Investment Q&A

• Loblaw Companies Limited (L)
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• George Weston Limited (WN)
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Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Upvote 3

Read Answer Asked by John on May 02, 2025

• McDonald's Corporation (MCD)
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Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?

Upvote 2

Read Answer Asked by Theodore on May 02, 2025

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Q: Would you consider GDI a sell or hold for a long term investor. Thanks

Upvote 5

Read Answer Asked by Ben on May 02, 2025

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Digital Realty Trust Inc. (DLR)
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• T-Mobile US Inc. (TMUS)
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Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Upvote 3

Read Answer Asked by jacques on May 02, 2025

• Open Text Corporation (OTEX)
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Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.

Upvote 5

Read Answer Asked by Harry on May 02, 2025

Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.

Upvote 1

Read Answer Asked by Frank on May 02, 2025

• California Nanotechnologies Corp. (CNO)
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• East Side Games Group Inc. (EAGR)
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Q: I own these companies and am deeply underwater. Please provide your analysis on these companies in the current economic backdrop. Thanks

Upvote 1

Read Answer Asked by Imtiaz on May 02, 2025

• Canadian Pacific Kansas City Limited (CP)
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• Canadian Pacific Kansas City Limited (CP)
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Q: Thoughts on the quarter? Good time to add?

Thanks!

Upvote 3

Read Answer Asked by Satish on May 02, 2025

Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks

Upvote 4

Read Answer Asked by Michael on May 02, 2025

• Ford Motor Company (F)
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• Nucor Corporation (NUE)
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• Century Aluminum Company (CENX)
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• Commercial Metals Company (CMC)
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• AECOM (ACM)
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• Kaiser Aluminum Corporation (KALU)
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• Steel Dynamics Inc. (STLD)
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• Jacobs Solutions Inc. (J)
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• Stellantis N.V. (STLA)
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Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT)
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Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Russel Metals Inc. (RUS)
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• Hennessy Stance ESG ETF (STNC)
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Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy

Upvote 2

Read Answer Asked by Dorothy on May 01, 2025

• Toromont Industries Ltd. (TIH)
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Q: Your comments on their recent numbers please.
Thx

Upvote 6

Read Answer Asked by Bill on May 01, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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• ONEX Corporation Subordinate Voting Shares (ONEX)
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• Pinetree Capital Ltd. (PNP)
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• Berkshire Hathaway Inc. (BRK.B)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Upvote 4

Read Answer Asked by James on May 01, 2025

• Robinhood Markets Inc. (HOOD)
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Q: Could I have your take on earnings- pull back a good entry point?

Upvote 2

Read Answer Asked by Scott on May 01, 2025

• Alamos Gold Inc. (AGI)
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Q: In past Q&A's you guys have made some positive comments on AGI.

Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.

Would you hold, buy or sell on this latest report?

Thanks


Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2025

• Shake Shack Inc. Class A (SHAK)
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• Uber Technologies Inc. (UBER)
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Q: May I please get your thoughts on SHAK?

Thanks

Dave

Upvote 1

Read Answer Asked by David on May 01, 2025

• Eli Lilly and Company (LLY)
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Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Upvote 3

Read Answer Asked by sean on May 01, 2025

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?

Upvote 2

Read Answer Asked by Mark on May 01, 2025