Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.18)
  • $48.18 P/E (TTM): 6.15X Cap: $19.61B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.38)
  • $39.38 P/E (TTM): 14.83X Cap: $1.04B
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Q: What two ETFs would you recommend for my Canadian part of my portfolio?

Upvote 7

Read Answer Asked by Roy on October 20, 2025

• Pembina Pipeline Corporation (PPL $52.74)
  • $52.74 P/E (TTM): 17.67X Cap: $30.63B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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Q: Of the two mentioned, which would be a better buy for safety and growth going forward . Also at what entry price.

Thank You.

Upvote 4

Read Answer Asked by nick on October 20, 2025

Q: When evaluating a company that is following a franchise model what financial metrics do you key on?

Upvote 7

Read Answer Asked by Greg on October 20, 2025

• BMO Junior Gold Index ETF (ZJG $192.41)
  • $192.41 P/E (TTM): 22.28X Cap: $189M
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• Sprott Silver Miners & Physical Silver ETF (SLVR $43.64)
  • $43.64 P/E (TTM): 25.18X Cap: $401M
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Q: Best junior gold ETF? Silver? In Canadian dollars please.
Thank you!

Upvote 4

Read Answer Asked by Carlos on October 20, 2025

• American Electric Power Company Inc. (AEP $121.89)
  • $121.89 P/E (TTM): 16.85X Cap: $65.30B
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• Quanta Services Inc. (PWR $453.83)
  • $453.83 P/E (TTM): 68.04X Cap: $66.85B
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• MasTec Inc. (MTZ $213.95)
  • $213.95 P/E (TTM): 62.73X Cap: $16.16B
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Q: Looks like there is going to have to be a large build out in electric transmission lines in the US. What companies stand to benefit the most?
Thanks again

Upvote 1

Read Answer Asked by eugene on October 20, 2025

• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.01X Cap: $110.03B
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• iShares S&P/TSX Global Gold Index ETF (XGD $43.73)
  • $43.73 P/E (TTM): 24.49X Cap: $3.20B
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Q: Gold miners witnessed a first noticeable pullback of 6-7% on Friday, after almost going up in straight line for several weeks, although Gold bullion was down only fractionally. It looks like, after a spectacular run, the sector may be exposed to additional drawdown, at least in the near term. Do you agree ?

Could you please suggest some near term support levels, for AEM and XGD, from technical perspective, in order to take advantage of this pull back to add to a position.

Thank You

Upvote 11

Read Answer Asked by rajeev on October 20, 2025

Q: What are your thoughts on this company?

Upvote 1

Read Answer Asked by hal on October 20, 2025

• Dye & Durham Limited (DND $5.13)
  • $5.13 Cap: $344M
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Q: Is there a solid business here- do you think an investor buying at these low prices will be rewarded? If Plantro gives up an sells its shares I am thinking if they can find a single strategic purchaser it might be a catalyst.

Upvote 3

Read Answer Asked by Robert on October 20, 2025

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
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Q: What would be a reasonable price range to add some Celestica shares, considering the strong momentum and recent analyst upgrades ?

Is it prudent to add now or wait until it reports next week ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 20, 2025

• Fastenal Company (FAST $41.55)
  • $41.55 P/E (TTM): 40.3X Cap: $47.17B
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Q: What is your opinion of FAST post earnings? Seems to be a quality company but my concern is valuation. Would you start a position here after the drop or do you prefer any competitors? Thanks!

Upvote 1

Read Answer Asked by Michael on October 20, 2025

• Matrix Service Company (MTRX $14.98)
  • $14.98 Cap: $418M
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Q: Could I have your opinion on Global X Artificial Intelligence Infrastructure Index ETF (MTRX.TO). It is a small fund but has outperformed most other AI funds I have compared it to. It seems a good way to invest in AI infrastructure. Thanks.

Upvote 1

Read Answer Asked by Ken on October 20, 2025

• BMO Covered Call Utilities ETF (ZWU $11.31)
  • $11.31 P/E (TTM): 18.8X Cap: $1.91B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.54)
  • $13.54 Cap: $930M
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Q: Can you please suggest US equivalents to these two CDN covered call utilities etf's ?
Thx

Upvote 2

Read Answer Asked by Tony on October 20, 2025

• Manulife Strategic Investment Grade Gb Bond Fd Adv (MMF4575 $9.05)
  • $9.05 Cap: $20M
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• Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB)
  • P/E (TTM): 5.8X Cap: $126M
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Q: Your comments please about this fund for global bond exposure in a diversified portfolio. Are there any ETF's that would be similar in scope and performance.
Thanks, Brian

Upvote 1

Read Answer Asked by Brian on October 20, 2025

• 5N Plus Inc. (VNP $19.31)
  • $19.31 P/E (TTM): 38.71X Cap: $1.77B
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• Blackline Safety Corp. (BLN $7.09)
  • $7.09 Cap: $615M
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• Kraken Robotics Inc. (PNG $6.44)
  • $6.44 P/E (TTM): 116.5X Cap: $2.05B
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• Zedcor Inc. (ZDC $6.80)
  • $6.80 P/E (TTM): 403.53X Cap: $715M
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• Tantalus Systems Holding Inc. (GRID $4.13)
  • $4.13 Cap: $221M
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Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!

Upvote 21

Read Answer Asked by GeeMac on October 20, 2025

• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 23.25X Cap: $4.50B
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• Deckers Outdoor Corporation (DECK $80.89)
  • $80.89 P/E (TTM): 13.46X Cap: $11.99B
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• On Holding AG Class A (ONON $37.23)
  • $37.23 Cap: $24.93B
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Q: Hi 5i
Looking to pick up some cheap shoes and noticed you recently included DECK as a company with good rebound potential. How would you rate these 3 for long term gains?
Thanks, Greg

Upvote 2

Read Answer Asked by Greg on October 20, 2025

• The Goodyear Tire & Rubber Company (GT $6.91)
  • $6.91 P/E (TTM): 5.02X Cap: $2B
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Q: The last question is from 2021.
Can you provide your latest commentary?
I understand you generally don't like buying in a downward trend but do you think it is worth considering ?

Upvote 2

Read Answer Asked by Jabs on October 20, 2025

• RBC Short Term U.S. Corporate Bond ETF (RUSB $21.91)
  • $21.91 Cap: $5M
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• BMO Short-Term US Treasury Bond Index ETF (ZTS.U) (ZTS.U)
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• Vanguard Ultra-Short Bond ETF (VUSB $49.95)
  • $49.95 P/E (TTM): 25.86X Cap: $5.35B
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Q: What ETF would you recommend for a US dollar TFSA that would similar to VUSB?
My understanding is any US interest earned in a non registered account has a 15% withholding tax.

Upvote 2

Read Answer Asked by Brian on October 20, 2025

• Tantalus Systems Holding Inc. (GRID $4.13)
  • $4.13 Cap: $221M
  • View GRID Profile
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Q: I noticed an "Adverse Opinion" on GRID's profile with respect to it's financial statements. Can you comment on this?

Upvote 5

Read Answer Asked by John on October 20, 2025

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.12)
  • $27.12 Cap: $3.36B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 Cap: $8.76B
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• Evolve Active Canadian Preferred Share Fund (DIVS $17.51)
  • $17.51 P/E (TTM): 3.26X Cap: $34M
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Q: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. What is your opinion on a switch from preferreds to short - mid term bond etfs over this time period? Thank you.

Upvote 2

Read Answer Asked by Barbara on October 20, 2025

• Skyworks Solutions Inc. (SWKS $79.16)
  • $79.16 P/E (TTM): 32.23X Cap: $11.68B
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Q: May we please have your updated analysis on this company and its future prospects. Worth holding or time to sell and move on? Thanks.

Upvote 2

Read Answer Asked by Barbara on October 20, 2025