Investment Q&A

• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Rio2 Limited (RIO $1.99)
  • $1.99 Cap: $846M
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• Aris Mining Corporation (ARIS $14.58)
  • $14.58 P/E (TTM): 115.25X Cap: $2.83B
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• Allied Gold Corporation (AAUC $25.72)
  • $25.72 Cap: $2.93B
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Q: Any recommendations for a low cost silver and/or gold producer? I did alright on your recommendation which was MAG Silver but they have accepted a takeout offer. Probably sold to soon since they are currently trading above the offer.

Upvote 2

Read Answer Asked by David on September 02, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $38.11)
  • $38.11 Cap: $24.37B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.42)
  • $52.42 Cap: $18.72B
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Q: I note that this company appears to have stalled, do you have confidence in it returning to past valuations and more? Would proposed rate cuts not help? Is this company a good investment for the foreseeable future?

Upvote 6

Read Answer Asked by Stephen on September 02, 2025

• Emerita Resources Corp. (EMO $1.60)
  • $1.60 Cap: $453M
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Q: Is Emertia Resources a buy or hold at this level?

Thanks,
John

Upvote 1

Read Answer Asked by John on September 02, 2025

• Golconda Resources Ltd. (GG)
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Q: Can you comment on the earnings of Golconda Gold Ltd? I own it and I'm up on the stock but to be honest I have no clue if it's really a well run company and it's future prospects. Any big players like SPROTT or others that have an interest in this company? Do you say buy, hold or sell and if so why?

Upvote 1

Read Answer Asked by James on September 02, 2025

• Loblaw Companies Limited (L $54.41)
  • $54.41 P/E (TTM): 6.78X Cap: $65.25B
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Q: Can you tell what the dividend and percentage is please

Upvote 2

Read Answer Asked by steven on September 02, 2025

• PepsiCo Inc. (PEP $140.55)
  • $140.55 P/E (TTM): 25.86X Cap: $194.38B
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• Celsius Holdings Inc. (CELH $59.54)
  • $59.54 P/E (TTM): 177.88X Cap: $15.14B
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Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?

Upvote 4

Read Answer Asked by Kolbi on September 02, 2025

Q: Can I have your thoughts on this company. The technology looks interesting. Is it worth a small speculative investment? Thanks

Upvote 1

Read Answer Asked by Charles on September 02, 2025

• Coinbase Global Inc (COIN $386.67)
  • $386.67 P/E (TTM): 36.76X Cap: $97.64B
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Q: Hello Team,
What do you think of Coinbase?
Thanks!

Upvote 2

Read Answer Asked by Issaku on September 02, 2025

• Rezolve AI PLC (RZLV $6.69)
  • $6.69 Cap: $1.27B
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Q: Is good to buy some to hold 2-3 years? Thank you.

Upvote 1

Read Answer Asked by kwokwai on September 02, 2025

• Constellation Software Inc. (CSU $3,938.36)
  • $3,938.36 P/E (TTM): 99.51X Cap: $85.39B
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Q: Given recent weakness, what entry price would you recommend to initiate a position?

Thank you.

Upvote 7

Read Answer Asked by Ian on September 02, 2025

Q: The Health Care sector has been where alpha has gone to die for almost 3 years now. Time to consider legging in? Thanks!

Upvote 2

Read Answer Asked by Michael on September 02, 2025

• JPMorgan Chase & Co. (JPM $308.92)
  • $308.92 P/E (TTM): 15.9X Cap: $852.50B
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• Royal Bank of Canada (RY $204.46)
  • $204.46 P/E (TTM): 20.69X Cap: $288.10B
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Q: Hello 5i research
Do you think JPM and RY are correlated with the market even that one is in the USA and the other is in Canada?
Thank w

Upvote 4

Read Answer Asked by claudio on September 02, 2025

• Purpose High Interest Savings Fund (PSA $50.03)
  • $50.03 Cap: $3.22B
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• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 Cap: $6.69B
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• BMO Money Market Fund (ZMMK $49.87)
  • $49.87 Cap: $4.93B
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Q: What are the best cash proxy ETFs in your opinion?

Upvote 3

Read Answer Asked by Andrew on September 02, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $84.27)
  • $84.27 P/E (TTM): 41.65X Cap: $9.51B
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Q: Hi there,

What’s your thoughts on ATZ is it overvalued, overbought? It’s running up a lot.

Ok thanks as always.

Upvote 4

Read Answer Asked by Robert on September 02, 2025

• Celestica Inc. (CLS $334.81)
  • $334.81 P/E (TTM): 52.5X Cap: $37.51B
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Q: Hi team,
In your opinion is it a good day to add to CLS being its down 8% at the moment? Or is it looking like some pain ahead after the nvda earnings sell off and sept coming?

Shane

Upvote 16

Read Answer Asked by Shane on August 29, 2025

• Constellation Software Inc. (CSU $3,938.36)
  • $3,938.36 P/E (TTM): 99.51X Cap: $85.39B
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Q: Is CSU stock available as CDR?

Upvote 2

Read Answer Asked by Hali on August 29, 2025

• Affirm Holdings Inc. (AFRM $76.15)
  • $76.15 P/E (TTM): 623.58X Cap: $24.36B
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Q: Hello, could you comment on most recent Affirms Holdings earnings please?
Thank you

Upvote 4

Read Answer Asked by Stephane on August 29, 2025

• Royal Bank of Canada (RY $204.46)
  • $204.46 P/E (TTM): 20.69X Cap: $288.10B
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• Toronto-Dominion Bank (The) (TD $112.41)
  • $112.41 P/E (TTM): 9.56X Cap: $193.35B
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• Bank of Nova Scotia (The) (BNS $90.85)
  • $90.85 P/E (TTM): 17.51X Cap: $113.02B
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• Constellation Software Inc. (CSU $3,938.36)
  • $3,938.36 P/E (TTM): 99.51X Cap: $85.39B
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• Intact Financial Corporation (IFC $268.00)
  • $268.00 P/E (TTM): 21.76X Cap: $47.99B
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• Descartes Systems Group Inc. (The) (DSG $131.29)
  • $131.29 P/E (TTM): 56.02X Cap: $11.25B
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Q: What would your top ~5 recommendations be to build an RESP with an 10-15 year horizon.
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently

Upvote 10

Read Answer Asked by Ryan on August 29, 2025

• D.R. Horton Inc. (DHI $171.95)
  • $171.95 P/E (TTM): 14.05X Cap: $52.15B
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• Lennar Corporation Class A (LEN $127.54)
  • $127.54 P/E (TTM): 10.79X Cap: $33.68B
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• PulteGroup Inc. (PHM $136.04)
  • $136.04 P/E (TTM): 10.3X Cap: $27.15B
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• iShares U.S. Home Construction ETF (ITB $107.74)
  • $107.74 P/E (TTM): 11.29X Cap: $3.29B
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• TopBuild Corp. (BLD $397.31)
  • $397.31 P/E (TTM): 19.7X Cap: $11.23B
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• NVR Inc. (NVR $8,129.55)
  • $8,129.55 P/E (TTM): 17.29X Cap: $23.46B
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Q: What are your thoughts on the housing/home construction sector? If of interest, what would be your 5 stocks of choice? Thank you.

Upvote 3

Read Answer Asked by Michael on August 29, 2025

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.95)
  • $76.95 P/E (TTM): 17.37X Cap: $13.51B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $189.08)
  • $189.08 P/E (TTM): 24.98X Cap: $434.21B
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• Trisura Group Ltd. (TSU $39.06)
  • $39.06 P/E (TTM): 15.8X Cap: $1.86B
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• Murphy USA Inc. (MUSA $387.33)
  • $387.33 P/E (TTM): 16.4X Cap: $7.56B
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• Rubrik Inc. Class A (RBRK $82.91)
  • $82.91 P/E (TTM): 20.91X Cap: $16.35B
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• A & W Food Services of Canada Inc. (AW $38.05)
  • $38.05 P/E (TTM): 56.43X Cap: $907M
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Q: Hi !

I refer to your monthly section of "best stocks ideas"

What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?

It would be most helpful to know exactly what you mean by your best stock ideas.

Gratefully,

Jacques IDS

Upvote 14

Read Answer Asked by Jacques on August 29, 2025