Investment Q&A

• Barrick Mining Corporation (ABX $32.22)
  • $32.22 P/E (TTM): 17.69X Cap: $55.40B
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Q: Hi ,

Please comment on the ABX earnings today, it has been a huge laggard compared to AEM, AGI, and all the other major gold companies. Are these earnings good enough to move the stock up to catch up ??

Thanks,
George

Upvote 2

Read Answer Asked by George on February 14, 2025

• Enbridge Inc. (ENB $64.69)
  • $64.69 P/E (TTM): 22.74X Cap: $141.02B
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• Thomson Reuters Corp (TRI $179.96)
  • $179.96 P/E (TTM): 37.79X Cap: $81.06B
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Q: Greetings, Can you please comment on Enbridge earnings today. Also, what is the rationale behind TRI changing their U.S. listing to Nasdaq? Thanks for your help.

Upvote 7

Read Answer Asked by Martha on February 14, 2025

• Quanta Services Inc. (PWR $386.15)
  • $386.15 P/E (TTM): 59.78X Cap: $57.53B
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Q: Your thoughts on this one going forward. It has been on a slight downward trend last 3 month or so. I have done well and wondering if take profits, add to it (only 3% position) or just hold for now.

Thanks so much for your guidance.

Upvote 1

Read Answer Asked by Dale on February 14, 2025

• Enbridge Inc. (ENB $64.69)
  • $64.69 P/E (TTM): 22.74X Cap: $141.02B
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Q: What did you think of ENB earnings?

Upvote 9

Read Answer Asked by Ed on February 14, 2025

• Cintas Corporation (CTAS $226.27)
  • $226.27 P/E (TTM): 51.42X Cap: $91.18B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.50)
  • $27.50 P/E (TTM): 17.52X Cap: $639M
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• ABM Industries Incorporated (ABM $47.74)
  • $47.74 P/E (TTM): 38.19X Cap: $2.95B
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• Boyd Group Services Inc. (BYD $187.77)
  • $187.77 P/E (TTM): 221.11X Cap: $4.03B
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Q: Your thoughts on GDI please. Continue to hold?

Upvote 4

Read Answer Asked by Ross on February 14, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.33)
  • $84.33 P/E (TTM): 44.29X Cap: $135.98B
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Q: Can you please post a short update on Bam following their results, dividend increase and business involvement. Involvement? Maybe a purchase as I read quickly. Thank you. Jim

Upvote 4

Read Answer Asked by James on February 14, 2025

• Magna International Inc. (MG $58.48)
  • $58.48 P/E (TTM): 10.02X Cap: $16.76B
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Q: Your thoughts please on the quarter released this morning?

Thx

Upvote 2

Read Answer Asked by blake on February 14, 2025

• TELUS Corporation (T $22.10)
  • $22.10 P/E (TTM): 34.53X Cap: $33.45B
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Q: Hi 5i, thoughts on quarter, looks like the market approves. Forward guidance looks good, along with cost savings planned to reduce debt. Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2025

• BMO Equal Weight REITs Index ETF (ZRE $22.00)
  • $22.00 P/E (TTM): 54.85X Cap: $583M
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Q: Hello 5i, I am retired and on a RRIF. Could you suggest a REIT ETF and or a single REIT for income investment. I am looking at a 5 years horizon for holding.

Thank you in advance

Upvote 3

Read Answer Asked by Yves on February 14, 2025

• Simplify Hedged Equity ETF (HEQT $30.58)
  • $30.58 P/E (TTM): 57.89X Cap: $341M
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Q: Hi, I asked a question about HEQT.US (Simplify Hedged Equity ETF) but I think the answer referred to HEQT.TO. I am interested in what you think about this ETF with the following description : The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

How would you rate its performance, especially if we assume a sideways to down year? Thanks!

Upvote 1

Read Answer Asked by TK on February 14, 2025

• Brompton Split Corp. Preferred Share ETF Cad Unit (SPLT)
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Q: Do you consider SPLT a safe investment? Seems a no-brainer compared to an interest savings account at 2.55%.
Can that chart continue on that trajectory?

Thanks, Mark

Upvote 2

Read Answer Asked by Mark on February 14, 2025

• BMO Aggregate Bond Index ETF (ZAG $13.78)
  • $13.78 Cap: $11.20B
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• iShares Core U.S. Aggregate Bond ETF (AGG $98.94)
  • $98.94 Cap: $128.37B
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Q: ZAG holds more than 70% in government bonds (federal, provincial and municipal). Is there a similar American Aggregate Bond Index ETF listed in US?
Thanks!

Upvote 1

Read Answer Asked by Grant on February 14, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $159.70)
  • $159.70 P/E (TTM): 15.99X Cap: $8.81B
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Q: Could you please provide your analysis of their recent earnings and your latest thoughts on taking a position in this company.

Thanks very much!

Upvote 5

Read Answer Asked by Thomas on February 14, 2025

• Vertex Pharmaceuticals Incorporated (VRTX $366.54)
  • $366.54 Cap: $93.97B
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Q: May I please get your thoughts on this company? I like their new non-opioid pain killer that was just approved by the FDA for a strong growth prospect. I am curious what you think about the existing business and the fundamentals/financials of the company. Thanks.

Upvote 1

Read Answer Asked by Marco on February 14, 2025

Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best

Upvote 7

Read Answer Asked by Arzoo on February 14, 2025

• Sun Life Financial Inc. (SLF $77.85)
  • $77.85 P/E (TTM): 14.23X Cap: $44.24B
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• Intact Financial Corporation (IFC $279.00)
  • $279.00 P/E (TTM): 22.55X Cap: $49.76B
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Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv

Upvote 5

Read Answer Asked by Rajiv on February 14, 2025

• Interactive Brokers Group Inc. (IBKR $65.91)
  • $65.91 P/E (TTM): 36.39X Cap: $112.03B
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• Robinhood Markets Inc. (HOOD $114.63)
  • $114.63 P/E (TTM): 58.48X Cap: $101.15B
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Q: For a buy today, which one, or both and why?
Thanks Again

Upvote 3

Read Answer Asked by eugene on February 14, 2025

• Air Canada Voting and Variable Voting Shares (AC $19.32)
  • $19.32 P/E (TTM): 5.25X Cap: $6.23B
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Q: Good day 5i team,

Is AC a good buy at this price today($18.37) ? How much debt does it have?
Was it profitable in the first 3 quarters in 2024?
Thanks,
George

Upvote 6

Read Answer Asked by George on February 14, 2025

• Constellation Software Inc. (CSU $4,599.93)
  • $4,599.93 P/E (TTM): 96.06X Cap: $97.47B
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• WSP Global Inc. (WSP $280.00)
  • $280.00 P/E (TTM): 51.13X Cap: $36.53B
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• Topicus.com Inc. (TOI $180.78)
  • $180.78 P/E (TTM): 87.6X Cap: $23.47B
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• Lumine Group Inc. (LMN $51.90)
  • $51.90 Cap: $13.31B
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Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug

Upvote 24

Read Answer Asked by Doug on February 14, 2025

Q: In the context of the sector allocations question asked by Jerry today, you gave the Utilities sector a weight of 20%. Is this really what you meant? It seems pretty high to me. Besides, when we add all the sectors, the sum is 110%. Thank you

Upvote 6

Read Answer Asked by Gervais on February 14, 2025