Investment Q&A

• Alphabet Inc. (GOOG $246.53)
  • $246.53 P/E (TTM): 26.81X Cap: $2.97T
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• Celestica Inc. (CLS $338.21)
  • $338.21 P/E (TTM): 52.89X Cap: $38.19B
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• Kraken Robotics Inc. (PNG $5.98)
  • $5.98 P/E (TTM): 93.0X Cap: $1.82B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.08)
  • $94.08 P/E (TTM): 159.61X Cap: $141.34B
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• Nebius Group N.V. (NBIS $124.95)
  • $124.95 Cap: $28.02B
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Q: Good Morning 5i Team,

In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?

Upvote 22

Read Answer Asked by Edward on October 01, 2025

• Lumine Group Inc. (LMN $40.26)
  • $40.26 P/E (TTM): 157.12X Cap: $10.37B
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Q: If LMN was sold what stock would you replace this one with?

Thanks

Upvote 6

Read Answer Asked on October 01, 2025

• FirstService Corporation (FSV $259.56)
  • $259.56 P/E (TTM): 60.26X Cap: $11.89B
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Q: Hello 5i
In the early part of September, the stock shot up. Now it seems to be sinking back down. Is there any reason for these movements? Could you please suggest a good entry point to buy.
You continually give great advice. Thank you so much!

Upvote 6

Read Answer Asked by GARY on September 30, 2025

• Miscellaneous (MISC)
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Q: What do you folks think of the proposal to cut back required financial reporting by public companies from quarterly to semiannually.

Upvote 11

Read Answer Asked by David on September 30, 2025

• Sportradar Group AG (SRAD $25.28)
  • $25.28 Cap: $7.61B
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Q: Why is SRAD's price slipping? In the past you have recommended the stock and, at one point, I was up 30%. Now up only 12% and dropping. Do I hang on or quit while I'm ahead? What needs to happen for this negative trend to reverse itself? Thank you.

Upvote 3

Read Answer Asked by Maureen on September 30, 2025

• Amgen Inc. (AMGN $295.09)
  • $295.09 P/E (TTM): 24.03X Cap: $159.10B
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• Intuitive Surgical Inc. (ISRG $440.09)
  • $440.09 P/E (TTM): 62.63X Cap: $158.06B
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• AbbVie Inc. (ABBV $231.00)
  • $231.00 P/E (TTM): 110.14X Cap: $411.30B
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• Eli Lilly and Company (LLY $849.76)
  • $849.76 P/E (TTM): 55.23X Cap: $798.45B
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• Merck & Company Inc. (MRK $87.48)
  • $87.48 P/E (TTM): 13.69X Cap: $218.83B
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• AbCellera Biologics Inc. (ABCL $5.82)
  • $5.82 Cap: $1.70B
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Q: Hi,
I want to buy Healthcare stocks.
Can you please recommend in order of preference a top 10 mix of Canadian and USD names. Can you also add a growth/risk rating 1 to 10 with 10 being highest growth and 10 being highest risk.
Thanks

Upvote 6

Read Answer Asked by Marco on September 30, 2025

• Robinhood Markets Inc. (HOOD $146.06)
  • $146.06 P/E (TTM): 73.6X Cap: $127.95B
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• Galaxy Digital Inc. (GLXY $40.48)
  • $40.48 Cap: $14.89B
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Q: I currently have a 3.5% position in HOOD. I am considering a small position in GLXY - say 1.5% - bringing my total exposure to 5%. Being mindful of crypto's volatility, in your view, is a 5% exposure here too high?

Upvote 8

Read Answer Asked by Maureen on September 30, 2025

• Genius Sports Limited (GENI $11.54)
  • $11.54 Cap: $2.76B
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• Robinhood Markets Inc. (HOOD $146.06)
  • $146.06 P/E (TTM): 73.6X Cap: $127.95B
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• Sportradar Group AG (SRAD $25.28)
  • $25.28 Cap: $7.61B
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• Flutter Entertainment Plc (FLUT $241.45)
  • $241.45 Cap: $43.96B
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Q: GENI/SRAD Taking a bit of a hit today. Still up huge on the year obviously but is this decline a buying opportunity for someone looking to build a full position? What news or factors have created this decline?

Upvote 3

Read Answer Asked by Tim on September 30, 2025

• Fortinet Inc. (FTNT $85.59)
  • $85.59 P/E (TTM): 34.41X Cap: $65.07B
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• Amplify Cybersecurity ETF (HACK $87.79)
  • $87.79 P/E (TTM): 33.85X Cap: $2.32B
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• Palo Alto Networks Inc. (PANW $214.69)
  • $214.69 P/E (TTM): 132.45X Cap: $141.16B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $77.23)
  • $77.23 P/E (TTM): 34.63X Cap: $11.10B
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• Zscaler Inc. (ZS $300.45)
  • $300.45 Cap: $46.34B
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• CrowdStrike Holdings Inc. (CRWD $498.00)
  • $498.00 Cap: $121.61B
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Q: And another question for the team. What are your recommendations for cyber security stocks and etf's. I have no holding in such.

Upvote 6

Read Answer Asked by Robert on September 30, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $56.56)
  • $56.56 Cap: $20.77B
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Q: Any idea about why it’s been so strongly last month or so? I take it you still think this is a buy even after recent gains. Thanks.

Upvote 8

Read Answer Asked by Jason on September 30, 2025

• Alphabet Inc. (GOOG $246.53)
  • $246.53 P/E (TTM): 26.81X Cap: $2.97T
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• NVIDIA Corporation (NVDA $188.79)
  • $188.79 P/E (TTM): 52.86X Cap: $4.49T
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• Bank of Nova Scotia (The) (BNS $89.16)
  • $89.16 P/E (TTM): 17.53X Cap: $111.25B
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• BCE Inc. (BCE $32.45)
  • $32.45 P/E (TTM): 70.28X Cap: $30.29B
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• Toronto Dominion Bank (The) (TD $80.87)
  • $80.87 P/E (TTM): 9.56X Cap: $138.26B
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Q: I am in the process of sending my daughter funds to start a TFSA. She deals with Royal Bank. Can you suggest what is best for her to start. Mawer Mutual Funds or GIC's, or? Any suggestions would be greatly appreciated!
Thank you Gordo

Upvote 15

Read Answer Asked by gord on September 30, 2025

• Bank of Nova Scotia (The) (BNS $89.16)
  • $89.16 P/E (TTM): 17.53X Cap: $111.25B
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• Sun Life Financial Inc. (SLF $86.79)
  • $86.79 P/E (TTM): 15.58X Cap: $48.24B
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• Constellation Software Inc. (CSU $3,832.95)
  • $3,832.95 P/E (TTM): 96.25X Cap: $81.32B
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• Intact Financial Corporation (IFC $265.85)
  • $265.85 P/E (TTM): 21.61X Cap: $47.38B
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• Fortis Inc. (FTS $70.21)
  • $70.21 P/E (TTM): 20.71X Cap: $35.42B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.00)
  • $228.00 P/E (TTM): 93.2X Cap: $292.48B
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• Kraken Robotics Inc. (PNG $5.98)
  • $5.98 P/E (TTM): 93.0X Cap: $1.82B
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• kneat.com inc. (KSI $6.03)
  • $6.03 Cap: $577M
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• Tantalus Systems Holding Inc. (GRID $3.55)
  • $3.55 Cap: $180M
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Q: Hello,

I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.

Thank you

Upvote 28

Read Answer Asked by Delbert on September 30, 2025

• GURU Organic Energy Corp. (GURU $5.30)
  • $5.30 Cap: $153M
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Q: Please comment on their recent quarterly earnings and the outlook for this company.

Upvote 2

Read Answer Asked by Larry M. on September 30, 2025

• Broadcom Inc. (AVGO $341.58)
  • $341.58 P/E (TTM): 85.58X Cap: $1.58T
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• Garmin Ltd. (Switzerland) (GRMN $256.16)
  • $256.16 P/E (TTM): 31.81X Cap: $49.34B
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• Goldman Sachs Group Inc. (The) (GS $779.89)
  • $779.89 P/E (TTM): 17.56X Cap: $239.04B
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• JPMorgan Chase & Co. (JPM $305.03)
  • $305.03 P/E (TTM): 15.86X Cap: $846.07B
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• Eli Lilly and Company (LLY $849.76)
  • $849.76 P/E (TTM): 55.23X Cap: $798.45B
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• Mastercard Incorporated (MA $580.18)
  • $580.18 P/E (TTM): 39.03X Cap: $524.18B
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• Visa Inc. (V $352.24)
  • $352.24 P/E (TTM): 34.11X Cap: $683.67B
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• Constellation Software Inc. (CSU $3,832.95)
  • $3,832.95 P/E (TTM): 96.25X Cap: $81.32B
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• Tesla Inc. (TSLA $429.62)
  • $429.62 P/E (TTM): 261.99X Cap: $1.39T
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• Axon Enterprise Inc. (AXON $721.51)
  • $721.51 P/E (TTM): 178.43X Cap: $56.09B
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• Galaxy Digital Inc. Class A common stock (GLXY $56.56)
  • $56.56 Cap: $20.77B
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• CrowdStrike Holdings Inc. (CRWD $498.00)
  • $498.00 Cap: $121.61B
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• Palantir Technologies Inc. (PLTR $182.04)
  • $182.04 P/E (TTM): 598.43X Cap: $432.16B
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• Coinbase Global Inc (COIN $379.58)
  • $379.58 P/E (TTM): 37.34X Cap: $96.55B
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• Robinhood Markets Inc. (HOOD $146.06)
  • $146.06 P/E (TTM): 73.6X Cap: $127.95B
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Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Upvote 27

Read Answer Asked by Adam on September 30, 2025

• iShares MSCI All Country Asia ex Japan Index Fund (AAXJ $93.00)
  • $93.00 P/E (TTM): 9.82X Cap: $3.23B
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Q: Hi Peter,
Please provide your top picks for an ETF that invests in developed Asia Ex Japan and have a large holding % in China and South Korea. Thanks.

Upvote 2

Read Answer Asked by Willie on September 30, 2025

• Miscellaneous (MISC)
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Q: When people compare investing a lump sum to dollar cost averaging to market timing they usually trot out long term averages showing lump sum is better. Doesn’t context matter? Valuations are currently elevated. If they ran the comparisons after eliminating the years when valuations were at or below some long term average would the answer change?

How would you approach this question in today’s market context.

Appreciate you get a version of this question regularly but I’d like your answer for today. Thanks!

Upvote 7

Read Answer Asked by Chris on September 30, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.00)
  • $228.00 P/E (TTM): 93.2X Cap: $292.48B
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Q: SHOP announced yesterday a collaboration with AI. Stock bounced up on the news. How big a deal is this? What impact on the price might it have? Is this something that analysts weren't considering and is new news? Now, for you crystal ball look, what might the stock price be in 6 and 12 months?

Upvote 8

Read Answer Asked on September 30, 2025

• Kinder Morgan Inc. (KMI $27.81)
  • $27.81 P/E (TTM): 22.89X Cap: $62.24B
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Q: KMI pays a less than spectacular dividend which increased this year by a very modest amount. The share price has been flat for almost a year. Their recent acquisition may be accretive but this has not yet been reflected in the price. What, if anything, do you see as a catalyst for price growth?
Do you have better alternatives in this space?
Thanks for your great service.
Ian

Upvote 5

Read Answer Asked by Ian on September 30, 2025

• Tantalus Systems Holding Inc. (GRID $3.55)
  • $3.55 Cap: $180M
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Q: Tantalus Systems (GRID)

The Company’s solutions include TRUConnect AMI, TRUFlex Load+DER Management, TRUGrid Automation, TRUSync Grid Data Management, and TRUSense Gateway.

Could you explain in English exactly how this will utilities, will utility's make more money, is it only for utility's?

Thank you.

Upvote 9

Read Answer Asked by Ross on September 30, 2025

• Apple Inc. (AAPL $256.76)
  • $256.76 P/E (TTM): 38.95X Cap: $3.80T
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• Alphabet Inc. (GOOG $246.53)
  • $246.53 P/E (TTM): 26.81X Cap: $2.97T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $525.90)
  • $525.90 P/E (TTM): 38.75X Cap: $3.89T
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• NVIDIA Corporation (NVDA $188.79)
  • $188.79 P/E (TTM): 52.86X Cap: $4.49T
  • View NVDA Profile
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• Oracle Corporation (ORCL $286.15)
  • $286.15 P/E (TTM): 67.19X Cap: $807.72B
  • View ORCL Profile
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• Celestica Inc. (CLS $338.21)
  • $338.21 P/E (TTM): 52.89X Cap: $38.19B
  • View CLS Profile
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• Nebius Group N.V. (NBIS $124.95)
  • $124.95 Cap: $28.02B
  • View NBIS Profile
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Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks

Upvote 8

Read Answer Asked by JOHN on September 30, 2025