Investment Q&A

• Canadian National Railway Company (CNR $136.09)
  • $136.09 P/E (TTM): 18.31X Cap: $83.86B
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• Canadian Pacific Kansas City Limited (CP $101.77)
  • $101.77 P/E (TTM): 22.16X Cap: $92.22B
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Q: Hi,
CNR seems to be going thru a rough patch this year with further reorg ongoing.
What are your thoughts on it versus CP? I am considering switching my CNR position to CP. Thank you.

Upvote 6

Read Answer Asked by Lorraine on November 10, 2025

• goeasy Ltd. (GSY $130.40)
  • $130.40 P/E (TTM): 9.55X Cap: $2.10B
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Q: This is not a question but an observation. I do mortgage default work, and Goeasy got into the 2nd mortgage business in the past few years, and those loans in Ontario, at least, are underwater. On the two files I saw just this past week. They will suffer a complete loss because, unlike 1st mortgage loans with banks, they are not insured. I don't know how much of their portfolio is in the 2nd mortgages. As of their investor presentation from August 2025 and Q3 2025 results, 39% of their total loan portfolio is secured by hard assets, which include real estate, as well as automotive and recreational vehicles. The presentation does not indicate the % related to real estate loan porfolio.

Upvote 13

Read Answer Asked by Murray on November 10, 2025

• Alaris Equity Partners Income Trust (AD.UN $20.99)
  • $20.99 P/E (TTM): 5.65X Cap: $939M
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Q: your thoughts on the recent quarterly report please? Seems like there is a pattern forming? last quarter was also disappointing. Is this stock worth holding ?

Arnold

Upvote 4

Read Answer Asked by arnold on November 10, 2025

• The Kraft Heinz Company (KHC $24.43)
  • $24.43 Cap: $28.70B
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• Clorox Company (The) (CLX $100.81)
  • $100.81 P/E (TTM): 15.47X Cap: $12.11B
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• The Campbell's Company (CPB $28.06)
  • $28.06 P/E (TTM): 14.51X Cap: $8.39B
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• General Mills Inc. (GIS $46.67)
  • $46.67 P/E (TTM): 8.89X Cap: $25.03B
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• Kimberly-Clark Corporation (KMB $101.57)
  • $101.57 P/E (TTM): 17.09X Cap: $33.53B
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• Alimentation Couche-Tard Inc. (ATD $74.70)
  • $74.70 P/E (TTM): 19.67X Cap: $68.87B
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• Caseys General Stores Inc. (CASY $561.60)
  • $561.60 P/E (TTM): 34.94X Cap: $21.01B
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Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.

Upvote 4

Read Answer Asked by Mark on November 10, 2025

• goeasy Ltd. (GSY $130.40)
  • $130.40 P/E (TTM): 9.55X Cap: $2.10B
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Q: In regards to GSY's dividend. In your opinion do you think it is sustainable and they are unlikely to cut the dividend? Many thanks.

Upvote 10

Read Answer Asked by Ian on November 09, 2025

• High Liner Foods Incorporated (HLF $14.90)
  • $14.90 P/E (TTM): 9.07X Cap: $412M
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Q: I have owned this in the past and am looking at reentering in the $13 range if it gets close to that. Your thoughts on the quarter and on my thesis that it should be a low volatility, slow growth dividend payer would be appreciated.

Upvote 1

Read Answer Asked by Robert on November 09, 2025

• Enbridge Inc. (ENB $65.78)
  • $65.78 P/E (TTM): 24.81X Cap: $142.50B
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Q: Is the dividend reasonably safe? What is the payout ratio?

Upvote 6

Read Answer Asked by Tom on November 09, 2025

Q: Hi Gang
Can you give me a list of quality low risk dividend stocks for next yr
Thanks Mike B

Upvote 9

Read Answer Asked by Mike on November 09, 2025

• Sun Life Financial Inc. (SLF $85.84)
  • $85.84 P/E (TTM): 21.35X Cap: $47.93B
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• Intact Financial Corporation (IFC $285.19)
  • $285.19 P/E (TTM): 23.65X Cap: $50.69B
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Q: Between IFC and SLF which one would you choose today?
Thanks

Upvote 2

Read Answer Asked by Marco on November 07, 2025

• TransAlta Corporation (TA $17.34)
  • $17.34 Cap: $5.19B
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Q: TRANSALTA is currently down 16% on the day, seems to be a market overreaction based on quarterly results and CEO succession? I currently have a full position that I plan to hold long term, would you be comfortable adding on today’s dip? Would you be comfortable holding long term?

Thanks

Upvote 2

Read Answer Asked by Mackenzie on November 07, 2025

• Keyera Corp. (KEY $44.06)
  • $44.06 P/E (TTM): 33.0X Cap: $10.11B
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• Gibson Energy Inc. (GEI $25.22)
  • $25.22 P/E (TTM): 28.11X Cap: $4.20B
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Q: Which one would you prefer? Strictly for dividend in RIF. I have TRP and ENB in RIFs as well. Thanx for your advice - Tom

Upvote 1

Read Answer Asked by Tom on November 06, 2025

• Canada Packers Inc. (CPKR $15.98)
  • $15.98 Cap: $477M
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Q: They issued their first q results as a public company. The dividend was set at 92 cents (23 cents per q)(5.8% yield) for the year.I believe they beat on EBITDA and earnings. Very little debt. The stock seems undervalued and looks like a nice long-term hold. It is only covered by 2 brokers, but more were on the conference call.
Your thoughts please.

Upvote 5

Read Answer Asked by Murray on November 06, 2025

• BCE Inc. (BCE $32.30)
  • $32.30 P/E (TTM): 4.72X Cap: $29.85B
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Q: Your thoughts please on the quarter?


THX

Upvote 4

Read Answer Asked by blake on November 06, 2025

• Air Canada Voting and Variable Voting Shares (AC $19.19)
  • $19.19 Cap: $5.75B
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Q: Good day,

Please comment on the Earnings today and is it a buy at this price.

Thanks,
George

Upvote 4

Read Answer Asked by George on November 06, 2025

• Canada Packers Inc. (CPKR $15.98)
  • $15.98 Cap: $477M
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Q: What are your thoughts about CPKR's most recent results and their prospects going forward. What is the free cash flow yield and PE ratio

Upvote 3

Read Answer Asked by Irwin on November 06, 2025

• MCAN Mortgage Corporation (MKP $22.38)
  • $22.38 P/E (TTM): 13.42X Cap: $898M
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Q: Hello 5i Guys

I'm looking for income (not worried about growth) and see MKP pays a nice dividend. Interest Rates are trending lower so maybe mortgage renewals won't be terrible.

What's your opinion of MKP for stability and (somewhat) consistency on the dividend for an income investor.

Thanks
Ken

Upvote 3

Read Answer Asked by Kenneth on November 05, 2025

• Thomson Reuters Corporation (TRI $181.92)
  • $181.92 P/E (TTM): 34.14X Cap: $81.17B
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Q: How can TRI investors justify a P/e of 42X and a P/b of 5.48X

on 7% to 9% growth projection?

Upvote 6

Read Answer Asked by David on November 05, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.63)
  • $47.63 P/E (TTM): 53.78X Cap: $21.97B
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Q: BIP.UN: owned for a very long time in N.R.A. Bought 1000 shs @ 48.16 in 2016 - now have 2250 shs (paid in dividend) so my A.C is very low. ($21,40) Price has been stagnant for quite a while: hold or sell and buy something else?

Upvote 7

Read Answer Asked by James on November 04, 2025

• TELUS Corporation (T $17.87)
  • $17.87 Cap: $27.50B
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Q: Good morning all. What are your thoughts on Telus going forward at the current price ($20.30 ish) for its current dividend (is it safe at this level ?) and for some growth (4-7%/yr) .

Upvote 4

Read Answer Asked by Roger on November 04, 2025

• Thomson Reuters Corporation (TRI $181.92)
  • $181.92 P/E (TTM): 34.14X Cap: $81.17B
  • View TRI Profile
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Q: please comment on the quarter. Are you comfortable moving from half to a full position here?

Upvote 6

Read Answer Asked by Harry on November 04, 2025