Investment Q&A

• Kratos Defense & Security Solutions Inc. (KTOS $69.37)
  • $69.37 P/E (TTM): 572.77X Cap: $12.80B
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• Viavi Solutions Inc. (VIAV $42.30)
  • $42.30 Cap: $9.88B
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• Palantir Technologies Inc. (PLTR $127.90)
  • $127.90 P/E (TTM): 223.43X Cap: $311.95B
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• Hydrograph Clean Power Inc. (HG $6.77)
  • $6.77 Cap: $2.12B
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• Symbotic Inc. (SYM $53.58)
  • $53.58 Cap: $32.27B
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Q: WITH THIS VOLATILITY, WHICH STOCKS ARE OVERPRICED AND UNDERPRICED.

Upvote 6

Read Answer Asked by Nizar on March 18, 2026

• Kelt Exploration Ltd. (KEL $8.71)
  • $8.71 P/E (TTM): 29.3X Cap: $1.73B
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• Thomson Reuters Corporation (TRI $114.79)
  • $114.79 P/E (TTM): 26.32X Cap: $52.05B
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• Cipher Pharmaceuticals Inc. (CPH $18.74)
  • $18.74 P/E (TTM): 12.63X Cap: $470M
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• goeasy Ltd. (GSY $31.88)
  • $31.88 P/E (TTM): 2.37X Cap: $530M
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• Capstone Copper Corp. (CS $12.09)
  • $12.09 P/E (TTM): 21.32X Cap: $9.05B
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• Tamarack Valley Energy Ltd. (TVE $10.94)
  • $10.94 Cap: $5.17B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $216.83)
  • $216.83 P/E (TTM): 33.28X Cap: $2.56B
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• Kraken Robotics Inc. (PNG $8.05)
  • $8.05 P/E (TTM): 140.33X Cap: $2.58B
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• Silvercorp Metals Inc. (SVM $15.83)
  • $15.83 Cap: $3.42B
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• Vitalhub Corp. (VHI $6.96)
  • $6.96 P/E (TTM): 69.9X Cap: $450M
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• Tantalus Systems Holding Inc. (GRID $5.56)
  • $5.56 Cap: $294M
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• Propel Holdings Inc. (PRL $20.15)
  • $20.15 P/E (TTM): 10.09X Cap: $795M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $60.01)
  • $60.01 Cap: $2.22B
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Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 13

Read Answer Asked by Sylvia on March 18, 2026

• goeasy Ltd. (GSY $31.88)
  • $31.88 P/E (TTM): 2.37X Cap: $530M
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• Propel Holdings Inc. (PRL $20.15)
  • $20.15 P/E (TTM): 10.09X Cap: $795M
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Q: A note to JR re. GSY and PRL,
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter

Upvote 11

Read Answer Asked by Peter on March 18, 2026

• Exchange Income Corporation (EIF $105.13)
  • $105.13 P/E (TTM): 35.47X Cap: $5.87B
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Q: Exchange Income Corp (EIF) should be added to the list of beneficiaries of Northern Infrastructure ... Flying crews and northern residents in and out of forest fires and floods has been a good business. In a more positive future , filling seats with contractors ,engineers , and more longterm residents will certainly increase benefit share value .

Upvote 4

Read Answer Asked by Thomas on March 18, 2026

• Nebius Group N.V. (NBIS $144.62)
  • $144.62 Cap: $32.46B
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Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Upvote 10

Read Answer Asked by Nick on March 18, 2026

• Nutrien Ltd. (NTR $102.02)
  • $102.02 P/E (TTM): 34.97X Cap: $48.66B
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Q: NTR: bought Dec. 25 in my wife's RRIF - up 86% - 1000 shs. I see you still recommend - why? a small position in her portfolio.
NTR is subject to so many uncontrollable variables?
$140/share in 2022.
I want to get out before this stock crashes again - LOL

Upvote 7

Read Answer Asked by James on March 18, 2026

• Alphabet Inc. (GOOG $316.02)
  • $316.02 P/E (TTM): 29.12X Cap: $3.85T
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• Micron Technology Inc. (MU $416.83)
  • $416.83 P/E (TTM): 38.66X Cap: $475.35B
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• NVIDIA Corporation (NVDA $188.64)
  • $188.64 P/E (TTM): 37.16X Cap: $4.46T
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• Celestica Inc. (CLS $486.38)
  • $486.38 P/E (TTM): 45.43X Cap: $52.08B
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• Nebius Group N.V. (NBIS $144.62)
  • $144.62 Cap: $32.46B
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Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you

Upvote 20

Read Answer Asked by GeeMac on March 18, 2026

Q: SAABF your thoughts on Saab

Upvote 3

Read Answer Asked by Mark on March 18, 2026

• Silvercorp Metals Inc. (SVM $15.83)
  • $15.83 Cap: $3.42B
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• Discovery Silver Corp. (DSV $9.62)
  • $9.62 Cap: $7.80B
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Q: Of the two, DSV and SVM, which would be your choice today?

Upvote 3

Read Answer Asked by Guy R. on March 18, 2026

• Broadcom Inc. (AVGO $372.64)
  • $372.64 P/E (TTM): 73.82X Cap: $1.68T
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• NVIDIA Corporation (NVDA $188.64)
  • $188.64 P/E (TTM): 37.16X Cap: $4.46T
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Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Upvote 2

Read Answer Asked by Maureen on March 18, 2026

• Itafos Inc. (IFOS $3.75)
  • $3.75 P/E (TTM): 4.45X Cap: $732M
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• Nutrien Ltd. (NTR $102.02)
  • $102.02 P/E (TTM): 34.97X Cap: $48.66B
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• Gensource Potash Corporation (GSP $0.15)
  • $0.15 Cap: $69M
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• Replenish Nutrients Holdings Corp Com (ERTH $0.16)
  • $0.16 Cap: $21M
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Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.

Upvote 4

Read Answer Asked by Donald on March 18, 2026

• Peyto Exploration & Development Corp. (PEY $25.53)
  • $25.53 P/E (TTM): 12.41X Cap: $5.09B
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• Tourmaline Oil Corp. (TOU $62.01)
  • $62.01 P/E (TTM): 86.12X Cap: $23.59B
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Q: Peyto vs tourmaline how come peyto has done so much better than tourmaline pey up 71% in the last year compared to tou up 1.61%. every body recommends tou but peyto has done so much better.

Upvote 6

Read Answer Asked by don on March 18, 2026

• IonQ Inc. (IONQ $28.27)
  • $28.27 Cap: $10.29B
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• D-Wave Quantum Inc. (QBTS $14.18)
  • $14.18 Cap: $5.08B
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• Rigetti Computing Inc. (RGTI $14.39)
  • $14.39 Cap: $4.75B
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• Quantum Computing Inc. (QUBT $6.98)
  • $6.98 Cap: $1.52B
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Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 2

Read Answer Asked by Jean Guy on March 18, 2026

• Millennial Potash Corp. (MLP $2.11)
  • $2.11 Cap: $223M
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Q: Can I get your updated thoughts on this company? Would you buy this stock at the current price ($2.56)?

Do you think fertilizer companies are good buy right now given the disruption in the Middle East?

Thanks.

Upvote 2

Read Answer Asked by Marco on March 18, 2026

Q: Our Prime Minister has announced a significant investment (35B) in Arctic defence and northern Infrastructure. In your mind, what Canadian companies could benefit from such projects? Thanks
Robert

Upvote 3

Read Answer Asked by Robert on March 18, 2026

• KLA Corporation (KLAC $1,738.52)
  • $1,738.52 P/E (TTM): 48.69X Cap: $226.40B
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• Lam Research Corporation (LRCX $264.62)
  • $264.62 P/E (TTM): 50.61X Cap: $323.13B
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• Sandisk Corporation (SNDK $843.23)
  • $843.23 Cap: $125.69B
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• Micron CDR (CAD Hedged) (MU $18.40)
  • $18.40 P/E (TTM): 53.59X Cap: $635.32B
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• Applied Materials CDR (CAD Hedged) (AMAT $45.00)
  • $45.00 P/E (TTM): 44.54X Cap: $423.99B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 2

Read Answer Asked by Graeme on March 18, 2026

• Element Fleet Management Corp. (EFN $32.18)
  • $32.18 P/E (TTM): 23.42X Cap: $12.80B
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• CAE Inc. (CAE $38.16)
  • $38.16 P/E (TTM): 32.06X Cap: $12.24B
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Q: Would you please compare financial metrics for Efn and Cae and which would you recommend for a 2 to 3 year hold and reasoning. Thank you.

Upvote 2

Read Answer Asked by Steve on March 18, 2026

• Topicus.com Inc. (TOI $88.72)
  • $88.72 P/E (TTM): 288.07X Cap: $11.89B
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• MDA Space Ltd. (MDA $42.57)
  • $42.57 P/E (TTM): 48.49X Cap: $5.82B
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Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Upvote 5

Read Answer Asked by Ozzie on March 18, 2026

• MDA Space Ltd. (MDA $42.57)
  • $42.57 P/E (TTM): 48.49X Cap: $5.82B
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $177.91)
  • $177.91 P/E (TTM): 51.41X Cap: $8.25B
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Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 18, 2026

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.80)
  • $64.80 P/E (TTM): 54.87X Cap: $663M
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• INVESCO QQQ Trust (QQQ $611.16)
  • $611.16 P/E (TTM): 33.2X Cap: $393.75B
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• State Street Technology Select Sector SPDR ETF (XLK $142.73)
  • $142.73 P/E (TTM): 39.24X Cap: $89.82B
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• Vanguard Information Technology ETF (VGT $743.61)
  • $743.61 P/E (TTM): 36.76X Cap: $113.61B
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• Fidelity MSCI Information Technology Index ETF (FTEC $221.50)
  • $221.50 P/E (TTM): 35.1X Cap: $16.56B
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• GLOBAL X FDS (AIQ $49.31)
  • $49.31 P/E (TTM): 24.73X Cap: $7.70B
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Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 5

Read Answer Asked by steve on March 18, 2026