Investment Q&A

Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks

ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders

Q: I'd like to either start a 4% position in TRI or bring the other 4 positions up closer to 5%. Also I could just start a smaller position in TRI and bring the others up a bit, distributing funds across the names. If you could rank order these names, it might help me decide. As is, now MSFT and AMZN are quite small positions. Would any be affected by Tariffs? Just not sure how bullish you are on TRI vs the others. Thank you very much for continued great investment analysis.

Q: Hi, I'm thinking of initiating a position in one of these. Thinking of three plus years and the highest growth. How would you rank these in order, and please give a good entry/price. Please note that I just submitted a question but forgot to include DOL and GIB.A. Thank you.

Q: Good morning

What is ATD's average Historical P/E ratio, say for the past 5 or 10 years?

What is the High and Low Historical P/E ratio, the range, during that time period?

Dividing ATD's current stock price of $69 by their reported net income per share of $2.72 yields a Historical P/E ratio of 25.4.

Am I doing what seems like a simple calculation correctly?

I ask because I am seeing a Future P/E ratio for ATD in the financial press of 17.3, which implies a large increase in net income compared with their last fiscal year, a decline in stock price, or some combination of the two,

How should one interpret this dramatic change in Future vs Historical P/E for ATD?

And finally, what is 5i's view on how expensive ATD's price is currently, compared with past history? Does 5i support accumulating ATD shares at this point?

Thank you.

Edward

Q: Are there some utility or resource companies that will especially benefit from the need for increased electricity for data centres for AI and crypto?

Q: For the above two companies TRI and DOL. They both doing good. However, I do want to buy only one, which one you recommend?
Many thanks.

Q: Anything moving TRI today?

Thx

Q: Hi, if not already asked....looks like Aritzia posted impressive numbers! Thoughts?
Does it still remain as one of your top picks in Consumer Discretionary?

cheers,
Steve

Q: Do you have a strong preference between these 2 today?

Thanks.

Q: 1) For these listed firms, which ones have the strongest link to the nuclear energy field?
2) I have a fair sized holding in WSP but am eager to branch out for diversification purposes to either STN or ATRL. I see from other questions, 5i's seems to favour STN as a compliment to WSP. How strong is STN in the nuclear field (their website suggests some capability)?
With thanks.

Q: what is the annualized return of SPY, QQQ and XIC over the last 20 years. I thought I read an answer where you said the S&P only was 2% including dividends which seems too low.

Q: What is vertically managed software VMS and what would be admission criteria and what would not.

Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?

Q: ETF's|: India, Lat. America, Health Reit's
tks H.

Q: I'd be interested to hear your take these days on Cargojet and CTC. Both seems to be on a roll, and I wonder if this is "good" momentum?

Q: Hello
Is it possible to receive from you the compound average growth rate of tax 60, SP500 and Canadian aggregate bond market with inception date of dec 31, 2012? (12.5 years)

Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?

Q: With the current tariff situation and the direction of Donald Trump unclear to say the least, would you continue to hold, add to holding, or sell? Have a gain in the stock still even with the significant downtrend since early April.

Q: Peter and His Wonder Team
BDI is suddenly up 3%+ on heavy volume on a down market day...your thoughts please! Thanks!

Q: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.