Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $93.80)
  • $93.80 P/E (TTM): 41.47X Cap: $8.06B
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• Kinaxis Inc. (KXS $139.05)
  • $139.05 P/E (TTM): 87.15X Cap: $3.84B
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• Open Text Corporation (OTEX $32.59)
  • $32.59 P/E (TTM): 14.61X Cap: $8.16B
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Q: Hi 5i team,

Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.

Best,
Matt

Upvote 6

Read Answer Asked by Matt on November 10, 2025

• Cellebrite DI Ltd. (CLBT $14.49)
  • $14.49 Cap: $3.61B
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Q: I am down 19% on clbt(in my rif).Would you advise holding on to this or is it time to move on?

Upvote 5

Read Answer Asked by John on November 10, 2025

• Vitalhub Corp. (VHI $8.32)
  • $8.32 P/E (TTM): 165.1X Cap: $525M
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Q: Seems like a decent recent report. Any reason for it's drop today? Thanks

Upvote 6

Read Answer Asked by Michael on November 10, 2025

• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.71X Cap: $4.52T
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• Palantir Technologies Inc. (PLTR $151.60)
  • $151.60 P/E (TTM): 248.3X Cap: $362.42B
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Q: Please what do you think of the big bet against again Palentir and Nividia by the so called "Bigshot "Michael Burry? Possible effects and consequences?

Thank you very much in advance?

Upvote 6

Read Answer Asked by Gabriel on November 10, 2025

• goeasy Ltd. (GSY $40.67)
  • $40.67 P/E (TTM): 3.62X Cap: $653M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.67)
  • $191.67 P/E (TTM): 28.27X Cap: $2.28B
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• Kraken Robotics Inc. (PNG $9.96)
  • $9.96 P/E (TTM): 170.5X Cap: $3.05B
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• Vitalhub Corp. (VHI $8.32)
  • $8.32 P/E (TTM): 165.1X Cap: $525M
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• MDA Space Ltd. (MDA $45.44)
  • $45.44 P/E (TTM): 52.94X Cap: $5.74B
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• Propel Holdings Inc. (PRL $19.08)
  • $19.08 P/E (TTM): 10.29X Cap: $750M
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Q: Hi there,

Can you give me a 1 (low)-10 (high) ranking on these as to which you BUY/ADD right now for a 3-5 year horizon?

I know you’re not big fans of averaging down but are there any of these that you’d look at if you bought at higher prices?


Thanks.

Upvote 30

Read Answer Asked by Robert on November 10, 2025

• BMO S&P 500 Index ETF (ZSP $100.94)
  • $100.94 P/E (TTM): 25.46X Cap: $20.96B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $40.52)
  • $40.52 P/E (TTM): 19.95X Cap: $1.57B
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Q: I want to buy ZSP or EQL for my grandchildren's RESP. They are twins, one year old. Which would you recommend and why? Thank you for your excellent service.

Upvote 3

Read Answer Asked by Brian on November 10, 2025

• Restaurant Brands International Inc. (QSR $97.78)
  • $97.78 P/E (TTM): 30.77X Cap: $44.59B
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• RB Global Inc. (RBA $138.81)
  • $138.81 P/E (TTM): 53.45X Cap: $26.05B
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• Alimentation Couche-Tard Inc. (ATD $80.80)
  • $80.80 P/E (TTM): 22.04X Cap: $74.80B
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Q: Good Afternoon. I'm looking at consolidating my low weight stocks. Out of QSR, RBA and ATD, which two would you sell and which one would you keep? Cheers.

Upvote 2

Read Answer Asked by Neil on November 10, 2025

• Alphabet Inc. (GOOG $308.42)
  • $308.42 P/E (TTM): 28.39X Cap: $3.73T
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• Microsoft Corporation (MSFT $404.88)
  • $404.88 P/E (TTM): 25.38X Cap: $3T
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• Celestica Inc. (CLS $361.36)
  • $361.36 P/E (TTM): 37.34X Cap: $41.54B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.97)
  • $175.97 P/E (TTM): 139.22X Cap: $229.48B
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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

Q: FEEDBACK Re Timelines for answering questions.

I have been a happy 5i’er almost since Day 1. Lucky me. A very rewarding experience…. perfect , maybe not - but I haven’t found a better service or something at lower price for 5i services.

Over the years and given all the questions I have asked, my recollection is that having to wait longer than 36 hours has been amazingly rare. And none of my questions have ever been lost.

Maybe I am just lucky …but my experience has so positive. Thank you.

So call me Happy Camper.

Upvote 39

Read Answer Asked by Donald on November 10, 2025

• Goldman Sachs Group Inc. (The) (GS $823.76)
  • $823.76 P/E (TTM): 16.25X Cap: $244.45B
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• Morgan Stanley (MS $160.89)
  • $160.89 P/E (TTM): 15.74X Cap: $254.68B
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Q: Hi,

On November 6 I asked a question about these 2 companies. Your answer compared JPM instead.

Could you please resend with these 2?

Thanks much appreciated have a great weekend!

Upvote 1

Read Answer Asked by Robert on November 10, 2025

• Cipher Pharmaceuticals Inc. (CPH $14.44)
  • $14.44 P/E (TTM): 16.28X Cap: $371M
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Q: What did u think of their last quarter in light of the stock drop? Thank u

Upvote 3

Read Answer Asked by John on November 10, 2025

• SiTime Corporation (SITM $350.93)
  • $350.93 Cap: $9.22B
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Q: what did you think of the results ,overreaction yesterday and today. I have a few shares sold a few yesterday wondering if its time to rebuy
Thanks

Upvote 1

Read Answer Asked by andre on November 10, 2025

Q: Just wondering if any other 5i folks that deal with BMO are having issues with the transaction to Sunoco. I did not receive the $44 share and no cash, only some shares of Sunoco worth 93k cad. They redeemed 5000 shares of PKI

Upvote 1

Read Answer Asked by Michael on November 10, 2025

• ARC Resources Ltd. (ARX $27.00)
  • $27.00 P/E (TTM): 6.57X Cap: $15.40B
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Q: Thoughts on the quarter and outlook for ARX?

Upvote 2

Read Answer Asked by Ben on November 10, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.68)
  • $60.68 P/E (TTM): 30.21X Cap: $99.40B
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Q: Your thoughts on BAM.to quarterly release.Thanks.
Robert

Upvote 4

Read Answer Asked by Robert on November 10, 2025

• Take-Two Interactive Software Inc. (TTWO $211.09)
  • $211.09 Cap: $38.71B
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Q: Do you still like TTWO after the latest delay of GTA? A buying opportunity?.
Thanks

Upvote 3

Read Answer Asked by Gary on November 10, 2025

• MDA Space Ltd. (MDA $45.44)
  • $45.44 P/E (TTM): 52.94X Cap: $5.74B
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Q: I recently started a position in MDA after the first melt down. Now it has had a second drop and I am questioning what to do. What would you recommend, take the loss, hold for now, fill the position?

Upvote 3

Read Answer Asked by Robert on November 10, 2025

• Primo Brands Corporation Class A (PRMB $21.00)
  • $21.00 Cap: $7.62B
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Q: What are your thoughts on Primo. It's gotten hammered lately and now done 50% over 6 months. Is it time to take some losses and move on?

Upvote 1

Read Answer Asked by Ian on November 10, 2025

• Premium Brands Holdings Corporation (PBH $95.78)
  • $95.78 P/E (TTM): 66.65X Cap: $4.27B
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Q: That inflection point in free cash flow, looks to be a quarter away still. I don’t mind holding for another year, but just want to be sure those earnings don’t concern you as much as the market, given down over $4 today.

Upvote 2

Read Answer Asked by Jim on November 10, 2025

• Hamilton Enhanced U.S. Covered Call ETF (HYLD.U $14.98)
  • $14.98 P/E (TTM): 28.25X Cap: $83M
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• Harvest Diversified High Income Shares ETF (HHIS.U $10.84)
  • $10.84 P/E (TTM): 42.4X Cap: $24M
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Q: As a snowbird I am looking for an investment vehicle with high income paid in USD and have identified these two. I can handle some risk and a degree of leverage but it is not required. Are these two appropriate ; which would you recommend ; are there others I should look at ? Is their unit price quoted in CDN or US dollars ?
Thanks. Derek.

Upvote 4

Read Answer Asked by Derek on November 10, 2025