Investment Q&A

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Q: Would this be a good time to start buying medium- to long-term bonds? If so, what bond categories and durations would be optimal? My intention is to hold whatever instrument I buy to its maturity.
Robert

Upvote 3

Read Answer Asked by Robert on January 15, 2025

• Tourmaline Oil Corp. (TOU $57.86)
  • $57.86 P/E (TTM): 14.4X Cap: $21.68B
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Q: What is the best way to invest in natural gas?

Upvote 5

Read Answer Asked by Maria on January 15, 2025

• Goliath Resources Limited (GOT $2.25)
  • $2.25 Cap: $340M
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Q: Hi Peter…Would you buy more GOT now? They seem to be posting excellent grades today. My weighting is 1/2 of 1%. Still maybe I should just let the stock ride. Gold is just so hard to call. Any thoughts you have would be appreciated.
Jim

Upvote 2

Read Answer Asked by James on January 15, 2025

• GeneDx Holdings Corp. (WGS $103.96)
  • $103.96 Cap: $3.06B
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Q: Your thoughts on big drop today? Buying opportunity?

Upvote 1

Read Answer Asked by Dale on January 15, 2025

• Melcor Developments Ltd. (MRD $14.32)
  • $14.32 P/E (TTM): 17.65X Cap: $434M
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Q: What are your current thoughts on Melcor Developments for adding to a TFSA? It has been a while since a question was asked.

Upvote 1

Read Answer Asked by Danny-boy on January 15, 2025

• West Fraser Timber Co. Ltd. (WFG $98.82)
  • $98.82 Cap: $7.83B
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Q: I know that you had previously listed West Fraser Timber as one of the stocks that could be harmed by the tariffs. It has decreased over $10 in the past month or so. Do you think it is now pricing in the tariffs or not? Also, do they not have operations in the US? How does that factor into this question?

Upvote 1

Read Answer Asked by Maria on January 15, 2025

Q: Hi there!

What’s your view of the Copper market for 2025 and, what would be 3 of your best companies to own?

Thanks!

Upvote 3

Read Answer Asked by Robert on January 15, 2025

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.24)
  • $47.24 P/E (TTM): 40.25X Cap: $3.04B
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• BMO Aggregate Bond Index ETF (ZAG $13.76)
  • $13.76 Cap: $11.18B
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Q: I use ZAG as fixed income ETF for my RRSP following standard recommendations. am i missing out by only using a Canadian ETF? Is there an ETF in CAD that would include US or global content?

Upvote 1

Read Answer Asked by Matthew on January 15, 2025

• Freehold Royalties Ltd. (FRU $13.20)
  • $13.20 P/E (TTM): 16.9X Cap: $2.15B
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Q: FRU has revenue from U.S. operations. Might this offer protection against tariffs? Are there Canadian companies with most of their revenue from the U.S.?

Upvote 3

Read Answer Asked by James on January 15, 2025

• Purpose High Interest Savings Fund (PSA $50.03)
  • $50.03 Cap: $3.14B
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• Vanguard Balanced ETF Portfolio (VBAL $34.87)
  • $34.87 P/E (TTM): 20.32X Cap: $3.71B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.80B
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Q: Good afternoon,

I have around 18k in my FHSA currently all cash, I'm looking for some investment options to allocate that cash to but not sure of the best practice. I'm looking at purchasing my 1st home in 8-12 months. Would it be best to invest the 18k in different ETFs? Should I allocate 1/3, 1/3, 1/3? What would you recommend as diversification as well as some ETF's you think would be appropriate for my current situation.

Thanks!

Upvote 2

Read Answer Asked by Kevin on January 15, 2025

• Restaurant Brands International Inc. (QSR $94.27)
  • $94.27 P/E (TTM): 23.44X Cap: $42.70B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.96)
  • $35.96 Cap: $23.55B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.67)
  • $43.67 P/E (TTM): 62.47X Cap: $7.21B
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• Stantec Inc. (STN $152.24)
  • $152.24 P/E (TTM): 44.75X Cap: $17.47B
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• TFI International Inc. (TFII $122.68)
  • $122.68 P/E (TTM): 19.83X Cap: $10.27B
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• ATS Corporation (ATS $42.03)
  • $42.03 Cap: $4.07B
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• Thomson Reuters Corporation (TRI $254.53)
  • $254.53 P/E (TTM): 42.38X Cap: $123.89B
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• Alimentation Couche-Tard Inc. (ATD $71.14)
  • $71.14 P/E (TTM): 18.84X Cap: $67.34B
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Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!

Upvote 12

Read Answer Asked by Kel on January 15, 2025

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.24)
  • $47.24 P/E (TTM): 40.25X Cap: $3.04B
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• Vanguard Growth ETF Portfolio (VGRO $39.84)
  • $39.84 P/E (TTM): 25.6X Cap: $7.30B
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• Global X All-Equity Asset Allocation ETF (HEQT $19.34)
  • $19.34 P/E (TTM): 59.41X Cap: $271M
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Q: I'm looking at portfolio style ETFs for my RRSP like VGRO. I find these Canadian based ETFs are overweight Canadian equites. My aim is to reduce the number of ETFs that i own in my RRSP. Is there any CAD ETFs that you recommend that cover global equities, including US, that doesn't overweight Canada?

Upvote 1

Read Answer Asked by Matthew on January 15, 2025

• JPMorgan Chase & Co. (JPM $292.04)
  • $292.04 P/E (TTM): 14.44X Cap: $809.74B
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• Morgan Stanley (MS $141.44)
  • $141.44 P/E (TTM): 16.57X Cap: $224.22B
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• Prudential Financial Inc. (PRU $104.42)
  • $104.42 P/E (TTM): 16.05X Cap: $36.31B
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Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,

Upvote 5

Read Answer Asked by Julie on January 15, 2025

• Nutrien Ltd. (NTR $59.02)
  • $59.02 P/E (TTM): 55.11X Cap: $28.82B
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Q: NTR You added it to your portfolio

Overlay a CORN PRICE chart over NUTRIEN Chart

When Corn goes up NTR goes up Have a Look RAK

Upvote 4

Read Answer Asked by bob on January 15, 2025

• Celestica Inc. (CLS $269.35)
  • $269.35 P/E (TTM): 43.72X Cap: $31.14B
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• Vertiv Holdings LLC Class A (VRT $138.57)
  • $138.57 P/E (TTM): 81.51X Cap: $52.98B
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• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.26B
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• Nebius Group N.V. (NBIS $54.89)
  • $54.89 Cap: $13.13B
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Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Upvote 27

Read Answer Asked by Stephen on January 15, 2025

• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.60B
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Q: Lumine has been especially weak of late.Thoughts Comments?

Upvote 10

Read Answer Asked by Kim on January 15, 2025

• Zoomd Technologies Ltd. (ZOMD $1.27)
  • $1.27 P/E (TTM): 7.85X Cap: $127M
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Q: Zoomd Technologies (ZOMD) had an important announcement yesterday about adding several major new clients, including the NBA. The stock has climbed 23% in the 2 trading sessions since. Now close to $100 million market cap. Their software seems to have applications to just about any industry involved in digital advertising. Most recent quarterly financial report was very impressive. Wondering what you think of this company's potential.

Upvote 3

Read Answer Asked by Dan on January 15, 2025

Q: Greetings in terms of determining whether we are paid to take risk or paying to take risk, should we compare say a 10 yr GOC bond (risk free) to the dividend yield paid by the market or its earnings yield. OR, are there better mechanisms?

Thank you

Upvote 1

Read Answer Asked by Bevan on January 15, 2025

• Costco Wholesale Corporation (COST $963.27)
  • $963.27 P/E (TTM): 55.8X Cap: $418.47B
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• Alphabet Inc. (GOOG $195.76)
  • $195.76 P/E (TTM): 21.85X Cap: $2.36T
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• Intuitive Surgical Inc. (ISRG $479.64)
  • $479.64 P/E (TTM): 70.77X Cap: $170.99B
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• NVIDIA Corporation (NVDA $178.30)
  • $178.30 P/E (TTM): 58.06X Cap: $4.34T
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• NextEra Energy Inc. (NEE $71.04)
  • $71.04 P/E (TTM): 24.66X Cap: $146.58B
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• Constellation Brands Inc. (STZ $170.48)
  • $170.48 Cap: $30.08B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Verizon Communications Inc. (VZ $42.60)
  • $42.60 P/E (TTM): 10.23X Cap: $179.91B
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• Atlassian Corporation (TEAM $187.03)
  • $187.03 Cap: $48.67B
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• Roku Inc. (ROKU $85.46)
  • $85.46 Cap: $12.64B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $868.30)
  • $868.30 P/E (TTM): 179.92X Cap: $67.50B
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• Datadog Inc. (DDOG $134.69)
  • $134.69 P/E (TTM): 299.85X Cap: $45.91B
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• Vertiv Holdings LLC Class A (VRT $138.57)
  • $138.57 P/E (TTM): 81.51X Cap: $52.98B
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• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.26B
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• Nebius Group N.V. (NBIS $54.89)
  • $54.89 Cap: $13.13B
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Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Upvote 47

Read Answer Asked by Dave on January 15, 2025

• A & W Food Services of Canada Inc. (AW $39.25)
  • $39.25 P/E (TTM): 58.4X Cap: $935M
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Q: this stock drops 4% only today ( jan. 14 th)... plus a constant downtrend since the Cie change.Is it time to sell with a10% loss on paper ,or is it still considered as a safe and interesting dividend stock ?

Upvote 5

Read Answer Asked by Jean-Yves on January 15, 2025