Investment Q&A

• Apple Inc. (AAPL $256.69)
  • $256.69 P/E (TTM): 39.15X Cap: $3.80T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $220.90)
  • $220.90 P/E (TTM): 33.46X Cap: $2.35T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $715.66)
  • $715.66 P/E (TTM): 25.78X Cap: $1.79T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $251.51)
  • $251.51 P/E (TTM): 26.27X Cap: $3.02T
  • View GOOG Profile
  • View Questions on GOOG
• Netflix Inc. (NFLX $1,163.31)
  • $1,163.31 P/E (TTM): 49.14X Cap: $494.32B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $185.54)
  • $185.54 P/E (TTM): 53.45X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi can you please rank in order from best to least for the following FAANG + NVDA stocks for the next +5 years? An explanation why is much appreciated along with a management rating for each. Thank you

Upvote 6

Read Answer Asked by Nick on February 06, 2025

• MDA Space Ltd. (MDA $35.99)
  • $35.99 P/E (TTM): 39.27X Cap: $4.49B
  • View MDA Profile
  • View Questions on MDA

Q: I'm recently down fast with MDA and I know why. Will it turn around or should I invest the money elsewhere. Thanks

Upvote 4

Read Answer Asked by Frank on February 06, 2025

• K92 Mining Inc. (KNT $17.77)
  • $17.77 P/E (TTM): 14.7X Cap: $4.30B
  • View KNT Profile
  • View Questions on KNT
• Aris Mining Corporation (ARIS $14.52)
  • $14.52 P/E (TTM): 115.25X Cap: $2.93B
  • View ARIS Profile
  • View Questions on ARIS
• Allied Gold Corporation (AAUC $25.10)
  • $25.10 Cap: $2.89B
  • View AAUC Profile
  • View Questions on AAUC

Q: Please rank these as a continuing hold for the forseeable future.Time for some profittaking.

Upvote 1

Read Answer Asked by Maurice on February 06, 2025

• TC Energy Corporation (TRP $75.96)
  • $75.96 P/E (TTM): 18.85X Cap: $78.94B
  • View TRP Profile
  • View Questions on TRP
• Fortis Inc. (FTS $70.42)
  • $70.42 P/E (TTM): 20.63X Cap: $35.46B
  • View FTS Profile
  • View Questions on FTS
• Pembina Pipeline Corporation (PPL $57.36)
  • $57.36 P/E (TTM): 19.83X Cap: $33.32B
  • View PPL Profile
  • View Questions on PPL

Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on February 06, 2025

• Kraken Robotics Inc. (PNG $5.58)
  • $5.58 P/E (TTM): 82.0X Cap: $1.70B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $5.62)
  • $5.62 P/E (TTM): 332.35X Cap: $591M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $6.06)
  • $6.06 Cap: $575M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $11.19)
  • $11.19 P/E (TTM): 130.35X Cap: $621M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• IES Holdings Inc. (IESC $399.38)
  • $399.38 P/E (TTM): 38.19X Cap: $7.92B
  • View IESC Profile
  • View Questions on IESC
• Shift4 Payments Inc. Class A (FOUR $78.66)
  • $78.66 P/E (TTM): 42.46X Cap: $6.95B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $179.53)
  • $179.53 P/E (TTM): 576.9X Cap: $425.90B
  • View PLTR Profile
  • View Questions on PLTR
• D2L Inc. Subordinate Voting Shares (DTOL $18.87)
  • $18.87 P/E (TTM): 24.02X Cap: $1.03B
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Nebius Group N.V. (NBIS $124.94)
  • $124.94 Cap: $29.74B
  • View NBIS Profile
  • View Questions on NBIS

Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Upvote 26

Read Answer Asked by Bill on February 06, 2025

Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo

Upvote 7

Read Answer Asked by Carlo on February 05, 2025

• FirstService Corporation (FSV $260.10)
  • $260.10 P/E (TTM): 61.04X Cap: $11.84B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: First Sevice is trading significantly lower today after reporting earnings. I hold this secrity and have done very well with it. Is this serious or a one quarter blip? Your overall thoughts would be appreciated. Thank you.

Upvote 5

Read Answer Asked by Brian on February 05, 2025

• Salesforce Inc. (CRM $245.78)
  • $245.78 P/E (TTM): 34.94X Cap: $233.98B
  • View CRM Profile
  • View Questions on CRM
• Celestica Inc. (CLS $235.34)
  • $235.34 P/E (TTM): 52.5X Cap: $26.85B
  • View CLS Profile
  • View Questions on CLS

Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.

Thanks

Upvote 5

Read Answer Asked by Don on February 05, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $82.41)
  • $82.41 P/E (TTM): 41.65X Cap: $9.46B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!

Upvote 3

Read Answer Asked by Kim on February 05, 2025

• Athabasca Oil Corporation (ATH $6.80)
  • $6.80 P/E (TTM): 7.61X Cap: $3.41B
  • View ATH Profile
  • View Questions on ATH
• Baytex Energy Corp. (BTE $3.45)
  • $3.45 P/E (TTM): 7.02X Cap: $2.65B
  • View BTE Profile
  • View Questions on BTE
• Secure Waste Infrastructure Corp. (SES $21.02)
  • $21.02 P/E (TTM): 24.88X Cap: $4.85B
  • View SES Profile
  • View Questions on SES
• Trican Well Service Ltd. (TCW $6.16)
  • $6.16 P/E (TTM): 11.5X Cap: $1.11B
  • View TCW Profile
  • View Questions on TCW
• MGM Resorts International (MGM $33.92)
  • $33.92 P/E (TTM): 18.64X Cap: $9.23B
  • View MGM Profile
  • View Questions on MGM
• Spectrum Brands Holdings Inc. (SPB $52.98)
  • $52.98 P/E (TTM): 20.53X Cap: $1.33B
  • View SPB Profile
  • View Questions on SPB
• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
  • View ZI Profile
  • View Questions on ZI
• Seaboard Corporation (SEB $3,514.60)
  • $3,514.60 P/E (TTM): 24.84X Cap: $3.55B
  • View SEB Profile
  • View Questions on SEB
• Stagwell Inc. (STGW $5.48)
  • $5.48 Cap: $1.41B
  • View STGW Profile
  • View Questions on STGW
• Coveo Solutions Inc. Subordinate voting shares (CVO $8.73)
  • $8.73 Cap: $839M
  • View CVO Profile
  • View Questions on CVO

Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Upvote 2

Read Answer Asked by cal on February 05, 2025

• Dollarama Inc. (DOL $178.57)
  • $178.57 P/E (TTM): 40.62X Cap: $49.35B
  • View DOL Profile
  • View Questions on DOL
• TFI International Inc. (TFII $130.01)
  • $130.01 P/E (TTM): 21.23X Cap: $10.79B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Thomson Reuters Corporation (TRI $212.22)
  • $212.22 P/E (TTM): 42.74X Cap: $95.64B
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD $73.27)
  • $73.27 P/E (TTM): 19.95X Cap: $68.91B
  • View ATD Profile
  • View Questions on ATD

Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks

Upvote 7

Read Answer Asked by Gary on February 05, 2025

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Does the recent price decline represent a buying opportunity?

Upvote 7

Read Answer Asked by Thomas on February 05, 2025

Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.

Upvote 7

Read Answer Asked by Harrison on February 05, 2025

• Canaccord Genuity Group Inc. (CF $10.86)
  • $10.86 Cap: $1.11B
  • View CF Profile
  • View Questions on CF
  • View Reports on CF
• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
  • View RCG Profile
  • View Questions on RCG

Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Upvote 1

Read Answer Asked by edward on February 05, 2025

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Upvote 2

Read Answer Asked by Gordon on February 05, 2025

• ATS Corporation (ATS $37.30)
  • $37.30 Cap: $3.64B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Tesla Inc. (TSLA $453.25)
  • $453.25 P/E (TTM): 248.46X Cap: $1.46T
  • View TSLA Profile
  • View Questions on TSLA
• Cognex Corporation (CGNX $46.87)
  • $46.87 P/E (TTM): 64.31X Cap: $7.86B
  • View CGNX Profile
  • View Questions on CGNX
• Symbotic Inc. (SYM $67.84)
  • $67.84 Cap: $34.30B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $124.94)
  • $124.94 Cap: $29.74B
  • View NBIS Profile
  • View Questions on NBIS

Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• AbbVie Inc. (ABBV $230.19)
  • $230.19 P/E (TTM): 111.92X Cap: $406.64B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $845.05)
  • $845.05 P/E (TTM): 54.89X Cap: $799.80B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $88.80)
  • $88.80 P/E (TTM): 13.75X Cap: $221.80B
  • View MRK Profile
  • View Questions on MRK

Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Upvote 1

Read Answer Asked by John on February 05, 2025

• Celestica Inc. (CLS $328.53)
  • $328.53 P/E (TTM): 52.5X Cap: $37.79B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $144.26)
  • $144.26 Cap: $3.12B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $134.48)
  • $134.48 P/E (TTM): 18.98X Cap: $1.60B
  • View HPS.A Profile
  • View Questions on HPS.A
• Galaxy Digital Inc. Class A common stock (GLXY $54.16)
  • $54.16 Cap: $20.37B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Upvote 29

Read Answer Asked by Christopher on February 05, 2025

• Zedcor Inc. (ZDC $5.62)
  • $5.62 P/E (TTM): 332.35X Cap: $591M
  • View ZDC Profile
  • View Questions on ZDC

Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Upvote 5

Read Answer Asked by Peter on February 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $38.20)
  • $38.20 Cap: $25.13B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.09)
  • $53.09 Cap: $18.72B
  • View BEPC Profile
  • View Questions on BEPC

Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Upvote 1

Read Answer Asked by Steven on February 05, 2025