Q: Looking at Dream Industrial REIT, I see that the P/E ratio is about 36, which I interpret as expensive, while the P/B ratio is about 0.8, which I would consider a bargain. Which is it? What am I missing?
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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: What are your thoughts on Hut 8? The company and the investment potential of the stock.
Q: Looks like Onyx has had some decent drilling results over the past few months. It would obviously be a speculative purchase however just wondering what you think?
Q: Are there any restrictions on the kind of stocks one can put in a TFSA or a RRSP? Can "penny" stocks be put in? Stocks on the Vancouver exchange?
Is there any input on this from the CRA?
Connie
Is there any input on this from the CRA?
Connie
Q: What is involved with your appearances on BNN? What preparation do you do? Are they paid appearances? Do they limit the size of your entourage? Are you wearing makeup? What do you do during commercial breaks? Do they feed guests and if yes how is the food? Just curious to hear what we don't see on TV. Thanks!
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Invesco DB Commodity Index Tracking Fund (DBC $30.30)
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BMO BROAD COMMODITY ETF - CAD UNITS (ZCOM $36.72)
Q: What are your thoughts on Zcom? Would you recommend this as a good commodity etf? Any other suggestions?
Q: Good morning 5i Team,
I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......
The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.
Thanks for all you do.
I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......
The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.
Thanks for all you do.
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QUALCOMM Incorporated (QCOM $219.09)
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AbbVie Inc. (ABBV $201.55)
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JPMorgan Chase & Co. (JPM $302.10)
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Merck & Company Inc. (MRK $111.38)
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Williams Companies Inc. (The) (WMB $71.96)
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INVESCO QQQ Trust (QQQ $711.23)
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RTX Corporation (RTX $176.09)
Q: I am just starting to do the Smith Maneuver. I am planning on "deploying" about $200k to start and then CDA monthly and then, if and when there is a market drop, buy more.
My time horizon is at least 10 years but maybe more, if all works out.
Please recommend stocks and/or etf's; both Cdn and US.
Thanks for your knowledge and help.
I appreciate being a member.
My time horizon is at least 10 years but maybe more, if all works out.
Please recommend stocks and/or etf's; both Cdn and US.
Thanks for your knowledge and help.
I appreciate being a member.
Q: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?
Q: I was wanting your opinion on this fund that holds private company shares. I know the valuation is silly and the MER is high but I was wondering with SpaceX going public and that being the largest holding how will this effect the price of this fund? This funds other holdings of note rumored to go public this year Databricks, Open Ai, Kraken, if these all go public successfully how does that effect the fund? Fun money buy or stay away?
Q: Hello 5i
What is your opinion about MOAT. It is a new ETF with little track record but I would like your opinion on the strategy used to generate monthly income, safety and suitability for a retiree for safe income. Are there other ETF Canadian or US dollar denominated, with better and well established track record that you would recommend.
What is your opinion about MOAT. It is a new ETF with little track record but I would like your opinion on the strategy used to generate monthly income, safety and suitability for a retiree for safe income. Are there other ETF Canadian or US dollar denominated, with better and well established track record that you would recommend.
Q: Please review COCO
Is it expensive?
Is it a hold buy or sell?
Thank you
Is it expensive?
Is it a hold buy or sell?
Thank you
Q: May I have your comparative analysis of risk/benefit of having your assets in a bank, caisse populaire (Québec) vs fintech (like Wealthsimple)? A friend in corporate legal domain was suspicious of the soundness of fintech vs banks in Canada. She was refering to the 2008 financial crisis and implied that fintechs would be a liability for investors. What do you think?
Thank you as always to Peter and the great team for expertise that goes well beyond stock analysis.
Thank you as always to Peter and the great team for expertise that goes well beyond stock analysis.
Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You
Q: Stack capital has about 28% of its portfolio in pre ipo space x .
I assume the book value of stck is mark to market . As such without knowing its cost basis for its shares how can one determine the change in book values once the ipo happens. I expect a very heavy uptake of the ipo shares
I assume the book value of stck is mark to market . As such without knowing its cost basis for its shares how can one determine the change in book values once the ipo happens. I expect a very heavy uptake of the ipo shares
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Celestica Inc. (CLS $514.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
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Teradyne Inc. (TER $359.77)
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Monolithic Power Systems Inc. (MPWR $1,600.84)
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Fabrinet (FN $621.28)
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Nebius Group N.V. (NBIS $177.05)
Q: Nebius has hit 10% of my total portfolio today. What % would you par this back to? And what top 5 alternative names in sequence of priority would you consider re investment? Assume portfolio is currently diversified in a balanced manner. This would be a long term hold > 5 years.
Q: Re: Income Portfolio
What was the basis of consideration for the construction of your Income Portfolio?
I assume that you were not considering a diversified sector allocation.
Was it constructed on the basis of the constituent securities being stable, reliable in payment, and well established?
Is there a reason for not using covered call securities?
What advice would you give someone considering establishing an income based portfolio?
What was the basis of consideration for the construction of your Income Portfolio?
I assume that you were not considering a diversified sector allocation.
Was it constructed on the basis of the constituent securities being stable, reliable in payment, and well established?
Is there a reason for not using covered call securities?
What advice would you give someone considering establishing an income based portfolio?
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Martin Marietta Materials Inc. (MLM $590.38)
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Vulcan Materials Company (Holding Company) (VMC $283.72)
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CRH PLC (CRH $113.76)
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Amrize Ltd (AMRZ $52.89)
Q: I'm looking for exposure to the infrastructure/materials area. Would you think more pure plays for aggregates like VCM or MLM are preferred over CRH or AMRZ which also have construction exposure? What do you think of this idea and what would your preferred companies be? Thanks very much!
Q: Vertiv or Kinaxis for growth, which would you prefer please.
Q: How important to SHOP is this news?
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''