Investment Q&A

• O'Reilly Automotive Inc. (ORLY $93.60)
  • $93.60 P/E (TTM): 31.73X Cap: $78.31B
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• AutoZone Inc. (AZO $3,536.42)
  • $3,536.42 P/E (TTM): 30.53X Cap: $58.26B
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• Genuine Parts Company (GPC $110.44)
  • $110.44 P/E (TTM): 233.6X Cap: $15.36B
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Q: can I get your thoughts on GPC ? Is it worth buying or is there something better for the sector ?

Upvote 1

Read Answer Asked by ric on June 27, 2025

• Fortis Inc. (FTS $78.15)
  • $78.15 P/E (TTM): 22.48X Cap: $39.78B
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• Capital Power Corporation (CPX $67.93)
  • $67.93 P/E (TTM): 85.7X Cap: $10.62B
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• Hydro One Limited (H $58.27)
  • $58.27 P/E (TTM): 26.23X Cap: $34.94B
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Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks

Upvote 6

Read Answer Asked by Brad on June 27, 2025

• iShares China Large-Cap ETF (FXI $36.88)
  • $36.88 P/E (TTM): 46.48X Cap: $6.10B
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• iShares MSCI China ETF (MCHI $58.03)
  • $58.03 P/E (TTM): 26.09X Cap: $6.78B
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• KraneShares CSI China Internet ETF (KWEB $29.64)
  • $29.64 P/E (TTM): 7.37X Cap: $6.32B
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Q: Can you pls recommend any ETF`s that have some China exposure

Upvote 1

Read Answer Asked by Howie on June 27, 2025

• Simply Solventless Concentrates Ltd. (HASH $0.04)
  • $0.04 P/E (TTM): 1.17X Cap: $4M
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Q: Can I please get your thoughts on Simply Solventless’ recent quarter. Would you throw some mad money into this company? Thank you for your service.

Upvote 2

Read Answer Asked by Bill on June 27, 2025

• BigBear.ai Inc. (BBAI $3.79)
  • $3.79 Cap: $1.66B
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Q: What are your thoughts on BBAI. Is it buy or hold

If you have a $750k portfolio and want to add stocks under 5 and would you use percentage or dollar value of total portfolio.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on June 27, 2025

• Agnico Eagle Mines Limited (AEM $294.70)
  • $294.70 P/E (TTM): 24.44X Cap: $147.64B
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• Nutrien Ltd. (NTR $100.80)
  • $100.80 P/E (TTM): 34.0X Cap: $49.04B
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• Linde plc (LIN $497.94)
  • $497.94 P/E (TTM): 34.85X Cap: $231.53B
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• ISHARES BITCOIN TR (IBIT $42.56)
  • $42.56 Cap: $58.63B
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Q: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.

Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?

Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.

Thank you.

Upvote 8

Read Answer Asked by Karim on June 27, 2025

• Alimentation Couche-Tard Inc. (ATD $78.10)
  • $78.10 P/E (TTM): 20.08X Cap: $71.74B
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Q: Feel free to answer following the conference call.
Would you initiate a position here, I am light in this sector.

Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.

Thank you for this amazing service.

Upvote 9

Read Answer Asked by Adam on June 27, 2025

Q: PCT Can you give me your opinion on PCT (on nasdaq) now and going forward

Upvote 2

Read Answer Asked by arnold on June 27, 2025

• Cellebrite DI Ltd. (CLBT $12.51)
  • $12.51 Cap: $2.95B
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Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks

Upvote 4

Read Answer Asked by Ben on June 27, 2025

• iShares 0-3 Month Treasury Bond ETF (SGOV $100.53)
  • $100.53 Cap: $85.86B
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Q: I had purchased this in my RRIF thinking it would be fairly stable. Unfortunately with the drop in the US dollar it has not performed well. Would you continue to hold short term US gov bonds in this environment?. The second part of th e question is this a reasonable ETF for that purpose. I do hold AGG as well

Upvote 3

Read Answer Asked by Tom on June 27, 2025

• Gilead Sciences Inc. (GILD $139.77)
  • $139.77 P/E (TTM): 20.54X Cap: $174.35B
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• Intuitive Surgical Inc. (ISRG $468.36)
  • $468.36 P/E (TTM): 58.32X Cap: $165.92B
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• AbbVie Inc. (ABBV $208.42)
  • $208.42 P/E (TTM): 87.49X Cap: $368.84B
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• Eli Lilly and Company (LLY $905.03)
  • $905.03 P/E (TTM): 40.5X Cap: $855.08B
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• Stryker Corporation (SYK $341.24)
  • $341.24 P/E (TTM): 41.24X Cap: $132.46B
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• Harvest Healthcare Leaders Income ETF (HHL $7.16)
  • $7.16 P/E (TTM): 23.48X Cap: $1.65B
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• Catalyst Pharmaceuticals Inc. (CPRX $25.85)
  • $25.85 P/E (TTM): 14.99X Cap: $3.15B
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Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!

Upvote 7

Read Answer Asked by Roger on June 27, 2025

• Canadian Natural Resources Limited (CNQ $62.91)
  • $62.91 P/E (TTM): 12.51X Cap: $130.99B
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• Peyto Exploration & Development Corp. (PEY $25.18)
  • $25.18 P/E (TTM): 12.38X Cap: $5.12B
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Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.

Upvote 6

Read Answer Asked by Victor on June 27, 2025

Q: Do you have any recommendations in the metals and mining space that have a yield of at least 3% and expectations of some growth. I would like to diversity my portfolio into this area

Upvote 4

Read Answer Asked by arnold on June 27, 2025

• QuantumScape Corporation (QS $7.17)
  • $7.17 Cap: $4.20B
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Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 2

Read Answer Asked by James on June 27, 2025

Q: CRMZ Thoughts on CreditRiskMonitor.Com Inc on the OTC? I heard they have significant cash per share.

Upvote 2

Read Answer Asked by Craig on June 27, 2025

• Topicus.com Inc. (TOI $99.70)
  • $99.70 P/E (TTM): 297.44X Cap: $12.95B
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Q: Hi, do you have any explanation why topic is being steadily dropping since around June 4th? Thank you

Upvote 7

Read Answer Asked by GeeMac on June 27, 2025

• Tamarack Valley Energy Ltd. (TVE $11.11)
  • $11.11 Cap: $5.37B
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Q: You see any value in the junior oil companies in your growth portfolio?

Thx

Upvote 5

Read Answer Asked by blake on June 27, 2025

• Intuitive Surgical Inc. (ISRG $468.36)
  • $468.36 P/E (TTM): 58.32X Cap: $165.92B
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• Micron Technology Inc. (MU $456.23)
  • $456.23 P/E (TTM): 40.55X Cap: $525.14B
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• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.07X Cap: $147.03B
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• Tourmaline Oil Corp. (TOU $60.64)
  • $60.64 P/E (TTM): 85.47X Cap: $23.42B
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
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• Descartes Systems Group Inc. (The) (DSG $99.70)
  • $99.70 P/E (TTM): 39.2X Cap: $8.57B
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• Kinaxis Inc. (KXS $145.66)
  • $145.66 P/E (TTM): 41.31X Cap: $4.02B
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• Thomson Reuters Corporation (TRI $126.91)
  • $126.91 P/E (TTM): 26.17X Cap: $56.32B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $228.46B
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• TerraVest Industries Inc. (TVK $121.86)
  • $121.86 Cap: $2.82B
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• EQB Inc. (EQB $117.42)
  • $117.42 P/E (TTM): 19.56X Cap: $4.29B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $134.13)
  • $134.13 Cap: $15.02B
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• Kraken Robotics Inc. (PNG $8.45)
  • $8.45 P/E (TTM): 148.83X Cap: $2.59B
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• Zedcor Inc. (ZDC $5.79)
  • $5.79 P/E (TTM): 397.86X Cap: $606M
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• kneat.com inc. (KSI $4.23)
  • $4.23 Cap: $393M
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• Vitalhub Corp. (VHI $8.04)
  • $8.04 P/E (TTM): 74.6X Cap: $490M
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• CRISPR Therapeutics AG (CRSP $56.76)
  • $56.76 Cap: $5.48B
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• Axon Enterprise Inc. (AXON $402.18)
  • $402.18 P/E (TTM): 238.17X Cap: $30.62B
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• Twist Bioscience Corporation (TWST $57.62)
  • $57.62 Cap: $3.51B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Genius Sports Limited (GENI $4.81)
  • $4.81 Cap: $1.23B
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• Sportradar Group AG (SRAD $17.24)
  • $17.24 Cap: $5.37B
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• Propel Holdings Inc. (PRL $21.84)
  • $21.84 P/E (TTM): 10.37X Cap: $859M
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• D2L Inc. Subordinate Voting Shares (DTOL $8.70)
  • $8.70 P/E (TTM): 36.21X Cap: $472M
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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• Nvidia CDR (CAD Hedged) (NVDA $44.77)
  • $44.77 P/E (TTM): 64.39X Cap: $6.58T
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Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Upvote 29

Read Answer Asked by Gilles on June 27, 2025

• TELUS Corporation (T $16.90)
  • $16.90 P/E (TTM): 23.14X Cap: $25.87B
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• BMO Covered Call Utilities ETF (ZWU $11.81)
  • $11.81 P/E (TTM): 16.11X Cap: $2.10B
  • View ZWU Profile
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Q: Hello,
What do you think of switching Telus to ZWU.
Telus is in my TFSA account and i am currently down 10%.Also, what is the risk of ZWU ?
Thanks!

Upvote 3

Read Answer Asked by Nancy on June 27, 2025

• Toronto-Dominion Bank (The) (TD $142.77)
  • $142.77 P/E (TTM): 11.26X Cap: $238.25B
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• Sun Life Financial Inc. (SLF $93.89)
  • $93.89 P/E (TTM): 14.86X Cap: $52.01B
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• TELUS Corporation (T $16.90)
  • $16.90 P/E (TTM): 23.14X Cap: $25.87B
  • View T Profile
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• Fortis Inc. (FTS $78.15)
  • $78.15 P/E (TTM): 22.48X Cap: $39.78B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $58.44)
  • $58.44 Cap: $7.81B
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Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.

Thanks for the great service!

Upvote 8

Read Answer Asked by Camille on June 27, 2025