Investment Q&A

• Vanguard Balanced ETF Portfolio (VBAL $37.09)
  • $37.09 P/E (TTM): 11.54X Cap: $4.40B
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• Vanguard Growth ETF Portfolio (VGRO $43.26)
  • $43.26 P/E (TTM): 11.16X Cap: $8.42B
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• BMO Balanced ETF (ZBAL $14.94)
  • $14.94 P/E (TTM): 19.43X Cap: $441M
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• BMO Growth ETF (ZGRO $17.55)
  • $17.55 P/E (TTM): 19.98X Cap: $572M
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Q: Which growth/balance Canadian ETFs would you recommend for a 2 year hold?
Thanks

Upvote 3

Read Answer Asked by Gilles on September 23, 2025

• Miscellaneous (MISC)
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Q: FYI. I was listening to the chief economist at RBC the other day and she said the CUSMA renegotiations are to determine what the trade agreement will be starting in 2036 , 10 years from now. This means the current agreement terms would remain for a significant period of time ( unless Trump totally throws the whole thing out ). Can you confirm this ?

This important point doesn’t seem to get recognized by the media. Thanks. Derek.

Upvote 10

Read Answer Asked by Derek on September 23, 2025

• TSS Inc. (TSSI $7.82)
  • $7.82 P/E (TTM): 36.47X Cap: $201M
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Q: hi folks...doing dd on Tssi/q...seems pretty interesting company, and huge run in 24, & pullback in 25, with $58M finance @ $17/share...however...company in Data Centre A.I. sector, and read, they are moving from 80k sq ft facility...to new 200,000 sq ft facility in Texas (is this accurate??)...I believe there only customer is Dell??, or have they signed new contracts/customers, started 1/2 position at $15.29...what's your opinion on company/stock, thanks as always, jb

Upvote 2

Read Answer Asked by John on September 23, 2025

• Invesco Global Listed Private Equity ETF (PSP $67.03)
  • $67.03 P/E (TTM): 24.17X Cap: $312M
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• NBI Global Private Equity ETF (NGPE $52.04)
  • $52.04 P/E (TTM): 26.21X Cap: $480M
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Q: There was a question some time back about global private etfs. It’s seemed fees were high on the one recommended.
I have good gains on BX and am looking to diversify from single stock risk. Pls recommend one or two if possible, yield over 4% and low mer, global

Upvote 2

Read Answer Asked by Harry on September 23, 2025

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $48.49)
  • $48.49 P/E (TTM): 17.68X Cap: $675M
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• Vanguard Global Momentum Factor ETF (VMO $80.50)
  • $80.50 P/E (TTM): 26.01X Cap: $300M
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• Vanguard S&P 500 ETF (VOO $628.95)
  • $628.95 P/E (TTM): 27.51X Cap: $763.21B
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• INVESCO QQQ Trust (QQQ $618.92)
  • $618.92 P/E (TTM): 36.83X Cap: $405.43B
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Q: good afternoon - I'm looking for US ETF's and have held VOO for some time. Can you suggest three or four different sector ETF's you feel are worthwhile. Should I diversify or just add to VOO (which is up bigly). Many thanks

Upvote 1

Read Answer Asked by alex on September 23, 2025

• Canadian National Railway Company (CNR $135.49)
  • $135.49 P/E (TTM): 18.38X Cap: $83.39B
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Q: Hi 5i, Regrading for the CNR:CA I have been holding this stocks for few years. This is the worst time ever and been down a lot. Do you still think this is the bottom and good to collect now and wait for 4 years (wait for Trump to step down) to return. Do you think this is the only hope. :(

Upvote 8

Read Answer Asked by kwokwai on September 23, 2025

• Microsoft Corporation (MSFT $484.98)
  • $484.98 P/E (TTM): 34.56X Cap: $3.61T
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• Emera Incorporated (EMA $66.30)
  • $66.30 P/E (TTM): 17.98X Cap: $19.99B
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• BMO Covered Call Utilities ETF (ZWU $10.92)
  • $10.92 P/E (TTM): 18.74X Cap: $1.93B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.91)
  • $24.91 P/E (TTM): 18.29X Cap: $843M
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• Fortis Inc. (FTS $50.92)
  • $50.92 P/E (TTM): 20.09X Cap: $25.68B
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• Vertiv Holdings LLC Class A (VRT $164.99)
  • $164.99 P/E (TTM): 60.31X Cap: $61.10B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.96)
  • $52.96 Cap: $19.67B
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Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?

If not are there any Canadian companies that do so and would be an attractive investment in this area?

Upvote 7

Read Answer Asked by Donald on September 23, 2025

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.18)
  • $32.18 P/E (TTM): 4.66X Cap: $2.77B
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• iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD $54.82)
  • $54.82 P/E (TTM): 20.55X Cap: $242M
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.74)
  • $61.74 P/E (TTM): 5.9X Cap: $5.47B
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Q: Hello,

Looking for the optimal ETF (or combinaison) for income and some growth with 300 k.
80 % VDY with 20% VEQT ? other suggestion ?
Thanks !

Upvote 1

Read Answer Asked by Martin on September 23, 2025

• AeroVironment Inc. (AVAV $252.72)
  • $252.72 Cap: $12.13B
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• Kraken Robotics Inc. (PNG $6.22)
  • $6.22 P/E (TTM): 101.0X Cap: $1.85B
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• Kratos Defense & Security Solutions Inc. (KTOS $80.83)
  • $80.83 P/E (TTM): 579.92X Cap: $12.72B
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Q: Small US defense stocks soar on rush for next-gen battlefield tech.

Any you would recommend?

Thank you.

Upvote 7

Read Answer Asked by Ross on September 23, 2025

• ATS Corporation (ATS $39.40)
  • $39.40 Cap: $3.76B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $84.75)
  • $84.75 P/E (TTM): 11.12X Cap: $1.26B
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Q: What's your opinion on the outlooks of ATS and CJT over the next 3-5 years?

ATS has essentially been flat over the past 4 years and CJT is down quite a bit. Do you think the outlook going forward is better for them?

Upvote 3

Read Answer Asked by Patrick on September 23, 2025

• Boralex Inc. Class A Shares (BLX $25.31)
  • $25.31 Cap: $2.59B
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Q: I noticed BLX:CA is oversold (RSI). What is your opinion on their current financials and prospects for the future?
Thanks

Upvote 2

Read Answer Asked by Lawrence on September 23, 2025

Q: I am looking for the Forum where members ca exchange precious information on DYI. Is it gone?

Upvote 4

Read Answer Asked by Jean on September 23, 2025

• Vanguard Health Care ETF (VHT $289.03)
  • $289.03 P/E (TTM): 23.98X Cap: $15.28B
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Q: Hello
looking for a US sector health care ETF
for a defensive play
for a pull back of the market, can start a 1/4 of 1/3 position
thanks
Michael

Upvote 1

Read Answer Asked by Michael on September 23, 2025

• Santacruz Silver Mining Ltd. (SCZ $12.38)
  • $12.38 P/E (TTM): 65.37X Cap: $1.06B
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• Americas Gold and Silver Corporation (USA $8.03)
  • $8.03 Cap: $2.07B
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• Vizsla Silver Corp. (VZLA $7.59)
  • $7.59 Cap: $2.54B
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Q: Hello. Can you give me the run down on these three? Percentage silver production and location of major assets? What are the earnings and production forecasts?

Which, if any, would you buy, in what order and for what reasons? Look forward to your thoughts and opinions. Thank you.

Upvote 1

Read Answer Asked by Robert on September 23, 2025

• BlackSky Technology Inc. Class A (BKSY $22.59)
  • $22.59 Cap: $798M
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• Rocket Lab Corporation (RKLB $75.75)
  • $75.75 Cap: $37.66B
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Q: Don't have a position either of the stocks. Looking for the most upside which would you side with?

Upvote 8

Read Answer Asked by Sal on September 23, 2025

• Element Fleet Management Corp. (EFN $36.68)
  • $36.68 P/E (TTM): 24.7X Cap: $14.42B
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• Firan Technology Group Corporation (FTG $11.69)
  • $11.69 P/E (TTM): 26.95X Cap: $291M
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• Vitalhub Corp. (VHI $9.20)
  • $9.20 P/E (TTM): 181.18X Cap: $583M
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• Tantalus Systems Holding Inc. (GRID $4.78)
  • $4.78 Cap: $249M
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Q: Please rank these companies according to 5i conviction - highest first.
Much appreciated as usual. ram

Upvote 16

Read Answer Asked by Ray on September 22, 2025

• D.R. Horton Inc. (DHI $146.66)
  • $146.66 P/E (TTM): 12.7X Cap: $42.98B
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• PulteGroup Inc. (PHM $119.59)
  • $119.59 P/E (TTM): 9.23X Cap: $23.33B
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• Toll Brothers Inc. (TOL $140.34)
  • $140.34 P/E (TTM): 10.27X Cap: $13.47B
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Q: Hi,
How would you reconcile the fed's rate cut and indication of two more; with slowing economy, job growth and housing sector? Would you invest now and if so, any favorite amongst the three?

Upvote 1

Read Answer Asked by Rajiv on September 22, 2025

• Oklo Inc. Class A (OKLO $82.33)
  • $82.33 Cap: $13B
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Q: Can i have you opinion on this company please. What is the risk/reward opportunity.

Thank you for your assistance.

Upvote 3

Read Answer Asked by Marcela on September 22, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.94)
  • $36.94 P/E (TTM): 97.92X Cap: $5.86B
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Q: The Canadian Apartment Properties Real Estate Investment Trust (CAR.UN) was following a solid upward trend for at least 7 years up to mid 2021 (ignoring the temporary COVID disruption). However, the REIT has followed a flat trend since then. What factors stopped its growth? We hear so much about the scarcity of residential housing these days, so what is holding back the companies in this REIT?

Upvote 7

Read Answer Asked by Philip on September 22, 2025

• iShares MSCI China ETF (MCHI $60.87)
  • $60.87 P/E (TTM): 24.95X Cap: $7.77B
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• iShares MSCI Switzerland ETF (EWL $59.72)
  • $59.72 P/E (TTM): 31.23X Cap: $1.54B
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Q: Good morning,

I am concerned about US debt levels and US instability and am worried about a currency crisis which would negatively impact both the US and Canada. I am looking into investing into etfs of specific countries that I believe could whether the storm well. (I am current looking at NORW as an example) Can you please recommend 3 foreign country etfs that would be relatively insolated from a currency crisis for the US and Canada?
Thanks

Upvote 4

Read Answer Asked by Aidan on September 22, 2025