Investment Q&A

• Virtus Private Credit Strategy ETF (VPC $16.50)
  • $16.50 P/E (TTM): 10.92X Cap: $42M
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• Accelerate Diversified Credit Income Fund (INCM $13.68)
  • $13.68 P/E (TTM): 12.91X Cap: $59M
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Q: What are your thoughts on investing in private credit? Should it be part of a diversified portfolio? Are the above ETF's a good vehicle to invest in private credit?
Happy Holidays to the 5i staff!

Upvote 3

Read Answer Asked by ROB on December 22, 2025

• Icahn Enterprises L.P. (IEP $7.95)
  • $7.95 Cap: $4.81B
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• Alerian MLP ETF (AMLP $51.51)
  • $51.51 P/E (TTM): 12.4X Cap: $11.69B
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• Alliance Resource Partners L.P. (ARLP $25.90)
  • $25.90 P/E (TTM): 13.7X Cap: $3.31B
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• CrossAmerica Partners LP representing limited partner interests (CAPL $22.02)
  • $22.02 P/E (TTM): 18.59X Cap: $882M
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• Plains GP Holdings L.P. (PAGP $22.08)
  • $22.08 P/E (TTM): 42.7X Cap: $4.27B
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• Western Midstream Partners LP Representing Limited Partner Interests (WES $41.49)
  • $41.49 P/E (TTM): 13.03X Cap: $17.71B
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• Westlake Chemical Partners LP representing limited partner interests (WLKP $20.94)
  • $20.94 P/E (TTM): 15.25X Cap: $751M
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• Hess Midstream LP Class A Representing Limited Partner Interests (HESM $37.52)
  • $37.52 P/E (TTM): 13.36X Cap: $4.85B
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Q: I am interested to know your thoughts about US MLPs for Canadian investors. One that’s been on my radar for a while is energy transfer partners. Could you please address the tax issue related to what a Canadian investor must be careful of, or which account would be better to hold an MLP in. In addition, could you list 3 to 5 MLPs that pay wonderful dividends that you would recommend?

Upvote 2

Read Answer Asked by Kirk on December 22, 2025

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.86)
  • $14.86 P/E (TTM): 14.35X Cap: $420M
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Q: After years of holding this company I sold it for tax loss. I'm confident I have time to rebuy after 30 days without the need of a proxy. The question is, should I rebuy it. Even though it has grown for the last 3-4 Q's as a result of its entry into the RTD market, investors don't seem to care. Perhaps with a risk off market and a shift to value it could run. What do you think? How would you rank this stock, as an income stock with moderate growth or just a straight income stock? What would you consider a better income stock with moderate growth? Can you review it's last 2 or 3 Q's in your response? Thank you.
John

Upvote 2

Read Answer Asked by John on December 22, 2025

Q: NRXS Can you give me you opinion on this stock. Do you it has potential from current prices?

Upvote 1

Read Answer Asked by Imtiaz on December 22, 2025

• Rapid Micro Biosystems Inc. (RPID $3.97)
  • $3.97 Cap: $173M
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Q: Do you have an opinion on RPID?

Upvote 1

Read Answer Asked by Mary on December 22, 2025

• Apple Inc. (AAPL $260.58)
  • $260.58 P/E (TTM): 33.46X Cap: $3.88T
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• Arm Holdings plc (ARM $126.93)
  • $126.93 P/E (TTM): 169.65X Cap: $134.45B
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Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?

Upvote 2

Read Answer Asked by Robert on December 22, 2025

• Tesla Inc. (TSLA $411.71)
  • $411.71 P/E (TTM): 380.85X Cap: $1.54T
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Q: What is your opinion on Tesla moving forward ? Is there an opportunity here starting a new position? In a previous question you stated that Fundamentals in the company are improving. Do you mind explaining please?

Thank you

Upvote 2

Read Answer Asked by Nick on December 22, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.16)
  • $27.16 P/E (TTM): 43.28X Cap: $3.73B
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• Purpose High Interest Savings Fund (PSA $50.07)
  • $50.07 Cap: $3.02B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 P/E (TTM): 13.15X Cap: $6.84B
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• Global X 0-3 Month T-Bill ETF (CBIL $50.05)
  • $50.05 Cap: $1.82B
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• High Interest Savings Account ETF (HISA)
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Q: Hello, Im looking for a conservative option to GICs
Would it be preferred shares ? Please help and avise

thanks so much

Tim

Upvote 4

Read Answer Asked by Tim on December 22, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $62.72)
  • $62.72 P/E (TTM): 8.01X Cap: $4.86B
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Q: gold has gone up a lot this year do you think new buying for something like xgd is a reasonable decision?

Upvote 6

Read Answer Asked by joseph on December 22, 2025

• AT&T Inc. (T $27.88)
  • $27.88 P/E (TTM): 9.17X Cap: $195.17B
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• BCE Inc. (BCE $35.01)
  • $35.01 P/E (TTM): 5.29X Cap: $32.64B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $52.32)
  • $52.32 P/E (TTM): 4.25X Cap: $28.29B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $52.95)
  • $52.95 P/E (TTM): 14.99X Cap: $12.10B
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Q: Have a capital loss with Telus of 23%. Would you recommend selling Telus and buying one of BCE, QBR.B or RCI.B or just keeping cash buying back T after 30 days or doing something else? How would you rank BCE, QBR.B, RCI.B, T for an income account for purchase?

Upvote 6

Read Answer Asked by David on December 22, 2025

• Amazon.com Inc. (AMZN $204.86)
  • $204.86 P/E (TTM): 28.56X Cap: $2.19T
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• NVIDIA Corporation (NVDA $187.90)
  • $187.90 P/E (TTM): 46.65X Cap: $4.56T
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• goeasy Ltd. (GSY $118.10)
  • $118.10 P/E (TTM): 8.88X Cap: $1.89B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $209.41)
  • $209.41 P/E (TTM): 30.19X Cap: $2.49B
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• Nebius Group N.V. (NBIS $107.61)
  • $107.61 Cap: $25.62B
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• Microsoft CDR (CAD Hedged) (MSFT $28.33)
  • $28.33 P/E (TTM): 29.3X Cap: $4.06T
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• Alphabet CDR (CAD Hedged) (GOOG $49.02)
  • $49.02 P/E (TTM): 37.8X Cap: $5.02T
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Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Upvote 21

Read Answer Asked by Terry on December 22, 2025

Q: I currently have a balance between silver bullion and silver equities. I'm looking to increase my holdings. At this time in the market would you favor the purchase of quality silver stocks or silver bullion?
With appreciation,
Ed

Upvote 7

Read Answer Asked by Ed on December 22, 2025

• Discovery Silver Corp. (DSV $9.75)
  • $9.75 Cap: $7.91B
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Q: Peter; Thank you the response yesterday. Given your info would it not be a good time to add a little? I don’t think Mr. Sprott would risk his reputation if he was trading with any material info.
As a long timer, I would like to thank you and all of your staff for the exceptional service over the years. My wife and have
both seen all our various portfolio’s returns that beat anything
available in the investing universe.
Enjoy your time off, not much I would guess, and a Merry Christmas and a prosperous New Year.
Rod

Upvote 7

Read Answer Asked by Rodney on December 22, 2025

• Constellation Software Inc. (CSU $2,415.33)
  • $2,415.33 P/E (TTM): 55.72X Cap: $50.37B
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• ADF Group Inc. Subordinate Voting Shares (DRX $10.01)
  • $10.01 P/E (TTM): 9.77X Cap: $285M
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• MDA Space Ltd. (MDA $39.00)
  • $39.00 P/E (TTM): 44.98X Cap: $4.92B
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Q: Just sold in our joint account for tax loss can I buy back in an individual account before 30 days and still claim the tax loss jointly?

Upvote 6

Read Answer Asked by John on December 20, 2025

• Global X US Dollar Currency ETF (DLR.U $10.17)
  • $10.17 P/E (TTM): 13.15X Cap: $215M
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.73)
  • $13.73 P/E (TTM): 15.01X Cap: $1.13B
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• Harvest Premium Yield Treasury ETF (HPYT $8.59)
  • $8.59 Cap: $408M
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• Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL $14.80)
  • $14.80 Cap: $220M
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Q: Will have to sell one of these to raise cash. Which one? Thanks and Greetings Peter.

Upvote 4

Read Answer Asked by peter on December 20, 2025

Q: Can you give me some insights into this silver company. This one shot to 84 cents and and is now back in the 30 cents range. Is it s good buy considering current silver prices.

Upvote 2

Read Answer Asked by Imtiaz on December 20, 2025

• Broadcom Inc. (AVGO $333.99)
  • $333.99 P/E (TTM): 70.21X Cap: $1.58T
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• Celestica Inc. (CLS $291.33)
  • $291.33 P/E (TTM): 48.8X Cap: $33.58B
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Q: your choice for upside in this tech market today and why

Thanks Dave

Upvote 7

Read Answer Asked by Dave on December 20, 2025

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.70)
  • $21.70 P/E (TTM): 17.11X Cap: $1.36B
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Q: I’m looking for the MER to HDIV. The Globe & Mail has it at 0.65%, Morningstar lists 2.550%, Hamilton ETFs site says “0.00% (subject to the fees of the underlying portfolio ETFs)”.

I’m guessing I don’t get to pick the one I like best so wondering what it actually is?

Upvote 2

Read Answer Asked by Raymond on December 20, 2025

• Welltower Inc. (WELL $208.01)
  • $208.01 P/E (TTM): 74.23X Cap: $145.13B
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• Ventas Inc. (VTR $85.48)
  • $85.48 P/E (TTM): 158.78X Cap: $40.72B
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• Chartwell Retirement Residences (CSH.UN $21.83)
  • $21.83 P/E (TTM): 100.55X Cap: $6.72B
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• Extendicare Inc. (EXE $24.62)
  • $24.62 P/E (TTM): 23.23X Cap: $2.06B
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• Sienna Senior Living Inc. (SIA $23.08)
  • $23.08 P/E (TTM): 52.0X Cap: $2.16B
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• Brookdale Senior Living Inc. (BKD $14.95)
  • $14.95 Cap: $3.55B
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• Sonida Senior Living Inc. (SNDA $34.67)
  • $34.67 Cap: $650M
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Q: What Long term care stocks would you recommend in Canada or US ?

Upvote 6

Read Answer Asked by Allen on December 20, 2025

• FactSet Research Systems Inc. (FDS $198.88)
  • $198.88 P/E (TTM): 12.59X Cap: $7.34B
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Q: Hi,

What do you think of Factset's latest results ? Is it a buying opportunity ?

Thanks

Guy

Upvote 1

Read Answer Asked by Guy on December 20, 2025