Investment Q&A

• Magna International Inc. (MG $73.84)
  • $73.84 P/E (TTM): 14.49X Cap: $20.80B
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• Nutrien Ltd. (NTR $95.04)
  • $95.04 P/E (TTM): 54.74X Cap: $45.93B
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• AtkinsRéalis Group Inc. (ATRL $105.85)
  • $105.85 P/E (TTM): 7.15X Cap: $17.54B
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Q: In my TFSA I hold 25 diversified stocks. I am considering increasing two of the these three stocks to full position (ATRL, NTR or MG) for 2+ years hold. Which two would you suggest?
Thanks

Upvote 3

Read Answer Asked by Roy on April 28, 2025

• Alphabet Inc. (GOOG $324.40)
  • $324.40 P/E (TTM): 29.89X Cap: $3.92T
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• Verizon Communications Inc. (VZ $47.02)
  • $47.02 P/E (TTM): 9.9X Cap: $198.25B
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• Trane Technologies plc (TT $459.79)
  • $459.79 P/E (TTM): 35.04X Cap: $101.76B
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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 $1.85)
  • $1.85 P/E (TTM): 92.5X Cap: $162M
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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 $4.01)
  • $4.01 Cap: $1.01B
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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 $52.05)
  • $52.05 P/E (TTM): 57.43X Cap: $24B
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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 $159.77)
  • $159.77 Cap: $3.46B
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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 $343.94)
  • $343.94 P/E (TTM): 70.09X Cap: $1.63T
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• International Business Machines Corporation (IBM $296.34)
  • $296.34 P/E (TTM): 35.67X Cap: $276.99B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $109.92)
  • $109.92 P/E (TTM): 15.36X Cap: $23.60B
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• Stella-Jones Inc. (SJ $98.42)
  • $98.42 P/E (TTM): 16.04X Cap: $5.40B
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• Topicus.com Inc. (TOI $92.13)
  • $92.13 P/E (TTM): 801.92X Cap: $7.72B
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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 $35.95)
  • $35.95 P/E (TTM): 40.59X Cap: $4.54B
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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 $37.87)
  • $37.87 P/E (TTM): 372.9X Cap: $2.39B
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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 $4.01)
  • $4.01 Cap: $1.01B
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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 $1,044.67)
  • $1,044.67 P/E (TTM): 51.77X Cap: $987.61B
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• WSP Global Inc. (WSP $266.83)
  • $266.83 P/E (TTM): 39.76X Cap: $34.85B
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• Novo Nordisk A/S (NVO $49.37)
  • $49.37 P/E (TTM): 13.53X 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 $266.83)
  • $266.83 P/E (TTM): 39.76X Cap: $34.85B
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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 $202.00)
  • $202.00 P/E (TTM): 73.8X Cap: $77.23B
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• Nebius Group N.V. (NBIS $92.88)
  • $92.88 Cap: $22.11B
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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 $223.26)
  • $223.26 P/E (TTM): 170.56X Cap: $394.58B
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• Eli Lilly and Company (LLY $1,044.67)
  • $1,044.67 P/E (TTM): 51.77X Cap: $987.61B
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• Merck & Company Inc. (MRK $117.65)
  • $117.65 P/E (TTM): 16.12X Cap: $292B
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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 $284.42)
  • $284.42 P/E (TTM): 33.1X Cap: $142.98B
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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 $433.77)
  • $433.77 P/E (TTM): 130.66X Cap: $34.43B
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• Curtiss-Wright Corporation (CW $653.82)
  • $653.82 P/E (TTM): 52.92X Cap: $23.04B
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• Comfort Systems USA Inc. (FIX $1,283.65)
  • $1,283.65 P/E (TTM): 52.11X Cap: $45.27B
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• Construction Partners Inc. (ROAD $126.70)
  • $126.70 P/E (TTM): 69.81X Cap: $7.15B
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• Sterling Infrastructure Inc. (STRL $418.61)
  • $418.61 P/E (TTM): 39.38X Cap: $12.85B
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• IES Holdings Inc. (IESC $490.27)
  • $490.27 P/E (TTM): 30.35X Cap: $9.75B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 62.86X
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• Trane Technologies plc (TT $459.79)
  • $459.79 P/E (TTM): 35.04X Cap: $101.76B
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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 $202.00)
  • $202.00 P/E (TTM): 73.8X Cap: $77.23B
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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