Investment Q&A

• TD US Money Market Fund (TDB2915 $10.00)
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Q: Hi again Peter
Re this money market fund, if i sell it all, can i purchase another one of a different series at the same institution before the 30 days are up? That is if i can find one without a trailing fee for a short ownership period.

Thank you again

Upvote 1

Read Answer Asked by TOM on January 21, 2025

• Mastercard Incorporated (MA $566.04)
  • $566.04 P/E (TTM): 39.26X Cap: $515.11B
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• Moody's Corporation (MCO $515.85)
  • $515.85 P/E (TTM): 42.63X Cap: $93.26B
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• United Rentals Inc. (URI $867.08)
  • $867.08 P/E (TTM): 22.29X Cap: $55.88B
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• Visa Inc. (V $337.43)
  • $337.43 P/E (TTM): 34.11X Cap: $663.75B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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• S&P Global Inc. (SPGI $563.02)
  • $563.02 P/E (TTM): 42.86X Cap: $171.89B
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• MSCI Inc. (MSCI $557.73)
  • $557.73 P/E (TTM): 36.94X Cap: $43.14B
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• Thomson Reuters Corp (TRI $199.82)
  • $199.82 P/E (TTM): 42.38X Cap: $91.81B
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• Ferrari N.V. (RACE $441.79)
  • $441.79 Cap: $106.23B
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• Heico Corporation (HEI $313.20)
  • $313.20 P/E (TTM): 75.96X Cap: $46.95B
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• RTX Corporation (RTX $156.33)
  • $156.33 P/E (TTM): 45.99X Cap: $210.65B
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Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!

Upvote 18

Read Answer Asked by Keith on January 20, 2025

• Teradyne Inc. (TER $106.93)
  • $106.93 P/E (TTM): 29.51X Cap: $16.81B
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Q: Can you please give your updated opinion on TER. Will they play a role in humanoids?

Upvote 2

Read Answer Asked by Kel on January 20, 2025

• Dollarama Inc. (DOL $192.70)
  • $192.70 P/E (TTM): 43.3X Cap: $52.58B
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• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• TerraVest Industries Inc. (TVK $156.13)
  • $156.13 P/E (TTM): 41.76X Cap: $3.25B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.78)
  • $73.78 P/E (TTM): 36.99X Cap: $8.44B
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• Trisura Group Ltd. (TSU $41.51)
  • $41.51 P/E (TTM): 18.07X Cap: $1.98B
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• Valhi Inc. (VHI $15.82)
  • $15.82 P/E (TTM): 3.75X Cap: $442M
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• Boyd Group Services Inc. (BYD $190.00)
  • $190.00 P/E (TTM): 222.77X Cap: $4.07B
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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 $18.08)
  • $18.08 P/E (TTM): 84.24X Cap: $5B
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Q: Is it a buy now

Upvote 3

Read Answer Asked by JOHN on January 20, 2025

• D.R. Horton Inc. (DHI $154.83)
  • $154.83 P/E (TTM): 11.39X Cap: $45.69B
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• Lennar Corporation Class A (LEN $120.10)
  • $120.10 P/E (TTM): 11.32X Cap: $30.76B
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• Cavco Industries Inc. (CVCO $446.28)
  • $446.28 P/E (TTM): 20.39X Cap: $3.39B
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• KB Home (KBH $59.27)
  • $59.27 P/E (TTM): 7.59X Cap: $3.89B
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• Meritage Homes Corporation (MTH $73.29)
  • $73.29 P/E (TTM): 7.2X Cap: $5.06B
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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 $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
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• Thomson Reuters Corporation (TRI $275.03)
  • $275.03 P/E (TTM): 42.38X Cap: $124.98B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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• Advanced Micro Devices Inc. (AMD $174.31)
  • $174.31 P/E (TTM): 125.33X Cap: $286.63B
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• INVESCO QQQ Trust (QQQ $560.27)
  • $560.27 P/E (TTM): 59.46X Cap: $360.45B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.54)
  • $102.54 P/E (TTM): 72.62X Cap: $1.10B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.58)
  • $92.58 P/E (TTM): 234.96X Cap: $148.46B
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Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ 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 Transformational Data Sharing ETF (BLOK $56.98)
  • $56.98 P/E (TTM): 24.19X Cap: $1.13B
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• iShares Blockchain and Tech ETF (IBLC $40.16)
  • $40.16 P/E (TTM): 13.21X Cap: $48M
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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 $38.67)
  • $38.67 P/E (TTM): 26.56X Cap: $10.52B
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• Labrador Iron Ore Royalty Corporation (LIF $26.93)
  • $26.93 P/E (TTM): 12.38X Cap: $1.69B
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• Hydro One Limited (H $49.96)
  • $49.96 P/E (TTM): 24.43X Cap: $29.78B
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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 $44.55)
  • $44.55 P/E (TTM): 58.88X Cap: $5.63B
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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 $153.93)
  • $153.93 P/E (TTM): 24.94X Cap: $23.83B
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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 $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $61.74)
  • $61.74 P/E (TTM): 23.16X Cap: $177M
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• Stantec Inc (STN $111.31)
  • $111.31 P/E (TTM): 44.75X Cap: $12.69B
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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 $23.65)
  • $23.65 P/E (TTM): 30.72X Cap: $246M
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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 $39.30)
  • $39.30 P/E (TTM): 14.8X
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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 $213.75)
  • $213.75 P/E (TTM): 34.98X Cap: $2.25T
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• Broadcom Inc. (AVGO $292.93)
  • $292.93 P/E (TTM): 108.1X Cap: $1.40T
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• Meta Platforms Inc. (META $763.46)
  • $763.46 P/E (TTM): 29.32X Cap: $1.95T
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
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• MicroStrategy Incorporated (MSTR $375.46)
  • $375.46 Cap: $110.37B
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• iShares U.S. Technology ETF (IYW $179.80)
  • $179.80 P/E (TTM): 74.98X Cap: $22.64B
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• CrowdStrike Holdings Inc. (CRWD $441.75)
  • $441.75 Cap: $113.37B
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• Vertiv Holdings LLC Class A (VRT $138.76)
  • $138.76 P/E (TTM): 82.32X Cap: $53.53B
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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