Investment Q&A

• TC Energy Corporation (TRP $72.10)
  • $72.10 P/E (TTM): 17.67X Cap: $74.93B
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• Fortis Inc. (FTS $72.47)
  • $72.47 P/E (TTM): 21.31X Cap: $36.49B
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• Pembina Pipeline Corporation (PPL $53.10)
  • $53.10 P/E (TTM): 17.92X Cap: $30.84B
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Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on February 06, 2025

• Kraken Robotics Inc. (PNG $5.81)
  • $5.81 P/E (TTM): 96.83X Cap: $1.77B
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• Zedcor Inc. (ZDC $5.80)
  • $5.80 P/E (TTM): 341.18X Cap: $610M
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• kneat.com inc. (KSI $5.50)
  • $5.50 Cap: $522M
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• Vitalhub Corp. (VHI $10.24)
  • $10.24 P/E (TTM): 120.47X Cap: $574M
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• IES Holdings Inc. (IESC $386.20)
  • $386.20 P/E (TTM): 38.5X Cap: $7.66B
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• Shift4 Payments Inc. Class A (FOUR $73.88)
  • $73.88 P/E (TTM): 35.52X Cap: $6.53B
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• Palantir Technologies Inc. (PLTR $178.15)
  • $178.15 P/E (TTM): 593.83X Cap: $422.63B
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• D2L Inc. Subordinate Voting Shares (DTOL $17.35)
  • $17.35 P/E (TTM): 21.72X Cap: $951M
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• Nebius Group N.V. (NBIS $113.44)
  • $113.44 Cap: $27.01B
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Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Upvote 26

Read Answer Asked by Bill on February 06, 2025

Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo

Upvote 7

Read Answer Asked by Carlo on February 05, 2025

• FirstService Corporation (FSV $256.69)
  • $256.69 P/E (TTM): 58.7X Cap: $11.69B
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Q: First Sevice is trading significantly lower today after reporting earnings. I hold this secrity and have done very well with it. Is this serious or a one quarter blip? Your overall thoughts would be appreciated. Thank you.

Upvote 5

Read Answer Asked by Brian on February 05, 2025

• Salesforce Inc. (CRM $243.08)
  • $243.08 P/E (TTM): 35.33X Cap: $231.41B
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• Celestica Inc. (CLS $276.46)
  • $276.46 P/E (TTM): 61.83X Cap: $31.86B
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Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.

Thanks

Upvote 5

Read Answer Asked by Don on February 05, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $89.76)
  • $89.76 P/E (TTM): 37.56X Cap: $10.34B
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Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!

Upvote 3

Read Answer Asked by Kim on February 05, 2025

• Athabasca Oil Corporation (ATH $6.31)
  • $6.31 P/E (TTM): 7.17X Cap: $3.16B
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• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 6.74X Cap: $2.43B
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• Secure Waste Infrastructure Corp. (SES $17.66)
  • $17.66 P/E (TTM): 21.28X Cap: $4.07B
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• Trican Well Service Ltd. (TCW $5.45)
  • $5.45 P/E (TTM): 10.09X Cap: $982M
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• MGM Resorts International (MGM $31.58)
  • $31.58 P/E (TTM): 17.35X Cap: $8.59B
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• Spectrum Brands Holdings Inc. (SPB $53.71)
  • $53.71 P/E (TTM): 20.04X Cap: $1.30B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Seaboard Corporation (SEB $3,406.09)
  • $3,406.09 P/E (TTM): 23.77X Cap: $3.30B
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• Stagwell Inc. (STGW $5.13)
  • $5.13 Cap: $1.34B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $7.42)
  • $7.42 Cap: $713M
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Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Upvote 2

Read Answer Asked by cal on February 05, 2025

• Dollarama Inc. (DOL $182.97)
  • $182.97 P/E (TTM): 40.48X Cap: $50.56B
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• TFI International Inc. (TFII $132.51)
  • $132.51 P/E (TTM): 21.84X Cap: $11B
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• Thomson Reuters Corporation (TRI $222.18)
  • $222.18 P/E (TTM): 43.91X Cap: $100.13B
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• Alimentation Couche-Tard Inc. (ATD $74.95)
  • $74.95 P/E (TTM): 19.73X Cap: $70.49B
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Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks

Upvote 7

Read Answer Asked by Gary on February 05, 2025

• Savaria Corporation (SIS $21.39)
  • $21.39 P/E (TTM): 27.78X Cap: $1.52B
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Q: Does the recent price decline represent a buying opportunity?

Upvote 7

Read Answer Asked by Thomas on February 05, 2025

Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.

Upvote 7

Read Answer Asked by Harrison on February 05, 2025

• Canaccord Genuity Group Inc. (CF $11.68)
  • $11.68 Cap: $1.19B
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• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Upvote 1

Read Answer Asked by edward on February 05, 2025

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Upvote 2

Read Answer Asked by Gordon on February 05, 2025

• ATS Corporation (ATS $36.43)
  • $36.43 Cap: $3.55B
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• Tesla Inc. (TSLA $439.31)
  • $439.31 P/E (TTM): 253.94X Cap: $1.41T
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• Cognex Corporation (CGNX $46.04)
  • $46.04 P/E (TTM): 63.94X Cap: $7.73B
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• Symbotic Inc. (SYM $68.52)
  • $68.52 Cap: $44.49B
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• Nebius Group N.V. (NBIS $113.44)
  • $113.44 Cap: $27.01B
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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 $229.57)
  • $229.57 P/E (TTM): 109.84X Cap: $405.54B
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• Eli Lilly and Company (LLY $802.83)
  • $802.83 P/E (TTM): 52.47X Cap: $759.84B
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• Merck & Company Inc. (MRK $84.79)
  • $84.79 P/E (TTM): 13.07X Cap: $211.78B
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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 $389.08)
  • $389.08 P/E (TTM): 61.83X Cap: $44.75B
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• TerraVest Industries Inc. (TVK $135.50)
  • $135.50 Cap: $2.93B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $138.92)
  • $138.92 P/E (TTM): 20.83X Cap: $1.65B
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• Galaxy Digital Inc. Class A common stock (GLXY $52.92)
  • $52.92 Cap: $19.91B
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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 $5.80)
  • $5.80 P/E (TTM): 341.18X Cap: $610M
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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 $39.99)
  • $39.99 Cap: $26.31B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.99)
  • $55.99 Cap: $20.99B
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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 $267.94)
  • $267.94 P/E (TTM): 25.94X Cap: $96.55B
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• Alphabet Inc. (GOOGL $253.30)
  • $253.30 P/E (TTM): 27.0X Cap: $3.06T
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• Johnson & Johnson (JNJ $193.22)
  • $193.22 P/E (TTM): 20.67X Cap: $465.33B
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• Altria Group Inc. (MO $65.05)
  • $65.05 P/E (TTM): 12.58X Cap: $109.27B
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• Procter & Gamble Company (The) (PG $151.40)
  • $151.40 P/E (TTM): 23.26X Cap: $354.63B
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• Williams Companies Inc. (The) (WMB $62.46)
  • $62.46 P/E (TTM): 31.55X Cap: $76.27B
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• A.O. Smith Corporation (AOS $69.71)
  • $69.71 P/E (TTM): 19.42X Cap: $9.76B
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• Littelfuse Inc. (LFUS $264.93)
  • $264.93 P/E (TTM): 61.61X Cap: $6.56B
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• VICI Properties Inc. (VICI $30.86)
  • $30.86 P/E (TTM): 11.82X Cap: $32.90B
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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 $18.55)
  • $18.55 Cap: $2.37B
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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 $102.20)
  • $102.20 P/E (TTM): 26.73X Cap: $20.17B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.46)
  • $61.46 P/E (TTM): 35.55X Cap: $4.12B
  • View XQQ Profile
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $112.58)
  • $112.58 P/E (TTM): 35.05X Cap: $1.93B
  • View ZNQ Profile
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• iShares NASDAQ 100 Index ETF (XQQU $82.83)
  • $82.83 P/E (TTM): 35.33X Cap: $146M
  • View XQQU Profile
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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