Investment Q&A

• Manulife Financial Corporation (MFC $42.49)
  • $42.49 P/E (TTM): 13.19X Cap: $70.99B
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• Wheaton Precious Metals Corp. (WPM $132.16)
  • $132.16 P/E (TTM): 53.98X Cap: $59.99B
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• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.24X Cap: $111.25B
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• iShares S&P/TSX SmallCap Index ETF (XCS $25.30)
  • $25.30 P/E (TTM): 26.42X Cap: $151M
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• Choice Properties Real Estate Investment Trust (CHP.UN $14.64)
  • $14.64 Cap: $10.58B
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• Nutrien Ltd. (NTR $80.05)
  • $80.05 P/E (TTM): 185.22X Cap: $38.89B
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $39.37)
  • $39.37 P/E (TTM): 18.23X Cap: $641M
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Hi Peter and 5i Team,

I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.

As always, thanks for your insight.

Upvote 11

Read Answer Asked by Jerry on August 21, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Your take on the recent results, the significant spike in the stock price and then the settling back to a more modest rise in the price.

Upvote 4

Read Answer Asked by LEN on August 14, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Hi

Buy, sell, or hold?

It’s down a lot and I’m leaning to selling half.

Thanks

Upvote 3

Read Answer Asked by Robert on August 06, 2025

• Kraken Robotics Inc. (PNG $3.46)
  • $3.46 P/E (TTM): 48.43X Cap: $1.07B
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• Zedcor Inc. (ZDC $4.20)
  • $4.20 P/E (TTM): 242.35X Cap: $442M
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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• Propel Holdings Inc. (PRL $32.76)
  • $32.76 P/E (TTM): 15.29X Cap: $1.27B
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Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.

Upvote 23

Read Answer Asked by jean on August 05, 2025

• LKQ Corporation (LKQ $31.84)
  • $31.84 P/E (TTM): 11.22X Cap: $7.87B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Any thoughts/insights on the current drop other than I recently acquired :)

Upvote 1

Read Answer Asked by Steven on August 05, 2025

• Celestica Inc. (CLS $188.92)
  • $188.92 P/E (TTM): 41.03X Cap: $21.73B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel

Upvote 4

Read Answer Asked by Marcel on July 29, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Good Morning

Any idea why byd dropped so much today see no news other then a large number of trades happening?
Thks
Marcel

Upvote 6

Read Answer Asked by Marcel on July 24, 2025

• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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• Fortis Inc. (FTS $70.05)
  • $70.05 P/E (TTM): 20.77X Cap: $35.27B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 37.29X Cap: $9.11B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.40)
  • $25.40 Cap: $16.71B
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• Fairfax India Holdings Corp (FFXDF $18.36)
  • $18.36 P/E (TTM): 38.6X Cap: $2.47B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks

ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders

Upvote 14

Read Answer Asked by Terence on July 16, 2025

• Descartes Systems Group Inc. (The) (DSG $140.22)
  • $140.22 P/E (TTM): 60.27X Cap: $12.02B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 163.77X Cap: $5.50B
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• Kraken Robotics Inc. (PNG $3.46)
  • $3.46 P/E (TTM): 48.43X Cap: $1.07B
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• Celestica Inc. (CLS $188.92)
  • $188.92 P/E (TTM): 41.03X Cap: $21.73B
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• Valhi Inc. (VHI $17.55)
  • $17.55 P/E (TTM): 4.75X Cap: $496M
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• Galaxy Digital Inc. Class A common stock (GLXY $35.35)
  • $35.35 Cap: $13.30B
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• The RealReal Inc. (REAL $7.61)
  • $7.61 Cap: $878M
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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• WisdomTree International Dividend Ex-Financials Fund (DOO)
  • P/E (TTM): 11.5X
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Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?

Upvote 21

Read Answer Asked by David on July 08, 2025

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 163.77X Cap: $5.50B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
  • $119.88 P/E (TTM): 18.73X Cap: $1.42B
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• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Upvote 17

Read Answer Asked by Craig on June 12, 2025

• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.01X Cap: $10.51B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
  • $119.88 P/E (TTM): 18.73X Cap: $1.42B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.

Upvote 11

Read Answer Asked by Craig on June 10, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Hi Peter & the 5i Team,

In your recent answer to Stephen, you stated that Boyd is in the Industrial Sector of the TSE. Actually, it's in the Consumer Discretionary Sector, as indicated on the TMX website and 5i's Portfolio Analytics.

If one wanted to sell BYD but remain in the Consumer Discretionary Sector, what would be your three best Canadian stocks to consider?

Thanks as always for your assistance.

Upvote 5

Read Answer Asked by Jerry on June 10, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve

Upvote 1

Read Answer Asked by Stephen on June 09, 2025

• Copart Inc. (CPRT $48.96)
  • $48.96 P/E (TTM): 31.32X Cap: $47.34B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Long time holder of BYD. Currently have BYD at 1.9% and CPRT at 1%. CPRT has really outperformed BYD over many timeframes. BYD is consumer cycl. and CPRT is industrial. I'm up 20% on BYD and 39% on CPRT. BYD has been a frustrating stock over the past few years but CPRT has shown resiliency and stable compounding growth. Thoughts on the BYD earnings and both companies going forward? Continue to hold both or I was thinking of selling BYD and adding to my CPRT. Thoughts? Thanks!

Upvote 6

Read Answer Asked by Keith on May 20, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
  • $119.88 P/E (TTM): 18.73X Cap: $1.42B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: I know they are different industries but which would you prefer for a 3 year hold?

Upvote 4

Read Answer Asked by Andre on April 23, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: I’ve held BYD for a number of years and have tried to be patient recently, but I’m wondering with its significant headwinds if it’s time to move on. What are your thoughts on BYD going forward, and do you have better suggestions for another consumer discretionary or consumer defensive stock?

Upvote 10

Read Answer Asked by Lois on April 10, 2025

• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.76X Cap: $673.57B
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• Walmart Inc. (WMT $96.83)
  • $96.83 P/E (TTM): 41.86X Cap: $772.74B
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• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.89)
  • $2,427.89 P/E (TTM): 8.59X Cap: $52.42B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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• ARC Resources Ltd. (ARX $26.90)
  • $26.90 P/E (TTM): 6.39X Cap: $15.73B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 46.0X Cap: $37.31B
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• Pan American Silver Corp. (PAAS $45.15)
  • $45.15 P/E (TTM): 22.31X Cap: $16.33B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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• TerraVest Industries Inc. (TVK $144.32)
  • $144.32 Cap: $3.12B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 37.29X Cap: $9.11B
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• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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• Fortis Inc. (FTS $50.68)
  • $50.68 P/E (TTM): 20.74X Cap: $25.52B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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• VanEck Junior Gold Miners ETF (GDXJ $76.27)
  • $76.27 P/E (TTM): 32.02X Cap: $6.24B
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• Ninepoint Energy Income FUnd (NRGI)
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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• Costco CDR (CAD Hedged) (COST $43.61)
  • $43.61 P/E (TTM): 60.06X Cap: $597.79B
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• Microsoft CDR (CAD Hedged) (MSFT $36.50)
  • $36.50 P/E (TTM): 36.97X Cap: $5.24T
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• Alphabet CDR (CAD Hedged) (GOOG $33.80)
  • $33.80 P/E (TTM): 24.95X Cap: $3.46T
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Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Upvote 25

Read Answer Asked by Terence on March 19, 2025

• Copart Inc. (CPRT $48.96)
  • $48.96 P/E (TTM): 31.32X Cap: $47.34B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
  • View BYD Profile
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Q: Based on the recent quarter results and comments going to 2029, would you switch to Copart for the long term?

Upvote 2

Read Answer Asked by Kevin on March 19, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Do you see BYD as useful to hold going forward/doesn have a valuable growth and risk-weighted profile at the moment?

Upvote 3

Read Answer Asked by Peter on March 18, 2025

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 258.11X Cap: $4.81B
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Q: Q (Private): They just released their updated plan (until 2029); what are your thoughts on what they have proposed in terms of revenue / margin growth along with the strategy.

This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.

Didn't seem like a big catalyst.....

Upvote 1

Read Answer Asked by Cathy on February 28, 2025