Investment Q&A

• Constellation Software Inc. (CSU $2,588.30)
  • $2,588.30 P/E (TTM): 78.8X Cap: $54.41B
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• Intact Financial Corporation (IFC $252.53)
  • $252.53 P/E (TTM): 13.91X Cap: $45.29B
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• BMO S&P 500 Index ETF (ZSP $99.23)
  • $99.23 P/E (TTM): 25.8X Cap: $20.63B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.70)
  • $50.70 P/E (TTM): 18.19X Cap: $25.52B
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• State Street SPDR S&P 500 ETF Trust (SPY $657.45)
  • $657.45 P/E (TTM): 26.17X Cap: $668.23B
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• INVESCO QQQ Trust (QQQ $590.92)
  • $590.92 P/E (TTM): 33.2X Cap: $384.90B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.40)
  • $107.40 P/E (TTM): 32.57X Cap: $1.76B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.22)
  • $53.22 P/E (TTM): 80.1X Cap: $120.55B
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Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 28

Read Answer Asked by Cheryl on July 04, 2025

• McCoy Global Inc. (MCB $2.27)
  • $2.27 P/E (TTM): 9.27X Cap: $60M
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Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Upvote 4

Read Answer Asked by Michael on July 04, 2025

• Arthur J. Gallagher & Co. (AJG $211.29)
  • $211.29 P/E (TTM): 36.44X Cap: $53.85B
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Q: Can I get a current view on AJG?

Upvote 3

Read Answer Asked by Kim on July 04, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.02)
  • $43.02 Cap: $29.56B
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Q: Brookfield renewable continues upward trajectory, however small. Do you think it has scalable potential for the future or is its growth either as a sector or company muted with the tide moving out somewhat on renewable power?
What do you see as future growth potential?

Upvote 11

Read Answer Asked by Peter on July 04, 2025

Q: WHICH ACCOUNT SHOULD ZWG BE HELD IN?

THANKS.

Upvote 3

Read Answer Asked by Ron on July 04, 2025

• Microsoft Corporation (MSFT $391.94)
  • $391.94 P/E (TTM): 24.98X Cap: $2.90T
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.41)
  • $54.41 Cap: $8.01B
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Q: Hi,

BEPC has been steadily rising this year, even in the face of the US administration's policy switch that is largely unfavourabhle to renewables. Any thoughts on what's driving the uptick?

Thanks,
Robert

Upvote 4

Read Answer Asked by Robert on July 04, 2025

• Costco Wholesale Corporation (COST $985.40)
  • $985.40 P/E (TTM): 69.23X Cap: $434.74B
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• Monster Beverage Corporation (MNST $74.13)
  • $74.13 P/E (TTM): 39.99X Cap: $72.48B
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• Church & Dwight Company Inc. (CHD $95.68)
  • $95.68 P/E (TTM): 32.22X Cap: $22.66B
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• Procter & Gamble Company (The) (PG $146.12)
  • $146.12 P/E (TTM): 22.44X Cap: $340.95B
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Q: I have 6 years before I must draw from my RRSP. I have no consumer staples or consumer defensive stocks in any of my accounts. Can you recommend 3 US stocks that you like in each of these sector.
Thanks

Upvote 4

Read Answer Asked on July 04, 2025

• Magna International Inc. (MG $72.45)
  • $72.45 P/E (TTM): 19.1X Cap: $20.95B
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Q: Anything moving Magna lately on your radar? Thx

Upvote 2

Read Answer Asked by blake on July 04, 2025

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 37.74X Cap: $867M
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Q: Have been sitting on this for a while, and am break even. Looking to sell and re invest in better opportunities. 15 year hold/horizon. Can you provide 5 considerations , ranked as a replacement. Thank you!

Upvote 5

Read Answer Asked by Chris on July 04, 2025

• South Bow Corporation (SOBO $45.76)
  • $45.76 P/E (TTM): 20.34X Cap: $9.54B
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Q: Do you have any near term concerns on adding to one's SOBO holdings? Are fundamentals and the outlook reasonably solid for this company, and the sector?

Avoiding one of those "why is my XXXXXX stock down today" questions, I will say that I have noticed over the last 6 months that the pipelines have been generally drifting lower. I am assuming this is just short term sentiment / sector rotation?

If all looks good to you, my intent was simply to add more SOBO at a favourable technical buy level.

Upvote 4

Read Answer Asked by James on July 04, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $53.22)
  • $53.22 P/E (TTM): 80.1X Cap: $120.55B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.81)
  • $59.81 P/E (TTM): 29.85X Cap: $98.78B
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Q: For a long time, BAM and BN were relatively close in share price. Why the $10 difference of late ? Does BAM need to catch up or has BN had too good of a run of late (and needs to come down) ? Or is this the new normal and how it should have been all along ?

Upvote 13

Read Answer Asked by Thomas on July 04, 2025

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.72)
  • $4.72 P/E (TTM): 32.86X Cap: $45M
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Q: Hello 5i could you comment on Swiss Water as to the company and investment candidate. Also why the recent share price spike.

Upvote 1

Read Answer Asked by Michael on July 04, 2025

• John Hancock Financial Opportunities Fund (BTO $33.54)
  • $33.54 P/E (TTM): 12.65X Cap: $650M
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Q: How significant is the Goose Project's expected contribution going to be to BTO's results and its stock price?
Thanks, Hugh

Upvote 1

Read Answer Asked by Hugh on July 04, 2025

• Vitalhub Corp. (VHI $7.34)
  • $7.34 P/E (TTM): 153.33X Cap: $486M
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• WELL Health Technologies Corp. (WELL $4.14)
  • $4.14 Cap: $1.06B
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Q: For a 3 year investment which would 5i prefer along with a brief reasoning.
Thank you

Upvote 10

Read Answer Asked by Les on July 04, 2025

• Nextpower Inc. (NXT $112.89)
  • $112.89 P/E (TTM): 31.16X Cap: $17.13B
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Q: In regards to Jerry’s green energy question I think he should consider NXT which seems to be a “best in its class” company. They are part of a new large project in Greece. The stock was recommended by 5i and hit a new high today. I bought some based on your recommendation so thanks very much!
Jim

Upvote 2

Read Answer Asked by James on July 04, 2025

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $82.50)
  • $82.50 P/E (TTM): 412.13X Cap: $66.40B
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• Vanguard Total Bond Market ETF (BND $73.59)
  • $73.59 Cap: $154.31B
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• Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $50.03)
  • $50.03 Cap: $457M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND.U $13.10)
  • $13.10 Cap: $12M
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• iShares 0-3 Month Treasury Bond ETF (SGOV $100.56)
  • $100.56 Cap: $78.67B
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Q: Hello 5i
I am overweight Nvidia and plan to sell some. At my stage it is probably wise to put this in fixed income. I don’t know much about this, however, and have been made a bit gunshy by hearing of people losing money in what one would imagine to be a safe and secure bet. So, iaskif you could give me some possibilities for US dollar fixed income in a non-registered account. Something that could reduce taxes would be helpful, as well
Thanks for your great service

Upvote 3

Read Answer Asked by joseph on July 04, 2025

• Agnico Eagle Mines Limited (AEM $245.86)
  • $245.86 P/E (TTM): 23.79X Cap: $134.65B
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• Nutrien Ltd. (NTR $105.85)
  • $105.85 P/E (TTM): 36.77X Cap: $51.70B
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Q: Hello Team,
What do you think of the Canadian material sector going forward? Could I have your top two recommendations please.
Thanks!

Upvote 4

Read Answer Asked by Issaku on July 04, 2025

• Magna International Inc. (MG $72.45)
  • $72.45 P/E (TTM): 19.1X Cap: $20.95B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $82.83)
  • $82.83 P/E (TTM): 16.72X Cap: $1.26B
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Q: Hello 5i,

Now that MG & CTJ has confirmed above the 200 day moving average (daily chart). Are these good buys to fill up a full position as I currently only have 1/2 positions. I was thinking of waiting until past liberation day-2 to add.

Upvote 2

Read Answer Asked by Dean on July 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.67)
  • $43.67 P/E (TTM): 1.18X Cap: $8.96B
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Q: Is Vanguard FTSE Developed All Cap ex North Amer Idx ETF
VIU the best ETF for the international exposure ex amrerica of a portfolio?

Upvote 2

Read Answer Asked by Serge on July 04, 2025

• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.32)
  • $2.32 Cap: $97M
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Q: Good morning,

Is TRZ a good buy today?

Thanks,

George

Upvote 1

Read Answer Asked by George on July 04, 2025