Investment Q&A

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.71X Cap: $4.52T
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• Emerson Electric Company (EMR $132.18)
  • $132.18 P/E (TTM): 34.25X Cap: $78.43B
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• 5N Plus Inc. (VNP $29.01)
  • $29.01 P/E (TTM): 38.37X Cap: $2.60B
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• Monolithic Power Systems Inc. (MPWR $1,033.88)
  • $1,033.88 P/E (TTM): 82.16X Cap: $52.60B
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• Arista Networks Inc. (ANET $134.03)
  • $134.03 P/E (TTM): 50.77X Cap: $173.69B
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• Vertiv Holdings LLC Class A (VRT $265.38)
  • $265.38 P/E (TTM): 79.2X Cap: $102.63B
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• Palantir Technologies Inc. (PLTR $153.50)
  • $153.50 P/E (TTM): 239.9X Cap: $366.96B
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• Applovin Corporation (APP $449.33)
  • $449.33 P/E (TTM): 24.48X Cap: $155.63B
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Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Upvote 20

Read Answer Asked by Mike on November 21, 2025

• Toromont Industries Ltd. (TIH $196.69)
  • $196.69 P/E (TTM): 33.23X Cap: $16.43B
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• Aecon Group Inc. (ARE $39.91)
  • $39.91 P/E (TTM): 419.3X Cap: $2.65B
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• CES Energy Solutions Corp. (CEU $18.32)
  • $18.32 P/E (TTM): 22.83X Cap: $3.82B
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• North American Construction Group Ltd. (NOA $16.50)
  • $16.50 P/E (TTM): 18.14X Cap: $671M
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Q: Hi, I don’t think I worded my recent question about the energy/mining sector very well. I was looking for some ancillary type company suggestions, like the company that supplies the sand for fracking or provides well services or repairs or leases the mining equipment or is going to build the roads to remote mines…that kind of thing. I guess anything that might be on your radar or comes to mind as an opportunity in that space broadly.

Upvote 5

Read Answer Asked by Stephen R. on November 21, 2025

Q: I missed the update flash report. Where can I find it?

Upvote 3

Read Answer Asked by Edgar on November 21, 2025

• Veeva Systems Inc. Class A (VEEV $180.79)
  • $180.79 P/E (TTM): 36.98X Cap: $29.71B
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Q: Goodmorning
What are your thoughts on veev results they looked good but the market does not seem to like them?
Thks
Marcel

Upvote 2

Read Answer Asked by Marcel on November 21, 2025

• Canada Nickel Company Inc. (CNC $1.80)
  • $1.80 Cap: $441M
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Q: I'm up on this stock and now considering a sell in a registered account. I'm hesitating because of its inclusion in the federal government major projects list. Are there any other near term catalysts that might move this stock higher? Would you sell if owned?

Upvote 1

Read Answer Asked by Brendon on November 21, 2025

• Meta Platforms Inc. (META $638.18)
  • $638.18 P/E (TTM): 27.84X Cap: $1.65T
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• Crocs Inc. (CROX $79.63)
  • $79.63 Cap: $4B
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• Thomson Reuters Corp (TRI $99.28)
  • $99.28 P/E (TTM): 26.65X Cap: $45.85B
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Q: Good morning 5i
I am looking for a tax loss selling candidate. Each of the three mentioned above, I would like to buy back after thirty days. Which one do you think is the least likely to run away on me?
Thanks for the great service and I put an upvote for the question regarding how the young man might be able to buy a Harley Davidson, mostly to emphasis that the first and best thing to to would be to get a membership in 5i

Upvote 5

Read Answer Asked by joseph on November 21, 2025

• WSP Global Inc. (WSP $222.56)
  • $222.56 P/E (TTM): 30.69X Cap: $30.80B
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Q: Once one of my portfolio all stars has fallen onto hard times.

Down 4% today, and 18% in the past 3 months.

What is ailing this once great performer?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on November 21, 2025

• WSP Global Inc. (WSP $222.56)
  • $222.56 P/E (TTM): 30.69X Cap: $30.80B
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Q: Any reason for the drop in WSP?

Upvote 3

Read Answer Asked by Valerie on November 21, 2025

• Hemisphere Energy Corporation (HME $2.58)
  • $2.58 P/E (TTM): 8.23X Cap: $234M
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• Suncor Energy Inc. (SU $81.46)
  • $81.46 P/E (TTM): 16.0X Cap: $93.88B
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• Enbridge Inc. (ENB $73.12)
  • $73.12 P/E (TTM): 27.9X Cap: $159B
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• Canadian Natural Resources Limited (CNQ $66.17)
  • $66.17 P/E (TTM): 19.59X Cap: $133.87B
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• Wheaton Precious Metals Corp. (WPM $198.85)
  • $198.85 P/E (TTM): 68.28X Cap: $91.73B
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• Tourmaline Oil Corp. (TOU $66.65)
  • $66.65 P/E (TTM): 87.18X Cap: $25.16B
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• Kelt Exploration Ltd. (KEL $9.06)
  • $9.06 P/E (TTM): 31.39X Cap: $1.80B
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• Agnico Eagle Mines Limited (AEM $297.69)
  • $297.69 P/E (TTM): 25.61X Cap: $151.56B
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• Capstone Copper Corp. (CS $11.41)
  • $11.41 P/E (TTM): 20.73X Cap: $8.87B
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• Tamarack Valley Energy Ltd. (TVE $11.01)
  • $11.01 Cap: $5.21B
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• Denison Mines Corp. (DML $5.47)
  • $5.47 Cap: $4.89B
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• 5N Plus Inc. (VNP $29.01)
  • $29.01 P/E (TTM): 38.37X Cap: $2.60B
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• TerraVest Industries Inc. (TVK $137.28)
  • $137.28 Cap: $3.08B
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• Silvercorp Metals Inc. (SVM $15.72)
  • $15.72 P/E (TTM): 102.63X Cap: $3.54B
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• Lundin Gold Inc. (LUG $110.41)
  • $110.41 P/E (TTM): 26.93X Cap: $27.48B
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• Neo Performance Materials Inc. (NEO $26.41)
  • $26.41 Cap: $1.06B
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• G Mining Ventures Corp. (GMIN $52.09)
  • $52.09 P/E (TTM): 39.98X Cap: $12.26B
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Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?

Upvote 18

Read Answer Asked by Stephen R. on November 21, 2025

Q: Please flesh out your use of RSI.
What patterns or movements do you consider most relevant in trying to identify bullish or bearish moves?

Thank you,

John

Upvote 9

Read Answer Asked by John on November 21, 2025

• Harrow Inc Com (HROW $35.56)
  • $35.56 Cap: $1.37B
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Q: Could I please get your thoughts on Harrow's latest quarter?
Thank you

Upvote 1

Read Answer Asked by Neil on November 21, 2025

• Salesforce Inc. (CRM $199.28)
  • $199.28 P/E (TTM): 24.99X Cap: $179.18B
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Q: CRM has a new 52 week low in the last few days. In your opinion why has it not been involved with the growth the market has seen this calendar year. CRM is a double for me, but why has it not been loved this year.
Thanks
Matthew

Upvote 2

Read Answer Asked by Matthew on November 21, 2025

• Miscellaneous (MISC)
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Q: A young gas attendant was admiring my brand new Harley, he said he would never have enough money to buy one. I told him how I did, investing in stocks. He asked where is a good place for a guy that knows nothing about stocks to start learning?

Upvote 15

Read Answer Asked by Charles on November 21, 2025

• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $577M
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Q: It seems ZDC has fallen in your ratings. Over the past few weeks it hasn't been mentioned as a go to growth stock as it once was. What are your thoughts on it? I'm considering completing a position in it. Good time to buy? If not, what would you suggest that has opportunity to do well over the next 6-12 months?

Upvote 8

Read Answer Asked on November 21, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.14)
  • $28.14 Cap: $11.38B
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Q: good day to you all
not sure this question was asked before if so sorry for the repeat
if GLXY was sold in the margin account for tax loss purposes can you buy it in the TFSA without waiting ?
thanks for your great and wise services

Upvote 3

Read Answer Asked by georges on November 21, 2025

Q: Hello,
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.

To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks

Upvote 8

Read Answer Asked by Arzoo on November 21, 2025

• Topicus.com Inc. (TOI $99.69)
  • $99.69 P/E (TTM): 335.23X Cap: $13.51B
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• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 99.71X Cap: $6.42B
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Q: Thank you for the updated flash report. If you had to choose only one of these stocks at today's prices, which one would it be and why?

Upvote 11

Read Answer Asked by GeeMac on November 21, 2025

• Walmart Inc. (WMT $125.33)
  • $125.33 Cap: $984.23B
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Q: Thoughts on Walmart at the moment? Would you consider it a buy?

Upvote 3

Read Answer Asked by Patricia on November 21, 2025

• Tourmaline Oil Corp. (TOU $66.65)
  • $66.65 P/E (TTM): 87.18X Cap: $25.16B
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• Ovintiv Inc. (OVV $74.85)
  • $74.85 P/E (TTM): 11.07X Cap: $18.94B
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Q: Articles recently that American companies might start looking at Canada again as some of their shale plays are slowing down . They list the Montney and Duvernay as the top plays . What would be your two top picks for each of these ?

Upvote 3

Read Answer Asked by lynn on November 21, 2025

• Purpose High Interest Savings Fund (PSA $50.04)
  • $50.04 Cap: $3.03B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.63)
  • $117.63 Cap: $1.92B
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 P/E (TTM): 13.15X Cap: $6.80B
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• High Interest Savings Account ETF (HISA)
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• TD Cash Management ETF (TCSH $50.04)
  • $50.04 P/E (TTM): 13.15X Cap: $832M
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Q: what is your opinion on TSCH-TD Cash Management ETF? Are there other options I should consider? I am considering putting some of my cash into this ETF- this cash is not required for at least 18 months so I would like to optimize returns. Thanks.

Upvote 6

Read Answer Asked by John on November 21, 2025