Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 15.85X Cap: $27.34B
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• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 42.14X Cap: $97.42B
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Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 10

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 15.85X Cap: $27.34B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 7

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Upvote 10

Read Answer Asked by Stuart on July 31, 2025

• GitLab Inc. (GTLB $47.48)
  • $47.48 Cap: $7.10B
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Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.62X Cap: $195.71B
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• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.52X Cap: $114.05B
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• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.38X Cap: $93.30B
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• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.74X Cap: $48.58B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• Intact Financial Corporation (IFC $259.41)
  • $259.41 P/E (TTM): 20.91X Cap: $46.26B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 52.83X Cap: $10.75B
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• Toromont Industries Ltd. (TIH $157.45)
  • $157.45 P/E (TTM): 26.82X Cap: $12.79B
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.61X Cap: $31.05B
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• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 9.91X Cap: $3.36B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 36.9X Cap: $122.97B
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Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Intel Corporation (INTC $40.16)
  • $40.16 Cap: $175.78B
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Q: What are your thoughts on Intel?

Upvote 2

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 152.62X Cap: $413.56B
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• Zedcor Inc. (ZDC $6.80)
  • $6.80 P/E (TTM): 394.12X Cap: $715M
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Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $17.17)
  • $17.17 Cap: $4.11B
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Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.25X Cap: $201.08B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.00)
  • $177.00 P/E (TTM): 35.03X Cap: $2.85B
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• BMO Equal Weight Banks Index ETF (ZEB $53.18)
  • $53.18 P/E (TTM): 11.77X Cap: $4.35B
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• Nintendo Co (NTDOY)
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• Nebius Group N.V. (NBIS $124.18)
  • $124.18 Cap: $29.56B
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Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Upvote 26

Read Answer Asked by Greg on July 31, 2025

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Upvote 1

Read Answer Asked by Jim on July 31, 2025

• DXP Enterprises Inc. (DXPE $121.00)
  • $121.00 P/E (TTM): 23.37X Cap: $1.93B
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Q: Your opinion please and thank you.

Upvote 1

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $23.92)
  • $23.92 Cap: $1.03B
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Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.

Upvote 1

Read Answer Asked by ANDREW on July 31, 2025

Q: Hi 5i, Would you please share your opinion on FFRHX, Is it a good investment ?

Upvote 3

Read Answer Asked by Fernando on July 31, 2025

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
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Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• JPMorgan Chase & Co. (JPM $309.44)
  • $309.44 P/E (TTM): 15.67X Cap: $850.88B
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• RTX Corporation (RTX $177.42)
  • $177.42 P/E (TTM): 38.76X Cap: $237.48B
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Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Upvote 3

Read Answer Asked by Dennis on July 31, 2025

• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.07X Cap: $114.38B
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Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $6.56)
  • $6.56 P/E (TTM): 14.5X Cap: $650M
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Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025

• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 39.89X Cap: $50.05B
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• Firan Technology Group Corporation (FTG $10.90)
  • $10.90 P/E (TTM): 25.35X Cap: $274M
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• Kits Eyecare Ltd. (KITS $13.96)
  • $13.96 P/E (TTM): 126.0X Cap: $448M
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• MDA Space Ltd. (MDA $28.94)
  • $28.94 P/E (TTM): 38.19X Cap: $3.61B
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• AtkinsRéalis Group Inc. (ATRL $100.05)
  • $100.05 P/E (TTM): 7.12X Cap: $16.59B
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Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Upvote 9

Read Answer Asked by Anthony on July 31, 2025

• Starbucks Corporation (SBUX $83.15)
  • $83.15 P/E (TTM): 36.28X Cap: $94.51B
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• Nike Inc. (NKE $64.90)
  • $64.90 P/E (TTM): 33.51X Cap: $95.93B
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• UnitedHealth Group Incorporated (DE) (UNH $344.75)
  • $344.75 P/E (TTM): 15.39X Cap: $312.28B
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• United Parcel Service Inc. (UPS $95.06)
  • $95.06 P/E (TTM): 14.52X Cap: $80.56B
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• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 11.62X Cap: $19.06B
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• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 22.71X Cap: $4.50B
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Q: Hello,

If you have to chose 1 or 2 with the highest conviction of potential upside, which would you chose? And at what price would you be comfortable starting a long term position?


Thanks!

Upvote 6

Read Answer Asked by Satish on July 31, 2025

• Secure Waste Infrastructure Corp. (SES $17.57)
  • $17.57 P/E (TTM): 22.05X Cap: $4.05B
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• Firan Technology Group Corporation (FTG $10.90)
  • $10.90 P/E (TTM): 25.35X Cap: $274M
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Q: Which company do you think has the best chance of being a long term compounder?
Thanks

Upvote 3

Read Answer Asked by Curtis on July 31, 2025