Investment Q&A

• Netflix Inc. (NFLX $1,094.06)
  • $1,094.06 P/E (TTM): 46.97X Cap: $467.59B
  • View NFLX Profile
  • View Questions on NFLX

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 $44.93)
  • $44.93 P/E (TTM): 11.09X Cap: $93.63B
  • View CNQ Profile
  • View Questions on CNQ

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 $33.09)
  • $33.09 P/E (TTM): 131.81X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $668.06)
  • $668.06 P/E (TTM): 27.27X Cap: $1.88T
  • View META Profile
  • View Questions on META
• Intuitive Surgical Inc. (ISRG $531.31)
  • $531.31 P/E (TTM): 75.96X Cap: $192.71B
  • View ISRG Profile
  • View Questions on ISRG
• Netflix Inc. (NFLX $1,094.06)
  • $1,094.06 P/E (TTM): 46.97X Cap: $467.59B
  • View NFLX Profile
  • View Questions on NFLX
• Booking Holdings Inc. (BKNG $5,108.50)
  • $5,108.50 P/E (TTM): 35.7X Cap: $163.61B
  • View BKNG Profile
  • View Questions on BKNG
• Salesforce Inc. (CRM $257.63)
  • $257.63 P/E (TTM): 36.96X Cap: $239.38B
  • View CRM Profile
  • View Questions on CRM
• Toronto-Dominion Bank (The) (TD $114.67)
  • $114.67 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Canadian Natural Resources Limited (CNQ $44.93)
  • $44.93 P/E (TTM): 11.09X Cap: $93.63B
  • View CNQ Profile
  • View Questions on CNQ
• Constellation Software Inc. (CSU $3,582.27)
  • $3,582.27 P/E (TTM): 91.49X Cap: $73.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $476.66)
  • $476.66 P/E (TTM): 72.16X Cap: $54.30B
  • View CLS Profile
  • View Questions on CLS
• BMO S&P 500 Index ETF (ZSP $104.65)
  • $104.65 P/E (TTM): 26.73X Cap: $20.90B
  • View ZSP Profile
  • View Questions on ZSP
• TerraVest Industries Inc. (TVK $132.82)
  • $132.82 Cap: $2.92B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• CrowdStrike Holdings Inc. (CRWD $535.19)
  • $535.19 Cap: $136.89B
  • View CRWD Profile
  • View Questions on CRWD
• Topicus.com Inc. (TOI $133.60)
  • $133.60 P/E (TTM): 73.77X Cap: $11.60B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Propel Holdings Inc. (PRL $24.84)
  • $24.84 P/E (TTM): 12.37X Cap: $965M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $64.25)
  • $64.25 P/E (TTM): 109.82X Cap: $145.64B
  • View BN Profile
  • View Questions on BN
• Alphabet CDR (CAD Hedged) (GOOG $46.07)
  • $46.07 P/E (TTM): 33.39X Cap: $4.62T
  • View GOOG Profile
  • View Questions on GOOG

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 $44.93)
  • $44.93 P/E (TTM): 11.09X Cap: $93.63B
  • View CNQ Profile
  • View Questions on CNQ
• Fortis Inc. (FTS $70.39)
  • $70.39 P/E (TTM): 20.78X Cap: $35.25B
  • View FTS Profile
  • View Questions on FTS
• Pembina Pipeline Corporation (PPL $52.84)
  • $52.84 P/E (TTM): 17.91X Cap: $30.42B
  • View PPL Profile
  • View Questions on PPL
• Peyto Exploration & Development Corp. (PEY $20.07)
  • $20.07 P/E (TTM): 12.36X Cap: $4.05B
  • View PEY Profile
  • View Questions on PEY
• Capital Power Corporation (CPX $70.38)
  • $70.38 P/E (TTM): 21.79X Cap: $11.06B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

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 $203.80)
  • $203.80 P/E (TTM): 15.72X Cap: $287.39B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $114.67)
  • $114.67 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.77)
  • $91.77 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

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 $375.70)
  • $375.70 P/E (TTM): 95.15X Cap: $1.82T
  • View AVGO Profile
  • View Questions on AVGO
• Intuitive Surgical Inc. (ISRG $531.31)
  • $531.31 P/E (TTM): 75.96X Cap: $192.71B
  • View ISRG Profile
  • View Questions on ISRG
• Salesforce Inc. (CRM $257.63)
  • $257.63 P/E (TTM): 36.96X Cap: $239.38B
  • View CRM Profile
  • View Questions on CRM
• Blackstone Inc. (BX $149.19)
  • $149.19 P/E (TTM): 40.89X Cap: $109.76B
  • View BX Profile
  • View Questions on BX
• ServiceNow Inc. (NOW $948.41)
  • $948.41 P/E (TTM): 117.98X Cap: $189.63B
  • View NOW Profile
  • View Questions on NOW
• Arista Networks Inc. (ANET $159.86)
  • $159.86 P/E (TTM): 61.48X Cap: $203.64B
  • View ANET Profile
  • View Questions on ANET
• AAON Inc. (AAON $101.40)
  • $101.40 P/E (TTM): 69.82X Cap: $8.41B
  • View AAON Profile
  • View Questions on AAON
• Axon Enterprise Inc. (AXON $745.36)
  • $745.36 P/E (TTM): 186.7X Cap: $59.61B
  • View AXON Profile
  • View Questions on AXON
• Nvidia CDR (CAD Hedged) (NVDA $46.25)
  • $46.25 P/E (TTM): 68.38X Cap: $7.01T
  • View NVDA Profile
  • View Questions on NVDA

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 $35.81)
  • $35.81 P/E (TTM): 22.02X Cap: $65.73B
  • View CSX Profile
  • View Questions on CSX
• Union Pacific Corporation (UNP $219.02)
  • $219.02 P/E (TTM): 18.9X Cap: $128.34B
  • View UNP Profile
  • View Questions on UNP
• Canadian National Railway Company (CNR $131.16)
  • $131.16 P/E (TTM): 18.18X Cap: $81.08B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $101.88)
  • $101.88 P/E (TTM): 23.1X Cap: $94.89B
  • View CP Profile
  • View Questions on CP

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 $42.11)
  • $42.11 P/E (TTM): 13.13X Cap: $27.64B
  • View FITB Profile
  • View Questions on FITB
• Bristol-Myers Squibb Company (BMY $45.21)
  • $45.21 P/E (TTM): 17.2X Cap: $86.70B
  • View BMY Profile
  • View Questions on BMY
• Crown Castle Inc. (CCI $91.21)
  • $91.21 Cap: $40.20B
  • View CCI Profile
  • View Questions on CCI
• Exelon Corporation (EXC $47.10)
  • $47.10 P/E (TTM): 18.14X Cap: $47.67B
  • View EXC Profile
  • View Questions on EXC
• Altria Group Inc. (MO $57.40)
  • $57.40 P/E (TTM): 12.24X Cap: $104.10B
  • View MO Profile
  • View Questions on MO
• Public Storage (PSA $282.91)
  • $282.91 P/E (TTM): 32.47X Cap: $50.73B
  • View PSA Profile
  • View Questions on PSA
• Stanley Black & Decker Inc. (SWK $68.58)
  • $68.58 P/E (TTM): 22.75X Cap: $10.82B
  • View SWK Profile
  • View Questions on SWK
• Exxon Mobil Corporation (XOM $115.77)
  • $115.77 P/E (TTM): 16.34X Cap: $496.45B
  • View XOM Profile
  • View Questions on XOM
• Blackstone Inc. (BX $149.19)
  • $149.19 P/E (TTM): 40.89X Cap: $109.76B
  • View BX Profile
  • View Questions on BX

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 $476.66)
  • $476.66 P/E (TTM): 72.16X Cap: $54.30B
  • View CLS Profile
  • View Questions on CLS

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 $21.87)
  • $21.87 P/E (TTM): 28.26X Cap: $1.55B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

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 $2.14)
  • $2.14 P/E (TTM): 8.29X Cap: $213M
  • View FAR Profile
  • View Questions on FAR

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 $20.43)
  • $20.43 P/E (TTM): 93.45X Cap: $5.92B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Extendicare Inc. (EXE $15.92)
  • $15.92 P/E (TTM): 16.45X Cap: $1.33B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE
• Sienna Senior Living Inc. (SIA $18.89)
  • $18.89 P/E (TTM): 48.23X Cap: $1.75B
  • View SIA Profile
  • View Questions on SIA

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

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
  • View FN Profile
  • View Questions on FN

Q: May I please have your comments on earnings? Ant dividend increase?

Upvote 2

Read Answer Asked by Margot on March 06, 2025

Q: Do US stocks held in registered accounts e.g TFSA & RIFs count as foreign property for Canadian income tax filings? What about CDRs?

Upvote 2

Read Answer Asked by John on March 06, 2025

• Tourmaline Oil Corp. (TOU $60.57)
  • $60.57 P/E (TTM): 15.3X Cap: $22.55B
  • View TOU Profile
  • View Questions on TOU

Q: Can you comment on their recent earnings announcement. Thanks.

Upvote 3

Read Answer Asked by Donald on March 06, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.26)
  • $205.26 P/E (TTM): 30.49X Cap: $2.41B
  • View HPS.A Profile
  • View Questions on HPS.A
• ADF Group Inc. Subordinate Voting Shares (DRX $7.27)
  • $7.27 P/E (TTM): 6.15X Cap: $197M
  • View DRX Profile
  • View Questions on DRX

Q: Considering taking a 28% hit on Hammond to buy 5000 shares of DRX at 8$ as a way to diversify my risk on my aggressive part of my portfolios. Will still have 2500 of Hammond after selling 500. Your thoughts please. much appreciated. Larry

Upvote 4

Read Answer Asked by Larry on March 06, 2025

Q: What is going on in the Canadian and US stock markets today...March 6th, 2025?.....Thanks for your insights!!!.....Tom

Upvote 6

Read Answer Asked by Tom on March 06, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.27)
  • $75.27 P/E (TTM): 37.3X Cap: $124.49B
  • View BAM Profile
  • View Questions on BAM

Q: Hoping to increase my position in BAM. Are we getting into a good opportunity or would you wait a little longer during this turbulence?

Upvote 4

Read Answer Asked by Raymond on March 06, 2025