Investment Q&A

• J.B. Hunt Transport Services Inc. (JBHT $137.77)
  • $137.77 P/E (TTM): 24.12X Cap: $12.84B
  • View JBHT Profile
  • View Questions on JBHT
• Deere & Company (DE $463.75)
  • $463.75 P/E (TTM): 23.59X Cap: $124.84B
  • View DE Profile
  • View Questions on DE
• Darden Restaurants Inc. (DRI $193.30)
  • $193.30 P/E (TTM): 20.63X Cap: $22.50B
  • View DRI Profile
  • View Questions on DRI
• Uber Technologies Inc. (UBER $97.52)
  • $97.52 P/E (TTM): 16.46X Cap: $201.47B
  • View UBER Profile
  • View Questions on UBER

Q: Some of my shorts, (DE, JBHT and DRI) are reacting well in the pre-market. Do you think they are worth holding, as shorts, for a while yet? Can you comment in particular on DE's earnings? Thank-you.

Upvote 1

Read Answer Asked by Alex on August 19, 2025

• Meta Platforms Inc. (META $718.67)
  • $718.67 P/E (TTM): 26.03X Cap: $1.82T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $242.83)
  • $242.83 P/E (TTM): 26.18X Cap: $2.96T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $518.29)
  • $518.29 P/E (TTM): 38.1X Cap: $3.83T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $188.72)
  • $188.72 P/E (TTM): 53.34X Cap: $4.59T
  • View NVDA Profile
  • View Questions on NVDA

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Upvote 10

Read Answer Asked by Helen on August 19, 2025

• Meren Energy Inc. (MER $1.84)
  • $1.84 Cap: $1.22B
  • View MER Profile
  • View Questions on MER

Q: Please comment on 2nd results.

Thank you

Upvote 1

Read Answer Asked by JACK on August 19, 2025

• Fulgent Genetics Inc. (FLGT $23.09)
  • $23.09 Cap: $700M
  • View FLGT Profile
  • View Questions on FLGT

Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.

Upvote 1

Read Answer Asked by umedali on August 19, 2025

Q: Is there anywhere on your website that I can create a portfolio and monitor its performance?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on August 19, 2025

• Greenlane Renewables Inc. (GRN $0.29)
  • $0.29 Cap: $45M
  • View GRN Profile
  • View Questions on GRN

Q: Please comment on results, outlook, and the jump in share price. Can it climb higher?

Upvote 2

Read Answer Asked by Charles on August 19, 2025

• Logan Energy Corp. (LGN $0.79)
  • $0.79 P/E (TTM): 20.0X Cap: $452M
  • View LGN Profile
  • View Questions on LGN

Q: Peter; LGN has traded over 2M shares today- was it block trades - any idea, besides their earnings report, on why this size of trading? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on August 19, 2025

• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
  • View Questions on DEFI

Q: Thoughts on DEFI Q2 earnings and raised guidance and is this a good entry point?

Upvote 3

Read Answer Asked by Tony on August 18, 2025

• Gambling.com Group Limited (GAMB $8.33)
  • $8.33 Cap: $284M
  • View GAMB Profile
  • View Questions on GAMB

Q: Can you please evaluate the results from GAMB? What was good and what was bad? Why the big sell off? Lastly, buy, sell or hold and why please. I own a small piece of this along with SRAD and GENI and am baffled at its underperformance.

Separately, what do you think of Keystone Financial (key stocks.com) as as supplementary service to 5i? Does coverage overlap dramatically or could it be a nice secondary source of potential growth stocks?

Thanks

Thanks!

Upvote 1

Read Answer Asked by Tim on August 18, 2025

• Bird Construction Inc. (BDT $30.07)
  • $30.07 P/E (TTM): 16.84X Cap: $1.67B
  • View BDT Profile
  • View Questions on BDT

Q: Your thoughts on recent earnings and prospects going forward given Canada's infrastructure plans.

Upvote 4

Read Answer Asked by Theodore on August 18, 2025

Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?

Upvote 9

Read Answer Asked by shirley on August 18, 2025

• Propel Holdings Inc. (PRL $28.17)
  • $28.17 P/E (TTM): 14.18X Cap: $1.10B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Good Day team:How did PRL get ranked along with LMN so far down the line for today. I Recently paid 35.50 for PRL based on 5i's high regard for this name. Should I dump it .Looks like it could be headed for it's 52 week low.Your thoughts please .Larry

Upvote 14

Read Answer Asked by Larry on August 18, 2025

• 5N Plus Inc. (VNP $17.51)
  • $17.51 P/E (TTM): 33.41X Cap: $1.54B
  • View VNP Profile
  • View Questions on VNP

Q: In January you noted:

We are mixed here. We don't like the leverage and the sector may still be weak under Trump policies (solar).

What's changed since then that made you come around to it and add it to your growth portfolio in July?

Upvote 6

Read Answer Asked by Adam on August 18, 2025

• iShares Russell 2000 Growth ETF (IWO $327.41)
  • $327.41 P/E (TTM): 21.85X Cap: $13.05B
  • View IWO Profile
  • View Questions on IWO
• BMO Covered Call Utilities ETF (ZWU $11.53)
  • $11.53 P/E (TTM): 18.8X Cap: $1.92B
  • View ZWU Profile
  • View Questions on ZWU
• BMO S&P 500 Index ETF (ZSP $102.89)
  • $102.89 P/E (TTM): 27.54X Cap: $20.19B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard FTSE Canada All Cap Index ETF (VCN $61.94)
  • $61.94 Cap: $11.54B
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.95)
  • $43.95 P/E (TTM): 8.49X Cap: $468M
  • View VE Profile
  • View Questions on VE
• BMO Canadian High Dividend Covered Call ETF (ZWC $19.80)
  • $19.80 Cap: $1.82B
  • View ZWC Profile
  • View Questions on ZWC
• iShares MSCI USA Momentum Factor ETF (MTUM $255.43)
  • $255.43 P/E (TTM): 32.85X Cap: $19.31B
  • View MTUM Profile
  • View Questions on MTUM
• Vanguard All-Equity ETF Portfolio (VEQT $53.64)
  • $53.64 P/E (TTM): 1.85X Cap: $9.24B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Balanced ETF Portfolio (XBAL $33.28)
  • $33.28 Cap: $2.36B
  • View XBAL Profile
  • View Questions on XBAL
• iShares Core Growth ETF Portfolio (XGRO $34.66)
  • $34.66 Cap: $3.83B
  • View XGRO Profile
  • View Questions on XGRO
• Hamilton Enhanced Canadian Bank ETF (HCAL $32.17)
  • $32.17 P/E (TTM): 11.55X Cap: $698M
  • View HCAL Profile
  • View Questions on HCAL
• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.29)
  • $13.29 Cap: $123M
  • View CNCC Profile
  • View Questions on CNCC

Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.

Thank you

Upvote 13

Read Answer Asked by Kim on August 18, 2025

• Harvest Diversified High Income Shares ETF (HHIS $13.36)
  • $13.36 P/E (TTM): 45.27X Cap: $953M
  • View HHIS Profile
  • View Questions on HHIS

Q: What is your opinion on the new All In One Income ETFs such as HHIS,FFIX and FCIP. I realize that they are all relatively new but do you think they are a good investment at this time?

Upvote 2

Read Answer Asked by shirley on August 18, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $95.92)
  • $95.92 P/E (TTM): 159.14X Cap: $142.36B
  • View BN Profile
  • View Questions on BN
• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $95.92)
  • $95.92 P/E (TTM): 15.28X Cap: $23.11B
  • View BNT Profile
  • View Questions on BNT

Q: In response to Terry's question this morning is it BAM or BN that's splitting 3/2 this October?

Thanks David

Upvote 3

Read Answer Asked by David on August 18, 2025

• TerraVest Industries Inc. (TVK $140.29)
  • $140.29 Cap: $3.04B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Post earnings results, would you be comfortable adding TVK shares at current level, Today ?

Thank You

Upvote 14

Read Answer Asked by rajeev on August 18, 2025

Q: What are your thoughts on Hamiltons new ETF CDAY?

Upvote 2

Read Answer Asked by Carla on August 18, 2025

• Celestica Inc. (CLS $336.47)
  • $336.47 P/E (TTM): 56.54X Cap: $40.30B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $4.96)
  • $4.96 P/E (TTM): 76.5X Cap: $1.46B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $5.43)
  • $5.43 P/E (TTM): 308.24X Cap: $550M
  • View ZDC Profile
  • View Questions on ZDC
• Vitalhub Corp. (VHI $11.00)
  • $11.00 P/E (TTM): 130.35X Cap: $614M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Topicus.com Inc. (TOI $149.75)
  • $149.75 P/E (TTM): 70.98X Cap: $12.60B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• BlackSky Technology Inc. Class A (BKSY $24.29)
  • $24.29 Cap: $863M
  • View BKSY Profile
  • View Questions on BKSY
• Propel Holdings Inc. (PRL $28.17)
  • $28.17 P/E (TTM): 14.18X Cap: $1.10B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $42.50)
  • $42.50 P/E (TTM): 159.97X Cap: $10.89B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nebius Group N.V. (NBIS $126.82)
  • $126.82 Cap: $29.97B
  • View NBIS Profile
  • View Questions on NBIS

Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Upvote 50

Read Answer Asked by Ben on August 18, 2025

• Emera Incorporated (EMA $67.43)
  • $67.43 P/E (TTM): 22.52X Cap: $20.05B
  • View EMA Profile
  • View Questions on EMA
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.04)
  • $47.04 P/E (TTM): 1114.33X Cap: $21.48B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I am an income investor as I live off the dividend stream I receive. I recently started a small position in BIP.UN. I have a full position in EMA. EMA seems to have had a pretty good run lately and also I believe they have reduced their projected dividend growth rate over the next few years. I am thinking of selling my EMA position and shifting it to BIP.UN as BIP.UN seems to have more upside on unit appreciation, a higher dividend and perhaps a higher dividend growth rate. Thoughts on this potential swap??

Upvote 5

Read Answer Asked by Mark on August 18, 2025