Investment Q&A

• Bank of Nova Scotia (The) (BNS $103.35)
  • $103.35 P/E (TTM): 25.56X Cap: $127.56B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• TELUS Corporation (T $18.52)
  • $18.52 P/E (TTM): 25.83X Cap: $29.19B
  • View T Profile
  • View Questions on T
• Pembina Pipeline Corporation (PPL $61.21)
  • $61.21 P/E (TTM): 21.18X Cap: $34.84B
  • View PPL Profile
  • View Questions on PPL
• Canadian Utilities Limited Class A Non-Voting Shares (CU $47.01)
  • $47.01 P/E (TTM): 23.65X Cap: $12.94B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $69.98)
  • $69.98 P/E (TTM): 18.95X Cap: $21.50B
  • View EMA Profile
  • View Questions on EMA
• Allied Properties Real Estate Investment Trust (AP.UN $9.64)
  • $9.64 P/E (TTM): 7.1X Cap: $1.21B
  • View AP.UN Profile
  • View Questions on AP.UN
• Capital Power Corporation (CPX $63.41)
  • $63.41 P/E (TTM): 22.01X Cap: $9.96B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Cogeco Communications Inc. Subordinate Voting Shares (CCA $72.59)
  • $72.59 P/E (TTM): 9.44X Cap: $3.06B
  • View CCA Profile
  • View Questions on CCA
• Enghouse Systems Limited (ENGH $17.73)
  • $17.73 P/E (TTM): 12.77X Cap: $967M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Gibson Energy Inc. (GEI $29.53)
  • $29.53 P/E (TTM): 22.79X Cap: $5.04B
  • View GEI Profile
  • View Questions on GEI
• Granite Real Estate Investment Trust (GRT.UN $90.93)
  • $90.93 P/E (TTM): 43.47X Cap: $5.57B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Magna International Inc. (MG $86.21)
  • $86.21 P/E (TTM): 17.63X Cap: $24.23B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Exchange Income Corporation (EIF $105.42)
  • $105.42 P/E (TTM): 37.07X Cap: $6.10B
  • View EIF Profile
  • View Questions on EIF
• CT Real Estate Investment Trust (CRT.UN $17.13)
  • $17.13 P/E (TTM): 133.38X Cap: $4.09B
  • View CRT.UN Profile
  • View Questions on CRT.UN
• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
  • View FN Profile
  • View Questions on FN
• Cogeco Inc. Subordinate Voting Shares (CGO $73.85)
  • $73.85 P/E (TTM): 8.3X Cap: $709M
  • View CGO Profile
  • View Questions on CGO

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Upvote 14

Read Answer Asked by David on July 28, 2025

• TFI International Inc. (TFII $162.60)
  • $162.60 P/E (TTM): 40.73X Cap: $13.38B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Any news behind the 5%+ gain on Friday. Stock has slowly gained back some of its losses since reporting a horrible Q4 2024 where management spelled out severe impact of freight recession and loss of market share. I have been patiently waiting for a better price to exit. What would you do ahead of Q2 results?

Upvote 5

Read Answer Asked by Keith on July 27, 2025

• Broadcom Inc. (AVGO $317.34)
  • $317.34 P/E (TTM): 69.55X Cap: $1.51T
  • View AVGO Profile
  • View Questions on AVGO
• TerraVest Industries Inc. (TVK $147.74)
  • $147.74 Cap: $3.18B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Kraken Robotics Inc. (PNG $9.14)
  • $9.14 P/E (TTM): 133.83X Cap: $2.60B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Hims & Hers Health Inc. Class A (HIMS $16.07)
  • $16.07 P/E (TTM): 29.26X Cap: $3.60B
  • View HIMS Profile
  • View Questions on HIMS
• Propel Holdings Inc. (PRL $20.92)
  • $20.92 P/E (TTM): 9.8X Cap: $826M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Skyward Specialty Insurance Group Inc. (SKWD $49.09)
  • $49.09 P/E (TTM): 13.99X Cap: $1.85B
  • View SKWD Profile
  • View Questions on SKWD
• Nebius Group N.V. (NBIS $90.07)
  • $90.07 Cap: $21.71B
  • View NBIS Profile
  • View Questions on NBIS
• Rocket Lab Corporation (RKLB $70.36)
  • $70.36 Cap: $39.21B
  • View RKLB Profile
  • View Questions on RKLB

Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you

Upvote 24

Read Answer Asked by Nick on July 26, 2025

• T. Rowe Price Value ETF (TVAL $38.17)
  • $38.17 P/E (TTM): 0.06X Cap: $1.73B
  • View TVAL Profile
  • View Questions on TVAL

Q: Please add TVAL to your list. I have purchased 600 shares.
Would appreciate confirmation that this is a Fixed Income Investment

Upvote 2

Read Answer Asked by Gerry on July 26, 2025

• BMO Ultra Short-Term Bond ETF (ZST $49.05)
  • $49.05 Cap: $3.80B
  • View ZST Profile
  • View Questions on ZST

Q: I have 15k in a savings account at my bank, at a very low interest rate. I'm thinking of putting the savings account funds into ZST and get a total return in the 6% range. This would be in a TFSA account. What are your thoughts, maybe ZST.L or another ETF?

Thanks.

Upvote 2

Read Answer Asked by Brian on July 26, 2025

Q: Thoughts on BMNR please.

Upvote 2

Read Answer Asked by Carla on July 26, 2025

Q: What is the Bloomberg U.S. Pure Momentum factor index?

Upvote 6

Read Answer Asked by Carlos on July 25, 2025

Q: Hi 5i
Lidr (AEye) is not in your data base. They just announced the companys flagship lidar system has been integrated into Nvidia's self-driving vehicle-technology platform.
Stock has made a big jump on this news ....
Looking for opinion on this one. Would it hold any interest to 5i going forward.

thx

Upvote 1

Read Answer Asked by jim on July 25, 2025

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $5.77B
  • View PDN Profile
  • View Questions on PDN

Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Upvote 1

Read Answer Asked by Donald on July 25, 2025

• Celestica Inc. (CLS $367.43)
  • $367.43 P/E (TTM): 49.65X Cap: $43.57B
  • View CLS Profile
  • View Questions on CLS

Q: CLS earnings are comming up; I am holding onto a decent gain, do you think the recent stock run up is too excessive ahead of earnings? Would you hold / sell all / trim ahead of earnings ?

Upvote 14

Read Answer Asked by Michael on July 25, 2025

• Axon Enterprise Inc. (AXON $574.88)
  • $574.88 P/E (TTM): 133.58X Cap: $43.60B
  • View AXON Profile
  • View Questions on AXON
• Celestica Inc. (CLS $269.01)
  • $269.01 P/E (TTM): 49.65X Cap: $31.91B
  • View CLS Profile
  • View Questions on CLS
• CrowdStrike Holdings Inc. (CRWD $385.73)
  • $385.73 Cap: $93.77B
  • View CRWD Profile
  • View Questions on CRWD
• Robinhood Markets Inc. (HOOD $78.91)
  • $78.91 P/E (TTM): 29.91X Cap: $68.28B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $90.07)
  • $90.07 Cap: $21.71B
  • View NBIS Profile
  • View Questions on NBIS
• Rocket Lab Corporation (RKLB $70.36)
  • $70.36 Cap: $39.21B
  • View RKLB Profile
  • View Questions on RKLB

Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry

Upvote 28

Read Answer Asked by Terry on July 25, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: When I look at what the insiders are doing on a company which is available on some sites, with the stocks they hold, I see:

Sell post exercise?
Exercise?
Sell;
Award?

Which of these should be concerning? Could you please explain the terminology of the ones above with a question mark.
Thank you.

Upvote 2

Read Answer Asked by Dennis on July 25, 2025

• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 28.63X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $307.43)
  • $307.43 P/E (TTM): 28.83X Cap: $3.77T
  • View GOOG Profile
  • View Questions on GOOG
• Global-E Online Ltd. (GLBE $34.97)
  • $34.97 Cap: $5.91B
  • View GLBE Profile
  • View Questions on GLBE

Q: I currently hold half positions in GOOG and AMZN, and both positions show current gains. I also have a full position in GLBE, which is currently underwater. I'd like to consolidate and wonder what to sell and why. Long term hold and taxes not really a consideration. Many thanks

Upvote 2

Read Answer Asked by alex on July 25, 2025

• Royal Bank of Canada (RY $230.62)
  • $230.62 P/E (TTM): 16.23X Cap: $318.52B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $134.52)
  • $134.52 P/E (TTM): 11.22X Cap: $222.07B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $103.35)
  • $103.35 P/E (TTM): 25.56X Cap: $127.56B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks

Upvote 6

Read Answer Asked by kim on July 25, 2025

• Celestica Inc. (CLS $367.43)
  • $367.43 P/E (TTM): 49.65X Cap: $43.57B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $147.74)
  • $147.74 Cap: $3.18B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $115.93)
  • $115.93 P/E (TTM): 17.76X Cap: $4.21B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Zedcor Inc. (ZDC $5.78)
  • $5.78 P/E (TTM): 420.0X Cap: $584M
  • View ZDC Profile
  • View Questions on ZDC
• Propel Holdings Inc. (PRL $20.92)
  • $20.92 P/E (TTM): 9.8X Cap: $826M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"

Upvote 23

Read Answer Asked by jeff on July 25, 2025

• BMO S&P 500 Index ETF (ZSP $103.29)
  • $103.29 P/E (TTM): 25.46X Cap: $21.38B
  • View ZSP Profile
  • View Questions on ZSP
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.08)
  • $44.08 P/E (TTM): 16.81X Cap: $1.14B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.91)
  • $105.91 Cap: $2.34B
  • View VGG Profile
  • View Questions on VGG
• State Street Financial Select Sector SPDR ETF (XLF $51.56)
  • $51.56 P/E (TTM): 16.77X Cap: $51.22B
  • View XLF Profile
  • View Questions on XLF
• State Street Consumer Staples Select Sector SPDR ETF (XLP $89.15)
  • $89.15 P/E (TTM): 24.94X Cap: $17.67B
  • View XLP Profile
  • View Questions on XLP
• State Street Health Care Select Sector SPDR ETF (XLV $158.95)
  • $158.95 P/E (TTM): 23.97X Cap: $42.47B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $139.88)
  • $139.88 P/E (TTM): 39.24X Cap: $87.51B
  • View XLK Profile
  • View Questions on XLK
• State Street Industrial Select Sector SPDR ETF (XLI $179.08)
  • $179.08 P/E (TTM): 26.42X Cap: $31.55B
  • View XLI Profile
  • View Questions on XLI
• State Street Communication Services Select Sector SPDR ETF (XLC $118.04)
  • $118.04 P/E (TTM): 15.23X Cap: $27.08B
  • View XLC Profile
  • View Questions on XLC
• BMO Nasdaq 100 Equity Index ETF (ZNQ $110.56)
  • $110.56 P/E (TTM): 31.86X Cap: $1.87B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?

Upvote 12

Read Answer Asked by John on July 25, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.58)
  • $199.58 P/E (TTM): 30.07X Cap: $2.33B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!

Upvote 9

Read Answer Asked by Keith on July 25, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.58)
  • $199.58 P/E (TTM): 30.07X Cap: $2.33B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.

Please provide review of results and whether it is still holdable or are there better options.

Thx

Upvote 6

Read Answer Asked by Christopher on July 25, 2025

• lululemon athletica inc. (LULU $179.22)
  • $179.22 P/E (TTM): 12.39X Cap: $20.77B
  • View LULU Profile
  • View Questions on LULU

Q: I have a small position in Lululemon, which has recently become smaller after the downturn in share price. My impression of the most recent quarterly results from the company were that they were not robust, but roughly in line with previous estimates (if slighlty below them). It appears that market sentiment is currently holding the company in disfavour: share price has continued to slide downward after the substantial correction weeks earlier.

Is holding onto this company still a prudent measure, or is it time to cut losses and move onto other opportunities? I would be very happy to read your thoughts on this company. Thanks so much, and I look forward to your response.

Upvote 3

Read Answer Asked by Domenic on July 25, 2025

• Tesla Inc. (TSLA $402.51)
  • $402.51 P/E (TTM): 370.21X Cap: $1.51T
  • View TSLA Profile
  • View Questions on TSLA

Q: Have a very small position in TSLA. Would you add a bit more today?

Upvote 3

Read Answer Asked by George on July 25, 2025