Investment Q&A

• iShares MSCI Emerging Markets Value Factor ETF (EVLU $29.65)
  • $29.65 P/E (TTM): 6.18X Cap: $8M
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Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.

Upvote 3

Read Answer Asked by Chris on September 26, 2025

• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.23)
  • $23.23 Cap: $6.14B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.43)
  • $100.43 Cap: $132.52B
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• SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.57)
  • $91.57 Cap: $42.10B
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• Global X High Interest Savings ETF (CASH $50.04)
  • $50.04 Cap: $6.73B
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Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?

Upvote 2

Read Answer Asked by Charles on September 26, 2025

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
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Q: With copper doing quite good and these guys for such a good name as a Large Cap producer,just seem to keep walking around into sharp objects,now with this mudslide (terrible tragedy hope there’s no more fatalities)the copper is still there do you think this a buying opportunity and I could add to my position or hold on ….

Upvote 6

Read Answer Asked by Greg on September 26, 2025

• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.26X Cap: $187.41B
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.08X Cap: $110.30B
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Q: In my RIF and TFSA accounts I way overweight BNS, which has performed splendidly, not to mention its attractive dividend. Looking to spread some of the market risk to TD but I'm leery of the other banks as they appear way overpriced by comparison. As an income investor, should I shift to ENB, FTS, EMA for more safety?

Upvote 9

Read Answer Asked by Jean on September 26, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 79.96X Cap: $6.33B
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• Granite Real Estate Investment Trust (GRT.UN $76.20)
  • $76.20 P/E (TTM): 19.95X Cap: $4.61B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.63)
  • $17.63 P/E (TTM): 4.1X Cap: $2.18B
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Q: Citing elevated redemption requests and tighter cash flows, some asset managers are joining a growing list of firms who are warning investors about changes to their real estate funds, which range from limited redemptions to reduced monthly distributions.

For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.

Upvote 3

Read Answer Asked by Ian on September 26, 2025

• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.97)
  • $26.97 P/E (TTM): 32.74X Cap: $107M
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Q: Is there a dividend hold back on companies such as JEPQ that, as in this example, is listed on the Canadian exchange, regardless of which account it is held in?

Thanks

Upvote 1

Read Answer Asked by Donald on September 26, 2025

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
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Q: Thoughts on whether FCX is a buy, sell, or hold. Bought years ago for very low cost and am happy to hold. Can they recover from current issues or is it better to move on? If you suggest moving on, what do you recommend as an alternative? Thank you!

Upvote 1

Read Answer Asked by Neil on September 26, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 101.34X Cap: $135.26B
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $60.25)
  • $60.25 P/E (TTM): 9.72X Cap: $18.36B
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Q: Have been thinking about Chris’s question Sept. 25 regarding these two companies.

So it makes sense to buy BNT because you may have better share appreciation than BN and if you don’t then you can exchange it into the higher priced BN ? Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on September 26, 2025

• Amgen Inc. (AMGN $290.13)
  • $290.13 P/E (TTM): 23.7X Cap: $156.19B
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• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 59.83X Cap: $153.99B
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.29X Cap: $407.19B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 54.48X Cap: $788.86B
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Q: Could I have three US Healthcare names you recommend today please.
Many thanks!

Upvote 3

Read Answer Asked by Issaku on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 19.1X Cap: $1.51B
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• Kraken Robotics Inc. (PNG $5.69)
  • $5.69 P/E (TTM): 94.83X Cap: $1.74B
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• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 350.0X Cap: $626M
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Q: Hello 5i

HPS seems to be in the doldrums and not sure they will recover. I'm thinking of selling full position in HPS and take half position in each of PNG and ZDC. (Both of which I don't currently own)

I have all of them as growth stocks so what's your opinion on this trade idea?

Thanks
Ken

Upvote 12

Read Answer Asked by Kenneth on September 26, 2025

• Aquestive Therapeutics Inc. (AQST $6.54)
  • $6.54 Cap: $618M
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Q: Cramer was on Mad Money talking about a speculative stock Aquestive Therapeutics. What do you think of the company? Do they have a lot of debt? When will Anaphylm get approval? Would you be a buyer? Thank you

Upvote 2

Read Answer Asked by patricia on September 26, 2025

• Dynamic Active Crossover Bond ETF (DXO $19.72)
  • $19.72 Cap: $86M
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• Global X High Interest Savings ETF (CASH $50.04)
  • $50.04 Cap: $6.73B
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Q: Have cash to park for now, what would be the best choice here…or maybe be a mix of both.
Thanks you and have a great day.

Upvote 1

Read Answer Asked by Sonny on September 25, 2025

• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 12.35X Cap: $992M
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Q: Dear 5i
PRL has been steadily going down over the last 6 months . I am beginning to lose patience with this one. Is it a hold , sell or a buy more situation ?
Thanks
Bill C

Upvote 12

Read Answer Asked by Bill on September 25, 2025

Q: I need to deploy about $400K in equities for a 75 year old friend whose instructions are conservative, low beta dividend paying stocks. He already has the usual suspects including the banks, Enbridge, plus FC and a few others. I can always add to his current holdings but RSI says many are stretched at the moment. Any thoughts or recommendations?

Upvote 10

Read Answer Asked by Kim on September 25, 2025

• Capstone Copper Corp. (CS $12.71)
  • $12.71 P/E (TTM): 91.87X Cap: $9.68B
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Q: Capstone was up 11% yesterday. Do you have any details why?
Would it be a good idea to sell half of my position in CS and buy
Lundin mining. (LUN) for diversification.

Thanks

Dave.

Upvote 5

Read Answer Asked by David on September 25, 2025

• Champion Iron Limited Ordinary Shares (CIA $4.30)
  • $4.30 P/E (TTM): 25.9X Cap: $2.29B
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Q: Could you give me your opinion on this stock should I buy now ???.

Jim.

Upvote 2

Read Answer Asked by James on September 25, 2025

Q: Hi

Dick asked a question and you answered but there was no reference to the equities to which he was referring. You said they weren't SELLS.

Can you share what companies he was asking about?

This happens everyone once in a while. Is that because people aren't including the ticker symbol in the subject line?

Thanks
Robert

Upvote 8

Read Answer Asked by Robert on September 25, 2025

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.32X Cap: $2.86T
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• United Rentals Inc. (URI $950.03)
  • $950.03 P/E (TTM): 24.61X Cap: $61.12B
  • View URI Profile
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• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 173.85X Cap: $55.19B
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• Medpace Holdings Inc. (MEDP $501.22)
  • $501.22 P/E (TTM): 37.27X Cap: $14.08B
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• Oklo Inc. Class A (OKLO $147.16)
  • $147.16 Cap: $21.72B
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• Nebius Group N.V. (NBIS $129.58)
  • $129.58 Cap: $30.85B
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Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider

Upvote 8

Read Answer Asked by Bruce on September 25, 2025

• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 54.99X Cap: $39.29B
  • View CLS Profile
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Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Upvote 9

Read Answer Asked by Herm on September 25, 2025

• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 57.15X Cap: $11.48B
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Q: Hi, at what point would you start nibbling away at DSG? It seems to me to be victim of the AI-software concerns (similar to CSU entities). Your prior recent comments were quite favourable after their Q release so I am somewhat surprised/shocked the market has taken this down further. It is nearing a 52 week low.
Given the downward momentum, it may have another 5% to go but it looks to be a compelling buy around $135.
I have owned for years (trimmed along the way) and done well in the past by buying the dips. Is this yet another rare buying opportunity?

Cheers,
Steve

Upvote 9

Read Answer Asked by Stephen on September 25, 2025