Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $35.02)
  • $35.02 Cap: $23.11B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Good Morning,

Do you think it is worth adding to Brookfield Renewable at today's price ?? Its price behaviour is certainly unlike FTS or other electrical utility sector stocks. Would it make more sense to replace it with BAM ?? I am looking for income and some growth. I would appreciate your expert opinion. Thank you. DL

Upvote 3

Read Answer Asked by Dennis on April 09, 2025

• Canadian Natural Resources Limited (CNQ $43.16)
  • $43.16 P/E (TTM): 10.92X Cap: $88.06B
  • View CNQ Profile
  • View Questions on CNQ
• Whitecap Resources Inc. (WCP $10.44)
  • $10.44 P/E (TTM): 6.97X Cap: $12.63B
  • View WCP Profile
  • View Questions on WCP
• Tamarack Valley Energy Ltd. (TVE $5.42)
  • $5.42 P/E (TTM): 11.62X Cap: $2.73B
  • View TVE Profile
  • View Questions on TVE

Q: It has been suggested that this time of volatility is a good opportunity for upgrading the quality of one’s investments. It has also been suggested that one not panic and do anything precipitously. I currently hold WCP and TVE, not surprisingly at a considerable loss; many commentators point to CNQ as top grade. What is your view of selling the 2 and replacing with CNQ - switch or hang tough? Many thanks.

Upvote 5

Read Answer Asked by Leonard on April 09, 2025

Q: Could you comment on long bonds interests going up?. Why is that and what does this mean? Implications.

Upvote 9

Read Answer Asked by JR on April 09, 2025

• Intuitive Surgical Inc. (ISRG $471.15)
  • $471.15 P/E (TTM): 65.24X Cap: $170.01B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $181.60)
  • $181.60 P/E (TTM): 58.0X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,615.68)
  • $5,615.68 P/E (TTM): 39.76X Cap: $184.92B
  • View BKNG Profile
  • View Questions on BKNG
• United Rentals Inc. (URI $949.34)
  • $949.34 P/E (TTM): 24.33X Cap: $60.71B
  • View URI Profile
  • View Questions on URI
• Constellation Software Inc. (CSU $4,399.01)
  • $4,399.01 P/E (TTM): 110.89X Cap: $93.09B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $278.49)
  • $278.49 P/E (TTM): 43.22X Cap: $31.60B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $189.00)
  • $189.00 P/E (TTM): 162.26X Cap: $5.34B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.03)
  • $193.03 P/E (TTM): 79.48X Cap: $253.19B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• EQB Inc. (EQB $101.65)
  • $101.65 P/E (TTM): 10.25X Cap: $3.87B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Axon Enterprise Inc. (AXON $769.68)
  • $769.68 P/E (TTM): 184.69X Cap: $60.37B
  • View AXON Profile
  • View Questions on AXON
• Propel Holdings Inc. (PRL $32.37)
  • $32.37 P/E (TTM): 15.83X Cap: $1.26B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• AppFolio Inc. (APPF $276.27)
  • $276.27 P/E (TTM): 49.6X Cap: $9.81B
  • View APPF Profile
  • View Questions on APPF

Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks

Upvote 24

Read Answer Asked by Lawrence on April 09, 2025

• Mosaic Capital Corporation (M $5.50)
  • $5.50 Cap: $58M
  • View M Profile
  • View Questions on M
• Propel Holdings Inc. (PRL $32.37)
  • $32.37 P/E (TTM): 15.83X Cap: $1.26B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: What is the approximate insider ownership levels at Propel

Upvote 4

Read Answer Asked by Kim on April 09, 2025

• Canadian National Railway Company (CNR $134.14)
  • $134.14 P/E (TTM): 18.13X Cap: $83.40B
  • View CNR Profile
  • View Questions on CNR

Q: Hello,
Would you add to CNR at these level - long term hold - or would you wait for the market to settle down? How is the current valuation vs historical? Thank you

Upvote 6

Read Answer Asked by Pierre on April 09, 2025

• Athabasca Oil Corporation (ATH $6.17)
  • $6.17 P/E (TTM): 6.97X Cap: $3.09B
  • View ATH Profile
  • View Questions on ATH

Q: your view of purchasing for a long term hold. Does it produce heavy oil used in american refineries? Cheers

Upvote 4

Read Answer Asked by kenneth on April 09, 2025

• Suncor Energy Inc. (SU $56.56)
  • $56.56 P/E (TTM): 12.01X Cap: $67.33B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $65.69)
  • $65.69 P/E (TTM): 23.2X Cap: $143.24B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $43.16)
  • $43.16 P/E (TTM): 10.92X Cap: $88.06B
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU $58.00)
  • $58.00 P/E (TTM): 14.4X Cap: $21.72B
  • View TOU Profile
  • View Questions on TOU
• Tamarack Valley Energy Ltd. (TVE $5.42)
  • $5.42 P/E (TTM): 11.62X Cap: $2.73B
  • View TVE Profile
  • View Questions on TVE
• TerraVest Industries Inc. (TVK $143.44)
  • $143.44 Cap: $3.11B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: These seem to be your favourites in the O&G sector. Which would you buy at this point?

If they not your top two, please add your recommended company or ETF.

Thanks!

Upvote 10

Read Answer Asked by Kevin on April 09, 2025

• Freeport-McMoRan Inc. (FCX $43.87)
  • $43.87 P/E (TTM): 32.85X Cap: $63.67B
  • View FCX Profile
  • View Questions on FCX
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.39)
  • $45.39 P/E (TTM): 81.68X Cap: $22.50B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hello,

Looking to enter a new position. Thoughts on which would be a better buy today for a long term hold? And your opinion on copper going forward.

Thank you.

Upvote 2

Read Answer Asked by Satish on April 09, 2025

• Astera Labs Inc. (ALAB $179.20)
  • $179.20 P/E (TTM): 105.55X Cap: $29.68B
  • View ALAB Profile
  • View Questions on ALAB

Q: In your Q & A section, Feb. 12, was the last time you commented on their quarterly report. What is your is your outlook for the remainder of the year. On a scale of one to ten, with ten being high, how would you rate it. I also, noticed where you recommended this company in place of AVGO.
Thank you very much for your excellent service.
Earl

Upvote 1

Read Answer Asked by Earl on April 09, 2025

• TransMedics Group Inc. (TMDX $117.38)
  • $117.38 P/E (TTM): 83.8X Cap: $4B
  • View TMDX Profile
  • View Questions on TMDX

Q: TMDX is facing, what looks like, a very significant lawsuit that will be filed Apr. 15. Likely not a good time to buy - your thoughts?

Upvote 1

Read Answer Asked by Murray on April 09, 2025

• AbbVie Inc. (ABBV $208.06)
  • $208.06 P/E (TTM): 88.7X Cap: $368.08B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $176.79)
  • $176.79 P/E (TTM): 19.08X Cap: $425.04B
  • View JNJ Profile
  • View Questions on JNJ
• UnitedHealth Group Incorporated (DE) (UNH $303.88)
  • $303.88 P/E (TTM): 12.76X Cap: $272.09B
  • View UNH Profile
  • View Questions on UNH
• Loblaw Companies Limited (L $55.80)
  • $55.80 P/E (TTM): 7.02X Cap: $66.26B
  • View L Profile
  • View Questions on L
• Fortis Inc. (FTS $68.95)
  • $68.95 P/E (TTM): 20.47X Cap: $34.69B
  • View FTS Profile
  • View Questions on FTS
• Metro Inc. (MRU $98.48)
  • $98.48 P/E (TTM): 21.67X Cap: $21.42B
  • View MRU Profile
  • View Questions on MRU
• Wheaton Precious Metals Corp. (WPM $133.20)
  • $133.20 P/E (TTM): 55.24X Cap: $60.46B
  • View WPM Profile
  • View Questions on WPM
• Agnico Eagle Mines Limited (AEM $192.42)
  • $192.42 P/E (TTM): 28.23X Cap: $97.09B
  • View AEM Profile
  • View Questions on AEM
• Pan American Silver Corp. (PAAS $45.49)
  • $45.49 P/E (TTM): 22.56X Cap: $16.56B
  • View PAAS Profile
  • View Questions on PAAS
• BMO Equal Weight REITs Index ETF (ZRE $22.36)
  • $22.36 P/E (TTM): 54.28X Cap: $593M
  • View ZRE Profile
  • View Questions on ZRE
• iShares Core Canadian Short Term Bond Index ETF (XSB $26.90)
  • $26.90 Cap: $3.02B
  • View XSB Profile
  • View Questions on XSB
• Hydro One Limited (H $50.38)
  • $50.38 P/E (TTM): 24.24X Cap: $30.21B
  • View H Profile
  • View Questions on H
• SPDR Gold Shares ETF (GLD $312.71)
  • $312.71 Cap: $104.44B
  • View GLD Profile
  • View Questions on GLD

Q: Hi,

We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.

In such a scenario, which would be the best stocks or ETFs to favour ?

Many thanks,

Jacques IDS

Upvote 8

Read Answer Asked by Jacques on April 09, 2025

• BCE Inc. (BCE $34.44)
  • $34.44 P/E (TTM): 76.04X Cap: $32.13B
  • View BCE Profile
  • View Questions on BCE

Q: In the 2008 financial crisis Manulife a good mom and pop steady dividend payer cut its dividend that many small investors depended on and Manulife took over a decade to start to recover. I see BCE much the same as many of its stock owners have depended on it for growth and dividends and is in most Canadian portfolios. These small investors once bitten are unforgiving and will not return. What do you think?

Upvote 8

Read Answer Asked by Robert on April 09, 2025

• Toronto-Dominion Bank (The) (TD $105.01)
  • $105.01 P/E (TTM): 10.47X Cap: $179.29B
  • View TD Profile
  • View Questions on TD
• Canadian Natural Resources Limited (CNQ $43.16)
  • $43.16 P/E (TTM): 10.92X Cap: $88.06B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $79.73)
  • $79.73 P/E (TTM): 14.72X Cap: $46.05B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $68.95)
  • $68.95 P/E (TTM): 20.47X Cap: $34.69B
  • View FTS Profile
  • View Questions on FTS
• BMO Equal Weight REITs Index ETF (ZRE $22.36)
  • $22.36 P/E (TTM): 54.28X Cap: $593M
  • View ZRE Profile
  • View Questions on ZRE

Q: What are your top dividend paying recommendations for a long term hold?

And how does SouthBow compare to them?

Upvote 8

Read Answer Asked by Simon on April 09, 2025

• Paramount Resources Ltd. Class A Common Shares (POU $20.36)
  • $20.36 P/E (TTM): 2.02X Cap: $2.88B
  • View POU Profile
  • View Questions on POU

Q: I would like to add to my position for income.
How safe is the monthly dividend after the recent large dividend and return of capital?
Please advise.
Thank you!
Albert

Upvote 1

Read Answer Asked by ALBERT on April 09, 2025

Q: Hi 5ireaearch
What do you think of seeing the ten year American treasuries hitting 4.5%?
Thank you for the excellent service during this time!

Upvote 3

Read Answer Asked by Ahmed on April 09, 2025

• Apple CDR (CAD Hedged) (AAPL $33.26)
  • $33.26 P/E (TTM): 37.36X Cap: $4.71T
  • View AAPL Profile
  • View Questions on AAPL

Q: Further to the last question you answered in APPL.

Would you consider APPL a buy at this price ?

Upvote 1

Read Answer Asked by HARRY on April 09, 2025

• Apple Inc. (AAPL $230.49)
  • $230.49 P/E (TTM): 34.47X Cap: $3.40T
  • View AAPL Profile
  • View Questions on AAPL

Q: Apple is right in the middle of the tariff wars from many angles and moving manufacturing the US would be costly. I’ve always considered it but and hold stock. Given its significant declines, along with the other mag 7, would you consider it a hold or with high risk time to sell?

Upvote 6

Read Answer Asked by Gerry on April 09, 2025

• Goldman Sachs Group Inc. (The) (GS $749.67)
  • $749.67 P/E (TTM): 16.28X Cap: $226.72B
  • View GS Profile
  • View Questions on GS

Q: Hello, Can you please let me know the historic average PE for Goldman. I see its trading just over 9x earnings and would like to compare that to the avg. thanks

Upvote 1

Read Answer Asked by David on April 09, 2025

• BMO US Put Write ETF (ZPW $15.59)
  • $15.59 P/E (TTM): 79.36X Cap: $74M
  • View ZPW Profile
  • View Questions on ZPW
• Purpose Premium Yield Fund (PYF $17.26)
  • $17.26 P/E (TTM): 59.91X Cap: $283M
  • View PYF Profile
  • View Questions on PYF
• Hamilton Enhanced Canadian Covered Call ETF (HDIV $19.09)
  • $19.09 P/E (TTM): 36.38X Cap: $799M
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.09)
  • $14.09 P/E (TTM): 93.22X Cap: $857M
  • View HYLD Profile
  • View Questions on HYLD
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.12)
  • $15.12 P/E (TTM): 12.67X Cap: $1.51B
  • View HMAX Profile
  • View Questions on HMAX

Q: Given the current volatile market, option selling etfs seems to offer some tax efficient income while waiting for things to cool down somewhat. What is your opinion on investing in these vehicles? What is the risk / reward equation in an uncertain market. Is there one that you would prefer if you were considering for your income portfolio. Thanks

Upvote 7

Read Answer Asked by mitchell on April 09, 2025