Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.85)
  • $200.85 P/E (TTM): 31.2X Cap: $2.50B
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• Kraken Robotics Inc. (PNG $7.51)
  • $7.51 P/E (TTM): 123.17X Cap: $2.26B
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• kneat.com inc. (KSI $4.10)
  • $4.10 Cap: $387M
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• MDA Space Ltd. (MDA $37.01)
  • $37.01 P/E (TTM): 41.06X Cap: $4.67B
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• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
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Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?

Thanks
Bill C

Upvote 33

Read Answer Asked by Bill on June 20, 2025

Q: David Picton is claiming the traditional 80/20 or 60/40 portfolio is history and investors should be thinking about having a 40, 30, 30 portfolio with liquid alternatives (alpha driven strategies). They suggest something that does not move in sync with bonds or stocks. What is your opinion on this and if you support this strategy what alternative investments would you suggest a novice in this area look into? Anything at Picton Mahoney? Thank you!

Upvote 5

Read Answer Asked by Neil on June 20, 2025

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $4.49)
  • $4.49 P/E (TTM): 3.6X Cap: $414M
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Q: Dundee has doubled since your last (Nov 28) opinion, which focused on its static book value and well-below-book share price. Do its actions since then lead you to re-evaluated its prospects? Given its momentum and P/E, has its P/B turned into an asset?

Upvote 1

Read Answer Asked by John on June 20, 2025

• Propel Holdings Inc. (PRL $24.48)
  • $24.48 P/E (TTM): 11.74X Cap: $963M
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Q: What % of Propel's business is in Canada vs USA vs International after their latest acquisition?

Thanks....Steve

Upvote 3

Read Answer Asked by Stephen on June 20, 2025

• Berkshire Hathaway Inc. (BRK.B $503.41)
  • $503.41 P/E (TTM): 15.91X Cap: $1.08T
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Q: If I buy BRK.B in my TFSA (my US account), are there any tax implications that I should be aware of?

There is no dividend, so that is not a concern.
And any capital gains are tax-free in a TFSA, so no concern there.

Thanks for your help.

Upvote 2

Read Answer Asked by Robert on June 20, 2025

• MDA Space Ltd. (MDA $37.01)
  • $37.01 P/E (TTM): 41.06X Cap: $4.67B
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Q: Mda is now trading over 30$…Can you comment on a potential 12 month target /outlook for this name

Upvote 6

Read Answer Asked by Kim on June 19, 2025

• Nebius Group N.V. (NBIS $97.52)
  • $97.52 Cap: $23.33B
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Q: In what order would you sell, SIS, VHI, TFII, GSY, KXS, in order to buy NBIS for long term growth.

Upvote 7

Read Answer Asked by Peter on June 19, 2025

• Altius Minerals Corporation (ALS $43.49)
  • $43.49 P/E (TTM): 5.87X Cap: $2.07B
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Q: Hi
past questions at 5 i indicated that it had slow years in 2023 and 2024
B Gardiner on BNN market call made it one of her top picks
is it a mixture of gold, minerals and nickel and copper? as I have some gold stocks
and TCK.b
what do you think of ALS.ca in terms of investment for some dividend and hopefully a good prospect for the rest of 2025 (next 12 months)? does Mr Trump's tariff helps this stock
Michael
thanks

Upvote 2

Read Answer Asked by Michael on June 19, 2025

• Diversified Royalty Corp. (DIV $4.12)
  • $4.12 P/E (TTM): 23.94X Cap: $701M
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Q: I see DIV has gotten the market excited! What do you think of the company now with the new purchase?

TIA

Upvote 2

Read Answer Asked by Gerald on June 19, 2025

• Eli Lilly and Company (LLY $1,036.05)
  • $1,036.05 P/E (TTM): 45.32X Cap: $977.36B
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• Novo Nordisk A/S (NVO $49.37)
  • $49.37 P/E (TTM): 13.78X Cap: $363.68B
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• Copart Inc. (CPRT $37.52)
  • $37.52 P/E (TTM): 23.0X Cap: $36.29B
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Q: Hello, what are your thoughts on these two companies? They seem attractive..I already have a small position on corpart and I am wondering if it is a good time to add.

Any other stocks in US/Canada which are attractive buys? Thanks.

Shyam

Upvote 3

Read Answer Asked by Shyam on June 19, 2025

• iShares Russell 2000 Growth ETF (IWO $335.27)
  • $335.27 P/E (TTM): 22.36X Cap: $13.22B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.56)
  • $52.56 P/E (TTM): 18.19X Cap: $25.70B
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• iShares S&P/TSX SmallCap Index ETF (XCS $34.25)
  • $34.25 P/E (TTM): 2.33X Cap: $229M
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• State Street SPDR S&P 500 ETF Trust (SPY $682.85)
  • $682.85 P/E (TTM): 26.17X Cap: $702.53B
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Q: Good afternoon,

I am planning on rethinking the majority of my investment strategy (choosing my own stocks). I plan on switching to a more ETF focused approach where I have 20% in bonds/gic, 15% US ETF, 20% Canadian ETF, 20% Foreign ETF and the rest left to my whims. For the Foreign ETF I was think VXUS and SPY for the US but what would be your recommended ETFs for US, Canada and Foreign (and perhaps bonds)?
For reference I am in my early 20s so I have a bigger risk appetite and presumably longer time horizon.

Thank you very much,
Aidan

Upvote 8

Read Answer Asked by Aidan on June 19, 2025

• goeasy Ltd. (GSY $123.17)
  • $123.17 P/E (TTM): 8.85X Cap: $1.97B
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• EQB Inc. (EQB $120.02)
  • $120.02 P/E (TTM): 17.77X Cap: $4.42B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.09)
  • $29.09 Cap: $11.51B
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• Coinbase Global Inc (COIN $166.02)
  • $166.02 P/E (TTM): 36.93X Cap: $43.39B
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• Robinhood Markets Inc. (HOOD $75.44)
  • $75.44 P/E (TTM): 31.65X Cap: $67.83B
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• Propel Holdings Inc. (PRL $24.48)
  • $24.48 P/E (TTM): 11.74X Cap: $963M
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Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Upvote 16

Read Answer Asked by Chris on June 19, 2025

• Jabil Inc. (JBL $257.40)
  • $257.40 P/E (TTM): 39.84X Cap: $27.56B
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Q: Is this a company worth consideration?

Upvote 2

Read Answer Asked by Catherine on June 19, 2025

Q: What sectors would be your top pick for growth over the next year or two?

Upvote 7

Read Answer Asked by ZIM on June 19, 2025

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.

Upvote 12

Read Answer Asked by Helen on June 19, 2025

• Kraken Robotics Inc. (PNG $7.51)
  • $7.51 P/E (TTM): 123.17X Cap: $2.26B
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Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?

Upvote 13

Read Answer Asked on June 19, 2025

• Pembina Pipeline Corporation (PPL $59.41)
  • $59.41 P/E (TTM): 21.16X Cap: $35.11B
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• Keyera Corp. (KEY $51.25)
  • $51.25 P/E (TTM): 38.98X Cap: $11.75B
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Q: Hi there,

I own PPL but disappointed in its performance. Thinking of switching to KEY what do you think?

Thanks!

Upvote 8

Read Answer Asked by Robert on June 19, 2025

• Surge Energy Inc. (SGY $7.45)
  • $7.45 P/E (TTM): 19.28X Cap: $737M
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Q: Hi there,

Surge Energy, it is more of an oil play or a natural gas play. Do you see upside on Surge Energy as the current events is driving up energy cost. Also, the market is bullish on natural gas, do you agree.

Thank you in advance for taking the time to answer my question.

NL

Upvote 4

Read Answer Asked by Norwood on June 19, 2025

• Enghouse Systems Limited (ENGH $17.03)
  • $17.03 P/E (TTM): 12.98X Cap: $943M
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Q: Would 5I give any consideration to including this name to income portfolio?or?Seems to me with a 5+ dividend and growth potential as well.Would it not be a good candidate at current price? Not safe enough? Thanks Larry

Upvote 7

Read Answer Asked by Larry on June 19, 2025

• Troilus Mining Corp. (TLG $2.04)
  • $2.04 Cap: $1.11B
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Q: Peter; With your geologist hat on would you add to TLG after today’s assay results? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on June 19, 2025