Investment Q&A

• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.78X Cap: $2.44T
  • View GOOG Profile
  • View Questions on GOOG
• Verizon Communications Inc. (VZ $44.94)
  • $44.94 P/E (TTM): 10.35X Cap: $189.48B
  • View VZ Profile
  • View Questions on VZ
• Trane Technologies plc (TT $428.79)
  • $428.79 P/E (TTM): 34.04X Cap: $95.41B
  • View TT Profile
  • View Questions on TT

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 $1.41)
  • $1.41 P/E (TTM): 28.2X Cap: $123M
  • View URL Profile
  • View Questions on URL

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
  • View MND Profile
  • View Questions on MND

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 $4.93)
  • $4.93 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $41.65)
  • $41.65 P/E (TTM): 997.99X Cap: $19.20B
  • View BIP.UN Profile
  • View Questions on BIP.UN

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 $141.07)
  • $141.07 P/E (TTM): 34.74X Cap: $3.05B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

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 $294.91)
  • $294.91 P/E (TTM): 114.52X Cap: $1.38T
  • View AVGO Profile
  • View Questions on AVGO
• International Business Machines Corporation (IBM $241.28)
  • $241.28 P/E (TTM): 38.75X Cap: $224.75B
  • View IBM Profile
  • View Questions on IBM
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.92)
  • $131.92 P/E (TTM): 17.16X Cap: $29.60B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Stella-Jones Inc. (SJ $77.96)
  • $77.96 P/E (TTM): 13.02X Cap: $4.30B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Topicus.com Inc. (TOI $165.94)
  • $165.94 P/E (TTM): 81.66X Cap: $13.82B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $44.76)
  • $44.76 P/E (TTM): 51.51X Cap: $5.58B
  • View MDA Profile
  • View Questions on MDA

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 $20.09)
  • $20.09 P/E (TTM): 57.6X Cap: $1.26B
  • View ARE Profile
  • View Questions on ARE

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 $4.93)
  • $4.93 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $703.21)
  • $703.21 P/E (TTM): 56.8X Cap: $665.55B
  • View LLY Profile
  • View Questions on LLY
• WSP Global Inc. (WSP $282.55)
  • $282.55 P/E (TTM): 45.45X Cap: $36.88B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Novo Nordisk A/S (NVO $54.78)
  • $54.78 P/E (TTM): 15.26X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

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 $282.55)
  • $282.55 P/E (TTM): 45.45X Cap: $36.88B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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 $129.05)
  • $129.05 P/E (TTM): 78.89X Cap: $49.27B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $67.19)
  • $67.19 Cap: $15.99B
  • View NBIS Profile
  • View Questions on NBIS

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 $206.19)
  • $206.19 P/E (TTM): 88.28X Cap: $364.24B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $703.21)
  • $703.21 P/E (TTM): 56.8X Cap: $665.55B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $84.93)
  • $84.93 P/E (TTM): 12.27X Cap: $212.13B
  • View MRK Profile
  • View Questions on MRK

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 $180.61)
  • $180.61 P/E (TTM): 41.19X Cap: $90.79B
  • View AEM Profile
  • View Questions on AEM

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 $758.29)
  • $758.29 P/E (TTM): 191.49X Cap: $59.52B
  • View AXON Profile
  • View Questions on AXON
• Curtiss-Wright Corporation (CW $479.75)
  • $479.75 P/E (TTM): 41.66X Cap: $18.71B
  • View CW Profile
  • View Questions on CW
• Comfort Systems USA Inc. (FIX $683.93)
  • $683.93 P/E (TTM): 35.75X Cap: $24.13B
  • View FIX Profile
  • View Questions on FIX
• Construction Partners Inc. (ROAD $111.46)
  • $111.46 P/E (TTM): 79.8X Cap: $6.25B
  • View ROAD Profile
  • View Questions on ROAD
• Sterling Infrastructure Inc. (STRL $276.02)
  • $276.02 P/E (TTM): 30.82X Cap: $8.39B
  • View STRL Profile
  • View Questions on STRL
• IES Holdings Inc. (IESC $324.74)
  • $324.74 P/E (TTM): 33.52X Cap: $6.59B
  • View IESC Profile
  • View Questions on IESC
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 50.75X
  • View HWM.W Profile
  • View Questions on HWM.W
• Trane Technologies plc (TT $428.79)
  • $428.79 P/E (TTM): 34.04X Cap: $95.41B
  • View TT Profile
  • View Questions on TT

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 $129.05)
  • $129.05 P/E (TTM): 78.89X Cap: $49.27B
  • View VRT Profile
  • View Questions on VRT

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 $282.55)
  • $282.55 P/E (TTM): 45.45X Cap: $36.88B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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