Investment Q&A

• ATS Corporation (ATS $39.58)
  • $39.58 Cap: $3.78B
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• Tesla Inc. (TSLA $339.12)
  • $339.12 P/E (TTM): 190.55X Cap: $1.06T
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• Cognex Corporation (CGNX $40.47)
  • $40.47 P/E (TTM): 59.29X Cap: $6.86B
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• Symbotic Inc. (SYM $51.24)
  • $51.24 Cap: $32.83B
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• Nebius Group N.V. (NBIS $70.24)
  • $70.24 Cap: $16.37B
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Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• AbbVie Inc. (ABBV $198.70)
  • $198.70 P/E (TTM): 84.64X Cap: $349.86B
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• Eli Lilly and Company (LLY $635.22)
  • $635.22 P/E (TTM): 50.91X Cap: $592.15B
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• Merck & Company Inc. (MRK $80.05)
  • $80.05 P/E (TTM): 11.76X Cap: $201.54B
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Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Upvote 1

Read Answer Asked by John on February 05, 2025

• Celestica Inc. (CLS $282.29)
  • $282.29 P/E (TTM): 46.48X Cap: $32.87B
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• TerraVest Industries Inc. (TVK $162.08)
  • $162.08 P/E (TTM): 39.58X Cap: $3.08B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.57B
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• Galaxy Digital Inc. Class A common stock (GLXY $39.26)
  • $39.26 Cap: $13.27B
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Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Upvote 29

Read Answer Asked by Christopher on February 05, 2025

• Zedcor Inc. (ZDC $4.30)
  • $4.30 P/E (TTM): 112.43X Cap: $432M
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Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Upvote 5

Read Answer Asked by Peter on February 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.53B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.75)
  • $45.75 Cap: $17.45B
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Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Upvote 1

Read Answer Asked by Steven on February 05, 2025

• CME Group Inc. (CME $285.75)
  • $285.75 P/E (TTM): 27.32X Cap: $101.70B
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• Alphabet Inc. (GOOGL $201.01)
  • $201.01 P/E (TTM): 21.47X Cap: $2.43T
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• Johnson & Johnson (JNJ $174.04)
  • $174.04 P/E (TTM): 18.54X Cap: $417.43B
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• Altria Group Inc. (MO $65.69)
  • $65.69 P/E (TTM): 12.42X Cap: $107.83B
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• Procter & Gamble Company (The) (PG $154.98)
  • $154.98 P/E (TTM): 24.37X Cap: $359.57B
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• Williams Companies Inc. (The) (WMB $58.06)
  • $58.06 P/E (TTM): 31.12X Cap: $70.69B
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• A.O. Smith Corporation (AOS $70.53)
  • $70.53 P/E (TTM): 19.73X Cap: $9.92B
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• Littelfuse Inc. (LFUS $245.41)
  • $245.41 P/E (TTM): 57.71X Cap: $6.17B
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• VICI Properties Inc. (VICI $32.82)
  • $32.82 P/E (TTM): 12.61X Cap: $35.08B
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Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah

Upvote 4

Read Answer Asked by Leah on February 05, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $17.22)
  • $17.22 Cap: $2.20B
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Q: Hi, Could you please comment on AP earnings. Thank you

Upvote 1

Read Answer Asked by francis on February 05, 2025

• BMO S&P 500 Index ETF (ZSP $96.17)
  • $96.17 P/E (TTM): 57.09X Cap: $19.17B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.41)
  • $58.41 P/E (TTM): 55.32X Cap: $3.83B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $104.79)
  • $104.79 P/E (TTM): 72.62X Cap: $1.14B
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• iShares NASDAQ 100 Index ETF (XQQU $77.15)
  • $77.15 P/E (TTM): 54.89X Cap: $136M
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Q: Hello, for a 25 year old with $ 500.00 to invest in the TFSA, which of the above would you suggest?
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo

Upvote 2

Read Answer Asked by Carlo on February 05, 2025

• PayPal Holdings Inc. (PYPL $67.08)
  • $67.08 P/E (TTM): 14.52X Cap: $64.63B
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• Mastercard Incorporated (MA $573.75)
  • $573.75 P/E (TTM): 38.73X Cap: $519.19B
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• Visa Inc. (V $336.08)
  • $336.08 P/E (TTM): 32.89X Cap: $653.33B
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• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.30B
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• Propel Holdings Inc. (PRL $34.52)
  • $34.52 P/E (TTM): 18.38X Cap: $1.39B
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• Fiserv Inc. (FI $132.22)
  • $132.22 P/E (TTM): 22.28X Cap: $72.42B
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Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Upvote 6

Read Answer Asked by Nancy on February 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $88.70)
  • $88.70 P/E (TTM): 232.14X Cap: $146.68B
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Q: Hi, how do you see Brookfield's valuation right now? Is it still fairly priced? What would be a good entry price given the very reasons and likely upcoming volatility? Thank you

Upvote 5

Read Answer Asked by GeeMac on February 05, 2025

• ATS Corporation (ATS $39.58)
  • $39.58 Cap: $3.78B
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Q: Goodmorning

What are your thoughts on ATS latest quarter?

Thks
Marse

Upvote 4

Read Answer Asked by Marcel on February 05, 2025

• Mainstreet Equity Corp. (MEQ $195.45)
  • $195.45 P/E (TTM): 7.4X Cap: $1.81B
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Q: Can you please comment on earnings and the company overall? What would be a good entry point? Thank you

Upvote 4

Read Answer Asked by Clara on February 05, 2025

• Uber Technologies Inc. (UBER $90.58)
  • $90.58 P/E (TTM): 15.68X Cap: $186.77B
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Q: Can you comment on UBER earnings, their forward guidance and US currency headwinds, and the perceived battle with TSLA's robotaxis.

Uber stock price has been flat for a year now - is it undervalued? The market seems to pricing in nothing less than solid earnings and guidance beats, is this a sign that the market considers large cap US stocks to be grossly overvalued in general, and anything less than perfection will result in a sell off?

Upvote 2

Read Answer Asked by Colum on February 05, 2025

• TELUS Corporation (T $22.08)
  • $22.08 P/E (TTM): 34.53X Cap: $33.45B
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Q: What is your level of concern around a possible dividend cut at some point on Telus?

Upvote 4

Read Answer Asked by Doug on February 05, 2025

• JPMorgan Chase & Co. (JPM $289.56)
  • $289.56 P/E (TTM): 14.17X Cap: $794.01B
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• Rivian Automotive Inc. (RIVN $11.93)
  • $11.93 Cap: $14.30B
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Q: I want to ask whether it'd be good to buy JPM and RIVN now to invest for 5 years.

Upvote 3

Read Answer Asked by Linda on February 05, 2025

• Booking Holdings Inc. (BKNG $5,364.32)
  • $5,364.32 P/E (TTM): 37.69X Cap: $175.20B
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Q: Your thoughts on a decent entry point? Management rating 10 being the best.
Thank you

Upvote 3

Read Answer Asked by Nick on February 05, 2025

• Element Fleet Management Corp. (EFN $37.05)
  • $37.05 P/E (TTM): 27.96X Cap: $14.87B
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Q: With regards to EFN.TO. It was extremely volatile on Monday, Feb. 3, 2025 when the US tariffs were due to be implemented against Canada. It looks like EFN price dropped as much as 12% compared to it's previous Friday close but it seem to recover and ended up with a drop of 1%. Can you please give your take on this behaviour and what entry price might be reasonable considering the tariff climate (or wait). Many thanks.

Upvote 2

Read Answer Asked by Ian on February 05, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.53)
  • $55.53 Cap: $7.21B
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Q: Can BIPC be owned along with TRP, ENB & BEPC in a non-registered account? Not too much overlap? Good to receive dividends in US dollars in this crazy period.

Thanks for your input.

Upvote 6

Read Answer Asked by Charles on February 05, 2025

• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.30B
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• EQB Inc. (EQB $102.22)
  • $102.22 P/E (TTM): 10.41X Cap: $3.89B
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• Propel Holdings Inc. (PRL $34.52)
  • $34.52 P/E (TTM): 18.38X Cap: $1.39B
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• Definity Financial Corporation (DFY $72.10)
  • $72.10 P/E (TTM): 21.6X Cap: $8.33B
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Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim

Upvote 12

Read Answer Asked by Tim on February 05, 2025

• Topicus.com Inc. (TOI $175.99)
  • $175.99 P/E (TTM): 87.6X Cap: $23.47B
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Q: My grandson is looking to buy Toi, and since it has taken off recently, what would be a good entry point now? Thanks for your over the top service

Upvote 10

Read Answer Asked by RAJ on February 05, 2025