Investment Q&A

• Trez Capital Mortgage Investment Corporation Class A Shares (TZZ $0.16)
  • $0.16 P/E (TTM): 0.8X Cap: $1M
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Q: Trez Capital has suspended redemptions of it's funds. Do you have any insights as to why. Have they done this before. Is it a sign of anything to be worried about. (FYI) I almost invested in one of the funds but did not because of the many conditions attached. Are the funds a worthwhile investment?
Thanks

Upvote 1

Read Answer Asked by Reg on August 26, 2025

• Harvest Diversified High Income Shares ETF (HHIS $12.88)
  • $12.88 P/E (TTM): 137.26X Cap: $612M
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• Harvest Canadian High Income Shares ETF (HHIC $12.34)
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Q: How would you rank (HHIS, HHIC) on a scale of 1-10 for total return. Which account type would each be best suited for. Also what are the downside risk for each.

Thank you

Upvote 2

Read Answer Asked by Van on August 26, 2025

• Harvest Canadian High Income Shares ETF (HHIC $12.34)
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Q: What are your thoughts on HHIC ETF for income and dividend growth.

Upvote 2

Read Answer Asked by Ric on August 26, 2025

Q: Can you recommend a website that provides information with respect to the percentage of ROC (Return of Capital) paid to investors for specific companies like REITs ?
Thank you

Upvote 1

Read Answer Asked by Terry on August 26, 2025

• Constellation Software Inc. (CSU $4,393.00)
  • $4,393.00 P/E (TTM): 112.85X Cap: $94.74B
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Q: I've owned and held CSU since subscribing with you years ago. I've considered buying this equity for my daughter's fund, growth oriented, and with the recent pullback think this may be an appropriate time. Or... are it's 'sister' companies even better considerations? What say you?

Upvote 9

Read Answer Asked by Claus on August 26, 2025

• AbbVie Inc. (ABBV $208.36)
  • $208.36 P/E (TTM): 90.0X Cap: $366.64B
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Q: Hi there,

ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.

How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?

Upvote 3

Read Answer Asked by Robert on August 26, 2025

• Cenovus Energy Inc. (CVE $23.12)
  • $23.12 P/E (TTM): 15.97X Cap: $42.19B
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Q: Thoughts on buying CVE today please. Already hold a full position in SU, and if I buy CVE it would likely be a shorter term hold. Thank You.
Tim

Upvote 4

Read Answer Asked by Tim on August 26, 2025

• TerraVest Industries Inc. (TVK $144.39)
  • $144.39 Cap: $3.10B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $117.91)
  • $117.91 P/E (TTM): 17.97X Cap: $1.40B
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Q: If only one has to be owned in TFSA would you endorse a switch from HPS.A to TVK?
Thanks.

Upvote 7

Read Answer Asked by Rajiv on August 26, 2025

• Alphabet Inc. (GOOG $207.95)
  • $207.95 P/E (TTM): 22.04X Cap: $2.52T
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• Kraken Robotics Inc. (PNG $3.56)
  • $3.56 P/E (TTM): 49.43X Cap: $1.04B
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• Nebius Group N.V. (NBIS $70.48)
  • $70.48 Cap: $16.67B
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Q: Inspired by your best stock ideas service, what would be your top 3 suggestions for “growthy” ETFs (any market) for my TFSA that I could research?

Upvote 9

Read Answer Asked by William Ross on August 26, 2025

• iShares Core Canadian Universe Bond Index ETF (XBB $27.89)
  • $27.89 Cap: $8.14B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.27)
  • $18.27 Cap: $815M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $832M
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• PIMCO Active Bond ETF (BOND $92.45)
  • $92.45 P/E (TTM): 13.55X Cap: $5.76B
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Q: Good morning - With the market rising so nicely, it's timely for me to do some re-balancing. For fixed income, I have positions I xlb, xbb and XHY. What fixed income investments do you suggest these days. I could add to the above and/or to corporate bonds, if that makes sense. But, I am nervous about the prospects for Canadian companies as the Trump tariffs take their toll. What does your crystal ball reveal? Many thanks.

Upvote 4

Read Answer Asked by alex on August 26, 2025

Q: What is your opinion on the Hamilton day max ETFS. SDAY / CDAY. Pretty new for much data or performance history.
Who / when would an investor benefit from these compared to regular enhanced yield ETFs?

Upvote 1

Read Answer Asked by Kyle on August 26, 2025

• Maple Leaf Foods Inc. (MFI $35.65)
  • $35.65 P/E (TTM): 25.11X Cap: $4.41B
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Q: I see MFI is up 75% YTD and like AEM (up 68%) also setting all time highs. I think I can understand why AEM is up but not so sure on MFI. May I have your opinion on MFI’s performance and if it can continue going forward?
Any thoughts you have would be appreciated.
Jim

Upvote 4

Read Answer Asked by James on August 26, 2025

• O'Reilly Automotive Inc. (ORLY $103.18)
  • $103.18 P/E (TTM): 8.88X Cap: $86.94B
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• Royal Caribbean Cruises Ltd. (RCL $353.74)
  • $353.74 P/E (TTM): 25.36X Cap: $93.70B
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• Dutch Bros Inc. Class A (BROS $72.27)
  • $72.27 P/E (TTM): 139.4X Cap: $10.49B
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• Life Time Group Holdings Inc. (LTH $28.18)
  • $28.18 P/E (TTM): 28.51X Cap: $6.39B
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• D2L Inc. Subordinate Voting Shares (DTOL $16.34)
  • $16.34 P/E (TTM): 23.53X Cap: $886M
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Q: Hi Team,

At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.

Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?

Gratefully,

Upvote 4

Read Answer Asked by Jacques on August 26, 2025

• Cenovus Energy Inc. (CVE $23.12)
  • $23.12 P/E (TTM): 15.97X Cap: $42.19B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.86)
  • $194.86 P/E (TTM): 80.15X Cap: $253.20B
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• Propel Holdings Inc. (PRL $32.76)
  • $32.76 P/E (TTM): 15.96X Cap: $1.26B
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• Lumine Group Inc. (LMN $47.69)
  • $47.69 P/E (TTM): 186.23X Cap: $12.16B
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Q: Hi, after holding CVE for awhile and being under water, I'm finally nearly breaking even. After the new MEG deal, I wonder what people might think about selling it to get into other 'growthier' stocks long-term (like SHOP, LMN, PRL, for example, but open to other ideas as well).
Thank you!

Upvote 4

Read Answer Asked by GeeMac on August 26, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.84)
  • $54.84 P/E (TTM): 9.2X Cap: $4.19B
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• Vanguard S&P 500 ETF (VOO $593.06)
  • $593.06 P/E (TTM): 81.12X Cap: $679.84B
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• iShares Core S&P Mid-Cap ETF (IJH $64.98)
  • $64.98 P/E (TTM): 48.18X Cap: $99.27B
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• Vanguard Total International Stock (VXUS $71.61)
  • $71.61 P/E (TTM): 0.5X Cap: $95.27B
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Q: Which ETF do you feel compliments VOO the most? This would be for my RRSP. Also, I’m 15 years from retirement.

Your top 3 in order preferably?

US/CND/international/All world.. doesn’t matter.

Thank you

Upvote 6

Read Answer Asked by Nick on August 25, 2025

• 5N Plus Inc. (VNP $15.55)
  • $15.55 P/E (TTM): 30.81X Cap: $1.37B
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• Kraken Robotics Inc. (PNG $3.56)
  • $3.56 P/E (TTM): 49.43X Cap: $1.04B
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• Zedcor Inc. (ZDC $4.36)
  • $4.36 P/E (TTM): 247.06X Cap: $447M
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Q: Which one of PNG,Vnp,Zdc do you think would provide the best return over the next 5 years?

Upvote 18

Read Answer Asked by Terry on August 25, 2025

• Descartes Systems Group Inc. (The) (DSG $135.53)
  • $135.53 P/E (TTM): 61.32X Cap: $11.80B
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• Kinaxis Inc. (KXS $190.03)
  • $190.03 P/E (TTM): 164.27X Cap: $5.43B
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• goeasy Ltd. (GSY $210.31)
  • $210.31 P/E (TTM): 12.57X Cap: $3.36B
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Q: I noticed you prefer KSX over DSG recently, and I’m wondering why. Or is GSY the better choice of the three? I have held all three for a few years and due to timing issues I have a much higher gain on DSG and GSY. I know past performance does not guarantee future results, but can’t get over my negative bias towards KSX. Also I have too many different stocks and know I should concentrate more. (I.e. 20 vs 30+)

Upvote 10

Read Answer Asked by Gordon on August 25, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.81)
  • $55.81 Cap: $7.28B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.09)
  • $47.09 Cap: $17.38B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.57)
  • $90.57 P/E (TTM): 153.91X Cap: $134.58B
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Q: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? Trying to figure out if I should trim or not, given their connections.

Upvote 11

Read Answer Asked by Judith on August 25, 2025

• Intuit Inc. (INTU $659.54)
  • $659.54 P/E (TTM): 53.87X Cap: $183.25B
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Q: Good Morning 5i Team,

Can you please give me your thoughts on Intuit after their earnings? The market doesn't seem especially pleased. Would you consider it a hold or sell? Thanks.

Brad

Upvote 3

Read Answer Asked by Bradley on August 25, 2025

• Zedcor Inc. (ZDC $4.36)
  • $4.36 P/E (TTM): 247.06X Cap: $447M
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• Nebius Group N.V. (NBIS $70.48)
  • $70.48 Cap: $16.67B
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Q: which do you see has more upside potential in the next few years?

Upvote 15

Read Answer Asked by Maryon on August 25, 2025