Investment Q&A

• Celestica Inc. (CLS $213.32)
  • $213.32 P/E (TTM): 46.54X Cap: $25.65B
  • View CLS Profile
  • View Questions on CLS

Q: Any concerns that CLS is offering a mixed life ssecurities shelf ?

Thx

Upvote 4

Read Answer Asked by blake on March 05, 2025

• Royal Bank of Canada (RY $181.21)
  • $181.21 P/E (TTM): 19.71X Cap: $257.04B
  • View RY Profile
  • View Questions on RY
• Descartes Systems Group Inc. (The) (DSG $142.30)
  • $142.30 P/E (TTM): 62.7X Cap: $12.22B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $199.23)
  • $199.23 P/E (TTM): 432.19X Cap: $5.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $228.06B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $176.00)
  • $176.00 P/E (TTM): 11.6X Cap: $2.90B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $102.41)
  • $102.41 P/E (TTM): 10.52X Cap: $3.93B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?

Upvote 42

Read Answer Asked by Andrew on March 05, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi All at 5i!
Every dark cloud has a silver lining. So, considering Trump‘s insane tariffs and their effects, there will be people making money. What investments, stocks or otherwise, might see a growth in business??
Cheers,
Tamara

Upvote 14

Read Answer Asked by Tamara on March 05, 2025

• Granite Real Estate Investment Trust (GRT.UN $72.95)
  • $72.95 P/E (TTM): 14.43X Cap: $4.51B
  • View GRT.UN Profile
  • View Questions on GRT.UN

Q: Can you please recommend a couple of REITs that you feel good about so I that I could include in my portfolio. Can you please give a brief explanation of why these will make a good investment.

Upvote 7

Read Answer Asked by Bashir on March 05, 2025

Q: Hi 5I
Pls comment on canap from altian trust as an investment. Is it also available from other sources.Tks in advance

Upvote 1

Read Answer Asked by WIB on March 05, 2025

• Duolingo Inc. (DUOL $356.23)
  • $356.23 P/E (TTM): 175.3X Cap: $16.42B
  • View DUOL Profile
  • View Questions on DUOL

Q: Every broker has issues, and Interactive Brokers has many. Given they also charge a commission and there are now multiple choices among Canadian Brokers for zero commission, including a bonus for transferring, I’ve finally moved my acct. Also the founder of Interactive Brokers is a very wealthy Trump supporter, so there's that as well.

Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?

Upvote 2

Read Answer Asked by Mark on March 05, 2025

• Savaria Corporation (SIS $20.02)
  • $20.02 P/E (TTM): 28.52X Cap: $1.40B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Real Matters Inc. (REAL $5.30)
  • $5.30 P/E (TTM): 194.2X Cap: $391M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Hello 5i, on a scale of 1-10, 1= little tariff impact, 10= big tariff impact, stay away from, how would you rate these 2 companies?
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris

Upvote 5

Read Answer Asked by Chris on March 05, 2025

• Hydro One Limited (H $48.86)
  • $48.86 P/E (TTM): 23.78X Cap: $28.99B
  • View H Profile
  • View Questions on H

Q: Hi,

Thanks for all your great advice. I particularly enjoyed your recent piece called: "5 inane U.S. policy moves that are spooking investors."

My question is:

If Premier Ford follows through on his 25% tariff on energy exports from Ontario (especially electricity), or even halts those exports, how will that likely impact Hydro One’s stock? Today (March 4) it is up almost 2%.

Thanks again, Michael

Upvote 5

Read Answer Asked by Michael on March 05, 2025

• Descartes Systems Group Inc. (The) (DSG $142.30)
  • $142.30 P/E (TTM): 62.7X Cap: $12.22B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $122.27)
  • $122.27 P/E (TTM): 19.45X Cap: $10.13B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $176.00)
  • $176.00 P/E (TTM): 11.6X Cap: $2.90B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $102.41)
  • $102.41 P/E (TTM): 10.52X Cap: $3.93B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Propel Holdings Inc. (PRL $36.17)
  • $36.17 P/E (TTM): 18.68X Cap: $1.42B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?

Thank you
Tim

Upvote 25

Read Answer Asked by Timothy on March 05, 2025

• Royal Bank of Canada (RY $181.21)
  • $181.21 P/E (TTM): 19.71X Cap: $257.04B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $102.17)
  • $102.17 P/E (TTM): 10.42X Cap: $175.38B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $76.69)
  • $76.69 P/E (TTM): 15.93X Cap: $94.66B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian National Railway Company (CNR $136.56)
  • $136.56 P/E (TTM): 19.08X Cap: $85.50B
  • View CNR Profile
  • View Questions on CNR
• Suncor Energy Inc. (SU $53.20)
  • $53.20 P/E (TTM): 10.7X Cap: $65.03B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $133B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $42.44)
  • $42.44 P/E (TTM): 11.72X Cap: $87.56B
  • View CNQ Profile
  • View Questions on CNQ
• Canadian Pacific Kansas City Limited (CP $106.52)
  • $106.52 P/E (TTM): 25.67X Cap: $98.93B
  • View CP Profile
  • View Questions on CP
• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $104.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Pembina Pipeline Corporation (PPL $50.64)
  • $50.64 P/E (TTM): 16.4X Cap: $29.18B
  • View PPL Profile
  • View Questions on PPL
• Alimentation Couche-Tard Inc. (ATD $76.81)
  • $76.81 P/E (TTM): 20.58X Cap: $72.68B
  • View ATD Profile
  • View Questions on ATD
• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.65)
  • $82.65 P/E (TTM): 43.26X Cap: $132.81B
  • View BAM Profile
  • View Questions on BAM

Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim

Upvote 32

Read Answer Asked by Timothy on March 05, 2025

Q: Hi 5i, in your response to Julie's question today on the economy can you provide key VIX and market levels, bond and stock, that would get you excited to deploy capital? Thx.

Upvote 28

Read Answer Asked by Christopher on March 04, 2025

Q: Now that tariffs are here, and Trump is playing hardball with Ukraine and the world, can you provide thoughts on what you think the markets, US and Canadian separately, will do? How far percentage wise might each drop? Looking for time horizons of up to 3 months, a year and then beyond. Realize this is new territory but 5i should have opinions.

Upvote 20

Read Answer Asked on March 04, 2025

• ARC Resources Ltd. (ARX $26.72)
  • $26.72 P/E (TTM): 11.92X Cap: $15.76B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $60.33)
  • $60.33 P/E (TTM): 18.06X Cap: $22.78B
  • View TOU Profile
  • View Questions on TOU

Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn

Upvote 3

Read Answer Asked by Glenn on March 04, 2025

• Tamarack Valley Energy Ltd. (TVE $5.09)
  • $5.09 P/E (TTM): 10.79X Cap: $2.56B
  • View TVE Profile
  • View Questions on TVE

Q: Hi team,
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean

Upvote 3

Read Answer Asked by Jean on March 04, 2025

• iShares Premium Money Market ETF (CMR $50.10)
  • $50.10 Cap: $874M
  • View CMR Profile
  • View Questions on CMR
• Global X High Interest Savings ETF (CASH $50.06)
  • $50.06 Cap: $4.72B
  • View CASH Profile
  • View Questions on CASH
• Global X 0-3 Month T-Bill ETF (CBIL $50.07)
  • $50.07 Cap: $765M
  • View CBIL Profile
  • View Questions on CBIL

Q: Hello I am 72 and fully invested in CDN and US equities. I am concerned about a bear market or a correction, and would like to reduce my equity risk.
Say for $250K , how would you invest between CASH, T-Bills, GIC, Bond ETF?
What are you suggestions?
Thanks
Carlo

Upvote 14

Read Answer Asked by Carlo on March 04, 2025

• Live Nation Entertainment Inc. (LYV $150.97)
  • $150.97 P/E (TTM): 50.66X Cap: $34.98B
  • View LYV Profile
  • View Questions on LYV
• Copart Inc. (CPRT $46.39)
  • $46.39 P/E (TTM): 30.28X Cap: $44.50B
  • View CPRT Profile
  • View Questions on CPRT

Q: Hello Team,

What are your thoughts on these two companies and which would be you favor if either as a strong compounder going forward?

Thanks,
Barry

Upvote 3

Read Answer Asked by Barry on March 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.89)
  • $38.89 P/E (TTM): 10.93X Cap: $4.78B
  • View VIU Profile
  • View Questions on VIU

Q: Would VIU be a good proxy for global exposure without North America?

Upvote 5

Read Answer Asked by Gregory on March 04, 2025

• iShares Core S&P 500 Index ETF (XUS $53.19)
  • $53.19 P/E (TTM): 57.87X Cap: $3.68B
  • View XUS Profile
  • View Questions on XUS
• Invesco S&P 500 Equal Weight ETF (RSP $185.89)
  • $185.89 P/E (TTM): 20.81X Cap: $73.67B
  • View RSP Profile
  • View Questions on RSP
• Invesco S&P 500 Equal Weight Index ETF (EQL $38.42)
  • $38.42 P/E (TTM): 19.17X Cap: $982M
  • View EQL Profile
  • View Questions on EQL

Q: Is there an ETF of the S&P 500 without the 35% tech component?

Upvote 4

Read Answer Asked by Steven on March 04, 2025

• Celestica Inc. (CLS $213.32)
  • $213.32 P/E (TTM): 46.54X Cap: $25.65B
  • View CLS Profile
  • View Questions on CLS

Q: Is this a massive buying opportunity opportunity for CLS? Should we expect it to bounce back irregardless of tariffs?

Upvote 6

Read Answer Asked by Rob on March 04, 2025

• Genius Sports Limited (GENI $10.65)
  • $10.65 Cap: $2.65B
  • View GENI Profile
  • View Questions on GENI

Q: What are your thoughts on GENI earnings. Do you consider stepping in or wait until Tariff issues are resolved.

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on March 04, 2025