Investment Q&A

• Intact Financial Corporation (IFC $261.66)
  • $261.66 P/E (TTM): 14.13X Cap: $46.74B
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• Magna International Inc. (MG $82.68)
  • $82.68 P/E (TTM): 21.17X Cap: $23.30B
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• Trisura Group Ltd. (TSU $44.87)
  • $44.87 P/E (TTM): 14.81X Cap: $2.13B
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• Nutrien Ltd. (NTR $102.24)
  • $102.24 P/E (TTM): 34.22X Cap: $49.27B
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• Propel Holdings Inc. (PRL $21.41)
  • $21.41 P/E (TTM): 11.13X Cap: $842M
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Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Upvote 11

Read Answer Asked by Kenny on February 27, 2026

• Donaldson Company Inc. (DCI $86.22)
  • $86.22 P/E (TTM): 27.73X Cap: $10.07B
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Q: Your updated comments on DCI please. Buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on February 27, 2026

• Tantalus Systems Holding Inc. (GRID $6.35)
  • $6.35 Cap: $355M
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• Electrovaya Inc. (ELVA $12.90)
  • $12.90 P/E (TTM): 90.97X Cap: $619M
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Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks

Upvote 6

Read Answer Asked by Marco on February 27, 2026

• BluMetric Environmental Inc. (BLM $0.96)
  • $0.96 Cap: $51M
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Q: Can you give me your thoughts on their latest quarter? Would you be a buyer today?

Upvote 1

Read Answer Asked by Bill on February 27, 2026

• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.33X Cap: $126.10B
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Q: Morning 5i Team,

Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H

Upvote 2

Read Answer Asked by Harry on February 27, 2026

• Block Inc. Class A (XYZ $71.81)
  • $71.81 P/E (TTM): 33.58X Cap: $42.75B
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Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 27, 2026

• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 312.5X Cap: $717M
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Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member

Upvote 12

Read Answer Asked by Warren on February 27, 2026

• AirBoss of America Corp. (BOS $6.74)
  • $6.74 Cap: $182M
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Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?

Upvote 3

Read Answer Asked by Peter on February 27, 2026

• Heico Corporation (HEI $268.34)
  • $268.34 P/E (TTM): 53.34X Cap: $37.43B
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Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.

Upvote 2

Read Answer Asked by Brian on February 27, 2026

• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.48X Cap: $540M
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• Propel Holdings Inc. (PRL $21.41)
  • $21.41 P/E (TTM): 11.13X Cap: $842M
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Q: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Upvote 15

Read Answer Asked by Stuart on February 27, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.11)
  • $54.11 P/E (TTM): 18.19X Cap: $28.74B
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• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $56.13)
  • $56.13 P/E (TTM): 0.13X Cap: $279M
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• Vanguard S&P 500 Index ETF (VFV $174.29)
  • $174.29 P/E (TTM): 26.01X Cap: $30.35B
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Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia

Upvote 6

Read Answer Asked by Pierre on February 27, 2026

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• Fortinet Inc. (FTNT $86.29)
  • $86.29 P/E (TTM): 34.7X Cap: $63.17B
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• CrowdStrike Holdings Inc. (CRWD $455.64)
  • $455.64 Cap: $115.55B
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Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.

Upvote 5

Read Answer Asked by Jabs on February 27, 2026

• Zoom Communications Inc. (ZM $103.44)
  • $103.44 P/E (TTM): 15.67X Cap: $30.41B
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Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.

Upvote 3

Read Answer Asked by Barbara on February 27, 2026

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.17)
  • $21.17 P/E (TTM): 50.51X Cap: $764M
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Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?

Upvote 3

Read Answer Asked by nick on February 27, 2026

• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 33.98X Cap: $5.29B
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Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? Thank you.

Upvote 19

Read Answer Asked by Paul on February 27, 2026

• Global X 0-3 Month T-Bill ETF (CBIL $50.02)
  • $50.02 Cap: $2.27B
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• iShares 0-3 Month Treasury Bond ETF (SGOV $100.41)
  • $100.41 Cap: $84.51B
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Q: I hold this in a US account. Is there a comparable investment for my Canadian account. Thank you for your guidance.

Upvote 2

Read Answer Asked by Barry on February 27, 2026

• AST SpaceMobile Inc. (ASTS $70.89)
  • $70.89 Cap: $27.50B
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Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO

Is it a buy at current prices?

Upvote 4

Read Answer Asked by Andrew on February 27, 2026

• Thomson Reuters Corporation (TRI $128.18)
  • $128.18 P/E (TTM): 28.19X Cap: $57.03B
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• XPO Inc. (XPO $215.28)
  • $215.28 P/E (TTM): 83.07X Cap: $25.27B
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Q: So XPO has outperformed TFI over the last year, would you buy it over TFI and do you feel that both are buys today.

Upvote 4

Read Answer Asked by eugene on February 27, 2026

• KKR & Co. Inc. (KKR $103.68)
  • $103.68 P/E (TTM): 44.59X Cap: $92.43B
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• Blackstone Inc. (BX $126.35)
  • $126.35 P/E (TTM): 32.37X Cap: $93.77B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 82.09X Cap: $137.53B
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Q: I know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?

Upvote 6

Read Answer Asked by Neil on February 27, 2026

• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.72X Cap: $243.38B
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Q: Please rate the Canadian Banks on valuation,highest to lowest.Thanks.

Upvote 5

Read Answer Asked by Maurice on February 27, 2026