Investment Q&A

• Broadcom Inc. (AVGO $349.32)
  • $349.32 P/E (TTM): 71.88X Cap: $1.65T
  • View AVGO Profile
  • View Questions on AVGO
• International Business Machines Corporation (IBM $303.78)
  • $303.78 P/E (TTM): 36.13X Cap: $283.95B
  • View IBM Profile
  • View Questions on IBM
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.06)
  • $128.06 P/E (TTM): 17.45X Cap: $27.80B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Stella-Jones Inc. (SJ $86.51)
  • $86.51 P/E (TTM): 14.0X Cap: $4.75B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Topicus.com Inc. (TOI $126.35)
  • $126.35 P/E (TTM): 1052.17X Cap: $10.63B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Upvote 9

Read Answer Asked by Leah on April 25, 2025

• MDA Space Ltd. (MDA $27.00)
  • $27.00 P/E (TTM): 31.75X Cap: $3.41B
  • View MDA Profile
  • View Questions on MDA

Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Aecon Group Inc. (ARE $31.95)
  • $31.95 P/E (TTM): 318.5X Cap: $2.02B
  • View ARE Profile
  • View Questions on ARE

Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: When do you expect Well to release first quarter results?

Upvote 4

Read Answer Asked by Robert on April 25, 2025

• Eli Lilly and Company (LLY $1,071.64)
  • $1,071.64 P/E (TTM): 52.67X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• WSP Global Inc. (WSP $251.20)
  • $251.20 P/E (TTM): 37.28X Cap: $32.80B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Novo Nordisk A/S (NVO $51.61)
  • $51.61 P/E (TTM): 13.56X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• WSP Global Inc. (WSP $251.20)
  • $251.20 P/E (TTM): 37.28X Cap: $32.80B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: If CDPQ continues to own 14%, after sale of 1.6% interest and still being the largest shareholder of WSP Global, would you consider the 4% drop as a nice opportunity to add ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $166.26)
  • $166.26 P/E (TTM): 62.74X Cap: $63.56B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $90.03)
  • $90.03 Cap: $21.43B
  • View NBIS Profile
  • View Questions on NBIS

Q: Which offers the best return over the next 5 years, Nbis or Vrt?

Upvote 10

Read Answer Asked by Terry on April 25, 2025

• AbbVie Inc. (ABBV $228.79)
  • $228.79 P/E (TTM): 173.98X Cap: $404.35B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,071.64)
  • $1,071.64 P/E (TTM): 52.67X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $105.04)
  • $105.04 P/E (TTM): 13.84X Cap: $260.71B
  • View MRK Profile
  • View Questions on MRK

Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Upvote 3

Read Answer Asked by Gary on April 25, 2025

• Agnico Eagle Mines Limited (AEM $248.36)
  • $248.36 P/E (TTM): 30.76X Cap: $124.85B
  • View AEM Profile
  • View Questions on AEM

Q: This Co pays dividend in USD. In a Non Regd account, does it make sense to hold the shares on the USD side or CDN ?

Thank You

Upvote 2

Read Answer Asked by rajeev on April 25, 2025

• Axon Enterprise Inc. (AXON $591.02)
  • $591.02 P/E (TTM): 190.29X Cap: $46.63B
  • View AXON Profile
  • View Questions on AXON
• Curtiss-Wright Corporation (CW $569.54)
  • $569.54 P/E (TTM): 46.3X Cap: $19.67B
  • View CW Profile
  • View Questions on CW
• Comfort Systems USA Inc. (FIX $965.37)
  • $965.37 P/E (TTM): 40.27X Cap: $34.04B
  • View FIX Profile
  • View Questions on FIX
• Construction Partners Inc. (ROAD $111.99)
  • $111.99 P/E (TTM): 61.57X Cap: $6.33B
  • View ROAD Profile
  • View Questions on ROAD
• Sterling Infrastructure Inc. (STRL $315.87)
  • $315.87 P/E (TTM): 34.06X Cap: $9.70B
  • View STRL Profile
  • View Questions on STRL
• IES Holdings Inc. (IESC $408.23)
  • $408.23 P/E (TTM): 26.75X Cap: $8.10B
  • View IESC Profile
  • View Questions on IESC
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 57.32X
  • View HWM.W Profile
  • View Questions on HWM.W
• Trane Technologies plc (TT $393.74)
  • $393.74 P/E (TTM): 30.01X Cap: $87.30B
  • View TT Profile
  • View Questions on TT

Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $166.26)
  • $166.26 P/E (TTM): 62.74X Cap: $63.56B
  • View VRT Profile
  • View Questions on VRT

Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• WSP Global Inc. (WSP $251.20)
  • $251.20 P/E (TTM): 37.28X Cap: $32.80B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.

Upvote 2

Read Answer Asked on April 25, 2025

• Goosehead Insurance Inc. (GSHD $75.09)
  • $75.09 P/E (TTM): 65.79X Cap: $2.76B
  • View GSHD Profile
  • View Questions on GSHD

Q: Is there anything from the recent GSHD earnings that impact your outlook for the company?

Upvote 2

Read Answer Asked by Andrew on April 25, 2025

• Vanguard FTSE Emerging Markets ETF (VWO $53.70)
  • $53.70 P/E (TTM): 4.67X Cap: $103.55B
  • View VWO Profile
  • View Questions on VWO
• Vanguard Total International Stock (VXUS $75.55)
  • $75.55 P/E (TTM): 9.49X Cap: $108.92B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard FTSE Developed Markets ETF (VEA $62.54)
  • $62.54 P/E (TTM): 11.79X Cap: $181.28B
  • View VEA Profile
  • View Questions on VEA
• Invesco CurrencyShares Euro Trust (FXE $108.77)
  • $108.77 Cap: $435M
  • View FXE Profile
  • View Questions on FXE
• Invesco CurrencyShares Japanese Yen Trust (FXY $58.83)
  • $58.83 P/E (TTM): 8.43X Cap: $476M
  • View FXY Profile
  • View Questions on FXY

Q: I would like to hedge my US Investments from a falling US dollar. I have USD cash to deploy and I am looking at IGOV the IShares International Treasury Bond ETF and BWX the SPDR Bloomberg International Treasury Bond ETF. What do you think of these ETF's as hedges to the USD, and do you have any alternative solutions? Thank you for your assistance.

Upvote 3

Read Answer Asked by John on April 25, 2025

• TFI International Inc. (TFII $144.63)
  • $144.63 P/E (TTM): 27.54X Cap: $11.90B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Very curious about your response yesterday on TFI International when you stated "Backhaul is really bad, but this is also a tariff situation (nothing is coming back to Canada)." What would these truckers normally haul back to Canada i.e. industrial or consumer products? Just curious if the Canadian sentiment to avoid buying US goods is having an impact.

Upvote 4

Read Answer Asked by Brendon on April 25, 2025

• QUALCOMM Incorporated (QCOM $174.75)
  • $174.75 P/E (TTM): 34.77X Cap: $187.15B
  • View QCOM Profile
  • View Questions on QCOM
• Corning Incorporated (GLW $89.34)
  • $89.34 P/E (TTM): 55.95X Cap: $76.59B
  • View GLW Profile
  • View Questions on GLW
• International Business Machines Corporation (IBM $303.78)
  • $303.78 P/E (TTM): 36.13X Cap: $283.95B
  • View IBM Profile
  • View Questions on IBM

Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 3

Read Answer Asked by Gregory on April 25, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.06)
  • $128.06 P/E (TTM): 17.45X Cap: $27.80B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $204.69)
  • $204.69 P/E (TTM): 43.38X Cap: $56.04B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $174.92)
  • $174.92 P/E (TTM): 106.01X Cap: $4.90B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY $130.49)
  • $130.49 P/E (TTM): 9.6X Cap: $2.09B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $164.36)
  • $164.36 Cap: $3.56B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Endeavour Mining plc Ordinary Shares (EDV $73.08)
  • $73.08 P/E (TTM): 31.76X Cap: $17.63B
  • View EDV Profile
  • View Questions on EDV
• Celestica Inc. (CLS $303.46)
  • $303.46 P/E (TTM): 50.72X Cap: $34.94B
  • View CLS Profile
  • View Questions on CLS
• Sun Life Financial Inc. (SLF $62.52)
  • $62.52 P/E (TTM): 21.36X Cap: $34.89B
  • View SLF Profile
  • View Questions on SLF
• MDA Space Ltd. (MDA $27.00)
  • $27.00 P/E (TTM): 31.75X Cap: $3.41B
  • View MDA Profile
  • View Questions on MDA

Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Upvote 18

Read Answer Asked by Dorothy on April 25, 2025

Q: Hello! What is your opinion of CanFirst investing? Looks a bit too good to be true.

Upvote 1

Read Answer Asked by Lynn on April 25, 2025

• Aecon Group Inc. (ARE $31.95)
  • $31.95 P/E (TTM): 318.5X Cap: $2.02B
  • View ARE Profile
  • View Questions on ARE

Q: With Aecon being down roughly 50% in the last 3 months do you it’s a buy here and do you see any further downside,your thoughts on the company…Thanks

Upvote 2

Read Answer Asked by Greg on April 25, 2025

• Berkshire Hathaway Inc. (BRK.B $500.51)
  • $500.51 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B
• Berkshire Hathaway CDR (CAD Hedged) (BRK $36.75)
  • $36.75 P/E (TTM): 0.01X Cap: $1.47T
  • View BRK Profile
  • View Questions on BRK

Q: I am living in Canada now, and using $CAD most of the time. Due to the Tariff, I worry about the USD will be weak and CAD may become stronger in further. Therefore, I would like to sell 1/3 of BRK.B and covert to all CAD. Also, what kind of Canadian stocks should I buy, which able to have better return like BRK.B? Also, do you think the BRK.B is still able to strong under the Tariff situation. Would you please kindly advise.

Upvote 9

Read Answer Asked by kwokwai on April 25, 2025