Investment Q&A

• Equinix Inc. (EQIX $1,077.28)
  • $1,077.28 P/E (TTM): 74.73X Cap: $106.24B
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• AbbVie Inc. (ABBV $208.50)
  • $208.50 P/E (TTM): 85.92X Cap: $368.37B
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• American Electric Power Company Inc. (AEP $127.95)
  • $127.95 P/E (TTM): 19.52X Cap: $69.61B
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• EOG Resources Inc. (EOG $134.93)
  • $134.93 P/E (TTM): 13.19X Cap: $71.86B
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• NextEra Energy Inc. (NEE $94.85)
  • $94.85 P/E (TTM): 28.66X Cap: $197.79B
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• Energy Transfer LP (ET $20.10)
  • $20.10 P/E (TTM): 16.67X Cap: $69.16B
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• Blackstone Inc. (BX $119.62)
  • $119.62 P/E (TTM): 31.4X Cap: $88.86B
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• NXP Semiconductors N.V. (NXPI $298.41)
  • $298.41 P/E (TTM): 37.01X Cap: $75.33B
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• Digital Realty Trust Inc. (DLR $193.31)
  • $193.31 P/E (TTM): 54.82X Cap: $67.93B
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Q: As a dividend investor could you give me 10 companies outside of Canada that have at least a 2% div. and some growth, sectors aside. Appreciate your service!

Upvote 7

Read Answer Asked by Mark on November 14, 2025

• Farmland Partners Inc. (FPI $10.40)
  • $10.40 P/E (TTM): 17.08X Cap: $461M
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• Gladstone Land Corporation (LAND $9.53)
  • $9.53 Cap: $411M
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Q: What do you think 1) of farmland as a long-term investment 2) of farmland as an inflation hedge, and 3) can you compare the two companies on growth, valuation, and other characteristics and what do you prefer?

(Please take more than one question credit if needed - thanks)

Upvote 2

Read Answer Asked by Max on November 14, 2025

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $37.25)
  • $37.25 P/E (TTM): 31.0X Cap: $1.79B
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• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $31.12)
  • $31.12 P/E (TTM): 16.53X Cap: $310M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $46.70)
  • $46.70 P/E (TTM): 17.19X Cap: $634M
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Q: Hello 5i
I have no direct exposure to Europe by design.
I believe it is time to change that.
Do you believe the European markets could continue to perform well?
What is your favorite ETF for this exposure?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on November 14, 2025

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $66.71)
  • $66.71 P/E (TTM): 26.33X Cap: $489M
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• State Street Health Care Select Sector SPDR ETF (XLV $146.71)
  • $146.71 P/E (TTM): 24.85X Cap: $37.99B
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• Vanguard Health Care ETF (VHT $274.41)
  • $274.41 P/E (TTM): 24.74X Cap: $16.46B
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Q: Looking to add a health care etf. Which one might you suggest? Would the major difference in performance between the XHC and the other 2 be the currency hedging?

Upvote 7

Read Answer Asked by Michael on November 14, 2025

• TSS Inc. (TSSI $11.58)
  • $11.58 P/E (TTM): 22.37X Cap: $325M
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Q: hi folks...Q3 results for Tssi/q look to be a disaster...stock -40% AH...not sure if you listen to conference call, if so....is there anything going forward to hold onto this stock. or bite the bullet and take a big loss...I really thought with new facility and added capacity...it would be a great Q, (as Dell seemed positive on latest talk,etc) ....not reductions in figures across the board...any silver lineing ??....thanks as always, jb

Upvote 1

Read Answer Asked by John on November 14, 2025

• Celestica Inc. (CLS $510.17)
  • $510.17 P/E (TTM): 52.6X Cap: $58.94B
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Q: Any news to account for current 12%price drop so far today?

Upvote 10

Read Answer Asked by Dennis on November 14, 2025

• Northland Power Inc. (NPI $23.56)
  • $23.56 Cap: $6.16B
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Q: If NPI is sold because of the surprising dividend cut , what income stock would you replace it with?

Upvote 8

Read Answer Asked by Ronald on November 14, 2025

• Northland Power Inc. (NPI $23.56)
  • $23.56 Cap: $6.16B
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Q: With the shock 24% drop today and the dividend cut could you please suggest 3 possible replacements for my portfolio; preferably with a good dividend and some growth.

Thanks

Dave.

Upvote 4

Read Answer Asked by David on November 14, 2025

• Extendicare Inc. (EXE $33.31)
  • $33.31 P/E (TTM): 28.66X Cap: $3.14B
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Q: Morning troops. I had been considering selling my holdings in EXE until yesterday's report, which was much better than expected. Given the 15% increase in stock price yesterday, where do you see the stock going now and is it suitable for a 65 y/o retiree? Cheers.

Upvote 4

Read Answer Asked by Neil on November 14, 2025

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $5M
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Q: I am considering crystalizing a significant capital loss on this stock, but actually retaining it by buying in a different account now, and then selling it in +30 days to realize the loss.
Before I initiate this, I would like your expert opinion on the 'survivability' of the company. Some questions:
What is their burn rate vs cash on hand?
How long before an event that will further dilute shareholders?
Are there any near term catalysts for the stock?
Do you think it is gradually going to zero?
Thanks

Upvote 2

Read Answer Asked by Glenn on November 14, 2025

• Loblaw Companies Limited (L $60.23)
  • $60.23 P/E (TTM): 11.51X Cap: $70.35B
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Q: Please comment on the Earnings for $L.

Upvote 4

Read Answer Asked by Valter on November 14, 2025

• Lundin Mining Corporation (LUN $42.02)
  • $42.02 P/E (TTM): 22.57X Cap: $35.95B
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• Capstone Copper Corp. (CS $14.25)
  • $14.25 P/E (TTM): 22.77X Cap: $10.88B
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Q: What is a good copper company to invest in?

Upvote 6

Read Answer Asked by Margita Elisabet on November 14, 2025

• Suncor Energy Inc. (SU $90.60)
  • $90.60 P/E (TTM): 18.33X Cap: $106.97B
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• Canadian Natural Resources Limited (CNQ $64.69)
  • $64.69 P/E (TTM): 11.95X Cap: $134.94B
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• Tourmaline Oil Corp. (TOU $65.39)
  • $65.39 P/E (TTM): 91.49X Cap: $25.39B
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Q: Hello Team,
Can I have your top three Canadian energy names please.
Much appreciated!

Upvote 10

Read Answer Asked by Issaku on November 14, 2025

Q: With some miners turning there business models to Data Centers, do you guess the unit price here will move more on the Data centre theme or price of bitcoin? Same question for GLXY?

Upvote 5

Read Answer Asked by Charles on November 14, 2025

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $25.39)
  • $25.39 P/E (TTM): 22.03X Cap: $39.27B
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Q: I have made good gains and dividends on fts.pr.g over time ,now at $25 trim ,sell or hold as I do not know how long this will stay up?

Upvote 4

Read Answer Asked by nick on November 14, 2025

Q: when is the best time to add dry powder during tax loss season. Is November to early or should we be waiting till end of December?
Thanks Dave

Upvote 7

Read Answer Asked by Dave on November 14, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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Q: Stingray released a very good earnings report last night and also announced a major acquisition, which they are calling transformational. The stock is up about 15% on the news, but still trades at a pretty cheap multiple. What do you think of it after these announcements? A couple of comments about it in the Forums section by Murray and I.

Upvote 3

Read Answer Asked by Dan on November 14, 2025

• Meta Platforms Inc. (META $616.63)
  • $616.63 P/E (TTM): 25.67X Cap: $1.56T
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• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.78X Cap: $4.69T
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• Intuitive Surgical Inc. (ISRG $432.27)
  • $432.27 P/E (TTM): 51.04X Cap: $153.09B
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• NVIDIA Corporation (NVDA $225.83)
  • $225.83 P/E (TTM): 44.78X Cap: $5.49T
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• Booking Holdings Inc. (BKNG $155.03)
  • $155.03 P/E (TTM): 0.97X Cap: $120.12B
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• JPMorgan Chase & Co. (JPM $300.25)
  • $300.25 P/E (TTM): 14.6X Cap: $804.52B
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• Oracle Corporation (ORCL $189.76)
  • $189.76 P/E (TTM): 33.54X Cap: $545.75B
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• United Rentals Inc. (URI $935.26)
  • $935.26 P/E (TTM): 24.75X Cap: $58.59B
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• Walmart Inc. (WMT $131.47)
  • $131.47 Cap: $1.04T
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• Axon Enterprise Inc. (AXON $376.82)
  • $376.82 P/E (TTM): 261.17X Cap: $30.37B
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• CECO Environmental Corp. (CECO $83.14)
  • $83.14 P/E (TTM): 217.43X Cap: $2.98B
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• EnerSys (ENS $232.98)
  • $232.98 P/E (TTM): 29.35X Cap: $8.58B
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• RTX Corporation (RTX $178.11)
  • $178.11 P/E (TTM): 33.51X Cap: $239.85B
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• Coinbase Global Inc (COIN $201.80)
  • $201.80 P/E (TTM): 76.34X Cap: $53.15B
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• Robinhood Markets Inc. (HOOD $76.75)
  • $76.75 P/E (TTM): 38.18X Cap: $69.11B
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• Nebius Group N.V. (NBIS $207.27)
  • $207.27 Cap: $52.62B
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• Galaxy Digital Inc. (GLXY $30.81)
  • $30.81 Cap: $12.03B
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Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Upvote 9

Read Answer Asked by Adam on November 14, 2025

• PRO Real Estate Investment Trust (PRV.UN $6.39)
  • $6.39 P/E (TTM): 18.82X Cap: $430M
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Q: Ca n you comment on their most recent quarterly earnings, are they trending in the right direction?

Thanks

Peter

Upvote 2

Read Answer Asked by Peter on November 14, 2025

• OptimizeRx Corporation (OPRX $4.92)
  • $4.92 P/E (TTM): 23.88X Cap: $118M
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Q: This healthcare tech stock just reported earnings, and appears to have beat on all marks. Yet the stock has dropped significantly since reporting. Wondering if you could give me your analysis if this is a good opportunity to buy relative to other healthcare tech, given its valuation metrics, support and resistance, and current growth trajectory. Any other similar small cap names in healthcare like this intrigue you right now?

Upvote 1

Read Answer Asked by Thomas on November 14, 2025