Investment Q&A

• BCE Inc. (BCE $33.07)
  • $33.07 P/E (TTM): 4.96X Cap: $30.83B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $175.91)
  • $175.91 P/E (TTM): 15.81X Cap: $11.16B
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• Capital Power Corporation (CPX $60.07)
  • $60.07 P/E (TTM): 20.75X Cap: $9.23B
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• Extendicare Inc. (EXE $22.12)
  • $22.12 P/E (TTM): 20.48X Cap: $1.85B
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• North West Company Inc. (The) (NWC $49.96)
  • $49.96 P/E (TTM): 16.89X Cap: $2.37B
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• Alimentation Couche-Tard Inc. (ATD $75.21)
  • $75.21 P/E (TTM): 19.62X Cap: $69.24B
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Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?

Upvote 5

Read Answer Asked by David on November 14, 2025

• Freehold Royalties Ltd. (FRU $15.17)
  • $15.17 P/E (TTM): 18.56X Cap: $2.46B
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Q: What is their % split for revenue between oil and gas.

Upvote 3

Read Answer Asked by Tim on November 14, 2025

• CECO Environmental Corp. (CECO $63.85)
  • $63.85 P/E (TTM): 43.52X Cap: $2.20B
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Q: Is this a good time to start a position in ceco?

Upvote 4

Read Answer Asked by Gary on November 14, 2025

• ARC Resources Ltd. (ARX $23.97)
  • $23.97 P/E (TTM): 5.81X Cap: $13.51B
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• Tourmaline Oil Corp. (TOU $59.55)
  • $59.55 P/E (TTM): 17.06X Cap: $23.04B
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Q: I currently own above mentioned stocks and looking to add another gas producing company/S with strong fundamentals and future prospects especially with regards to lng accessibility. Recommendations? Thanx.

Upvote 3

Read Answer Asked by Steve on November 14, 2025

• Miscellaneous (MISC)
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Q: WSJ suggests that the AI boom is increasingly fragile.

Does 5i agree with that position?

If YES what companies would be most a t risk?

Thanks.

Upvote 30

Read Answer Asked by Donald on November 14, 2025

• Equinix Inc. (EQIX $783.86)
  • $783.86 P/E (TTM): 73.63X Cap: $78.58B
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• AbbVie Inc. (ABBV $220.04)
  • $220.04 P/E (TTM): 168.0X Cap: $388.89B
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• American Electric Power Company Inc. (AEP $116.57)
  • $116.57 P/E (TTM): 17.09X Cap: $62.44B
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• EOG Resources Inc. (EOG $105.44)
  • $105.44 P/E (TTM): 10.43X Cap: $58.75B
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• NextEra Energy Inc. (NEE $81.12)
  • $81.12 P/E (TTM): 25.44X Cap: $166.37B
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• Energy Transfer LP (ET $17.15)
  • $17.15 P/E (TTM): 13.57X Cap: $58.88B
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• Blackstone Inc. (BX $156.58)
  • $156.58 P/E (TTM): 45.16X Cap: $116.39B
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• NXP Semiconductors N.V. (NXPI $238.33)
  • $238.33 P/E (TTM): 29.85X Cap: $59.98B
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• Digital Realty Trust Inc. (DLR $157.87)
  • $157.87 P/E (TTM): 41.08X Cap: $54.22B
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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 $10.28)
  • $10.28 P/E (TTM): 8.02X Cap: $435M
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• Gladstone Land Corporation (LAND $9.58)
  • $9.58 Cap: $351M
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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 $36.18)
  • $36.18 P/E (TTM): 32.26X Cap: $1.53B
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• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $31.83)
  • $31.83 P/E (TTM): 20.46X Cap: $362M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $46.58)
  • $46.58 P/E (TTM): 20.67X Cap: $537M
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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 $72.09)
  • $72.09 P/E (TTM): 26.68X Cap: $576M
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• State Street Health Care Select Sector SPDR ETF (XLV $157.38)
  • $157.38 P/E (TTM): 24.15X Cap: $41.47B
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• Vanguard Health Care ETF (VHT $292.57)
  • $292.57 P/E (TTM): 24.47X Cap: $17.29B
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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 6

Read Answer Asked by Michael on November 14, 2025

• TSS Inc. (TSSI $9.26)
  • $9.26 P/E (TTM): 41.21X Cap: $239M
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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 $436.69)
  • $436.69 P/E (TTM): 50.28X Cap: $50.23B
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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 $18.51)
  • $18.51 Cap: $4.71B
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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 $18.51)
  • $18.51 Cap: $4.71B
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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 $22.12)
  • $22.12 P/E (TTM): 20.48X Cap: $1.85B
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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 $0.05)
  • $0.05 Cap: $7M
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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 $62.75)
  • $62.75 P/E (TTM): 7.64X Cap: $73.92B
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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 $33.74)
  • $33.74 Cap: $28.90B
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• Capstone Copper Corp. (CS $13.97)
  • $13.97 P/E (TTM): 24.67X Cap: $10.66B
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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 $64.63)
  • $64.63 P/E (TTM): 15.19X Cap: $77.63B
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• Canadian Natural Resources Limited (CNQ $44.81)
  • $44.81 P/E (TTM): 14.08X Cap: $93.34B
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• Tourmaline Oil Corp. (TOU $59.55)
  • $59.55 P/E (TTM): 17.06X Cap: $23.04B
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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 $25.15)
  • $25.15 P/E (TTM): 20.52X Cap: $36.20B
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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