Investment Q&A

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Long time holder of ONEX. The 10 year chart is less then inspiring, could I get your opinion of this company. Continue to hold or move on? Thanks Ron

Upvote 2

Read Answer Asked by Ronald on March 17, 2026

• Canadian Natural Resources Limited (CNQ $67.49)
  • $67.49 P/E (TTM): 21.05X Cap: $140.07B
  • View CNQ Profile
  • View Questions on CNQ
• Fortis Inc. (FTS $79.03)
  • $79.03 P/E (TTM): 22.95X Cap: $40.50B
  • View FTS Profile
  • View Questions on FTS
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• TFI International Inc. (TFII $138.17)
  • $138.17 P/E (TTM): 35.89X Cap: $11.35B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $38.07)
  • $38.07 P/E (TTM): 2.46X Cap: $614M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN

Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Upvote 6

Read Answer Asked by Matt on January 02, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,409.22)
  • $2,409.22 P/E (TTM): 8.02X Cap: $50.84B
  • View FFH Profile
  • View Questions on FFH
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Hello 5i,
Could you please comment on their recent quarterly results and where you see the stocks in the next 12 months?
Where would be a good entry price?
Thank you
Robert

Upvote 2

Read Answer Asked by Mariusz on November 14, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,409.22)
  • $2,409.22 P/E (TTM): 8.02X Cap: $50.84B
  • View FFH Profile
  • View Questions on FFH
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• Pinetree Capital Ltd. (PNP $9.30)
  • $9.30 P/E (TTM): 3.15X Cap: $87M
  • View PNP Profile
  • View Questions on PNP
• Berkshire Hathaway Inc. (BRK.B $484.47)
  • $484.47 P/E (TTM): 0.04X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN

Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Upvote 5

Read Answer Asked by James on May 01, 2025

• Constellation Software Inc. (CSU $2,567.93)
  • $2,567.93 P/E (TTM): 77.81X Cap: $54.99B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Are you aware of any other public companies that require employees/management to purchase shares on the open market with portions of their salaries/bonuses?
Thanks

Upvote 2

Read Answer Asked by Curtis on January 08, 2025

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Could you please provide your opinion on Onex Corporation's offer to repurchase for cancellation up to $400,000,000 of its subordinate voting shares. Would you sell or hold at this time?

Thank you so much!

Upvote 2

Read Answer Asked by Barbara on November 27, 2024

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• KKR & Co. Inc. (KKR $90.63)
  • $90.63 P/E (TTM): 36.79X Cap: $79.32B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $113.53)
  • $113.53 P/E (TTM): 27.61X Cap: $83.12B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $111.20)
  • $111.20 P/E (TTM): 18.67X Cap: $62.96B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $105.97)
  • $105.97 P/E (TTM): 62.27X Cap: $34.91B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN

Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.

Upvote 8

Read Answer Asked by Hector on September 23, 2024

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Good Morning all.

I currently have a portfolio weighting of 18.1% financials versus the recommended 15%. Individual stocks at 1/2 to full positions include the 4 banks, SLF, ING, MA, TSU, ONEX, BN and BAM. (I do need to consolidate I think).

All have been doing more or less what I would expect; except ONEX. It has been a frustrating stock to own, with a downtrend for the years, in my view, a management enrichment program.

The question - would it make more sense to shed this stock and perhaps one of the banks, then roll the funds into a BN or BAM.

Thanks as always!

Dave

Upvote 1

Read Answer Asked by Dave on August 07, 2024

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Would ONEX be considered a sort-of private equity type investment that long term could be used as portfolio diversifier? Thanks Ron

Upvote 3

Read Answer Asked by Ronald on June 17, 2024

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Please comment on its most recent Q. Would you continue to hold or is there another name which you would buy as a replacement? Is BN or CSU a good proxy?

Upvote 1

Read Answer Asked by John on May 17, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,409.22)
  • $2,409.22 P/E (TTM): 8.02X Cap: $50.84B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $2,567.93)
  • $2,567.93 P/E (TTM): 77.81X Cap: $54.99B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• Kinaxis Inc. (KXS $136.38)
  • $136.38 P/E (TTM): 40.64X Cap: $3.74B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Alimentation Couche-Tard Inc. (ATD $78.69)
  • $78.69 P/E (TTM): 22.52X Cap: $76.80B
  • View ATD Profile
  • View Questions on ATD
• Tucows Inc. (TC $21.57)
  • $21.57 Cap: $243M
  • View TC Profile
  • View Questions on TC

Q: Good past performers were TC. FFH. ONEX,CSU, KXS ATD

What do you think of theses next 3 Years. Could you rank your choices Thank You RAK

Upvote 4

Read Answer Asked by bob on January 19, 2024

• CVS Health Corporation (CVS $73.02)
  • $73.02 P/E (TTM): 54.96X Cap: $95.17B
  • View CVS Profile
  • View Questions on CVS
• Eli Lilly and Company (LLY $918.05)
  • $918.05 P/E (TTM): 43.1X Cap: $879.01B
  • View LLY Profile
  • View Questions on LLY
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,409.22)
  • $2,409.22 P/E (TTM): 8.02X Cap: $50.84B
  • View FFH Profile
  • View Questions on FFH
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.79)
  • $34.79 P/E (TTM): 12.47X Cap: $380M
  • View ZUB Profile
  • View Questions on ZUB
• Blackstone Inc. (BX $113.53)
  • $113.53 P/E (TTM): 27.61X Cap: $83.12B
  • View BX Profile
  • View Questions on BX
• Novo Nordisk A/S (NVO $37.45)
  • $37.45 P/E (TTM): 10.84X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• BMO Covered Call US Banks ETF (ZWK $24.46)
  • $24.46 P/E (TTM): 13.16X Cap: $313M
  • View ZWK Profile
  • View Questions on ZWK
• Berkshire Hathaway Inc 0.000% Senior Notes 2025 (BRK.25)
  • P/E (TTM): 4.29X
  • View BRK.25 Profile
  • View Questions on BRK.25
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.30)
  • $60.30 P/E (TTM): 29.3X Cap: $99.76B
  • View BAM Profile
  • View Questions on BAM

Q: Hi Group can you give me your thoughts on 2 Financial + 2 healthcare
stocks. The above picks are just shots in the dark are there others you like better or? also short explanation with you suggestions would be helpful

Upvote 7

Read Answer Asked by Terence on December 18, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• KKR & Co. Inc. (KKR $90.63)
  • $90.63 P/E (TTM): 36.79X Cap: $79.32B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $113.53)
  • $113.53 P/E (TTM): 27.61X Cap: $83.12B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $111.20)
  • $111.20 P/E (TTM): 18.67X Cap: $62.96B
  • View APO Profile
  • View Questions on APO
• Carlyle Group Inc (The) - Ordinary Shares (CG $47.72)
  • $47.72 P/E (TTM): 21.26X Cap: $17.28B
  • View CG Profile
  • View Questions on CG
• Ares Management Corporation Class A (ARES $105.97)
  • $105.97 P/E (TTM): 62.27X Cap: $34.91B
  • View ARES Profile
  • View Questions on ARES
• TPG Inc. (TPG $41.17)
  • $41.17 P/E (TTM): 82.29X Cap: $14.74B
  • View TPG Profile
  • View Questions on TPG
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.30)
  • $60.30 P/E (TTM): 29.3X Cap: $99.76B
  • View BAM Profile
  • View Questions on BAM

Q: There has been lately a significant advertising pressure regarding alternative investments . What is your opinion on these? Which Canadian companies could be considered as being sort of companies with an alternative investments focus which would fulfill such type of investment for a small independent retail Canadian investors? Would you also recommend some US names with a similar focus. Thank you.

Upvote 9

Read Answer Asked by Miroslaw on December 14, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: What is your general opinion at this stage? Buying back shares below NAV but a management transition, is there opportunity here?

Upvote 5

Read Answer Asked by Michael on December 14, 2023

• Deere & Company (DE $571.02)
  • $571.02 P/E (TTM): 32.29X Cap: $155.11B
  • View DE Profile
  • View Questions on DE
• Home Depot Inc. (The) (HD $330.93)
  • $330.93 P/E (TTM): 23.37X Cap: $339.89B
  • View HD Profile
  • View Questions on HD
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• Toromont Industries Ltd. (TIH $196.20)
  • $196.20 P/E (TTM): 32.92X Cap: $16.27B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $138.17)
  • $138.17 P/E (TTM): 35.89X Cap: $11.35B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $74.37)
  • $74.37 P/E (TTM): 19.13X Cap: $21.59B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Do you consider the above companies to be "growth"? Looking for a category for them.

Upvote 0

Read Answer Asked by Ronald on September 13, 2023

• Adobe Inc. (ADBE $246.00)
  • $246.00 P/E (TTM): 15.08X Cap: $104.34B
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN $209.87)
  • $209.87 P/E (TTM): 29.53X Cap: $2.31T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $979.92)
  • $979.92 P/E (TTM): 69.61X Cap: $441.94B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $306.30)
  • $306.30 P/E (TTM): 28.16X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $477.73)
  • $477.73 P/E (TTM): 61.43X Cap: $171.44B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $391.79)
  • $391.79 P/E (TTM): 25.01X Cap: $2.96T
  • View MSFT Profile
  • View Questions on MSFT
• QUALCOMM Incorporated (QCOM $130.47)
  • $130.47 P/E (TTM): 26.09X Cap: $140.40B
  • View QCOM Profile
  • View Questions on QCOM
• Toronto-Dominion Bank (The) (TD $129.51)
  • $129.51 P/E (TTM): 10.43X Cap: $219.31B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $35.38)
  • $35.38 P/E (TTM): 5.32X Cap: $33.22B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $73.08)
  • $73.08 P/E (TTM): 28.54X Cap: $161.44B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $2,567.93)
  • $2,567.93 P/E (TTM): 77.81X Cap: $54.99B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• AltaGas Ltd. (ALA $48.40)
  • $48.40 P/E (TTM): 19.12X Cap: $14.94B
  • View ALA Profile
  • View Questions on ALA
• BRP Inc. Subordinate Voting Shares (DOO $85.15)
  • $85.15 Cap: $6.37B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $136.38)
  • $136.38 P/E (TTM): 40.64X Cap: $3.74B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
  • $170.06 P/E (TTM): 136.92X Cap: $228.40B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ $110.79)
  • $110.79 Cap: $12.78B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Boyd Group Services Inc. (BYD $192.84)
  • $192.84 P/E (TTM): 214.47X Cap: $6.18B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Upvote 0

Read Answer Asked by Chris on June 07, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Can you give me an in depth analysis if all the news coming out of Onex. The pros and cons and long term outlook, management, insider ownership and portfolio holdings. Thank you.

Upvote 0

Read Answer Asked by James on March 29, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 37.99X Cap: $43.24B
  • View CLS Profile
  • View Questions on CLS
• Sanmina Corporation (SANM $125.03)
  • $125.03 P/E (TTM): 29.52X Cap: $6.92B
  • View SANM Profile
  • View Questions on SANM
• Benchmark Electronics Inc. (BHE $54.42)
  • $54.42 P/E (TTM): 78.51X Cap: $1.95B
  • View BHE Profile
  • View Questions on BHE

Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

Upvote 0

Read Answer Asked by Daniel on March 16, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX
• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 37.99X Cap: $43.24B
  • View CLS Profile
  • View Questions on CLS

Q: Onex intends to convert its MVS into SVS, on a one-for-one basis. With your financial experience, what do you think can be behind this move?

Upvote 0

Read Answer Asked by Daniel on March 14, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $99.01)
  • $99.01 P/E (TTM): 8.16X Cap: $6.78B
  • View ONEX Profile
  • View Questions on ONEX

Q: Onex shares have seen a significant rise in the last little while. What is driving the increase?

Upvote 0

Read Answer Asked by Lloyd on March 03, 2023