Investment Q&A

• Quarterhill Inc. (QTRH $1.04)
  • $1.04 Cap: $123M
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Q: what do you think of this company. has been transitioning to a tech company with recurring revenue.
i realize small cap.brian

Upvote 1

Read Answer Asked by brian on March 04, 2025

• Realty Income Corporation (O $57.91)
  • $57.91 P/E (TTM): 57.49X Cap: $53.35B
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• Simon Property Group Inc. (SPG $173.35)
  • $173.35 P/E (TTM): 27.32X Cap: $56.69B
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Q: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike

Upvote 2

Read Answer Asked by Mike on March 04, 2025

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 10.02X Cap: $3.34B
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• kneat.com inc. (KSI $5.26)
  • $5.26 Cap: $499M
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• VersaBank (VBNK $11.85)
  • $11.85 P/E (TTM): 18.2X Cap: $383M
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Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan

Upvote 8

Read Answer Asked by Stephan on March 04, 2025

• iShares Global Agriculture Index ETF (COW $63.86)
  • $63.86 Cap: $231M
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• Cal-Maine Foods Inc. (CALM $86.87)
  • $86.87 P/E (TTM): 3.39X Cap: $4.21B
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• Teucrium Soybean Fund (SOYB $22.97)
  • $22.97 P/E (TTM): 5.36X Cap: $36M
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• Invesco DB Agriculture Fund (DBA $26.26)
  • $26.26 P/E (TTM): 4.15X Cap: $762M
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• Invesco Food & Beverage ETF (PBJ $43.33)
  • $43.33 P/E (TTM): 17.91X Cap: $99M
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• Teucrium Wheat Fund (WEAT $4.20)
  • $4.20 P/E (TTM): 12.31X Cap: $119M
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• Teucrium Corn Fund (CORN $17.83)
  • $17.83 P/E (TTM): 2.83X Cap: $48M
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Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?

Upvote 2

Read Answer Asked by Will on March 04, 2025

• MDA Space Ltd. (MDA $28.94)
  • $28.94 P/E (TTM): 37.97X Cap: $4.28B
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Q: Mda has been generally weak of late.Are tariffs a big consideration .Do you have an updated view on this name?

Upvote 2

Read Answer Asked by Kim on March 04, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.47)
  • $7.47 P/E (TTM): 23.19X Cap: $1.56B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.89)
  • $18.89 P/E (TTM): 27.54X Cap: $227M
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Q: I'm looking to invest in the healthcare sector for income and am considering HHL or LIFE. Which one would you recommend and why?

Upvote 2

Read Answer Asked by Nader on March 04, 2025

• TransMedics Group Inc. (TMDX $135.79)
  • $135.79 P/E (TTM): 66.79X Cap: $4.57B
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Q: hi folks...opinion on Q4/FY results for trans medic tmdx/q....seem pretty good and shoots down the short report from while ago....would you rate buy/hold/sell....thanks, jb

Upvote 3

Read Answer Asked by John on March 04, 2025

• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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Q: Can you comment on ECN quarterly update please?

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Chemtrade Logistics Income Fund (CHE.UN $13.37)
  • $13.37 P/E (TTM): 12.68X Cap: $1.50B
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Q: Any thoughts on Chemtrade income fund? Latest results look ok to me.

Upvote 2

Read Answer Asked by Terry on March 04, 2025

• Costco Wholesale Corporation (COST $920.18)
  • $920.18 P/E (TTM): 66.34X Cap: $404.36B
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• AbbVie Inc. (ABBV $228.20)
  • $228.20 P/E (TTM): 108.87X Cap: $397.72B
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• Procter & Gamble Company (The) (PG $149.58)
  • $149.58 P/E (TTM): 23.25X Cap: $347.63B
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• Loblaw Companies Limited (L $55.19)
  • $55.19 P/E (TTM): 7.0X Cap: $65.03B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
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Q: Hi Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,

Upvote 7

Read Answer Asked by Harry on March 04, 2025

• Dell Technologies Inc. Class C (DELL $161.01)
  • $161.01 P/E (TTM): 23.69X Cap: $108.25B
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Q: Earnings were good Outlook for first quarter soft. It looks cheap What is your opinion Buy ? RAK

Upvote 1

Read Answer Asked by bob on March 04, 2025

• Doman Building Materials Group Ltd. (DBM $8.84)
  • $8.84 P/E (TTM): 10.18X Cap: $756M
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Q: Kindly comment on the DBM results released last night, the report seems to be kind of sketchy I take that as a negative sign. Your thoughts?

Upvote 1

Read Answer Asked by Victor on March 04, 2025

• Laurentian Bank of Canada (LB $32.60)
  • $32.60 P/E (TTM): 10.65X Cap: $1.43B
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Q: Hi 5i team,

Laurentian Bank 's report seems positive to my untrained eyes! Your opinion? Will this spur interested parties to the forefront for a buy out proposal?

Upvote 2

Read Answer Asked by Savalai on March 04, 2025

• Rocket Lab Corporation (RKLB $60.92)
  • $60.92 Cap: $31.71B
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Q: Your thoughts on the quarter? The market sure doesn't like it right now. Is this an opportunity, or would you sit tight? Or bail out? Thanks again for a great service.

Upvote 2

Read Answer Asked by David on March 04, 2025

• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.09X Cap: $93.63B
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Q: cnq stock hitting 52 week lows your opinion please. any red flags ,buy sell hold. thank you

Upvote 8

Read Answer Asked by bill on March 04, 2025

• Bank of America Corporation (BAC $53.03)
  • $53.03 P/E (TTM): 15.5X Cap: $389.45B
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $35.32)
  • $35.32 P/E (TTM): 0.01X Cap: $1.42T
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Q: Your thoughts please on the latest Berkshire quarter?

Thx

Upvote 3

Read Answer Asked by blake on March 04, 2025

• Vecima Networks Inc. (VCM $9.93)
  • $9.93 Cap: $241M
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Q: Comment on it's recent decline and attractiveness today please. Thanks.

Upvote 1

Read Answer Asked by Adam on March 04, 2025

• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 32.03X Cap: $1.78B
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Q: Hi there, could there possibly be a fundamental shift in place now regarding SPB? Your thoughts on their 4Q and full year results please?

What did the markets like here to send the shares higher, or is this just a relief rally, especially on a volatile day?

Thanks!

Upvote 2

Read Answer Asked by Hussein on March 04, 2025

• Troilus Gold Corp. (TLG $1.32)
  • $1.32 Cap: $521M
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Q: Thoughts please on TLG.
Thanks
Rob

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.86X Cap: $67.68B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.09X Cap: $93.63B
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• MEG Energy Corp. (MEG $29.48)
  • $29.48 P/E (TTM): 6.61X Cap: $7.58B
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Q: How does 5i feel about the Canadian energy sector, specifically SU, MEG, CNQ, ENB? Is the recent pullback an opportunity to add to an existing position or hold for time being?

How's the outlook for the sector in the next 5 years?

Upvote 5

Read Answer Asked by David on March 04, 2025