Investment Q&A

• TMX Group Limited (X $51.43)
  • $51.43 P/E (TTM): 31.17X Cap: $14.30B
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• Information Services Corporation Class A Limited Voting Shares (ISC $37.58)
  • $37.58 P/E (TTM): 25.74X Cap: $702M
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Q: May I have your comments on earnings please.

Upvote 2

Read Answer Asked by Margot on August 05, 2025

• TELUS Corporation (T $17.63)
  • $17.63 Cap: $27.29B
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Q: The current dividend yield on Telus is close to 7.75% at the market close Aug 1. High dividend yield is a red flag. Is this dividend sustainable? Is it a red flag and if so why?
Is it following a similar path as BCE?

Upvote 7

Read Answer Asked by Ron on August 05, 2025

• Keyera Corp. (KEY $44.96)
  • $44.96 P/E (TTM): 33.8X Cap: $10.30B
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Q: What is the estimated quarter outlook for this stock and do you see gains over the next 2 years. Cheers

Upvote 2

Read Answer Asked by kenneth on August 05, 2025

• Alphabet Inc. (GOOG $310.52)
  • $310.52 P/E (TTM): 30.65X Cap: $3.73T
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• Microsoft Corporation (MSFT $478.53)
  • $478.53 P/E (TTM): 34.03X Cap: $3.55T
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• Brookfield Renewable Partners L.P. (BEP.UN $38.44)
  • $38.44 Cap: $25.29B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.31)
  • $53.31 Cap: $19.97B
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Q: Could you please explain the inter-relationship between these two stocks? I realize one is incorporated etc but I am interested in their holdings, especially because 1. BEPC is outperforming and 2. There are large US contracts that are shaping their business. It was my understanding that each had their own different contracts but they were essentially the same company at a high level. Are they impacted differently by their contracts with Google and Microsoft or will they both benefit equally? Are their operational strategies any different?
Thanks.

Upvote 5

Read Answer Asked by Peter on August 05, 2025

• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 20.1X Cap: $35.45B
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Q: I know you like this name but Im wondering if its overbought at these levels. Buy now or wait for a downturn later?

Upvote 4

Read Answer Asked by Graeme on August 05, 2025

Q: What are your top 10 Canadian dividend paying stocks or etf greater than 5%.

Upvote 18

Read Answer Asked by Valdis on August 01, 2025

• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 24.61X Cap: $124.36B
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• Canadian Natural Resources Limited (CNQ $45.44)
  • $45.44 P/E (TTM): 14.33X Cap: $94.65B
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• Sun Life Financial Inc. (SLF $83.16)
  • $83.16 P/E (TTM): 20.79X Cap: $46.35B
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• Constellation Software Inc. (CSU $3,285.39)
  • $3,285.39 P/E (TTM): 75.9X Cap: $69.62B
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• Intact Financial Corporation (IFC $282.54)
  • $282.54 P/E (TTM): 23.55X Cap: $50.23B
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• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 20.1X Cap: $35.45B
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• Descartes Systems Group Inc. (The) (DSG $124.83)
  • $124.83 P/E (TTM): 53.62X Cap: $10.73B
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• Toromont Industries Ltd. (TIH $165.43)
  • $165.43 P/E (TTM): 27.34X Cap: $13.46B
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• Hydro One Limited (H $52.74)
  • $52.74 P/E (TTM): 24.34X Cap: $31.63B
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• EQB Inc. (EQB $98.10)
  • $98.10 P/E (TTM): 14.8X Cap: $3.68B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
  • $62.87 P/E (TTM): 91.28X Cap: $141.16B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.06)
  • $74.06 P/E (TTM): 33.39X Cap: $119.29B
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Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Capital Power Corporation (CPX $61.48)
  • $61.48 P/E (TTM): 21.5X Cap: $9.56B
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Q: Hello,
Can you help suggest some Canadian companies that are similar to CPX that might be good long time holds. Which ones would you prefer and why. Many thanks.

Upvote 6

Read Answer Asked by Ian on July 30, 2025

• Capital Power Corporation (CPX $61.48)
  • $61.48 P/E (TTM): 21.5X Cap: $9.56B
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Q: Any reason for the dramatic price drop today?
Jerry

Upvote 3

Read Answer Asked by Jerry on July 30, 2025

• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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Q: Hi guys
Should I sell my Keg shares

Upvote 2

Read Answer Asked by Jim on July 30, 2025

• TELUS Corporation (T $17.63)
  • $17.63 Cap: $27.29B
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Q: Hello Peter & Team

Have held T since Nov 2022. I am in the red 25%. Appreciate the dividend, but do not enjoy the capital loss. Read lots of comments in 5i answered questions and the overall sentiment appears to be positive. Do I keep holding this issue? Or sell and move on. And if I am advised to move on, what alternative would you recommend with a similar dividend?

Thanks for all you do

gm

Upvote 7

Read Answer Asked by Gord on July 30, 2025

• Winpak Ltd. (WPK $44.43)
  • $44.43 P/E (TTM): 14.46X Cap: $2.69B
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Q: Winpak has sold off sharply despite what looks to be reassurance that the back have of 2025 will start to show growth again (as they come out of a large capex cycle). Opportunity, or value trap?

Upvote 1

Read Answer Asked by Michael on July 29, 2025

• BCE Inc. (BCE $23.71)
  • $23.71 P/E (TTM): 4.9X Cap: $22.08B
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Q: Hi,

What's your opinion on BCE given the the Ziply acquisition and the macro picture?

Also, would you suggest a top 5 for Canada and top 5 for the US. I am looking for "quick and dirty" gains.

Cheers,
David

Upvote 6

Read Answer Asked by D on July 29, 2025

• North West Company Inc. (The) (NWC $48.10)
  • $48.10 P/E (TTM): 16.42X Cap: $2.28B
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Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?

Upvote 4

Read Answer Asked by Michael on July 28, 2025

• Royal Bank of Canada (RY $228.29)
  • $228.29 P/E (TTM): 17.27X Cap: $319.65B
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• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 24.61X Cap: $124.36B
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Q: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks

Upvote 6

Read Answer Asked by kim on July 25, 2025

• The Kraft Heinz Company (KHC $24.45)
  • $24.45 Cap: $28.94B
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• Mondelez International Inc. (MDLZ $54.04)
  • $54.04 P/E (TTM): 20.24X Cap: $69.73B
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Q: What's your opinion on Kraft Heinz, looking forward? For such a big company there are few questions on 5i about it.

Upvote 3

Read Answer Asked by Martin on July 24, 2025

• A & W Food Services of Canada Inc. (AW $37.80)
  • $37.80 P/E (TTM): 32.59X Cap: $907M
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Q: Any reason for AW recent surge to close to1yr H.Add,Sell or Hold. Txs for u usual great views & services

Upvote 4

Read Answer Asked by Peter on July 24, 2025

• Capital Power Corporation (CPX $61.48)
  • $61.48 P/E (TTM): 21.5X Cap: $9.56B
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Q: hello
got a nice spike
maybe close to a parabolic rise?

any fundamental reasons
I have a half position for income and some cap gains
should I add, hold or sell?
thanks

Michael

Upvote 1

Read Answer Asked by Michael on July 23, 2025

• Canadian National Railway Company (CNR $134.71)
  • $134.71 P/E (TTM): 18.28X Cap: $82.91B
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Q: Given we may have seen the worst of the tariffs, is now a time to start buying CNN? Given the lower guidance provided today, there may be an opportunity to purchase sharers at a lower price. If the stock down come in tomorrow, would you suggest it may be a good time to accumulate shares? Or, is it still in a wait and see mode?

Upvote 5

Read Answer Asked by Gerry on July 23, 2025

• TC Energy Corporation (TRP $75.27)
  • $75.27 P/E (TTM): 23.09X Cap: $78.35B
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• Pembina Pipeline Corporation (PPL $54.06)
  • $54.06 P/E (TTM): 18.93X Cap: $31.41B
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• South Bow Corporation (SOBO $37.56)
  • $37.56 P/E (TTM): 22.49X Cap: $7.82B
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Q: In what order would you buy PPL, SOBO and TRP? Are all three buyable at todays prices? Which has the best upside? Which is the most likely to increase their dividend?

Upvote 13

Read Answer Asked by David on July 22, 2025