Investment Q&A

• Leon's Furniture Limited (LNF $24.33)
  • $24.33 P/E (TTM): 16.29X Cap: $1.70B
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• Algoma Central Corporation (ALC $22.20)
  • $22.20 P/E (TTM): 6.22X Cap: $898M
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• Wajax Corporation (WJX $28.15)
  • $28.15 P/E (TTM): 11.29X Cap: $622M
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• Doman Building Materials Group Ltd. (DBM $10.32)
  • $10.32 P/E (TTM): 11.17X Cap: $898M
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• A & W Food Services of Canada Inc. (AW $35.26)
  • $35.26 P/E (TTM): 15.52X Cap: $853M
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Q: For an income investor with a long term horizon how would you rank LNF, ALC, WJX, AW.UN, and DBM in terms of total return?

Upvote 2

Read Answer Asked by Simon on March 09, 2026

• Thomson Reuters Corporation (TRI $114.44)
  • $114.44 P/E (TTM): 26.48X Cap: $52.16B
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Q: Hi 5i,

I want to buy more TRI:CA, it has been up for more than 20% from the bottom! Is it still a good price at $150 to buy more? What is your target price?

Thanks for your advise.

Upvote 5

Read Answer Asked by kwokwai on March 09, 2026

• Microsoft Corporation (MSFT $403.54)
  • $403.54 P/E (TTM): 25.81X Cap: $3.02T
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• Microsoft CDR (CAD Hedged) (MSFT $28.44)
  • $28.44 P/E (TTM): 30.25X Cap: $4.19T
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Q: Is MFST-CDR the same as MSFT other than being hedged to the Canadian dollar?

Upvote 2

Read Answer Asked by Mary on March 09, 2026

• Devon Energy Corporation (DVN $46.07)
  • $46.07 P/E (TTM): 11.21X Cap: $29.06B
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• Peyto Exploration & Development Corp. (PEY $25.78)
  • $25.78 P/E (TTM): 12.4X Cap: $5.24B
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• Tourmaline Oil Corp. (TOU $66.15)
  • $66.15 P/E (TTM): 91.49X Cap: $25.78B
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Q: Can you provide 4 to 5 names in natural gas for long term investment? You answered similar question for oil recently. Thanks.

Upvote 4

Read Answer Asked by Sudhir on March 09, 2026

• Constellation Software Inc. (CSU $2,413.22)
  • $2,413.22 P/E (TTM): 72.05X Cap: $50.96B
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Q: Hi gang at 5i.....just wanted to say thank you. A few weeks back you guessed on a capitulation price on CSU. You said maybe $2,200. I bought some around the $2270 mark or so. The low turned out to be $2,196.. looks like you missed it by $4 LOL. Keep up the good work

Upvote 17

Read Answer Asked by Aaron on March 06, 2026

• Canterra Minerals Corporation (CTM $0.20)
  • $0.20 Cap: $72M
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Q: Today you answered a question from Michael and referenced CTM. Did you mean another company, as I cannot find them involved in the Ring of Fire?

Upvote 1

Read Answer Asked by Peter on March 06, 2026

• Micron Technology Inc. (MU $790.58)
  • $790.58 P/E (TTM): 37.55X Cap: $864.49B
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• Sandisk Corporation (SNDK $1,423.18)
  • $1,423.18 Cap: $215.02B
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Q: Good morning,

In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks

Upvote 4

Read Answer Asked by Lin on March 06, 2026

• Surge Energy Inc. (SGY $9.93)
  • $9.93 P/E (TTM): 25.03X Cap: $984M
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Q: Your thoughts please on the quarter?

Thx

Upvote 2

Read Answer Asked by blake on March 06, 2026

• Miscellaneous (MISC)
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Q: You often mentioned that you can slowly buy a stock. If buying slowly does this mean only buy 1% to see how it goes? Buy and then wait for a few months to buy more?Exactly what do you mean by this?

Thanks

Upvote 5

Read Answer Asked on March 06, 2026

Q: Hi Peter and 5i Team,

Peter, a great article in today's Financial Post.

So far today, there's a sell-off in just about everything. Where is all this money going? Are there any free sites that can give some insight?

Thanks as always.

Upvote 4

Read Answer Asked by Jerry on March 06, 2026

• Adex Mining Inc. (ADE $0.11)
  • $0.11 Cap: $74M
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Q: The mineralization of Mount Pleasant New Brunswick has been known for years. In the 1970’s Sullivan Mines, a gold miner from Val D’OR, running out of ore, optioned the claims claiming the site was rich in Tin. There was a brief spike followed a precipitous drop. Needless to say I ended up loosing my so called investment. So here we are 50 or so years later with ADE looking at those claims yet again. My advice “Buyer Beware”!
Jim

Upvote 1

Read Answer Asked by James on March 06, 2026

Q: PM Carney is supposedly promoting a Canadian investment scheme he calls Canada Wealth Gold on a platform called Quantum AI Platform. Do you know anything about this investment and supposed big gold mine in BC now in operation and paying big dividends

Upvote 12

Read Answer Asked by Elmer on March 06, 2026

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 P/E (TTM): 23.61X Cap: $6.29B
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Q: Can you comment on the quarter and if the sell off is warranted?

Upvote 3

Read Answer Asked by fwb181 on March 06, 2026

• GR Silver Mining Ltd. (GRSL $0.37)
  • $0.37 Cap: $190M
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Q: Have not heard much from GRSL lately. Your current opinion

Upvote 1

Read Answer Asked by george on March 06, 2026

• Kinaxis Inc. (KXS $138.00)
  • $138.00 P/E (TTM): 43.65X Cap: $3.93B
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Q: The market seemed to like KXS earnings. Do you have any comments to add to previous ones based on conference call? What do you see for KXS going forward?

Upvote 5

Read Answer Asked by preston on March 06, 2026

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $118.50)
  • $118.50 P/E (TTM): 72.05X Cap: $50.96B
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Q: Have you got any advice on redemption of the constellation software debentures?

Upvote 3

Read Answer Asked by Andrew on March 06, 2026

• The Trade Desk Inc. (TTD $20.04)
  • $20.04 P/E (TTM): 23.91X Cap: $9.93B
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Q: If a giant like OpenAI is choosing to work with The Trade Desk instead of building their own ad tech from scratch, does that prove TTD has a 'moat' that even the best AI companies can't cross? Also, seeing that Jeff Green personally bought $148 million in stock the same week this news leaked—does that suggest this partnership is a much bigger deal for their 2026 growth than the market originally thought?

Upvote 2

Read Answer Asked by jean on March 06, 2026

• SSR Mining Inc. (SSRM $48.29)
  • $48.29 P/E (TTM): 19.19X Cap: $10.03B
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Q: Please give your assessment of the company's sale of Turkish assets and company's intention to deploy the capital - especially given the valuation of the company relative to its peers. Thank you for the work that you do. John

Upvote 3

Read Answer Asked by John on March 06, 2026

• NIQ Global Intelligence (NIQ $9.75)
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Q: Do you have an opinion on NIQ Global Intelligence? Is it having a similar fate as TRI?

PS: NIQ, strange name in your database. Thanks.

Upvote 1

Read Answer Asked by Denise on March 06, 2026

• Adex Mining Inc. (ADE $0.11)
  • $0.11 Cap: $74M
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Q: In one of your responses you mentioned ADE as a potentially interesting micro cap. What makes it interesting for you?

Upvote 1

Read Answer Asked by Judith on March 06, 2026