Investment Q&A

• BuildDirect.Com Technologies Inc. (BILD $2.65)
  • $2.65 Cap: $109M
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Q: What are your thoughts on this company? Is it too small to consider starting a small position? Thanks.

Shyam

Upvote 1

Read Answer Asked by Shyam on April 24, 2025

• Eli Lilly and Company (LLY $688.72)
  • $688.72 P/E (TTM): 52.03X Cap: $647.78B
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• Vanguard Health Care ETF (VHT $250.99)
  • $250.99 P/E (TTM): 82.92X Cap: $15.82B
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Q: PINK NYSE Arca/US Simplify Health Care ETF

Looks like just another health care ETF. Any uniqueness here or not worth investing in?

Thank you.

Upvote 1

Read Answer Asked by Ross on April 24, 2025

• A & W Food Services of Canada Inc. (AW $38.67)
  • $38.67 P/E (TTM): 57.82X Cap: $920M
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Q: As recommended at the time, I just left my AW.ca stock when they did a corporate action. Now I am down significantly. Not sure if I should sell -I have some in a TFSA and some in a non-registered acct. Would it be wise to sell them both and then re-buy if market corrects or move on if it doesn't? I'm at more of a real loss in my TFSA, where it would seem now it doesn't need to be. I tend to just hold through volatility but would like to clean this up. Thanks.

Upvote 2

Read Answer Asked by Pat on April 24, 2025

• Lumina Gold Corp. (LUM $1.26)
  • $1.26 Cap: $527M
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Q: Hello 5i, There is a takeover offer for Lumina Gold by a Chinese company. Could you comment as to the possibility of the federal govt opposing the deal and the possibility of a higher offer?

Upvote 1

Read Answer Asked by Michael on April 24, 2025

• Miscellaneous (MISC)
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Q: Can you please give your input regarding new MIX ETF from Hamilton.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on April 24, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.35)
  • $48.35 P/E (TTM): 17.65X Cap: $26.16B
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Q: Do you see a good potential for an upside on Rogers comm. I see the yield is attractive while waiting. do you see the risk to fall much further?
Thank you.

Upvote 4

Read Answer Asked by francois on April 24, 2025

• Gibson Energy Inc. (GEI $25.59)
  • $25.59 P/E (TTM): 26.31X Cap: $4.21B
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• Whitecap Resources Inc. (WCP $10.07)
  • $10.07 P/E (TTM): 6.9X Cap: $12.52B
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Q: Where would you direct some RIF investment between these two WCP or GEI. Which is safest?, which has the best upside? or hold the worst downside?
Thank you.

Upvote 3

Read Answer Asked by francois on April 24, 2025

• Canadian National Railway Company (CNR $128.85)
  • $128.85 P/E (TTM): 17.81X Cap: $79.94B
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• Dollarama Inc. (DOL $192.36)
  • $192.36 P/E (TTM): 43.7X Cap: $53.57B
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Q: Getting very impatient with this story- more downgrades today - understanding that it is a bit apples /oranges - switch to DOL for growth over next 3 -5 yrs?

Upvote 7

Read Answer Asked by Scott on April 24, 2025

• Berkshire Hathaway Inc. (BRK.B $478.98)
  • $478.98 P/E (TTM): 16.12X Cap: $1.03T
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Q: Appreciate your evaluation of this ETF (OMAH) and is it best to have it in a RIF? Thanks!

Upvote 1

Read Answer Asked by Austin on April 24, 2025

• TFI International Inc. (TFII $124.90)
  • $124.90 P/E (TTM): 20.51X Cap: $10.32B
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Q: Thoughts on recent earning. Down already over 30 percent this year, I’m wondering if it’s time to get out and search new opportunities. The tariff treat remains and economic downturn risk remains. What are your views on holder or exiting this position for other opportunities.

Upvote 7

Read Answer Asked by Gerry on April 24, 2025

• Agnico Eagle Mines Limited (AEM $182.13)
  • $182.13 P/E (TTM): 41.67X Cap: $92.19B
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Q: Now that there seems to be a Trump put somewhat in place (perhaps). With a tad of uncertainty off the table do you think its time to take some profit on AEM off the table.

Its about 35% above its 200 dma and its RSI is
overbought.

Your counsel on this please?


Sheldon

Upvote 3

Read Answer Asked by Sheldon on April 24, 2025

• Microsoft Corporation (MSFT $524.07)
  • $524.07 P/E (TTM): 38.8X Cap: $3.88T
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• Oracle Corporation (ORCL $245.85)
  • $245.85 P/E (TTM): 58.49X Cap: $688.05B
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• Tesla Inc. (TSLA $332.62)
  • $332.62 P/E (TTM): 197.02X Cap: $1.08T
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• Palo Alto Networks Inc. (PANW $174.74)
  • $174.74 P/E (TTM): 100.23X Cap: $115.72B
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• Jabil Inc. (JBL $214.13)
  • $214.13 P/E (TTM): 43.45X Cap: $23.51B
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• CrowdStrike Holdings Inc. (CRWD $427.54)
  • $427.54 Cap: $105.89B
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Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you

Upvote 2

Read Answer Asked by Fernando on April 24, 2025

Q: Could you recommend a couple of European market ETFs that would capture the overall bounce being experienced in Spain, Germany and more?

Upvote 2

Read Answer Asked by Kim on April 24, 2025

• AI/ML Innovations Inc Com (AIML $0.29)
  • $0.29 Cap: $50M
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Q: I know it is a risky penny stock, but can you provide a brief overview of what you think of this company? Valuation, growth prospects, balance sheet health etc.
Thanks,

Upvote 1

Read Answer Asked by Max on April 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.01)
  • $126.01 P/E (TTM): 19.83X Cap: $1.52B
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• Boyd Group Services Inc. (BYD $212.10)
  • $212.10 P/E (TTM): 225.99X Cap: $4.54B
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Q: I know they are different industries but which would you prefer for a 3 year hold?

Upvote 4

Read Answer Asked by Andre on April 23, 2025

Q: I think I just heard that bell that no-one rings at the bottom. I realize that the Tasmanian Devil, Elmer Fudd and the rest of the white house crew will continue to revel in their own incompetence, but still there seems to be some sort of reasonableness (I know, I know) coming out of recent statements about not firing Powel and about China even.

My idea then is to ease back into a somewhat more aggressive, or at least less defensive, posture over the next several weeks, all the while still closely monitoring everything, In general terms does this make sense to you? Thank-you.

Upvote 22

Read Answer Asked by Alex on April 23, 2025

• Suncor Energy Inc. (SU $53.42)
  • $53.42 P/E (TTM): 11.48X Cap: $65.34B
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• BCE Inc. (BCE $35.03)
  • $35.03 P/E (TTM): 73.41X Cap: $32.66B
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• TC Energy Corporation (TRP $70.45)
  • $70.45 P/E (TTM): 16.92X Cap: $73.55B
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• Dollarama Inc. (DOL $192.36)
  • $192.36 P/E (TTM): 43.7X Cap: $53.57B
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• Kinaxis Inc. (KXS $199.04)
  • $199.04 P/E (TTM): 167.07X Cap: $5.55B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.12)
  • $41.12 P/E (TTM): 1011.54X Cap: $26.94B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.01)
  • $126.01 P/E (TTM): 19.83X Cap: $1.52B
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• Royal Bank Of Canada (RY $136.96)
  • $136.96 P/E (TTM): 20.08X Cap: $192.52B
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Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?

Upvote 7

Read Answer Asked by Chris on April 23, 2025

• Fortis Inc. (FTS $69.94)
  • $69.94 P/E (TTM): 20.48X Cap: $35.30B
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• Brookfield Renewable Partners L.P. (BEP.UN $33.50)
  • $33.50 Cap: $22.07B
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• Emera Incorporated (EMA $65.65)
  • $65.65 P/E (TTM): 22.11X Cap: $19.65B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.12)
  • $41.12 P/E (TTM): 1011.54X Cap: $26.94B
  • View BIP.UN Profile
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Q: Hi Peter & 5i Team,

I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.

As always, your comments and insights are highly valued.

Upvote 2

Read Answer Asked by Jerry on April 23, 2025

• Balanced Equity Portfolio (BEPORT)
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Q: Hi, I have my own spreadsheet to split my portfolio by sectors. Where would you put Preferred shares? In the same sector as the issuer or in a special category? Cash/GIC, Mutual Funds and broad-sector ETFs have their own ‘columns’. Thanks again.

Upvote 2

Read Answer Asked by Denise on April 23, 2025

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.17B
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Q: Please help me out. One of the metrics I find very important is ROE or return on equity. When I look this up look this up on 5i’s site under profile I get an ROE of 128% however when I look at the April 25/24 report it shows 2%? The current Morningstar Quant Report shows 3.99%. So 1st. question is does 5i consider ROE to be an important metric?
Secondly how can I get an accurate measurement?
Thanks

Upvote 3

Read Answer Asked by Les on April 23, 2025