Investment Q&A

• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $51.58B
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• Celestica Inc. (CLS $432.76)
  • $432.76 P/E (TTM): 50.01X Cap: $48.27B
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• Descartes Systems Group Inc. (The) (DSG $91.44)
  • $91.44 P/E (TTM): 38.81X Cap: $7.86B
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• TMX Group Limited (X $46.67)
  • $46.67 P/E (TTM): 27.53X Cap: $12.98B
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• Thomson Reuters Corporation (TRI $121.21)
  • $121.21 P/E (TTM): 22.2X Cap: $53.91B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 82.09X Cap: $209.03B
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• goeasy Ltd. (GSY $130.00)
  • $130.00 P/E (TTM): 9.56X Cap: $2.08B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.64)
  • $199.64 P/E (TTM): 29.23X Cap: $2.37B
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• Kraken Robotics Inc. (PNG $8.08)
  • $8.08 P/E (TTM): 135.0X Cap: $2.47B
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 158.82X Cap: $511M
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• Galaxy Digital Inc. Class A common stock (GLXY $28.73)
  • $28.73 Cap: $10.53B
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• Tantalus Systems Holding Inc. (GRID $5.45)
  • $5.45 Cap: $282M
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• MDA Space Ltd. (MDA $35.95)
  • $35.95 P/E (TTM): 40.59X Cap: $4.54B
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• Propel Holdings Inc. (PRL $25.56)
  • $25.56 P/E (TTM): 11.47X Cap: $1B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.58)
  • $63.58 P/E (TTM): 88.7X Cap: $142.75B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 75.65X Cap: $5.13B
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Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Upvote 53

Read Answer Asked by Jane on November 17, 2025

• Saputo Inc. (SAP $42.84)
  • $42.84 Cap: $17.53B
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• Restaurant Brands International Inc. (QSR $96.29)
  • $96.29 P/E (TTM): 25.32X Cap: $44.12B
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• Emera Incorporated (EMA $66.35)
  • $66.35 P/E (TTM): 18.21X Cap: $20.25B
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• Richelieu Hardware Ltd. (RCH $42.94)
  • $42.94 P/E (TTM): 27.69X Cap: $2.33B
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• Boyd Group Services Inc. (BYD $241.45)
  • $241.45 P/E (TTM): 235.95X Cap: $6.71B
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Q: Hello everyone,

I have to execute some tax loss selling, and I would appreciate it, if you would rank the following securities from a sell order perspective:

- Saputo, (SAP), Richelieu Hardware (RCH), Restaurant Brands (QSR), Boyd Group (BYD), and Emera (EMA)

Cheers.

PK

Upvote 4

Read Answer Asked by Peter on November 17, 2025

• Dollarama Inc. (DOL $190.70)
  • $190.70 P/E (TTM): 40.82X Cap: $52.21B
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• Tourmaline Oil Corp. (TOU $61.81)
  • $61.81 P/E (TTM): 17.95X Cap: $24.25B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 75.65X Cap: $5.13B
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Q: I’m considering selling half of my Lumine and Topicus to add to my Dollarama or WSP Global in this time of volatility. Thoughts ???

Upvote 7

Read Answer Asked by Dennis on November 17, 2025

• Adobe Inc. (ADBE $266.90)
  • $266.90 P/E (TTM): 16.36X Cap: $110.16B
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• Magna International Inc. (MG $73.84)
  • $73.84 P/E (TTM): 14.49X Cap: $20.80B
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• lululemon athletica inc. (LULU $175.68)
  • $175.68 P/E (TTM): 12.03X Cap: $19.70B
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• The Trade Desk Inc. (TTD $27.04)
  • $27.04 P/E (TTM): 31.08X Cap: $13.07B
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• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.02B
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Q: I have the above holdings in an unregistered account and am in a losing position of 25 - 50% in each. Which of these would you 1) Hold, 2) Sell and 3) Buy back after 30 days?

Upvote 5

Read Answer Asked by Dale on November 17, 2025

Q: Where do you see bitcoin going in the next year or two? Is now the time to lock in gains?

Upvote 16

Read Answer Asked by Kent on November 14, 2025

• MDA Space Ltd. (MDA $35.95)
  • $35.95 P/E (TTM): 40.59X Cap: $4.54B
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Q: What did you think of MDA's quarterly report and would you be a buyer of half a position at this point?
Thank you

Upvote 7

Read Answer Asked by John on November 14, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,318.21)
  • $2,318.21 P/E (TTM): 7.8X Cap: $49.84B
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• ONEX Corporation Subordinate Voting Shares (ONEX $106.35)
  • $106.35 P/E (TTM): 12.36X Cap: $7.28B
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Q: Hello 5i,
Could you please comment on their recent quarterly results and where you see the stocks in the next 12 months?
Where would be a good entry price?
Thank you
Robert

Upvote 2

Read Answer Asked by Mariusz on November 14, 2025

• Blackline Safety Corp. (BLN $6.06)
  • $6.06 Cap: $517M
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Q: How should we interpret the 'Best Stock Idea' list of stocks - say for example Blackline Safety. It is not in any of the portfolios (unless I missed that) and it doesn't show up in answers to questions about best stocks for growth, return from large drops etc.

Are the 'Best Stocks' just new ideas but not necessarily ones with large conviction from 5i?

Curious to get more insight into this section. Thx.

Upvote 3

Read Answer Asked by Michael on November 14, 2025

• Blackstone Inc. (BX $131.42)
  • $131.42 P/E (TTM): 37.16X Cap: $97.04B
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• Kraken Robotics Inc. (PNG $8.08)
  • $8.08 P/E (TTM): 135.0X Cap: $2.47B
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• Axon Enterprise Inc. (AXON $433.77)
  • $433.77 P/E (TTM): 130.66X Cap: $32.87B
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• Nebius Group N.V. (NBIS $92.88)
  • $92.88 Cap: $20.50B
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Q: Do you consider these stocks as buy/hold/sell and if a buy at what point would you ease into each?
Thank you

Upvote 23

Read Answer Asked by John on November 14, 2025

• BCE Inc. (BCE $34.72)
  • $34.72 P/E (TTM): 5.14X Cap: $31.93B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $179.31)
  • $179.31 P/E (TTM): 16.11X Cap: $11.21B
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• Capital Power Corporation (CPX $58.75)
  • $58.75 P/E (TTM): 20.44X Cap: $9.14B
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• Extendicare Inc. (EXE $23.75)
  • $23.75 P/E (TTM): 22.44X Cap: $2B
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• North West Company Inc. (The) (NWC $52.93)
  • $52.93 P/E (TTM): 17.95X Cap: $2.50B
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• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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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

• Loblaw Companies Limited (L $66.79)
  • $66.79 P/E (TTM): 8.29X Cap: $79.84B
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Q: Please comment on the Earnings for $L.

Upvote 4

Read Answer Asked by Valter on November 14, 2025

• Stantec Inc. (STN $139.00)
  • $139.00 P/E (TTM): 32.61X Cap: $15.81B
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• Stantec Inc (STN $102.56)
  • $102.56 P/E (TTM): 32.61X Cap: $11.55B
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Q: Hello,

Can I please get your commentary on the most recent earnings? Buy, sell, hold?

Thanks.

Upvote 4

Read Answer Asked by Satish on November 14, 2025

• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $51.58B
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• Richelieu Hardware Ltd. (RCH $42.94)
  • $42.94 P/E (TTM): 27.69X Cap: $2.33B
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Q: I was thinking of selling my shares of Richelieu hardware and buy constellation software for more growth. Would you agree ?

Upvote 6

Read Answer Asked by jean on November 13, 2025

• AtkinsRéalis Group Inc. (ATRL $105.85)
  • $105.85 P/E (TTM): 7.15X Cap: $17.28B
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Q: This stock has been going down. What is your view of this company and its purchase of C2AE ?
Thank you, Cheers

Upvote 4

Read Answer Asked by Hans on November 13, 2025

• AtkinsRéalis Group Inc. (ATRL $105.85)
  • $105.85 P/E (TTM): 7.15X Cap: $17.28B
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Q: Looks like the market doesnt like ATRL's move into new market?
Cheers, Chris

Upvote 2

Read Answer Asked by Christopher on November 13, 2025

• Kinaxis Inc. (KXS $126.50)
  • $126.50 P/E (TTM): 75.68X Cap: $3.54B
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Q: Is KXS a buy,sell, or hold?

Upvote 5

Read Answer Asked by Brian on November 13, 2025

• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $51.58B
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• Descartes Systems Group Inc. (The) (DSG $91.44)
  • $91.44 P/E (TTM): 38.81X Cap: $7.86B
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• Thomson Reuters Corporation (TRI $121.21)
  • $121.21 P/E (TTM): 22.2X Cap: $53.91B
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• goeasy Ltd. (GSY $130.00)
  • $130.00 P/E (TTM): 9.56X Cap: $2.08B
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 158.82X Cap: $511M
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• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.02B
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• Topicus.com Inc. (TOI $92.13)
  • $92.13 P/E (TTM): 801.92X Cap: $7.72B
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• Tantalus Systems Holding Inc. (GRID $5.45)
  • $5.45 Cap: $282M
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• Cellebrite DI Ltd. (CLBT $14.65)
  • $14.65 Cap: $3.39B
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• BlackSky Technology Inc. Class A (BKSY $24.71)
  • $24.71 Cap: $947M
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• Propel Holdings Inc. (PRL $25.56)
  • $25.56 P/E (TTM): 11.47X Cap: $1B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 75.65X Cap: $5.13B
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Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

Upvote 43

Read Answer Asked by Timothy on November 13, 2025

• BCE Inc. (BCE $34.72)
  • $34.72 P/E (TTM): 5.14X Cap: $31.93B
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Q: I have a large loss in BCE in my TFSA. I want to sell it. Should I do it now or wait until Jan. What stock should I buy to make up for my losses quickly. I already own PNG and CLS and NBIS.

Upvote 8

Read Answer Asked by Kenneth on November 11, 2025

• Finning International Inc. (FTT $90.50)
  • $90.50 P/E (TTM): 17.5X Cap: $11.67B
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Q: Not much has been asked about this Co, lately. What do you think of Finning International, being the largest global distributor of Caterpillar products ? There seems to be a tailwind developing with expanding need for heavy equipment/machinery, based on copper/precious metal mining and infrastructure/data centres spending.

Do you like the Co, its growth prospects and valuation ? Any negatives ?

Would you be comfortable buying a full/partial position, before earnings which are due Nov 11 ?

What are the street estimates ?

Thank You

Upvote 2

Read Answer Asked by rajeev on November 11, 2025

• Firan Technology Group Corporation (FTG $15.69)
  • $15.69 P/E (TTM): 34.88X Cap: $394M
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• MDA Space Ltd. (MDA $35.95)
  • $35.95 P/E (TTM): 40.59X Cap: $4.54B
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Q: Hi Peter,
Both MDA and FTG are experiencing negative momentum. Please compare their financial situation and future revenue projections. With year-end selling, which one would you prefer to buy at the current valuation for a 3 year hold and why? Thanks.

Upvote 9

Read Answer Asked by Willie on November 11, 2025