Investment Q&A

• BMO Canadian High Dividend Covered Call ETF (ZWC $19.15)
  • $19.15 P/E (TTM): 27.39X Cap: $1.73B
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• Global X S&P/TSX 60 Covered Call ETF (CNCC $12.90)
  • $12.90 P/E (TTM): 13.56X Cap: $114M
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Q: Hello 5i,
I am curious as to whether or not both of these could be owned or if there is too much overlap. Do you have a strong preference for one over the other? Finally, do you consider one of these to be "safer" than the other?
Many thanks!!
Cheers,
Mike

Upvote 4

Read Answer Asked by Mike on August 06, 2025

• Genius Sports Limited (GENI $12.43)
  • $12.43 Cap: $3.03B
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• Gambling.com Group Limited (GAMB $8.46)
  • $8.46 Cap: $299M
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• Sportradar Group AG (SRAD $31.33)
  • $31.33 Cap: $9.33B
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Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.

Please answer this one after GENI has reported if possible.

Upvote 3

Read Answer Asked by Tim on August 06, 2025

• Vanguard Value ETF (VTV $183.61)
  • $183.61 P/E (TTM): 57.72X Cap: $139.06B
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Q: I noticed that on 5i website the P/E for VTV is 44, while on the Vanguard's page for VTV, the P/E is 19.6. Same on Yahoo Finance. Is the P/E on 5i page a typo or it's a forward P/E?

Upvote 1

Read Answer Asked by Andrew on August 06, 2025

• MDA Space Ltd. (MDA $45.18)
  • $45.18 P/E (TTM): 48.78X Cap: $5.53B
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Q: Can you provide an updated opinion and stock price target for MDA.

Upvote 4

Read Answer Asked by Kim on August 06, 2025

• Brookfield Business Partners L.P. (BBU.UN $38.36)
  • $38.36 Cap: $7.81B
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Q: Comments are earnings please. BBU

Upvote 2

Read Answer Asked by Margot on August 06, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.86)
  • $9.86 P/E (TTM): 14.95X Cap: $666M
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Q: please comment on the first q results. Thanks

Upvote 2

Read Answer Asked by Murray on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.02)
  • $194.02 P/E (TTM): 77.67X Cap: $247B
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Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.

Upvote 12

Read Answer Asked by Aaron on August 06, 2025

• Boyd Group Services Inc. (BYD $223.54)
  • $223.54 P/E (TTM): 258.11X Cap: $4.75B
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Q: Hi

Buy, sell, or hold?

It’s down a lot and I’m leaning to selling half.

Thanks

Upvote 3

Read Answer Asked by Robert on August 06, 2025

• Sun Life Financial Inc. (SLF $81.98)
  • $81.98 P/E (TTM): 14.85X Cap: $46.42B
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• Sun Life Financial Inc. (SLF $59.22)
  • $59.22 P/E (TTM): 14.85X Cap: $33.28B
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Q: SLF--Buyable today and good entry price.Do U favour Slf over MFC , and what are the reasons? Txs for u usual great services & views

Upvote 6

Read Answer Asked by Peter on August 06, 2025

• Nutrien Ltd. (NTR $80.40)
  • $80.40 P/E (TTM): 185.22X Cap: $38.91B
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Q: Hello 5i,

There has been a few questions on why Nutrien was rising. This video shows the effect when China and Russia cut off exports of phosphorous, and now the big surprise that was just announced. We purchased NTR a few months ago and have done well. See the link below for information on a major discovery.

https://www.youtube.com/watch?v=5ktIzM4BGgg

Do you have any comments? Would you consider selling 1/2 or all of NTR based on the new discovery?

Thank you for your help.

D&J

Upvote 4

Read Answer Asked by Jerry on August 06, 2025

• iShares Silver Trust (SLV $34.74)
  • $34.74 Cap: $18.46B
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• SPDR Gold Shares ETF (GLD $308.51)
  • $308.51 Cap: $103.91B
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• VanEck Gold Miners ETF (GDX $59.48)
  • $59.48 P/E (TTM): 66.52X Cap: $17.41B
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• Sprott Physical Gold Trust Unit (PHYS $25.72)
  • $25.72 P/E (TTM): 24.9X Cap: $10.33B
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• Sprott Physical Silver Trust Units (PSLV $12.96)
  • $12.96 Cap: $6.42B
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• iShares Gold Trust (IAU $63.19)
  • $63.19 Cap: $48.62B
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Q: Can you suggest one or two US listed precious metals ETFs?

Upvote 5

Read Answer Asked by Chris on August 06, 2025

• Arista Networks Inc. (ANET $133.80)
  • $133.80 P/E (TTM): 51.56X Cap: $165.94B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on August 06, 2025

• Tidewater Inc. (TDW $60.59)
  • $60.59 P/E (TTM): 14.48X Cap: $2.77B
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Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks

Upvote 1

Read Answer Asked by James on August 06, 2025

• iShares Russell 2000 Growth ETF (IWO $303.15)
  • $303.15 P/E (TTM): 45.65X Cap: $11.97B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $44.21)
  • $44.21 P/E (TTM): 83.32X Cap: $628M
  • View XSU Profile
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• iShares Russell 1000 Growth ETF (IWF $443.67)
  • $443.67 P/E (TTM): 98.77X Cap: $114.47B
  • View IWF Profile
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• iShares Russell Top 200 Growth ETF (IWY $257.37)
  • $257.37 P/E (TTM): 97.9X Cap: $14.55B
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Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?

Upvote 5

Read Answer Asked by Marcela on August 06, 2025

• Equity Residential of Beneficial Interest (EQR $65.09)
  • $65.09 P/E (TTM): 24.61X Cap: $24.54B
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• Digital Realty Trust Inc. (DLR $166.18)
  • $166.18 P/E (TTM): 43.51X Cap: $55.85B
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• Healthpeak Properties (DOC $17.66)
  • $17.66 P/E (TTM): 68.88X Cap: $12B
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Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?

Upvote 1

Read Answer Asked by Mark on August 06, 2025

• Topicus.com Inc. (TOI $171.31)
  • $171.31 P/E (TTM): 79.44X Cap: $14.38B
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• Lumine Group Inc. (LMN $47.99)
  • $47.99 P/E (TTM): 176.19X Cap: $12.23B
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Q: Would you be comfortable adding after latest earnings release ?

Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?

Upvote 11

Read Answer Asked by rajeev on August 06, 2025

• Celestica Inc. (CLS $256.42)
  • $256.42 P/E (TTM): 41.03X Cap: $29.02B
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• Lumine Group Inc. (LMN $47.99)
  • $47.99 P/E (TTM): 176.19X Cap: $12.23B
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Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks

Upvote 16

Read Answer Asked by Patricia on August 06, 2025

• Nebius Group N.V. (NBIS $66.68)
  • $66.68 Cap: $15.75B
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Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.

Size wise no comparison, very small. What’s your take?

Upvote 5

Read Answer Asked by JR on August 06, 2025

• ODDITY Tech Ltd. (ODD $61.08)
  • $61.08 Cap: $3.35B
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Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.

Upvote 1

Read Answer Asked by Paul on August 06, 2025

• kneat.com inc. (KSI $5.63)
  • $5.63 Cap: $507M
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 6

Read Answer Asked by Lai Kuen on August 06, 2025