Investment Q&A

• Manulife Financial Corporation (MFC $50.56)
  • $50.56 P/E (TTM): 16.6X Cap: $84.80B
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• Great-West Lifeco Inc. (GWO $67.82)
  • $67.82 P/E (TTM): 15.46X Cap: $61.23B
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• Sun Life Financial Inc. (SLF $65.27)
  • $65.27 P/E (TTM): 14.83X Cap: $36.52B
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Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.

Upvote 1

Read Answer Asked by simon on April 10, 2026

• Bird Construction Inc. (BDT $47.28)
  • $47.28 P/E (TTM): 39.33X Cap: $2.53B
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Q: Bird construction reaching ATH's this week, too late to join the party ? Where is the momentum for this run coming from?

Upvote 1

Read Answer Asked by Dave on April 10, 2026

• Zedcor Inc. (ZDC $5.66)
  • $5.66 P/E (TTM): 372.14X Cap: $563M
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Q: Hi 5i
How were ZDC's recent earnings and guidance?
Currently hold small position looking to increase to 2 %....Would you be buyers or holders at current price given a 2 year horizon.
thx

Upvote 2

Read Answer Asked by jim on April 10, 2026

• Tidewater Renewables Ltd. (LCFS $8.40)
  • $8.40 P/E (TTM): 21.94X Cap: $294M
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Q: A few days ago, I sent an enquiring re LCFS. I haven’t had a response, so am sending again.
Please give your thoughts on this as well as providing other renewables you might prefer.

Also, I am interested in your thoughts on Telesat. Would you kindly express your thought on this too.

Thanks

Upvote 2

Read Answer Asked by Catherine on April 10, 2026

• Amazon.com Inc. (AMZN $238.38)
  • $238.38 P/E (TTM): 30.86X Cap: $2.50T
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• Costco Wholesale Corporation (COST $998.47)
  • $998.47 P/E (TTM): 71.6X Cap: $457.86B
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• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 45.43X Cap: $52.08B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 131.44X Cap: $200.24B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.52)
  • $61.52 P/E (TTM): 32.77X Cap: $4.51B
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• Vanguard S&P 500 Index ETF (VFV $167.26)
  • $167.26 P/E (TTM): 26.01X Cap: $28.98B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.28X Cap: $131B
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Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.

Upvote 12

Read Answer Asked by Nancy on April 10, 2026

• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 45.43X Cap: $52.08B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 131.44X Cap: $200.24B
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Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.

Upvote 4

Read Answer Asked by Gary on April 10, 2026

• BMO Covered Call Canadian Banks ETF (ZWB $26.62)
  • $26.62 P/E (TTM): 15.51X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.25)
  • $16.25 P/E (TTM): 16.66X Cap: $2.15B
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Q: How would you compare these two, HMAX has a DY 0f 12.57% and ZWB is 5.38%. They have similar MER's. Is HMAX more 'risky?'. They appear to be in similar investments.

Upvote 5

Read Answer Asked by Graham on April 10, 2026

• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 45.43X Cap: $52.08B
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• Kinaxis Inc. (KXS $134.02)
  • $134.02 P/E (TTM): 42.32X Cap: $3.76B
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Q: Hello 5i

Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.

Cal

Upvote 3

Read Answer Asked by cal on April 10, 2026

• Neo Performance Materials Inc. (NEO $22.15)
  • $22.15 Cap: $940M
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Q: This has dropped back a fair bit and am looking for your current thoughts on adding to a position at the $20 level. Thank you

Upvote 2

Read Answer Asked by Robert on April 10, 2026

• Olympia Financial Group Inc. (OLY $122.36)
  • $122.36 P/E (TTM): 14.51X Cap: $293M
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• Stack Capital Group Inc. (STCK $25.00)
  • $25.00 P/E (TTM): 7.98X Cap: $332M
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Q: I am considering adding STCK(growth) and OLY(dividends)
Any thoughts or problems you can see?
Thankyou

Upvote 2

Read Answer Asked by Steve on April 10, 2026

• Okta Inc. (OKTA $62.93)
  • $62.93 P/E (TTM): 59.41X Cap: $11.13B
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Q: Hi gang,
What happened to okta?
Thanks. Alnoor

Upvote 1

Read Answer Asked by Alnoor on April 10, 2026

• Firan Technology Group Corporation (FTG $19.10)
  • $19.10 P/E (TTM): 49.2X Cap: $496M
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Q: At first glance, the Q1 results for FTG appeared to be a beat. But the market seems to think otherwise although the trading volume is relatively low. As always, would appreciate your viewpoint.

Upvote 2

Read Answer Asked by karl on April 10, 2026

• Nebius Group N.V. (NBIS $144.97)
  • $144.97 Cap: $32.46B
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Q: One of my biggest investing regrets over the last 5 years has been repeated trimming of CLS and NVDA. Nothing I bought with the proceeds did nearly as well as those stocks. Hindsight is 20/20 of course. Now I'm wondering how long to let NBIS run before trimming. What is your opinion on letting NBIS run into this new momentum?

Upvote 12

Read Answer Asked by Martin on April 10, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.59)
  • $50.59 Cap: $23.29B
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Q: What portion of BIP's assets are in renewables? Does the situation with the price of oil potentially remaining higher than historically make BEP.UN more attractive than previously.

Upvote 5

Read Answer Asked by Edgar on April 10, 2026

• TELUS Corporation (T $16.41)
  • $16.41 P/E (TTM): 24.26X Cap: $24.90B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $53.73)
  • $53.73 P/E (TTM): 9.26X Cap: $12.52B
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Q: Hi 5i Team,

Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?

A 5i member recently expressed his frustration with Telus, a view that I share.

I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!

To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?

Thanks as always for the guidance.

Upvote 2

Read Answer Asked by Jerry on April 10, 2026

• Circle Internet Group Inc. Class A (CRCL $88.04)
  • $88.04 Cap: $21.03B
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Q: Your thoughts on CRCL please.Do you like this company/space and would you be a buyer today?
Thank you

Upvote 1

Read Answer Asked by John on April 10, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 131.44X Cap: $200.24B
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Q: I am in the process of creating a Shopify store. I am a novice tech guy. I am amazed at how efficient and helpful their AI component is. I’ve don’t own Shopify stock right now but after working with the product I am impressed. What is the 3-5 year outlook for this stock and is now a good time to buy?

Upvote 12

Read Answer Asked by Robert on April 10, 2026

• Miscellaneous (MISC)
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Q: What are you thoughts on the direction of the economies in Canada and the U.S.,inflation or recession?
What sectors would do well for each scenario/

Upvote 8

Read Answer Asked by John on April 10, 2026

• Mosaic Company (The) (MOS $24.76)
  • $24.76 P/E (TTM): 15.66X Cap: $8.02B
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Q: Thank-you for your response to my questions on MOS. I had asked what the best metric for evaluating this company but did not see that info in your answer (sorry, I probably asked a lot in that question). It appears you don't favour this stock, but I would still be interested in knowing what the best metric would be. As always, thanks for your wise advice.

Upvote 3

Read Answer Asked by James on April 10, 2026

• Royal Bank of Canada (RY $237.86)
  • $237.86 P/E (TTM): 15.71X Cap: $329.34B
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• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 10.99X Cap: $230.19B
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.19X Cap: $122.92B
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• Manulife Financial Corporation (MFC $50.56)
  • $50.56 P/E (TTM): 16.6X Cap: $84.80B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.83X Cap: $50.58B
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• State Street Financial Select Sector SPDR ETF (XLF $50.77)
  • $50.77 P/E (TTM): 16.77X Cap: $50.39B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.28X Cap: $131B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.13)
  • $62.13 P/E (TTM): 30.69X Cap: $101.78B
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Q: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger

Upvote 6

Read Answer Asked by Roger on April 10, 2026