Investment Q&A

• Dollarama Inc. (DOL $183.75)
  • $183.75 P/E (TTM): 41.43X Cap: $51.90B
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• Celestica Inc. (CLS $373.55)
  • $373.55 P/E (TTM): 39.65X Cap: $43.24B
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• goeasy Ltd. (GSY $36.25)
  • $36.25 P/E (TTM): 2.78X Cap: $611M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.77)
  • $173.77 P/E (TTM): 28.12X Cap: $2.20B
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• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 400.71X Cap: $586M
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• kneat.com inc. (KSI $3.46)
  • $3.46 Cap: $358M
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• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.06B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.62)
  • $28.62 Cap: $11.58B
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• Propel Holdings Inc. (PRL $18.01)
  • $18.01 P/E (TTM): 9.85X Cap: $747M
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• D2L Inc. Subordinate Voting Shares (DTOL $8.69)
  • $8.69 P/E (TTM): 12.35X Cap: $493M
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.12)
  • $53.12 P/E (TTM): 80.1X Cap: $120.55B
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• Luca Mining Corp. (LUCA $1.35)
  • $1.35 Cap: $427M
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Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!

Upvote 34

Read Answer Asked by Kevin on April 28, 2025

• Propel Holdings Inc. (PRL $18.01)
  • $18.01 P/E (TTM): 9.85X Cap: $747M
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Q: Hi,
What is you insight on PRL-T? Is it a good and better risk and reward pick after it fall from the highs of C$42? Is there major problem with its business? Will it recover or its better to go with other lenders such as Banks? What basically I mean was that its business prospects are same? The current pull back in price is not because a group of investor entered in the stock to take it to highs. They got what they wanted and left.
Thanks
Piyush

Upvote 12

Read Answer Asked by Piyush on April 28, 2025

• Restaurant Brands International Inc. (QSR $101.68)
  • $101.68 P/E (TTM): 32.07X Cap: $46.34B
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• Premium Brands Holdings Corporation (PBH $89.30)
  • $89.30 P/E (TTM): 65.58X Cap: $4.15B
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• Leon's Furniture Limited (LNF $25.34)
  • $25.34 P/E (TTM): 16.46X Cap: $1.74B
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Q: I have half positions of these three stocks: QSR, PBH, & LNF. PBH is underwater. Are these good stocks to own long term? They haven't really done much in the last few years. Or on this pullback, make them full positions for their div and possible future growth? Do you have other favourites in Consumer stocks? YOUR THOUGHTS PLEASE. Thanks.

Upvote 4

Read Answer Asked by Pat on April 28, 2025

• Magna International Inc. (MG $72.05)
  • $72.05 P/E (TTM): 19.1X Cap: $20.95B
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• Nutrien Ltd. (NTR $104.62)
  • $104.62 P/E (TTM): 36.77X Cap: $51.70B
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• AtkinsRéalis Group Inc. (ATRL $89.44)
  • $89.44 P/E (TTM): 6.18X Cap: $15.67B
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Q: In my TFSA I hold 25 diversified stocks. I am considering increasing two of the these three stocks to full position (ATRL, NTR or MG) for 2+ years hold. Which two would you suggest?
Thanks

Upvote 3

Read Answer Asked by Roy on April 28, 2025

• Alphabet Inc. (GOOG $302.50)
  • $302.50 P/E (TTM): 28.62X Cap: $3.72T
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• Verizon Communications Inc. (VZ $49.28)
  • $49.28 P/E (TTM): 12.44X Cap: $209.15B
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• Trane Technologies plc (TT $421.76)
  • $421.76 P/E (TTM): 32.77X Cap: $94.44B
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Q: I have half a position in VZ. Am about 15% underwater. If pullback continues should I add to my position or sell now and buy something else. I am a Div investor overall, but like a little growth. any suggestions?

Upvote 3

Read Answer Asked by Pat on April 28, 2025

Q: Can you advise as to how one claims 5i services expense on this year‘s tax return
Ty

Upvote 12

Read Answer Asked by Indra on April 28, 2025

Q: Your thoughts on this etf and its upside potential would be greatly appreciated .

Thanks.

Upvote 2

Read Answer Asked by Donald on April 28, 2025

• NameSilo Technologies Corp. (URL $1.82)
  • $1.82 P/E (TTM): 92.0X Cap: $160M
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Q: Hi, It has been a good 6-9 months for this little stock, which I have as a long-term hold. At this point, do I just let it ride?

Upvote 1

Read Answer Asked by Darren on April 28, 2025

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: What can you tell me about the news release that just came out regarding MND and Alkane Resources ? Is this a good deal for MND ? What value would you place on MND now as a result of this and is it worth holding on to MND for the long term ?

Upvote 1

Read Answer Asked by Pierre on April 28, 2025

• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.06B
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Q: hi folks...it appears that Well Health, well/t...now owns 97.47M shares of Healwell, Aidx, or 37%...and have 30.8M MVSs ....am I correct that Well bought the shares for $0.125/shr, and the 30.8M MVSs for $0.01 each (exercisable at $2.50)...if correct...does that not seem like a great deal & execution by mgmt at Well Health....I know they have had lots of stumbles in past, but I am thinking/hoping...that 2025 is breakout year. Am I correct with my figures for Healwell??, & your thoughts, thanks as always, jb Piedmont QC....Go Habs Go hehe

Upvote 12

Read Answer Asked by John on April 25, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.98)
  • $49.98 P/E (TTM): 99.74X Cap: $22.61B
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Q: Why is their PE so high? Is AFFO a better way to measure?

Upvote 4

Read Answer Asked by Cory on April 25, 2025

• TerraVest Industries Inc. (TVK $139.07)
  • $139.07 Cap: $3.03B
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Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?

Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).

What price entry point would you say is a good buying opportunity?

Upvote 7

Read Answer Asked by Harrison on April 25, 2025

• Broadcom Inc. (AVGO $316.69)
  • $316.69 P/E (TTM): 67.64X Cap: $1.49T
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• International Business Machines Corporation (IBM $250.96)
  • $250.96 P/E (TTM): 22.97X Cap: $236B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.16)
  • $99.16 P/E (TTM): 13.2X Cap: $21.10B
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• Stella-Jones Inc. (SJ $91.40)
  • $91.40 P/E (TTM): 15.64X Cap: $5.14B
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• Topicus.com Inc. (TOI $97.24)
  • $97.24 P/E (TTM): 308.43X Cap: $12.58B
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Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Upvote 9

Read Answer Asked by Leah on April 25, 2025

• MDA Space Ltd. (MDA $44.79)
  • $44.79 P/E (TTM): 51.94X Cap: $5.84B
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Aecon Group Inc. (ARE $42.33)
  • $42.33 P/E (TTM): 426.0X Cap: $2.72B
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Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.06B
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Q: When do you expect Well to release first quarter results?

Upvote 4

Read Answer Asked by Robert on April 25, 2025

• Eli Lilly and Company (LLY $918.19)
  • $918.19 P/E (TTM): 40.54X Cap: $867.39B
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• WSP Global Inc. (WSP $218.41)
  • $218.41 P/E (TTM): 30.24X Cap: $29.90B
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• Novo Nordisk A/S (NVO $36.79)
  • $36.79 P/E (TTM): 10.8X Cap: $363.68B
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Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• WSP Global Inc. (WSP $218.41)
  • $218.41 P/E (TTM): 30.24X Cap: $29.90B
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Q: If CDPQ continues to own 14%, after sale of 1.6% interest and still being the largest shareholder of WSP Global, would you consider the 4% drop as a nice opportunity to add ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $265.31)
  • $265.31 P/E (TTM): 78.71X Cap: $101.27B
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• Nebius Group N.V. (NBIS $117.28)
  • $117.28 Cap: $28.23B
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Q: Which offers the best return over the next 5 years, Nbis or Vrt?

Upvote 10

Read Answer Asked by Terry on April 25, 2025

• AbbVie Inc. (ABBV $207.76)
  • $207.76 P/E (TTM): 93.12X Cap: $368.38B
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• Eli Lilly and Company (LLY $918.19)
  • $918.19 P/E (TTM): 40.54X Cap: $867.39B
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• Merck & Company Inc. (MRK $114.07)
  • $114.07 P/E (TTM): 15.92X Cap: $283.08B
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Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Upvote 3

Read Answer Asked by Gary on April 25, 2025