Investment Q&A

• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 47.24X Cap: $5.75B
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• AST SpaceMobile Inc. (ASTS $70.89)
  • $70.89 Cap: $28.67B
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• Rocket Lab Corporation (RKLB $78.81)
  • $78.81 Cap: $47.50B
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• Voyager Technologies Inc. Class A (VOYG $26.60)
  • $26.60 Cap: $1.56B
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• MARITIME LAUNCH SERVICES INC. (MAXQ $0.56)
  • $0.56 Cap: $445M
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• Firefly Aerospace Inc. (FLY $33.80)
  • $33.80 Cap: $5.61B
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Q: How important is the space theme today in your opinion?
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)

Thanks!

Upvote 5

Read Answer Asked by Catherine on April 27, 2026

• Whitecap Resources Inc. (WCP $15.87)
  • $15.87 P/E (TTM): 15.71X Cap: $19.45B
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• Cardinal Energy Ltd. (CJ $12.37)
  • $12.37 P/E (TTM): 90.36X Cap: $1.99B
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Q: Which one of CJ or WCP do you prefer and why?

Upvote 5

Read Answer Asked by Terry on April 27, 2026

• BCE Inc. (BCE $32.56)
  • $32.56 P/E (TTM): 4.69X Cap: $30.36B
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• TELUS Corporation (T $17.07)
  • $17.07 P/E (TTM): 23.19X Cap: $26.04B
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Q: How do you know when a sector is out of favour and it is time you should start a position?

Thanks

Upvote 8

Read Answer Asked by John on April 27, 2026

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 32.13X Cap: $4.66T
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• United Rentals Inc. (URI $949.23)
  • $949.23 P/E (TTM): 24.66X Cap: $60.13B
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• Teradyne Inc. (TER $345.42)
  • $345.42 P/E (TTM): 88.28X Cap: $53.77B
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• EnerSys (ENS $212.39)
  • $212.39 P/E (TTM): 25.46X Cap: $7.85B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $32.91B
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Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.

Upvote 26

Read Answer Asked by Ben on April 27, 2026

Q: Do CDRs of US SOCKS held in a TFSA have any tax or other implications other than dividend withholding.

Upvote 4

Read Answer Asked by John on April 27, 2026

• EQB Inc. (EQB $124.17)
  • $124.17 P/E (TTM): 20.65X Cap: $4.51B
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• Propel Holdings Inc. (PRL $21.41)
  • $21.41 P/E (TTM): 10.73X Cap: $861M
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Q: Good afternoon Peter and the 5i Team,

What are your thoughts on swapping out Propel for EQB? As well, do you have two more suggestions for Cdn stocks in the small-midcap space that currently might offer better upside than Propel over the next two years?

Thanks,

Brad

Upvote 6

Read Answer Asked by Bradley on April 27, 2026

Q: I asked about oil stock companies on April
21.
Let me now ask about paper vs physical oil price. Many oil experts (like Eric Nutall) point to economies hitting a brick wall very shortly.

What is 5i take on it? Is this going to be our black swan event?

Upvote 7

Read Answer Asked by JR on April 27, 2026

• Pecoy Copper Corp. (PCU $1.66)
  • $1.66 Cap: $374M
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Q: An upgrade from Globe investor for this small cap miner! Would love your excellent analysis and thoughts please?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 27, 2026

• Harley-Davidson Inc. (HOG $24.48)
  • $24.48 P/E (TTM): 8.75X Cap: $2.60B
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Q: COULD YOU GIVE ME YOUR OPINION?

Upvote 1

Read Answer Asked by terrance on April 27, 2026

• ARC Resources Ltd. (ARX $31.85)
  • $31.85 P/E (TTM): 14.6X Cap: $18.22B
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Q: I have held Arx at a cost of about $13 since it was an income trust.I plan to take the deal withe Shell.
Am i correct in assuming the only the only immediate gains tax will be on the $8.20 cash per share.

Upvote 4

Read Answer Asked by Terry on April 27, 2026

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 129.02X Cap: $226.23B
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Q: Hi, if you wanted to choose one stock, which one would you pick for higher growth potential, SHOP or CSU? And what price is a good entry point for each of them?
On another question, how do you see their upcoming earnings?

Thanks

Upvote 7

Read Answer Asked by Abolfazl on April 27, 2026

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 32.13X Cap: $4.66T
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• Applied Digital Corp. (APLD $33.55)
  • $33.55 Cap: $9.78B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 79.08X Cap: $137.24B
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Q: what is your opinion on this company and how do you see it preforming going forward? Would this be a buy and hold as an Ai infrastructure play or s there others you would recomend? I own Goog, NVDA and BN for some exposure already

Upvote 5

Read Answer Asked by Kolbi on April 27, 2026

• Miscellaneous (MISC)
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Q: Hi,

The other day I sold 300 shares of a company from an RRSP account. A minute later I submitted a buy order for the same amount of shares in my TFSA. Both the buy and sell were for the same price.

Today I received a call from my broker advising that I had broken the rules(?) and engaged in a wash trade.

Can you enlighten me as to what and whose rules I have broken?

Upvote 4

Read Answer Asked by Kelly on April 27, 2026

• ARC Resources Ltd. (ARX $31.85)
  • $31.85 P/E (TTM): 14.6X Cap: $18.22B
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Q: I will not be holding Shell after this. Short on Industrial and Financial names. Any suggestions on good replacement. This is a good time to reduce my energy exposure as it is too high.

Upvote 3

Read Answer Asked by Greg on April 27, 2026

• ARC Resources Ltd. (ARX $31.85)
  • $31.85 P/E (TTM): 14.6X Cap: $18.22B
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Q: Please comment on ARX news. I own this stock; should I sell on the news or hold. Thanks!

Upvote 3

Read Answer Asked by Pat on April 27, 2026

• Shift4 Payments Inc. Class A (FOUR $45.21)
  • $45.21 P/E (TTM): 64.51X Cap: $3.58B
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Q: I sold this as a tax loss. Do you think buying it back makes sense now?

Upvote 3

Read Answer Asked by sean on April 27, 2026

• FirstService Corporation (FSV $179.90)
  • $179.90 P/E (TTM): 41.96X Cap: $8.36B
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Q: Could I get your comments on recent earnings. Thanks

Upvote 3

Read Answer Asked by christopher on April 27, 2026

• NexGen Energy Ltd. (NXE $16.81)
  • $16.81 Cap: $11.27B
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Q: Can you provide an updated viewpoint of Nexgen

Upvote 3

Read Answer Asked by Kim on April 27, 2026

• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $32.91B
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• CoreWeave Inc. (CRWV $119.01)
  • $119.01 Cap: $60.59B
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Q: Which do you see as the better investment,Coreweave or Nebius?

Upvote 3

Read Answer Asked by Lon on April 27, 2026

• K2 Gold Corporation (KTO $0.78)
  • $0.78 Cap: $150M
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• Rupert Resources Ltd. (RUP $10.36)
  • $10.36 Cap: $2.69B
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• Aris Mining Corporation (ARIS $24.31)
  • $24.31 P/E (TTM): 115.25X Cap: $5B
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Q: Further to my previous question on this company, are there any juniors you would recommend? Also, do you see the gold rally intact with this just being a normal consolidation? Thank you. John

Upvote 1

Read Answer Asked by John on April 27, 2026