Investment Q&A

• Dollarama Inc. (DOL $197.60)
  • $197.60 P/E (TTM): 41.55X Cap: $54.26B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $123.28)
  • $123.28 P/E (TTM): 72.49X Cap: $3.44B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TerraVest Industries Inc. (TVK $157.21)
  • $157.21 Cap: $3.39B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Aritzia Inc. Subordinate Voting Shares (ATZ $129.12)
  • $129.12 Cap: $14.91B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Trisura Group Ltd. (TSU $44.61)
  • $44.61 P/E (TTM): 17.76X Cap: $2.12B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Valhi Inc. (VHI $14.03)
  • $14.03 P/E (TTM): 21.48X Cap: $397M
  • View VHI Profile
  • View Questions on VHI
• Boyd Group Services Inc. (BYD $229.99)
  • $229.99 P/E (TTM): 234.31X Cap: $6.42B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Upvote 9

Read Answer Asked by sam on January 20, 2025

• Chartwell Retirement Residences (CSH.UN $22.13)
  • $22.13 P/E (TTM): 101.05X Cap: $6.72B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: Is it a buy now

Upvote 3

Read Answer Asked by JOHN on January 20, 2025

• D.R. Horton Inc. (DHI $158.26)
  • $158.26 P/E (TTM): 14.92X Cap: $45.61B
  • View DHI Profile
  • View Questions on DHI
• Lennar Corporation Class A (LEN $111.26)
  • $111.26 P/E (TTM): 14.56X Cap: $27.34B
  • View LEN Profile
  • View Questions on LEN
• Cavco Industries Inc. (CVCO $583.45)
  • $583.45 P/E (TTM): 25.28X Cap: $4.62B
  • View CVCO Profile
  • View Questions on CVCO
• KB Home (KBH $63.70)
  • $63.70 P/E (TTM): 10.4X Cap: $4.12B
  • View KBH Profile
  • View Questions on KBH
• Meritage Homes Corporation (MTH $75.16)
  • $75.16 P/E (TTM): 12.13X Cap: $5.19B
  • View MTH Profile
  • View Questions on MTH

Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter

Upvote 1

Read Answer Asked by Peter on January 20, 2025

• Constellation Software Inc. (CSU $2,481.91)
  • $2,481.91 P/E (TTM): 56.43X Cap: $52.12B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Thomson Reuters Corporation (TRI $135.46)
  • $135.46 P/E (TTM): 20.99X Cap: $60.46B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.79)
  • $167.79 P/E (TTM): 127.25X Cap: $214.70B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Advanced Micro Devices Inc. (AMD $205.95)
  • $205.95 P/E (TTM): 74.19X Cap: $343.78B
  • View AMD Profile
  • View Questions on AMD
• INVESCO QQQ Trust (QQQ $614.19)
  • $614.19 P/E (TTM): 30.22X Cap: $402.87B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $111.89)
  • $111.89 P/E (TTM): 29.51X Cap: $1.90B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $62.89)
  • $62.89 P/E (TTM): 88.8X Cap: $140.01B
  • View BN Profile
  • View Questions on BN

Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Upvote 7

Read Answer Asked by Dimitrios on January 20, 2025

• Amplify Blockchain Technology ETF (BLOK $55.42)
  • $55.42 P/E (TTM): 24.53X Cap: $1.05B
  • View BLOK Profile
  • View Questions on BLOK
• iShares Blockchain and Tech ETF (IBLC $40.55)
  • $40.55 P/E (TTM): 23.77X Cap: $79M
  • View IBLC Profile
  • View Questions on IBLC

Q: Recently, Vaneck Digital Transformation ETF has come to my attention. What are your thoughts on it? Are there other options that you prefer to it? thx,

Upvote 2

Read Answer Asked by John on January 20, 2025

Q: Hi Peter,

Would you be able to provide a list of stocks that would be candidates to purchase if they dropped in price due to the current political situation in the US.

Upvote 17

Read Answer Asked by Michael on January 20, 2025

• Canadian Utilities Limited Class A Non-Voting Shares (CU $46.75)
  • $46.75 P/E (TTM): 23.65X Cap: $13.01B
  • View CU Profile
  • View Questions on CU
• Labrador Iron Ore Royalty Corporation (LIF $31.39)
  • $31.39 P/E (TTM): 17.96X Cap: $2B
  • View LIF Profile
  • View Questions on LIF
• Hydro One Limited (H $58.01)
  • $58.01 P/E (TTM): 26.6X Cap: $34.77B
  • View H Profile
  • View Questions on H

Q: I am retired and rely on dividend income. I understand that LIF is quite different from the other 2 companies but would would be your thoughts on these stocks with a 2 to 3 year investment timeframe?

Upvote 1

Read Answer Asked by Ken on January 20, 2025

Q: perhaps I can better pinpoint the answer I'm looking for. On Jan 15th you answered a question about 4 top non-conservative stocks. The question referred to an earlier question [day or two before] about top conservative stocks. It's the answer to that earlier question I'm looking for.

Upvote 4

Read Answer Asked by sam on January 20, 2025

• MDA Space Ltd. (MDA $38.95)
  • $38.95 P/E (TTM): 44.52X Cap: $4.90B
  • View MDA Profile
  • View Questions on MDA

Q: Hi Everyone!!
With tariffs looming, will MDA space be effected?
Cheers,
Tamara

Upvote 6

Read Answer Asked by Tamara on January 20, 2025

• Vanguard S&P 500 Index ETF (VFV $168.70)
  • $168.70 P/E (TTM): 26.01X Cap: $28.70B
  • View VFV Profile
  • View Questions on VFV

Q: If the canadian dollar is presently low against the us dollar AND I want to buy the S and P 500 (with the expectation that the dollar will revert to historical values in the future), AM I BETTER TO BUY THE S and P in US dollars or hedged ?

thanks

Ernie

Upvote 3

Read Answer Asked by Ernest on January 20, 2025

Q: As part of my annual 2025 TSFA contribution moved 100 CLS shares cost $53.12 from my trading account to TSFA $$148.00. How is the capital gain treated.
Thanks and look forward to your answer.
Rick

Upvote 5

Read Answer Asked by Rick on January 20, 2025

• WSP Global Inc. (WSP $227.18)
  • $227.18 P/E (TTM): 32.34X Cap: $29.37B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $70.80)
  • $70.80 P/E (TTM): 21.72X Cap: $181M
  • View ZUH Profile
  • View Questions on ZUH
• Stantec Inc (STN $90.27)
  • $90.27 P/E (TTM): 28.41X Cap: $10.29B
  • View STN Profile
  • View Questions on STN

Q: Could you comment on STN.TO vs WSP.TO

Also wondering if ZUH.TO is still a hold. I am up nicely, but it has not done much in the last year and wonder if there is more up potential here or maybe somewhere else?

Thank you

Upvote 8

Read Answer Asked by Colleen on January 20, 2025

Q: NEOE:BRKY (Berkshire Hathaway (brk) Yield Shares Purpose ETF)

The pro's & con's of long term buy on this one?

Thank you.

Upvote 1

Read Answer Asked by Ross on January 20, 2025

• Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $24.55)
  • $24.55 P/E (TTM): 34.11X Cap: $314M
  • View QQCL Profile
  • View Questions on QQCL

Q: TSX:QQCL (Global X Enhanced Nasdaq-100 Covered Call ETF)

Another pro's & con's question to buy or not?

The chart looks good on it.

Thank you.

Upvote 3

Read Answer Asked by Ross on January 20, 2025

Q: Does it ever make sense to shift funds from a TFSA to a RRSP for the purposes of reducing your tax bill (ie receiving a better refund)? Under what conditions might it be appropropriate? Or does short term gain of a tax return undermine the long term power of a TFSA?

Upvote 5

Read Answer Asked by David on January 20, 2025

• EdgePoint Global Portfolio Series F(N) non HST (EDG5001 $41.10)
  • $41.10 P/E (TTM): 14.8X
  • View EDG5001 Profile
  • View Questions on EDG5001

Q: What is the total return for 1 3 5 10 year time period.

for this mutual fund.

ralph

Upvote 0

Read Answer Asked by ralph on January 20, 2025

• Amazon.com Inc. (AMZN $210.62)
  • $210.62 P/E (TTM): 28.63X Cap: $2.26T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $322.94)
  • $322.94 P/E (TTM): 69.55X Cap: $1.57T
  • View AVGO Profile
  • View Questions on AVGO
• Meta Platforms Inc. (META $651.99)
  • $651.99 P/E (TTM): 27.13X Cap: $1.65T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $191.51)
  • $191.51 P/E (TTM): 47.53X Cap: $4.75T
  • View NVDA Profile
  • View Questions on NVDA
• Strategy Inc (MSTR $134.32)
  • $134.32 Cap: $45.27B
  • View MSTR Profile
  • View Questions on MSTR
• iShares U.S. Technology ETF (IYW $194.60)
  • $194.60 P/E (TTM): 37.52X Cap: $20.19B
  • View IYW Profile
  • View Questions on IYW
• CrowdStrike Holdings Inc. (CRWD $366.76)
  • $366.76 Cap: $91.58B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $257.34)
  • $257.34 P/E (TTM): 92.61X Cap: $100.31B
  • View VRT Profile
  • View Questions on VRT

Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?

Upvote 13

Read Answer Asked by Graeme on January 20, 2025

Q: Everyone, I hear a lot about paying less fees (MER or Trading fees) and over time the money that can be saved. But what is the best ideas to having a better overall return? Diversification? Less trading? Buying the best stocks? Etc.. Clayton

Upvote 20

Read Answer Asked by Clayton on January 20, 2025

• Alphabet Inc. (GOOG $309.63)
  • $309.63 P/E (TTM): 28.83X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG

Q: Everyone, things work until they don’t. When will the magnificent Seven Tech darlings stop working? Clayton

Upvote 14

Read Answer Asked by Clayton on January 20, 2025

• Capstone Copper Corp. (CS $14.02)
  • $14.02 P/E (TTM): 25.32X Cap: $10.96B
  • View CS Profile
  • View Questions on CS
• kneat.com inc. (KSI $3.99)
  • $3.99 Cap: $401M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Cellebrite DI Ltd. (CLBT $13.51)
  • $13.51 Cap: $3.28B
  • View CLBT Profile
  • View Questions on CLBT

Q: I am thinking of adding the above three to my portfolio Your Thoughts please RAK

Upvote 9

Read Answer Asked by bob on January 20, 2025