Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I was expecting TFII to have a rough day today after missing their target numbers. But it's up (nice surprise), What's happening? How did the call go. Were there some encouraging developments discussed?
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Hi Peter & 5i Team,
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.
Q: Hi, I have my own spreadsheet to split my portfolio by sectors. Where would you put Preferred shares? In the same sector as the issuer or in a special category? Cash/GIC, Mutual Funds and broad-sector ETFs have their own ‘columns’. Thanks again.
Q: Please help me out. One of the metrics I find very important is ROE or return on equity. When I look this up look this up on 5i’s site under profile I get an ROE of 128% however when I look at the April 25/24 report it shows 2%? The current Morningstar Quant Report shows 3.99%. So 1st. question is does 5i consider ROE to be an important metric?
Secondly how can I get an accurate measurement?
Thanks
Secondly how can I get an accurate measurement?
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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lululemon athletica inc. (LULU)
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Celestica Inc. (CLS)
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DeFi Technologies Inc. (DEFI)
Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?
Thx
Thx
Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?
Thx
Thx
Q: The last Q&A about TSU appears to be from February of this year. Can I get your updated opinion, please?
Q: I am up 103% up on Galaxy digital. I am thinking of taking the money and running . But before I do, what do you foresee ( in your crystal ball) the future of this stock? My experience is that I sometimes sell too early.
Cheers,
Tamara
Cheers,
Tamara
Q: Good Evening
1. In buying and selling stocks how much weight one should place on technical analysis ?
With respect to BAM, a broker's technical analysis section indicated, on March 7/2025, that this security could drop to a range of 50-54. The event on March 7/2025 was described as "Megaphone Top".
2. Is there any explanation as to why BAM dropped 23% from its peak while the TSX dropped only 7% as of today ? Do you recommend adding at this level or holding ?
I will appreciate as always your insight.
1. In buying and selling stocks how much weight one should place on technical analysis ?
With respect to BAM, a broker's technical analysis section indicated, on March 7/2025, that this security could drop to a range of 50-54. The event on March 7/2025 was described as "Megaphone Top".
2. Is there any explanation as to why BAM dropped 23% from its peak while the TSX dropped only 7% as of today ? Do you recommend adding at this level or holding ?
I will appreciate as always your insight.
Q: Is the income from this fund "tax free" in a TFSA
Thankyou
Thankyou
Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?
Q: HI Peter,
Would you continue to dollar cost average into Dollarama at $164+? Or do you think it's fully valued? The investing site I use for company historical data shows the current PE as 38.3 (high) and in between the 38.3 and 20.9 for the last 10 years. The forward PE for the next 2 years as 36.3 and 32.5. We've been slowly DCAing and it's worked out OK thus far. Thanks for stellar advice during these tumultuous times.
Would you continue to dollar cost average into Dollarama at $164+? Or do you think it's fully valued? The investing site I use for company historical data shows the current PE as 38.3 (high) and in between the 38.3 and 20.9 for the last 10 years. The forward PE for the next 2 years as 36.3 and 32.5. We've been slowly DCAing and it's worked out OK thus far. Thanks for stellar advice during these tumultuous times.
Q: Is it reasonabl buy some Well before its Q after market close as appears to be very oversold on the delay of filing Q report .Txs for u usual great services & views
Q: Hello,
Your earlier reports included comparisons with peer companies and competition. It is missing from the newer reports. In my opinion it is valuable to have this information and I request you to consider including this in your reports, although the methodology to arrive at valuation may be different. Thanks.
Sincerely, Shyam
Your earlier reports included comparisons with peer companies and competition. It is missing from the newer reports. In my opinion it is valuable to have this information and I request you to consider including this in your reports, although the methodology to arrive at valuation may be different. Thanks.
Sincerely, Shyam
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Canadian Natural Resources Limited (CNQ)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Constellation Energy Corporation (CEG)
Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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United Rentals Inc. (URI)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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EQB Inc. (EQB)
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Axon Enterprise Inc. (AXON)
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Propel Holdings Inc. (PRL)
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AppFolio Inc. (APPF)
Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Tamarack Valley Energy Ltd. (TVE)
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TerraVest Industries Inc. (TVK)
Q: These seem to be your favourites in the O&G sector. Which would you buy at this point?
If they not your top two, please add your recommended company or ETF.
Thanks!
If they not your top two, please add your recommended company or ETF.
Thanks!
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AbbVie Inc. (ABBV)
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Johnson & Johnson (JNJ)
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UnitedHealth Group Incorporated (DE) (UNH)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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Wheaton Precious Metals Corp. (WPM)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Hydro One Limited (H)
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SPDR Gold Shares ETF (GLD)
Q: Hi,
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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BMO Equal Weight REITs Index ETF (ZRE)
Q: What are your top dividend paying recommendations for a long term hold?
And how does SouthBow compare to them?
And how does SouthBow compare to them?