Q: KITS is doing nicely but has a PE of 155 which is way above my comfort level. So it should come down and I plan to wait for a while. It is also consumer oriented and has likely benefited from peak seasonal trends. What sort of forward PE and growth would you look for?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BCE Inc. (BCE $31.98)
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Constellation Software Inc. (CSU $3,347.90)
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Celestica Inc. (CLS $418.68)
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goeasy Ltd. (GSY $131.53)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $85.18)
Q: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!
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Equifax Inc. (EFX $222.11)
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Affirm Holdings Inc. (AFRM $75.22)
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SoFi Technologies Inc. (SOFI $26.86)
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Reddit Inc. Class A (RDDT $232.76)
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Rocket Lab Corporation (RKLB $70.09)
Q: Hi 5i team,
Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!
Cheers,
Steve
Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!
Cheers,
Steve
Q: Making National Gas out of garbage…hmm what could possibly go wrong….. can you say Xebec or Greenlane Renewables,anyways,Bruce Campbell made this a top pick(again) on Market Call today,he really likes the company and it jumped 11% today.Could I get your opinion of this company in regards to growth,management,debt and more importantly profitability,would you recommend this here,if not what do you think would be a good entry point for a 2-3 year hold …thanks and Happy Holidays!!
Q: You last commented on DBO a year and a half ago. What are your thoughts now as the company seems to have some momentum?
Q: What is your thoughts on ZOMD.V?
I have recently taken a starter position as they have solid clients. Lowering operating costs as well as great earnings.
Thank you
I have recently taken a starter position as they have solid clients. Lowering operating costs as well as great earnings.
Thank you
Q: Please comment on the quarterly earnings for BPL-T. Thank you.
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NVIDIA Corporation (NVDA $187.35)
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Sandisk Corporation (SNDK $245.37)
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Eldorado Gold Corporation (ELD $48.71)
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Celestica Inc. (CLS $418.68)
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New Gold Inc. (NGD $12.16)
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IAMGOLD Corporation (IMG $22.61)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A $14.38)
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Shift4 Payments Inc. Class A (FOUR $64.58)
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Rocket Companies Inc. Class A (RKT $19.30)
Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?
Q: Quite a reaction to the latest earnings report. Seems a bit overdone, is this an entry opportunity?
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Constellation Software Inc. (CSU $3,347.90)
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FirstService Corporation (FSV $214.32)
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goeasy Ltd. (GSY $131.53)
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Lumine Group Inc. (LMN $27.46)
Q: I am down in all these stocks recently.
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.
Are any of them obvious sells that could use to DCA Into others.
I am looking to hold 2-3 years. Thanks
FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.
Are any of them obvious sells that could use to DCA Into others.
I am looking to hold 2-3 years. Thanks
FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%
Q: Your thoughts on the latest quarter,I know your not a fan of averaging down but do you think for a 1-2 year hold this company potential to get back to its recent highs.Basically is their also much growth in their future,thanks
Q: its been awhile since anything has been reported on Chemtrade ?
What do you make of its recent earnings?
the sectors that they are involved in look quite positive .
Thanks
Cal
What do you make of its recent earnings?
the sectors that they are involved in look quite positive .
Thanks
Cal
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CAE Inc. (CAE $42.99)
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Magellan Aerospace Corporation (MAL $18.38)
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Kraken Robotics Inc. (PNG $6.30)
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MDA Space Ltd. (MDA $26.87)
Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?
Thanks!
Thanks!
Q: I know this isn’t your favorite stock but what are your thoughts on the latest earnings report and is there anything in there that changes your mind on the company
Q: Could you comment on Collier's earnings? Can you explain their 3 growth engines and separate the % they generate ? Thanks
Q: Your thoughts on Topicus quarter, please. Do you expect the market reaction to be better than Lumine ?
Thank You
Thank You
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Exact Sciences Corporation (EXAS $101.64)
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CRISPR Therapeutics AG (CRSP $54.12)
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nVent Electric plc (NVT $103.22)
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Shift4 Payments Inc. Class A (FOUR $64.58)
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Upstart Holdings Inc. (UPST $46.93)
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Nextpower Inc. (NXT $90.58)
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Karman Holdings Inc. (KRMN $76.74)
Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?
Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!
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Oracle Corporation (ORCL $195.00)
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BlackSky Technology Inc. Class A (BKSY $19.00)
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Sportradar Group AG (SRAD $23.39)
Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?
Q: Any thoughts on the recent weakness in RBA?