Investment Q&A

• Blackstone Inc. (BX $115.33)
  • $115.33 P/E (TTM): 32.58X Cap: $85.59B
  • View BX Profile
  • View Questions on BX
• Kraken Robotics Inc. (PNG $9.25)
  • $9.25 P/E (TTM): 133.83X Cap: $2.83B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Axon Enterprise Inc. (AXON $572.02)
  • $572.02 P/E (TTM): 133.58X Cap: $45.98B
  • View AXON Profile
  • View Questions on AXON
• Nebius Group N.V. (NBIS $91.01)
  • $91.01 Cap: $21.67B
  • View NBIS Profile
  • View Questions on NBIS

Q: Do you consider these stocks as buy/hold/sell and if a buy at what point would you ease into each?
Thank you

Upvote 23

Read Answer Asked by John on November 14, 2025

• BCE Inc. (BCE $35.84)
  • $35.84 P/E (TTM): 5.36X Cap: $33.42B
  • View BCE Profile
  • View Questions on BCE
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $192.80)
  • $192.80 P/E (TTM): 23.05X Cap: $12.07B
  • View CTC.A Profile
  • View Questions on CTC.A
• Capital Power Corporation (CPX $63.43)
  • $63.43 P/E (TTM): 22.01X Cap: $9.86B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Extendicare Inc. (EXE $26.43)
  • $26.43 P/E (TTM): 24.01X Cap: $2.49B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE
• North West Company Inc. (The) (NWC $55.96)
  • $55.96 P/E (TTM): 19.3X Cap: $2.66B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Alimentation Couche-Tard Inc. (ATD $82.26)
  • $82.26 P/E (TTM): 22.84X Cap: $76.15B
  • View ATD Profile
  • View Questions on ATD

Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?

Upvote 5

Read Answer Asked by David on November 14, 2025

• Freehold Royalties Ltd. (FRU $17.65)
  • $17.65 P/E (TTM): 21.58X Cap: $2.89B
  • View FRU Profile
  • View Questions on FRU

Q: What is their % split for revenue between oil and gas.

Upvote 3

Read Answer Asked by Tim on November 14, 2025

• CECO Environmental Corp. (CECO $57.81)
  • $57.81 P/E (TTM): 54.7X Cap: $2.06B
  • View CECO Profile
  • View Questions on CECO

Q: Is this a good time to start a position in ceco?

Upvote 4

Read Answer Asked by Gary on November 14, 2025

• ARC Resources Ltd. (ARX $25.32)
  • $25.32 P/E (TTM): 6.11X Cap: $14.44B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $64.24)
  • $64.24 P/E (TTM): 17.98X Cap: $24.86B
  • View TOU Profile
  • View Questions on TOU

Q: I currently own above mentioned stocks and looking to add another gas producing company/S with strong fundamentals and future prospects especially with regards to lng accessibility. Recommendations? Thanx.

Upvote 3

Read Answer Asked by Steve on November 14, 2025

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

Q: WSJ suggests that the AI boom is increasingly fragile.

Does 5i agree with that position?

If YES what companies would be most a t risk?

Thanks.

Upvote 30

Read Answer Asked by Donald on November 14, 2025

• Equinix Inc. (EQIX $966.10)
  • $966.10 P/E (TTM): 68.72X Cap: $94.92B
  • View EQIX Profile
  • View Questions on EQIX
• AbbVie Inc. (ABBV $234.26)
  • $234.26 P/E (TTM): 175.18X Cap: $414.21B
  • View ABBV Profile
  • View Questions on ABBV
• American Electric Power Company Inc. (AEP $133.29)
  • $133.29 P/E (TTM): 19.82X Cap: $72.09B
  • View AEP Profile
  • View Questions on AEP
• EOG Resources Inc. (EOG $128.65)
  • $128.65 P/E (TTM): 12.16X Cap: $69.01B
  • View EOG Profile
  • View Questions on EOG
• NextEra Energy Inc. (NEE $92.71)
  • $92.71 P/E (TTM): 28.5X Cap: $193.16B
  • View NEE Profile
  • View Questions on NEE
• Energy Transfer LP (ET $19.10)
  • $19.10 P/E (TTM): 15.55X Cap: $65.70B
  • View ET Profile
  • View Questions on ET
• Blackstone Inc. (BX $115.33)
  • $115.33 P/E (TTM): 32.58X Cap: $85.59B
  • View BX Profile
  • View Questions on BX
• NXP Semiconductors N.V. (NXPI $224.76)
  • $224.76 P/E (TTM): 29.08X Cap: $56.79B
  • View NXPI Profile
  • View Questions on NXPI
• Digital Realty Trust Inc. (DLR $178.69)
  • $178.69 P/E (TTM): 49.19X Cap: $61.40B
  • View DLR Profile
  • View Questions on DLR

Q: As a dividend investor could you give me 10 companies outside of Canada that have at least a 2% div. and some growth, sectors aside. Appreciate your service!

Upvote 7

Read Answer Asked by Mark on November 14, 2025

• Farmland Partners Inc. (FPI $13.04)
  • $13.04 P/E (TTM): 20.16X Cap: $567M
  • View FPI Profile
  • View Questions on FPI
• Gladstone Land Corporation (LAND $12.16)
  • $12.16 Cap: $503M
  • View LAND Profile
  • View Questions on LAND

Q: What do you think 1) of farmland as a long-term investment 2) of farmland as an inflation hedge, and 3) can you compare the two companies on growth, valuation, and other characteristics and what do you prefer?

(Please take more than one question credit if needed - thanks)

Upvote 2

Read Answer Asked by Max on November 14, 2025

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $37.37)
  • $37.37 P/E (TTM): 30.74X Cap: $1.70B
  • View ZDM Profile
  • View Questions on ZDM
• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $32.12)
  • $32.12 P/E (TTM): 16.08X Cap: $359M
  • View ZEQ Profile
  • View Questions on ZEQ
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.19)
  • $47.19 P/E (TTM): 17.19X Cap: $620M
  • View VE Profile
  • View Questions on VE

Q: Hello 5i
I have no direct exposure to Europe by design.
I believe it is time to change that.
Do you believe the European markets could continue to perform well?
What is your favorite ETF for this exposure?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on November 14, 2025

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.12)
  • $72.12 P/E (TTM): 26.33X Cap: $566M
  • View XHC Profile
  • View Questions on XHC
• State Street Health Care Select Sector SPDR ETF (XLV $158.53)
  • $158.53 P/E (TTM): 23.97X Cap: $42.66B
  • View XLV Profile
  • View Questions on XLV
• Vanguard Health Care ETF (VHT $292.69)
  • $292.69 P/E (TTM): 24.74X Cap: $17.14B
  • View VHT Profile
  • View Questions on VHT

Q: Looking to add a health care etf. Which one might you suggest? Would the major difference in performance between the XHC and the other 2 be the currency hedging?

Upvote 6

Read Answer Asked by Michael on November 14, 2025

• TSS Inc. (TSSI $10.04)
  • $10.04 P/E (TTM): 37.8X Cap: $249M
  • View TSSI Profile
  • View Questions on TSSI

Q: hi folks...Q3 results for Tssi/q look to be a disaster...stock -40% AH...not sure if you listen to conference call, if so....is there anything going forward to hold onto this stock. or bite the bullet and take a big loss...I really thought with new facility and added capacity...it would be a great Q, (as Dell seemed positive on latest talk,etc) ....not reductions in figures across the board...any silver lineing ??....thanks as always, jb

Upvote 1

Read Answer Asked by John on November 14, 2025

• Celestica Inc. (CLS $365.00)
  • $365.00 P/E (TTM): 49.65X Cap: $41.98B
  • View CLS Profile
  • View Questions on CLS

Q: Any news to account for current 12%price drop so far today?

Upvote 10

Read Answer Asked by Dennis on November 14, 2025

• Northland Power Inc. (NPI $21.73)
  • $21.73 Cap: $5.68B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: If NPI is sold because of the surprising dividend cut , what income stock would you replace it with?

Upvote 8

Read Answer Asked by Ronald on November 14, 2025

• Northland Power Inc. (NPI $21.73)
  • $21.73 Cap: $5.68B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: With the shock 24% drop today and the dividend cut could you please suggest 3 possible replacements for my portfolio; preferably with a good dividend and some growth.

Thanks

Dave.

Upvote 4

Read Answer Asked by David on November 14, 2025

• Extendicare Inc. (EXE $26.43)
  • $26.43 P/E (TTM): 24.01X Cap: $2.49B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: Morning troops. I had been considering selling my holdings in EXE until yesterday's report, which was much better than expected. Given the 15% increase in stock price yesterday, where do you see the stock going now and is it suitable for a 65 y/o retiree? Cheers.

Upvote 4

Read Answer Asked by Neil on November 14, 2025

• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: I am considering crystalizing a significant capital loss on this stock, but actually retaining it by buying in a different account now, and then selling it in +30 days to realize the loss.
Before I initiate this, I would like your expert opinion on the 'survivability' of the company. Some questions:
What is their burn rate vs cash on hand?
How long before an event that will further dilute shareholders?
Are there any near term catalysts for the stock?
Do you think it is gradually going to zero?
Thanks

Upvote 2

Read Answer Asked by Glenn on November 14, 2025

• Loblaw Companies Limited (L $63.79)
  • $63.79 P/E (TTM): 11.14X Cap: $74.96B
  • View L Profile
  • View Questions on L

Q: Please comment on the Earnings for $L.

Upvote 4

Read Answer Asked by Valter on November 14, 2025

• Lundin Mining Corporation (LUN $41.79)
  • $41.79 Cap: $35.71B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.71)
  • $13.71 P/E (TTM): 25.32X Cap: $10.46B
  • View CS Profile
  • View Questions on CS

Q: What is a good copper company to invest in?

Upvote 6

Read Answer Asked by Margita Elisabet on November 14, 2025

• Suncor Energy Inc. (SU $79.05)
  • $79.05 P/E (TTM): 18.01X Cap: $93.82B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $60.58)
  • $60.58 P/E (TTM): 18.3X Cap: $126.19B
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU $64.24)
  • $64.24 P/E (TTM): 17.98X Cap: $24.86B
  • View TOU Profile
  • View Questions on TOU

Q: Hello Team,
Can I have your top three Canadian energy names please.
Much appreciated!

Upvote 10

Read Answer Asked by Issaku on November 14, 2025

Q: With some miners turning there business models to Data Centers, do you guess the unit price here will move more on the Data centre theme or price of bitcoin? Same question for GLXY?

Upvote 5

Read Answer Asked by Charles on November 14, 2025