Investment Q&A

• Alphabet Inc. (GOOG $303.47)
  • $303.47 P/E (TTM): 28.31X Cap: $3.69T
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• Verizon Communications Inc. (VZ $49.13)
  • $49.13 P/E (TTM): 10.47X Cap: $206.64B
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• Trane Technologies plc (TT $469.66)
  • $469.66 P/E (TTM): 35.85X Cap: $102.97B
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Q: I have half a position in VZ. Am about 15% underwater. If pullback continues should I add to my position or sell now and buy something else. I am a Div investor overall, but like a little growth. any suggestions?

Upvote 3

Read Answer Asked by Pat on April 28, 2025

Q: Can you advise as to how one claims 5i services expense on this year‘s tax return
Ty

Upvote 12

Read Answer Asked by Indra on April 28, 2025

Q: Your thoughts on this etf and its upside potential would be greatly appreciated .

Thanks.

Upvote 2

Read Answer Asked by Donald on April 28, 2025

• NameSilo Technologies Corp. (URL $1.97)
  • $1.97 P/E (TTM): 97.5X Cap: $171M
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Q: Hi, It has been a good 6-9 months for this little stock, which I have as a long-term hold. At this point, do I just let it ride?

Upvote 1

Read Answer Asked by Darren on April 28, 2025

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: What can you tell me about the news release that just came out regarding MND and Alkane Resources ? Is this a good deal for MND ? What value would you place on MND now as a result of this and is it worth holding on to MND for the long term ?

Upvote 1

Read Answer Asked by Pierre on April 28, 2025

• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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Q: hi folks...it appears that Well Health, well/t...now owns 97.47M shares of Healwell, Aidx, or 37%...and have 30.8M MVSs ....am I correct that Well bought the shares for $0.125/shr, and the 30.8M MVSs for $0.01 each (exercisable at $2.50)...if correct...does that not seem like a great deal & execution by mgmt at Well Health....I know they have had lots of stumbles in past, but I am thinking/hoping...that 2025 is breakout year. Am I correct with my figures for Healwell??, & your thoughts, thanks as always, jb Piedmont QC....Go Habs Go hehe

Upvote 12

Read Answer Asked by John on April 25, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $53.09)
  • $53.09 P/E (TTM): 59.82X Cap: $24.34B
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Q: Why is their PE so high? Is AFFO a better way to measure?

Upvote 4

Read Answer Asked by Cory on April 25, 2025

• TerraVest Industries Inc. (TVK $147.79)
  • $147.79 Cap: $3.02B
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Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?

Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).

What price entry point would you say is a good buying opportunity?

Upvote 7

Read Answer Asked by Harrison on April 25, 2025

• Broadcom Inc. (AVGO $333.97)
  • $333.97 P/E (TTM): 68.46X Cap: $1.54T
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• International Business Machines Corporation (IBM $258.79)
  • $258.79 P/E (TTM): 31.31X Cap: $245.25B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.15)
  • $100.15 P/E (TTM): 13.61X Cap: $21.80B
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• Stella-Jones Inc. (SJ $97.66)
  • $97.66 P/E (TTM): 16.2X Cap: $5.42B
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• Topicus.com Inc. (TOI $83.80)
  • $83.80 P/E (TTM): 720.22X Cap: $7.18B
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Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Upvote 9

Read Answer Asked by Leah on April 25, 2025

• MDA Space Ltd. (MDA $37.09)
  • $37.09 P/E (TTM): 41.06X Cap: $4.40B
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Aecon Group Inc. (ARE $36.98)
  • $36.98 P/E (TTM): 360.3X Cap: $2.27B
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Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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Q: When do you expect Well to release first quarter results?

Upvote 4

Read Answer Asked by Robert on April 25, 2025

• Eli Lilly and Company (LLY $1,041.38)
  • $1,041.38 P/E (TTM): 45.32X Cap: $981.09B
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• WSP Global Inc. (WSP $221.94)
  • $221.94 P/E (TTM): 33.08X Cap: $28.89B
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• Novo Nordisk A/S (NVO $49.57)
  • $49.57 P/E (TTM): 13.78X Cap: $363.68B
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Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• WSP Global Inc. (WSP $221.94)
  • $221.94 P/E (TTM): 33.08X Cap: $28.89B
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Q: If CDPQ continues to own 14%, after sale of 1.6% interest and still being the largest shareholder of WSP Global, would you consider the 4% drop as a nice opportunity to add ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $244.54)
  • $244.54 P/E (TTM): 88.5X Cap: $89.66B
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• Nebius Group N.V. (NBIS $97.85)
  • $97.85 Cap: $23.33B
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Q: Which offers the best return over the next 5 years, Nbis or Vrt?

Upvote 10

Read Answer Asked by Terry on April 25, 2025

• AbbVie Inc. (ABBV $233.27)
  • $233.27 P/E (TTM): 176.72X Cap: $409.14B
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• Eli Lilly and Company (LLY $1,041.38)
  • $1,041.38 P/E (TTM): 45.32X Cap: $981.09B
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• Merck & Company Inc. (MRK $121.93)
  • $121.93 P/E (TTM): 16.05X Cap: $301.34B
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Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Upvote 3

Read Answer Asked by Gary on April 25, 2025

• Agnico Eagle Mines Limited (AEM $290.83)
  • $290.83 P/E (TTM): 37.22X Cap: $148.33B
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Q: This Co pays dividend in USD. In a Non Regd account, does it make sense to hold the shares on the USD side or CDN ?

Thank You

Upvote 2

Read Answer Asked by rajeev on April 25, 2025

• Axon Enterprise Inc. (AXON $433.27)
  • $433.27 P/E (TTM): 135.54X Cap: $34.10B
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• Curtiss-Wright Corporation (CW $688.65)
  • $688.65 P/E (TTM): 53.16X Cap: $23.38B
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• Comfort Systems USA Inc. (FIX $1,348.16)
  • $1,348.16 P/E (TTM): 56.67X Cap: $47.19B
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• Construction Partners Inc. (ROAD $136.60)
  • $136.60 P/E (TTM): 61.16X Cap: $7.56B
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• Sterling Infrastructure Inc. (STRL $429.84)
  • $429.84 P/E (TTM): 42.96X Cap: $13.44B
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• IES Holdings Inc. (IESC $505.63)
  • $505.63 P/E (TTM): 30.82X Cap: $10.32B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 67.44X
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• Trane Technologies plc (TT $469.66)
  • $469.66 P/E (TTM): 35.85X Cap: $102.97B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $244.54)
  • $244.54 P/E (TTM): 88.5X Cap: $89.66B
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• WSP Global Inc. (WSP $221.94)
  • $221.94 P/E (TTM): 33.08X Cap: $28.89B
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Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.

Upvote 2

Read Answer Asked on April 25, 2025