Investment Q&A

• Freehold Royalties Ltd. (FRU $13.18)
  • $13.18 P/E (TTM): 17.13X Cap: $2.16B
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Q: As a holder of FRU, I notice that there has been a marked decline beginning in early April. Does there exist any evidence of major sales by large holders, such as institutions, ETFs or, say, CNR?
Thanks for all you do, Bill

Upvote 7

Read Answer Asked by Bill on May 05, 2025

• Albemarle Corporation (ALB $82.00)
  • $82.00 Cap: $9.65B
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Q: Q: Could you please provide update on ALB. What is their balance sheet? Would you buy it?

Thank you for great service,
Milan

Upvote 3

Read Answer Asked by Milan on May 05, 2025

• PayPal Holdings Inc. (PYPL $68.40)
  • $68.40 P/E (TTM): 14.65X Cap: $65.34B
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Q: Could you please give me your thoughts on PayPal? I know you have said before you prefer other names in the space. PayPal reported earnings last week and revenue is still falling. Unbranded TPV is really dropping. But growth in branded experiences and Venmo are accelerating. Management is trying hard and am wondering if I should give them a few more quarters. Thanks.

Upvote 2

Read Answer Asked by Kim on May 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $92.01)
  • $92.01 P/E (TTM): 155.6X Cap: $137.63B
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Q: Considering adding to a small position that I'm even on, according to RBC, there are only 4 analysts covering this stock, 1 sell, 1 hold and 2 buys. I know 5i highly regards this company, in my mind for a good reason, I would have thought it would have more than 4 analysts and would have had a better rating. Curious why someone would rate it a sell?

Upvote 10

Read Answer Asked by Charles on May 05, 2025

• Orbit Garant Drilling Inc. (OGD $1.69)
  • $1.69 P/E (TTM): 13.83X Cap: $63M
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Q: Can I get your take on this small cap company please?
They seem to have successfully pivoted away from money losing west African drilling operations last year, and subsequently locked in longterm consistent copper drilling contracts in Chile. I like their recent focus on profits above revenue growth, and they appear to be on pace for what I assume to be conservatively atleast 0.21 eps this year (pretty cheap). I know debt is high but should be able to continue paying it down in this environment. Am I off here? This is a small position in a risk seeking small cap portfolio but I’m considering averaging up on any weakness. Thanks.

Upvote 1

Read Answer Asked by Scott on May 05, 2025

• iShares Russell 2000 Growth ETF (IWO $312.06)
  • $312.06 P/E (TTM): 45.65X Cap: $12.60B
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• SPDR EURO Stoxx 50 ETF (FEZ $60.16)
  • $60.16 P/E (TTM): 30.7X Cap: $4.56B
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Q: I have recently moved $100k into a self-directed RRSP and would like to deploy. Funds are in CAD. Given the current outlook on tariffs and general market sentiment what ETFs and Bonds should I buy for a longer-term growth hold 5-7 year+ that are likely to do well given the recent downturn. Please include a European ETF suggestion and a bond suggestion. Thanks!

Upvote 2

Read Answer Asked by Mark on May 05, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.95)
  • $40.95 P/E (TTM): 0.79X Cap: $6.61B
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Q: You prefer VIU over MGQE. Are there other ETF's that you would add to increase the 'out of North America' trade?

Upvote 1

Read Answer Asked by Gregory on May 05, 2025

• NVIDIA Corporation (NVDA $168.31)
  • $168.31 P/E (TTM): 53.88X Cap: $4.08T
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• NextEra Energy Inc. (NEE $69.77)
  • $69.77 P/E (TTM): 24.79X Cap: $143.67B
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• Trane Technologies plc (TT $414.93)
  • $414.93 P/E (TTM): 32.84X Cap: $92.32B
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• RTX Corporation (RTX $154.22)
  • $154.22 P/E (TTM): 34.62X Cap: $206.42B
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Q: I have some new money to put into my TFSA, but I'm stuck trying to figure out what to buy. For a 5+ year time frame, can you suggest 2 or 3 sectors, and 5 stocks to consider, including entry prices? Thank you

Upvote 8

Read Answer Asked by Grant on May 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $34.58)
  • $34.58 Cap: $22.75B
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• Brookfield Business Partners L.P. (BBU.UN $38.63)
  • $38.63 Cap: $8.12B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.08)
  • $31.08 P/E (TTM): 1022.92X Cap: $14.33B
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Q: May I have your comments on earnings please

Upvote 2

Read Answer Asked by Margot on May 05, 2025

• Miscellaneous (MISC)
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Q: I am retired with no monthly income. Only income last year was from capital gains. Should I continue using Capital Gains or withdraw RRSP or withdraw LIRA.

I have RRSP and LIRA and was thinking of withdraw monthly from one of them. Which one is best option to withdraw money first. I have 250k in each account.

Is there any books or video that you can suggest.

Thanks for your great service

Upvote 10

Read Answer Asked by Hector on May 05, 2025

• Newmont Corporation (NEM $75.75)
  • $75.75 P/E (TTM): 13.7X Cap: $83.20B
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• Artemis Gold Inc. (ARTG $31.73)
  • $31.73 P/E (TTM): 86.03X Cap: $7.31B
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Q: Artemis is now producing and expanding ,this generally when little companies get taken out . Do you feel there is a chance of this and more importantly who could be the buyer IF this happens.

Upvote 1

Read Answer Asked by lynn on May 05, 2025

• Alphabet Inc. (GOOG $234.16)
  • $234.16 P/E (TTM): 25.07X Cap: $2.83T
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• Microsoft Corporation (MSFT $498.20)
  • $498.20 P/E (TTM): 36.29X Cap: $3.70T
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Q: Hi 5I,

Between these two which would be your preference for holding in a TFSA?

Thankyou,

Jane

Upvote 6

Read Answer Asked by Jane on May 05, 2025

• Enterprise Group Inc. (E $1.36)
  • $1.36 P/E (TTM): 40.29X Cap: $105M
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Q: Just wanted to clarify that E is indeed profitable and has a decent balance sheet. How is it that they are not cash flow positive ? Any comments on the recent acquisition - seems to be well received

Upvote 2

Read Answer Asked by Scott on May 05, 2025

• Exchange Income Corporation (EIF $70.97)
  • $70.97 P/E (TTM): 28.09X Cap: $3.65B
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Q: Just noticed that EIF has a DRIP. Does the DRIP offer a discount?

Sheldon

Upvote 2

Read Answer Asked by Sheldon on May 05, 2025

• Lumentum Holdings Inc. (LITE $149.40)
  • $149.40 P/E (TTM): 879.18X Cap: $10.44B
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• Itron Inc. (ITRI $120.12)
  • $120.12 P/E (TTM): 21.98X Cap: $5.52B
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• Applied Optoelectronics Inc. (AAOI $23.63)
  • $23.63 Cap: $1.47B
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• Coherent Corp. (COHR $98.67)
  • $98.67 Cap: $15.37B
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Q: NYSE Coherent Corp. (COHR)

How many other competitors are doing the same thing as COHR?

Do they have a moat.

Thank you.

Upvote 2

Read Answer Asked by Ross on May 05, 2025

• Toronto-Dominion Bank (The) (TD $103.23)
  • $103.23 P/E (TTM): 8.71X Cap: $176.23B
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• Bank of Nova Scotia (The) (BNS $88.30)
  • $88.30 P/E (TTM): 16.9X Cap: $109.63B
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• Canadian National Railway Company (CNR $131.57)
  • $131.57 P/E (TTM): 18.42X Cap: $82.12B
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• Bank of Montreal (BMO $175.38)
  • $175.38 P/E (TTM): 14.52X Cap: $125.62B
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• Fortis Inc. (FTS $67.59)
  • $67.59 P/E (TTM): 20.05X Cap: $34.03B
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• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Lumine Group Inc. (LMN $50.20)
  • $50.20 P/E (TTM): 187.99X Cap: $12.88B
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Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance

Upvote 5

Read Answer Asked by Frank on May 05, 2025

• Berkshire Hathaway Inc. (BRK.B $493.78)
  • $493.78 P/E (TTM): 17.13X Cap: $1.06T
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Q: What a big drop today, any reason? Is that because the earning missing or Buffett is stepping down? What your advise for the future of Brk.B? Do you think Brk.b still go for buying or holding? Many thanks.

Upvote 4

Read Answer Asked by kwokwai on May 05, 2025

• Intuitive Surgical Inc. (ISRG $470.00)
  • $470.00 P/E (TTM): 65.02X Cap: $168.48B
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• JPMorgan Chase & Co. (JPM $292.91)
  • $292.91 P/E (TTM): 14.44X Cap: $805.43B
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• Eli Lilly and Company (LLY $738.64)
  • $738.64 P/E (TTM): 59.17X Cap: $699.09B
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• UnitedHealth Group Incorporated (DE) (UNH $320.25)
  • $320.25 P/E (TTM): 13.2X Cap: $290.04B
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• Intact Financial Corporation (IFC $277.61)
  • $277.61 P/E (TTM): 22.5X Cap: $49.50B
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• Royal Bank Of Canada (RY $144.61)
  • $144.61 P/E (TTM): 20.2X Cap: $203.17B
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Q: Hi group am short on healthcare and financials'.

Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?

Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help

Upvote 3

Read Answer Asked by Terence on May 05, 2025

• Biorem Inc. (BRM $2.03)
  • $2.03 P/E (TTM): 13.6X Cap: $32M
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Q: Down almost 45% on this one in my TFSA.Just hit 52wk low. Worth holding or move on?

Upvote 1

Read Answer Asked by Henry on May 05, 2025

• Adobe Inc. (ADBE $358.66)
  • $358.66 P/E (TTM): 22.38X Cap: $152.14B
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Q: Do you think ADBE will be a long-term winner, given the AI impact on its business? If you like the company long term, would you average down on it and at what price would look attractive to you?

Upvote 2

Read Answer Asked by David on May 05, 2025