group N.V. (NBIS $73.11)
  • $73.11 Cap: $16.72B
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Q: Which offers the best return over the next 5 years, Nbis or Vrt?

Upvote 10

Read Answer Asked by Terry on April 25, 2025

• AbbVie Inc. (ABBV $199.19)
  • $199.19 P/E (TTM): 84.64X Cap: $350.90B
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• Eli Lilly and Company (LLY $638.39)
  • $638.39 P/E (TTM): 50.91X Cap: $601.20B
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• Merck & Company Inc. (MRK $80.16)
  • $80.16 P/E (TTM): 11.76X Cap: $199.89B
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Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Upvote 3

Read Answer Asked by Gary on April 25, 2025

• Agnico Eagle Mines Limited (AEM $186.44)
  • $186.44 P/E (TTM): 41.93X Cap: $93.90B
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Q: This Co pays dividend in USD. In a Non Regd account, does it make sense to hold the shares on the USD side or CDN ?

Thank You

Upvote 2

Read Answer Asked by rajeev on April 25, 2025

• Axon Enterprise Inc. (AXON $814.01)
  • $814.01 P/E (TTM): 203.8X Cap: $64.27B
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• Curtiss-Wright Corporation (CW $496.63)
  • $496.63 P/E (TTM): 42.03X Cap: $19.19B
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• Comfort Systems USA Inc. (FIX $696.43)
  • $696.43 P/E (TTM): 35.55X Cap: $24.46B
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• Construction Partners Inc. (ROAD $115.40)
  • $115.40 P/E (TTM): 96.74X Cap: $6.36B
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• Sterling Infrastructure Inc. (STRL $291.50)
  • $291.50 P/E (TTM): 32.94X Cap: $8.81B
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• IES Holdings Inc. (IESC $339.13)
  • $339.13 P/E (TTM): 34.49X Cap: $6.86B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 53.01X
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• Trane Technologies plc (TT $429.52)
  • $429.52 P/E (TTM): 34.13X Cap: $95.25B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $142.08)
  • $142.08 P/E (TTM): 81.35X Cap: $53.39B
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• WSP Global Inc. (WSP $280.63)
  • $280.63 P/E (TTM): 51.13X Cap: $36.59B
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Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.

Upvote 2

Read Answer Asked on April 25, 2025