Investment Q&A

• ATS Corporation (ATS $36.77)
  • $36.77 Cap: $3.55B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Tesla Inc. (TSLA $459.46)
  • $459.46 P/E (TTM): 256.19X Cap: $1.43T
  • View TSLA Profile
  • View Questions on TSLA
• Cognex Corporation (CGNX $45.83)
  • $45.83 P/E (TTM): 63.26X Cap: $7.60B
  • View CGNX Profile
  • View Questions on CGNX
• Symbotic Inc. (SYM $58.10)
  • $58.10 Cap: $31.82B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $115.61)
  • $115.61 Cap: $26.73B
  • View NBIS Profile
  • View Questions on NBIS

Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• AbbVie Inc. (ABBV $244.38)
  • $244.38 P/E (TTM): 106.78X Cap: $409.02B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $825.42)
  • $825.42 P/E (TTM): 47.48X Cap: $722.14B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $90.13)
  • $90.13 P/E (TTM): 12.12X Cap: $209.63B
  • View MRK Profile
  • View Questions on MRK

Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Upvote 1

Read Answer Asked by John on February 05, 2025

• Celestica Inc. (CLS $351.19)
  • $351.19 P/E (TTM): 55.16X Cap: $39.39B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $142.35)
  • $142.35 Cap: $3.02B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.80)
  • $125.80 P/E (TTM): 18.36X Cap: $1.46B
  • View HPS.A Profile
  • View Questions on HPS.A
• Galaxy Digital Inc. Class A common stock (GLXY $49.93)
  • $49.93 Cap: $17.71B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Upvote 29

Read Answer Asked by Christopher on February 05, 2025

• Zedcor Inc. (ZDC $5.24)
  • $5.24 P/E (TTM): 291.76X Cap: $549M
  • View ZDC Profile
  • View Questions on ZDC

Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Upvote 5

Read Answer Asked by Peter on February 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $37.21)
  • $37.21 Cap: $23.59B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.87)
  • $49.87 Cap: $17.92B
  • View BEPC Profile
  • View Questions on BEPC

Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Upvote 1

Read Answer Asked by Steven on February 05, 2025

• CME Group Inc. (CME $265.84)
  • $265.84 P/E (TTM): 26.35X Cap: $97.37B
  • View CME Profile
  • View Questions on CME
• Alphabet Inc. (GOOGL $244.90)
  • $244.90 P/E (TTM): 26.02X Cap: $2.94T
  • View GOOGL Profile
  • View Questions on GOOGL
• Johnson & Johnson (JNJ $186.05)
  • $186.05 P/E (TTM): 19.42X Cap: $446.55B
  • View JNJ Profile
  • View Questions on JNJ
• Altria Group Inc. (MO $66.29)
  • $66.29 P/E (TTM): 12.7X Cap: $110.97B
  • View MO Profile
  • View Questions on MO
• Procter & Gamble Company (The) (PG $153.18)
  • $153.18 P/E (TTM): 23.58X Cap: $359.90B
  • View PG Profile
  • View Questions on PG
• Williams Companies Inc. (The) (WMB $63.69)
  • $63.69 P/E (TTM): 32.31X Cap: $77.36B
  • View WMB Profile
  • View Questions on WMB
• A.O. Smith Corporation (AOS $73.10)
  • $73.10 P/E (TTM): 20.26X Cap: $10.28B
  • View AOS Profile
  • View Questions on AOS
• Littelfuse Inc. (LFUS $257.98)
  • $257.98 P/E (TTM): 59.96X Cap: $6.41B
  • View LFUS Profile
  • View Questions on LFUS
• VICI Properties Inc. (VICI $32.91)
  • $32.91 P/E (TTM): 12.48X Cap: $34.77B
  • View VICI Profile
  • View Questions on VICI

Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah

Upvote 4

Read Answer Asked by Leah on February 05, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $20.85)
  • $20.85 Cap: $2.65B
  • View AP.UN Profile
  • View Questions on AP.UN

Q: Hi, Could you please comment on AP earnings. Thank you

Upvote 1

Read Answer Asked by francis on February 05, 2025

• BMO S&P 500 Index ETF (ZSP $102.42)
  • $102.42 P/E (TTM): 27.54X Cap: $20B
  • View ZSP Profile
  • View Questions on ZSP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.50)
  • $61.50 P/E (TTM): 34.96X Cap: $4.08B
  • View XQQ Profile
  • View Questions on XQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $111.87)
  • $111.87 P/E (TTM): 34.77X Cap: $1.89B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares NASDAQ 100 Index ETF (XQQU $82.32)
  • $82.32 P/E (TTM): 35.07X Cap: $143M
  • View XQQU Profile
  • View Questions on XQQU

Q: Hello, for a 25 year old with $ 500.00 to invest in the TFSA, which of the above would you suggest?
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo

Upvote 2

Read Answer Asked by Carlo on February 05, 2025

• PayPal Holdings Inc. (PYPL $66.66)
  • $66.66 P/E (TTM): 14.95X Cap: $64.06B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $573.77)
  • $573.77 P/E (TTM): 38.31X Cap: $514.21B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $347.83)
  • $347.83 P/E (TTM): 33.22X Cap: $662.25B
  • View V Profile
  • View Questions on V
• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.39X Cap: $2.78B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $29.23)
  • $29.23 P/E (TTM): 14.85X Cap: $1.14B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Fiserv Inc. (FI $126.09)
  • $126.09 P/E (TTM): 21.81X Cap: $70.08B
  • View FI Profile
  • View Questions on FI

Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Upvote 6

Read Answer Asked by Nancy on February 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $94.67)
  • $94.67 P/E (TTM): 161.86X Cap: $142.83B
  • View BN Profile
  • View Questions on BN

Q: Hi, how do you see Brookfield's valuation right now? Is it still fairly priced? What would be a good entry price given the very reasons and likely upcoming volatility? Thank you

Upvote 5

Read Answer Asked by GeeMac on February 05, 2025

• ATS Corporation (ATS $36.77)
  • $36.77 Cap: $3.55B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Goodmorning

What are your thoughts on ATS latest quarter?

Thks
Marse

Upvote 4

Read Answer Asked by Marcel on February 05, 2025

• Mainstreet Equity Corp. (MEQ $187.00)
  • $187.00 P/E (TTM): 7.05X Cap: $1.73B
  • View MEQ Profile
  • View Questions on MEQ

Q: Can you please comment on earnings and the company overall? What would be a good entry point? Thank you

Upvote 5

Read Answer Asked by Clara on February 05, 2025

• Uber Technologies Inc. (UBER $96.61)
  • $96.61 P/E (TTM): 16.96X Cap: $204.30B
  • View UBER Profile
  • View Questions on UBER

Q: Can you comment on UBER earnings, their forward guidance and US currency headwinds, and the perceived battle with TSLA's robotaxis.

Uber stock price has been flat for a year now - is it undervalued? The market seems to pricing in nothing less than solid earnings and guidance beats, is this a sign that the market considers large cap US stocks to be grossly overvalued in general, and anything less than perfection will result in a sell off?

Upvote 2

Read Answer Asked by Colum on February 05, 2025

• TELUS Corporation (T $22.06)
  • $22.06 P/E (TTM): 34.25X Cap: $33.64B
  • View T Profile
  • View Questions on T

Q: What is your level of concern around a possible dividend cut at some point on Telus?

Upvote 4

Read Answer Asked by Doug on February 05, 2025

• JPMorgan Chase & Co. (JPM $310.71)
  • $310.71 P/E (TTM): 16.19X Cap: $867.35B
  • View JPM Profile
  • View Questions on JPM
• Rivian Automotive Inc. (RIVN $14.61)
  • $14.61 Cap: $17.81B
  • View RIVN Profile
  • View Questions on RIVN

Q: I want to ask whether it'd be good to buy JPM and RIVN now to invest for 5 years.

Upvote 3

Read Answer Asked by Linda on February 05, 2025

• Booking Holdings Inc. (BKNG $5,350.56)
  • $5,350.56 P/E (TTM): 38.03X Cap: $174.98B
  • View BKNG Profile
  • View Questions on BKNG

Q: Your thoughts on a decent entry point? Management rating 10 being the best.
Thank you

Upvote 3

Read Answer Asked by Nick on February 05, 2025

• Element Fleet Management Corp. (EFN $36.26)
  • $36.26 P/E (TTM): 26.49X Cap: $14.46B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: With regards to EFN.TO. It was extremely volatile on Monday, Feb. 3, 2025 when the US tariffs were due to be implemented against Canada. It looks like EFN price dropped as much as 12% compared to it's previous Friday close but it seem to recover and ended up with a drop of 1%. Can you please give your take on this behaviour and what entry price might be reasonable considering the tariff climate (or wait). Many thanks.

Upvote 2

Read Answer Asked by Ian on February 05, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $58.03)
  • $58.03 Cap: $7.55B
  • View BIPC Profile
  • View Questions on BIPC

Q: Can BIPC be owned along with TRP, ENB & BEPC in a non-registered account? Not too much overlap? Good to receive dividends in US dollars in this crazy period.

Thanks for your input.

Upvote 6

Read Answer Asked by Charles on February 05, 2025

• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.39X Cap: $2.78B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $93.32)
  • $93.32 P/E (TTM): 10.58X Cap: $3.56B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Propel Holdings Inc. (PRL $29.23)
  • $29.23 P/E (TTM): 14.85X Cap: $1.14B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Definity Financial Corporation (DFY $70.44)
  • $70.44 P/E (TTM): 21.28X Cap: $8.28B
  • View DFY Profile
  • View Questions on DFY

Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim

Upvote 12

Read Answer Asked by Tim on February 05, 2025

• Topicus.com Inc. (TOI $152.78)
  • $152.78 P/E (TTM): 68.6X Cap: $12.46B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: My grandson is looking to buy Toi, and since it has taken off recently, what would be a good entry point now? Thanks for your over the top service

Upvote 10

Read Answer Asked by RAJ on February 05, 2025