Investment Q&A

• Dollarama Inc. (DOL $194.20)
  • $194.20 P/E (TTM): 41.57X Cap: $52.91B
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• Kinaxis Inc. (KXS $140.66)
  • $140.66 P/E (TTM): 87.15X Cap: $3.84B
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• TerraVest Industries Inc. (TVK $141.08)
  • $141.08 Cap: $3.08B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $107.47)
  • $107.47 Cap: $12.73B
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• Trisura Group Ltd. (TSU $43.90)
  • $43.90 P/E (TTM): 14.78X Cap: $2.08B
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• Valhi Inc. (VHI $13.36)
  • $13.36 P/E (TTM): 21.55X Cap: $400M
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• Boyd Group Services Inc. (BYD $218.69)
  • $218.69 P/E (TTM): 218.79X Cap: $6.09B
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Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Upvote 9

Read Answer Asked by sam on January 20, 2025

• Chartwell Retirement Residences (CSH.UN $21.33)
  • $21.33 P/E (TTM): 105.95X Cap: $6.93B
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Q: Is it a buy now

Upvote 3

Read Answer Asked by JOHN on January 20, 2025

• D.R. Horton Inc. (DHI $139.92)
  • $139.92 P/E (TTM): 13.2X Cap: $41.33B
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• Lennar Corporation Class A (LEN $93.84)
  • $93.84 P/E (TTM): 12.37X Cap: $23.91B
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• Cavco Industries Inc. (CVCO $507.41)
  • $507.41 P/E (TTM): 22.68X Cap: $4.16B
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• KB Home (KBH $53.06)
  • $53.06 P/E (TTM): 9.03X Cap: $3.65B
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• Meritage Homes Corporation (MTH $63.22)
  • $63.22 P/E (TTM): 10.61X Cap: $4.52B
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Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter

Upvote 1

Read Answer Asked by Peter on January 20, 2025

• Constellation Software Inc. (CSU $2,761.29)
  • $2,761.29 P/E (TTM): 68.89X Cap: $57.21B
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• Thomson Reuters Corporation (TRI $140.39)
  • $140.39 P/E (TTM): 26.65X Cap: $62.29B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.50)
  • $174.50 P/E (TTM): 139.22X Cap: $229.48B
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• Advanced Micro Devices Inc. (AMD $198.29)
  • $198.29 P/E (TTM): 76.69X Cap: $333.95B
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• INVESCO QQQ Trust (QQQ $598.83)
  • $598.83 P/E (TTM): 33.2X Cap: $391.77B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $108.13)
  • $108.13 P/E (TTM): 31.86X Cap: $1.83B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.41)
  • $53.41 P/E (TTM): 83.41X Cap: $123.67B
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Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Upvote 7

Read Answer Asked by Dimitrios on January 20, 2025

• Amplify Blockchain Technology ETF (BLOK $51.98)
  • $51.98 P/E (TTM): 24.53X Cap: $1B
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• iShares Blockchain and Tech ETF (IBLC $39.52)
  • $39.52 P/E (TTM): 31.82X
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Q: Recently, Vaneck Digital Transformation ETF has come to my attention. What are your thoughts on it? Are there other options that you prefer to it? thx,

Upvote 2

Read Answer Asked by John on January 20, 2025

Q: Hi Peter,

Would you be able to provide a list of stocks that would be candidates to purchase if they dropped in price due to the current political situation in the US.

Upvote 17

Read Answer Asked by Michael on January 20, 2025

• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.58)
  • $48.58 P/E (TTM): 126.76X Cap: $13.13B
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• Labrador Iron Ore Royalty Corporation (LIF $27.80)
  • $27.80 P/E (TTM): 17.65X Cap: $1.94B
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• Hydro One Limited (H $59.58)
  • $59.58 P/E (TTM): 27.3X Cap: $35.18B
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Q: I am retired and rely on dividend income. I understand that LIF is quite different from the other 2 companies but would would be your thoughts on these stocks with a 2 to 3 year investment timeframe?

Upvote 1

Read Answer Asked by Ken on January 20, 2025

Q: perhaps I can better pinpoint the answer I'm looking for. On Jan 15th you answered a question about 4 top non-conservative stocks. The question referred to an earlier question [day or two before] about top conservative stocks. It's the answer to that earlier question I'm looking for.

Upvote 4

Read Answer Asked by sam on January 20, 2025

• MDA Space Ltd. (MDA $42.66)
  • $42.66 P/E (TTM): 52.94X Cap: $5.74B
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Q: Hi Everyone!!
With tariffs looming, will MDA space be effected?
Cheers,
Tamara

Upvote 6

Read Answer Asked by Tamara on January 20, 2025

• Vanguard S&P 500 Index ETF (VFV $161.73)
  • $161.73 P/E (TTM): 26.01X Cap: $27.92B
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Q: If the canadian dollar is presently low against the us dollar AND I want to buy the S and P 500 (with the expectation that the dollar will revert to historical values in the future), AM I BETTER TO BUY THE S and P in US dollars or hedged ?

thanks

Ernie

Upvote 3

Read Answer Asked by Ernest on January 20, 2025

Q: As part of my annual 2025 TSFA contribution moved 100 CLS shares cost $53.12 from my trading account to TSFA $$148.00. How is the capital gain treated.
Thanks and look forward to your answer.
Rick

Upvote 5

Read Answer Asked by Rick on January 20, 2025

• WSP Global Inc. (WSP $228.99)
  • $228.99 P/E (TTM): 30.69X Cap: $30.80B
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.86)
  • $66.86 P/E (TTM): 21.63X Cap: $173M
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• Stantec Inc (STN $91.01)
  • $91.01 P/E (TTM): 28.89X Cap: $10.42B
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Q: Could you comment on STN.TO vs WSP.TO

Also wondering if ZUH.TO is still a hold. I am up nicely, but it has not done much in the last year and wonder if there is more up potential here or maybe somewhere else?

Thank you

Upvote 8

Read Answer Asked by Colleen on January 20, 2025

Q: NEOE:BRKY (Berkshire Hathaway (brk) Yield Shares Purpose ETF)

The pro's & con's of long term buy on this one?

Thank you.

Upvote 1

Read Answer Asked by Ross on January 20, 2025

• Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $23.50)
  • $23.50 P/E (TTM): 34.11X Cap: $309M
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Q: TSX:QQCL (Global X Enhanced Nasdaq-100 Covered Call ETF)

Another pro's & con's question to buy or not?

The chart looks good on it.

Thank you.

Upvote 3

Read Answer Asked by Ross on January 20, 2025

Q: Does it ever make sense to shift funds from a TFSA to a RRSP for the purposes of reducing your tax bill (ie receiving a better refund)? Under what conditions might it be appropropriate? Or does short term gain of a tax return undermine the long term power of a TFSA?

Upvote 5

Read Answer Asked by David on January 20, 2025

• EdgePoint Global Portfolio Series F(N) non HST (EDG5001 $39.39)
  • $39.39 P/E (TTM): 14.8X
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Q: What is the total return for 1 3 5 10 year time period.

for this mutual fund.

ralph

Upvote 0

Read Answer Asked by ralph on January 20, 2025

• Amazon.com Inc. (AMZN $210.09)
  • $210.09 P/E (TTM): 29.89X Cap: $2.28T
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• Broadcom Inc. (AVGO $333.12)
  • $333.12 P/E (TTM): 72.12X Cap: $1.61T
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• Meta Platforms Inc. (META $644.39)
  • $644.39 P/E (TTM): 27.84X Cap: $1.65T
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• NVIDIA Corporation (NVDA $182.19)
  • $182.19 P/E (TTM): 37.71X Cap: $4.52T
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• Strategy Inc (MSTR $134.30)
  • $134.30 Cap: $46.16B
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• iShares U.S. Technology ETF (IYW $189.40)
  • $189.40 P/E (TTM): 35.65X
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• CrowdStrike Holdings Inc. (CRWD $443.78)
  • $443.78 Cap: $112.10B
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• Vertiv Holdings LLC Class A (VRT $259.73)
  • $259.73 P/E (TTM): 79.2X Cap: $102.63B
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Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?

Upvote 13

Read Answer Asked by Graeme on January 20, 2025

Q: Everyone, I hear a lot about paying less fees (MER or Trading fees) and over time the money that can be saved. But what is the best ideas to having a better overall return? Diversification? Less trading? Buying the best stocks? Etc.. Clayton

Upvote 20

Read Answer Asked by Clayton on January 20, 2025

• Alphabet Inc. (GOOG $302.36)
  • $302.36 P/E (TTM): 28.39X Cap: $3.73T
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Q: Everyone, things work until they don’t. When will the magnificent Seven Tech darlings stop working? Clayton

Upvote 14

Read Answer Asked by Clayton on January 20, 2025

• Capstone Copper Corp. (CS $11.38)
  • $11.38 P/E (TTM): 20.73X Cap: $8.87B
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• kneat.com inc. (KSI $3.70)
  • $3.70 Cap: $360M
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.61B
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Q: I am thinking of adding the above three to my portfolio Your Thoughts please RAK

Upvote 9

Read Answer Asked by bob on January 20, 2025