Investment Q&A

• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
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• TELUS Corporation (T $22.92)
  • $22.92 P/E (TTM): 35.53X Cap: $35.05B
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• Pembina Pipeline Corporation (PPL $52.16)
  • $52.16 P/E (TTM): 17.09X Cap: $29.75B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.40)
  • $38.40 P/E (TTM): 23.24X Cap: $10.36B
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• Emera Incorporated (EMA $66.48)
  • $66.48 P/E (TTM): 22.35X Cap: $19.76B
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• Allied Properties Real Estate Investment Trust (AP.UN $18.22)
  • $18.22 Cap: $2.34B
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• Capital Power Corporation (CPX $59.53)
  • $59.53 P/E (TTM): 18.9X Cap: $9.29B
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $62.92)
  • $62.92 P/E (TTM): 8.21X Cap: $2.67B
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• Enghouse Systems Limited (ENGH $22.29)
  • $22.29 P/E (TTM): 15.74X Cap: $1.22B
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• Gibson Energy Inc. (GEI $25.90)
  • $25.90 P/E (TTM): 26.38X Cap: $4.20B
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• Granite Real Estate Investment Trust (GRT.UN $79.33)
  • $79.33 P/E (TTM): 20.57X Cap: $4.80B
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• Magna International Inc. (MG $61.48)
  • $61.48 P/E (TTM): 10.36X Cap: $17.32B
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• Exchange Income Corporation (EIF $72.86)
  • $72.86 P/E (TTM): 28.94X Cap: $3.74B
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• CT Real Estate Investment Trust (CRT.UN $16.32)
  • $16.32 P/E (TTM): 16.85X Cap: $3.85B
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• First National Financial Corporation (FN $48.22)
  • $48.22 P/E (TTM): 15.79X Cap: $2.89B
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• Cogeco Inc. Subordinate Voting Shares (CGO $58.65)
  • $58.65 P/E (TTM): 6.43X Cap: $565M
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Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Upvote 12

Read Answer Asked by David on July 28, 2025

• TFI International Inc. (TFII $125.32)
  • $125.32 P/E (TTM): 21.08X Cap: $10.79B
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Q: Any news behind the 5%+ gain on Friday. Stock has slowly gained back some of its losses since reporting a horrible Q4 2024 where management spelled out severe impact of freight recession and loss of market share. I have been patiently waiting for a better price to exit. What would you do ahead of Q2 results?

Upvote 5

Read Answer Asked by Keith on July 27, 2025

• Broadcom Inc. (AVGO $291.17)
  • $291.17 P/E (TTM): 114.52X Cap: $1.38T
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• TerraVest Industries Inc. (TVK $143.23)
  • $143.23 Cap: $3.10B
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• Kraken Robotics Inc. (PNG $3.39)
  • $3.39 P/E (TTM): 53.86X Cap: $1.06B
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• Hims & Hers Health Inc. Class A (HIMS $43.38)
  • $43.38 P/E (TTM): 57.09X Cap: $9.80B
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• Propel Holdings Inc. (PRL $31.38)
  • $31.38 P/E (TTM): 15.97X Cap: $1.22B
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• Skyward Specialty Insurance Group Inc. (SKWD $49.59)
  • $49.59 P/E (TTM): 15.16X Cap: $1.96B
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• Nebius Group N.V. (NBIS $67.47)
  • $67.47 Cap: $16.06B
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• Rocket Lab Corporation (RKLB $40.69)
  • $40.69 Cap: $19.50B
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Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you

Upvote 23

Read Answer Asked by Nick on July 26, 2025

• T. Rowe Price Value ETF (TVAL $33.46)
  • $33.46 P/E (TTM): 63.22X Cap: $470M
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Q: Please add TVAL to your list. I have purchased 600 shares.
Would appreciate confirmation that this is a Fixed Income Investment

Upvote 2

Read Answer Asked by Gerry on July 26, 2025

• BMO Ultra Short-Term Bond ETF (ZST $49.07)
  • $49.07 Cap: $4.55B
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Q: I have 15k in a savings account at my bank, at a very low interest rate. I'm thinking of putting the savings account funds into ZST and get a total return in the 6% range. This would be in a TFSA account. What are your thoughts, maybe ZST.L or another ETF?

Thanks.

Upvote 2

Read Answer Asked by Brian on July 26, 2025

Q: Thoughts on BMNR please.

Upvote 2

Read Answer Asked by Carla on July 26, 2025

Q: What is the Bloomberg U.S. Pure Momentum factor index?

Upvote 6

Read Answer Asked by Carlos on July 25, 2025

Q: Hi 5i
Lidr (AEye) is not in your data base. They just announced the companys flagship lidar system has been integrated into Nvidia's self-driving vehicle-technology platform.
Stock has made a big jump on this news ....
Looking for opinion on this one. Would it hold any interest to 5i going forward.

thx

Upvote 1

Read Answer Asked by jim on July 25, 2025

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $2.25B
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Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Upvote 1

Read Answer Asked by Donald on July 25, 2025

• Celestica Inc. (CLS $253.78)
  • $253.78 P/E (TTM): 41.4X Cap: $29.19B
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Q: CLS earnings are comming up; I am holding onto a decent gain, do you think the recent stock run up is too excessive ahead of earnings? Would you hold / sell all / trim ahead of earnings ?

Upvote 14

Read Answer Asked by Michael on July 25, 2025

• Axon Enterprise Inc. (AXON $760.89)
  • $760.89 P/E (TTM): 191.49X Cap: $59.52B
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• Celestica Inc. (CLS $182.90)
  • $182.90 P/E (TTM): 43.5X Cap: $21.03B
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• CrowdStrike Holdings Inc. (CRWD $419.17)
  • $419.17 Cap: $104.47B
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• Robinhood Markets Inc. (HOOD $105.34)
  • $105.34 P/E (TTM): 58.68X Cap: $92.95B
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• Nebius Group N.V. (NBIS $67.47)
  • $67.47 Cap: $16.06B
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• Rocket Lab Corporation (RKLB $40.69)
  • $40.69 Cap: $19.50B
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Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry

Upvote 28

Read Answer Asked by Terry on July 25, 2025

• Miscellaneous (MISC)
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Q: When I look at what the insiders are doing on a company which is available on some sites, with the stocks they hold, I see:

Sell post exercise?
Exercise?
Sell;
Award?

Which of these should be concerning? Could you please explain the terminology of the ones above with a question mark.
Thank you.

Upvote 2

Read Answer Asked by Dennis on July 25, 2025

• Amazon.com Inc. (AMZN $223.81)
  • $223.81 P/E (TTM): 35.29X Cap: $2.43T
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• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.78X Cap: $2.44T
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• Global-E Online Ltd. (GLBE $31.84)
  • $31.84 Cap: $5.38B
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Q: I currently hold half positions in GOOG and AMZN, and both positions show current gains. I also have a full position in GLBE, which is currently underwater. I'd like to consolidate and wonder what to sell and why. Long term hold and taxes not really a consideration. Many thanks

Upvote 2

Read Answer Asked by alex on July 25, 2025

• Royal Bank of Canada (RY $189.35)
  • $189.35 P/E (TTM): 20.37X Cap: $266.44B
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• Toronto-Dominion Bank (The) (TD $102.24)
  • $102.24 P/E (TTM): 10.45X Cap: $175.15B
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• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
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Q: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks

Upvote 6

Read Answer Asked by kim on July 25, 2025

• Celestica Inc. (CLS $253.78)
  • $253.78 P/E (TTM): 41.4X Cap: $29.19B
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• TerraVest Industries Inc. (TVK $143.23)
  • $143.23 Cap: $3.10B
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• EQB Inc. (EQB $100.36)
  • $100.36 P/E (TTM): 10.31X Cap: $3.86B
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• Zedcor Inc. (ZDC $4.12)
  • $4.12 P/E (TTM): 114.05X Cap: $433M
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• Propel Holdings Inc. (PRL $31.38)
  • $31.38 P/E (TTM): 15.97X Cap: $1.22B
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Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"

Upvote 23

Read Answer Asked by jeff on July 25, 2025

• BMO S&P 500 Index ETF (ZSP $97.12)
  • $97.12 P/E (TTM): 80.87X Cap: $19.38B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.93)
  • $38.93 P/E (TTM): 5.55X Cap: $1B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.19)
  • $99.19 Cap: $2.11B
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• Financial Select Sector SPDR (XLF $52.87)
  • $52.87 P/E (TTM): 43.38X Cap: $52.72B
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• Consumer Staples Select Sector SPDR (XLP $83.22)
  • $83.22 P/E (TTM): 43.8X Cap: $16.68B
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• Health Care Select Sector SPDR (XLV $137.50)
  • $137.50 P/E (TTM): 83.67X Cap: $33.26B
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• Technology Select Sector SPDR ETF (XLK $259.85)
  • $259.85 P/E (TTM): 94.08X Cap: $82.98B
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• Industrial Select Sector SPDR (XLI $151.22)
  • $151.22 P/E (TTM): 87.2X Cap: $23.38B
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• Communication Services Select Sector SPDR Fund (XLC $109.85)
  • $109.85 P/E (TTM): 32.18X Cap: $25.16B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $104.34)
  • $104.34 P/E (TTM): 102.2X Cap: $1.13B
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Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?

Upvote 12

Read Answer Asked by John on July 25, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.90)
  • $124.90 P/E (TTM): 19.33X Cap: $1.50B
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Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!

Upvote 9

Read Answer Asked by Keith on July 25, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.90)
  • $124.90 P/E (TTM): 19.33X Cap: $1.50B
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Q: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.

Please provide review of results and whether it is still holdable or are there better options.

Thx

Upvote 6

Read Answer Asked by Christopher on July 25, 2025

• lululemon athletica inc. (LULU $198.12)
  • $198.12 P/E (TTM): 13.85X Cap: $22.67B
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Q: I have a small position in Lululemon, which has recently become smaller after the downturn in share price. My impression of the most recent quarterly results from the company were that they were not robust, but roughly in line with previous estimates (if slighlty below them). It appears that market sentiment is currently holding the company in disfavour: share price has continued to slide downward after the substantial correction weeks earlier.

Is holding onto this company still a prudent measure, or is it time to cut losses and move onto other opportunities? I would be very happy to read your thoughts on this company. Thanks so much, and I look forward to your response.

Upvote 3

Read Answer Asked by Domenic on July 25, 2025

• Tesla Inc. (TSLA $323.90)
  • $323.90 P/E (TTM): 193.73X Cap: $1.06T
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Q: Have a very small position in TSLA. Would you add a bit more today?

Upvote 3

Read Answer Asked by George on July 25, 2025