Investment Q&A

• NVIDIA Corporation (NVDA $176.65)
  • $176.65 P/E (TTM): 43.43X Cap: $4.28T
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• Booking Holdings Inc. (BKNG $5,458.75)
  • $5,458.75 P/E (TTM): 34.54X Cap: $175.92B
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• Dollarama Inc. (DOL $199.73)
  • $199.73 P/E (TTM): 44.74X Cap: $55.22B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.21)
  • $38.21 Cap: $25.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.49)
  • $222.49 P/E (TTM): 144.0X Cap: $286.56B
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• Constellation Energy Corporation (CEG $364.02)
  • $364.02 P/E (TTM): 40.32X Cap: $111.53B
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Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Upvote 32

Read Answer Asked by Marty on January 03, 2025

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Another company agrees to a low sellout price .Owners only one gets rich on this sale

Upvote 5

Read Answer Asked by Don on January 03, 2025

• Novo Nordisk A/S (NVO $48.71)
  • $48.71 P/E (TTM): 14.11X Cap: $363.68B
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Q: Hi Folks

I believe Novo Nordisk is Danish. If I was to buy Novo Nordisk on the US exchange (NONOF:OTC PINKl what kind of withholding tax should I expect on the dividend. And should I hold it in the RRSP to avoid this tax?

Thanks

Stuart

Upvote 4

Read Answer Asked by Stuart on January 03, 2025

• Lumine Group Inc. (LMN $26.81)
  • $26.81 P/E (TTM): 107.74X Cap: $6.97B
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Q: If the market spooks with the news of the sudden CEO leave of absence would you be a buyer and at what price?
Thks

Upvote 16

Read Answer Asked by Robert on January 03, 2025

• iShares Russell 2000 Growth ETF (IWO $326.29)
  • $326.29 P/E (TTM): 23.55X Cap: $13.32B
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• BMO S&P 500 Index ETF (ZSP $102.21)
  • $102.21 P/E (TTM): 26.73X Cap: $21.04B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.20)
  • $28.20 Cap: $8.94B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.11)
  • $50.11 P/E (TTM): 20.73X Cap: $21.37B
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• Vanguard Dividend Appreciation FTF (VIG $220.03)
  • $220.03 P/E (TTM): 24.09X Cap: $97.73B
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• Vanguard Balanced ETF Portfolio (VBAL $36.79)
  • $36.79 P/E (TTM): 15.73X Cap: $4.37B
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Q: My wife has some money should would like to invest in eft. Which ones would you recommend.

Upvote 7

Read Answer Asked by Mike on January 03, 2025

• Ondas Holdings Inc. (ONDS $8.09)
  • $8.09 Cap: $3.06B
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Q: Came across this small US company who's subsidiary Airobotics has been awarded a new deal from an undisclosed semiconductor company to leverage their fleet of drones for aerial security purposes.
Could you please give me any information on this info if possible and would you provide any analysis you have on this company?
Thank as always
Gary

Upvote 1

Read Answer Asked by Gary on January 03, 2025

• Intermap Technologies Corporation (IMP $2.39)
  • $2.39 Cap: $186M
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• Medicenna Therapeutics Corp. (MDNA $1.07)
  • $1.07 Cap: $115M
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• Perpetua Resources Corp. (PPTA $36.72)
  • $36.72 Cap: $4.50B
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• Anaergia Inc. (ANRG $2.71)
  • $2.71 Cap: $469M
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Q: Big speculative winners this year. Any merit for continuation in 2025? Thanks...

Upvote 1

Read Answer Asked by Bruce on January 03, 2025

• BCE Inc. (BCE $32.31)
  • $32.31 P/E (TTM): 4.9X Cap: $30.30B
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Q: While reviewing the purchasing/selling by insiders I noted some transactions as derivative buy or sale by BCE. The type of securities were identified also as "equity swap-long position".
Can you please clarify what the terms "derivative buy" and "equity swap" mean ?
Thank you

Upvote 7

Read Answer Asked by Terry on January 03, 2025

• Alphabet Inc. (GOOG $306.20)
  • $306.20 P/E (TTM): 30.65X Cap: $3.71T
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Q: Hi 5i wonder team,
If you have fund to invest in only one US stock in 2025, what is your choice?

Upvote 32

Read Answer Asked by Henry on January 03, 2025

• Deckers Outdoor Corporation (DECK $104.32)
  • $104.32 P/E (TTM): 15.01X Cap: $15.15B
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Q: Hello Peter and team,

Early December, you said DECK trades at 34X forward earnings, a bit expensive but you like it.

Looking at technicals, it is way above the 200 daily moving average. After the big run it has had for the last 2 years, do you think it would be better to wait before buying, expecting it to retrace back to the 200 DMA?

Do you think it still has room to go higher? What would be your target price?

Thank you!

Silvia

Upvote 2

Read Answer Asked by Silvia on January 03, 2025

• Rumble Inc. (RUM $6.50)
  • $6.50 Cap: $3.14B
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Q: Good morning 5i team,
Rumble has recently made a huge deal with Tether. What are your thoughts on the recent parabolic rise in the stock? Do you see Rumble as a potential threat to Youtube?

Upvote 1

Read Answer Asked by Rob on January 03, 2025

Q: Many are feeling the market is high. Certainly, we can't expect another year of 20% growth.

I'm interested in a strategy of maintaining those gains. Does that mean pulling money out of stocks that seem overgrown, or does it mean investing new money into areas that have not been part of the recent rise.

What sectors do you think these are? I nominate well-known companies (especially tech and giants like Costco) as overgrown even if they are good companies, and energy and small cap as part of the second group.

How does this compare with your thinking?

Upvote 23

Read Answer Asked by Kevin on January 03, 2025

• Restaurant Brands International Inc. (QSR $97.06)
  • $97.06 P/E (TTM): 25.31X Cap: $44.37B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $22.74)
  • $22.74 P/E (TTM): 13.25X Cap: $528M
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• Pizza Pizza Royalty Corp. (PZA $15.59)
  • $15.59 P/E (TTM): 22.36X Cap: $518M
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Q: Pizza Pizza and Boston Pizza's price history and dividend payouts seem to have been reasonably stable for more than one year. I know you prefer AW.UN but are the other two ok for income? QSR looks too pricey and has a low dividend. What do you recommend?

Upvote 3

Read Answer Asked by Jean on January 03, 2025

Q: I have owned this pref for some time...I find it difficult to find info on US PFD"s...my question is do these have a reset feature like CDN Pfd's and similar call features or should one just consider them perpetual pfd's...many thanks

Upvote 1

Read Answer Asked by Cam on January 03, 2025

• State Street SPDR S&P Regional Banking ETF (KRE $66.93)
  • $66.93 P/E (TTM): 12.54X Cap: $4.12B
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• Citizens Financial Group Inc. (CFG $58.14)
  • $58.14 P/E (TTM): 17.75X Cap: $25.07B
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• East West Bancorp Inc. (EWBC $114.30)
  • $114.30 P/E (TTM): 12.53X Cap: $15.63B
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• Truist Financial Corporation (TFC $49.33)
  • $49.33 P/E (TTM): 13.3X Cap: $63.62B
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Q: Hi Team, please list your 3 favorite US Regional banks and a short explanation of why you like each.
Thanks and Happy Holidays to all.
Rob

Upvote 2

Read Answer Asked by Robert on January 03, 2025

• BMO S&P 500 Index ETF (ZSP $102.21)
  • $102.21 P/E (TTM): 26.73X Cap: $21.04B
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Q: I have some cash and would like to buy a US TFA that is listed on the TSX what ones would you suggest?
Thanks for your help
Dorothy

Upvote 3

Read Answer Asked by Dorothy on January 03, 2025

• SPDR S&P 500 ETF Trust (SPY $677.46)
  • $677.46 P/E (TTM): 27.29X Cap: $717.03B
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• Vanguard High Dividend Yield Indx ETF (VYM $144.36)
  • $144.36 P/E (TTM): 19.26X Cap: $65.87B
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Q: Hi gang ,
I am looking into buying between VYM OR VFMV. That would be in my granddaughter’s RESP account.
Which one would you prefer or do you have any alternative. Probably 10 years buy and forget.
Thanks. Happy holidays .
Alnoor

Upvote 5

Read Answer Asked by Alnoor on January 03, 2025

• Gatekeeper Systems Inc. (GSI $2.11)
  • $2.11 Cap: $211M
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Q: Can you reference your last comment on Gatekeeper Systems and has anything changed while you comment on their last earnings report and outlook going forward. Thank you and Merry Christmas to everyone and your families.

Upvote 3

Read Answer Asked by James on January 03, 2025

• BMO US High Dividend Covered Call ETF (ZWH $24.75)
  • $24.75 P/E (TTM): 18.85X Cap: $1.08B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $20.33)
  • $20.33 P/E (TTM): 12.59X Cap: $1.92B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.69)
  • $20.69 P/E (TTM): 17.14X Cap: $1.01B
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.76)
  • $14.76 P/E (TTM): 28.36X Cap: $922M
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Q: Best of the Season to all at 5i,

Please advise your most well thought of covered call ETFs. Leveraged and unleveraged.

Thanks very much.

Upvote 4

Read Answer Asked by Dave on January 03, 2025

Q: After AI, quantum computing will drive the next wave of the industrial revolution. Do you have any stock or ETF suggestions? Thanks!

Upvote 12

Read Answer Asked by Esther on January 03, 2025