Investment Q&A

• Miscellaneous (MISC)
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Q: Hi All at 5i!
Every dark cloud has a silver lining. So, considering Trump‘s insane tariffs and their effects, there will be people making money. What investments, stocks or otherwise, might see a growth in business??
Cheers,
Tamara

Upvote 14

Read Answer Asked by Tamara on March 05, 2025

• Granite Real Estate Investment Trust (GRT.UN $76.02)
  • $76.02 P/E (TTM): 15.21X Cap: $4.76B
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Q: Can you please recommend a couple of REITs that you feel good about so I that I could include in my portfolio. Can you please give a brief explanation of why these will make a good investment.

Upvote 7

Read Answer Asked by Bashir on March 05, 2025

Q: Hi 5I
Pls comment on canap from altian trust as an investment. Is it also available from other sources.Tks in advance

Upvote 1

Read Answer Asked by WIB on March 05, 2025

• Duolingo Inc. (DUOL $340.59)
  • $340.59 P/E (TTM): 182.43X Cap: $15.61B
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Q: Every broker has issues, and Interactive Brokers has many. Given they also charge a commission and there are now multiple choices among Canadian Brokers for zero commission, including a bonus for transferring, I’ve finally moved my acct. Also the founder of Interactive Brokers is a very wealthy Trump supporter, so there's that as well.

Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?

Upvote 2

Read Answer Asked by Mark on March 05, 2025

• Savaria Corporation (SIS $21.32)
  • $21.32 P/E (TTM): 30.25X Cap: $1.52B
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• Real Matters Inc. (REAL $5.29)
  • $5.29 P/E (TTM): 197.12X Cap: $389M
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Q: Hello 5i, on a scale of 1-10, 1= little tariff impact, 10= big tariff impact, stay away from, how would you rate these 2 companies?
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris

Upvote 5

Read Answer Asked by Chris on March 05, 2025

• Hydro One Limited (H $50.73)
  • $50.73 P/E (TTM): 24.99X Cap: $30.46B
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Q: Hi,

Thanks for all your great advice. I particularly enjoyed your recent piece called: "5 inane U.S. policy moves that are spooking investors."

My question is:

If Premier Ford follows through on his 25% tariff on energy exports from Ontario (especially electricity), or even halts those exports, how will that likely impact Hydro One’s stock? Today (March 4) it is up almost 2%.

Thanks again, Michael

Upvote 5

Read Answer Asked by Michael on March 05, 2025

• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.74B
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• TFI International Inc. (TFII $116.32)
  • $116.32 P/E (TTM): 19.98X Cap: $9.94B
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• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.40B
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• EQB Inc. (EQB $102.22)
  • $102.22 P/E (TTM): 10.41X Cap: $3.89B
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• Propel Holdings Inc. (PRL $34.52)
  • $34.52 P/E (TTM): 18.38X Cap: $1.34B
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Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?

Thank you
Tim

Upvote 25

Read Answer Asked by Timothy on March 05, 2025

• Royal Bank of Canada (RY $183.87)
  • $183.87 P/E (TTM): 19.72X Cap: $259.17B
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• Toronto-Dominion Bank (The) (TD $100.78)
  • $100.78 P/E (TTM): 10.31X Cap: $173.59B
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• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $95.94B
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• Canadian National Railway Company (CNR $128.52)
  • $128.52 P/E (TTM): 17.54X Cap: $80.22B
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• Suncor Energy Inc. (SU $53.45)
  • $53.45 P/E (TTM): 11.58X Cap: $65.61B
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• Enbridge Inc. (ENB $65.47)
  • $65.47 P/E (TTM): 22.74X Cap: $142.72B
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• Canadian Natural Resources Limited (CNQ $41.20)
  • $41.20 P/E (TTM): 11.68X Cap: $86.24B
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• Canadian Pacific Kansas City Limited (CP $102.70)
  • $102.70 P/E (TTM): 23.0X Cap: $95.83B
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• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $101.75B
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• Pembina Pipeline Corporation (PPL $49.32)
  • $49.32 P/E (TTM): 15.96X Cap: $28.65B
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• Alimentation Couche-Tard Inc. (ATD $69.94)
  • $69.94 P/E (TTM): 18.79X Cap: $66.30B
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• Brookfield Corporation Class A Limited Voting Shares (BN $88.70)
  • $88.70 P/E (TTM): 232.14X Cap: $146.13B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.65)
  • $84.65 P/E (TTM): 44.29X Cap: $135.98B
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Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim

Upvote 32

Read Answer Asked by Timothy on March 05, 2025

Q: Hi 5i, in your response to Julie's question today on the economy can you provide key VIX and market levels, bond and stock, that would get you excited to deploy capital? Thx.

Upvote 28

Read Answer Asked by Christopher on March 04, 2025

Q: Now that tariffs are here, and Trump is playing hardball with Ukraine and the world, can you provide thoughts on what you think the markets, US and Canadian separately, will do? How far percentage wise might each drop? Looking for time horizons of up to 3 months, a year and then beyond. Realize this is new territory but 5i should have opinions.

Upvote 20

Read Answer Asked on March 04, 2025

• ARC Resources Ltd. (ARX $27.46)
  • $27.46 P/E (TTM): 6.43X Cap: $16.06B
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• Tourmaline Oil Corp. (TOU $57.93)
  • $57.93 P/E (TTM): 14.49X Cap: $21.68B
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Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn

Upvote 3

Read Answer Asked by Glenn on March 04, 2025

• Tamarack Valley Energy Ltd. (TVE $5.32)
  • $5.32 P/E (TTM): 11.36X Cap: $2.69B
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Q: Hi team,
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean

Upvote 3

Read Answer Asked by Jean on March 04, 2025

• iShares Premium Money Market ETF (CMR $50.06)
  • $50.06 Cap: $1.94B
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• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 Cap: $6.81B
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• Global X 0-3 Month T-Bill ETF (CBIL $50.04)
  • $50.04 Cap: $1.72B
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Q: Hello I am 72 and fully invested in CDN and US equities. I am concerned about a bear market or a correction, and would like to reduce my equity risk.
Say for $250K , how would you invest between CASH, T-Bills, GIC, Bond ETF?
What are you suggestions?
Thanks
Carlo

Upvote 14

Read Answer Asked by Carlo on March 04, 2025

• Live Nation Entertainment Inc. (LYV $154.47)
  • $154.47 P/E (TTM): 51.91X Cap: $36.21B
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• Copart Inc. (CPRT $46.69)
  • $46.69 P/E (TTM): 30.38X Cap: $45.14B
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Q: Hello Team,

What are your thoughts on these two companies and which would be you favor if either as a strong compounder going forward?

Thanks,
Barry

Upvote 3

Read Answer Asked by Barry on March 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.76)
  • $39.76 P/E (TTM): 20.98X Cap: $6.42B
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Q: Would VIU be a good proxy for global exposure without North America?

Upvote 5

Read Answer Asked by Gregory on March 04, 2025

• iShares Core S&P 500 Index ETF (XUS $54.47)
  • $54.47 P/E (TTM): 80.15X Cap: $9.25B
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• Invesco S&P 500 Equal Weight ETF (RSP $182.58)
  • $182.58 P/E (TTM): 45.26X Cap: $71.55B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $38.18)
  • $38.18 P/E (TTM): 45.24X Cap: $1.39B
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Q: Is there an ETF of the S&P 500 without the 35% tech component?

Upvote 4

Read Answer Asked by Steven on March 04, 2025

• Celestica Inc. (CLS $282.29)
  • $282.29 P/E (TTM): 46.48X Cap: $32.46B
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Q: Is this a massive buying opportunity opportunity for CLS? Should we expect it to bounce back irregardless of tariffs?

Upvote 6

Read Answer Asked by Rob on March 04, 2025

• Genius Sports Limited (GENI $12.52)
  • $12.52 Cap: $3B
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Q: What are your thoughts on GENI earnings. Do you consider stepping in or wait until Tariff issues are resolved.

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on March 04, 2025

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: Kxs traded higher on good volume on a day most everything else was down. After seeing the recent Earnings are you more comfortable holding this company? Also what is the current forward P/E ?

Upvote 4

Read Answer Asked by Harry on March 04, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $17.22)
  • $17.22 Cap: $2.20B
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• illumin Holdings Inc. (ILLM $1.55)
  • $1.55 Cap: $80M
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Q: Is ALLIED PPTy.is this a good reit.i have had it for 2 yrs and only down 4.70%. i also have ILLM HOLDINGS @ 5.10. I see Lumine mentioned often in questions are they related companies and what is 5i views let it go as a loser and buy something producing dividends I was thinking CAR.un as a substitute and additional reit. TKs

Upvote 1

Read Answer Asked by Guy on March 04, 2025