Investment Q&A

• MDA Space Ltd. (MDA $43.25)
  • $43.25 P/E (TTM): 55.67X Cap: $5.30B
  • View MDA Profile
  • View Questions on MDA

Q: What is your view on MDA Space, trajectory of growth, competition and current valuation ?

Would you be comfortable starting a new position at current level ($27) ?

Would Trump's proposed 25% tariffs impact this co ?

Thank You

Upvote 9

Read Answer Asked by rajeev on November 28, 2024

• Royal Bank of Canada (RY $182.36)
  • $182.36 P/E (TTM): 19.69X Cap: $257.04B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $101.82)
  • $101.82 P/E (TTM): 10.34X Cap: $175.38B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $32.83)
  • $32.83 P/E (TTM): 77.38X Cap: $29.95B
  • View BCE Profile
  • View Questions on BCE
• Sun Life Financial Inc. (SLF $83.75)
  • $83.75 P/E (TTM): 15.6X Cap: $47.60B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• National Bank of Canada (NA $142.54)
  • $142.54 P/E (TTM): 13.65X Cap: $55.78B
  • View NA Profile
  • View Questions on NA
• Fortis Inc. (FTS $65.86)
  • $65.86 P/E (TTM): 19.59X Cap: $33.03B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $37.34)
  • $37.34 Cap: $24.57B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Emera Incorporated (EMA $63.28)
  • $63.28 P/E (TTM): 21.25X Cap: $18.85B
  • View EMA Profile
  • View Questions on EMA
• Brookfield Infrastructure Partners L.P. (BIP.UN $44.28)
  • $44.28 P/E (TTM): 539.78X Cap: $28.99B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.36)
  • $82.36 P/E (TTM): 43.81X Cap: $132.81B
  • View BAM Profile
  • View Questions on BAM

Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.

Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD

Upvote 14

Read Answer Asked by Doug on November 28, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.71)
  • $17.71 Cap: $2.43B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Good Day Team,

I am down 50% on LSPD at an average cost of 51CAD/share.

I figure if LSPD is sold today even at $30CAD/share, I would lose about 40% of the original investment which is about 2.25% of the total portfolio.

I can average down with enough funds to break even if the company is sold at $30 CAD. My hesitation is what if the company is NOT sold. I am sure the price will halve from where it is now. I am pretty sure you would hold and would suggest not to throw good money after bad.

Yet, I would like to ask for a high risk investor, would this be too risky a move?

Thanks as always!

Upvote 6

Read Answer Asked by Saeed on November 28, 2024

• Dominion Energy Inc. (D $57.69)
  • $57.69 P/E (TTM): 24.1X Cap: $49.19B
  • View D Profile
  • View Questions on D
• Duke Energy Corporation (Holding Company) (DUK $119.83)
  • $119.83 P/E (TTM): 19.64X Cap: $93.13B
  • View DUK Profile
  • View Questions on DUK
• NextEra Energy Inc. (NEE $76.17)
  • $76.17 P/E (TTM): 28.45X Cap: $156.80B
  • View NEE Profile
  • View Questions on NEE
• Capital Power Corporation (CPX $60.25)
  • $60.25 P/E (TTM): 12.96X Cap: $8.39B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• TransAlta Corporation (TA $16.76)
  • $16.76 Cap: $4.96B
  • View TA Profile
  • View Questions on TA

Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.

Upvote 5

Read Answer Asked by Michael on November 28, 2024

Q: Can you comment on the Service Titan IPO? TTAN is the ticker I believe

Upvote 2

Read Answer Asked by Danielle on November 28, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.96)
  • $46.96 P/E (TTM): 40.36X Cap: $2.95B
  • View XAW Profile
  • View Questions on XAW
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.91)
  • $38.91 P/E (TTM): 10.93X Cap: $4.78B
  • View VIU Profile
  • View Questions on VIU
• Global X Balanced Asset Allocation ETF (HBAL $16.32)
  • $16.32 P/E (TTM): 55.87X Cap: $159M
  • View HBAL Profile
  • View Questions on HBAL
• iShares Core Balanced ETF Portfolio (XBAL $31.23)
  • $31.23 P/E (TTM): 4.14X Cap: $1.46B
  • View XBAL Profile
  • View Questions on XBAL
• iShares Core 60/40 Balanced Allocation ETF (AOR $61.48)
  • $61.48 P/E (TTM): 40.8X Cap: $2.55B
  • View AOR Profile
  • View Questions on AOR

Q: In an effort to minimize currency exchange costs, I am using separate all-in-one etfs for my CAD and USD accounts. The xbal for the CAD and the AOR for the USD account. I would be interested to know your thoughts and whether this merits attention. The xbal and others similar have huge Canadian weight which I would be happy to avoid. On the USD side they seem to have this sorted. My biggest beef there is that it is very US heavy and frustratingly, not visible in the 5i database. Could you please advise on option of xbal and aor, and also please look into integration of the AOR and comparable series?
Thanks
Peter

Upvote 4

Read Answer Asked by Peter on November 28, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $7.79)
  • $7.79 P/E (TTM): 4.13X Cap: $218M
  • View DRX Profile
  • View Questions on DRX

Q: if there will be a 25% tariff implemented by Trump,what would be the potential damage be for DRX?

Upvote 10

Read Answer Asked by Kari on November 28, 2024

• Unilever PLC (UL $59.66)
  • $59.66 P/E (TTM): 22.38X Cap: $146.04B
  • View UL Profile
  • View Questions on UL
• Nestle SA ADR (NSRGY $96.23)
  • $96.23 P/E (TTM): 1.45X Cap: $252.24B
  • View NSRGY Profile
  • View Questions on NSRGY

Q: Your thoughts on these companies please,buy/hold/sell and if buy then in which order would you buy.Is there a large cap European etf that you like which includes these names?

Upvote 4

Read Answer Asked by John on November 28, 2024

• Enbridge Inc. (ENB $61.01)
  • $61.01 P/E (TTM): 22.88X Cap: $133B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Restaurant Brands International Inc. (QSR $94.30)
  • $94.30 P/E (TTM): 23.44X Cap: $42.87B
  • View QSR Profile
  • View Questions on QSR
• Toromont Industries Ltd. (TIH $127.45)
  • $127.45 P/E (TTM): 21.31X Cap: $10.36B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 34.28X Cap: $4.02B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.36)
  • $82.36 P/E (TTM): 43.81X Cap: $132.81B
  • View BAM Profile
  • View Questions on BAM

Q: What are your best ideas for income/dividend stocks/etfs in a non-registered account? Main goal is regular income.
Thank you.

Upvote 20

Read Answer Asked by A on November 28, 2024

• Toromont Industries Ltd. (TIH $127.45)
  • $127.45 P/E (TTM): 21.31X Cap: $10.36B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: please provide 3 current metrics that you used to value TIH. and compare to the last 3 years. will the proposed tariffs have a material effect on the company? thanks Richard

Upvote 4

Read Answer Asked by richard on November 28, 2024

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $2.85)
  • $2.85 P/E (TTM): 3.41X Cap: $255M
  • View DC.A Profile
  • View Questions on DC.A

Q: Is there potential in this stock?

Upvote 1

Read Answer Asked by Gary on November 28, 2024

• Booz Allen Hamilton Holding Corporation (BAH $109.32)
  • $109.32 P/E (TTM): 15.12X Cap: $13.57B
  • View BAH Profile
  • View Questions on BAH

Q: Please provide comment on BAH. Why the recent pullback? Buying opportunity?

Upvote 2

Read Answer Asked by Kelly on November 28, 2024

• Dollarama Inc. (DOL $187.73)
  • $187.73 P/E (TTM): 42.86X Cap: $52.04B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.48)
  • $191.48 P/E (TTM): 16.78X Cap: $10.56B
  • View CTC.A Profile
  • View Questions on CTC.A
• Alimentation Couche-Tard Inc. (ATD $76.67)
  • $76.67 P/E (TTM): 20.25X Cap: $72.68B
  • View ATD Profile
  • View Questions on ATD
• Aritzia Inc. Subordinate Voting Shares (ATZ $74.77)
  • $74.77 P/E (TTM): 37.84X Cap: $8.57B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Just looking for an updated view of Canadian Tire. Think there will be much of a retail bump with all the suggested “ tax breaks”.?

Upvote 6

Read Answer Asked by Jim on November 28, 2024

• Apple Inc. (AAPL $212.48)
  • $212.48 P/E (TTM): 32.89X Cap: $3.17T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $229.30)
  • $229.30 P/E (TTM): 36.83X Cap: $2.43T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $712.97)
  • $712.97 P/E (TTM): 27.53X Cap: $1.79T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $191.15)
  • $191.15 P/E (TTM): 20.75X Cap: $2.31T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $516.12)
  • $516.12 P/E (TTM): 75.93X Cap: $184.98B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $510.06)
  • $510.06 P/E (TTM): 39.45X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $171.38)
  • $171.38 P/E (TTM): 55.62X Cap: $4.18T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $762.18)
  • $762.18 P/E (TTM): 62.79X Cap: $722.34B
  • View LLY Profile
  • View Questions on LLY
• The Trade Desk Inc. (TTD $80.03)
  • $80.03 P/E (TTM): 97.82X Cap: $39.32B
  • View TTD Profile
  • View Questions on TTD
• Axon Enterprise Inc. (AXON $751.55)
  • $751.55 P/E (TTM): 182.63X Cap: $58.50B
  • View AXON Profile
  • View Questions on AXON
• CrowdStrike Holdings Inc. (CRWD $481.58)
  • $481.58 Cap: $120.03B
  • View CRWD Profile
  • View Questions on CRWD
• Jacobs Solutions Inc. (J $137.19)
  • $137.19 P/E (TTM): 38.41X Cap: $16.48B
  • View J Profile
  • View Questions on J
• Vertiv Holdings LLC Class A (VRT $126.21)
  • $126.21 P/E (TTM): 75.03X Cap: $48.09B
  • View VRT Profile
  • View Questions on VRT
• Amentum Holdings Inc. (AMTM $24.74)
  • $24.74 Cap: $6.01B
  • View AMTM Profile
  • View Questions on AMTM

Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Upvote 20

Read Answer Asked by Andrew on November 28, 2024

• Wolverine World Wide Inc. (WWW $20.88)
  • $20.88 P/E (TTM): 22.69X Cap: $1.65B
  • View WWW Profile
  • View Questions on WWW

Q: Wolverine Worldwide (WWW NYSE).

Worth buying or or just another useless company?

Thank you.

Upvote 2

Read Answer Asked by Ross on November 28, 2024

Q:

I have been using the method of "journal over " to my USD side of my TFSA. I do not need the funds until late next year. My question is, I would like to know if it matters to move BAM over now or wait. Does the CND being lower affect the move? I have a nice profit, does this affect the move? Thanks Gary

Upvote 6

Read Answer Asked by Gary on November 28, 2024

• South Bow Corporation (SOBO $36.36)
  • $36.36 P/E (TTM): 48.53X Cap: $7.57B
  • View SOBO Profile
  • View Questions on SOBO

Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill

Upvote 8

Read Answer Asked by Bill on November 28, 2024

• Eastman Kodak Company Common New (KODK $6.65)
  • $6.65 P/E (TTM): 14.29X Cap: $540M
  • View KODK Profile
  • View Questions on KODK

Q: This caught my eye today, up 8% and apparently with a cash position of about 1.2B, and more in cash than market value of about 500m?! New plant starting up soon…

I don’t even know how Kodak is still around… is this worth a higher risk play?

Upvote 3

Read Answer Asked by Cameron on November 28, 2024

Q: Is the new combined company Primo Brands Corp overvalued at these levels? Are they in too much debt due to the merger?

Upvote 3

Read Answer Asked by MG on November 28, 2024

• Canadian Pacific Kansas City Limited (CP $106.03)
  • $106.03 P/E (TTM): 25.75X Cap: $98.93B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $120.70)
  • $120.70 P/E (TTM): 19.52X Cap: $10.13B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: What’s your view on the transportation sector right now and companies such as TFII and CP? Will they be significantly impacted by US tariffs? Would these be a hold or more to another sector such as financials?

Upvote 7

Read Answer Asked by Gerry on November 28, 2024