Investment Q&A - 5i Research

Aecon Group Inc. (ARE $46.70)
- $46.70 P/E (TTM): 220.62X Cap: $2.99B
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CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
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Q: Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).

Thinking of maybe either taking a tax-loss on ARE and redeploying into CUBE or else just buying CUBE with cash available in my portfolio (my sells are usually wrong, so I tend not to sell often).

Read Answer Asked by Patrick on April 13, 2026

InterRent Real Estate Investment Trust (IIP.UN $13.36)
- $13.36 Cap: $1.86B
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CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
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Agree Realty Corporation (ADC $79.46)
- $79.46 P/E (TTM): 44.59X Cap: $9.53B
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National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA $43.28)
- $43.28 P/E (TTM): 61.35X Cap: $3.33B
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Q: Now that IIP has been scooped up. Do you feel there are any other similar type of REITS that are selling cheaply that might follow the same fate?

Canada or US?

Please also state why you feel they are undervalued and potential targets as takeovers.

Thanks

Sheldon

Read Answer Asked by Sheldon on June 09, 2025

Meta Platforms Inc. (META $688.55)
- $688.55 P/E (TTM): 28.82X Cap: $1.74T
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Alphabet Inc. (GOOG $339.40)
- $339.40 P/E (TTM): 30.78X Cap: $4.13T
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Intuitive Surgical Inc. (ISRG $469.21)
- $469.21 P/E (TTM): 58.21X Cap: $166.63B
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Booking Holdings Inc. (BKNG $192.01)
- $192.01 P/E (TTM): 1.11X Cap: $152.03B
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AbbVie Inc. (ABBV $208.38)
- $208.38 P/E (TTM): 88.56X Cap: $368.57B
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The AES Corporation (AES $14.47)
- $14.47 P/E (TTM): 11.51X Cap: $10.31B
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Duke Energy Corporation (Holding Company) (DUK $128.03)
- $128.03 P/E (TTM): 20.42X Cap: $99.62B
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Home Depot Inc. (The) (HD $349.40)
- $349.40 P/E (TTM): 23.69X Cap: $348.01B
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Hess Corporation (HES)
- P/E (TTM): 20.66X Cap: $46.07B
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JPMorgan Chase & Co. (JPM $310.29)
- $310.29 P/E (TTM): 15.49X Cap: $832.26B
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Medtronic plc. (MDT $86.19)
- $86.19 P/E (TTM): 23.92X Cap: $110.65B
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Mosaic Company (The) (MOS $24.57)
- $24.57 P/E (TTM): 14.55X Cap: $7.80B
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Morgan Stanley (MS $188.82)
- $188.82 P/E (TTM): 18.35X Cap: $298.59B
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Prologis Inc. (PLD $145.10)
- $145.10 P/E (TTM): 39.94X Cap: $135.26B
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PPG Industries Inc. (PPG $114.85)
- $114.85 P/E (TTM): 16.25X Cap: $25.70B
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Public Storage (PSA $309.22)
- $309.22 P/E (TTM): 33.49X Cap: $54.28B
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Sherwin-Williams Company (The) (SHW $345.55)
- $345.55 P/E (TTM): 32.46X Cap: $85.47B
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Stryker Corporation (SYK $343.32)
- $343.32 P/E (TTM): 40.19X Cap: $131.48B
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TJX Companies Inc. (The) (TJX $160.68)
- $160.68 P/E (TTM): 32.34X Cap: $177.84B
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Verizon Communications Inc. (VZ $46.55)
- $46.55 P/E (TTM): 11.52X Cap: $196.33B
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Exxon Mobil Corporation (XOM $146.44)
- $146.44 P/E (TTM): 22.68X Cap: $610.17B
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Xylem Inc. New (XYL $121.11)
- $121.11 P/E (TTM): 31.94X Cap: $29.44B
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Bank of Nova Scotia (The) (BNS $104.92)
- $104.92 P/E (TTM): 20.0X Cap: $129.31B
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Suncor Energy Inc. (SU $83.69)
- $83.69 P/E (TTM): 17.98X Cap: $99.33B
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BCE Inc. (BCE $33.01)
- $33.01 P/E (TTM): 4.88X Cap: $30.78B
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Canadian Natural Resources Limited (CNQ $58.81)
- $58.81 P/E (TTM): 12.28X Cap: $122.67B
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Loblaw Companies Limited (L $61.19)
- $61.19 P/E (TTM): 11.65X Cap: $71.47B
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Sun Life Financial Inc. (SLF $96.31)
- $96.31 P/E (TTM): 15.29X Cap: $53.35B
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.57)
- $45.57 P/E (TTM): 4.15X Cap: $25.25B
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TELUS Corporation (T $16.99)
- $16.99 P/E (TTM): 23.51X Cap: $26.01B
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Dollarama Inc. (DOL $176.51)
- $176.51 P/E (TTM): 36.57X Cap: $48.17B
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Fortis Inc. (FTS $77.93)
- $77.93 P/E (TTM): 22.33X Cap: $39.67B
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ARC Resources Ltd. (ARX $24.83)
- $24.83 P/E (TTM): 11.74X Cap: $14.16B
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WSP Global Inc. (WSP $228.93)
- $228.93 P/E (TTM): 30.42X Cap: $30.86B
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Algonquin Power & Utilities Corp. (AQN $8.75)
- $8.75 Cap: $6.72B
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.87)
- $37.87 P/E (TTM): 29.54X Cap: $5.82B
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Descartes Systems Group Inc. (The) (DSG $104.62)
- $104.62 P/E (TTM): 44.43X Cap: $8.99B
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TFI International Inc. (TFII $180.20)
- $180.20 P/E (TTM): 44.41X Cap: $14.80B
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Whitecap Resources Inc. (WCP $13.93)
- $13.93 P/E (TTM): 14.25X Cap: $16.90B
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ATS Corporation (ATS $44.81)
- $44.81 Cap: $4.39B
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BRP Inc. Subordinate Voting Shares (DOO $79.17)
- $79.17 Cap: $5.78B
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Primo Water Corporation (PRMW $37.40)
- $37.40 P/E (TTM): 15.23X
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Premium Brands Holdings Corporation (PBH $85.43)
- $85.43 P/E (TTM): 57.01X Cap: $4.45B
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Knight Therapeutics Inc. (GUD $7.65)
- $7.65 Cap: $750M
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Block Inc. Class A (SQ)
- P/E (TTM): 59.56X Cap: $53.89B
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goeasy Ltd. (GSY $32.54)
- $32.54 P/E (TTM): 2.41X Cap: $540M
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InterRent Real Estate Investment Trust (IIP.UN $13.36)
- $13.36 Cap: $1.86B
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.92)
- $13.92 P/E (TTM): 37.11X Cap: $4.07B
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Profound Medical Corp. (PRN $9.12)
- $9.12 Cap: $275M
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Boralex Inc. Class A Shares (BLX $36.64)
- $36.64 Cap: $3.76B
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.93)
- $139.93 Cap: $16.15B
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CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
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Nutrien Ltd. (NTR $96.75)
- $96.75 P/E (TTM): 33.86X Cap: $46.62B
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Alimentation Couche-Tard Inc. (ATD.A)
- P/E (TTM): 9.8X
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Extra Space Storage Inc (EXR $145.36)
- $145.36 P/E (TTM): 30.86X Cap: $30.69B
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MEDIFAST INC (MED $10.96)
- $10.96 Cap: $120M
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T-Mobile US Inc. (TMUS $197.67)
- $197.67 P/E (TTM): 20.28X Cap: $217.80B
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.27)
- $13.27 Cap: $1.82B
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CrowdStrike Holdings Inc. (CRWD $423.95)
- $423.95 Cap: $107.51B
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Jacobs Solutions Inc. (J $128.93)
- $128.93 P/E (TTM): 34.21X Cap: $15.14B
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Trane Technologies plc (TT $476.11)
- $476.11 P/E (TTM): 35.46X Cap: $105.37B
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Celsius Holdings Inc. (CELH $35.25)
- $35.25 P/E (TTM): 139.4X Cap: $9.05B
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.62)
- $58.62 Cap: $8.69B
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Topicus.com Inc. (TOI $102.60)
- $102.60 P/E (TTM): 314.71X Cap: $13.30B
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Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Read Answer Asked by kaushikbhai on December 10, 2021

StorageVault Canada Inc. (SVI $4.53)
- $4.53 Cap: $1.65B
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Prologis Inc. (PLD $145.10)
- $145.10 P/E (TTM): 39.94X Cap: $135.26B
- View PLD Profile
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Public Storage (PSA $309.22)
- $309.22 P/E (TTM): 33.49X Cap: $54.28B
- View PSA Profile
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Boardwalk Real Estate Investment Trust (BEI.UN $68.22)
- $68.22 P/E (TTM): 16.2X Cap: $3.27B
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Cominar Real Estate Investment Trust (CUF.UN $11.74)
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Granite Real Estate Investment Trust (GRT.UN $91.75)
- $91.75 Cap: $5.56B
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CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
- View CUBE Profile
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Extra Space Storage Inc (EXR $145.36)
- $145.36 P/E (TTM): 30.86X Cap: $30.69B
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Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Read Answer Asked by Jesse on November 23, 2021

Public Storage (PSA $309.22)
- $309.22 P/E (TTM): 33.49X Cap: $54.28B
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CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
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Q: I would be interested in a REIT or an ETF which deals primarily with storage units and/or warehouses. Is there such a thing? Either in Canada or the US..

Thanks as always. You provide such a valuable service to independent investors like me.

Joanne

Read Answer Asked by Joanne on June 24, 2020

CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
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Q: Looking at the Reit space in the US and I have been watching this one for awhile. It has come off a fair bit since its high. Thoughts on their latest quarter and their business going forward.

cheers

Read Answer Asked by kelly on November 13, 2019

CubeSmart (CUBE $39.80)
- $39.80 P/E (TTM): 26.97X Cap: $9.07B
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Q: Self-storage - high price but growing business? Any thoughts??
Thanks Jim

Read Answer Asked by jim on April 27, 2017