Investment Q&A

• ARC Resources Ltd. (ARX $27.46)
  • $27.46 P/E (TTM): 12.1X Cap: $6.04B
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• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 14.4X Cap: $21.68B
  • View TOU Profile
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• Expand Energy Corporation (EXE $101.04)
  • $101.04 Cap: $24.06B
  • View EXE Profile
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Q: Hello Team,
With LNG export a much more acceptable business in the US, would you recommend EXE. US ahead of TOU or ARX in Canada.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on April 15, 2025

Q: This site advertises 6.25% for a 1-yr GIC of CAD50K, an 8% Government of Canada Bond for 1 year. Are these correct?
Thanks kindly for you very useful services.

https://www.canadaratemarket.ca/best-gic-rates/?gad_source=1&gclid=CjwKCAjw5PK_BhBBEiwAL7GTPX1PKe6fml_9cRv1hXOIJlh96YsGPKm7cDa3egUZBfrV93rJ7tWnVxoCoGUQAvD_BwE

Upvote 3

Read Answer Asked by TOM on April 15, 2025

• Axon Enterprise Inc. (AXON $867.12)
  • $867.12 P/E (TTM): 179.92X Cap: $67.50B
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• Comfort Systems USA Inc. (FIX $691.45)
  • $691.45 P/E (TTM): 35.93X Cap: $24.39B
  • View FIX Profile
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• Vertiv Holdings LLC Class A (VRT $138.76)
  • $138.76 P/E (TTM): 81.51X Cap: $52.98B
  • View VRT Profile
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• Shift4 Payments Inc. Class A (FOUR $86.43)
  • $86.43 P/E (TTM): 34.53X Cap: $7.54B
  • View FOUR Profile
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Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Upvote 3

Read Answer Asked by Cheryl on April 15, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.51B
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• IES Holdings Inc. (IESC $335.06)
  • $335.06 P/E (TTM): 34.06X Cap: $6.95B
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Q: I'm down 34% in my cash account. Do you have feel selling and picking up a proxy for 30 days makes sense? If so, can you suggest one?

Upvote 5

Read Answer Asked by Don on April 14, 2025

• BMO S&P/TSX Capped Composite Index ETF (ZCN $36.93)
  • $36.93 P/E (TTM): 16.5X Cap: $11.19B
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• iShares S&P/TSX 60 Index ETF (XIU $41.50)
  • $41.50 P/E (TTM): 14.6X Cap: $17.45B
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Q: I am holding a substantial amount of US funds. With people getting out of US stock market and the downward trend of the American dollar, I would like to know your recommendations. Should I buy Canadian stocks, Canadian Cash ETFs or leave the funds in the US until the tariffs are settled?

Upvote 2

Read Answer Asked by Margie on April 14, 2025

• BMO MSCI Emerging Markets Index ETF (ZEM $24.23)
  • $24.23 P/E (TTM): 0.15X Cap: $1.52B
  • View ZEM Profile
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Q: Retired investor can wait, not ready to leave risk assets.

My current allocation is 9% International markets, 38% US, 27% Can and 27% Cash and bonds.
Would like to start dipping some Emerging markets. For long term hold, how would you proceed and in what % in can$ ?
I just sent a question regarding ZEM, actually if we need to reduce the US allocation than us$ can be used to buy EM. Please make the necessary correction to the previous question if need be.

Thank again.
Yves

Thank you
Yves

Upvote 2

Read Answer Asked by Yves on April 14, 2025

• The iShares MSCI Japan Value ETF (EWJV $35.88)
  • $35.88 Cap: $405M
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• Franklin FTSE Japan ETF (FLJP $32.41)
  • $32.41 Cap: $2.18B
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Q: Dear 5i, If one were interested in investing in Japan using a TFSA for a long term hold. Which would you prefer between FLJP or EWJV ETF on the US exchange? FLJP has approx. 500 holdings and EWJV has a value tilt. with approx. 100 holdings. EWJV's 100 holdings are a subset of FLJP's holdings.

Upvote 2

Read Answer Asked by Ian on April 14, 2025

• NorthIsle Copper and Gold Inc. (NCX $1.34)
  • $1.34 Cap: $345M
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Q: This small mine on Northern Vancouver Island is humming along lately and I would appreciate your analysis with a buy sell or hold with reasons please?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 14, 2025

• Freehold Royalties Ltd. (FRU $13.12)
  • $13.12 P/E (TTM): 16.9X Cap: $2.15B
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Q: Could I get your opinion on Freehold Royalties? Is the dividend safe?

Thank You

Upvote 7

Read Answer Asked by kim on April 14, 2025

• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $31.14B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A
• IES Holdings Inc. (IESC $335.06)
  • $335.06 P/E (TTM): 34.06X Cap: $6.95B
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Q: You mentioned that Cls as high risk ,would you consider Hammond at the same level? And if not for tax loss which one is a better hold or what would be a better alternative to swap for Hammond if tax loss is prefered?Tks.Larry

Upvote 7

Read Answer Asked by Larry on April 14, 2025

• PetroTal Corp. (TAL $0.71)
  • $0.71 P/E (TTM): 5.26X Cap: $649M
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Q: Have a 2% position in TAL and have asked questions on them before. Would appreciate an analysis and would you give me a buy,sell or hold and explanation of why?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 14, 2025

• Dynamic Active Canadian Dividend ETF (DXC $40.36)
  • $40.36 P/E (TTM): 3.85X Cap: $306M
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• Dimensional International Core Equity Market ETF (DFAI $34.51)
  • $34.51 P/E (TTM): 20.62X Cap: $10.60B
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• iShares U.S. Equity Factor Rotation Active ETF (DYNF $55.48)
  • $55.48 P/E (TTM): 58.22X Cap: $21.27B
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Q: In this environment do you consider investing in active etf instead of regular index.

Can you also suggest active etf for USA, CDN and global markets index.

Thanks for the great advice and support.

Upvote 2

Read Answer Asked by Hector on April 14, 2025

• Franklin FTSE Europe ETF (FLEE $33.16)
  • $33.16 P/E (TTM): 34.92X Cap: $112M
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• Franklin FTSE Eurozone ETF (FLEU $30.30)
  • $30.30 P/E (TTM): 23.9X Cap: $48M
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Q: Dear 5i, FLEE is a Europe ETF incl. UK and FLEU is Eurozone excl. UK.
For a long term hold which one would you prefer for a long term hold?
Can you please help explain your reasons.

Upvote 1

Read Answer Asked by Ian on April 14, 2025

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.60B
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Q: Hi,
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?

I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush

Upvote 3

Read Answer Asked by Piyush on April 14, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.93)
  • $26.93 Cap: $3.03B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.69)
  • $18.69 Cap: $831M
  • View XLB Profile
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.79)
  • $16.79 Cap: $829M
  • View XHY Profile
  • View Questions on XHY

Q: Could I have your opinion on XHY?

Thank you

Upvote 2

Read Answer Asked by kim on April 14, 2025

• iShares S&P/TSX 60 Index ETF (XIU $41.50)
  • $41.50 P/E (TTM): 14.6X Cap: $17.45B
  • View XIU Profile
  • View Questions on XIU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.07)
  • $39.07 P/E (TTM): 20.98X Cap: $6.30B
  • View VIU Profile
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• ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
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Q: Hi, I am supporting my 32 year old son in investing a very modest RRSP - $12K total. Given his age, can you recommend a solid set of ETFs or Stocks to get him started?

Thx

Kathryn

Upvote 9

Read Answer Asked by Kathryn on April 14, 2025

• Beyond Oil Ltd. (BOIL $2.54)
  • $2.54 Cap: $189M
  • View BOIL Profile
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Q: What are your thoughts on BOIL today. Do you think they have a chance now of performing well and would you see 2% investment in them as reasonable with an analysis at todays pricing?
Thanx as usual
Gary

Upvote 2

Read Answer Asked by Gary on April 14, 2025

• Boston Pizza Royalties Income Fund (BPF.UN $19.70)
  • $19.70 P/E (TTM): 21.25X Cap: $483M
  • View BPF.UN Profile
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• Pizza Pizza Royalty Corp. (PZA $15.75)
  • $15.75 P/E (TTM): 34.3X Cap: $525M
  • View PZA Profile
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• SIR Royalty Income Fund (SRV.UN $14.53)
  • $14.53 P/E (TTM): 11.92X Cap: $121M
  • View SRV.UN Profile
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• Keg Royalties Income Fund (The) (KEG.UN $18.64)
  • $18.64 P/E (TTM): 169.36X Cap: $211M
  • View KEG.UN Profile
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• A & W Food Services of Canada Inc. (AW $39.00)
  • $39.00 P/E (TTM): 58.4X Cap: $935M
  • View AW Profile
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  • View Reports on AW

Q: For some diversification along with some income I’m debating adding a bit more food service industry. I already own a half position of AW but would consider adding another half of same or go with a different half such as PZA, KEG.UN, BPF.UN, or SRV.UN. Thoughts

Upvote 4

Read Answer Asked by David on April 14, 2025

• Fortuna Mining Corp. (FVI $9.58)
  • $9.58 P/E (TTM): 12.6X Cap: $2.94B
  • View FVI Profile
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Q: Stock seems to have lots of momentum what would be your outlook going forward and could you give us the ratio of silver to gold,would be considered a silver or gold play.

Upvote 2

Read Answer Asked by dennis on April 14, 2025

• Chemours Company (The) (CC $12.63)
  • $12.63 P/E (TTM): 64.26X Cap: $1.89B
  • View CC Profile
  • View Questions on CC

Q: Hi

I am looking for income in my RRSP account and and I am looking at this stock for a 1% weighting to start.

The last time a question was asked on this stock was several years ago..

The high estimate is $27.00 US.

I thank you for your time.

Sincerely

Mike

Upvote 1

Read Answer Asked by Mike on April 14, 2025