Investment Q&A

• Magna International Inc. (MG $64.09)
  • $64.09 P/E (TTM): 10.86X Cap: $18.04B
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• Nutrien Ltd. (NTR $80.35)
  • $80.35 P/E (TTM): 187.47X Cap: $39.24B
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• AtkinsRéalis Group Inc. (ATRL $92.73)
  • $92.73 P/E (TTM): 6.48X Cap: $15.36B
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Q: In my TFSA I hold 25 diversified stocks. I am considering increasing two of the these three stocks to full position (ATRL, NTR or MG) for 2+ years hold. Which two would you suggest?
Thanks

Upvote 3

Read Answer Asked by Roy on April 28, 2025

• Alphabet Inc. (GOOG $207.23)
  • $207.23 P/E (TTM): 22.04X Cap: $2.52T
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• Verizon Communications Inc. (VZ $43.88)
  • $43.88 P/E (TTM): 10.36X Cap: $186.48B
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• Trane Technologies plc (TT $420.22)
  • $420.22 P/E (TTM): 33.66X Cap: $93.37B
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Q: I have half a position in VZ. Am about 15% underwater. If pullback continues should I add to my position or sell now and buy something else. I am a Div investor overall, but like a little growth. any suggestions?

Upvote 3

Read Answer Asked by Pat on April 28, 2025

Q: Can you advise as to how one claims 5i services expense on this year‘s tax return
Ty

Upvote 12

Read Answer Asked by Indra on April 28, 2025

Q: Your thoughts on this etf and its upside potential would be greatly appreciated .

Thanks.

Upvote 2

Read Answer Asked by Donald on April 28, 2025

• NameSilo Technologies Corp. (URL $1.51)
  • $1.51 P/E (TTM): 27.8X Cap: $127M
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Q: Hi, It has been a good 6-9 months for this little stock, which I have as a long-term hold. At this point, do I just let it ride?

Upvote 1

Read Answer Asked by Darren on April 28, 2025

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: What can you tell me about the news release that just came out regarding MND and Alkane Resources ? Is this a good deal for MND ? What value would you place on MND now as a result of this and is it worth holding on to MND for the long term ?

Upvote 1

Read Answer Asked by Pierre on April 28, 2025

• WELL Health Technologies Corp. (WELL $4.84)
  • $4.84 Cap: $1.23B
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Q: hi folks...it appears that Well Health, well/t...now owns 97.47M shares of Healwell, Aidx, or 37%...and have 30.8M MVSs ....am I correct that Well bought the shares for $0.125/shr, and the 30.8M MVSs for $0.01 each (exercisable at $2.50)...if correct...does that not seem like a great deal & execution by mgmt at Well Health....I know they have had lots of stumbles in past, but I am thinking/hoping...that 2025 is breakout year. Am I correct with my figures for Healwell??, & your thoughts, thanks as always, jb Piedmont QC....Go Habs Go hehe

Upvote 12

Read Answer Asked by John on April 25, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.80)
  • $42.80 P/E (TTM): 1025.34X Cap: $19.68B
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Q: Why is their PE so high? Is AFFO a better way to measure?

Upvote 4

Read Answer Asked by Cory on April 25, 2025

• TerraVest Industries Inc. (TVK $143.99)
  • $143.99 Cap: $3.10B
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Q: Have I missed the ideal buying opportunity for these guys, even with a long term horizon?

Should I wait for Trump to rattle the tarrif cages again to stimulate a market selloff? At what point do we consider this planned market manipulation (rhetorical question).

What price entry point would you say is a good buying opportunity?

Upvote 7

Read Answer Asked by Harrison on April 25, 2025

• Broadcom Inc. (AVGO $297.61)
  • $297.61 P/E (TTM): 110.11X Cap: $1.38T
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• International Business Machines Corporation (IBM $241.19)
  • $241.19 P/E (TTM): 39.17X Cap: $223.03B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.58)
  • $132.58 P/E (TTM): 17.71X Cap: $29.78B
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• Stella-Jones Inc. (SJ $77.09)
  • $77.09 P/E (TTM): 13.18X Cap: $4.27B
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• Topicus.com Inc. (TOI $176.08)
  • $176.08 P/E (TTM): 84.24X Cap: $14.73B
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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 $46.70)
  • $46.70 P/E (TTM): 49.11X Cap: $5.49B
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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 $20.47)
  • $20.47 P/E (TTM): 58.86X Cap: $1.29B
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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 $4.84)
  • $4.84 Cap: $1.23B
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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 $722.74)
  • $722.74 P/E (TTM): 57.91X Cap: $658.09B
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• WSP Global Inc. (WSP $279.96)
  • $279.96 P/E (TTM): 46.51X Cap: $36.60B
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• Novo Nordisk A/S (NVO $54.77)
  • $54.77 P/E (TTM): 15.74X Cap: $363.68B
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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 $279.96)
  • $279.96 P/E (TTM): 46.51X Cap: $36.60B
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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 $127.60)
  • $127.60 P/E (TTM): 73.24X Cap: $47.74B
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• Nebius Group N.V. (NBIS $71.45)
  • $71.45 Cap: $16.67B
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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 $207.37)
  • $207.37 P/E (TTM): 90.0X Cap: $366.64B
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• Eli Lilly and Company (LLY $722.74)
  • $722.74 P/E (TTM): 57.91X Cap: $658.09B
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• Merck & Company Inc. (MRK $85.05)
  • $85.05 P/E (TTM): 12.73X Cap: $213.08B
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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 $192.53)
  • $192.53 P/E (TTM): 28.3X Cap: $95.19B
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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 $767.13)
  • $767.13 P/E (TTM): 185.35X Cap: $59.93B
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• Curtiss-Wright Corporation (CW $488.83)
  • $488.83 P/E (TTM): 40.58X Cap: $18.10B
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• Comfort Systems USA Inc. (FIX $704.99)
  • $704.99 P/E (TTM): 35.43X Cap: $24.38B
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• Construction Partners Inc. (ROAD $121.95)
  • $121.95 P/E (TTM): 88.68X Cap: $6.79B
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• Sterling Infrastructure Inc. (STRL $294.78)
  • $294.78 P/E (TTM): 30.42X Cap: $8.71B
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• IES Holdings Inc. (IESC $356.90)
  • $356.90 P/E (TTM): 34.01X Cap: $6.77B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 50.15X
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• Trane Technologies plc (TT $420.22)
  • $420.22 P/E (TTM): 33.66X Cap: $93.37B
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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 $127.60)
  • $127.60 P/E (TTM): 73.24X Cap: $47.74B
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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