Investment Q&A

• Aritzia Inc. Subordinate Voting Shares (ATZ $117.38)
  • $117.38 P/E (TTM): 46.13X Cap: $13.25B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $81.20)
  • $81.20 P/E (TTM): 54.73X Cap: $8.95B
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Q: I would appreciate an updated opinion on Groupe Dynamite. Thanks!

Upvote 1

Read Answer Asked by Gregory on January 23, 2025

• Pollard Banknote Limited (PBL $19.69)
  • $19.69 P/E (TTM): 18.69X Cap: $539M
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• Boyd Group Services Inc. (BYD $221.56)
  • $221.56 P/E (TTM): 217.31X Cap: $6.20B
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Q: Going forward for a trade does BYD or PBL have the best potential capital gain? Thank you

Upvote 3

Read Answer Asked by Richard on January 23, 2025

• Fireweed Metals Corp. (FWZ $2.78)
  • $2.78 Cap: $569M
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Q: Hi Peter…A couple of days ago FWZ announced that Adam Lundin would take on the role of Chairman of the Board of Directors. Do you think the Lundin group is signalling an intent to take complete control of Fireweed in the near future? Would you be a buyer if you were willing to accept the risks? I’m assuming at some time in the future Lundin will buy out FWZ’s minority shareholders by issuing shares in Lundin. Any comments you have would be appreciated.
Looks like your prediction of a 10 bagger is coming closer! (…but still pretty far off!)
Jim

Upvote 1

Read Answer Asked by James on January 23, 2025

• Apple Inc. (AAPL $273.67)
  • $273.67 P/E (TTM): 36.44X Cap: $4.02T
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Q: Do you have any concerns with Apple, it has been trending downward since bought into it

Upvote 2

Read Answer Asked by Brian on January 23, 2025

Q: In the “new Trump reality” and associated statements and his expressed policies goals for the American economy directions for the near and long term would you advise/recommend your specific portfolios content/weighting adjustments in regards to geography , type of investments , cash % and any other potentially important issues ? Or should they stay as designed before the Trump second presidency term ? Certainly Trump election has generated a lot of noise in the media including business media . Thank you for your opinion and input in this obviously concerning and confusing times .

Upvote 7

Read Answer Asked by Miroslaw on January 23, 2025

• B2Gold Corp. (BTO $6.31)
  • $6.31 Cap: $8.23B
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Q: With the recent dividend cut of 50% is BTO now a sell, with AEM as a replacement?

Upvote 3

Read Answer Asked by Dean on January 23, 2025

• CurrencyShares Canadian Dollar ETF (FXC)
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Q: how can I go long with the cdn dollar without buying a futures contract, since that would require my to open a new account with a broker. looking for leverage and a long time play, how to you feel about this trade?
thanks
Auftar

Upvote 3

Read Answer Asked by auftar on January 22, 2025

• iShares Russell 2000 Growth ETF (IWO $329.61)
  • $329.61 P/E (TTM): 22.72X Cap: $13.13B
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Q: Good morning, would you please explain the difference between these two and do you have a preference. IWV is not on your list
Thanks, Peter

Upvote 3

Read Answer Asked by Peter on January 22, 2025

• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.16)
  • $13.16 P/E (TTM): 15.01X Cap: $903M
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Q: Perhaps it is dumb question time, however I am struggling to understand the reported stats for UMAX. Perhaps it is an obvious answer I am missing.

As of Jan 21, 2025 the Hamilton ETF's web site says UMAX is yielding 14.67%. Just below that it shows "Total Returns (incl. Dividends)" of -4.53 for 1 month to 4.18% since inception. How is this possible without eroding the NAV (or a significant stock value loss, which I do not see based on stocks in the ETF). Scratching my head to see how this math works, as I was considering this ETF for yield in a LIF.

Thanks

Dave

Upvote 2

Read Answer Asked by Dave on January 22, 2025

• Crocs Inc. (CROX $89.31)
  • $89.31 P/E (TTM): 29.23X Cap: $4.64B
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Q: I hold CROX and 2024 has been a roller coaster ride. Still up a bit though.
I am looking for clarity on holding it, based on 2 recent responses.
Dec 13, Dick asked about top 3 growth stocks in USA, and CROX made that coveted list.
Jan 22, Dave asked to rank 6 specific stocks for growth, based on 2025 estimates. On that puny list, CROX ended up last, with 0% growth forecast.
I cannot rationalize those two responses. In one case, it is one of the top stocks in America; in the other, it is last amongst six. Looking for clarity on what to think of CROX for 2025. Many thanks.
(another) Dave

Upvote 3

Read Answer Asked by Dave on January 22, 2025

• Boardwalk Real Estate Investment Trust (BEI.UN $63.65)
  • $63.65 P/E (TTM): 10.74X Cap: $3.44B
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• Crombie Real Estate Investment Trust (CRR.UN $15.53)
  • $15.53 Cap: $2.89B
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• Granite Real Estate Investment Trust (GRT.UN $81.16)
  • $81.16 P/E (TTM): 39.17X Cap: $4.94B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $16.46)
  • $16.46 P/E (TTM): 4.35X Cap: $2.06B
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Q: I hold these REITs in a diversified portfolio. They have not been performing and are mostly close to 52 week lows. Do you see upside in these? What is your view on holding REITs like these? Should I be switching them out for something else or am I being the typical investor considering selling at the bottom :-)

Upvote 3

Read Answer Asked by Jacques on January 22, 2025

• BCE Inc. (BCE $31.53)
  • $31.53 P/E (TTM): 4.79X Cap: $29.36B
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• TELUS Corporation (T $17.42)
  • $17.42 Cap: $26.99B
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Q: Are the telcos oversold? Are they a good dividend play at the levels?

Upvote 8

Read Answer Asked by Gary on January 22, 2025

• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 45.82X Cap: $42.91B
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Q: What does the market expect from Celestica next week?

Thx

Upvote 3

Read Answer Asked by blake on January 22, 2025

• iShares U.S. Financials ETF (IYF $128.72)
  • $128.72 P/E (TTM): 15.42X Cap: $4.22B
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Q: Seems like US banks could perform well this year. What would be a good ETF to best capture growth?

Upvote 5

Read Answer Asked by steve on January 22, 2025

• Thomson Reuters Corporation (TRI $182.02)
  • $182.02 P/E (TTM): 34.03X Cap: $80.61B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 24.26X Cap: $1.89B
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Q: I have held HPS.A for a while and likely was late to the party. The recent recovery has helped and wondering if it's time to make the switch to TRI? Your recent responses seem to be very positive on TRI.

Thanks

Upvote 8

Read Answer Asked by Lyle on January 22, 2025

Q: any idea if you are using you tfsa for a GIC yield if it would effect your O.A.S. to be clawed back.

Upvote 3

Read Answer Asked by jim on January 22, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $37.02)
  • $37.02 Cap: $24.20B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.93)
  • $52.93 Cap: $19.19B
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Q: Good morning

I noticed today that BEPC is trading at round $36.00 and back in December it was at around $44.00 Is BEPC a good entry point today for a long term hold? Any reason for the drop?

Jimmy

Upvote 3

Read Answer Asked by Jimmy on January 22, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $52.52)
  • $52.52 P/E (TTM): 9.84X Cap: $3.78B
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• BMO Equal Weight Global Gold Index ETF (ZGD $278.60)
  • $278.60 P/E (TTM): 1.83X Cap: $282M
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• iShares Gold Bullion ETF (CGL $33.50)
  • $33.50 Cap: $2.25B
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• Agnico Eagle Mines Limited (AEM $174.21)
  • $174.21 P/E (TTM): 28.75X Cap: $84.78B
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Q: Hi 5i Team,
I want to add some exposure to the gold sector to my portfolio. What would you suggest given the current market? Gold bullion ETF (CGL), Equity ETF (XGD or ZGD) or invest directly in a Gold producer like AEM ? And what % would you suggest for a mid-40 investor?
Thanks

Upvote 3

Read Answer Asked by Benoit on January 22, 2025

• Invesco Food & Beverage ETF (PBJ $45.60)
  • $45.60 P/E (TTM): 16.48X Cap: $100M
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Q: I am looking to invest in food oriented companies such as groceries stores and consumer staples in both the US and Canada. It would be an expensive venture to invest in individual stocks. Are there ETF’s that you would recommend?

Upvote 2

Read Answer Asked by shirley on January 22, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.19X Cap: $116.15B
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Q: Are there any particular CDN dividend stocks that you find particularly attractive presently - either for valuation, or long-term "growth" potential?

Upvote 5

Read Answer Asked by Anthony on January 22, 2025