Investment Q&A

• O'Reilly Automotive Inc. (ORLY $104.05)
  • $104.05 P/E (TTM): 8.89X Cap: $87.54B
  • View ORLY Profile
  • View Questions on ORLY
• AutoZone Inc. (AZO $4,205.41)
  • $4,205.41 P/E (TTM): 26.54X Cap: $69.92B
  • View AZO Profile
  • View Questions on AZO
• Genuine Parts Company (GPC $139.85)
  • $139.85 P/E (TTM): 23.97X Cap: $19.29B
  • View GPC Profile
  • View Questions on GPC

Q: can I get your thoughts on GPC ? Is it worth buying or is there something better for the sector ?

Upvote 1

Read Answer Asked by ric on June 27, 2025

• Fortis Inc. (FTS $68.95)
  • $68.95 P/E (TTM): 20.47X Cap: $34.69B
  • View FTS Profile
  • View Questions on FTS
• Capital Power Corporation (CPX $56.67)
  • $56.67 P/E (TTM): 18.08X Cap: $8.94B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Hydro One Limited (H $50.38)
  • $50.38 P/E (TTM): 24.24X Cap: $30.20B
  • View H Profile
  • View Questions on H

Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks

Upvote 6

Read Answer Asked by Brad on June 27, 2025

• iShares China Large-Cap ETF (FXI $38.22)
  • $38.22 P/E (TTM): 23.61X Cap: $6.70B
  • View FXI Profile
  • View Questions on FXI
• iShares MSCI China ETF (MCHI $60.02)
  • $60.02 P/E (TTM): 17.17X Cap: $7.87B
  • View MCHI Profile
  • View Questions on MCHI
• KraneShares CSI China Internet ETF (KWEB $37.47)
  • $37.47 P/E (TTM): 6.41X Cap: $8.48B
  • View KWEB Profile
  • View Questions on KWEB

Q: Can you pls recommend any ETF`s that have some China exposure

Upvote 1

Read Answer Asked by Howie on June 27, 2025

• Simply Solventless Concentrates Ltd. (HASH $0.35)
  • $0.35 P/E (TTM): 3.35X Cap: $35M
  • View HASH Profile
  • View Questions on HASH

Q: Can I please get your thoughts on Simply Solventless’ recent quarter. Would you throw some mad money into this company? Thank you for your service.

Upvote 2

Read Answer Asked by Bill on June 27, 2025

• BigBear.ai Inc. (BBAI $5.13)
  • $5.13 Cap: $2.07B
  • View BBAI Profile
  • View Questions on BBAI

Q: What are your thoughts on BBAI. Is it buy or hold

If you have a $750k portfolio and want to add stocks under 5 and would you use percentage or dollar value of total portfolio.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on June 27, 2025

• Agnico Eagle Mines Limited (AEM $192.42)
  • $192.42 P/E (TTM): 28.23X Cap: $97.09B
  • View AEM Profile
  • View Questions on AEM
• Nutrien Ltd. (NTR $80.24)
  • $80.24 P/E (TTM): 189.18X Cap: $39.38B
  • View NTR Profile
  • View Questions on NTR
• Linde plc (LIN $482.71)
  • $482.71 P/E (TTM): 33.99X Cap: $225.97B
  • View LIN Profile
  • View Questions on LIN
• ISHARES BITCOIN TR (IBIT $63.65)
  • $63.65 Cap: $82.93B
  • View IBIT Profile
  • View Questions on IBIT

Q: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.

Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?

Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.

Thank you.

Upvote 7

Read Answer Asked by Karim on June 27, 2025

• Alimentation Couche-Tard Inc. (ATD $69.80)
  • $69.80 P/E (TTM): 18.58X Cap: $65.26B
  • View ATD Profile
  • View Questions on ATD

Q: Feel free to answer following the conference call.
Would you initiate a position here, I am light in this sector.

Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.

Thank you for this amazing service.

Upvote 9

Read Answer Asked by Adam on June 27, 2025

Q: PCT Can you give me your opinion on PCT (on nasdaq) now and going forward

Upvote 2

Read Answer Asked by arnold on June 27, 2025

• Cellebrite DI Ltd. (CLBT $16.47)
  • $16.47 Cap: $3.78B
  • View CLBT Profile
  • View Questions on CLBT

Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks

Upvote 4

Read Answer Asked by Ben on June 27, 2025

• iShares 0-3 Month Treasury Bond ETF (SGOV $100.67)
  • $100.67 Cap: $55.99B
  • View SGOV Profile
  • View Questions on SGOV

Q: I had purchased this in my RRIF thinking it would be fairly stable. Unfortunately with the drop in the US dollar it has not performed well. Would you continue to hold short term US gov bonds in this environment?. The second part of th e question is this a reasonable ETF for that purpose. I do hold AGG as well

Upvote 3

Read Answer Asked by Tom on June 27, 2025

• Gilead Sciences Inc. (GILD $113.92)
  • $113.92 P/E (TTM): 23.98X Cap: $142.38B
  • View GILD Profile
  • View Questions on GILD
• Intuitive Surgical Inc. (ISRG $471.15)
  • $471.15 P/E (TTM): 65.24X Cap: $170.01B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $208.06)
  • $208.06 P/E (TTM): 88.7X Cap: $368.08B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $734.17)
  • $734.17 P/E (TTM): 56.58X Cap: $696.62B
  • View LLY Profile
  • View Questions on LLY
• Stryker Corporation (SYK $393.15)
  • $393.15 P/E (TTM): 51.77X Cap: $150.75B
  • View SYK Profile
  • View Questions on SYK
• Harvest Healthcare Leaders Income ETF (HHL $7.30)
  • $7.30 P/E (TTM): 72.11X Cap: $1.42B
  • View HHL Profile
  • View Questions on HHL
• Catalyst Pharmaceuticals Inc. (CPRX $20.19)
  • $20.19 P/E (TTM): 12.5X Cap: $2.44B
  • View CPRX Profile
  • View Questions on CPRX

Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!

Upvote 7

Read Answer Asked by Roger on June 27, 2025

• Canadian Natural Resources Limited (CNQ $43.16)
  • $43.16 P/E (TTM): 10.92X Cap: $88.06B
  • View CNQ Profile
  • View Questions on CNQ
• Peyto Exploration & Development Corp. (PEY $18.80)
  • $18.80 P/E (TTM): 11.39X Cap: $3.75B
  • View PEY Profile
  • View Questions on PEY

Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.

Upvote 6

Read Answer Asked by Victor on June 27, 2025

Q: Do you have any recommendations in the metals and mining space that have a yield of at least 3% and expectations of some growth. I would like to diversity my portfolio into this area

Upvote 4

Read Answer Asked by arnold on June 27, 2025

• QuantumScape Corporation Class A (QS $8.04)
  • $8.04 Cap: $4.71B
  • View QS Profile
  • View Questions on QS

Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 2

Read Answer Asked by James on June 27, 2025

Q: CRMZ Thoughts on CreditRiskMonitor.Com Inc on the OTC? I heard they have significant cash per share.

Upvote 2

Read Answer Asked by Craig on June 27, 2025

• Topicus.com Inc. (TOI $168.32)
  • $168.32 P/E (TTM): 84.92X Cap: $14.65B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi, do you have any explanation why topic is being steadily dropping since around June 4th? Thank you

Upvote 7

Read Answer Asked by GeeMac on June 27, 2025

• Tamarack Valley Energy Ltd. (TVE $5.42)
  • $5.42 P/E (TTM): 11.62X Cap: $2.73B
  • View TVE Profile
  • View Questions on TVE

Q: You see any value in the junior oil companies in your growth portfolio?

Thx

Upvote 5

Read Answer Asked by blake on June 27, 2025

• Intuitive Surgical Inc. (ISRG $471.15)
  • $471.15 P/E (TTM): 65.24X Cap: $170.01B
  • View ISRG Profile
  • View Questions on ISRG
• Micron Technology Inc. (MU $117.75)
  • $117.75 P/E (TTM): 20.9X Cap: $130.37B
  • View MU Profile
  • View Questions on MU
• Booking Holdings Inc. (BKNG $5,615.68)
  • $5,615.68 P/E (TTM): 39.76X Cap: $184.92B
  • View BKNG Profile
  • View Questions on BKNG
• Tourmaline Oil Corp. (TOU $58.00)
  • $58.00 P/E (TTM): 14.4X Cap: $21.72B
  • View TOU Profile
  • View Questions on TOU
• Celestica Inc. (CLS $278.49)
  • $278.49 P/E (TTM): 43.22X Cap: $31.60B
  • View CLS Profile
  • View Questions on CLS
• Descartes Systems Group Inc. (The) (DSG $137.47)
  • $137.47 P/E (TTM): 60.18X Cap: $11.62B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $189.00)
  • $189.00 P/E (TTM): 162.26X Cap: $5.37B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Thomson Reuters Corporation (TRI $241.20)
  • $241.20 P/E (TTM): 49.26X Cap: $109.13B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.03)
  • $193.03 P/E (TTM): 79.48X Cap: $253.19B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• TerraVest Industries Inc. (TVK $143.44)
  • $143.44 Cap: $3.13B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $101.65)
  • $101.65 P/E (TTM): 10.25X Cap: $3.87B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Aritzia Inc. Subordinate Voting Shares (ATZ $79.86)
  • $79.86 P/E (TTM): 39.55X Cap: $9.09B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Kraken Robotics Inc. (PNG $3.45)
  • $3.45 P/E (TTM): 48.86X Cap: $1.09B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $4.42)
  • $4.42 P/E (TTM): 250.0X Cap: $458M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $5.42)
  • $5.42 Cap: $511M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $12.75)
  • $12.75 P/E (TTM): 153.88X Cap: $725M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• CRISPR Therapeutics AG (CRSP $53.53)
  • $53.53 Cap: $4.99B
  • View CRSP Profile
  • View Questions on CRSP
• Axon Enterprise Inc. (AXON $769.68)
  • $769.68 P/E (TTM): 184.69X Cap: $60.37B
  • View AXON Profile
  • View Questions on AXON
• Twist Bioscience Corporation (TWST $27.19)
  • $27.19 Cap: $1.67B
  • View TWST Profile
  • View Questions on TWST
• Galaxy Digital Inc. Class A common stock (GLXY $33.68)
  • $33.68 Cap: $12.87B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Genius Sports Limited (GENI $12.82)
  • $12.82 Cap: $3.12B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $31.29)
  • $31.29 Cap: $9.51B
  • View SRAD Profile
  • View Questions on SRAD
• Propel Holdings Inc. (PRL $32.37)
  • $32.37 P/E (TTM): 15.83X Cap: $1.27B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• D2L Inc. Subordinate Voting Shares (DTOL $16.44)
  • $16.44 P/E (TTM): 23.05X Cap: $895M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Nebius Group N.V. (NBIS $70.10)
  • $70.10 Cap: $16.78B
  • View NBIS Profile
  • View Questions on NBIS
• Nvidia CDR (CAD Hedged) (NVDA $41.64)
  • $41.64 P/E (TTM): 61.16X Cap: $6.14T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Upvote 28

Read Answer Asked by Gilles on June 27, 2025

• TELUS Corporation (T $22.75)
  • $22.75 P/E (TTM): 35.77X Cap: $34.85B
  • View T Profile
  • View Questions on T
• BMO Covered Call Utilities ETF (ZWU $11.38)
  • $11.38 P/E (TTM): 53.76X Cap: $1.88B
  • View ZWU Profile
  • View Questions on ZWU

Q: Hello,
What do you think of switching Telus to ZWU.
Telus is in my TFSA account and i am currently down 10%.Also, what is the risk of ZWU ?
Thanks!

Upvote 3

Read Answer Asked by Nancy on June 27, 2025

• Toronto-Dominion Bank (The) (TD $105.01)
  • $105.01 P/E (TTM): 10.47X Cap: $179.29B
  • View TD Profile
  • View Questions on TD
• Sun Life Financial Inc. (SLF $79.73)
  • $79.73 P/E (TTM): 14.72X Cap: $46.05B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $22.75)
  • $22.75 P/E (TTM): 35.77X Cap: $34.85B
  • View T Profile
  • View Questions on T
• Fortis Inc. (FTS $68.95)
  • $68.95 P/E (TTM): 20.47X Cap: $34.69B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.91)
  • $55.91 Cap: $7.37B
  • View BIPC Profile
  • View Questions on BIPC

Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.

Thanks for the great service!

Upvote 8

Read Answer Asked by Camille on June 27, 2025