Investment Q&A

• Magna International Inc. (MG $91.64)
  • $91.64 P/E (TTM): 15.39X Cap: $22.15B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Nutrien Ltd. (NTR $96.31)
  • $96.31 P/E (TTM): 57.93X Cap: $46.30B
  • View NTR Profile
  • View Questions on NTR
• AtkinsRéalis Group Inc. (ATRL $91.12)
  • $91.12 P/E (TTM): 7.04X Cap: $15.27B
  • View ATRL Profile
  • View Questions on ATRL

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 $305.75)
  • $305.75 P/E (TTM): 28.8X Cap: $3.73T
  • View GOOG Profile
  • View Questions on GOOG
• Verizon Communications Inc. (VZ $49.09)
  • $49.09 P/E (TTM): 10.46X Cap: $208.54B
  • View VZ Profile
  • View Questions on VZ
• Trane Technologies plc (TT $467.11)
  • $467.11 P/E (TTM): 36.41X Cap: $101.91B
  • View TT Profile
  • View Questions on TT

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 $1.95)
  • $1.95 P/E (TTM): 98.0X Cap: $170M
  • View URL Profile
  • View Questions on URL

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
  • View MND Profile
  • View Questions on MND

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 $3.99)
  • $3.99 Cap: $995M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $52.58)
  • $52.58 P/E (TTM): 58.82X Cap: $24.23B
  • View BIP.UN Profile
  • View Questions on BIP.UN

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 $136.96)
  • $136.96 Cap: $2.92B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

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 $329.08)
  • $329.08 P/E (TTM): 72.16X Cap: $1.57T
  • View AVGO Profile
  • View Questions on AVGO
• International Business Machines Corporation (IBM $261.30)
  • $261.30 P/E (TTM): 32.55X Cap: $242.58B
  • View IBM Profile
  • View Questions on IBM
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.05)
  • $101.05 P/E (TTM): 13.72X Cap: $22B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Stella-Jones Inc. (SJ $98.48)
  • $98.48 P/E (TTM): 16.38X Cap: $5.40B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Topicus.com Inc. (TOI $86.65)
  • $86.65 P/E (TTM): 754.5X Cap: $7.20B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $34.76)
  • $34.76 P/E (TTM): 41.2X Cap: $4.24B
  • View MDA Profile
  • View Questions on MDA

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 $35.95)
  • $35.95 P/E (TTM): 366.9X Cap: $2.24B
  • View ARE Profile
  • View Questions on ARE

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 $3.99)
  • $3.99 Cap: $995M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $1,054.56)
  • $1,054.56 P/E (TTM): 49.67X Cap: $981.56B
  • View LLY Profile
  • View Questions on LLY
• WSP Global Inc. (WSP $221.50)
  • $221.50 P/E (TTM): 37.88X Cap: $28.92B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Novo Nordisk A/S (NVO $49.44)
  • $49.44 P/E (TTM): 13.85X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

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 $221.50)
  • $221.50 P/E (TTM): 37.88X Cap: $28.92B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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 $235.28)
  • $235.28 P/E (TTM): 93.78X Cap: $90.42B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $96.48)
  • $96.48 Cap: $21.36B
  • View NBIS Profile
  • View Questions on NBIS

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 $234.20)
  • $234.20 P/E (TTM): 168.62X Cap: $402.08B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,054.56)
  • $1,054.56 P/E (TTM): 49.67X Cap: $981.56B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $122.64)
  • $122.64 P/E (TTM): 15.77X Cap: $295.95B
  • View MRK Profile
  • View Questions on MRK

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 $291.00)
  • $291.00 P/E (TTM): 36.26X Cap: $140.56B
  • View AEM Profile
  • View Questions on AEM

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 $434.54)
  • $434.54 P/E (TTM): 137.05X Cap: $34.59B
  • View AXON Profile
  • View Questions on AXON
• Curtiss-Wright Corporation (CW $691.96)
  • $691.96 P/E (TTM): 51.69X Cap: $23.38B
  • View CW Profile
  • View Questions on CW
• Comfort Systems USA Inc. (FIX $1,352.69)
  • $1,352.69 P/E (TTM): 56.7X Cap: $45.85B
  • View FIX Profile
  • View Questions on FIX
• Construction Partners Inc. (ROAD $135.33)
  • $135.33 P/E (TTM): 61.28X Cap: $7.61B
  • View ROAD Profile
  • View Questions on ROAD
• Sterling Infrastructure Inc. (STRL $442.37)
  • $442.37 P/E (TTM): 42.58X Cap: $13.25B
  • View STRL Profile
  • View Questions on STRL
• IES Holdings Inc. (IESC $511.29)
  • $511.29 P/E (TTM): 30.6X Cap: $9.87B
  • View IESC Profile
  • View Questions on IESC
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 63.23X
  • View HWM.W Profile
  • View Questions on HWM.W
• Trane Technologies plc (TT $467.11)
  • $467.11 P/E (TTM): 36.41X Cap: $101.91B
  • View TT Profile
  • View Questions on TT

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 $235.28)
  • $235.28 P/E (TTM): 93.78X Cap: $90.42B
  • View VRT Profile
  • View Questions on VRT

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