Investment Q&A

• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 86.5X Cap: $1.62B
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Q: When does PNG next report? Can't seem to find the date anywhere. What's generally expected and what does 5i expect?

Upvote 8

Read Answer Asked on November 19, 2025

• Purpose Bitcoin ETF (BTCC.B $17.61)
  • $17.61 Cap: $1.20B
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Q: Where would you rank Bitcoin within this “Buyer’s opportunity”? Would it fit in nicely with CLS, PNG, GLX, NBIS etc?

Would you consider Bitcoin a Buy/hold/sell today? A rating out of 10, with 10 being a strong buy. Long term hold

I understand everyone’s risk tolerance/position sizing varies.

Thank you

Upvote 4

Read Answer Asked by Nick on November 18, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: Hello 5I team.Currently down 30%.Considering tax loss sale.Would 5I wait the 30 days to buy back or at this time rather invest in another name that is off but would have as good if not more potential bounce going forward not.Considering any sector?Thanks again Larry

Upvote 8

Read Answer Asked by Larry on November 18, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: I can see potential in this name when the sentiment turns on crypto and it will.The American debt problem is not going away.I foresee incredible stock market volatility in the years ahead,no matter who is in power.I am 75 but will continue to be fully invested
by paying attention to you and the markets.Thank you for sharing your knowledge.

Upvote 10

Read Answer Asked by Allen on November 18, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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• Coinbase Global Inc (COIN $257.29)
  • $257.29 P/E (TTM): 22.84X Cap: $69.37B
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• Propel Holdings Inc. (PRL $20.53)
  • $20.53 P/E (TTM): 9.38X Cap: $807M
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• Circle Internet Group Inc. Class A (CRCL $69.72)
  • $69.72 Cap: $18.03B
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Q: I hold these in registered accounts and am down approximately 20% for each stock.For a 2-3 year time frame would you buy/hold/sell at this time?Would your answer change if asked in January?
Thank you very much

Upvote 6

Read Answer Asked by John on November 18, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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• Galaxy Digital Inc. (GLXY $25.76)
  • $25.76 Cap: $9.99B
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Q: When do you think this will turn around and what might that take? Do you think we are seeing retail traders throw in the towel? I was concerned when I was down 10%. Now I’m down 40%. I see you rate it well so I’m holding. I am just losing hope and am frankly worried.

Upvote 15

Read Answer Asked by Jason on November 17, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: Currently down 25%. How far would 5I let this run before moving on to ? You best case idea Thanks Larry

Upvote 10

Read Answer Asked by Larry on November 17, 2025

• Celestica Inc. (CLS $439.81)
  • $439.81 P/E (TTM): 51.41X Cap: $48.23B
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Q: Most AI related stocks including Celestica have come under pressure, this week, presumably, due to concerns emanated from recent trend of capex financing through debt issuance by some hyperscalers.

Michael Burry's short report has also been widely circulating, accusing Maga Tech companies, understating depreciation related to expensive chips ( he also promised more details on Nov 25 ), thus inflating profit margins.

What is your view on these concerns ?

Where do you see a floor for CLS ?

Thank You

Upvote 16

Read Answer Asked by rajeev on November 17, 2025

• Tantalus Systems Holding Inc. (GRID $4.09)
  • $4.09 Cap: $202M
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Q: Thanks for commenting on the earnings. Could you please talk about the conference call. On a scale of one to ten, is it a strong by today (10), a buy 6-9, hold (5) or sell 4 or less. And why? Thank you.

Upvote 8

Read Answer Asked by James on November 14, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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• Nebius Group N.V. (NBIS $95.07)
  • $95.07 Cap: $21.55B
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• SharpLink Gaming Inc. (SBET $9.87)
  • $9.87 Cap: $1.94B
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• BitMine Immersion Technologies Inc. (BMNR $29.18)
  • $29.18 Cap: $9.19B
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Q: Hi team, I own all four of these stocks and would like to increase holdings in two of the four. which two would you add to now?

Thanks Dave

Upvote 6

Read Answer Asked by Dave on November 14, 2025

• Agnico Eagle Mines Limited (AEM $235.86)
  • $235.86 P/E (TTM): 28.3X Cap: $117.05B
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• Lundin Gold Inc. (LUG $113.76)
  • $113.76 P/E (TTM): 28.42X Cap: $27.61B
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• G Mining Ventures Corp. (GMIN $29.45)
  • $29.45 P/E (TTM): 18.77X Cap: $6.36B
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Q: Please can you give me the 3 best canadian gold mining companies? Some comments would be welcomed.

Thank you very much in advance

Upvote 8

Read Answer Asked by Gabriel on November 13, 2025

• Zedcor Inc. (ZDC $5.85)
  • $5.85 P/E (TTM): 428.57X Cap: $617M
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Q: Please comment on the Earnings for Zedcor.

Upvote 13

Read Answer Asked by Valter on November 13, 2025

• Tantalus Systems Holding Inc. (GRID $4.09)
  • $4.09 Cap: $202M
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Q: Hi Peter and 5i,
May I have your assessment of the Q3. Thank you.

Upvote 8

Read Answer Asked by Dennis on November 13, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!

Upvote 10

Read Answer Asked by Jason on November 12, 2025

Q: Next to "PORTFOLIOS" there is a "new" marking. Please tell me what this refers to.
Thank you

Upvote 12

Read Answer Asked by STANLEY on November 11, 2025

• Americas Gold and Silver Corporation (USA $5.40)
  • $5.40 Cap: $1.44B
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• Silvercorp Metals Inc. (SVM $9.27)
  • $9.27 P/E (TTM): 44.09X Cap: $2B
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• Lundin Gold Inc. (LUG $113.76)
  • $113.76 P/E (TTM): 28.42X Cap: $27.61B
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• G Mining Ventures Corp. (GMIN $29.45)
  • $29.45 P/E (TTM): 18.77X Cap: $6.36B
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Q: Good morning, your comments please on the latest quarter from USA Silver. Do you recommend or do you have another preference in this space.
Thanks
Rob

Upvote 2

Read Answer Asked by Robert on November 11, 2025

• Suncor Energy Inc. (SU $63.25)
  • $63.25 P/E (TTM): 14.16X Cap: $75.92B
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Q: Thoughts please on the? Please no credit as this is in your balanced portfolio.Thx

Upvote 4

Read Answer Asked by blake on November 11, 2025

• Celestica Inc. (CLS $439.81)
  • $439.81 P/E (TTM): 51.41X Cap: $48.23B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.36)
  • $205.36 P/E (TTM): 78.92X Cap: $255.46B
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• 5N Plus Inc. (VNP $20.15)
  • $20.15 P/E (TTM): 28.73X Cap: $1.71B
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• TerraVest Industries Inc. (TVK $120.61)
  • $120.61 Cap: $2.61B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $167.68)
  • $167.68 P/E (TTM): 22.86X Cap: $1.99B
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• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 86.5X Cap: $1.62B
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• Zedcor Inc. (ZDC $5.85)
  • $5.85 P/E (TTM): 428.57X Cap: $617M
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• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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• Tantalus Systems Holding Inc. (GRID $4.09)
  • $4.09 Cap: $202M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $63.65)
  • $63.65 P/E (TTM): 56.88X Cap: $6.77B
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Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Upvote 29

Read Answer Asked by Jeff on November 10, 2025

• Constellation Software Inc. (CSU $3,201.66)
  • $3,201.66 P/E (TTM): 73.7X Cap: $68.62B
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• Celestica Inc. (CLS $439.81)
  • $439.81 P/E (TTM): 51.41X Cap: $48.23B
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• Thomson Reuters Corporation (TRI $188.86)
  • $188.86 P/E (TTM): 35.34X Cap: $84.43B
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• 5N Plus Inc. (VNP $20.15)
  • $20.15 P/E (TTM): 28.73X Cap: $1.71B
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• TerraVest Industries Inc. (TVK $120.61)
  • $120.61 Cap: $2.61B
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• EQB Inc. (EQB $85.22)
  • $85.22 P/E (TTM): 9.58X Cap: $3.26B
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• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 86.5X Cap: $1.62B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.85)
  • $5.85 P/E (TTM): 428.57X Cap: $617M
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• kneat.com inc. (KSI $4.12)
  • $4.12 Cap: $392M
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• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Upvote 23

Read Answer Asked by chris on November 10, 2025

• Celestica Inc. (CLS $439.81)
  • $439.81 P/E (TTM): 51.41X Cap: $48.23B
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• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 86.5X Cap: $1.62B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.85)
  • $5.85 P/E (TTM): 428.57X Cap: $617M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Upvote 12

Read Answer Asked by richard on November 10, 2025