Investment Q&A

• Enbridge Inc. (ENB $66.60)
  • $66.60 P/E (TTM): 23.46X Cap: $145.88B
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• Canadian Natural Resources Limited (CNQ $43.10)
  • $43.10 P/E (TTM): 11.03X Cap: $90.56B
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• TELUS Corporation (T $21.20)
  • $21.20 P/E (TTM): 33.2X Cap: $32.52B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.15)
  • $40.15 Cap: $25.90B
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• North West Company Inc. (The) (NWC $46.28)
  • $46.28 P/E (TTM): 16.28X Cap: $2.19B
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• Magna International Inc. (MG $62.50)
  • $62.50 P/E (TTM): 10.58X Cap: $17.74B
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• Hydro One Limited (H $51.83)
  • $51.83 P/E (TTM): 24.43X Cap: $31.08B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Upvote 10

Read Answer Asked by chris on August 12, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Dear 5i team.

Now that NTR has announced, and results were not a disaster, at what price would you consider a full position. Last price I saw in the archives said 65 as good entry point. It's now sub 63, so .5 position now and add into weakness, or wait it out for now?
Appreciate your help.

Upvote 4

Read Answer Asked by Arthur on August 12, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Could you please comment on Nutrien’s earnings? I’m considering increasing my holdings. Is it a good buy? Thanks!

Upvote 3

Read Answer Asked by Esther on August 08, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Hello,

I currently hold a half portion of Nutrien in my portfolio. Is this a good time to add more? What is the best entry price? Additionally, could you provide an update on Nutrien’s recent earnings report?

Thanks!

Upvote 5

Read Answer Asked by Esther on August 02, 2024

• Albemarle Corporation (ALB $96.26)
  • $96.26 Cap: $11.55B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: I hold ALB and am down 50% in both a registered and non registered account. What are your views on ALB and lithium. Is it time to move on? If so what companies in the material sector do you suggest as a replacement. Thanks again Peter

Upvote 3

Read Answer Asked by Peter on July 30, 2024

• Stella-Jones Inc. (SJ $81.23)
  • $81.23 P/E (TTM): 13.73X Cap: $4.56B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Your thoughts please on replacing NTR with SJ for a material position.

Thx

Upvote 7

Read Answer Asked by blake on July 30, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: I did slightly increase this position.. Is there still a potential though for this Cie and fertilizers, considering world demand , and Cie financials, would you consider a better option in the sector,a hold,buy or a sell ? many thanks

Upvote 8

Read Answer Asked by Jean-Yves on July 11, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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• LSB Industries Inc. (LXU $8.77)
  • $8.77 Cap: $610M
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Q: Which one is a better buy today and why?

Upvote 4

Read Answer Asked by James on July 11, 2024

• Magna International Inc. (MG $62.50)
  • $62.50 P/E (TTM): 10.58X Cap: $17.74B
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• Open Text Corporation (OTEX $54.84)
  • $54.84 P/E (TTM): 23.73X Cap: $13.98B
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• Richelieu Hardware Ltd. (RCH $36.09)
  • $36.09 P/E (TTM): 24.15X Cap: $2.03B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Hi,

Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.

What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.

Just looking for my held to be held, I suppose.

Thanks in advance.

Upvote 4

Read Answer Asked by Kelly on July 04, 2024

• Cameco Corporation (CCO $130.45)
  • $130.45 P/E (TTM): 106.46X Cap: $57.17B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Hey 5i Team: At one point today these two were trading in the same range.Which one would you buy and why? Tks. Larry

Upvote 5

Read Answer Asked by Larry on July 04, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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• West Fraser Timber Co. Ltd. (WFG $96.10)
  • $96.10 Cap: $7.60B
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Q: I have both NTR and WFG in my TFSA. I would like to raise some cash, and am considering selling either or both of these. Which would you sell? Portfolio balancing is not a consideration.

Upvote 5

Read Answer Asked by Jack on June 26, 2024

• Restaurant Brands International Inc. (QSR $95.58)
  • $95.58 P/E (TTM): 26.01X Cap: $44.26B
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• Algonquin Power & Utilities Corp. (AQN $8.38)
  • $8.38 Cap: $6.42B
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• Magna International Inc. (MG $62.50)
  • $62.50 P/E (TTM): 10.58X Cap: $17.74B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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• Thomson Reuters Corp (TRI $158.23)
  • $158.23 P/E (TTM): 42.92X Cap: $71.80B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.28)
  • $66.28 Cap: $8.72B
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Q: Hi
What are your favourite Canadian Stocks that pay US dividends? How do you feel about aqn? mg?
Thanks

Upvote 18

Read Answer Asked by Carlo on June 26, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Last week NTR announced usage of AI ,but market response is soft so far.Please comment and also on the recent quite sharp drop.What is a good price to start a position? Txs for U usual great advices & services

Upvote 6

Read Answer Asked by Peter on June 17, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Any reason for the weakness of late

THX

Upvote 6

Read Answer Asked by blake on June 12, 2024

• Costco Wholesale Corporation (COST $937.27)
  • $937.27 P/E (TTM): 67.95X Cap: $423.23B
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• Alphabet Inc. (GOOG $254.65)
  • $254.65 P/E (TTM): 26.25X Cap: $3.03T
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• Intuitive Surgical Inc. (ISRG $437.26)
  • $437.26 P/E (TTM): 60.78X Cap: $156.15B
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• Microsoft Corporation (MSFT $513.81)
  • $513.81 P/E (TTM): 37.65X Cap: $3.81T
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• Vertex Pharmaceuticals Incorporated (VRTX $410.22)
  • $410.22 P/E (TTM): 29.21X Cap: $104.58B
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• American Tower Corporation (REIT) (AMT $192.49)
  • $192.49 P/E (TTM): 67.58X Cap: $88.98B
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• Eli Lilly and Company (LLY $825.22)
  • $825.22 P/E (TTM): 53.09X Cap: $782.31B
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• NextEra Energy Inc. (NEE $85.74)
  • $85.74 P/E (TTM): 29.59X Cap: $176.66B
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• Quanta Services Inc. (PWR $440.00)
  • $440.00 P/E (TTM): 66.81X Cap: $65.10B
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• Bank of Nova Scotia (The) (BNS $90.78)
  • $90.78 P/E (TTM): 17.33X Cap: $112.47B
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• BCE Inc. (BCE $33.33)
  • $33.33 P/E (TTM): 71.2X Cap: $30.96B
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• Constellation Software Inc. (CSU $3,920.08)
  • $3,920.08 P/E (TTM): 96.41X Cap: $84.13B
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• Dollarama Inc. (DOL $178.46)
  • $178.46 P/E (TTM): 38.89X Cap: $48.69B
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• Agnico Eagle Mines Limited (AEM $260.51)
  • $260.51 P/E (TTM): 35.24X Cap: $126.24B
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• Alimentation Couche-Tard Inc. (ATD $72.65)
  • $72.65 P/E (TTM): 19.24X Cap: $69.04B
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• Hydro One Limited (H $51.83)
  • $51.83 P/E (TTM): 24.43X Cap: $31.08B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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• Crocs Inc. (CROX $81.40)
  • $81.40 P/E (TTM): 22.51X Cap: $4.52B
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• Catalyst Pharmaceuticals Inc. (CPRX $21.06)
  • $21.06 P/E (TTM): 12.31X Cap: $2.60B
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Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Upvote 31

Read Answer Asked by Terence on May 28, 2024

• Lundin Mining Corporation (LUN $21.81)
  • $21.81 Cap: $18.84B
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• Agnico Eagle Mines Limited (AEM $260.51)
  • $260.51 P/E (TTM): 35.24X Cap: $126.24B
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• Capstone Copper Corp. (CS $11.96)
  • $11.96 P/E (TTM): 89.05X Cap: $9.77B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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• Eagle Materials Inc (EXP $240.60)
  • $240.60 P/E (TTM): 17.36X Cap: $7.84B
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Q: In the current market and beyond, knowing I currently own CS, what would be 1 or 2 good Materials diversification stocks to buy or are the markets currently overvalued ? Is LUN a good example for instance ?

Thanks

Upvote 8

Read Answer Asked by Roger on May 23, 2024

• Freeport-McMoRan Inc. (FCX $41.61)
  • $41.61 P/E (TTM): 31.56X Cap: $59.88B
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• Lundin Mining Corporation (LUN $21.81)
  • $21.81 Cap: $18.84B
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• Capstone Copper Corp. (CS $11.96)
  • $11.96 P/E (TTM): 89.05X Cap: $9.77B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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• Eagle Materials Inc (EXP $240.60)
  • $240.60 P/E (TTM): 17.36X Cap: $7.84B
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Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Upvote 6

Read Answer Asked by ralph on May 23, 2024

• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: I am not sure why NTR is up so much today. Is there any news that I have missed or Do you know the reason.

Thanks for the great service

Upvote 8

Read Answer Asked by Hector on May 21, 2024

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.21X Cap: $13.06B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Considering the recent run-up of nutrient would you change your entry level price of 65$ and secondly would you consider a switch from White Cap to nutrient at what price to offer more upside? Currently I am overweight and On margin with white cap with the dividend all but paying the interest. Any thoughts .and tks.Larry

Upvote 4

Read Answer Asked by Larry on May 10, 2024

• FMC Corporation (FMC $30.01)
  • $30.01 P/E (TTM): 26.44X Cap: $3.75B
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• Nutrien Ltd. (NTR $80.16)
  • $80.16 P/E (TTM): 187.45X Cap: $39.67B
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Q: Would you consider FMC a buy today or give it more time to show better momentum or would you prefer NTR.

Upvote 6

Read Answer Asked by dennis on April 24, 2024