Investment Q&A

• Broadcom Inc. (AVGO $326.02)
  • $326.02 P/E (TTM): 86.69X Cap: $1.61T
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• Micron Technology Inc. (MU $225.52)
  • $225.52 P/E (TTM): 31.29X Cap: $260.98B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $276.96)
  • $276.96 P/E (TTM): 40.38X Cap: $1.48T
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Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?

Upvote 5

Read Answer Asked by Bob on September 08, 2025

• BMO S&P 500 Index ETF (ZSP $101.64)
  • $101.64 P/E (TTM): 26.1X Cap: $20.96B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $81.91)
  • $81.91 Cap: $4.64B
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Q: Is a 5 year return comparison of HXT and ZSP an apples to apples comparison? Is it total return in both cases, or should HXT return be a little higher as any dividends are reinvested?

Upvote 3

Read Answer Asked by M.S. on September 08, 2025

• Circle Internet Group Inc. Class A (CRCL $79.20)
  • $79.20 Cap: $19.54B
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Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.

Upvote 1

Read Answer Asked by Esther on September 08, 2025

• K92 Mining Inc. (KNT $22.61)
  • $22.61 P/E (TTM): 15.58X Cap: $5.39B
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• Collective Mining Ltd. (CNL $18.88)
  • $18.88 Cap: $1.64B
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• Andean Precious Metals Corp. (APM $9.94)
  • $9.94 P/E (TTM): 14.37X Cap: $1.50B
  • View APM Profile
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Q: Hello friends,

I've recently read about these two companies in a report regarding insider activity. Both have impressive 52-week runs. My first opinion after a quick research is that APM looks pretty good, not so much CNL.

I would like a quick expert analysis on both, an opinion if their performance can continue and perhaps better alternatives, if your analysis does not result in a buy recommendation.

Many thanks!

Upvote 3

Read Answer Asked by Iulian on September 05, 2025

• Mattr Corp. (MATR $7.88)
  • $7.88 P/E (TTM): 13.38X Cap: $486M
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Q: Has your opinion changed on this stock based on insider buying? Would you consider it a value trap?

Upvote 2

Read Answer Asked by James on September 05, 2025

• Pembina Pipeline Corporation (PPL $51.47)
  • $51.47 P/E (TTM): 18.56X Cap: $29.49B
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• Tourmaline Oil Corp. (TOU $60.47)
  • $60.47 P/E (TTM): 17.91X Cap: $23.59B
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Q: Of these two which has a safer dividend and better growth going forward for a retired senior? THANK YOU

Upvote 11

Read Answer Asked by nick on September 05, 2025

• Celestica Inc. (CLS $380.07)
  • $380.07 P/E (TTM): 50.23X Cap: $45.64B
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Q: Whats popping CLS today?

Thx

Upvote 22

Read Answer Asked by blake on September 05, 2025

• Kraken Robotics Inc. (PNG $5.67)
  • $5.67 P/E (TTM): 101.5X Cap: $1.81B
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• Vitalhub Corp. (VHI $8.99)
  • $8.99 P/E (TTM): 171.57X Cap: $553M
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• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $1.01B
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Q: Hello 5i,

I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.

Thanks

Upvote 20

Read Answer Asked by Nicola on September 05, 2025

• Solaris Resources Inc. (SLS $10.48)
  • $10.48 Cap: $1.74B
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Q: An update on the prospect for Solaris would be appreciated.

Upvote 2

Read Answer Asked by Maurice on September 05, 2025

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.00)
  • $23.00 P/E (TTM): 11.0X Cap: $1.89B
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Q: Any good news on this stock - I think it reported. I have been under water for some time. Is it worth holding? TCL

Upvote 2

Read Answer Asked by Margot on September 05, 2025

• Axon Enterprise Inc. (AXON $550.00)
  • $550.00 P/E (TTM): 174.95X Cap: $43.80B
  • View AXON Profile
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Q: Lots of praise for AXON in the Q&A section lately, although the stock has actually dropped about $150 since the initial pop from earnings. Does the recent fall represent a good opportunity to step in?

Upvote 7

Read Answer Asked by Mike on September 05, 2025

• Celestica Inc. (CLS $380.07)
  • $380.07 P/E (TTM): 50.23X Cap: $45.64B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.02)
  • $223.02 P/E (TTM): 140.31X Cap: $291.94B
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Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.

Upvote 14

Read Answer Asked by Judith on September 05, 2025

• goeasy Ltd. (GSY $125.68)
  • $125.68 P/E (TTM): 9.0X Cap: $2.04B
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• EQB Inc. (EQB $98.40)
  • $98.40 P/E (TTM): 14.78X Cap: $3.70B
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• VersaBank (VBNK $19.82)
  • $19.82 P/E (TTM): 21.29X Cap: $641M
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• Propel Holdings Inc. (PRL $24.58)
  • $24.58 P/E (TTM): 11.14X Cap: $971M
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Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Upvote 7

Read Answer Asked by John on September 05, 2025

• Churchill Downs Incorporated (CHDN $117.37)
  • $117.37 P/E (TTM): 21.38X Cap: $8.14B
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• MGM Resorts International (MGM $36.20)
  • $36.20 P/E (TTM): 233.63X Cap: $10.07B
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Q: Has the decline on USA travel from Canada and other countries, effected the revenue or profit stream of the big Las Vegas companies?..which if any would you prefer?

Upvote 2

Read Answer Asked by adam on September 05, 2025

• Celestica Inc. (CLS $380.07)
  • $380.07 P/E (TTM): 50.23X Cap: $45.64B
  • View CLS Profile
  • View Questions on CLS

Q: CL has bounced quite nicely in the last few weeks. Still ok at this price? Where do you see this going, realizing its only an educated guess?

Thanks, Mike

Upvote 16

Read Answer Asked by Mike on September 05, 2025

• United Parcel Service Inc. (UPS $100.96)
  • $100.96 P/E (TTM): 15.49X Cap: $84.93B
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Q: I love value, but if UPS were to be a value trap, how would stock price typically play out over time ?

Is UPS's dividend at risk?

How does UPS compare to others in the sector?

Is there a bull case for this stock, or do the risks weigh it down?

Upvote 3

Read Answer Asked by James on September 05, 2025

• CoreWeave Inc. (CRWV $64.55)
  • $64.55 Cap: $34.63B
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Q: CoreWeave has dropped to $88. At what price do you think it starts to look compelling? Would love to hear your thoughts—thanks!

Upvote 2

Read Answer Asked by Esther on September 05, 2025

• Figma Inc. Class A (FIG $37.36)
  • $37.36 Cap: $17.81B
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Q: Considering Figma's current price of $55, I'd like to know if it's still pricey and if the stock has quality attributes. What's a reasonable price range for a buy?

Upvote 3

Read Answer Asked by Esther on September 05, 2025

• Illumina Inc. (ILMN $129.56)
  • $129.56 P/E (TTM): 31.09X Cap: $20.10B
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• Pfizer Inc. (PFE $25.04)
  • $25.04 P/E (TTM): 14.06X Cap: $145.15B
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• BCE Inc. (BCE $31.92)
  • $31.92 P/E (TTM): 4.88X Cap: $29.92B
  • View BCE Profile
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.01)
  • $6.01 P/E (TTM): 23.88X Cap: $638M
  • View FSZ Profile
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  • View Reports on FSZ

Q: Greetings 5i team, I need to harvest some tax losses and these 4 stocks are my candidates, my question is regarding buy back strategy. (1) I intend to buy back PFE but in my RIF vs CASH account; (2) I intend to buy back both ILMN and BCE; (3) not planning to buy back FSZ; (4) not planning to use proxies for any. Does this make sense or would you do it differently? Thank you.

Upvote 4

Read Answer Asked by Barbara on September 05, 2025

• Amazon.com Inc. (AMZN $221.27)
  • $221.27 P/E (TTM): 31.43X Cap: $2.37T
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• Alphabet Inc. (GOOG $298.06)
  • $298.06 P/E (TTM): 30.54X Cap: $3.71T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $476.12)
  • $476.12 P/E (TTM): 33.77X Cap: $3.54T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.31T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $3,315.00)
  • $3,315.00 P/E (TTM): 77.12X Cap: $70.24B
  • View CSU Profile
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  • View Reports on CSU

Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian

Upvote 7

Read Answer Asked by Brian on September 05, 2025