Investment Q&A

• BMO S&P 500 Index ETF (ZSP $97.94)
  • $97.94 P/E (TTM): 80.87X Cap: $19.53B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.29)
  • $45.29 P/E (TTM): 5.95X Cap: $18.44B
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• iShares S&P/TSX 60 Index ETF (XIU $42.63)
  • $42.63 P/E (TTM): 14.6X Cap: $17.93B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.17)
  • $41.17 P/E (TTM): 0.79X Cap: $6.64B
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• SPDR S&P 500 ETF Trust (SPY $645.31)
  • $645.31 P/E (TTM): 57.48X Cap: $658.01B
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• INVESCO QQQ Trust (QQQ $571.97)
  • $571.97 P/E (TTM): 59.46X Cap: $368.43B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $105.16)
  • $105.16 P/E (TTM): 102.2X Cap: $1.14B
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• iShares Core Equity ETF Portfolio (XEQT $37.62)
  • $37.62 P/E (TTM): 3.87X Cap: $9B
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• BMO All-Equity ETF (ZEQT $19.20)
  • $19.20 P/E (TTM): 31.66X Cap: $95M
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Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Upvote 13

Read Answer Asked by Kathryn on July 03, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $35.33)
  • $35.33 P/E (TTM): 59.45X Cap: $3.81B
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Q: What do you think of women's clothing maker Groupe Dynamite (GRGD)? The sales and profit growth looks pretty good. Stock isn't cheap, though, at about 25 times earnings. I figure you prefer Aritzia, but would GRGD be a decent addition to a small cap portfolio?

Upvote 1

Read Answer Asked by Dan on July 03, 2025

• Kraken Robotics Inc. (PNG $3.46)
  • $3.46 P/E (TTM): 50.14X Cap: $1.05B
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• Zedcor Inc. (ZDC $4.20)
  • $4.20 P/E (TTM): 240.0X Cap: $442M
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• kneat.com inc. (KSI $5.66)
  • $5.66 Cap: $537M
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Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Uber Technologies Inc. (UBER $96.79)
  • $96.79 P/E (TTM): 16.5X Cap: $201.84B
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• Datadog Inc. (DDOG $131.22)
  • $131.22 P/E (TTM): 364.83X Cap: $45.76B
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Q: hi 5i, Are these two OK to buy today? for 3 years hold
thanks

Upvote 3

Read Answer Asked by Fernando on July 03, 2025

• NextEra Energy Inc. (NEE $76.32)
  • $76.32 P/E (TTM): 26.6X Cap: $157.16B
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• Vistra Corp. (VST $190.46)
  • $190.46 P/E (TTM): 30.16X Cap: $64.53B
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• Constellation Energy Corporation (CEG $310.16)
  • $310.16 P/E (TTM): 33.11X Cap: $96.89B
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Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?

Upvote 10

Read Answer Asked by Charles on July 03, 2025

Q: A promotion of Schaffer. Pls give an analyisis & opinion.Tks in advance

Upvote 1

Read Answer Asked by WIB on July 03, 2025

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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Q: What would be your American and Ca. company for growth?

Upvote 23

Read Answer Asked by Lorraine on July 03, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.30)
  • $49.30 P/E (TTM): 18.41X Cap: $26.63B
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Q: I had a good run for month with Rogers com. Rci.b. in registered account would you think switching to telus is a good opportunity?
Thank you.

Upvote 4

Read Answer Asked by francois on July 03, 2025

• Zedcor Inc. (ZDC $4.20)
  • $4.20 P/E (TTM): 240.0X Cap: $442M
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• kneat.com inc. (KSI $5.66)
  • $5.66 Cap: $537M
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• Vitalhub Corp. (VHI $13.76)
  • $13.76 P/E (TTM): 152.12X Cap: $771M
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Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Upvote 16

Read Answer Asked by Richard on July 03, 2025

• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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• Novo Nordisk A/S (NVO $56.98)
  • $56.98 P/E (TTM): 15.74X Cap: $363.68B
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• RTX Corporation (RTX $156.24)
  • $156.24 P/E (TTM): 34.36X Cap: $209.13B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $42.15)
  • $42.15 P/E (TTM): 158.99X Cap: $1.08B
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Q: My NOVO holdings are down significantly and I’m considering moving on to either BKNG, RTX or EUAD. On a scale of 1- 10 (low to high) please rate all four (ie. including NOVO) for both growth and risk, for a five year hold. Thank you.

Upvote 4

Read Answer Asked by David on July 03, 2025

Q: Would you please suggest a couple of stocks for Financials, Industrials, and Energy for aa 2 years hold, Thank you!

Upvote 7

Read Answer Asked by Fernando on July 03, 2025

• Parkit Enterprise Inc. (PKT $0.65)
  • $0.65 Cap: $141M
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Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Upvote 1

Read Answer Asked by Charles on July 03, 2025

• Aegon Ltd. New York Registry Shares (AEG $7.96)
  • $7.96 Cap: $15.96B
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Q: Peter and His Wonder Team
AEG has done well lately. I bought it several years ago as a contrarian play when it was out of favour. So I am up and wondering if I should take my profit. I remember the saying that bulls make money, bears make money but pigs get slaughtered...if you know what I mean.Ha! Ha! So do you think there is any further upside or has it run the course? Thanks as always!

Upvote 1

Read Answer Asked by Ernest on July 03, 2025

• lululemon athletica inc. (LULU $207.59)
  • $207.59 P/E (TTM): 13.48X Cap: $23.81B
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• RH (RH $243.71)
  • $243.71 P/E (TTM): 52.98X Cap: $4.56B
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• Crocs Inc. (CROX $86.56)
  • $86.56 P/E (TTM): 22.47X Cap: $4.72B
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Q: Good morning 5i team!

Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?

Thanks as always.

Dave

Upvote 3

Read Answer Asked by David on July 03, 2025

• Sprott Inc. (SII $90.33)
  • $90.33 P/E (TTM): 33.31X Cap: $2.33B
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Q: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks

Upvote 2

Read Answer Asked by Kolbi on July 03, 2025

• iShares Canadian Growth Index ETF (XCG $62.47)
  • $62.47 P/E (TTM): 9.43X Cap: $137M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.01)
  • $28.01 Cap: $8.16B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $77.13)
  • $77.13 P/E (TTM): 1.29X Cap: $647M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.20)
  • $39.20 P/E (TTM): 5.55X Cap: $1.01B
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• iShares S&P/TSX SmallCap Index ETF (XCS $25.30)
  • $25.30 P/E (TTM): 26.42X Cap: $151M
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• Cashbox Ventures Ltd. (CBOX.X)
  • Cap: $3M
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Q: Seeking 5i advice regarding investing approx. $600,000 into Canadian ETFS for income and balanced approach. Considering TD Canadian Equity Index, for perhaps $100,000..
Could I please have your recommendation for the remaining amount.
Thanks in advance for your help
Rick

Upvote 6

Read Answer Asked by Rick on July 03, 2025

• Meren Energy Inc. (MER $1.82)
  • $1.82 Cap: $1.22B
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Q: What is your view on this producer/explorer with a 12% dividend.
How does the balance sheet look.

Thank you

Upvote 3

Read Answer Asked by JACK on July 03, 2025

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: Any thoughts on the topicus loan.Is it a sizable loan?

Thx

Upvote 8

Read Answer Asked by blake on July 03, 2025

• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 33.83X Cap: $2.44T
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• Costco Wholesale Corporation (COST $958.54)
  • $958.54 P/E (TTM): 56.64X Cap: $425.09B
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• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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• JPMorgan Chase & Co. (JPM $296.24)
  • $296.24 P/E (TTM): 14.3X Cap: $814.58B
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• Tesla Inc. (TSLA $340.01)
  • $340.01 P/E (TTM): 185.03X Cap: $1.09T
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• Palantir Technologies Inc. (PLTR $158.74)
  • $158.74 P/E (TTM): 520.03X Cap: $376.58B
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Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Upvote 34

Read Answer Asked by Fernando on July 03, 2025

• First Solar Inc. (FSLR $202.28)
  • $202.28 P/E (TTM): 16.41X Cap: $21.69B
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• Canadian Solar Inc. (CSIQ $11.07)
  • $11.07 Cap: $741M
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• Plug Power Inc. (PLUG $1.68)
  • $1.68 Cap: $1.94B
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• Clearway Energy Inc. Class C (CWEN $30.09)
  • $30.09 P/E (TTM): 82.58X Cap: $3.55B
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• Enphase Energy Inc. (ENPH $38.18)
  • $38.18 P/E (TTM): 26.81X Cap: $4.99B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
  • $47.31 Cap: $17.69B
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Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J

Upvote 2

Read Answer Asked by Jerry on July 03, 2025