Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
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Q: hi, I thought I read something yesterday about improper sales accounting from some shopify employees? apparently they have been fired and "the case is closed". surprised nothing in the major financial propaganda sites this am, and no questions here. what are your thoughts on this?

Upvote 10

Read Answer Asked by chris on November 26, 2025

• Costco Wholesale Corporation (COST $1,008.43)
  • $1,008.43 P/E (TTM): 69.72X Cap: $447.39B
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 28.05X Cap: $3.65T
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 25.13X Cap: $2.93T
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• GE Aerospace (GE $299.69)
  • $299.69 P/E (TTM): 37.68X Cap: $313.12B
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• Eli Lilly and Company (LLY $985.08)
  • $985.08 P/E (TTM): 42.58X Cap: $930.72B
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• Walmart Inc. (WMT $126.52)
  • $126.52 Cap: $1T
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,266.72)
  • $2,266.72 P/E (TTM): 7.72X Cap: $48.61B
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• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 79.53X Cap: $53.48B
  • View CSU Profile
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• ARC Resources Ltd. (ARX $27.57)
  • $27.57 P/E (TTM): 6.86X Cap: $15.73B
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• Tourmaline Oil Corp. (TOU $67.09)
  • $67.09 P/E (TTM): 92.57X Cap: $25.97B
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• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
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• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.55X Cap: $573M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.04)
  • $111.04 Cap: $12.81B
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• INVESCO QQQ Trust (QQQ $593.72)
  • $593.72 P/E (TTM): 33.2X Cap: $382.77B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.17)
  • $30.17 Cap: $20.68B
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• Boyd Group Services Inc. (BYD $211.06)
  • $211.06 P/E (TTM): 207.3X Cap: $5.87B
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• Ninepoint Energy Income FUnd (NRGI)
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.65X Cap: $118.35B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.91)
  • $58.91 P/E (TTM): 28.8X Cap: $96.50B
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• Lumine Group Inc. (LMN $25.08)
  • $25.08 P/E (TTM): 94.64X Cap: $6.43B
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• GE Vernova Inc. (GEV $805.02)
  • $805.02 P/E (TTM): 47.04X Cap: $216.97B
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• Alphabet CDR (CAD Hedged) (GOOG $48.52)
  • $48.52 P/E (TTM): 37.71X Cap: $4.98T
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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 $180.25)
  • $180.25 P/E (TTM): 37.38X Cap: $4.38T
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• Canadian National Railway Company (CNR $144.01)
  • $144.01 P/E (TTM): 18.67X Cap: $88.04B
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• Enbridge Inc. (ENB $74.28)
  • $74.28 P/E (TTM): 27.96X Cap: $162.10B
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• Manulife Financial Corporation (MFC $45.90)
  • $45.90 P/E (TTM): 15.03X Cap: $76.96B
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• Loblaw Companies Limited (L $63.32)
  • $63.32 P/E (TTM): 11.85X Cap: $74.41B
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• Cenovus Energy Inc. (CVE $31.85)
  • $31.85 P/E (TTM): 14.98X Cap: $59.98B
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• Fortis Inc. (FTS $79.92)
  • $79.92 P/E (TTM): 22.68X Cap: $40.55B
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• Pembina Pipeline Corporation (PPL $61.28)
  • $61.28 P/E (TTM): 21.83X Cap: $35.61B
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• ARC Resources Ltd. (ARX $27.57)
  • $27.57 P/E (TTM): 6.86X Cap: $15.73B
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• Emera Incorporated (EMA $73.43)
  • $73.43 P/E (TTM): 19.59X Cap: $22.24B
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• Thomson Reuters Corporation (TRI $132.25)
  • $132.25 P/E (TTM): 29.88X Cap: $58.82B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.04)
  • $111.04 Cap: $12.81B
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• Galaxy Digital Inc. Class A common stock (GLXY $30.72)
  • $30.72 Cap: $11.99B
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• Topicus.com Inc. (TOI $97.87)
  • $97.87 P/E (TTM): 317.18X Cap: $12.69B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.65X Cap: $118.35B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.91)
  • $58.91 P/E (TTM): 28.8X Cap: $96.50B
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• Lumine Group Inc. (LMN $25.08)
  • $25.08 P/E (TTM): 94.64X Cap: $6.43B
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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 16

Read Answer Asked by Lauren on November 19, 2025

• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 28.05X Cap: $3.65T
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• Eli Lilly and Company (LLY $985.08)
  • $985.08 P/E (TTM): 42.58X Cap: $930.72B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
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• EnerSys (ENS $161.00)
  • $161.00 P/E (TTM): 19.8X Cap: $5.93B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.65X Cap: $118.35B
  • View BN Profile
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Q: What would be your top 5 picks for a minimum 5 year hold

Upvote 23

Read Answer Asked by Brian on November 19, 2025

• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 79.53X Cap: $53.48B
  • View CSU Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.55X Cap: $573M
  • View GSY Profile
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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 $2,524.08)
  • $2,524.08 P/E (TTM): 79.53X Cap: $53.48B
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• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
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• Descartes Systems Group Inc. (The) (DSG $99.52)
  • $99.52 P/E (TTM): 42.67X Cap: $8.56B
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• TMX Group Limited (X $49.08)
  • $49.08 P/E (TTM): 32.3X Cap: $13.65B
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• Thomson Reuters Corporation (TRI $132.25)
  • $132.25 P/E (TTM): 29.88X Cap: $58.82B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
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• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.55X Cap: $573M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.41)
  • $183.41 P/E (TTM): 27.18X Cap: $2.18B
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• Kraken Robotics Inc. (PNG $9.48)
  • $9.48 P/E (TTM): 160.33X Cap: $2.90B
  • View PNG Profile
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• Vitalhub Corp. (VHI $7.75)
  • $7.75 P/E (TTM): 158.82X Cap: $489M
  • View VHI Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $30.72)
  • $30.72 Cap: $11.99B
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• Tantalus Systems Holding Inc. (GRID $4.15)
  • $4.15 Cap: $213M
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• MDA Space Ltd. (MDA $41.31)
  • $41.31 P/E (TTM): 50.23X Cap: $5.22B
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• Propel Holdings Inc. (PRL $17.60)
  • $17.60 P/E (TTM): 9.68X Cap: $692M
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.65X Cap: $118.35B
  • View BN Profile
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• Lumine Group Inc. (LMN $25.08)
  • $25.08 P/E (TTM): 94.64X Cap: $6.43B
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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 53

Read Answer Asked by Jane on November 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
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  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $9.48)
  • $9.48 P/E (TTM): 160.33X Cap: $2.90B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.65X Cap: $118.35B
  • 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 $250.12)
  • $250.12 P/E (TTM): 32.37X Cap: $3.67T
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• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 29.22X Cap: $2.22T
  • View AMZN Profile
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 28.05X Cap: $3.65T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $472.16)
  • $472.16 P/E (TTM): 60.9X Cap: $167.67B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 37.38X Cap: $4.38T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,241.26)
  • $4,241.26 P/E (TTM): 25.39X Cap: $134.33B
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• Salesforce Inc. (CRM $192.83)
  • $192.83 P/E (TTM): 25.55X Cap: $177.98B
  • View CRM Profile
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• JPMorgan Chase & Co. (JPM $283.44)
  • $283.44 P/E (TTM): 14.14X Cap: $764.44B
  • View JPM Profile
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• Eli Lilly and Company (LLY $985.08)
  • $985.08 P/E (TTM): 42.58X Cap: $930.72B
  • View LLY Profile
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• United Rentals Inc. (URI $737.22)
  • $737.22 P/E (TTM): 19.01X Cap: $46.44B
  • View URI Profile
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• Visa Inc. (V $307.14)
  • $307.14 P/E (TTM): 28.78X Cap: $588.48B
  • View V Profile
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• Toronto-Dominion Bank (The) (TD $128.05)
  • $128.05 P/E (TTM): 10.27X Cap: $213.69B
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• Enbridge Inc. (ENB $74.28)
  • $74.28 P/E (TTM): 27.96X Cap: $162.10B
  • View ENB Profile
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• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 79.53X Cap: $53.48B
  • View CSU Profile
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• Dollarama Inc. (DOL $194.75)
  • $194.75 P/E (TTM): 41.27X Cap: $53.31B
  • View DOL Profile
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• WSP Global Inc. (WSP $222.05)
  • $222.05 P/E (TTM): 29.87X Cap: $29.93B
  • View WSP Profile
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• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $132.25)
  • $132.25 P/E (TTM): 29.88X Cap: $58.82B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Monolithic Power Systems Inc. (MPWR $1,052.59)
  • $1,052.59 P/E (TTM): 80.46X Cap: $51.70B
  • View MPWR Profile
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• Axon Enterprise Inc. (AXON $496.18)
  • $496.18 P/E (TTM): 330.73X Cap: $39.89B
  • View AXON Profile
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• CECO Environmental Corp. (CECO $54.50)
  • $54.50 P/E (TTM): 39.92X Cap: $1.94B
  • View CECO Profile
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• EnerSys (ENS $161.00)
  • $161.00 P/E (TTM): 19.8X Cap: $5.93B
  • View ENS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $30.72)
  • $30.72 Cap: $11.99B
  • View GLXY Profile
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• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
  • View CRWD Profile
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• Vertiv Holdings LLC Class A (VRT $258.88)
  • $258.88 P/E (TTM): 77.82X Cap: $99.04B
  • View VRT Profile
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• RTX Corporation (RTX $204.52)
  • $204.52 P/E (TTM): 40.94X Cap: $275.27B
  • View RTX Profile
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• Robinhood Markets Inc. (HOOD $73.39)
  • $73.39 P/E (TTM): 37.31X Cap: $66.07B
  • View HOOD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.71)
  • $52.71 P/E (TTM): 77.65X Cap: $118.35B
  • View BN Profile
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• Nebius Group N.V. (NBIS $112.95)
  • $112.95 Cap: $26.89B
  • View NBIS Profile
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• Costco CDR (CAD Hedged) (COST $45.27)
  • $45.27 P/E (TTM): 55.1X Cap: $609.94B
  • 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 35

Read Answer Asked by Don on November 12, 2025

• Bank of Nova Scotia (The) (BNS $94.38)
  • $94.38 P/E (TTM): 23.43X Cap: $116.32B
  • View BNS Profile
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• Alimentation Couche-Tard Inc. (ATD $82.62)
  • $82.62 P/E (TTM): 21.81X Cap: $76.48B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • 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 $613.71)
  • $613.71 P/E (TTM): 27.17X Cap: $1.55T
  • View META Profile
  • View Questions on META
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Tesla Inc. (TSLA $391.20)
  • $391.20 P/E (TTM): 365.75X Cap: $1.46T
  • View TSLA Profile
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• CrowdStrike Holdings Inc. (CRWD $441.78)
  • $441.78 Cap: $112.04B
  • 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 $301.46)
  • $301.46 P/E (TTM): 28.05X Cap: $3.65T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 25.13X Cap: $2.93T
  • View MSFT Profile
  • View Questions on MSFT
• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • 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 $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• 5N Plus Inc. (VNP $28.67)
  • $28.67 P/E (TTM): 38.08X Cap: $2.55B
  • View VNP Profile
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• TerraVest Industries Inc. (TVK $132.91)
  • $132.91 Cap: $2.88B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.41)
  • $183.41 P/E (TTM): 27.18X Cap: $2.18B
  • View HPS.A Profile
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• Kraken Robotics Inc. (PNG $9.48)
  • $9.48 P/E (TTM): 160.33X Cap: $2.90B
  • View PNG Profile
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  • View Reports on PNG
• Zedcor Inc. (ZDC $5.30)
  • $5.30 P/E (TTM): 389.29X Cap: $559M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $30.72)
  • $30.72 Cap: $11.99B
  • View GLXY Profile
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  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $4.15)
  • $4.15 Cap: $213M
  • View GRID Profile
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $78.27)
  • $78.27 P/E (TTM): 52.05X Cap: $8.47B
  • 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 $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Global Payments Inc. (GPN $68.67)
  • $68.67 P/E (TTM): 13.77X Cap: $19.22B
  • View GPN Profile
  • View Questions on GPN
• Shift4 Payments Inc. Class A (FOUR $43.33)
  • $43.33 P/E (TTM): 62.82X Cap: $3.52B
  • View FOUR Profile
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 49.37X Cap: $16.25B
  • 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 $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $30.72)
  • $30.72 Cap: $11.99B
  • 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 $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Electrovaya Inc. (ELVA $10.89)
  • $10.89 P/E (TTM): 86.53X Cap: $522M
  • View ELVA Profile
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Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 10

Read Answer Asked by Jeff on November 03, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • 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 $99.52)
  • $99.52 P/E (TTM): 42.67X Cap: $8.56B
  • View DSG Profile
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  • View Reports on DSG
• Kinaxis Inc. (KXS $135.02)
  • $135.02 P/E (TTM): 40.79X Cap: $3.73B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $97.87)
  • $97.87 P/E (TTM): 317.18X Cap: $12.69B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.08)
  • $25.08 P/E (TTM): 94.64X Cap: $6.43B
  • View LMN Profile
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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 $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • 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 $2,266.72)
  • $2,266.72 P/E (TTM): 7.72X Cap: $48.61B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $2,524.08)
  • $2,524.08 P/E (TTM): 79.53X Cap: $53.48B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 135.92X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $97.87)
  • $97.87 P/E (TTM): 317.18X Cap: $12.69B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.08)
  • $25.08 P/E (TTM): 94.64X Cap: $6.43B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nvidia CDR (CAD Hedged) (NVDA $40.74)
  • $40.74 P/E (TTM): 62.29X Cap: $5.97T
  • 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