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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 want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.

I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Read Answer Asked by John on May 02, 2025
Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Read Answer Asked by Rajiv on May 02, 2025
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Read Answer Asked by Art on April 30, 2025
Q: Hi,
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
Read Answer Asked by Piyush on April 28, 2025
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.
Read Answer Asked by Jerry on April 23, 2025
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
Read Answer Asked by Les on April 23, 2025
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
Read Answer Asked by blake on April 21, 2025
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.
Read Answer Asked by Terry on April 17, 2025
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?
Read Answer Asked on April 16, 2025
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.
Read Answer Asked by Dennis on April 15, 2025
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