Investment Q&A

• INVESCO QQQ Trust (QQQ $580.80)
  • $580.80 P/E (TTM): 59.46X Cap: $367.21B
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Q: Greetings,

I am honestly perplexed by the current performance of the S&P 500. I don't understand why the valuations are near all time highs. From my point of view the uncertainty with tariffs (now settling on with alot of baseline tariffs), the revision in the jobs report, the firing of people who report info the president doesn't like, and the pressure mounting on the federal reserve make the current price levels not make sense to me. Is it because the market is pricing in higher inflation or expects the tariffs to help the US economy? I understand the market is complex but would it be possible for you to shed some light so I can better understand why the market is as high as it is?

Thanks in advance,
Aidan

Upvote 17

Read Answer Asked by Aidan on August 12, 2025

• Skyharbour Resources Ltd. (SYH $0.30)
  • $0.30 Cap: $59M
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Q: This company is at a 4 year low,with all the nuclear talk about need for power and AI Hoopla,I know this is years away from production,do you think it’s anything more than a lottery ticket or with the Quality of their properties is it a possible take out target your thoughts on the company and management,as always a Bigly thanks

Upvote 2

Read Answer Asked by Greg on August 12, 2025

• NuScale Power Corporation Class A (SMR $35.52)
  • $35.52 Cap: $10.62B
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Q: Investable in your opinion?

Upvote 1

Read Answer Asked by Danny-boy on August 12, 2025

• Amazon.com Inc. (AMZN $231.65)
  • $231.65 P/E (TTM): 33.76X Cap: $2.39T
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• Walmart Inc. (WMT $101.37)
  • $101.37 P/E (TTM): 44.28X Cap: $805.94B
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• Roku Inc. (ROKU $86.82)
  • $86.82 Cap: $12.97B
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Q: Hello 5i
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.

Thank you
Steve

Upvote 2

Read Answer Asked by Steve on August 12, 2025

• Vitalhub Corp. (VHI $12.77)
  • $12.77 P/E (TTM): 300.22X Cap: $743M
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Q: Any news to explain the move by VHI today? Just profit taking or did something occur that isn't being reported. Would you be adding to an existing position to take advantage?

Upvote 4

Read Answer Asked by Tim on August 12, 2025

• Enbridge Inc. (ENB $66.32)
  • $66.32 P/E (TTM): 22.93X Cap: $143.16B
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• TC Energy Corporation cumulative redeemable first preferred shares series 1 (TRP.PR.A $20.41)
  • $20.41 P/E (TTM): 16.92X Cap: $73B
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Q: Which company-Enb or Trp would benefit most from Data A-I centres?

Upvote 4

Read Answer Asked by Terry on August 12, 2025

• Microsoft CDR (CAD Hedged) (MSFT $37.69)
  • $37.69 P/E (TTM): 38.8X Cap: $5.32T
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Q: Hello
I have a small position
MSFT cannot stop moving higher which is good

wants to add to the position, let me know what is a good entry point?
has been waiting for a pull back in Aug/Sept
thanks
Michael

Upvote 2

Read Answer Asked by Michael on August 12, 2025

• Thomson Reuters Corporation (TRI $235.18)
  • $235.18 P/E (TTM): 35.64X Cap: $105.23B
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Q: Tri is now down 20% from its 12 month high. Is it still worth holding it?

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.38)
  • $44.38 P/E (TTM): 79.75X Cap: $22.01B
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Q: Copper is a logical play these days but Teck is lagging, I know they have some issues but do you think this is a good entry point? Thx.

Upvote 3

Read Answer Asked by John L on August 12, 2025

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.13)
  • $29.13 P/E (TTM): 42.23X Cap: $916M
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• iShares Core MSCI EAFE IMI Index ETF (XEF $44.07)
  • $44.07 P/E (TTM): 27.35X Cap: $13.28B
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Q: Have both in my rrif and looking to add to one. Which would you recommend? Thanx.

Upvote 3

Read Answer Asked by Steve on August 12, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.40)
  • $166.40 P/E (TTM): 15.99X Cap: $8.92B
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Q: Hello
Ctc.a is down about $26 dollars in the last month or so. Is a price under $160 a good entry point ?
Will appreciate your comments on this stock going forward. Buy, sell or hold ?

Upvote 5

Read Answer Asked by Terry on August 12, 2025

• Intuitive Surgical Inc. (ISRG $476.31)
  • $476.31 P/E (TTM): 66.6X Cap: $172.91B
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Q: Isrg is the only health company we hold.
It is down 23% from its high and still trades at a very high p/e.
Your opinion please.

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.26)
  • $41.26 P/E (TTM): 1011.54X Cap: $27.45B
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Q: BIP has been slumping of late and the RSI is below 30. The pundits say buy hard assets and infra structure should fit the bill. What am I missing? Looks like a good entry point here. Please comment. Thx.

Upvote 6

Read Answer Asked by John L on August 12, 2025

• AbbVie Inc. (ABBV $204.65)
  • $204.65 P/E (TTM): 84.89X Cap: $355.90B
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• Harvest Healthcare Leaders Income ETF (HHL $7.12)
  • $7.12 P/E (TTM): 56.1X Cap: $1.39B
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Q: I have been buying HHL ETF over the last number of months, but it continues to struggle. Would say this is just sector weakness and if so how do you see the sector - will it eventually recover? My only other Healthcare stock is is ABBV so I am not overly exposed but this ETF is close to a full position, for income. Are there any issues with the ETF, and are you cautious? Thanks so much.

Upvote 2

Read Answer Asked by Pat on August 12, 2025

• Pinterest Inc. Class A (PINS $35.81)
  • $35.81 P/E (TTM): 12.44X Cap: $24.32B
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Q: Hi 5i

Thoughts on the quarter please.

Upvote 1

Read Answer Asked by mike on August 12, 2025

• Genius Sports Limited (GENI $12.83)
  • $12.83 Cap: $3.10B
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• BlackSky Technology Inc. Class A (BKSY $17.83)
  • $17.83 Cap: $655M
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• Rubrik Inc. Class A (RBRK $84.74)
  • $84.74 P/E (TTM): 25.46X Cap: $17.36B
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• Rocket Lab Corporation (RKLB $42.84)
  • $42.84 Cap: $20.61B
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Q: In what order would you be inclined to purchase a partial amount of these?
While I understand that all are high risk, are there any you would caution about?
Thanks.

Upvote 3

Read Answer Asked by Catherine on August 12, 2025

• Knight Therapeutics Inc. (GUD $6.20)
  • $6.20 P/E (TTM): 63.56X Cap: $632M
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Q: Hi Peter

Can you provide me your current thoughts on GUD and its reported financials. Also do you think it is in an inflection point and would you buy at current levels.

Upvote 2

Read Answer Asked by Frank on August 12, 2025

• Linamar Corporation (LNR $71.96)
  • $71.96 P/E (TTM): 16.61X Cap: $4.38B
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• Magna International Inc. (MG $61.59)
  • $61.59 P/E (TTM): 10.35X Cap: $17.47B
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Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.

Upvote 3

Read Answer Asked by Peter on August 12, 2025

• Stryker Corporation (SYK $376.25)
  • $376.25 P/E (TTM): 49.88X Cap: $144.87B
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Q: Would you purchase this stock at it's current price for a five year hold?

Upvote 4

Read Answer Asked by Brian on August 12, 2025

• Thomson Reuters Corporation (TRI $235.18)
  • $235.18 P/E (TTM): 35.64X Cap: $105.23B
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Q: Good Morning
I currently have a 75% position inTRI at an average cost 266$
would you now add the remaining 25% or would you have a price suggestion to add?
Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on August 12, 2025