Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.10)
  • $51.10 P/E (TTM): 20.27X Cap: $3.64B
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• Vanguard Total Stock Market ETF (VTI $329.46)
  • $329.46 P/E (TTM): 25.58X Cap: $561.69B
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• Vanguard All-Equity ETF Portfolio (VEQT $54.28)
  • $54.28 P/E (TTM): 1.83X Cap: $11.88B
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• iShares Core Equity ETF Portfolio (XEQT $40.27)
  • $40.27 P/E (TTM): 13.01X Cap: $14.61B
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• Simplify Hedged Equity ETF (HEQT $31.89)
  • $31.89 P/E (TTM): 25.68X Cap: $324M
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Q: From a tax perspective, which of the above ETFs are best suited for:

1. TFSA
2. RRSP

Upvote 5

Read Answer Asked by Paul on February 12, 2025

• United Airlines Holdings Inc. (UAL $90.28)
  • $90.28 P/E (TTM): 8.49X Cap: $28B
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• MSCI Inc. (MSCI $550.00)
  • $550.00 P/E (TTM): 34.92X Cap: $40.06B
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• Natera Inc. (NTRA $197.68)
  • $197.68 Cap: $26.62B
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• Reddit Inc. Class A (RDDT $140.00)
  • $140.00 P/E (TTM): 50.71X Cap: $25.28B
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Q: Hello,

Can you please comment on MSCI's after hours news releases.

Thank you!

Upvote 3

Read Answer Asked by Irek on February 12, 2025

• Vertiv Holdings LLC Class A (VRT $264.74)
  • $264.74 P/E (TTM): 75.92X Cap: $99.04B
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Q: What are your thoughts regarding upcoming earnings tomorrow?

Upvote 5

Read Answer Asked by Catherine on February 12, 2025

• Toronto-Dominion Bank (The) (TD $130.29)
  • $130.29 P/E (TTM): 10.25X Cap: $213.69B
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• TFI International Inc. (TFII $139.13)
  • $139.13 P/E (TTM): 36.11X Cap: $11.50B
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Q: In terms of picking one for a recovery of stock, would you prefer TD or TFI??

Upvote 7

Read Answer Asked by Dennis on February 12, 2025

• Astera Labs Inc. (ALAB $127.48)
  • $127.48 P/E (TTM): 98.61X Cap: $20.47B
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Q: Your opinion please about their latest results and market reaction, thanks

Upvote 1

Read Answer Asked by Steven on February 12, 2025

• NFI Group Inc. (NFI $17.85)
  • $17.85 Cap: $2.01B
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Q: What do the think are the odds of NFI being taken over, and if so what price might be attractive to a buyer??

Upvote 2

Read Answer Asked by Mike on February 12, 2025

• Goosehead Insurance Inc. (GSHD $44.93)
  • $44.93 P/E (TTM): 42.47X Cap: $1.61B
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• Freshworks Inc. (FRSH $8.16)
  • $8.16 Cap: $2.31B
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• Construction Partners Inc. (ROAD $118.64)
  • $118.64 P/E (TTM): 52.04X Cap: $6.44B
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• Shift4 Payments Inc. Class A (FOUR $44.60)
  • $44.60 P/E (TTM): 61.99X Cap: $3.52B
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• Cantaloupe Inc. (CTLP $10.53)
  • $10.53 P/E (TTM): 14.23X Cap: $771M
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• SoFi Technologies Inc. (SOFI $17.63)
  • $17.63 P/E (TTM): 46.74X Cap: $22.64B
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• Cellebrite DI Ltd. (CLBT $14.40)
  • $14.40 Cap: $3.60B
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• ReposiTrak Inc. (TRAK $8.02)
  • $8.02 P/E (TTM): 21.38X Cap: $143M
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• Nebius Group N.V. (NBIS $129.85)
  • $129.85 Cap: $26.89B
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Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Upvote 17

Read Answer Asked by Jim on February 12, 2025

• Extendicare Inc. (EXE $26.98)
  • $26.98 P/E (TTM): 23.74X Cap: $2.48B
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Q: Why the jump in stock price over last few day??

Upvote 2

Read Answer Asked by adam on February 12, 2025

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Could you explain today’s press release in layman’s terms,are they headed for a strategic review and does this give them a tailwind,basically your thoughts on this announcement would you buy here for a 1-2 year hold thank you

Upvote 3

Read Answer Asked by Greg on February 12, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.27)
  • $183.27 P/E (TTM): 27.13X Cap: $2.18B
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Q: Would you be comfortable buying HPS at today's price?
Thank you

Upvote 10

Read Answer Asked by Nicolas on February 11, 2025

• Miscellaneous (MISC)
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Q: Where can I find a repeat of the Feb 4 webinar by Ryan

Upvote 4

Read Answer Asked by Terry on February 11, 2025

• Genius Sports Limited (GENI $5.20)
  • $5.20 Cap: $1.27B
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Q: Hi folks, watched podcast with Ryan Modesto, and for 5i members, I would say this is a "Must Watch"...again many thanks to 5i and great staff led by Peter, Ryan Modesto, Chris White, & others, for so much great information for DIY investors...had never heard of Genius Sports Geni/q prior, but more I heard...more I liked and took position...your thoughts of Geni going forward once works it way thru the $8.50 finance....thanks again for all the great work 5i does/provides to us newbies, jb Piedmont QC

Upvote 8

Read Answer Asked by John on February 11, 2025

• 3iQ Ether Staking ETF (ETHQ $12.47)
  • $12.47 Cap: $76M
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• Fidelity Advantage Ether ETF (FETH $42.45)
  • $42.45 Cap: $64M
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• iShares Ethereum Trust ETF (ETHA $17.61)
  • $17.61 Cap: $6.72B
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Q: Ethereum has dropped from a high of $4100 to below $2600, could you please explain why, also when Bitcoin has generally stayed in the $100k range? Is this a buying opportunity? If it is, is there a Canadian ETF to put money into? Thanks in advance. Also, many thanks for your answer on my previous question on BTC, it was extremely detailed and well thought out.

Upvote 3

Read Answer Asked by K on February 11, 2025

• Enterprise Group Inc. (E $1.10)
  • $1.10 P/E (TTM): 23.4X Cap: $89M
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Q: Just wondering your thoughts on this small growing company

Upvote 6

Read Answer Asked by TREVOR on February 11, 2025

• Suncor Energy Inc. (SU $82.93)
  • $82.93 P/E (TTM): 16.84X Cap: $97.12B
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• Cameco Corporation (CCO $150.89)
  • $150.89 P/E (TTM): 122.47X Cap: $64.54B
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Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?

Upvote 6

Read Answer Asked by Dennis on February 11, 2025

• Savaria Corporation (SIS $25.43)
  • $25.43 P/E (TTM): 28.84X Cap: $5.65B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.27)
  • $183.27 P/E (TTM): 27.13X Cap: $2.18B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.91)
  • $8.91 P/E (TTM): 8.72X Cap: $248M
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Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)

One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.

My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.

Thx

Upvote 9

Read Answer Asked by Christopher on February 11, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.21)
  • $173.21 P/E (TTM): 133.46X Cap: $220.17B
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Q: Any update to add to earlier response on earnings based on the call? Stock is down but not nearly as much as when the results were initially released.

Upvote 3

Read Answer Asked on February 11, 2025

Q: Explain this to me like I'm a ten year old. The US consumes 5M tonnes of aluminum annually. They produce 750K tons. They import roughly 3M tonnes from Canada and now a tariff. Don't our producers just say cool, increase the price 25% and we're even. Who loses here? Who has who by the you know what's? Last time our exports dropped just 14% ( the US customers had bulked up on buying when tariffs were signalled) and within two years everything was back to normal. I don't get it. Is it all just posturing and bluster? Unless the US immediately stops using aluminum aren't they the real losers here?

Upvote 15

Read Answer Asked by alex on February 11, 2025

• First Solar Inc. (FSLR $199.48)
  • $199.48 P/E (TTM): 13.8X Cap: $21.04B
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• Caterpillar Inc. (CAT $699.78)
  • $699.78 P/E (TTM): 36.89X Cap: $322.90B
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• D.R. Horton Inc. (DHI $142.09)
  • $142.09 P/E (TTM): 12.76X Cap: $40.70B
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• Ford Motor Company (F $11.71)
  • $11.71 Cap: $46.55B
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• General Motors Company (GM $72.95)
  • $72.95 P/E (TTM): 22.14X Cap: $65.43B
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• Lennar Corporation Class A (LEN $95.95)
  • $95.95 P/E (TTM): 11.9X Cap: $23.51B
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• NextEra Energy Inc. (NEE $92.82)
  • $92.82 P/E (TTM): 28.12X Cap: $193.30B
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• United Rentals Inc. (URI $743.13)
  • $743.13 P/E (TTM): 19.09X Cap: $46.44B
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• Linamar Corporation (LNR $86.90)
  • $86.90 P/E (TTM): 21.25X Cap: $5.17B
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• Magna International Inc. (MG $76.78)
  • $76.78 P/E (TTM): 18.84X Cap: $21.30B
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• Tesla Inc. (TSLA $395.56)
  • $395.56 P/E (TTM): 362.22X Cap: $1.46T
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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

• iShares S&P/TSX Global Base Metals Index ETF (XBM $32.66)
  • $32.66 P/E (TTM): 22.68X Cap: $494M
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• State Street SPDR S&P Metals & Mining ETF (XME $110.48)
  • $110.48 P/E (TTM): 21.98X Cap: $4.17B
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Q: Please list your favourite base metals etfs.Thanks.

Upvote 3

Read Answer Asked by Maurice on February 11, 2025