Investment Q&A

• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you

Upvote 7

Read Answer Asked by Teddy on March 07, 2025

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.88T
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• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• Netflix Inc. (NFLX $1,170.99)
  • $1,170.99 P/E (TTM): 49.37X Cap: $497.58B
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• Booking Holdings Inc. (BKNG $5,476.09)
  • $5,476.09 P/E (TTM): 33.58X Cap: $174.56B
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• Salesforce Inc. (CRM $252.32)
  • $252.32 P/E (TTM): 39.24X Cap: $239.70B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• BMO S&P 500 Index ETF (ZSP $94.16)
  • $94.16 P/E (TTM): 57.09X Cap: $18.77B
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• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 41.76X Cap: $3.25B
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 97.02X Cap: $24.04B
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• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
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• Alphabet CDR (CAD Hedged) (GOOG $31.04)
  • $31.04 P/E (TTM): 23.63X Cap: $3.15T
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Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks

Upvote 21

Read Answer Asked by Anca on March 07, 2025

• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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• Peyto Exploration & Development Corp. (PEY $19.20)
  • $19.20 P/E (TTM): 12.97X Cap: $3.82B
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• Capital Power Corporation (CPX $56.51)
  • $56.51 P/E (TTM): 12.1X Cap: $7.87B
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Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks

Upvote 8

Read Answer Asked by Robert on March 07, 2025

• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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Q: Hello,

I hold BNS:CA for dividends. It has been dropping in price recently and I am looking to add to my position. I seem to remember it is a long term favourite within the bank stocks. Given the current Canadian and global "uneasieness", would your opinion change or would shift to TD:CA or XXX:CA (a bank) be in order. I have read the recent Q/A re: BNS:CA in the database,

Upvote 6

Read Answer Asked by Jim on March 06, 2025

• Broadcom Inc. (AVGO $297.72)
  • $297.72 P/E (TTM): 108.1X Cap: $1.35T
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• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• Salesforce Inc. (CRM $252.32)
  • $252.32 P/E (TTM): 39.24X Cap: $239.70B
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• Blackstone Inc. (BX $170.50)
  • $170.50 P/E (TTM): 51.48X Cap: $123.58B
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• ServiceNow Inc. (NOW $923.00)
  • $923.00 P/E (TTM): 115.02X Cap: $191.98B
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• Arista Networks Inc. (ANET $120.35)
  • $120.35 P/E (TTM): 49.61X Cap: $147.65B
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• AAON Inc. (AAON $82.05)
  • $82.05 P/E (TTM): 42.75X Cap: $6.56B
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• Axon Enterprise Inc. (AXON $744.88)
  • $744.88 P/E (TTM): 179.34X Cap: $57.98B
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• Nvidia CDR (CAD Hedged) (NVDA $39.92)
  • $39.92 P/E (TTM): 59.09X Cap: $6.05T
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Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Upvote 29

Read Answer Asked by Danielle on March 06, 2025

• CSX Corporation (CSX $35.46)
  • $35.46 P/E (TTM): 20.94X Cap: $65.26B
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• Union Pacific Corporation (UNP $222.06)
  • $222.06 P/E (TTM): 19.77X Cap: $130.11B
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• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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Q: Major US and CDN railroad stocks seem to do quite well except csx ,being on a constant downtrend lately , any suggestion as hold or sell ( or buy!) for a conservative dividend stock objective?

Upvote 4

Read Answer Asked by Jean-Yves on March 06, 2025

• Fifth Third Bancorp (FITB $41.43)
  • $41.43 P/E (TTM): 12.99X Cap: $27.30B
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• Bristol-Myers Squibb Company (BMY $45.40)
  • $45.40 P/E (TTM): 16.5X Cap: $90.02B
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• Crown Castle Inc. (CCI $107.19)
  • $107.19 Cap: $46.54B
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• Exelon Corporation (EXC $45.17)
  • $45.17 P/E (TTM): 16.61X Cap: $44.68B
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• Altria Group Inc. (MO $61.94)
  • $61.94 P/E (TTM): 11.97X Cap: $103.78B
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• Public Storage (PSA $280.58)
  • $280.58 P/E (TTM): 27.67X Cap: $48.93B
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• Stanley Black & Decker Inc. (SWK $67.93)
  • $67.93 P/E (TTM): 27.68X Cap: $10.51B
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• Exxon Mobil Corporation (XOM $107.37)
  • $107.37 P/E (TTM): 14.54X Cap: $472.50B
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• Blackstone Inc. (BX $170.50)
  • $170.50 P/E (TTM): 51.48X Cap: $123.58B
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Q: Greetings. Are there any attractive US dividend-paying stocks (3.5%+) that currently appear on your radar? I'm looking for an alternative to US$ GICS or fixed income. Thanks.

Upvote 3

Read Answer Asked by Stefan on March 06, 2025

Q: Why has NA pull back so much? something to do with CWB? Thought there would be a bounce @123 at 200 day MA But cruised right on through.
Any thoughts
Thanks as always

PS Owe you mightly for CSU recomendtion

Upvote 3

Read Answer Asked by David on March 06, 2025

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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Q: What is the current short on Celestica and has it been increasing?

Thx

Upvote 2

Read Answer Asked by blake on March 06, 2025

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: Hi 5i, thoughts on quarter and your views going forward? Not much commentary on tarrifs, although today's "tarrif goal posts" now will possibly omit compliant USMCA companies. Thx.

Upvote 1

Read Answer Asked by Christopher on March 06, 2025

• Foraco International SA (FAR $1.60)
  • $1.60 P/E (TTM): 5.46X Cap: $169M
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Q: Is it time to move after their last earnings report.

Upvote 2

Read Answer Asked by Sonny on March 06, 2025

• Chartwell Retirement Residences (CSH.UN $17.69)
  • $17.69 P/E (TTM): 84.24X Cap: $5B
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• Extendicare Inc. (EXE $12.27)
  • $12.27 P/E (TTM): 13.8X Cap: $1.02B
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• Sienna Senior Living Inc. (SIA $17.92)
  • $17.92 P/E (TTM): 42.67X Cap: $1.65B
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Q: Looking at these as an addition to CDN healthcare holdings. How would you rank for growth and return?

Upvote 4

Read Answer Asked by William Ross on March 06, 2025

• First National Financial Corporation (FN $48.04)
  • $48.04 P/E (TTM): 15.75X Cap: $2.88B
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Q: May I please have your comments on earnings? Ant dividend increase?

Upvote 2

Read Answer Asked by Margot on March 06, 2025

Q: Do US stocks held in registered accounts e.g TFSA & RIFs count as foreign property for Canadian income tax filings? What about CDRs?

Upvote 2

Read Answer Asked by John on March 06, 2025

• Tourmaline Oil Corp. (TOU $57.61)
  • $57.61 P/E (TTM): 17.09X Cap: $21.56B
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Q: Can you comment on their recent earnings announcement. Thanks.

Upvote 3

Read Answer Asked by Donald on March 06, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.62)
  • $8.62 P/E (TTM): 5.16X Cap: $242M
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Q: Considering taking a 28% hit on Hammond to buy 5000 shares of DRX at 8$ as a way to diversify my risk on my aggressive part of my portfolios. Will still have 2500 of Hammond after selling 500. Your thoughts please. much appreciated. Larry

Upvote 4

Read Answer Asked by Larry on March 06, 2025

Q: What is going on in the Canadian and US stock markets today...March 6th, 2025?.....Thanks for your insights!!!.....Tom

Upvote 6

Read Answer Asked by Tom on March 06, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
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Q: Hoping to increase my position in BAM. Are we getting into a good opportunity or would you wait a little longer during this turbulence?

Upvote 4

Read Answer Asked by Raymond on March 06, 2025

• TD US Money Market Fund (TDB2915 $10.00)
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Q: Does TDB2915 money market fund need to be
included in the form 1135 reporting to the CRA
Thanks

Upvote 2

Read Answer Asked by Indra on March 06, 2025

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• Stryker Corporation (SYK $381.49)
  • $381.49 P/E (TTM): 51.05X Cap: $145.84B
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Q: These 2 stocks are health care and considered defensive. At what price for these two stocks would you consider a good price to buy?......Tom

Upvote 5

Read Answer Asked by Tom on March 06, 2025