Investment Q&A

• Broadcom Inc. (AVGO $327.11)
  • $327.11 P/E (TTM): 87.07X Cap: $1.53T
  • View AVGO Profile
  • View Questions on AVGO
• Intuitive Surgical Inc. (ISRG $560.40)
  • $560.40 P/E (TTM): 73.26X Cap: $197.40B
  • View ISRG Profile
  • View Questions on ISRG
• Procter & Gamble Company (The) (PG $145.69)
  • $145.69 P/E (TTM): 21.2X Cap: $345.39B
  • View PG Profile
  • View Questions on PG
• Prudential Financial Inc. (PRU $114.40)
  • $114.40 P/E (TTM): 16.02X Cap: $45.08B
  • View PRU Profile
  • View Questions on PRU
• Canadian National Railway Company (CNR $136.80)
  • $136.80 P/E (TTM): 18.1X Cap: $82.67B
  • View CNR Profile
  • View Questions on CNR
• Canadian Natural Resources Limited (CNQ $43.63)
  • $43.63 P/E (TTM): 13.56X Cap: $91.55B
  • View CNQ Profile
  • View Questions on CNQ
• WSP Global Inc. (WSP $244.24)
  • $244.24 P/E (TTM): 36.71X Cap: $31.82B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $180.82)
  • $180.82 P/E (TTM): 34.02X Cap: $81.01B
  • View TRI Profile
  • View Questions on TRI
• Nutrien Ltd. (NTR $84.65)
  • $84.65 P/E (TTM): 50.19X Cap: $42.16B
  • View NTR Profile
  • View Questions on NTR
• Trane Technologies plc (TT $385.89)
  • $385.89 P/E (TTM): 30.48X Cap: $84.77B
  • View TT Profile
  • View Questions on TT
• Brookfield Corporation Class A Limited Voting Shares (BN $62.00)
  • $62.00 P/E (TTM): 89.91X Cap: $137.75B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.39)
  • $72.39 P/E (TTM): 32.99X Cap: $114.81B
  • View BAM Profile
  • View Questions on BAM

Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.

Upvote 31

Read Answer Asked by Joel on April 16, 2025

• Kraken Robotics Inc. (PNG $5.82)
  • $5.82 P/E (TTM): 98.5X Cap: $1.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: PNG announced a sale a couple of days ago of around $11M. How significant is this? Also, when does PNG next report and what is expected?

Upvote 3

Read Answer Asked on April 16, 2025

• Celestica Inc. (CLS $371.95)
  • $371.95 P/E (TTM): 47.79X Cap: $43.72B
  • View CLS Profile
  • View Questions on CLS

Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?

Upvote 4

Read Answer Asked by blake on April 16, 2025

• Orca Energy Group Inc. (ORC.B $3.50)
  • $3.50 Cap: $1.20B
  • View ORC.B Profile
  • View Questions on ORC.B

Q: any comments on this stock is apreciated

Upvote 2

Read Answer Asked by Gary on April 16, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Looking to add some gold to my portfolio for the short term. I have a small position in AEM. I saw you've recommended a few gold ETFs. Would it be best held in an RRSP or TFSA account? Thanks in advance.

Upvote 3

Read Answer Asked by bernie on April 16, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $37.13)
  • $37.13 Cap: $24.21B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $48.08)
  • $48.08 P/E (TTM): 52.0X Cap: $21.68B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I sold these stocks for tax loss harvesting just over three weeks ago. Please confirm how long I have to wait before I can buy it back - 30 calendar days?
Thanks for your great help and advice.

Upvote 4

Read Answer Asked by dave on April 16, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Over a year ago you suggested a weighting in tech of 20 to 30%, has that changed if so what would it be today? What weighting do you recommend for gold?

Upvote 7

Read Answer Asked by Terry on April 16, 2025

• Broadcom Inc. (AVGO $327.11)
  • $327.11 P/E (TTM): 87.07X Cap: $1.53T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $174.20)
  • $174.20 P/E (TTM): 44.1X Cap: $4.15T
  • View NVDA Profile
  • View Questions on NVDA

Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Upvote 3

Read Answer Asked by Dawn on April 16, 2025

• Propel Holdings Inc. (PRL $24.95)
  • $24.95 P/E (TTM): 11.42X Cap: $967M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Can you provide expectations for Propels upcoming earnings

Upvote 4

Read Answer Asked by Kim on April 16, 2025

• Devon Energy Corporation (DVN $35.92)
  • $35.92 P/E (TTM): 8.26X Cap: $23.17B
  • View DVN Profile
  • View Questions on DVN

Q: Hi,
I’ve been holding Devon for a couple of years and am way under water. I’m thinking of dumping it. Do you think there is any hope for the name?

Upvote 1

Read Answer Asked by Scott on April 16, 2025

• iShares 0-3 Month Treasury Bond ETF (SGOV $100.56)
  • $100.56 Cap: $65.75B
  • View SGOV Profile
  • View Questions on SGOV

Q: I have USD in my US account. Can you suggest a US ETF on the US market where I can park these funds.

Upvote 2

Read Answer Asked by jacques on April 16, 2025

• Amplify Energy Corp. (AMPY $4.60)
  • $4.60 Cap: $189M
  • View AMPY Profile
  • View Questions on AMPY

Q: Would appreciate an analysis of this small oil and gas company I came across on Yahoo Finance. Just interested on your expert analysis.
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 16, 2025

• Imperial Oil Limited (IMO $115.96)
  • $115.96 P/E (TTM): 15.0X Cap: $58.30B
  • View IMO Profile
  • View Questions on IMO
• Canadian Natural Resources Limited (CNQ $43.63)
  • $43.63 P/E (TTM): 13.56X Cap: $91.55B
  • View CNQ Profile
  • View Questions on CNQ

Q: Looking to take a position in either IMO or CNQ. Capital appreciation is more important than dividend income. Which would you prefer and why. Thank you.

Upvote 5

Read Answer Asked by Greg on April 16, 2025

• WSP Global Inc. (WSP $244.24)
  • $244.24 P/E (TTM): 36.71X Cap: $31.82B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.05)
  • $163.05 P/E (TTM): 25.45X Cap: $1.95B
  • View HPS.A Profile
  • View Questions on HPS.A
• Axon Enterprise Inc. (AXON $558.18)
  • $558.18 P/E (TTM): 175.99X Cap: $43.40B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $911.19)
  • $911.19 P/E (TTM): 41.02X Cap: $31.17B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $154.00)
  • $154.00 P/E (TTM): 60.63X Cap: $57.28B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $65.21)
  • $65.21 P/E (TTM): 30.81X Cap: $5.71B
  • View FOUR Profile
  • View Questions on FOUR

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 14

Read Answer Asked by Cheryl on April 16, 2025

• Canadian Natural Resources Limited (CNQ $43.63)
  • $43.63 P/E (TTM): 13.56X Cap: $91.55B
  • View CNQ Profile
  • View Questions on CNQ

Q: First off, thanks for your unbiased opinions over the years they have been great. I had always been looking for an entry in to CNQ. I reviewed all the questions on it and bought in at $37.00 +- for a long term hold 6.4 dividend. Maybe it will go lower but in 20 years time it will not matter. Thanks Steve

Upvote 8

Read Answer Asked by STEVE on April 16, 2025

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: WELL issued guidance of roughly $200 million EBITDA for 2025. They currently have a market cap of $1 billion, so that would be a ratio of 5 times EBITDA if they achieve the guidance. How does this compare to other profitable, small cap health care stocks?

Upvote 7

Read Answer Asked by Dan on April 16, 2025

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi 5i, Any info gleaned from listening in on their CC? As of writing this the market has taken WELL down 9%. Do see this as justified? Lastly, based on forward guidance can you provide key valuation metrics, like P/E and other stats you would look at.

Thx.

Upvote 9

Read Answer Asked by Christopher on April 16, 2025

• Neo Performance Materials Inc. (NEO $15.61)
  • $15.61 Cap: $654M
  • View NEO Profile
  • View Questions on NEO

Q: Peter and His Wonder Team
NEO is up 14%. Something must have happened your thoughts please! Thank you!

Upvote 2

Read Answer Asked by Ernest on April 16, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,477.59)
  • $2,477.59 P/E (TTM): 8.39X Cap: $53.01B
  • View FFH Profile
  • View Questions on FFH
• Power Corporation of Canada Subordinate Voting Shares (POW $72.65)
  • $72.65 P/E (TTM): 15.38X Cap: $45.93B
  • View POW Profile
  • View Questions on POW

Q: Hello Team,
Which of these two would you prefer for total return going forward and why?
Thank You,
Barry

Upvote 8

Read Answer Asked by Barry on April 16, 2025

• CME Group Inc. (CME $269.31)
  • $269.31 P/E (TTM): 26.45X Cap: $98.70B
  • View CME Profile
  • View Questions on CME
• TMX Group Limited (X $51.68)
  • $51.68 P/E (TTM): 31.56X Cap: $14.25B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Cboe Global Markets Inc. (CBOE $249.80)
  • $249.80 P/E (TTM): 26.77X Cap: $26.39B
  • View CBOE Profile
  • View Questions on CBOE

Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you

Upvote 5

Read Answer Asked by kim on April 16, 2025