Investment Q&A

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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Q: What does the market expect from Celestica next week?

Thx

Upvote 3

Read Answer Asked by blake on January 22, 2025

• iShares U.S. Financials ETF (IYF $121.07)
  • $121.07 P/E (TTM): 43.39X Cap: $4.20B
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Q: Seems like US banks could perform well this year. What would be a good ETF to best capture growth?

Upvote 5

Read Answer Asked by steve on January 22, 2025

• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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Q: I have held HPS.A for a while and likely was late to the party. The recent recovery has helped and wondering if it's time to make the switch to TRI? Your recent responses seem to be very positive on TRI.

Thanks

Upvote 8

Read Answer Asked by Lyle on January 22, 2025

Q: any idea if you are using you tfsa for a GIC yield if it would effect your O.A.S. to be clawed back.

Upvote 3

Read Answer Asked by jim on January 22, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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Q: Good morning

I noticed today that BEPC is trading at round $36.00 and back in December it was at around $44.00 Is BEPC a good entry point today for a long term hold? Any reason for the drop?

Jimmy

Upvote 3

Read Answer Asked by Jimmy on January 22, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $32.02)
  • $32.02 P/E (TTM): 97.83X Cap: $2.25B
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• BMO Equal Weight Global Gold Index ETF (ZGD $155.16)
  • $155.16 P/E (TTM): 22.61X Cap: $130M
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• iShares Gold Bullion ETF (CGL $26.14)
  • $26.14 Cap: $1.52B
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• Agnico Eagle Mines Limited (AEM $131.39)
  • $131.39 P/E (TTM): 26.83X Cap: $66.05B
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Q: Hi 5i Team,
I want to add some exposure to the gold sector to my portfolio. What would you suggest given the current market? Gold bullion ETF (CGL), Equity ETF (XGD or ZGD) or invest directly in a Gold producer like AEM ? And what % would you suggest for a mid-40 investor?
Thanks

Upvote 3

Read Answer Asked by Benoit on January 22, 2025

• Invesco Food & Beverage ETF (PBJ $47.88)
  • $47.88 P/E (TTM): 38.25X Cap: $95M
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Q: I am looking to invest in food oriented companies such as groceries stores and consumer staples in both the US and Canada. It would be an expensive venture to invest in individual stocks. Are there ETF’s that you would recommend?

Upvote 2

Read Answer Asked by shirley on January 22, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
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Q: Are there any particular CDN dividend stocks that you find particularly attractive presently - either for valuation, or long-term "growth" potential?

Upvote 5

Read Answer Asked by Anthony on January 22, 2025

• Apple Inc. (AAPL $203.35)
  • $203.35 P/E (TTM): 31.52X Cap: $3.01T
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• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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Q: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?

Upvote 6

Read Answer Asked by Don on January 22, 2025

• Eli Lilly and Company (LLY $769.00)
  • $769.00 P/E (TTM): 62.03X Cap: $728.80B
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• Toromont Industries Ltd. (TIH $140.49)
  • $140.49 P/E (TTM): 23.73X Cap: $11.42B
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• ATS Corporation (ATS $41.24)
  • $41.24 Cap: $4.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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• Docebo Inc. (DCBO $41.49)
  • $41.49 P/E (TTM): 40.39X Cap: $1.22B
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Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Upvote 8

Read Answer Asked by Maryon on January 22, 2025

• Canoe Energy Alpha Fund LP Class F (GOC15053 $46.62)
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Q: Thoughts on this fund? Thank You

Upvote 1

Read Answer Asked by francis on January 22, 2025

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
  • View TRI Profile
  • View Questions on TRI
• Thomson Reuters Corp (TRI $203.82)
  • $203.82 P/E (TTM): 42.38X Cap: $91.81B
  • View TRI Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
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Q: hi 5i, would you please provide me with 3 canadian names you think will benefit and growth under Trump's era mandate, any sector, high risk is OK.
thanks

Upvote 13

Read Answer Asked by Fernando on January 22, 2025

• LyondellBasell Industries NV Class A (Netherlands) (LYB $50.90)
  • $50.90 P/E (TTM): 18.42X Cap: $17.16B
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• SCE Trust II Trust Preferred Securities (SCE.P.G $17.08)
  • $17.08 P/E (TTM): 3.37X Cap: $7.21B
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Q: Looking to sell LYB and purchase one of these two preferred shares can you tell me which one you prefer and why ? Both these stocks have wild fire issues out west in the USA. Maybe I should just be more patient with LYB to grow thus getting a capital gain as the dividends are about the same.

Upvote 2

Read Answer Asked by Mark on January 22, 2025

• Broadcom Inc. (AVGO $297.72)
  • $297.72 P/E (TTM): 108.1X Cap: $1.40T
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• Micron Technology Inc. (MU $107.77)
  • $107.77 P/E (TTM): 25.03X Cap: $120.60B
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Pure Storage Inc. Class A (PSTG $56.25)
  • $56.25 P/E (TTM): 151.42X Cap: $18.38B
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• Celestica Inc. (CLS $201.45)
  • $201.45 P/E (TTM): 43.72X Cap: $23.16B
  • View CLS Profile
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• Vertiv Holdings LLC Class A (VRT $140.20)
  • $140.20 P/E (TTM): 82.32X Cap: $53.53B
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• Arm Holdings plc (ARM $140.05)
  • $140.05 P/E (TTM): 183.44X Cap: $145.73B
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• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
  • View NBIS Profile
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Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Upvote 16

Read Answer Asked by Ken on January 22, 2025

• MTY Food Group Inc. (MTY $38.38)
  • $38.38 P/E (TTM): 23.99X Cap: $876M
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Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 2

Read Answer Asked by francis on January 22, 2025

• MicroStrategy Incorporated (MSTR $389.24)
  • $389.24 Cap: $103.95B
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• Neptune Digital Assets Corp. (NDA $1.18)
  • $1.18 Cap: $149M
  • View NDA Profile
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Q: Good morning

I saw yesterday that NDA really popped. Looks like from yesterday news they have secured a LOC and will be using it to acquire bitcoin. Similar to MSTR??

Where do you see the share price and earnings going over the next few years?

Jimmy

Upvote 3

Read Answer Asked by Jimmy on January 22, 2025

• Neo Performance Materials Inc. (NEO $15.73)
  • $15.73 Cap: $657M
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Q: Peter and His Wonder Team
Neo is up almost 7% today while most of the market is flat. Please give me your thoughts...what do you think? Thanks as always!

Upvote 3

Read Answer Asked by Ernest on January 22, 2025

• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
  • View NBIS Profile
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Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.

Upvote 7

Read Answer Asked by Michael on January 22, 2025

• Power Metallic Mines Inc. (PNPN $1.17)
  • $1.17 Cap: $261M
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Q: Last question was asked May 2024. Wondering what your latest opinion is on PNPN.

Thanks!

Upvote 1

Read Answer Asked by Justin on January 22, 2025

• Blue Owl Capital Corporation (OBDC $14.09)
  • $14.09 P/E (TTM): 9.08X Cap: $7.20B
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Q: Do you have updates from your last comments on Blue Owl? It seems to be stagnating

Upvote 2

Read Answer Asked by Margot on January 22, 2025