Investment Q&A

• Citigroup Inc. (C $94.00)
  • $94.00 P/E (TTM): 14.66X Cap: $173.04B
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Q: Hello.

What are your thoughts on Citi these days? It seems to be getting a lot of positive attention following the restructuring(s) from last year, and seems to be a large US bank favourite for many well known analysts.

Any concerns if one was to consider initiating a 2% position?

Thanks as always.

Upvote 2

Read Answer Asked by Trevor on January 07, 2025

• AeroVironment Inc. (AVAV $262.48)
  • $262.48 P/E (TTM): 176.05X Cap: $12.43B
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Q: The second part of my question was maybe unclear. Understanding that portfolio weights are personal, what maximum weight would YOU be comfortable holding AVAV?
Thanks

Upvote 1

Read Answer Asked by Marco on January 07, 2025

• Enerflex Ltd. (EFX $10.87)
  • $10.87 P/E (TTM): 13.59X Cap: $1.35B
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Q: What is propelling this sudden upward move?

Upvote 1

Read Answer Asked by shirley on January 07, 2025

• Enterprise Group Inc. (E $1.67)
  • $1.67 P/E (TTM): 38.18X Cap: $130M
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Q: What are your thoughts on this company? As it recently finished a bought deal at $1.9 w/ strong interest and with good prospects on the natural gas turbines for O&G sites along with potential access to mining industries it seems it has good head winds for these cheaper and environmentally-friendly solutions.


One risk seems to be their over reliance on their turbine manufacturer where they have an agreement for Western Canada but nowhere else as of now.

With >35% insider ownership and a consistent shift away from pure oilfield services, what are your thoughts on starting a position? If so, what is a good entry point?

Upvote 3

Read Answer Asked by Cathy on January 07, 2025

• Dollarama Inc. (DOL $185.80)
  • $185.80 P/E (TTM): 42.86X Cap: $52.04B
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• Descartes Systems Group Inc. (The) (DSG $142.30)
  • $142.30 P/E (TTM): 62.7X Cap: $12.22B
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• Trisura Group Ltd. (TSU $43.69)
  • $43.69 P/E (TTM): 19.17X Cap: $2.08B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
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Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.

Upvote 6

Read Answer Asked by Lada on January 07, 2025

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $104.49B
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Q: I hold CSU and want to trim a position since it is up above 400% If I trim CSU position what would happen to WS-CSU position would that also be trim or it would have no impact.

Thanks for the great service

Upvote 4

Read Answer Asked by Hector on January 07, 2025

• Celestica Inc. (CLS $213.32)
  • $213.32 P/E (TTM): 46.54X Cap: $25.65B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $228.06B
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• WELL Health Technologies Corp. (WELL $4.68)
  • $4.68 Cap: $1.16B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
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• Lumine Group Inc. (LMN $52.00)
  • $52.00 Cap: $13.32B
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Q: In what order would you add to a TFSA the following: LMN, CLS, SHOP, BN, WELL

Always appreciate your excellent service.

Thank you.

Howard

Upvote 19

Read Answer Asked by Howard on January 07, 2025

• Carnival Corporation (CCL $29.89)
  • $29.89 P/E (TTM): 15.68X Cap: $40.39B
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Q: Hello,
Could I please get an update on CCL and your thoughts on the company?

In your opinion would it be a good time to add to this stock?

Upvote 1

Read Answer Asked by Dominic on January 07, 2025

• NVIDIA Corporation (NVDA $167.01)
  • $167.01 P/E (TTM): 55.28X Cap: $4.18T
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• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $104.49B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
  • View BN Profile
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Q: I am planning to deploy the $7000 in the TFSA sometime next week. The TFSA is growth focused and for a long term hold (5-10+ years).

These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.

Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?

Upvote 9

Read Answer Asked by Anh on January 07, 2025

• S&P/TSX Composite Index (TSX $27,364.43)
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Q: Happy New Year. Could you please post Total Returns 2024 (including distributions) for the TSX, NASDAQ & S&P markets? Thanks

Upvote 3

Read Answer Asked by jacques on January 07, 2025

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $104.49B
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Q: With the price decline in CSU, would you buy for a TFSA now?

Upvote 10

Read Answer Asked on January 07, 2025

• BMO Covered Call Utilities ETF (ZWU $11.23)
  • $11.23 P/E (TTM): 47.01X Cap: $1.95B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.90)
  • $24.90 P/E (TTM): 38.82X Cap: $554M
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Q: I have both ZWU and ZUT in an RRSP account. For the next 5+ years, should I continue to hold both, or only one. If one, please supply your reasons. ZWU pays a much higher dividend, and has ZUT as it's largest holding, but over the last 5 years it has underperformed ZUT. Is it a case of deciding whether I want more potential growth or more potential income?

Upvote 3

Read Answer Asked by Grant on January 07, 2025

• PepsiCo Inc. (PEP $146.04)
  • $146.04 P/E (TTM): 20.84X Cap: $193.99B
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Q: Why would PEP be breaking down the way it is? Nose diving since last Sept. It's a good div. growth stock, would you recommend adding?

Thanks Ron

Upvote 1

Read Answer Asked by Ronald on January 07, 2025

• Canadian Natural Resources Limited (CNQ $42.44)
  • $42.44 P/E (TTM): 11.72X Cap: $87.56B
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• Dollarama Inc. (DOL $185.80)
  • $185.80 P/E (TTM): 42.86X Cap: $52.04B
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• Propel Holdings Inc. (PRL $36.17)
  • $36.17 P/E (TTM): 18.68X Cap: $1.42B
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• South Bow Corporation (SOBO $36.15)
  • $36.15 P/E (TTM): 47.84X Cap: $7.57B
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Q: In an unregistered account, what order would you add to PRL, DOL, SOBO, CNQ for a long term hold? Thank you.

Upvote 10

Read Answer Asked by Gary on January 07, 2025

• Cintas Corporation (CTAS $219.68)
  • $219.68 P/E (TTM): 51.22X Cap: $89.36B
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• Novo Nordisk A/S (NVO $66.78)
  • $66.78 P/E (TTM): 18.31X Cap: $363.68B
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Q: I have 2 Stocks in my Portfolio both of which have taken large hits recently resulting in sizeable pullbacks.

Both of these companies seemed to previously be doing well.

Would u say these stocks developed valuation issues or there was a material change in their fortunes currently or perceived going forward?

Would u hold, Buy more or sell these stocks at this point?

Upvote 2

Read Answer Asked by Craig on January 07, 2025

• Mackenzie Floating Rate Income ETF (MFT $16.55)
  • $16.55 Cap: $560M
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Q: I have held this for years, down 20%. Is the 9.44% yield a red flag?

Upvote 1

Read Answer Asked by Peter on January 07, 2025

• Applovin Corporation (APP $350.00)
  • $350.00 P/E (TTM): 66.24X Cap: $123.90B
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Q: Happy new year to the 5i team and readers! In your Jan.6th answer to Judith you ranked App no.1. Can you please elaborate on why it’s a top pick and comment on valuation. I am concerned about valuation - but then again, I’ve sold many a growth stock prematurely due to this concern and missed out on gains!

Jason

Upvote 4

Read Answer Asked by Jason on January 07, 2025

• Alphabet Inc. (GOOG $192.11)
  • $192.11 P/E (TTM): 21.33X Cap: $2.31T
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• JPMorgan Chase & Co. (JPM $291.43)
  • $291.43 P/E (TTM): 14.28X Cap: $808.63B
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• WSP Global Inc. (WSP $281.68)
  • $281.68 P/E (TTM): 51.93X Cap: $37.10B
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• Thomson Reuters Corporation (TRI $275.61)
  • $275.61 P/E (TTM): 42.51X Cap: $125.37B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
  • View BN Profile
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Q: I have some money sitting on the sidelines. What would be your top 5 stocks to buy this year? Looking for modest growth and not high risk.

Thanks

Upvote 27

Read Answer Asked by David C. on January 07, 2025

• Chevron Corporation (CVX $150.04)
  • $150.04 P/E (TTM): 17.11X Cap: $261.39B
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• Marathon Petroleum Corporation (MPC $175.25)
  • $175.25 P/E (TTM): 24.09X Cap: $53.72B
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• Phillips 66 (PSX $126.16)
  • $126.16 P/E (TTM): 28.39X Cap: $51.37B
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• Valero Energy Corporation (VLO $145.11)
  • $145.11 P/E (TTM): 49.92X Cap: $45.81B
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• Exxon Mobil Corporation (XOM $108.54)
  • $108.54 P/E (TTM): 14.33X Cap: $465.65B
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Q: For various geopolitical and economical reason's, I am now looking for a fully integrated US energy Cie,including a significant % of natural gaz and transportation , located in "safer places "..I like CVX , but I will appreciate your ranking in this perspective,even if these 2 Cies are not included!

Upvote 2

Read Answer Asked by Jean-Yves on January 07, 2025

• Mackenzie Canadian Equity Index ETF (QCN $166.96)
  • $166.96 P/E (TTM): 20.39X Cap: $1.74B
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Q: Is this ETF good?

Upvote 1

Read Answer Asked by Danielle on January 07, 2025