Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.06)
  • $47.06 P/E (TTM): 40.25X Cap: $3.01B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $68.00)
  • $68.00 P/E (TTM): 23.02X Cap: $2.47B
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Q: Is there any daylight between XAW and VXC? Any difference in hedging? I see the fees are similar and XAW has slightly higher distributions.

Upvote 1

Read Answer Asked by Matthew on March 04, 2025

• Nebius Group N.V. (NBIS $54.30)
  • $54.30 Cap: $12.89B
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• SoundHound AI Inc. (SOUN $10.99)
  • $10.99 Cap: $4.27B
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• Nvidia CDR (CAD Hedged) (NVDA $40.53)
  • $40.53 P/E (TTM): 59.09X Cap: $6.05T
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Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M

Upvote 7

Read Answer Asked by michael on March 04, 2025

• Quarterhill Inc. (QTRH $1.30)
  • $1.30 Cap: $153M
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Q: what do you think of this company. has been transitioning to a tech company with recurring revenue.
i realize small cap.brian

Upvote 1

Read Answer Asked by brian on March 04, 2025

• Realty Income Corporation (O $57.41)
  • $57.41 P/E (TTM): 51.43X Cap: $51.88B
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• Simon Property Group Inc. (SPG $165.57)
  • $165.57 P/E (TTM): 25.59X Cap: $53.51B
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Q: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike

Upvote 2

Read Answer Asked by Mike on March 04, 2025

• Kinaxis Inc. (KXS $204.03)
  • $204.03 P/E (TTM): 437.0X Cap: $5.71B
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• EQB Inc. (EQB $102.37)
  • $102.37 P/E (TTM): 10.54X Cap: $3.93B
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• kneat.com inc. (KSI $5.74)
  • $5.74 Cap: $528M
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• VersaBank (VBNK $11.09)
  • $11.09 P/E (TTM): 14.67X Cap: $358M
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Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan

Upvote 8

Read Answer Asked by Stephan on March 04, 2025

• iShares Global Agriculture Index ETF (COW $68.67)
  • $68.67 P/E (TTM): 30.67X Cap: $253M
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• Cal-Maine Foods Inc. (CALM $105.51)
  • $105.51 P/E (TTM): 4.32X Cap: $5.02B
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• Teucrium Soybean Fund (SOYB $21.32)
  • $21.32 P/E (TTM): 5.36X Cap: $24M
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• Invesco DB Agriculture Fund (DBA $25.87)
  • $25.87 P/E (TTM): 4.15X Cap: $750M
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• Invesco Food & Beverage ETF (PBJ $47.84)
  • $47.84 P/E (TTM): 38.25X Cap: $95M
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• Teucrium Wheat Fund (WEAT $4.25)
  • $4.25 P/E (TTM): 12.31X Cap: $118M
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• Teucrium Corn Fund (CORN $16.99)
  • $16.99 P/E (TTM): 2.83X Cap: $43M
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Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?

Upvote 2

Read Answer Asked by Will on March 04, 2025

• MDA Space Ltd. (MDA $46.29)
  • $46.29 P/E (TTM): 58.88X Cap: $5.63B
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Q: Mda has been generally weak of late.Are tariffs a big consideration .Do you have an updated view on this name?

Upvote 2

Read Answer Asked by Kim on March 04, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.03)
  • $7.03 P/E (TTM): 56.1X Cap: $1.35B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.08)
  • $18.08 P/E (TTM): 62.31X Cap: $207M
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Q: I'm looking to invest in the healthcare sector for income and am considering HHL or LIFE. Which one would you recommend and why?

Upvote 2

Read Answer Asked by Nader on March 04, 2025

• TransMedics Group Inc. (TMDX $124.17)
  • $124.17 P/E (TTM): 87.86X Cap: $4.38B
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Q: hi folks...opinion on Q4/FY results for trans medic tmdx/q....seem pretty good and shoots down the short report from while ago....would you rate buy/hold/sell....thanks, jb

Upvote 3

Read Answer Asked by John on March 04, 2025

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 112.07X Cap: $863M
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Q: Can you comment on ECN quarterly update please?

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Chemtrade Logistics Income Fund (CHE.UN $11.26)
  • $11.26 P/E (TTM): 12.36X Cap: $1.28B
  • View CHE.UN Profile
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Q: Any thoughts on Chemtrade income fund? Latest results look ok to me.

Upvote 2

Read Answer Asked by Terry on March 04, 2025

• Costco Wholesale Corporation (COST $944.00)
  • $944.00 P/E (TTM): 55.64X Cap: $423.68B
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• AbbVie Inc. (ABBV $199.05)
  • $199.05 P/E (TTM): 83.43X Cap: $348.31B
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• Procter & Gamble Company (The) (PG $151.51)
  • $151.51 P/E (TTM): 23.91X Cap: $353.46B
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• Loblaw Companies Limited (L $226.44)
  • $226.44 P/E (TTM): 27.63X Cap: $67.45B
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• Fortis Inc. (FTS $70.30)
  • $70.30 P/E (TTM): 20.78X Cap: $34.50B
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• Hydro One Limited (H $50.04)
  • $50.04 P/E (TTM): 24.43X Cap: $29.78B
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Q: Hi Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,

Upvote 7

Read Answer Asked by Harry on March 04, 2025

• Dell Technologies Inc. Class C (DELL $127.14)
  • $127.14 P/E (TTM): 19.8X Cap: $88.40B
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Q: Earnings were good Outlook for first quarter soft. It looks cheap What is your opinion Buy ? RAK

Upvote 1

Read Answer Asked by bob on March 04, 2025

• Doman Building Materials Group Ltd. (DBM $8.54)
  • $8.54 P/E (TTM): 11.81X Cap: $743M
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Q: Kindly comment on the DBM results released last night, the report seems to be kind of sketchy I take that as a negative sign. Your thoughts?

Upvote 1

Read Answer Asked by Victor on March 04, 2025

• Laurentian Bank of Canada (LB $30.48)
  • $30.48 P/E (TTM): 13.38X Cap: $1.34B
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Q: Hi 5i team,

Laurentian Bank 's report seems positive to my untrained eyes! Your opinion? Will this spur interested parties to the forefront for a buy out proposal?

Upvote 2

Read Answer Asked by Savalai on March 04, 2025

• Rocket Lab Corporation (RKLB $43.89)
  • $43.89 Cap: $20.55B
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Q: Your thoughts on the quarter? The market sure doesn't like it right now. Is this an opportunity, or would you sit tight? Or bail out? Thanks again for a great service.

Upvote 2

Read Answer Asked by David on March 04, 2025

• Canadian Natural Resources Limited (CNQ $42.66)
  • $42.66 P/E (TTM): 11.97X Cap: $89.42B
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Q: cnq stock hitting 52 week lows your opinion please. any red flags ,buy sell hold. thank you

Upvote 8

Read Answer Asked by bill on March 04, 2025

• Bank of America Corporation (BAC $44.88)
  • $44.88 P/E (TTM): 13.63X Cap: $339.60B
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $34.48)
  • $34.48 P/E (TTM): 11.46X Cap: $1.37T
  • View BRK Profile
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Q: Your thoughts please on the latest Berkshire quarter?

Thx

Upvote 3

Read Answer Asked by blake on March 04, 2025

• Vecima Networks Inc. (VCM $10.51)
  • $10.51 P/E (TTM): 65.56X Cap: $255M
  • View VCM Profile
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Q: Comment on it's recent decline and attractiveness today please. Thanks.

Upvote 1

Read Answer Asked by Adam on March 04, 2025

• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 74.08X Cap: $1.60B
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Q: Hi there, could there possibly be a fundamental shift in place now regarding SPB? Your thoughts on their 4Q and full year results please?

What did the markets like here to send the shares higher, or is this just a relief rally, especially on a volatile day?

Thanks!

Upvote 2

Read Answer Asked by Hussein on March 04, 2025