Investment Q&A

• Quarterhill Inc. (QTRH $1.32)
  • $1.32 Cap: $153M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

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 $57.45)
  • $57.45 P/E (TTM): 51.43X Cap: $51.88B
  • View O Profile
  • View Questions on O
• Simon Property Group Inc. (SPG $163.94)
  • $163.94 P/E (TTM): 25.59X Cap: $52.44B
  • View SPG Profile
  • View Questions on SPG

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 $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• EQB Inc. (EQB $102.85)
  • $102.85 P/E (TTM): 10.54X Cap: $3.93B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• kneat.com inc. (KSI $5.63)
  • $5.63 Cap: $528M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• VersaBank (VBNK $11.02)
  • $11.02 P/E (TTM): 14.67X Cap: $358M
  • View VBNK Profile
  • View Questions on VBNK

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 $67.52)
  • $67.52 P/E (TTM): 30.67X Cap: $253M
  • View COW Profile
  • View Questions on COW
• Cal-Maine Foods Inc. (CALM $103.61)
  • $103.61 P/E (TTM): 4.32X Cap: $5.11B
  • View CALM Profile
  • View Questions on CALM
• Teucrium Soybean Fund (SOYB $21.36)
  • $21.36 P/E (TTM): 5.36X Cap: $24M
  • View SOYB Profile
  • View Questions on SOYB
• Invesco DB Agriculture Fund (DBA $25.73)
  • $25.73 P/E (TTM): 4.15X Cap: $755M
  • View DBA Profile
  • View Questions on DBA
• Invesco Food & Beverage ETF (PBJ $47.88)
  • $47.88 P/E (TTM): 38.25X Cap: $95M
  • View PBJ Profile
  • View Questions on PBJ
• Teucrium Wheat Fund (WEAT $4.31)
  • $4.31 P/E (TTM): 12.31X Cap: $118M
  • View WEAT Profile
  • View Questions on WEAT
• Teucrium Corn Fund (CORN $17.12)
  • $17.12 P/E (TTM): 2.83X Cap: $43M
  • View CORN Profile
  • View Questions on CORN

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 $45.93)
  • $45.93 P/E (TTM): 58.88X Cap: $5.63B
  • View MDA Profile
  • View Questions on MDA

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 $6.94)
  • $6.94 P/E (TTM): 56.1X Cap: $1.35B
  • View HHL Profile
  • View Questions on HHL
• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.05)
  • $18.05 P/E (TTM): 62.31X Cap: $207M
  • View LIFE Profile
  • View Questions on LIFE

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 $128.50)
  • $128.50 P/E (TTM): 87.86X Cap: $4.10B
  • View TMDX Profile
  • View Questions on TMDX

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 $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
  • View ECN Profile
  • View Questions on ECN

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 $11.19)
  • $11.19 P/E (TTM): 12.36X Cap: $1.28B
  • View CHE.UN Profile
  • View Questions on CHE.UN

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 $955.37)
  • $955.37 P/E (TTM): 55.64X Cap: $422.42B
  • View COST Profile
  • View Questions on COST
• AbbVie Inc. (ABBV $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
  • View ABBV Profile
  • View Questions on ABBV
• Procter & Gamble Company (The) (PG $150.76)
  • $150.76 P/E (TTM): 23.91X Cap: $353.20B
  • View PG Profile
  • View Questions on PG
• Loblaw Companies Limited (L $223.56)
  • $223.56 P/E (TTM): 27.63X Cap: $67.45B
  • View L Profile
  • View Questions on L
• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
  • View FTS Profile
  • View Questions on FTS
• Hydro One Limited (H $49.66)
  • $49.66 P/E (TTM): 24.43X Cap: $29.78B
  • View H Profile
  • View Questions on H

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 $130.23)
  • $130.23 P/E (TTM): 19.8X Cap: $88.40B
  • View DELL Profile
  • View Questions on DELL

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 $8.50)
  • $8.50 P/E (TTM): 11.81X Cap: $743M
  • View DBM Profile
  • View Questions on DBM

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 $30.51)
  • $30.51 P/E (TTM): 13.38X Cap: $1.34B
  • View LB Profile
  • View Questions on LB

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 $44.54)
  • $44.54 Cap: $20.67B
  • View RKLB Profile
  • View Questions on RKLB

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 $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
  • View CNQ Profile
  • View Questions on CNQ

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 $45.85)
  • $45.85 P/E (TTM): 13.63X Cap: $338.20B
  • View BAC Profile
  • View Questions on BAC
• Berkshire Hathaway CDR (CAD Hedged) (BRK $35.04)
  • $35.04 P/E (TTM): 11.46X Cap: $1.41T
  • View BRK Profile
  • View Questions on BRK

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 $10.49)
  • $10.49 P/E (TTM): 65.56X Cap: $255M
  • View VCM Profile
  • View Questions on VCM

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 $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
  • View SPB Profile
  • View Questions on SPB

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 $0.63)
  • $0.63 Cap: $242M
  • View TLG Profile
  • View Questions on TLG

Q: Thoughts please on TLG.
Thanks
Rob

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
  • View CNQ Profile
  • View Questions on CNQ
• MEG Energy Corp. (MEG $26.60)
  • $26.60 P/E (TTM): 11.38X Cap: $6.76B
  • View MEG Profile
  • View Questions on MEG

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