Investment Q&A

• Franco-Nevada Corporation (FNV $273.95)
  • $273.95 P/E (TTM): 48.62X Cap: $52.38B
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• Alamos Gold Inc. (AGI $45.85)
  • $45.85 P/E (TTM): 39.59X Cap: $18.94B
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• Barrick Mining Corporation (ABX $40.94)
  • $40.94 P/E (TTM): 18.3X Cap: $68.97B
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• Agnico Eagle Mines Limited (AEM $211.61)
  • $211.61 P/E (TTM): 31.74X Cap: $106.42B
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• Pan American Silver Corp. (PAAS $50.15)
  • $50.15 P/E (TTM): 24.73X Cap: $17.78B
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• B2Gold Corp (Canada) (BTG $4.35)
  • $4.35 Cap: $5.34B
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• Westgold Resources Limited Ordinary shares (WGX $3.44)
  • $3.44 P/E (TTM): 68.86X Cap: $3.17B
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Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks

Upvote 3

Read Answer Asked by Steven on March 07, 2025

• iShares Premium Money Market ETF (CMR $50.05)
  • $50.05 Cap: $1.94B
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• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.15B
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• Purpose US Cash Fund (PSU.U $100.16)
  • $100.16 Cap: $782M
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• SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.55)
  • $91.55 Cap: $41.97B
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• BMO Money Market Fund (ZMMK $49.88)
  • $49.88 Cap: $5.05B
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• US High Interest Savings Account Fund (HISU.U $100.18)
  • $100.18 Cap: $438M
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• US Treasury 3 Month Bill ETF (TBIL $49.89)
  • $49.89 Cap: $5.97B
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• Global X 0-3 Month T-Bill ETF (CBIL $50.05)
  • $50.05 Cap: $1.72B
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• High Interest Savings Account ETF (HISA)
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• Harvest Canadian T-Bill ETF (TBIL $50.04)
  • $50.04 Cap: $93M
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• iShares 0-3 Month Treasury Bond ETF (SGOV $100.48)
  • $100.48 Cap: $57.19B
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• Global X 0-3 Month T-Bill ETF (CBIL.U $36.13)
  • $36.13 Cap: $1.25B
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Q: Dear 5i
If it's not too much to ask could you give me the most accurate yield that you possibly can on the above stated ETF's . It's very frustrating obtaining this information acurrately as different web sites give different numbers . If you were to rely on just one non prescription website what would that website be to obtain reasonably accurate yield information ? I'm sure you get tired of being asked this question on a fairly regular basis .
If you have other suggestion on similar like ETF's i would be all ears .
I also assume that all these ETF's are quite safe and that no more than 100K should be put into any one of them .
Thanks greatly
Bill C

Upvote 3

Read Answer Asked by Bill on March 07, 2025

• Tourmaline Oil Corp. (TOU $58.28)
  • $58.28 P/E (TTM): 14.47X Cap: $21.67B
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Q: Just wanted to mention to you that in your answer to Donald today regarding TOU, you indicated they declared a special dividend of 50 cents, but the actual special distribution declared was 35 cents. The regular distribution was increased to 50 cents.

They basically flip-flopped the 2 dividends. Previous quarter, the special was 50 cents, and the regular was 35 cents.

Upvote 4

Read Answer Asked by Dan on March 07, 2025

Q: Your thoughts on CompoSecure would be appreciated, thank you.

Upvote 1

Read Answer Asked by MG on March 07, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $92.37)
  • $92.37 P/E (TTM): 155.34X Cap: $137.26B
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Q: Why have the private equity stocks in US, been under pressure, for past 2 weeks ?

With a much higher intrinsic value, never thought that BN could trade as low as $74, after hitting a high of $90, not long ago.

Is there any reason, specific to Brookfield Corp, or it's just the market and sector decline ?

Thank You

Upvote 5

Read Answer Asked by rajeev on March 07, 2025

• Miscellaneous (MISC)
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Q: I’ve been reading a lot about the decline of the American empire. If on the horizon how does one prepare for this?

Going forward what would you recommend for a Canada, US, International investment ratio in a portfolio?


Thanks

Upvote 10

Read Answer Asked by Ben on March 07, 2025

• Netflix Inc. (NFLX $1,255.80)
  • $1,255.80 P/E (TTM): 53.04X Cap: $536.78B
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Q: So any ideas why this id dropping so much?

Upvote 2

Read Answer Asked by Tim on March 07, 2025

• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.62X Cap: $89.43B
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Q: I know you think very highly of CNQ. What did you think of their earnings?

Upvote 5

Read Answer Asked by Ed on March 07, 2025

• Lumine Group Inc. (LMN $46.92)
  • $46.92 P/E (TTM): 191.81X Cap: $12.48B
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Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you

Upvote 7

Read Answer Asked by Teddy on March 07, 2025

• Meta Platforms Inc. (META $755.47)
  • $755.47 P/E (TTM): 27.3X Cap: $1.92T
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• Intuitive Surgical Inc. (ISRG $451.20)
  • $451.20 P/E (TTM): 65.46X Cap: $167.60B
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• Netflix Inc. (NFLX $1,255.80)
  • $1,255.80 P/E (TTM): 53.04X Cap: $536.78B
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• Booking Holdings Inc. (BKNG $5,456.11)
  • $5,456.11 P/E (TTM): 38.83X Cap: $180.58B
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• Salesforce Inc. (CRM $245.55)
  • $245.55 P/E (TTM): 39.48X Cap: $239.96B
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• Toronto-Dominion Bank (The) (TD $105.13)
  • $105.13 P/E (TTM): 8.71X Cap: $178.30B
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• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.62X Cap: $89.43B
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• Constellation Software Inc. (CSU $4,463.78)
  • $4,463.78 P/E (TTM): 113.58X Cap: $97.10B
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• Celestica Inc. (CLS $349.22)
  • $349.22 P/E (TTM): 54.52X Cap: $38.89B
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• BMO S&P 500 Index ETF (ZSP $99.23)
  • $99.23 P/E (TTM): 25.3X Cap: $19.72B
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• TerraVest Industries Inc. (TVK $136.68)
  • $136.68 Cap: $3.04B
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• CrowdStrike Holdings Inc. (CRWD $426.52)
  • $426.52 Cap: $106.28B
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• Topicus.com Inc. (TOI $174.00)
  • $174.00 P/E (TTM): 85.63X Cap: $14.87B
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• Propel Holdings Inc. (PRL $32.65)
  • $32.65 P/E (TTM): 15.77X Cap: $1.26B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.37)
  • $92.37 P/E (TTM): 155.34X Cap: $137.26B
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• Alphabet CDR (CAD Hedged) (GOOG $39.37)
  • $39.37 P/E (TTM): 29.12X Cap: $3.90T
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Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks

Upvote 21

Read Answer Asked by Anca on March 07, 2025

• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.62X Cap: $89.43B
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• Fortis Inc. (FTS $67.75)
  • $67.75 P/E (TTM): 19.88X Cap: $34.18B
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• Pembina Pipeline Corporation (PPL $53.53)
  • $53.53 P/E (TTM): 17.74X Cap: $30.84B
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• Peyto Exploration & Development Corp. (PEY $18.31)
  • $18.31 P/E (TTM): 11.05X Cap: $3.64B
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• Capital Power Corporation (CPX $58.70)
  • $58.70 P/E (TTM): 17.43X Cap: $8.86B
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Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks

Upvote 8

Read Answer Asked by Robert on March 07, 2025

• Royal Bank of Canada (RY $199.75)
  • $199.75 P/E (TTM): 20.16X Cap: $280.57B
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• Toronto-Dominion Bank (The) (TD $105.13)
  • $105.13 P/E (TTM): 8.71X Cap: $178.30B
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• Bank of Nova Scotia (The) (BNS $88.30)
  • $88.30 P/E (TTM): 16.98X Cap: $109.69B
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Q: Hello,

I hold BNS:CA for dividends. It has been dropping in price recently and I am looking to add to my position. I seem to remember it is a long term favourite within the bank stocks. Given the current Canadian and global "uneasieness", would your opinion change or would shift to TD:CA or XXX:CA (a bank) be in order. I have read the recent Q/A re: BNS:CA in the database,

Upvote 6

Read Answer Asked by Jim on March 06, 2025

• Broadcom Inc. (AVGO $364.40)
  • $364.40 P/E (TTM): 129.46X Cap: $1.58T
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• Intuitive Surgical Inc. (ISRG $451.20)
  • $451.20 P/E (TTM): 65.46X Cap: $167.60B
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• Salesforce Inc. (CRM $245.55)
  • $245.55 P/E (TTM): 39.48X Cap: $239.96B
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• Blackstone Inc. (BX $177.35)
  • $177.35 P/E (TTM): 46.71X Cap: $127.64B
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• ServiceNow Inc. (NOW $934.10)
  • $934.10 P/E (TTM): 118.15X Cap: $194.20B
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• Arista Networks Inc. (ANET $151.02)
  • $151.02 P/E (TTM): 54.91X Cap: $178.36B
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• AAON Inc. (AAON $81.53)
  • $81.53 P/E (TTM): 54.65X Cap: $6.54B
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• Axon Enterprise Inc. (AXON $738.42)
  • $738.42 P/E (TTM): 179.15X Cap: $57.46B
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• Nvidia CDR (CAD Hedged) (NVDA $40.71)
  • $40.71 P/E (TTM): 57.25X Cap: $5.64T
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Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Upvote 29

Read Answer Asked by Danielle on March 06, 2025

• CSX Corporation (CSX $31.90)
  • $31.90 P/E (TTM): 20.02X Cap: $60.02B
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• Union Pacific Corporation (UNP $213.42)
  • $213.42 P/E (TTM): 18.88X Cap: $128.12B
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• Canadian National Railway Company (CNR $128.38)
  • $128.38 P/E (TTM): 18.12X Cap: $80.67B
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• Canadian Pacific Kansas City Limited (CP $103.05)
  • $103.05 P/E (TTM): 23.41X Cap: $96.40B
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Q: Major US and CDN railroad stocks seem to do quite well except csx ,being on a constant downtrend lately , any suggestion as hold or sell ( or buy!) for a conservative dividend stock objective?

Upvote 4

Read Answer Asked by Jean-Yves on March 06, 2025

• Fifth Third Bancorp (FITB $45.48)
  • $45.48 P/E (TTM): 14.44X Cap: $30.06B
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• Bristol-Myers Squibb Company (BMY $47.22)
  • $47.22 P/E (TTM): 18.76X Cap: $96.13B
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• Crown Castle Inc. (CCI $94.50)
  • $94.50 Cap: $41.15B
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• Exelon Corporation (EXC $43.23)
  • $43.23 P/E (TTM): 16.36X Cap: $43.81B
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• Altria Group Inc. (MO $66.31)
  • $66.31 P/E (TTM): 12.73X Cap: $111.19B
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• Public Storage (PSA $289.53)
  • $289.53 P/E (TTM): 32.1X Cap: $50.89B
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• Stanley Black & Decker Inc. (SWK $76.22)
  • $76.22 P/E (TTM): 24.82X Cap: $11.87B
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• Exxon Mobil Corporation (XOM $112.15)
  • $112.15 P/E (TTM): 15.6X Cap: $471.72B
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• Blackstone Inc. (BX $177.35)
  • $177.35 P/E (TTM): 46.71X Cap: $127.64B
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Q: Greetings. Are there any attractive US dividend-paying stocks (3.5%+) that currently appear on your radar? I'm looking for an alternative to US$ GICS or fixed income. Thanks.

Upvote 3

Read Answer Asked by Stefan on March 06, 2025

Q: Why has NA pull back so much? something to do with CWB? Thought there would be a bounce @123 at 200 day MA But cruised right on through.
Any thoughts
Thanks as always

PS Owe you mightly for CSU recomendtion

Upvote 3

Read Answer Asked by David on March 06, 2025

• Celestica Inc. (CLS $349.22)
  • $349.22 P/E (TTM): 54.52X Cap: $38.89B
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Q: What is the current short on Celestica and has it been increasing?

Thx

Upvote 2

Read Answer Asked by blake on March 06, 2025

• Savaria Corporation (SIS $20.55)
  • $20.55 P/E (TTM): 27.16X Cap: $1.46B
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Q: Hi 5i, thoughts on quarter and your views going forward? Not much commentary on tarrifs, although today's "tarrif goal posts" now will possibly omit compliant USMCA companies. Thx.

Upvote 1

Read Answer Asked by Christopher on March 06, 2025

• Foraco International SA (FAR $2.04)
  • $2.04 P/E (TTM): 7.88X Cap: $199M
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Q: Is it time to move after their last earnings report.

Upvote 2

Read Answer Asked by Sonny on March 06, 2025

• Chartwell Retirement Residences (CSH.UN $19.53)
  • $19.53 P/E (TTM): 88.32X Cap: $5.65B
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• Extendicare Inc. (EXE $13.06)
  • $13.06 P/E (TTM): 13.6X Cap: $1.10B
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• Sienna Senior Living Inc. (SIA $18.15)
  • $18.15 P/E (TTM): 45.73X Cap: $1.68B
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Q: Looking at these as an addition to CDN healthcare holdings. How would you rank for growth and return?

Upvote 4

Read Answer Asked by William Ross on March 06, 2025