Investment Q&A

• Nebius Group N.V. (NBIS $102.80)
  • $102.80 Cap: $23.55B
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• CoreWeave Inc. (CRWV $85.75)
  • $85.75 Cap: $39.54B
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Q: corweave and nebius both got hammered in november, i know you had nebius as a top pick when you were on bnn.it went straight up then straight doen.
which do you prefer now and why.would you buy both or stay away. dave

Upvote 9

Read Answer Asked by david on November 24, 2025

• Salesforce Inc. (CRM $247.46)
  • $247.46 P/E (TTM): 34.11X Cap: $227.26B
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• UnitedHealth Group Incorporated (DE) (UNH $333.49)
  • $333.49 P/E (TTM): 16.93X Cap: $307.72B
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• Novo Nordisk A/S (NVO $47.99)
  • $47.99 P/E (TTM): 13.51X Cap: $363.68B
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• The Trade Desk Inc. (TTD $39.35)
  • $39.35 P/E (TTM): 45.92X Cap: $18.67B
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• Crocs Inc. (CROX $88.24)
  • $88.24 P/E (TTM): 27.77X Cap: $4.63B
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• Axon Enterprise Inc. (AXON $550.61)
  • $550.61 P/E (TTM): 170.5X Cap: $42.89B
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• e.l.f. Beauty Inc. (ELF $81.62)
  • $81.62 P/E (TTM): 52.25X Cap: $4.79B
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• Duolingo Inc. (DUOL $188.38)
  • $188.38 P/E (TTM): 23.14X Cap: $8.56B
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Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Upvote 4

Read Answer Asked by Lorraine on November 24, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $77.68)
  • $77.68 P/E (TTM): 545.85X Cap: $12.28B
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Q: ZenaTech - ZENA on the Nasdaq, looks like an interesting product offering, would you consider it investable? Another company with the same product that you like better?
Thanks

Upvote 3

Read Answer Asked by Curtis on November 24, 2025

• goeasy Ltd. (GSY $125.17)
  • $125.17 P/E (TTM): 9.4X Cap: $2.07B
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Q: hello
I have a partial position on gsy; go easy
it has plummeted

looking for a bottom , what would be a good entry price for a 3 years hold? would you prefer GSY over PRL which is a smaller company?
thanks

Michael

Upvote 10

Read Answer Asked by Michael on November 24, 2025

• Genius Sports Limited (GENI $11.23)
  • $11.23 Cap: $2.69B
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• Sportradar Group AG (SRAD $22.81)
  • $22.81 Cap: $6.83B
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Q: Hi Team,
Do you still consider Srad and Geni solid growth names? I own both in moderation at a loss. Wondering if they are worth holding or if you would trade them in for any other “better” ideas at the moment? 10yr hold.

Shane

Upvote 7

Read Answer Asked by Shane on November 24, 2025

• Stantec Inc. (STN $132.56)
  • $132.56 P/E (TTM): 31.29X Cap: $15.26B
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Q: Hello
looking at both Stn and wsp to add to a pre-existing position

what would be a good price to add for Stn.ca?
thanks

Michael

Upvote 5

Read Answer Asked by Michael on November 24, 2025

• Constellation Software Inc. (CSU $3,309.98)
  • $3,309.98 P/E (TTM): 75.41X Cap: $69.79B
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• goeasy Ltd. (GSY $125.17)
  • $125.17 P/E (TTM): 9.4X Cap: $2.07B
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• Propel Holdings Inc. (PRL $26.60)
  • $26.60 P/E (TTM): 11.34X Cap: $1.05B
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Q: Thank you for the recent flash update on several companies that have experienced a large decline in the last few months. Your reports reaffirmed the solid foundation of these companies. Also nice to see a bit of a bounce upward of these companies,
Thanks Stephen

Upvote 13

Read Answer Asked by Stephen on November 24, 2025

• Tiny Ltd. (TINY $10.00)
  • $10.00 Cap: $297M
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Q: What are your thoughts on this small cap that was at one time a high flyer?
Would love your analysis on there recent Earnings report and do you see some good things down the road?
Thanx as always
Gary

Upvote 2

Read Answer Asked by Gary on November 24, 2025

• Celestica Inc. (CLS $450.09)
  • $450.09 P/E (TTM): 50.37X Cap: $49.48B
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Q: How is Celestica's current valuation, after this AI related pullback, last week ?

What is the level of debt and is it sustainable ?

What is the risk/reward to own/add shares at these levels ?

Thank You

Upvote 17

Read Answer Asked by rajeev on November 24, 2025

• WSP Global Inc. (WSP $242.20)
  • $242.20 P/E (TTM): 36.33X Cap: $31.91B
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Q: Dear 5i team,
I have been a WSP shareholder for over five years. During this time, the share price has sometimes fallen, but my patience has always been rewarded. I am struggling to understand the recent drop in the share price. I believe the Q3 results were solid. I note that competitors in the sector, such as Stantec and Atkins, are also experiencing declines…
Could you explain recent WSP's decline? What is your view on the future of the stock, and if you are confortable to continue holding?

Thank you.

Upvote 8

Read Answer Asked by Nicolas on November 24, 2025

• Suncor Energy Inc. (SU $62.47)
  • $62.47 P/E (TTM): 13.93X Cap: $74.91B
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• Imperial Oil Limited (IMO $131.32)
  • $131.32 P/E (TTM): 16.97X Cap: $66.83B
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• Canadian Natural Resources Limited (CNQ $48.09)
  • $48.09 P/E (TTM): 14.81X Cap: $99.23B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $20.09)
  • $20.09 P/E (TTM): 1.58X Cap: $1.39B
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Q: Hi 5i,

I've noticed a massive divergence in the price of oil and oil companies. Can I please have your analysis of this, and what are your favorite stocks in this sector for a long term position. I'm also looking for shareholder friendly, low debt play.

Thx.

Upvote 7

Read Answer Asked by Christopher on November 24, 2025

• Amazon.com Inc. (AMZN $229.11)
  • $229.11 P/E (TTM): 33.11X Cap: $2.44T
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• Alphabet Inc. (GOOG $318.39)
  • $318.39 P/E (TTM): 31.2X Cap: $3.85T
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• Microsoft Corporation (MSFT $480.84)
  • $480.84 P/E (TTM): 34.85X Cap: $3.55T
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Q: goog msft, and amzn together constitute 39% of my portfolio. Is this too much? Would you reduce some or all? Are gsy and png still among your top picks? Thanks Jim

Upvote 5

Read Answer Asked by jim on November 24, 2025

• Jacobs Solutions Inc. (J $140.73)
  • $140.73 P/E (TTM): 56.73X Cap: $16.47B
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Q: What is your opinion of J post their earnings release? Quite a negative reaction to what looks like a decent future? Thanks.

Upvote 1

Read Answer Asked by Michael on November 24, 2025

• Hemisphere Energy Corporation (HME $2.15)
  • $2.15 P/E (TTM): 6.97X Cap: $200M
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• Santacruz Silver Mining Ltd. (SCZ $2.81)
  • $2.81 P/E (TTM): 20.41X Cap: $1.11B
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• Medical Facilities Corporation (DR $16.13)
  • $16.13 Cap: $299M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.60)
  • $7.60 P/E (TTM): 6.33X Cap: $216M
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Q: can i have a list of canadian companies who's return on equity is greater than their p/e. thx

Upvote 5

Read Answer Asked by tim on November 24, 2025

• Cenovus Energy Inc. (CVE $25.59)
  • $25.59 P/E (TTM): 14.28X Cap: $45.60B
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Q: In FU to my previous question about the need to pay capital gains my new CVE shares from the takeover of MEG, you stated it can be a tax-free transaction "if the rollover is declared". As I did an AI search for clarity, it states that the Section 85 rollover cannot be declared unilaterally by one party; both the individual taxpayer and the acquiring Canadian company must jointly elect for the Section 85 rollover. Can I assume that CVE would have declared their part in the "joint election" with CRA? So when I file my taxes and use the form, it should be okay? Thanks

Upvote 3

Read Answer Asked by Donald on November 24, 2025

• Exact Sciences Corporation (EXAS $101.13)
  • $101.13 Cap: $19.18B
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Q: Do you recommend moving on at this point given the buyout by Abbott? Would you consider waiting it out until 2026 to defer taxes?

Upvote 1

Read Answer Asked by Andrew on November 24, 2025

• Descartes Systems Group Inc. (The) (DSG $132.45)
  • $132.45 P/E (TTM): 48.71X Cap: $9.95B
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• Kinaxis Inc. (KXS $178.88)
  • $178.88 P/E (TTM): 102.46X Cap: $4.87B
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Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?

Thanks.

Upvote 7

Read Answer Asked by Joel on November 24, 2025

• Capital Power Corporation (CPX $62.38)
  • $62.38 P/E (TTM): 21.18X Cap: $9.54B
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Q: Hi 5i,
Is this a good entry point for Capital Power? Do you think it has much growth potential?,
Thanks, Cheers

Upvote 3

Read Answer Asked by Hans on November 24, 2025

• WSP Global Inc. (WSP $242.20)
  • $242.20 P/E (TTM): 36.33X Cap: $31.91B
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• Alimentation Couche-Tard Inc. (ATD $74.49)
  • $74.49 P/E (TTM): 19.31X Cap: $67.77B
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Q: I know they are in different sectors but I am under weight in both and have some funds to add to one of them. Which would you recommend for a long term hold?

Upvote 4

Read Answer Asked by Andre on November 24, 2025

Q: Macro/ banking -financial question

Sub prime mortgage crisis encore?

Do you see any evidence to suggest that this possibility is lurking just below the surface potentially could explode in the near future?

Thanks

Upvote 1

Read Answer Asked by Donald on November 24, 2025