Investment Q&A

• Costco Wholesale Corporation (COST $894.33)
  • $894.33 P/E (TTM): 64.54X Cap: $392.70B
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• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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• GE Aerospace (GE $293.44)
  • $293.44 P/E (TTM): 38.38X Cap: $311.82B
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• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
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• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $829.65B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,437.78)
  • $2,437.78 P/E (TTM): 7.96X Cap: $51.21B
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.14X Cap: $14.58B
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• Tourmaline Oil Corp. (TOU $62.42)
  • $62.42 P/E (TTM): 17.77X Cap: $24.64B
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• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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  • View Reports on SHOP
• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
  • $109.14 P/E (TTM): 44.33X Cap: $12.47B
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• INVESCO QQQ Trust (QQQ $608.89)
  • $608.89 P/E (TTM): 36.83X Cap: $395.80B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.24)
  • $28.24 Cap: $18.71B
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• Boyd Group Services Inc. (BYD $229.39)
  • $229.39 P/E (TTM): 208.48X Cap: $6.16B
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• Ninepoint Energy Income FUnd (NRGI)
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
  • $72.40 P/E (TTM): 31.52X Cap: $115.53B
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• Lumine Group Inc. (LMN $28.67)
  • $28.67 P/E (TTM): 101.24X Cap: $6.96B
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• GE Vernova Inc. (GEV $572.56)
  • $572.56 P/E (TTM): 90.23X Cap: $158.02B
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• Alphabet CDR (CAD Hedged) (GOOG $52.59)
  • $52.59 P/E (TTM): 37.27X Cap: $5.42T
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Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Upvote 9

Read Answer Asked by Terence on November 21, 2025

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Canadian National Railway Company (CNR $130.69)
  • $130.69 P/E (TTM): 17.79X Cap: $78.83B
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $145.66B
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• Manulife Financial Corporation (MFC $49.80)
  • $49.80 P/E (TTM): 15.28X Cap: $83.03B
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• Loblaw Companies Limited (L $63.02)
  • $63.02 P/E (TTM): 7.79X Cap: $73.98B
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• Cenovus Energy Inc. (CVE $24.56)
  • $24.56 P/E (TTM): 14.65X Cap: $45.14B
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• Fortis Inc. (FTS $73.25)
  • $73.25 P/E (TTM): 20.82X Cap: $37.02B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.14X Cap: $14.58B
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• Emera Incorporated (EMA $68.31)
  • $68.31 P/E (TTM): 18.05X Cap: $20.34B
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• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
  • $109.14 P/E (TTM): 44.33X Cap: $12.47B
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• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
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• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.40B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
  • $72.40 P/E (TTM): 31.52X Cap: $115.53B
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• Lumine Group Inc. (LMN $28.67)
  • $28.67 P/E (TTM): 101.24X Cap: $6.96B
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Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Upvote 14

Read Answer Asked by Lauren on November 19, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
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• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
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Q: What would be your top 5 picks for a minimum 5 year hold

Upvote 22

Read Answer Asked by Brian on November 19, 2025

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
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Q: Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you

Upvote 15

Read Answer Asked by Seema on November 18, 2025

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
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• Descartes Systems Group Inc. (The) (DSG $116.15)
  • $116.15 P/E (TTM): 48.47X Cap: $9.83B
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• TMX Group Limited (X $51.63)
  • $51.63 P/E (TTM): 31.0X Cap: $14.36B
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• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
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• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
  • View GSY Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
  • $165.91 P/E (TTM): 22.92X Cap: $1.91B
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• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
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• Vitalhub Corp. (VHI $9.27)
  • $9.27 P/E (TTM): 174.9X Cap: $591M
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• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
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• Tantalus Systems Holding Inc. (GRID $4.25)
  • $4.25 Cap: $208M
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• MDA Space Ltd. (MDA $23.65)
  • $23.65 P/E (TTM): 26.75X Cap: $2.95B
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• Propel Holdings Inc. (PRL $22.75)
  • $22.75 P/E (TTM): 9.72X Cap: $857M
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
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• Lumine Group Inc. (LMN $28.67)
  • $28.67 P/E (TTM): 101.24X Cap: $6.96B
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Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Upvote 52

Read Answer Asked by Jane on November 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
  • View Questions on BN

Q: Which 3 Canadian growth stocks do the 5i Team has most conviction at this time for a TFSA account. Please provide short reasoning. - Thanks!

Upvote 33

Read Answer Asked by Steve on November 13, 2025

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $215.93B
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• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $811.23B
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• Eli Lilly and Company (LLY $1,109.94)
  • $1,109.94 P/E (TTM): 51.84X Cap: $1.04T
  • View LLY Profile
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• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.18B
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• Visa Inc. (V $334.53)
  • $334.53 P/E (TTM): 32.15X Cap: $634.14B
  • View V Profile
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• Toronto-Dominion Bank (The) (TD $116.04)
  • $116.04 P/E (TTM): 9.75X Cap: $199.24B
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $145.66B
  • View ENB Profile
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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• Dollarama Inc. (DOL $203.43)
  • $203.43 P/E (TTM): 43.73X Cap: $55.03B
  • View DOL Profile
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• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
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• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Monolithic Power Systems Inc. (MPWR $908.61)
  • $908.61 P/E (TTM): 22.38X Cap: $42.77B
  • View MPWR Profile
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• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
  • View AXON Profile
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• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
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• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
  • View GLXY Profile
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
  • View CRWD Profile
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• Vertiv Holdings LLC Class A (VRT $169.57)
  • $169.57 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
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• RTX Corporation (RTX $172.15)
  • $172.15 P/E (TTM): 34.84X Cap: $231.84B
  • View RTX Profile
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• Robinhood Markets Inc. (HOOD $115.57)
  • $115.57 P/E (TTM): 44.71X Cap: $103.37B
  • View HOOD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
  • $64.96 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
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• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
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• Costco CDR (CAD Hedged) (COST $40.45)
  • $40.45 P/E (TTM): 49.37X Cap: $561.55B
  • View COST Profile
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Upvote 34

Read Answer Asked by Don on November 12, 2025

• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $116.65B
  • View BNS Profile
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• Alimentation Couche-Tard Inc. (ATD $74.41)
  • $74.41 P/E (TTM): 18.96X Cap: $69.99B
  • View ATD Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: While I could buy a number of international or emerging market ETFs, are there any large cap Canadian stocks that would provide some degree of exposure?

Upvote 8

Read Answer Asked by Jim on November 11, 2025

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
  • View META Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.38T
  • View TSLA Profile
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
  • View CRWD Profile
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Q: Hi Folks,
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks

Upvote 9

Read Answer Asked by JOHN on November 11, 2025

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
  • View MSFT Profile
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• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account

Thanks

Upvote 10

Read Answer Asked on November 10, 2025

• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• 5N Plus Inc. (VNP $19.78)
  • $19.78 P/E (TTM): 26.79X Cap: $1.68B
  • View VNP Profile
  • View Questions on VNP
• TerraVest Industries Inc. (TVK $123.39)
  • $123.39 Cap: $2.63B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
  • $165.91 P/E (TTM): 22.92X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 418.57X Cap: $633M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
  • View GLXY Profile
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  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $4.25)
  • $4.25 Cap: $208M
  • View GRID Profile
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.73)
  • $72.73 P/E (TTM): 53.8X Cap: $7.32B
  • View GRGD Profile
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Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Upvote 29

Read Answer Asked by Jeff on November 10, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Global Payments Inc. (GPN $74.02)
  • $74.02 P/E (TTM): 10.35X Cap: $17.23B
  • View GPN Profile
  • View Questions on GPN
• Shift4 Payments Inc. Class A (FOUR $70.15)
  • $70.15 P/E (TTM): 32.4X Cap: $6.16B
  • View FOUR Profile
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• Toast Inc. Class A (TOST $33.26)
  • $33.26 P/E (TTM): 79.51X Cap: $19.68B
  • View TOST Profile
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Upvote 24

Read Answer Asked by Adam on November 04, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
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Q: Can we get a quick take on financials before the call? Looks like pre-market isn't impressed.

Upvote 9

Read Answer Asked on November 04, 2025

• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Electrovaya Inc. (ELVA $6.32)
  • $6.32 P/E (TTM): 143.65X Cap: $241M
  • View ELVA Profile
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Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 9

Read Answer Asked by Jeff on November 03, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.

Upvote 10

Read Answer Asked by Robert on November 03, 2025

• Descartes Systems Group Inc. (The) (DSG $116.15)
  • $116.15 P/E (TTM): 48.47X Cap: $9.83B
  • View DSG Profile
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  • View Reports on DSG
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $28.67)
  • $28.67 P/E (TTM): 101.24X Cap: $6.96B
  • View LMN Profile
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  • View Reports on LMN

Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Upvote 13

Read Answer Asked by Ozzie on November 03, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: What do you think of the G&M article titled - “Shopify is now bigger than Royal Bank and the precedents aren’t good, says Scotia strategist”

Thx

Upvote 18

Read Answer Asked by Cam on October 31, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,437.78)
  • $2,437.78 P/E (TTM): 7.96X Cap: $51.21B
  • View FFH Profile
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $28.67)
  • $28.67 P/E (TTM): 101.24X Cap: $6.96B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nvidia CDR (CAD Hedged) (NVDA $40.48)
  • $40.48 P/E (TTM): 60.84X Cap: $6.25T
  • View NVDA Profile
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Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Upvote 18

Read Answer Asked by Terence on October 31, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• CECO Environmental Corp. (CECO $51.51)
  • $51.51 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $141.10)
  • $141.10 P/E (TTM): 16.16X Cap: $5.18B
  • View ENS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $35.91)
  • $35.91 Cap: $13.65B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Nebius Group N.V. (NBIS $88.88)
  • $88.88 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.

Upvote 40

Read Answer Asked by Tim on October 21, 2025