Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.43X Cap: $1.96B
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• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 131.67X Cap: $2.42B
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Q: Hi guys,

Would you sell HPS.A for PNG?

Thanks,

Jim

Upvote 6

Read Answer Asked by jim on September 26, 2025

• Global X Defence Tech Index ETF (SHLD $30.09)
  • $30.09 P/E (TTM): 44.1X Cap: $175M
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• Howmet Aerospace Inc. (HWM $218.27)
  • $218.27 P/E (TTM): 61.48X Cap: $87.75B
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Q: I'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?

What do you advise? I already own GE.

Upvote 4

Read Answer Asked by Graeme on September 26, 2025

• Enerflex Ltd. (EFX $20.84)
  • $20.84 P/E (TTM): 13.66X Cap: $2.53B
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.63B
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Q: Can you tell about these companies and whether one is better than the other? Will they participate in the increasing demand for energy in North America?

Upvote 5

Read Answer Asked by Rachel on September 26, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: I don't really like either takeover option and would rather Meg continue to operate standalone. Is this a realistic option and how can I best express this?

Upvote 3

Read Answer Asked by hal on September 26, 2025

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.97)
  • $10.97 Cap: $2.18B
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Q: What are your thought on the take private offer, It seems like another low ball offer considering where it used to trade at . Probably a good offer for for the insiders!

Upvote 2

Read Answer Asked by fwb181 on September 26, 2025

• Amer Sports Inc. (AS $38.53)
  • $38.53 Cap: $21.36B
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Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg

Upvote 1

Read Answer Asked by Greg on September 26, 2025

• iShares MSCI Emerging Markets Value Factor ETF (EVLU $33.15)
  • $33.15 P/E (TTM): 7.74X Cap: $9M
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Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.

Upvote 3

Read Answer Asked by Chris on September 26, 2025

• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.06)
  • $23.06 Cap: $6.67B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.16)
  • $100.16 Cap: $136.06B
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• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.47)
  • $91.47 Cap: $42.67B
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 P/E (TTM): 13.15X Cap: $6.75B
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Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?

Upvote 2

Read Answer Asked by Charles on September 26, 2025

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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Q: With copper doing quite good and these guys for such a good name as a Large Cap producer,just seem to keep walking around into sharp objects,now with this mudslide (terrible tragedy hope there’s no more fatalities)the copper is still there do you think this a buying opportunity and I could add to my position or hold on ….

Upvote 6

Read Answer Asked by Greg on September 26, 2025

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
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• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
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Q: In my RIF and TFSA accounts I way overweight BNS, which has performed splendidly, not to mention its attractive dividend. Looking to spread some of the market risk to TD but I'm leery of the other banks as they appear way overpriced by comparison. As an income investor, should I shift to ENB, FTS, EMA for more safety?

Upvote 9

Read Answer Asked by Jean on September 26, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
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• Granite Real Estate Investment Trust (GRT.UN $86.07)
  • $86.07 P/E (TTM): 42.19X Cap: $5.21B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.31)
  • $17.31 P/E (TTM): 4.57X Cap: $2.15B
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Q: Citing elevated redemption requests and tighter cash flows, some asset managers are joining a growing list of firms who are warning investors about changes to their real estate funds, which range from limited redemptions to reduced monthly distributions.

For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.

Upvote 3

Read Answer Asked by Ian on September 26, 2025

• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $28.29)
  • $28.29 P/E (TTM): 27.57X Cap: $137M
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Q: Is there a dividend hold back on companies such as JEPQ that, as in this example, is listed on the Canadian exchange, regardless of which account it is held in?

Thanks

Upvote 1

Read Answer Asked by Donald on September 26, 2025

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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Q: Thoughts on whether FCX is a buy, sell, or hold. Bought years ago for very low cost and am happy to hold. Can they recover from current issues or is it better to move on? If you suggest moving on, what do you recommend as an alternative? Thank you!

Upvote 1

Read Answer Asked by Neil on September 26, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 95.71X Cap: $148.97B
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $67.48)
  • $67.48 P/E (TTM): 7.09X Cap: $20.77B
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Q: Have been thinking about Chris’s question Sept. 25 regarding these two companies.

So it makes sense to buy BNT because you may have better share appreciation than BN and if you don’t then you can exchange it into the higher priced BN ? Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on September 26, 2025

• Amgen Inc. (AMGN $326.10)
  • $326.10 P/E (TTM): 25.18X Cap: $175.59B
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• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.44X Cap: $207.81B
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• AbbVie Inc. (ABBV $220.08)
  • $220.08 P/E (TTM): 168.0X Cap: $388.96B
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• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 52.03X Cap: $1T
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Q: Could I have three US Healthcare names you recommend today please.
Many thanks!

Upvote 3

Read Answer Asked by Issaku on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.43X Cap: $1.96B
  • View HPS.A Profile
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• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 131.67X Cap: $2.42B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 390.0X Cap: $576M
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Q: Hello 5i

HPS seems to be in the doldrums and not sure they will recover. I'm thinking of selling full position in HPS and take half position in each of PNG and ZDC. (Both of which I don't currently own)

I have all of them as growth stocks so what's your opinion on this trade idea?

Thanks
Ken

Upvote 12

Read Answer Asked by Kenneth on September 26, 2025

• Aquestive Therapeutics Inc. (AQST $3.91)
  • $3.91 Cap: $760M
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Q: Cramer was on Mad Money talking about a speculative stock Aquestive Therapeutics. What do you think of the company? Do they have a lot of debt? When will Anaphylm get approval? Would you be a buyer? Thank you

Upvote 2

Read Answer Asked by patricia on September 26, 2025

• Dynamic Active Crossover Bond ETF (DXO $19.71)
  • $19.71 Cap: $95M
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 P/E (TTM): 13.15X Cap: $6.75B
  • View CASH Profile
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Q: Have cash to park for now, what would be the best choice here…or maybe be a mix of both.
Thanks you and have a great day.

Upvote 1

Read Answer Asked by Sonny on September 25, 2025

• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.14X Cap: $954M
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Q: Dear 5i
PRL has been steadily going down over the last 6 months . I am beginning to lose patience with this one. Is it a hold , sell or a buy more situation ?
Thanks
Bill C

Upvote 12

Read Answer Asked by Bill on September 25, 2025

Q: I need to deploy about $400K in equities for a 75 year old friend whose instructions are conservative, low beta dividend paying stocks. He already has the usual suspects including the banks, Enbridge, plus FC and a few others. I can always add to his current holdings but RSI says many are stretched at the moment. Any thoughts or recommendations?

Upvote 10

Read Answer Asked by Kim on September 25, 2025