Investment Q&A

• Amazon.com Inc. (AMZN $214.47)
  • $214.47 P/E (TTM): 32.86X Cap: $2.28T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $925.62)
  • $925.62 P/E (TTM): 68.56X Cap: $410.21B
  • View COST Profile
  • View Questions on COST
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Metro Inc. (MRU $95.96)
  • $95.96 P/E (TTM): 20.45X Cap: $20.87B
  • View MRU Profile
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• North West Company Inc. (The) (NWC $46.33)
  • $46.33 P/E (TTM): 16.27X Cap: $2.20B
  • View NWC Profile
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  • View Reports on NWC
• AstraZeneca PLC (AZN $83.83)
  • $83.83 P/E (TTM): 37.52X Cap: $263.14B
  • View AZN Profile
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Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?

Upvote 3

Read Answer Asked by Alex on January 28, 2025

• Apple Inc. (AAPL $247.45)
  • $247.45 P/E (TTM): 37.84X Cap: $3.67T
  • View AAPL Profile
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• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL

Q: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?

Upvote 6

Read Answer Asked by Don on January 22, 2025

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $182.11)
  • $182.11 P/E (TTM): 149.76X Cap: $5.14B
  • View KXS Profile
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  • View Reports on KXS
• TerraVest Industries Inc. (TVK $139.98)
  • $139.98 Cap: $3.03B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $90.08)
  • $90.08 P/E (TTM): 36.99X Cap: $10.38B
  • View ATZ Profile
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• Trisura Group Ltd. (TSU $36.58)
  • $36.58 P/E (TTM): 15.31X Cap: $1.74B
  • View TSU Profile
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  • View Reports on TSU
• Valhi Inc. (VHI $14.67)
  • $14.67 P/E (TTM): 4.29X Cap: $415M
  • View VHI Profile
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• Boyd Group Services Inc. (BYD $211.09)
  • $211.09 P/E (TTM): 418.16X Cap: $4.53B
  • View BYD Profile
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  • View Reports on BYD

Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Upvote 9

Read Answer Asked by sam on January 20, 2025

• Costco Wholesale Corporation (COST $925.62)
  • $925.62 P/E (TTM): 68.56X Cap: $410.21B
  • View COST Profile
  • View Questions on COST
• Constellation Software Inc. (CSU $3,855.64)
  • $3,855.64 P/E (TTM): 96.79X Cap: $81.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.75)
  • $139.75 P/E (TTM): 20.92X Cap: $1.66B
  • View HPS.A Profile
  • View Questions on HPS.A
• Construction Partners Inc. (ROAD $115.59)
  • $115.59 P/E (TTM): 85.29X Cap: $6.48B
  • View ROAD Profile
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• Propel Holdings Inc. (PRL $25.97)
  • $25.97 P/E (TTM): 12.37X Cap: $1.01B
  • View PRL Profile
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  • View Reports on PRL
• Lumine Group Inc. (LMN $36.81)
  • $36.81 P/E (TTM): 140.23X Cap: $9.44B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Upvote 15

Read Answer Asked by V on January 17, 2025

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL

Q: I notice recently that Dollarama is often near the bottom of your "recommendation" list. I know its currently overvalued but its price has dropped significanly lately. Is there a reason why its near the bottom of your list, why its price is dropping, and at what price it would be a good "buy"?

Upvote 7

Read Answer Asked by Rob on January 17, 2025

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL

Q: Jan 3, DOL was one of your top picks for Canadian stocks in 2025. Since that date all questions asking you to rate buys, DOL was always rated last. Please explain what you would do if had intended to hold the stock for another 3 years with a good embedded capital gain. Thank you

Upvote 7

Read Answer Asked by Richard on January 17, 2025

• Intuitive Surgical Inc. (ISRG $434.62)
  • $434.62 P/E (TTM): 60.67X Cap: $155.80B
  • View ISRG Profile
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• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Celestica Inc. (CLS $393.49)
  • $393.49 P/E (TTM): 60.33X Cap: $45.26B
  • View CLS Profile
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• Transdigm Group Incorporated (TDG $1,249.42)
  • $1,249.42 P/E (TTM): 41.05X Cap: $70.40B
  • View TDG Profile
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• Axon Enterprise Inc. (AXON $652.17)
  • $652.17 P/E (TTM): 159.49X Cap: $51.19B
  • View AXON Profile
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• Berkshire Hathaway Inc. (BRK.B $488.81)
  • $488.81 P/E (TTM): 17.01X Cap: $1.05T
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• Heico Corporation (HEI $307.37)
  • $307.37 P/E (TTM): 67.07X Cap: $42.78B
  • View HEI Profile
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Q: Please rank the following from best to worst for a long term hold. Thanks

Upvote 14

Read Answer Asked by Ben on January 13, 2025

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Descartes Systems Group Inc. (The) (DSG $133.61)
  • $133.61 P/E (TTM): 57.35X Cap: $11.48B
  • View DSG Profile
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  • View Reports on DSG
• TFI International Inc. (TFII $133.96)
  • $133.96 P/E (TTM): 20.63X Cap: $11.12B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Brookfield Corporation Class A Limited Voting Shares (BN $61.86)
  • $61.86 P/E (TTM): 105.65X Cap: $138.78B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $36.81)
  • $36.81 P/E (TTM): 140.23X Cap: $9.44B
  • View LMN Profile
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  • View Reports on LMN

Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!

Upvote 11

Read Answer Asked by Lada on January 07, 2025

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Descartes Systems Group Inc. (The) (DSG $133.61)
  • $133.61 P/E (TTM): 57.35X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Trisura Group Ltd. (TSU $36.58)
  • $36.58 P/E (TTM): 15.31X Cap: $1.74B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Brookfield Corporation Class A Limited Voting Shares (BN $61.86)
  • $61.86 P/E (TTM): 105.65X Cap: $138.78B
  • View BN Profile
  • View Questions on BN

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

• Canadian Natural Resources Limited (CNQ $42.49)
  • $42.49 P/E (TTM): 11.01X Cap: $88.75B
  • View CNQ Profile
  • View Questions on CNQ
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Propel Holdings Inc. (PRL $25.97)
  • $25.97 P/E (TTM): 12.37X Cap: $1.01B
  • View PRL Profile
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  • View Reports on PRL
• South Bow Corporation (SOBO $37.20)
  • $37.20 P/E (TTM): 20.3X Cap: $7.74B
  • View SOBO Profile
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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

• Broadcom Inc. (AVGO $354.15)
  • $354.15 P/E (TTM): 89.63X Cap: $1.67T
  • View AVGO Profile
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• Salesforce Inc. (CRM $246.00)
  • $246.00 P/E (TTM): 34.39X Cap: $234.19B
  • View CRM Profile
  • View Questions on CRM
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Brookfield Renewable Partners L.P. (BEP.UN $40.36)
  • $40.36 Cap: $26.55B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• The Trade Desk Inc. (TTD $49.90)
  • $49.90 P/E (TTM): 61.57X Cap: $24.39B
  • View TTD Profile
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• kneat.com inc. (KSI $5.66)
  • $5.66 Cap: $537M
  • View KSI Profile
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  • View Reports on KSI
• Condor Resources Inc. (CN $0.19)
  • $0.19 Cap: $29M
  • View CN Profile
  • View Questions on CN
• Applovin Corporation (APP $605.68)
  • $605.68 P/E (TTM): 85.68X Cap: $204.87B
  • View APP Profile
  • View Questions on APP

Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.

Upvote 10

Read Answer Asked by Judith on January 06, 2025

• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,952.31)
  • $4,952.31 P/E (TTM): 35.42X Cap: $160.50B
  • View BKNG Profile
  • View Questions on BKNG
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Brookfield Renewable Partners L.P. (BEP.UN $40.36)
  • $40.36 Cap: $26.55B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.10)
  • $220.10 P/E (TTM): 87.96X Cap: $285.99B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Constellation Energy Corporation (CEG $396.53)
  • $396.53 P/E (TTM): 42.17X Cap: $123.87B
  • View CEG Profile
  • View Questions on CEG

Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Upvote 32

Read Answer Asked by Marty on January 03, 2025

• Welltower Inc. (WELL $172.08)
  • $172.08 P/E (TTM): 96.82X Cap: $115.09B
  • View WELL Profile
  • View Questions on WELL
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.75)
  • $139.75 P/E (TTM): 20.92X Cap: $1.66B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $5.66)
  • $5.66 Cap: $537M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Tennessee Valley Authority (TVE $23.94)
  • $23.94 Cap: $1.03B
  • View TVE Profile
  • View Questions on TVE
• Valhi Inc. (VHI $14.67)
  • $14.67 P/E (TTM): 4.29X Cap: $415M
  • View VHI Profile
  • View Questions on VHI
• Propel Holdings Inc. (PRL $25.97)
  • $25.97 P/E (TTM): 12.37X Cap: $1.01B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• D2L Inc. Subordinate Voting Shares (DTOL $18.07)
  • $18.07 P/E (TTM): 22.27X Cap: $990M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.

Upvote 22

Read Answer Asked by Merrilyn on December 11, 2024

• Constellation Software Inc. (CSU $3,855.64)
  • $3,855.64 P/E (TTM): 96.79X Cap: $81.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $277.99)
  • $277.99 P/E (TTM): 46.16X Cap: $36.28B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $133.96)
  • $133.96 P/E (TTM): 20.63X Cap: $11.12B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD $73.35)
  • $73.35 P/E (TTM): 19.33X Cap: $68.99B
  • View ATD Profile
  • View Questions on ATD
• goeasy Ltd. (GSY $163.37)
  • $163.37 P/E (TTM): 9.59X Cap: $2.62B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.76)
  • $46.76 P/E (TTM): 16.81X Cap: $666M
  • View XSU Profile
  • View Questions on XSU
• Propel Holdings Inc. (PRL $25.97)
  • $25.97 P/E (TTM): 12.37X Cap: $1.01B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Please rank the following companies on growth for the following 1 year and 3 to 5 years span. I own all of them in taxable account some of them for 5 years+ and plan to start moving some into my TFSA. As you can notice I like your recommandations.

Thank you,

Yves

Upvote 23

Read Answer Asked by Yves on December 11, 2024

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Alimentation Couche-Tard Inc. (ATD $73.35)
  • $73.35 P/E (TTM): 19.33X Cap: $68.99B
  • View ATD Profile
  • View Questions on ATD

Q: Hi, what would your thoughts be on swapping ATD for DOL? Long term holder. Thanks

Upvote 3

Read Answer Asked by William on December 10, 2024

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Restaurant Brands International Inc. (QSR $94.71)
  • $94.71 P/E (TTM): 26.25X Cap: $43.07B
  • View QSR Profile
  • View Questions on QSR
• Descartes Systems Group Inc. (The) (DSG $133.61)
  • $133.61 P/E (TTM): 57.35X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Russel Metals Inc. (RUS $40.83)
  • $40.83 P/E (TTM): 14.31X Cap: $2.28B
  • View RUS Profile
  • View Questions on RUS
• Thomson Reuters Corporation (TRI $219.75)
  • $219.75 P/E (TTM): 44.23X Cap: $99.03B
  • View TRI Profile
  • View Questions on TRI

Q: I feel I have too many small positions (2% or less) in a diversified RRIF. All are above water except for DOL which is the most recent buy. Could I have your input re eliminating 2 (or 3) of the holdings and applying the funds to the other 3 (or 2)? Thank you.

Upvote 9

Read Answer Asked by Harvey on December 10, 2024

• Intuitive Surgical Inc. (ISRG $434.62)
  • $434.62 P/E (TTM): 60.67X Cap: $155.80B
  • View ISRG Profile
  • View Questions on ISRG
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.30)
  • $122.30 P/E (TTM): 16.05X Cap: $27.44B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Stantec Inc. (STN $154.93)
  • $154.93 P/E (TTM): 41.47X Cap: $17.67B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Celestica Inc. (CLS $393.49)
  • $393.49 P/E (TTM): 60.33X Cap: $45.26B
  • View CLS Profile
  • View Questions on CLS
• Old Dominion Freight Line Inc. (ODFL $138.10)
  • $138.10 P/E (TTM): 26.37X Cap: $28.38B
  • View ODFL Profile
  • View Questions on ODFL
• Heico Corporation (HEI $307.37)
  • $307.37 P/E (TTM): 67.07X Cap: $42.78B
  • View HEI Profile
  • View Questions on HEI
• Brookfield Corporation Class A Limited Voting Shares (BN $61.86)
  • $61.86 P/E (TTM): 105.65X Cap: $138.78B
  • View BN Profile
  • View Questions on BN

Q: Please rank the following for purchasing (10years +)
Thanks

Upvote 11

Read Answer Asked by Ben on December 10, 2024

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• North West Company Inc. (The) (NWC $46.33)
  • $46.33 P/E (TTM): 16.27X Cap: $2.20B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Premium Brands Holdings Corporation (PBH $96.20)
  • $96.20 P/E (TTM): 46.77X Cap: $4.29B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?

Upvote 6

Read Answer Asked by jacques on December 09, 2024

• BCE Inc. (BCE $33.28)
  • $33.28 P/E (TTM): 72.2X Cap: $31.03B
  • View BCE Profile
  • View Questions on BCE
• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL
• Northland Power Inc. (NPI $25.02)
  • $25.02 Cap: $6.54B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Descartes Systems Group Inc. (The) (DSG $133.61)
  • $133.61 P/E (TTM): 57.35X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Hydro One Limited (H $51.90)
  • $51.90 P/E (TTM): 24.84X Cap: $31.12B
  • View H Profile
  • View Questions on H
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.43)
  • $57.43 Cap: $21.35B
  • View BEPC Profile
  • View Questions on BEPC
• Brookfield Corporation Class A Limited Voting Shares (BN $61.86)
  • $61.86 P/E (TTM): 105.65X Cap: $138.78B
  • View BN Profile
  • View Questions on BN
• A & W Food Services of Canada Inc. (AW $37.97)
  • $37.97 P/E (TTM): 21.97X Cap: $911M
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: Three to five year time frame
Stocks to sell and name to replace with growth stock

BCE, NPI, AW.UN BEPC

Upvote 15

Read Answer Asked by Harold on December 04, 2024

• Dollarama Inc. (DOL $180.73)
  • $180.73 P/E (TTM): 38.98X Cap: $49.95B
  • View DOL Profile
  • View Questions on DOL

Q: Hi 5i,

Can you comment Dollarama earning? Would you add to an existing poaition on this dip or wait?

Thank you

Upvote 9

Read Answer Asked by Francois on December 04, 2024