Investment Q&A

• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,381.39)
  • $4,381.39 P/E (TTM): 26.74X Cap: $138.77B
  • View BKNG Profile
  • View Questions on BKNG
• Dollarama Inc. (DOL $189.60)
  • $189.60 P/E (TTM): 41.43X Cap: $51.90B
  • View DOL Profile
  • View Questions on DOL
• Brookfield Renewable Partners L.P. (BEP.UN $43.48)
  • $43.48 Cap: $29.56B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
  • $170.06 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Constellation Energy Corporation (CEG $317.22)
  • $317.22 P/E (TTM): 41.58X Cap: $114.83B
  • View CEG Profile
  • View Questions on CEG

Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Upvote 32

Read Answer Asked by Marty on January 03, 2025

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • View QUIS Profile
  • View Questions on QUIS

Q: Another company agrees to a low sellout price .Owners only one gets rich on this sale

Upvote 5

Read Answer Asked by Don on January 03, 2025

• Novo Nordisk A/S (NVO $37.45)
  • $37.45 P/E (TTM): 10.8X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Hi Folks

I believe Novo Nordisk is Danish. If I was to buy Novo Nordisk on the US exchange (NONOF:OTC PINKl what kind of withholding tax should I expect on the dividend. And should I hold it in the RRSP to avoid this tax?

Thanks

Stuart

Upvote 4

Read Answer Asked by Stuart on January 03, 2025

• Lumine Group Inc. (LMN $24.40)
  • $24.40 P/E (TTM): 96.23X Cap: $6.26B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: If the market spooks with the news of the sudden CEO leave of absence would you be a buyer and at what price?
Thks

Upvote 16

Read Answer Asked by Robert on January 03, 2025

• iShares Russell 2000 Growth ETF (IWO $315.57)
  • $315.57 P/E (TTM): 22.36X Cap: $12.35B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $99.73)
  • $99.73 P/E (TTM): 25.8X Cap: $20.63B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core Canadian Universe Bond Index ETF (XBB $28.03)
  • $28.03 P/E (TTM): 31.38X Cap: $9.93B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.72)
  • $51.72 P/E (TTM): 18.19X Cap: $25.52B
  • View XIC Profile
  • View Questions on XIC
• Vanguard Dividend Appreciation FTF (VIG $215.19)
  • $215.19 P/E (TTM): 24.38X Cap: $103.82B
  • View VIG Profile
  • View Questions on VIG
• Vanguard Balanced ETF Portfolio (VBAL $36.82)
  • $36.82 P/E (TTM): 6.89X Cap: $4.81B
  • View VBAL Profile
  • View Questions on VBAL

Q: My wife has some money should would like to invest in eft. Which ones would you recommend.

Upvote 7

Read Answer Asked by Mike on January 03, 2025

• Ondas Inc (ONDS $10.83)
  • $10.83 Cap: $4.99B
  • View ONDS Profile
  • View Questions on ONDS

Q: Came across this small US company who's subsidiary Airobotics has been awarded a new deal from an undisclosed semiconductor company to leverage their fleet of drones for aerial security purposes.
Could you please give me any information on this info if possible and would you provide any analysis you have on this company?
Thank as always
Gary

Upvote 1

Read Answer Asked by Gary on January 03, 2025

• Intermap Technologies Corporation (IMP $1.42)
  • $1.42 Cap: $101M
  • View IMP Profile
  • View Questions on IMP
• Medicenna Therapeutics Corp. (MDNA $0.75)
  • $0.75 Cap: $62M
  • View MDNA Profile
  • View Questions on MDNA
• Perpetua Resources Corp. (PPTA $39.17)
  • $39.17 Cap: $4.77B
  • View PPTA Profile
  • View Questions on PPTA
• Anaergia Inc. (ANRG $2.35)
  • $2.35 Cap: $399M
  • View ANRG Profile
  • View Questions on ANRG

Q: Big speculative winners this year. Any merit for continuation in 2025? Thanks...

Upvote 1

Read Answer Asked by Bruce on January 03, 2025

• BCE Inc. (BCE $35.38)
  • $35.38 P/E (TTM): 5.35X Cap: $32.99B
  • View BCE Profile
  • View Questions on BCE

Q: While reviewing the purchasing/selling by insiders I noted some transactions as derivative buy or sale by BCE. The type of securities were identified also as "equity swap-long position".
Can you please clarify what the terms "derivative buy" and "equity swap" mean ?
Thank you

Upvote 7

Read Answer Asked by Terry on January 03, 2025

• Alphabet Inc. (GOOG $306.30)
  • $306.30 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hi 5i wonder team,
If you have fund to invest in only one US stock in 2025, what is your choice?

Upvote 32

Read Answer Asked by Henry on January 03, 2025

• Deckers Outdoor Corporation (DECK $104.54)
  • $104.54 P/E (TTM): 14.81X Cap: $14.83B
  • View DECK Profile
  • View Questions on DECK

Q: Hello Peter and team,

Early December, you said DECK trades at 34X forward earnings, a bit expensive but you like it.

Looking at technicals, it is way above the 200 daily moving average. After the big run it has had for the last 2 years, do you think it would be better to wait before buying, expecting it to retrace back to the 200 DMA?

Do you think it still has room to go higher? What would be your target price?

Thank you!

Silvia

Upvote 2

Read Answer Asked by Silvia on January 03, 2025

• Rumble Inc. (RUM $5.34)
  • $5.34 Cap: $2.32B
  • View RUM Profile
  • View Questions on RUM

Q: Good morning 5i team,
Rumble has recently made a huge deal with Tether. What are your thoughts on the recent parabolic rise in the stock? Do you see Rumble as a potential threat to Youtube?

Upvote 1

Read Answer Asked by Rob on January 03, 2025

Q: Many are feeling the market is high. Certainly, we can't expect another year of 20% growth.

I'm interested in a strategy of maintaining those gains. Does that mean pulling money out of stocks that seem overgrown, or does it mean investing new money into areas that have not been part of the recent rise.

What sectors do you think these are? I nominate well-known companies (especially tech and giants like Costco) as overgrown even if they are good companies, and energy and small cap as part of the second group.

How does this compare with your thinking?

Upvote 23

Read Answer Asked by Kevin on January 03, 2025

• Restaurant Brands International Inc. (QSR $101.97)
  • $101.97 P/E (TTM): 32.07X Cap: $46.34B
  • View QSR Profile
  • View Questions on QSR
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Boston Pizza Royalties Income Fund (BPF.UN $24.41)
  • $24.41 P/E (TTM): 13.45X Cap: $578M
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN
• Pizza Pizza Royalty Corp. (PZA $16.02)
  • $16.02 P/E (TTM): 17.07X Cap: $534M
  • View PZA Profile
  • View Questions on PZA

Q: Pizza Pizza and Boston Pizza's price history and dividend payouts seem to have been reasonably stable for more than one year. I know you prefer AW.UN but are the other two ok for income? QSR looks too pricey and has a low dividend. What do you recommend?

Upvote 3

Read Answer Asked by Jean on January 03, 2025

Q: I have owned this pref for some time...I find it difficult to find info on US PFD"s...my question is do these have a reset feature like CDN Pfd's and similar call features or should one just consider them perpetual pfd's...many thanks

Upvote 1

Read Answer Asked by Cam on January 03, 2025

• State Street SPDR S&P Regional Banking ETF (KRE $62.62)
  • $62.62 P/E (TTM): 13.17X Cap: $3.57B
  • View KRE Profile
  • View Questions on KRE
• Citizens Financial Group Inc. (CFG $56.63)
  • $56.63 P/E (TTM): 14.79X Cap: $23.64B
  • View CFG Profile
  • View Questions on CFG
• East West Bancorp Inc. (EWBC $104.04)
  • $104.04 P/E (TTM): 11.01X Cap: $14.38B
  • View EWBC Profile
  • View Questions on EWBC
• Truist Financial Corporation (TFC $43.85)
  • $43.85 P/E (TTM): 11.67X Cap: $54.41B
  • View TFC Profile
  • View Questions on TFC

Q: Hi Team, please list your 3 favorite US Regional banks and a short explanation of why you like each.
Thanks and Happy Holidays to all.
Rob

Upvote 2

Read Answer Asked by Robert on January 03, 2025

• BMO S&P 500 Index ETF (ZSP $99.73)
  • $99.73 P/E (TTM): 25.8X Cap: $20.63B
  • View ZSP Profile
  • View Questions on ZSP

Q: I have some cash and would like to buy a US TFA that is listed on the TSX what ones would you suggest?
Thanks for your help
Dorothy

Upvote 3

Read Answer Asked by Dorothy on January 03, 2025

• State Street SPDR S&P 500 ETF Trust (SPY $661.43)
  • $661.43 P/E (TTM): 26.17X Cap: $668.23B
  • View SPY Profile
  • View Questions on SPY
• Vanguard High Dividend Yield Indx ETF (VYM $147.51)
  • $147.51 P/E (TTM): 19.6X Cap: $74.93B
  • View VYM Profile
  • View Questions on VYM

Q: Hi gang ,
I am looking into buying between VYM OR VFMV. That would be in my granddaughter’s RESP account.
Which one would you prefer or do you have any alternative. Probably 10 years buy and forget.
Thanks. Happy holidays .
Alnoor

Upvote 5

Read Answer Asked by Alnoor on January 03, 2025

• Gatekeeper Systems Inc. (GSI $1.23)
  • $1.23 Cap: $127M
  • View GSI Profile
  • View Questions on GSI

Q: Can you reference your last comment on Gatekeeper Systems and has anything changed while you comment on their last earnings report and outlook going forward. Thank you and Merry Christmas to everyone and your families.

Upvote 3

Read Answer Asked by James on January 03, 2025

• BMO US High Dividend Covered Call ETF (ZWH $24.62)
  • $24.62 P/E (TTM): 19.98X Cap: $1.03B
  • View ZWH Profile
  • View Questions on ZWH
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.34)
  • $21.34 P/E (TTM): 0.55X Cap: $2.10B
  • View ZWC Profile
  • View Questions on ZWC
• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.92)
  • $20.92 P/E (TTM): 20.4X Cap: $1.34B
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.66)
  • $13.66 P/E (TTM): 28.25X Cap: $960M
  • View HYLD Profile
  • View Questions on HYLD

Q: Best of the Season to all at 5i,

Please advise your most well thought of covered call ETFs. Leveraged and unleveraged.

Thanks very much.

Upvote 4

Read Answer Asked by Dave on January 03, 2025

Q: After AI, quantum computing will drive the next wave of the industrial revolution. Do you have any stock or ETF suggestions? Thanks!

Upvote 12

Read Answer Asked by Esther on January 03, 2025