Investment Q&A

• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
  • View DOL Profile
  • View Questions on DOL
• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
  • View ATD Profile
  • View Questions on ATD

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 $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

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 $10.49)
  • $10.49 Cap: $1.07B
  • View CF Profile
  • View Questions on CF
  • View Reports on CF
• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
  • View RCG Profile
  • View Questions on RCG

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 $41.24)
  • $41.24 Cap: $4.02B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Tesla Inc. (TSLA $309.26)
  • $309.26 P/E (TTM): 166.28X Cap: $976.11B
  • View TSLA Profile
  • View Questions on TSLA
• Cognex Corporation (CGNX $41.43)
  • $41.43 P/E (TTM): 59.51X Cap: $6.95B
  • View CGNX Profile
  • View Questions on CGNX
• Symbotic Inc. (SYM $56.57)
  • $56.57 Cap: $29.98B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
  • View NBIS Profile
  • View Questions on NBIS

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 $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $769.00)
  • $769.00 P/E (TTM): 62.03X Cap: $722.48B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $79.86)
  • $79.86 P/E (TTM): 11.55X Cap: $199.09B
  • View MRK Profile
  • View Questions on MRK

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 $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 41.76X Cap: $3.25B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
  • View HPS.A Profile
  • View Questions on HPS.A
• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

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 $3.90)
  • $3.90 P/E (TTM): 105.41X Cap: $405M
  • View ZDC Profile
  • View Questions on ZDC

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 $35.65)
  • $35.65 Cap: $23.46B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
  • View BEPC Profile
  • View Questions on BEPC

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 $287.10)
  • $287.10 P/E (TTM): 28.25X Cap: $101.17B
  • View CME Profile
  • View Questions on CME
• Alphabet Inc. (GOOGL $195.04)
  • $195.04 P/E (TTM): 21.11X Cap: $2.35T
  • View GOOGL Profile
  • View Questions on GOOGL
• Johnson & Johnson (JNJ $171.04)
  • $171.04 P/E (TTM): 18.61X Cap: $402.98B
  • View JNJ Profile
  • View Questions on JNJ
• Altria Group Inc. (MO $61.94)
  • $61.94 P/E (TTM): 11.97X Cap: $103.78B
  • View MO Profile
  • View Questions on MO
• Procter & Gamble Company (The) (PG $150.76)
  • $150.76 P/E (TTM): 23.91X Cap: $353.20B
  • View PG Profile
  • View Questions on PG
• Williams Companies Inc. (The) (WMB $60.26)
  • $60.26 P/E (TTM): 32.4X Cap: $73.59B
  • View WMB Profile
  • View Questions on WMB
• A.O. Smith Corporation (AOS $70.34)
  • $70.34 P/E (TTM): 19.61X Cap: $9.85B
  • View AOS Profile
  • View Questions on AOS
• Littelfuse Inc. (LFUS $253.00)
  • $253.00 P/E (TTM): 65.68X Cap: $6.26B
  • View LFUS Profile
  • View Questions on LFUS
• VICI Properties Inc. (VICI $33.93)
  • $33.93 P/E (TTM): 13.24X Cap: $36.18B
  • View VICI Profile
  • View Questions on VICI

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 $17.08)
  • $17.08 Cap: $2.18B
  • View AP.UN Profile
  • View Questions on AP.UN

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 $94.16)
  • $94.16 P/E (TTM): 57.09X Cap: $18.77B
  • View ZSP Profile
  • View Questions on ZSP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $56.53)
  • $56.53 P/E (TTM): 55.7X Cap: $3.69B
  • View XQQ Profile
  • View Questions on XQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $101.68)
  • $101.68 P/E (TTM): 72.62X Cap: $1.10B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares NASDAQ 100 Index ETF (XQQU $74.79)
  • $74.79 P/E (TTM): 54.89X Cap: $132M
  • View XQQU Profile
  • View Questions on XQQU

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

• PayPal Holdings Inc. (PYPL $68.01)
  • $68.01 P/E (TTM): 15.08X Cap: $64.11B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $569.81)
  • $569.81 P/E (TTM): 39.26X Cap: $506.14B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
  • View V Profile
  • View Questions on V
• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Fiserv Inc. (FI $136.15)
  • $136.15 P/E (TTM): 22.63X Cap: $73.56B
  • View FI Profile
  • View Questions on FI

Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Upvote 6

Read Answer Asked by Nancy on February 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
  • View Questions on BN

Q: Hi, how do you see Brookfield's valuation right now? Is it still fairly priced? What would be a good entry price given the very reasons and likely upcoming volatility? Thank you

Upvote 5

Read Answer Asked by GeeMac on February 05, 2025

• ATS Corporation (ATS $41.24)
  • $41.24 Cap: $4.02B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Goodmorning

What are your thoughts on ATS latest quarter?

Thks
Marse

Upvote 4

Read Answer Asked by Marcel on February 05, 2025

• Mainstreet Equity Corp. (MEQ $189.44)
  • $189.44 P/E (TTM): 7.19X Cap: $1.76B
  • View MEQ Profile
  • View Questions on MEQ

Q: Can you please comment on earnings and the company overall? What would be a good entry point? Thank you

Upvote 4

Read Answer Asked by Clara on February 05, 2025

• Uber Technologies Inc. (UBER $88.43)
  • $88.43 P/E (TTM): 15.22X Cap: $181.74B
  • View UBER Profile
  • View Questions on UBER

Q: Can you comment on UBER earnings, their forward guidance and US currency headwinds, and the perceived battle with TSLA's robotaxis.

Uber stock price has been flat for a year now - is it undervalued? The market seems to pricing in nothing less than solid earnings and guidance beats, is this a sign that the market considers large cap US stocks to be grossly overvalued in general, and anything less than perfection will result in a sell off?

Upvote 2

Read Answer Asked by Colum on February 05, 2025

• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
  • View Questions on T

Q: What is your level of concern around a possible dividend cut at some point on Telus?

Upvote 4

Read Answer Asked by Doug on February 05, 2025

• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $804.18B
  • View JPM Profile
  • View Questions on JPM
• Rivian Automotive Inc. (RIVN $12.41)
  • $12.41 Cap: $14.19B
  • View RIVN Profile
  • View Questions on RIVN

Q: I want to ask whether it'd be good to buy JPM and RIVN now to invest for 5 years.

Upvote 3

Read Answer Asked by Linda on February 05, 2025