Investment Q&A

• Butterfly Network Inc. Class A (BFLY $2.36)
  • $2.36 Cap: $576M
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Q: Hello Team,

Do you know what has woken up BFLY? I know that it was mentioned in TIME magazine in September as part of its World's Top HealthTech Companies 2025 list. It was also blogged and ranked #1 by Zacks. The stock continues to grow (70% in a month). I wonder if this is only anoher hype and it will fizzle out sooner or later? Or is this growth for real, based on solid improvements?!

I would appreciate it if you could shed some light on this company and its fundamentals? Is it worth averaging up just to break even and get out? Or has the company finally turned a corner and better days are ahead?

Thank you and Happy Thanksgiving to everyone at 5i.

Upvote 1

Read Answer Asked by Saeed on October 09, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.56)
  • $139.56 P/E (TTM): 19.1X Cap: $1.65B
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Q: A small portion,p/p $135.22.It has recovered from 1 yr low of $69.29 in April. Buy,Hold or Sell ?.If sell,please recommend a stock. Txs for u usual great views & services

Upvote 8

Read Answer Asked by Peter on October 09, 2025

Q: Would you please clarify the 30 day rule on stock repurchase.
Does the 30 day rule apply to a TFSA account or to a LIF account?

Upvote 6

Read Answer Asked by Catherine on October 09, 2025

• Kraken Robotics Inc. (PNG $6.06)
  • $6.06 P/E (TTM): 94.83X Cap: $1.91B
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Q: Hi Just a follow up to my previous question . Do you think it is a candidate for a possible takeover?

Thanks
jeff

Upvote 16

Read Answer Asked by JEFF on October 08, 2025

• Toronto-Dominion Bank (The) (TD $112.96)
  • $112.96 P/E (TTM): 9.26X Cap: $190.37B
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• Bank of Nova Scotia (The) (BNS $90.59)
  • $90.59 P/E (TTM): 17.08X Cap: $111.87B
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• Constellation Software Inc. (CSU $3,970.35)
  • $3,970.35 P/E (TTM): 97.2X Cap: $83.81B
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• Thomson Reuters Corporation (TRI $223.78)
  • $223.78 P/E (TTM): 42.45X Cap: $97.86B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.42)
  • $219.42 P/E (TTM): 85.84X Cap: $279.15B
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Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim

Upvote 37

Read Answer Asked by Timothy on October 08, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $90.58)
  • $90.58 P/E (TTM): 962.8X Cap: $16.08B
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• Karman Holdings Inc. (KRMN $75.96)
  • $75.96 P/E (TTM): 988.37X Cap: $10.18B
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Q: Hello 5i,
Could I have your assessment of these two companies? Also which you would prefer.
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on October 08, 2025

• Oracle Corporation (ORCL $303.62)
  • $303.62 P/E (TTM): 70.97X Cap: $849.67B
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Q: Hi- read an article that says ORCL debt is very high - 5X equity? Is this not a concern given questions around margins - seems like a bit of a slippery slope ..

Upvote 3

Read Answer Asked by Scott on October 08, 2025

• ISHARES BITCOIN TR (IBIT $63.17)
  • $63.17 Cap: $90.57B
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• Ishares Bitcoin ETF (IBIT)
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Q: Hi,
When answering questions where you recommend IBIT you mention (Canadian version). Can you explain why?
Thanks

Upvote 5

Read Answer Asked by Marco on October 08, 2025

• Invesco S&P 500 Equal Weight Index ETF (EQL $40.27)
  • $40.27 P/E (TTM): 21.92X Cap: $1.37B
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Q: Can you suggest an equal weight S&P 500 Canadian issued etf? Thanx.

Upvote 10

Read Answer Asked by Steve on October 08, 2025

• Amgen Inc. (AMGN $297.32)
  • $297.32 P/E (TTM): 23.89X Cap: $158.19B
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• CVS Health Corporation (CVS $80.67)
  • $80.67 P/E (TTM): 21.88X Cap: $101.03B
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• Johnson & Johnson (JNJ $191.17)
  • $191.17 P/E (TTM): 20.42X Cap: $459.63B
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• Medtronic plc. (MDT $95.34)
  • $95.34 P/E (TTM): 26.4X Cap: $123.83B
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• Moderna Inc. (MRNA $27.72)
  • $27.72 Cap: $10.21B
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Q: I am building a diversified portfolio of healthcare stocks. I own JNJ, AMGN, MDT, CVS and MRNA. These are 2.9%, 3.8%, 2.5%, 4% and 0.5% of my portfolio respectively. Is this a high quality portfolio? Would you recommend any changes?

Upvote 3

Read Answer Asked by David on October 08, 2025

• TMX Group Limited (X $51.06)
  • $51.06 P/E (TTM): 33.68X Cap: $14.12B
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Q: Is this a good entry point to build a long-term position?

Upvote 3

Read Answer Asked by Gary on October 08, 2025

• Alphabet Inc. (GOOG $251.71)
  • $251.71 P/E (TTM): 26.08X Cap: $2.95T
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• Dollarama Inc. (DOL $176.20)
  • $176.20 P/E (TTM): 38.69X Cap: $48.58B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.93)
  • $39.93 P/E (TTM): 79.96X Cap: $6.34B
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• North West Company Inc. (The) (NWC $46.04)
  • $46.04 P/E (TTM): 16.1X Cap: $2.19B
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• Trisura Group Ltd. (TSU $37.96)
  • $37.96 P/E (TTM): 15.38X Cap: $1.80B
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• WELL Health Technologies Corp. (WELL $5.15)
  • $5.15 Cap: $1.33B
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• Propel Holdings Inc. (PRL $25.84)
  • $25.84 P/E (TTM): 12.35X Cap: $1B
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Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.

Upvote 21

Read Answer Asked by William Ross on October 08, 2025

• Loews Corporation (L $100.31)
  • $100.31 P/E (TTM): 16.08X Cap: $21.28B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $47.72)
  • $47.72 P/E (TTM): 16.5X Cap: $11.13B
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Q: I hold both L and EMP.A in a balanced portfolio. Any need to hold both? Divest myself of one or both due to losses? Any bright lights for the sector in the future?

Upvote 2

Read Answer Asked by John on October 08, 2025

• Taseko Mines Limited (TKO $6.07)
  • $6.07 Cap: $1.95B
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Q: Is it too late to get into to Taseko Mines? Is there a similar copper producer you would prefer?
With appreciation,
Ed

Upvote 3

Read Answer Asked by Ed on October 08, 2025

• TMX Group Limited (X $51.06)
  • $51.06 P/E (TTM): 33.68X Cap: $14.12B
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Q: I have held X off and on over the tears in a balanced portfolio and at times it has done reasonably well. Current performance has been disappointing. Time to get rid of it? Not looking for substitute.

Upvote 4

Read Answer Asked by John on October 08, 2025

• BMO Canadian High Dividend Covered Call ETF (ZWC $19.86)
  • $19.86 Cap: $1.83B
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• NEOS Nasdaq 100 High Income ETF (QQQI $54.34)
  • $54.34 P/E (TTM): 33.79X Cap: $5.42B
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• NEOS S&P 500 High Income ETF (SPYI $52.25)
  • $52.25 P/E (TTM): 26.02X Cap: $5.61B
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Q: Hi,

I have been trying the understand the pros and cons of covered calls and options ETFs by looking at previous questions on the subject. I spent considerable time on the matter and I am more confused than ever.

Would you be kind enough to summarize your views on the matter and, if you are really positive about it, please provide a list of the best ETFs suitable for a strong growth investor.

Gratefully,

Jacques IDS

Upvote 17

Read Answer Asked by Jacques on October 08, 2025

• Manulife Financial Corporation (MFC $45.17)
  • $45.17 P/E (TTM): 14.04X Cap: $77.11B
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• Power Corporation of Canada Subordinate Voting Shares (POW $61.48)
  • $61.48 P/E (TTM): 14.73X Cap: $40.07B
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• Sun Life Financial Inc. (SLF $62.17)
  • $62.17 P/E (TTM): 15.77X Cap: $35.46B
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Q: I hold SLF and MFC for income and a little growth. Do you see the need to also own POW for the same mandate? Can you help explain the significant outperformance with POW this last year compared to SLF and MFC?

Upvote 6

Read Answer Asked by Ian on October 08, 2025

• New Found Gold Corp. (NFG $3.86)
  • $3.86 Cap: $872M
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Q: Hello, back on June 2nd in a response to a question on NFG, 5i said "we would like to see its price rise above $3 to signal a potential reversal in its price trend." NFG is $3.45 at the time I wrote this. Do you think the reversal in the price trend is underway? Is there an underlying driver behind this reversal other than the price of gold continuing to go up?

Upvote 2

Read Answer Asked by Brad on October 08, 2025

• BCE Inc. (BCE $33.21)
  • $33.21 P/E (TTM): 72.74X Cap: $30.54B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $51.76)
  • $51.76 P/E (TTM): 18.47X Cap: $28.63B
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• TELUS Corporation (T $21.19)
  • $21.19 P/E (TTM): 33.34X Cap: $32.61B
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Q: In a recent G&M article, Bell and Rogers could soon have competition for direct-to-cell customers from Starlink.

What future impact, if any, would this potentially have on Telus? This will be my only remaining Telecom stock, which pays me a fairly significant amount of my dividends. Do we know if there is a huge risk of future disruption for Telus?

Upvote 9

Read Answer Asked by James on October 08, 2025

• BMO MSCI Emerging Markets Index ETF (ZEM $27.25)
  • $27.25 P/E (TTM): 4.58X Cap: $1.82B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.15)
  • $36.15 P/E (TTM): 11.28X Cap: $2.84B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.86)
  • $45.86 P/E (TTM): 5.86X Cap: $3.06B
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• Vanguard FTSE Emerging Markets ETF (VWO $54.33)
  • $54.33 P/E (TTM): 8.99X Cap: $92.50B
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• iShares MSCI Emerging Markets ETF (EEM $53.84)
  • $53.84 P/E (TTM): 6.36X Cap: $20.14B
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• iShares Core MSCI Emerging Markets ETF (IEMG $66.58)
  • $66.58 P/E (TTM): 0.27X Cap: $109.54B
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Q: Emerging markets sure seem to be emerging from the doldrums. What do you see as the short and long term futures here? What ETFs to you recommend in both CAD and USD? Are there any particular parts of the world you would focus on & is there a specific index that covers the emerging markets?

Thanks

Paul

Upvote 6

Read Answer Asked by paul on October 08, 2025