Investment Q&A

• BMO S&P 500 Index ETF (ZSP $100.72)
  • $100.72 P/E (TTM): 25.46X Cap: $21.28B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.88)
  • $52.88 P/E (TTM): 18.27X Cap: $26.15B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $48.25)
  • $48.25 P/E (TTM): 18.08X Cap: $21.25B
  • View XIU Profile
  • View Questions on XIU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.19)
  • $44.19 P/E (TTM): 1.18X Cap: $8.96B
  • View VIU Profile
  • View Questions on VIU
• State Street SPDR S&P 500 ETF Trust (SPY $672.94)
  • $672.94 P/E (TTM): 26.17X Cap: $693.15B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $601.95)
  • $601.95 P/E (TTM): 30.22X Cap: $395.94B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $108.91)
  • $108.91 P/E (TTM): 31.86X Cap: $1.89B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares Core Equity ETF Portfolio (XEQT $40.25)
  • $40.25 P/E (TTM): 13.01X Cap: $14.76B
  • View XEQT Profile
  • View Questions on XEQT
• BMO All-Equity ETF (ZEQT $20.54)
  • $20.54 P/E (TTM): 20.26X Cap: $590M
  • View ZEQT Profile
  • View Questions on ZEQT

Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Upvote 14

Read Answer Asked by Kathryn on July 03, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $114.88)
  • $114.88 Cap: $13.61B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $83.28)
  • $83.28 P/E (TTM): 60.36X Cap: $9.38B
  • View GRGD Profile
  • View Questions on GRGD

Q: What do you think of women's clothing maker Groupe Dynamite (GRGD)? The sales and profit growth looks pretty good. Stock isn't cheap, though, at about 25 times earnings. I figure you prefer Aritzia, but would GRGD be a decent addition to a small cap portfolio?

Upvote 1

Read Answer Asked by Dan on July 03, 2025

• Kraken Robotics Inc. (PNG $8.48)
  • $8.48 P/E (TTM): 152.5X Cap: $2.70B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.40)
  • $5.40 P/E (TTM): 410.0X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $3.81)
  • $3.81 Cap: $368M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Uber Technologies Inc. (UBER $74.99)
  • $74.99 P/E (TTM): 16.21X Cap: $155.26B
  • View UBER Profile
  • View Questions on UBER
• Datadog Inc. (DDOG $122.99)
  • $122.99 P/E (TTM): 381.71X Cap: $43.29B
  • View DDOG Profile
  • View Questions on DDOG

Q: hi 5i, Are these two OK to buy today? for 3 years hold
thanks

Upvote 3

Read Answer Asked by Fernando on July 03, 2025

• NextEra Energy Inc. (NEE $90.62)
  • $90.62 P/E (TTM): 28.06X Cap: $189.87B
  • View NEE Profile
  • View Questions on NEE
• Vistra Corp. (VST $166.08)
  • $166.08 P/E (TTM): 74.94X Cap: $56.40B
  • View VST Profile
  • View Questions on VST
• Constellation Energy Corporation (CEG $328.56)
  • $328.56 P/E (TTM): 43.63X Cap: $120.20B
  • View CEG Profile
  • View Questions on CEG

Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?

Upvote 10

Read Answer Asked by Charles on July 03, 2025

Q: A promotion of Schaffer. Pls give an analyisis & opinion.Tks in advance

Upvote 1

Read Answer Asked by WIB on July 03, 2025

• Alphabet Inc. (GOOG $297.81)
  • $297.81 P/E (TTM): 28.07X Cap: $3.66T
  • View GOOG Profile
  • View Questions on GOOG
• Brookfield Corporation Class A Limited Voting Shares (BN $55.73)
  • $55.73 P/E (TTM): 86.9X Cap: $130.38B
  • View BN Profile
  • View Questions on BN

Q: What would be your American and Ca. company for growth?

Upvote 23

Read Answer Asked by Lorraine on July 03, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.40)
  • $55.40 P/E (TTM): 4.55X Cap: $30.64B
  • View RCI.B Profile
  • View Questions on RCI.B

Q: I had a good run for month with Rogers com. Rci.b. in registered account would you think switching to telus is a good opportunity?
Thank you.

Upvote 4

Read Answer Asked by francois on July 03, 2025

• Zedcor Inc. (ZDC $5.40)
  • $5.40 P/E (TTM): 410.0X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $3.81)
  • $3.81 Cap: $368M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $8.33)
  • $8.33 P/E (TTM): 161.76X Cap: $537M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Upvote 16

Read Answer Asked by Richard on July 03, 2025

• Booking Holdings Inc. (BKNG $4,499.14)
  • $4,499.14 P/E (TTM): 25.6X Cap: $146.11B
  • View BKNG Profile
  • View Questions on BKNG
• Novo Nordisk A/S (NVO $38.39)
  • $38.39 P/E (TTM): 10.52X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• RTX Corporation (RTX $204.81)
  • $204.81 P/E (TTM): 42.1X Cap: $273.63B
  • View RTX Profile
  • View Questions on RTX
• Select STOXX Europe Aerospace & Defense ETF (EUAD $43.87)
  • $43.87 P/E (TTM): 211.93X Cap: $1.37B
  • View EUAD Profile
  • View Questions on EUAD

Q: My NOVO holdings are down significantly and I’m considering moving on to either BKNG, RTX or EUAD. On a scale of 1- 10 (low to high) please rate all four (ie. including NOVO) for both growth and risk, for a five year hold. Thank you.

Upvote 4

Read Answer Asked by David on July 03, 2025

Q: Would you please suggest a couple of stocks for Financials, Industrials, and Energy for aa 2 years hold, Thank you!

Upvote 7

Read Answer Asked by Fernando on July 03, 2025

• Parkit Enterprise Inc. (PKT $0.65)
  • $0.65 P/E (TTM): 8.86X Cap: $138M
  • View PKT Profile
  • View Questions on PKT

Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Upvote 1

Read Answer Asked by Charles on July 03, 2025

• Aegon Ltd. New York Registry Shares (AEG $6.94)
  • $6.94 Cap: $14.20B
  • View AEG Profile
  • View Questions on AEG

Q: Peter and His Wonder Team
AEG has done well lately. I bought it several years ago as a contrarian play when it was out of favour. So I am up and wondering if I should take my profit. I remember the saying that bulls make money, bears make money but pigs get slaughtered...if you know what I mean.Ha! Ha! So do you think there is any further upside or has it run the course? Thanks as always!

Upvote 1

Read Answer Asked by Ernest on July 03, 2025

• lululemon athletica inc. (LULU $166.32)
  • $166.32 P/E (TTM): 12.05X Cap: $19.42B
  • View LULU Profile
  • View Questions on LULU
• RH (RH $144.87)
  • $144.87 P/E (TTM): 27.6X Cap: $3.11B
  • View RH Profile
  • View Questions on RH
• Crocs Inc. (CROX $83.07)
  • $83.07 Cap: $4.18B
  • View CROX Profile
  • View Questions on CROX

Q: Good morning 5i team!

Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?

Thanks as always.

Dave

Upvote 3

Read Answer Asked by David on July 03, 2025

• Sprott Inc. (SII $219.71)
  • $219.71 P/E (TTM): 24.12X Cap: $5.63B
  • View SII Profile
  • View Questions on SII

Q: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks

Upvote 3

Read Answer Asked by Kolbi on July 03, 2025

• iShares Canadian Growth Index ETF (XCG $67.30)
  • $67.30 P/E (TTM): 29.94X Cap: $161M
  • View XCG Profile
  • View Questions on XCG
• iShares Core Canadian Universe Bond Index ETF (XBB $28.13)
  • $28.13 P/E (TTM): 14.62X Cap: $9.82B
  • View XBB Profile
  • View Questions on XBB
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $65.38)
  • $65.38 P/E (TTM): 54.87X Cap: $701M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.38)
  • $43.38 P/E (TTM): 16.81X Cap: $1.15B
  • View CDZ Profile
  • View Questions on CDZ
• iShares S&P/TSX SmallCap Index ETF (XCS $34.80)
  • $34.80 P/E (TTM): 15.16X Cap: $241M
  • View XCS Profile
  • View Questions on XCS
• Cashbox Ventures Ltd. (CBOX.X)
  • Cap: $3M
  • View CBOX.X Profile
  • View Questions on CBOX.X

Q: Seeking 5i advice regarding investing approx. $600,000 into Canadian ETFS for income and balanced approach. Considering TD Canadian Equity Index, for perhaps $100,000..
Could I please have your recommendation for the remaining amount.
Thanks in advance for your help
Rick

Upvote 6

Read Answer Asked by Rick on July 03, 2025

• Meren Energy Inc. (MER $2.21)
  • $2.21 Cap: $1.48B
  • View MER Profile
  • View Questions on MER

Q: What is your view on this producer/explorer with a 12% dividend.
How does the balance sheet look.

Thank you

Upvote 3

Read Answer Asked by JACK on July 03, 2025

• Topicus.com Inc. (TOI $105.83)
  • $105.83 P/E (TTM): 311.74X Cap: $13.72B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Any thoughts on the topicus loan.Is it a sizable loan?

Thx

Upvote 8

Read Answer Asked by blake on July 03, 2025

• Amazon.com Inc. (AMZN $214.60)
  • $214.60 P/E (TTM): 30.24X Cap: $2.35T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $987.55)
  • $987.55 P/E (TTM): 69.96X Cap: $436.13B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $297.81)
  • $297.81 P/E (TTM): 28.07X Cap: $3.66T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $480.43)
  • $480.43 P/E (TTM): 63.68X Cap: $176.39B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $410.13)
  • $410.13 P/E (TTM): 25.34X Cap: $3.04T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.45)
  • $182.45 P/E (TTM): 37.36X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,499.14)
  • $4,499.14 P/E (TTM): 25.6X Cap: $146.11B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $286.65)
  • $286.65 P/E (TTM): 14.96X Cap: $791.71B
  • View JPM Profile
  • View Questions on JPM
• Tesla Inc. (TSLA $396.11)
  • $396.11 P/E (TTM): 375.87X Cap: $1.52T
  • View TSLA Profile
  • View Questions on TSLA
• Palantir Technologies Inc. (PLTR $153.58)
  • $153.58 P/E (TTM): 243.16X Cap: $364.98B
  • View PLTR Profile
  • View Questions on PLTR

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Upvote 34

Read Answer Asked by Fernando on July 03, 2025

• First Solar Inc. (FSLR $191.22)
  • $191.22 P/E (TTM): 13.88X Cap: $20.58B
  • View FSLR Profile
  • View Questions on FSLR
• Canadian Solar Inc. (CSIQ $16.29)
  • $16.29 Cap: $1.18B
  • View CSIQ Profile
  • View Questions on CSIQ
• Plug Power Inc. (PLUG $2.21)
  • $2.21 Cap: $3.19B
  • View PLUG Profile
  • View Questions on PLUG
• Clearway Energy Inc. Class C (CWEN $37.40)
  • $37.40 P/E (TTM): 16.32X Cap: $7.67B
  • View CWEN Profile
  • View Questions on CWEN
• Enphase Energy Inc. (ENPH $40.06)
  • $40.06 P/E (TTM): 33.07X Cap: $5.39B
  • View ENPH Profile
  • View Questions on ENPH
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.03)
  • $53.03 Cap: $7.98B
  • View BEPC Profile
  • View Questions on BEPC

Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J

Upvote 3

Read Answer Asked by Jerry on July 03, 2025