Investment Q&A

• Seagate Technology Holdings PLC (STX $396.02)
  • $396.02 P/E (TTM): 52.77X Cap: $86.36B
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• Western Digital Corporation (WDC $270.57)
  • $270.57 P/E (TTM): 28.1X Cap: $91.73B
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• Pure Storage Inc. Class A (PSTG $67.72)
  • $67.72 P/E (TTM): 189.56X Cap: $22.35B
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Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.

Upvote 5

Read Answer Asked by Edward on October 24, 2025

• Lumine Group Inc. (LMN $18.92)
  • $18.92 P/E (TTM): 75.56X Cap: $4.85B
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Q: I was doing very well with Lumine untill July . From a high of $ 55.00 to now 36.00. What's happening ? Thanks.

Upvote 16

Read Answer Asked by Frank on October 24, 2025

• Crescent Energy Company Class A (CRGY $10.33)
  • $10.33 Cap: $3.37B
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• Vital Energy Inc. par value $0.01 per share (VTLE)
  • P/E (TTM): 2.75X Cap: $1.48B
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Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Upvote 4

Read Answer Asked by Kevin on October 24, 2025

• NVIDIA Corporation (NVDA $192.85)
  • $192.85 P/E (TTM): 47.1X Cap: $4.68T
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• CoreWeave Inc. (CRWV $99.30)
  • $99.30 Cap: $45.26B
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Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Upvote 8

Read Answer Asked by chris on October 24, 2025

• Agnico Eagle Mines Limited (AEM $334.66)
  • $334.66 P/E (TTM): 25.87X Cap: $167.67B
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Q: Hi 5i team,

Wealthsimple allows clients to purchase physical gold in all accounts. My gold exposure is through AEM. Should I continue with AEM or switch to physical gold?

Best,
Matt

Upvote 5

Read Answer Asked by Matt on October 24, 2025

• Critical Infrastructure Technologies Ltd. (CTTT $0.49)
  • $0.49 Cap: $59M
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Q: (CTTT)Critical Infrastructure Tech

can you give me an opinion on their most recent news, insider buying and ownership, management, industry, balance sheet and outlook. Thank you.

Upvote 2

Read Answer Asked by James on October 24, 2025

• Cash (CAD dollars) (CASH.CAD $1.00)
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Q: What is the best place to park a sizeable amount of cash for a few weeks? Funds are required for home purchase, so no volatility, please.

Upvote 4

Read Answer Asked by Maureen on October 24, 2025

Q: In general, what is your opinion on investing in Mutual Funds? I just want to follow a dozen stocks and the rest in ETF, Index, or Mutual funds. But I hear Mutual Funds have a high MER.

Upvote 10

Read Answer Asked by Louis on October 24, 2025

• Rocket Doctor AI Inc. (AIDR $0.68)
  • $0.68 Cap: $56M
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Q: A company called Rocket Doctor was talked about on market call the other day. Is it worth than investing in?

Upvote 3

Read Answer Asked by Andrea on October 24, 2025

• Caterpillar Inc. (CAT $768.23)
  • $768.23 P/E (TTM): 40.39X Cap: $357.44B
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• Fluor Corporation (FLR $53.10)
  • $53.10 Cap: $7.78B
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• Quanta Services Inc. (PWR $568.21)
  • $568.21 P/E (TTM): 81.27X Cap: $85.01B
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• Vulcan Materials Company (Holding Company) (VMC $317.89)
  • $317.89 P/E (TTM): 37.64X Cap: $39.55B
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• Xylem Inc. New (XYL $128.13)
  • $128.13 P/E (TTM): 33.16X Cap: $31.19B
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• Generac Holdlings Inc. (GNRC $235.17)
  • $235.17 P/E (TTM): 85.2X Cap: $13.44B
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• Eagle Materials Inc (EXP $231.69)
  • $231.69 P/E (TTM): 17.81X Cap: $7.28B
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• AECOM (ACM $95.34)
  • $95.34 P/E (TTM): 33.07X Cap: $12.32B
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• Jacobs Solutions Inc. (J $134.53)
  • $134.53 P/E (TTM): 57.95X Cap: $15.80B
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• Trane Technologies plc (TT $463.73)
  • $463.73 P/E (TTM): 35.99X Cap: $102.63B
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Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Upvote 3

Read Answer Asked by Michael on October 24, 2025

• Tourmaline Oil Corp. (TOU $62.76)
  • $62.76 P/E (TTM): 18.06X Cap: $24.28B
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• Tenaz Energy Corp. (TNZ $45.15)
  • $45.15 Cap: $1.28B
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Q: Hello 5i Team
I would like to add to the above stocks , do you see oil to start to make a comeback and would you recommend these stocks.Would you recommend any other stocks in the oil or gas industry?
Yesterday zoom was just fantastic with lots of takeaways of knowledge.
Thank very much.

Upvote 2

Read Answer Asked by claudio on October 24, 2025

• Blue Ant Media Corporation Subordinate Voting Shares (BAMI $6.48)
  • $6.48 Cap: $185M
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Q: Is this company in essence a lottery ticket or is there something worth considering?
Jim

Upvote 1

Read Answer Asked by James on October 24, 2025

• Kraken Robotics Inc. (PNG $8.67)
  • $8.67 P/E (TTM): 133.83X Cap: $2.65B
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• Zedcor Inc. (ZDC $5.82)
  • $5.82 P/E (TTM): 420.0X Cap: $614M
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• CECO Environmental Corp. (CECO $60.00)
  • $60.00 P/E (TTM): 54.7X Cap: $2.13B
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• EnerSys (ENS $172.62)
  • $172.62 P/E (TTM): 21.46X Cap: $6.16B
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• Karman Holdings Inc. (KRMN $83.60)
  • $83.60 P/E (TTM): 1166.0X Cap: $11.06B
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Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.

Upvote 25

Read Answer Asked by Dick on October 24, 2025

• EQB Inc. (EQB $115.70)
  • $115.70 P/E (TTM): 17.76X Cap: $4.34B
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Q: Even though it is trying to clean up its structure the price has gone from 108 in July to 88 today.

Are there other options in the financial sector that can offer more growth and more stability than EQB over the next few years?


Sheldon

Upvote 5

Read Answer Asked by Sheldon on October 24, 2025

Q: When looking at the stock portfolios and seeing the company grading (A, B, C, etc.) I understand that these are top level indicators of the company's performance, however, do they also indicate if the current price is a good entry point to buy the stock?

Upvote 5

Read Answer Asked by mike on October 24, 2025

• Intuitive Surgical Inc. (ISRG $494.02)
  • $494.02 P/E (TTM): 64.05X Cap: $175.44B
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Q: What is your analysis of its last quarter? It seems that the market likes what it saw. How do you view its prospects over the next 3 years? thx.

Upvote 9

Read Answer Asked by John on October 24, 2025

• TMX Group Limited (X $46.41)
  • $46.41 P/E (TTM): 30.95X Cap: $12.91B
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• Thomson Reuters Corporation (TRI $123.45)
  • $123.45 P/E (TTM): 21.58X Cap: $54.91B
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Q: Which one would you old for long term growth and dividend?

Upvote 11

Read Answer Asked by Stephen on October 24, 2025

• Comfort Systems USA Inc. (FIX $1,468.58)
  • $1,468.58 P/E (TTM): 50.6X Cap: $51.65B
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Q: What do you think of the earnings announcement on Oct 23rd?

They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).

Upvote 3

Read Answer Asked by Paul on October 24, 2025

• Celestica Inc. (CLS $406.34)
  • $406.34 P/E (TTM): 49.65X Cap: $46.74B
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• goeasy Ltd. (GSY $110.79)
  • $110.79 P/E (TTM): 8.55X Cap: $1.77B
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• Kraken Robotics Inc. (PNG $8.67)
  • $8.67 P/E (TTM): 133.83X Cap: $2.65B
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• Zedcor Inc. (ZDC $5.82)
  • $5.82 P/E (TTM): 420.0X Cap: $614M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.48)
  • $29.48 Cap: $11.51B
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Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Upvote 34

Read Answer Asked by chris on October 24, 2025

• State Street Financial Select Sector SPDR ETF (XLF $50.98)
  • $50.98 P/E (TTM): 16.77X Cap: $50.78B
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• iShares S&P U.S. Financials Index ETF (XUSF $74.94)
  • $74.94 P/E (TTM): 16.61X Cap: $51M
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Q: Good morning,
What are your thoughts on this relatively new ETF in the Financial sector and are there better alternatives that you would recommend?
Thank you.

Upvote 3

Read Answer Asked by Francesco on October 23, 2025