Investment Q&A

• Zions Bancorporation N.A. (ZION $53.54)
  • $53.54 P/E (TTM): 8.73X Cap: $8.11B
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• Cullen/Frost Bankers Inc. (CFR $132.00)
  • $132.00 P/E (TTM): 13.32X Cap: $8.35B
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• Prosperity Bancshares Inc. (PB $64.74)
  • $64.74 P/E (TTM): 11.24X Cap: $6.57B
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Q: Texas is doing very well - do you have 2 or 3 recommendations for banks/financial institutions centered there? Thanks

Upvote 1

Read Answer Asked by Michael on May 07, 2025

• Propel Holdings Inc. (PRL $18.39)
  • $18.39 P/E (TTM): 9.11X Cap: $723M
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Q: Could you please comments on the results and dividend raise.

Do you think, this earnings report is good enough to remove the recent overhang on the stock ?

Thank You

Upvote 22

Read Answer Asked by rajeev on May 07, 2025

• Celestica Inc. (CLS $370.50)
  • $370.50 P/E (TTM): 37.14X Cap: $42.59B
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Q: I'm interested in initiating a position in CLS. What are your thoughts are the current evaluation? What would be the case for initiating a position today vs. potential detractors?

Upvote 9

Read Answer Asked by Kyle on May 07, 2025

• Intact Financial Corporation (IFC $259.07)
  • $259.07 P/E (TTM): 13.93X Cap: $46B
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Q: Please comments on the Intact Financial earnings.

Are you concerned about the performance in UK&I ?

Stock has been very strong, going into earnings. Do you see more room to run ?

Thank You

Upvote 12

Read Answer Asked by rajeev on May 07, 2025

• Palantir Technologies Inc. (PLTR $152.72)
  • $152.72 P/E (TTM): 239.6X Cap: $365.10B
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Q: Searched but didn't see earnings comments. Your assessment please.

Upvote 3

Read Answer Asked by Joel on May 07, 2025

• Brookfield Asset Management Inc Class A Limited (BAM $43.72)
  • $43.72 P/E (TTM): 28.87X Cap: $71.42B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.79)
  • $59.79 P/E (TTM): 28.87X Cap: $97.94B
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Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?

Upvote 10

Read Answer Asked by André on May 06, 2025

• Intact Financial Corporation (IFC $259.07)
  • $259.07 P/E (TTM): 13.93X Cap: $46B
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Q: Could you please provide street estimates for IFC. Thank You

Upvote 4

Read Answer Asked by rajeev on May 06, 2025

• Alphabet Inc. (GOOG $304.42)
  • $304.42 P/E (TTM): 27.89X Cap: $3.69T
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• iShares Russell 2000 Growth ETF (IWO $318.62)
  • $318.62 P/E (TTM): 22.36X Cap: $12.47B
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Q: Hello, I am considered by 5i's report to be an Alpha Balanced Investor. I am 61 and planning to pull back to consult part time. I have an investment portfolio managed by a broker and have set aside $115K in non-registered funds and $11K in registered funds . Can you please recommend the ETFS and stocks that you would recommend for a. non-registered and b. registered $? Please feel free to take two questions from my balance if appropriate. Also, I am to run this thru dollar cost averaging, what would you recommend in terms of % and frequency to invest the full amount? Thx

Upvote 7

Read Answer Asked by Kathryn on May 06, 2025

• Topicus.com Inc. (TOI $97.61)
  • $97.61 P/E (TTM): 310.55X Cap: $12.77B
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Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal

Upvote 9

Read Answer Asked by cal on May 06, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.94)
  • $26.94 P/E (TTM): 45.21X Cap: $3.81B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.45)
  • $18.45 P/E (TTM): 5.13X Cap: $813M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.89)
  • $22.89 Cap: $6.98B
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Q: What type of bond funds are best to invest in right now? Long term duration or short term, funds or can I buy individual bonds? Could you make recommendations for investing in todays market for the bond side of portfolio. I would prefer to make a 4-5% dividend but don't know if that is possible. Thank you!

Upvote 8

Read Answer Asked by Pat on May 06, 2025

• Expedia Group Inc. (EXPE $231.46)
  • $231.46 P/E (TTM): 23.37X Cap: $28.36B
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• United Rentals Inc. (URI $743.13)
  • $743.13 P/E (TTM): 19.09X Cap: $46.81B
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• Celestica Inc. (CLS $370.50)
  • $370.50 P/E (TTM): 37.14X Cap: $42.59B
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• Shift4 Payments Inc. Class A (FOUR $44.60)
  • $44.60 P/E (TTM): 61.99X Cap: $3.62B
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• Propel Holdings Inc. (PRL $18.39)
  • $18.39 P/E (TTM): 9.11X Cap: $723M
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• D2L Inc. Subordinate Voting Shares (DTOL $8.91)
  • $8.91 P/E (TTM): 11.9X Cap: $487M
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Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...

Upvote 26

Read Answer Asked by dan on May 06, 2025

• Toromont Industries Ltd. (TIH $199.80)
  • $199.80 P/E (TTM): 32.56X Cap: $16.27B
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• TFI International Inc. (TFII $139.13)
  • $139.13 P/E (TTM): 36.11X Cap: $11.42B
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Q: Why would I want to hold these in the current economic conditions? If things change can they reach highs again or do you predict further downward movement? Appreciate your insight.

Upvote 9

Read Answer Asked by Neil on May 06, 2025

• Miscellaneous (MISC)
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Q: Thanks for your RRSP & LIRA information

Please advise how do I check which CDN dividend stocks are eligible. I am in Ontario.

1) Currently I own TD, BNS do they qualify.
2) Do all the stocks in Income portfolio qualify
3) Please share few examples or website that has the list of stocks.


Your answer ( If a Canadian owns ONLY Canadian dividend stocks with eligible dividends, they can earn $48,000 or so completely tax free (the amount varies by province)

Thanks for your support and advice

Upvote 3

Read Answer Asked by Hector on May 06, 2025

• Starbucks Corporation (SBUX $97.82)
  • $97.82 P/E (TTM): 82.63X Cap: $111.44B
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• Chipotle Mexican Grill Inc. (CMG $34.08)
  • $34.08 P/E (TTM): 28.53X Cap: $44.38B
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Q: I sold SBUX to take a capital loss and bought CMG as a proxy. After comparing growth projections and balance sheets I am wondering if I should bother buying back Starbucks after 30 days or just keep Chipotle. SBUX looks cheaper but maybe cheap for a reason. Can you please compare the two and provide your thoughts as to which one would be better for a long term hold?

Upvote 3

Read Answer Asked by Stefan on May 06, 2025

Q: I would like to use the Norbert's gambit to convert a significant amount of USD to CAD. What would you suggest (stock, ETF, other) to use for the transactions?

Upvote 10

Read Answer Asked by jacques on May 06, 2025

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: what do you think of the deal on the table. Are shareholders getting fair value?

Upvote 6

Read Answer Asked by wayne on May 06, 2025

• Genius Sports Limited (GENI $5.20)
  • $5.20 Cap: $1.24B
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Q: Can I get your thoughts on Genius Sports latest quarter? They beat top and bottom, reaffirmed 2025 guidance, and yet it is trading down 10% premarket. Was market expecting something bigger?

Upvote 4

Read Answer Asked by Neil on May 06, 2025

• Intuitive Surgical Inc. (ISRG $483.46)
  • $483.46 P/E (TTM): 59.99X Cap: $171.69B
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• Abbott Laboratories (ABT $109.95)
  • $109.95 P/E (TTM): 29.04X Cap: $191.49B
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• Becton Dickinson and Company (BDX $160.27)
  • $160.27 P/E (TTM): 26.04X Cap: $45.63B
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• Boston Scientific Corporation (BSX $69.79)
  • $69.79 P/E (TTM): 35.63X Cap: $103.56B
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• iShares U.S. Medical Devices ETF (IHI $55.54)
  • $55.54 P/E (TTM): 29.95X Cap: $3.32B
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Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!

Upvote 8

Read Answer Asked by Neil on May 06, 2025

• Alphabet Inc. (GOOG $304.42)
  • $304.42 P/E (TTM): 27.89X Cap: $3.69T
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• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 36.79X Cap: $4.45T
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• CrowdStrike Holdings Inc. (CRWD $423.84)
  • $423.84 Cap: $107.49B
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• Palantir Technologies Inc. (PLTR $152.72)
  • $152.72 P/E (TTM): 239.6X Cap: $365.10B
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Q: Can you provide a list of US companies YOU hold? Please list them in order of weighting size ? 1) being the largest

Are you looking to add/sell any? Which US stocks are currently on your watch list?

Thank you

Upvote 23

Read Answer Asked by Nick on May 06, 2025

• Constellation Software Inc. (CSU $2,562.50)
  • $2,562.50 P/E (TTM): 76.65X Cap: $54.30B
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• Topicus.com Inc. (TOI $97.61)
  • $97.61 P/E (TTM): 310.55X Cap: $12.77B
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• Lumine Group Inc. (LMN $24.67)
  • $24.67 P/E (TTM): 97.04X Cap: $6.33B
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Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?

Upvote 16

Read Answer Asked by Don on May 06, 2025